$Wee Hur (E3B.SG)$ 0.73
it is commendable that they realise almost the entire PBSA (save 13%) portfolio in cash and recycle capital.
NTA: 0.73
EPS accretion

$HongkongLand USD (H78.SG)$ 6
visited Central where Landmark Mall is located. look at the crowd! i think the location and footfall is good. just waiting for Chinese to spend again.

$Straits Trading (S20.SG)$
esr offer is out.
just cash from Esr will be more than 50% of market cap.

$Boustead (F9D.SG)$ 1.2
interesting. starting to go into data center development.

$Olam Group (VC2.SG)$ how much gap between current value per share and nav per share can close if the sale good ahead and what EPS can we expect? 🤔 anyone got the in depth knowledge?

$Olam Group (VC2.SG)$
H1 profit only 48m.. Olam dropped to 115 after announcement in Aug
The sale worth 4 billion...  Wow.. ... How much will the earnings be? how high Olam will... 138? 142? 150?

$Olam Group (VC2.SG)$
looking at the reports from the previous sale and making some extrapolation to account from usd to SGD rate, 4 billion sale price etc maybe this sale if successful can net 60cts profit? nav could rise to $2.5 per share. of cos operational EPS will suffer substantially but it looks like a deal that can bring immediate gains.