SincereStock's comment on ASIAPAC. All Comments
SincereStock
Like · Reply
以现在的市场价，只要不超过两亿马币就能把沙巴第一最多人潮的大商场买下来（不过当然是要跟公司的主要业务跟欠款一起买下来）。不过imago实在是个会生金蛋的产业，最近还广建了新的商区，asiapac在西马pj也买下相对比较小型的广场jayashoppingmall改名为imagojaya。这次的业绩可能能反映出更好的盈利。如果公司打算买下更多的商场，或直接把这两间重新上市为reits，能为公司释放价值非常庞大（可收取的现金减掉负载，asiapac剩下的nta就是没有负债的现金加上其他业务）。那时就是超出常人想象的释放价值。这做法的实际操作可参考wct。不过当然公司可能有别的计划，也许想慢慢换掉欠款也不稀奇，不过就要背负不少的长期financecost了。投资者的时间也可能因而一起耗费掉，加上期间公司可能发生的不确定性（公司还有别的业务）。
Report
Show more
3 days · translate ·
SincereStock
with the recent acquisition of jaya shopping mall and renaming it to imagojaya, it is fair to assume that the company has the intention and is on the right track to relist both or more imago malls into "imagoreits". which imo is the best way to settle the company's huge debt and long term finance costs burden. selling sabah's imago mall to settle the debt is no longer seen as a possible route that the company will take as seen from it's keenness to manage even more malls.
Show more
Like · 3 days · translate
SincereStock
dragging the huge debt by paying little by little is also one of the possible but worse option as it may take many ten years wasting lot of precious time
Like · 3 days · translate