Wolf Money(Banyan Group)

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(Image credit: Banyan Group)

I have taken an initial interest in Banyan Group, a Singapore hospitality company which operates familiar hotels and resorts under the Banyan Tree and Angsana brand. I am still in process of writing my thesis. The value centre around the 4 square km of land in Phuket under the ownership of the company. The estimated value of the land is around $4b that could be developed over the next decade. Share is trading at 55% discount to nav. The current p/e is below 8x. I may do a more detail write up in the future. More detail at the end of the month portfolio update. God bless. 

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All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way whatsoever warrant or guarantee the success of any action you take in reliance on our statements. All information provided are for education only. Buyer beware,do you own due diligence.


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