yanlord, a privatisation bet - Printable Version

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yanlord, a privatisation bet - uncle168 - 13-06-2023

chairman has 72% stake.

now trading at 23.7% nav.

family trust set up.

son appointed as deputy chairman.

went to pudong shanghai say hi to the gov intro son.

next week is 17 year since ipo.

$1.68
or
$2.68
or
$3.68

keekeekee

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RE: yanlord, a privatisation bet - uncle168 - 20-06-2023

i think amara is keen to sell as the landlease of its hotels only left 55 years.

yanlord is building its hospitality brand and amara fits in with its portfolio in singapore and shanghai.

i suspect yanlord is going to acquire amara around nav S$0.68 and maintain the management team and park its own hospitality portfolio into amara.

keekeekee

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RE: yanlord, a privatisation bet - uncle168 - 20-06-2023

the value proposition is to redevelop the hotel into a mixed used project and top up the landlease

keekeekee

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RE: yanlord, a privatisation bet - uncle168 - 20-06-2023

cost only S$400m to acquire amara.

its win win as yanlord can make use of amara management to beef up its hospitality services and amara can cash out and still run the hotel chain including yanlord's current portfolio.

yanlord chairman bet on travel in asia as the middle class grows providing strong recurring cashflow for the group.

yanlord has been building landmark branded mixed developments around china using the hotels+office+shopping malls formula.

this is fuelled by the past 17 years of property development earning reinvested into its investment property portfolio.

keekeekee

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RE: yanlord, a privatisation bet - uncle168 - 21-06-2023

gxgx to yanlord on its 17th anniversary since IPO on 21 June 2006.

keekeekee

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