tag:blogger.com,1999:blog-7944902213075756335.post8173822289248090672..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Accordia Golf Trust: A DPU of 2.32c and still a buy?AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger73125tag:blogger.com,1999:blog-7944902213075756335.post-7192443545282998332017-01-19T19:37:51.196+08:002017-01-19T19:37:51.196+08:00Hi betta man,
I can only say that, for the price ...Hi betta man,<br /><br />I can only say that, for the price that I paid, AGT is a fairly good investment for income. I don't know what the market is going to do but I am quite happy to stay invested. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74929157689737451602017-01-19T17:22:12.673+08:002017-01-19T17:22:12.673+08:00
AGT is one step closer to privatisation ?
https:...<br />AGT is one step closer to privatisation ?<br /><br />https://www.smartkarma.com/insights/accordia-golf-agt-sp-high-conviction-family-office-favourite<br /><br />Betta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-37432529309490637032016-11-30T11:34:18.534+08:002016-11-30T11:34:18.534+08:00Seoul-based private equity firm MBK Partners said ...<br /><i>Seoul-based private equity firm MBK Partners said on Tuesday it would acquire Japanese golf course operator Accordia Golf Co (2131.T) for about $760 million.<br /><br />The news of MBK's interest in Accordia emerged first in July, but a month later the deal - initially thought to be worth about $1.5 billion - was scrapped as the value of the Japanese golf course operator surged.<br /AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-68896642829623729382016-11-23T11:57:25.938+08:002016-11-23T11:57:25.938+08:00Accordia Golf Trust:
1H DPU is 2.45c.
Distribut...Accordia Golf Trust: <br /><br />1H DPU is 2.45c.<br /><br />Distribution payment is on 15 December. <br />AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-12255561336741791042016-11-11T21:05:56.728+08:002016-11-11T21:05:56.728+08:00"Presently trading at 0.7x P/B, we are recomm..."Presently trading at 0.7x P/B, we are recommending a BUY on Accordia Golf Trust (AGT) with a target price of S$0.77 based on 0.8x P/B (and a distribution yield of close to 10%)." --- Lim & Tan Research<br />AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52158894094586804532016-10-15T11:02:52.972+08:002016-10-15T11:02:52.972+08:00Hi Desmond,
I am pretty OK with the status quo, a...Hi Desmond,<br /><br />I am pretty OK with the status quo, actually. It is still generating good income for me. I wouldn't accumulate at current price level though. I might add if Mr. Market goes into a depression. Need a bigger margin of safety since AGT's income is less predictable.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-53954960440873835952016-10-14T14:28:59.445+08:002016-10-14T14:28:59.445+08:00Hi AK, it has been almost a year since you started...Hi AK, it has been almost a year since you started this thread, imo their execution is really slow, <br /><br />1. Share buy back although is approved but no action still <br />2. Asset acquisition by Mar 2017, say since last year also no movement with 5 more months to go<br />3. Takeover by MBK group also die premature<br />4. Monthly visitor and utilization keeps dropping...due to weather Desmond Yonghttps://www.blogger.com/profile/07290134784447717931noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63828011560966185812016-08-15T18:20:18.326+08:002016-08-15T18:20:18.326+08:00Hi SMK,
Just plain old dumb luck, I am sure. :)Hi SMK,<br /><br />Just plain old dumb luck, I am sure. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32868258445811958222016-08-15T11:18:38.868+08:002016-08-15T11:18:38.868+08:00Pretty bullish now near lift off.
Good job holdin...Pretty bullish now near lift off.<br /><br />Good job holding.<br />Credit where credit due.SMKhttps://www.blogger.com/profile/10968938425811827200noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74443664840607943372016-07-19T12:50:43.911+08:002016-07-19T12:50:43.911+08:00Hi SMK,
Your guess is as good as mine. ;)Hi SMK,<br /><br />Your guess is as good as mine. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52806216983666226932016-07-19T12:09:15.425+08:002016-07-19T12:09:15.425+08:00nice reports. good place to sell?nice reports. good place to sell?SMKhttps://www.blogger.com/profile/10968938425811827200noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69752603121711904322016-07-18T11:18:01.478+08:002016-07-18T11:18:01.478+08:00Hi betta man,
I couldn't access FT. Lucky for...Hi betta man,<br /><br />I couldn't access FT. Lucky for me, there is REUTERS. ;p<br /><br />Published 3 days ago:<br /><br />"Accordia Golf (2131.T) shares rose as much as 13 percent on Friday after sources told Reuters that South Korean private equity firm MBK Partners is planning to buy the Japanese golf course operator in a deal that could value the company as much as 160 billion yenAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-50767453737822295472016-07-18T09:46:27.688+08:002016-07-18T09:46:27.688+08:00A potential take over of AGT. No wonder its stock ...A potential take over of AGT. No wonder its stock price sky-rocketed these few days..<br /><br />http://www.ft.com/cms/s/0/5918bffe-4a66-11e6-8d68-72e9211e86ab.html#axzz4Eii1wcyOBetta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27424370352329342792016-05-26T11:48:52.684+08:002016-05-26T11:48:52.684+08:00Hi betta man,
I hope that AGT will continue to br...Hi betta man,<br /><br />I hope that AGT will continue to bring home the bacon. This is where we see if the management is competent, all else being equal. Crossing fingers. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-68829981268681476192016-05-26T10:50:39.236+08:002016-05-26T10:50:39.236+08:00AGT announced this morning that the full FY15/16 D...AGT announced this morning that the full FY15/16 DPU stands at 6.63 cents. AK's belief in AGT has paid off.Betta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-53118032789189696382016-02-10T21:31:18.455+08:002016-02-10T21:31:18.455+08:00Good news:
http://www.reitsweek.com/2016/02/accor...Good news:<br /><br />http://www.reitsweek.com/2016/02/accordia-golf-trust-records-19-3-increase-in-dpu-for-3q-fy1516.htmlBetta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-39246610218764920982016-01-15T14:51:42.645+08:002016-01-15T14:51:42.645+08:00Hi Simp,
I believe you could find the answer to t...Hi Simp,<br /><br />I believe you could find the answer to this if you were to search AGT's home page. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-56546956235633605382016-01-11T14:04:27.244+08:002016-01-11T14:04:27.244+08:00What is the yield now at the current price?What is the yield now at the current price?Simphttps://www.blogger.com/profile/06263409324692960961noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-8208465581638685252015-12-22T17:34:09.520+08:002015-12-22T17:34:09.520+08:00I am still waiting to add more to my existing AGT....I am still waiting to add more to my existing AGT. Siew Munhttps://www.blogger.com/profile/11468092627549905017noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-23329598587598436562015-12-22T09:52:48.519+08:002015-12-22T09:52:48.519+08:00Hi Vic,
All else being equal, as its unit price d...Hi Vic,<br /><br />All else being equal, as its unit price declines, AGT looks more attractive. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-38997783599389235462015-12-21T21:54:16.538+08:002015-12-21T21:54:16.538+08:00AGT is certainly generating some serious interests...AGT is certainly generating some serious interests with its juicy price now and even juicier dividend yield vicsterhttps://www.blogger.com/profile/07381847614225888222noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-72195980418581334002015-12-21T12:25:09.781+08:002015-12-21T12:25:09.781+08:00AK,
You still a strong believer of this stock? 50...AK,<br /><br />You still a strong believer of this stock? 50c looks like the support? :)vicsterhttps://www.blogger.com/profile/07381847614225888222noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-51235755775228442182015-12-21T12:14:50.452+08:002015-12-21T12:14:50.452+08:00Averaged down at $0.50Averaged down at $0.50My Wife Sells Insurancehttps://www.blogger.com/profile/06741217465083746826noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-75402893123422244962015-12-21T11:54:37.211+08:002015-12-21T11:54:37.211+08:00Hi Vic,
Well, I know it is better than mine, for ...Hi Vic,<br /><br />Well, I know it is better than mine, for sure. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3315515390279842512015-12-21T09:57:22.817+08:002015-12-21T09:57:22.817+08:00Entered at $0.505. Not sure if it's a good en...Entered at $0.505. Not sure if it's a good entry point.vicsterhttps://www.blogger.com/profile/07381847614225888222noreply@blogger.com