tag:blogger.com,1999:blog-6213354074634538714.post5989477289691124462..comments2023-08-03T23:30:19.645+08:00Comments on (The) Boring Investor: Potential Replacements for GLPLee Chin Waihttp://www.blogger.com/profile/10250390011842795509noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6213354074634538714.post-57332489689791082862018-02-08T23:23:02.046+08:002018-02-08T23:23:02.046+08:00I'm not familiar with both. But when I look at...I'm not familiar with both. But when I look at Mandarin Oriental, I suspect that it is undervalued mainly because capital values for buildings in Hong Kong have gone up significantly. If they are not selling, then the high capital values for their buildings are also useless. The same would apply for Hong Kong Land's office buildings.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-68882020075779871842018-02-08T14:14:16.689+08:002018-02-08T14:14:16.689+08:00Have you considered Hong Kong land / ascendas Indi...Have you considered Hong Kong land / ascendas India trust? Love to see your analysis on them. INTJhttps://www.blogger.com/profile/01423976981165427180noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-72405009352187700082018-02-07T23:36:46.137+08:002018-02-07T23:36:46.137+08:00I haven't been following Keppel REIT since I s...I haven't been following Keppel REIT since I sold it a few years ago. I understand they bought some buildings in Australia, but given the high prices of buildings nowadays, they are more conservative in buying new buildings and expanding.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-71551357582327052652018-02-06T23:42:29.354+08:002018-02-06T23:42:29.354+08:00Actually Im holding few Keppel REIT. I feel diffic...Actually Im holding few Keppel REIT. I feel difficult to grow because is big enough. How you think? <br /><br />I very enjoy reading your articles. Waiting for your replacement selection for GLP. JJnEE ADVENTUREhttps://www.blogger.com/profile/17967775754899575608noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-39801052770142565222018-02-06T23:14:22.543+08:002018-02-06T23:14:22.543+08:00Thks for your suggestion. F&N and ThaiBev are ...Thks for your suggestion. F&N and ThaiBev are good F&B companies, but I am looking for a company in the REIT management business.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-12523121377664336572018-02-06T09:48:28.880+08:002018-02-06T09:48:28.880+08:00How about F&N? Look like solid business model ...How about F&N? Look like solid business model with ThaiBevJJnEE ADVENTUREhttps://www.blogger.com/profile/17967775754899575608noreply@blogger.com