ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S.

Full Version: ARA Asset Management
You're currently viewing a stripped down version of our content. View the full version with proper formatting.
(07-05-2015, 10:58 PM)Nick Wrote: [ -> ]The near term catalyst would be the performance fees if they meet the IRR hurdles once ADF1 is fully divested. Any ideas when the MAS ruling on REIT Managers incentives will be released ?

(Not Vested)

According to a Business Times article couple of days ago, it says in the mth of May. So any time now. Wait and see.
MAS ruling on REIT should be out within the 1-2 month, base on what analysts are saying
The top 20 shareholders of ARA hold a total of 92.72% of the shares, which means there are less than 7.28% available for general retail investors.

Yet, institutional fund houses including Franklin Resources and Mattews International continue to scoop up ARA's shares from the open market.

http://infopub.sgx.com/FileOpen/_eForm%2...eID=342056
http://infopub.sgx.com/FileOpen/_Form%20...eID=337906

I guess sooner or later, ARA may have to do something to increase liquidity. Perhaps another bonus issue?
(08-05-2015, 11:09 AM)gutman Wrote: [ -> ]The top 20 shareholders of ARA hold a total of 92.72% of the shares, which means there are less than 7.28% available for general retail investors.

I guess sooner or later, ARA may have to do something to increase liquidity. Perhaps another bonus issue?

You know bonus issues don't increase liquidity , right? The free float % will still be the same. Only placement will increase free float.
I noticed they had bonus shares for 3 straight years but stopped doing so in 2013 and 2014
Share price shot up significantly today. The only news that I could find was the increased stake in Suntec Reit. In any case, happily vested!

http://ara.listedcompany.com/news.html/id/464221

The Board of Directors of ARA Asset Management Limited (“ARA”) wishes to announce that
ARA has commenced its acquisition of units in Suntec Real Estate Investment Trust (“Suntec
REIT”), thereby increasing the direct and deemed substantial stake held in Suntec REIT by the
Tecity group of companies (which includes the stake held by The Straits Trading Company
Limited).
As at 12 May 2015, ARA and the Tecity group of companies together hold a combined
shareholding interest of approximately 8.13%.
ARA Group CEO Mr. John Lim said: “This demonstrates our alignment of interest as well as our
strong commitment towards managing and further growing the REIT to continue delivering
premium value for our Suntec REIT unitholders.”
3 cents is significant... looks like market is seriously experiencing a drought...

(15-05-2015, 06:12 PM)runicx Wrote: [ -> ]Share price shot up significantly today. The only news that I could find was the increased stake in Suntec Reit. In any case, happily vested!

http://ara.listedcompany.com/news.html/id/464221

The Board of Directors of ARA Asset Management Limited (“ARA”) wishes to announce that
ARA has commenced its acquisition of units in Suntec Real Estate Investment Trust (“Suntec
REIT”), thereby increasing the direct and deemed substantial stake held in Suntec REIT by the
Tecity group of companies (which includes the stake held by The Straits Trading Company
Limited).
As at 12 May 2015, ARA and the Tecity group of companies together hold a combined
shareholding interest of approximately 8.13%.
ARA Group CEO Mr. John Lim said: “This demonstrates our alignment of interest as well as our
strong commitment towards managing and further growing the REIT to continue delivering
premium value for our Suntec REIT unitholders.”
(15-05-2015, 09:42 PM)greengiraffe Wrote: [ -> ]3 cents is significant... looks like market is seriously experiencing a drought...

(15-05-2015, 06:12 PM)runicx Wrote: [ -> ]Share price shot up significantly today. The only news that I could find was the increased stake in Suntec Reit. In any case, happily vested!

http://ara.listedcompany.com/news.html/id/464221

The Board of Directors of ARA Asset Management Limited (“ARA”) wishes to announce that
ARA has commenced its acquisition of units in Suntec Real Estate Investment Trust (“Suntec
REIT”), thereby increasing the direct and deemed substantial stake held in Suntec REIT by the
Tecity group of companies (which includes the stake held by The Straits Trading Company
Limited).
As at 12 May 2015, ARA and the Tecity group of companies together hold a combined
shareholding interest of approximately 8.13%.
ARA Group CEO Mr. John Lim said: “This demonstrates our alignment of interest as well as our
strong commitment towards managing and further growing the REIT to continue delivering
premium value for our Suntec REIT unitholders.”

what do u mean by drought????
(15-05-2015, 09:46 PM)Happymeowmeow Wrote: [ -> ]
(15-05-2015, 09:42 PM)greengiraffe Wrote: [ -> ]3 cents is significant... looks like market is seriously experiencing a drought...

(15-05-2015, 06:12 PM)runicx Wrote: [ -> ]Share price shot up significantly today. The only news that I could find was the increased stake in Suntec Reit. In any case, happily vested!

http://ara.listedcompany.com/news.html/id/464221

The Board of Directors of ARA Asset Management Limited (“ARA”) wishes to announce that
ARA has commenced its acquisition of units in Suntec Real Estate Investment Trust (“Suntec
REIT”), thereby increasing the direct and deemed substantial stake held in Suntec REIT by the
Tecity group of companies (which includes the stake held by The Straits Trading Company
Limited).
As at 12 May 2015, ARA and the Tecity group of companies together hold a combined
shareholding interest of approximately 8.13%.
ARA Group CEO Mr. John Lim said: “This demonstrates our alignment of interest as well as our
strong commitment towards managing and further growing the REIT to continue delivering
premium value for our Suntec REIT unitholders.”

what do u mean by drought????

market's expectations are so low that 1.68% increase in share price becomes share price increase significantly...
(15-05-2015, 10:27 PM)kikababoo Wrote: [ -> ]
(15-05-2015, 09:46 PM)Happymeowmeow Wrote: [ -> ]
(15-05-2015, 09:42 PM)greengiraffe Wrote: [ -> ]3 cents is significant... looks like market is seriously experiencing a drought...

(15-05-2015, 06:12 PM)runicx Wrote: [ -> ]Share price shot up significantly today. The only news that I could find was the increased stake in Suntec Reit. In any case, happily vested!

http://ara.listedcompany.com/news.html/id/464221

The Board of Directors of ARA Asset Management Limited (“ARA”) wishes to announce that
ARA has commenced its acquisition of units in Suntec Real Estate Investment Trust (“Suntec
REIT”), thereby increasing the direct and deemed substantial stake held in Suntec REIT by the
Tecity group of companies (which includes the stake held by The Straits Trading Company
Limited).
As at 12 May 2015, ARA and the Tecity group of companies together hold a combined
shareholding interest of approximately 8.13%.
ARA Group CEO Mr. John Lim said: “This demonstrates our alignment of interest as well as our
strong commitment towards managing and further growing the REIT to continue delivering
premium value for our Suntec REIT unitholders.”

what do u mean by drought????

market's expectations are so low that 1.68% increase in share price becomes share price increase significantly...

It certainly has bounced back from its recent low of SGD 1.56 in March to SGD 1.82 today - an increase of 16.7% over a period of 2 months which I would consider significant - ha-ha !

(vested)