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Company update: AMP Limited

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Company update: AMP Limited

20220324

Ong Wee Hiang
Mar 24, 2022
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Company update: AMP Limited

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I may really have picked the bottom for AMP Limited.

My lowest entry price was AUD 0.865 and have averaged up since.

Pretty happy with that timing which I have been trying to hone the timing skill for the longest time.

24th March 2022

There has been rumour on the market that AMP Capital had been approached by a bevy of suitors for its soon to de-merged arm Collimate Capital .

The first name that came up is a familiar name to Singaporean - CapitaLand.

Then EIG was mentioned too.

18th Feb 2022

Then, just today AFR reported that ESR Cayman - the company that is listed in Hong Kong and had just acquired ARA Asset Management is in advance talk with AMP Capital.

24th Feb 2022

Possible Setup:

To recap

  • AMP is keen to make Collimate independent,

  • around Collimate multiple suitors are dancing,

  • Collimate knows that it has to be independent or be married off,

  • for AMP had set the timeline running and the clock ticking,

  • suitors want to have the bride,

  • but no one is certain of the price to pay,

  • like an auction, may the highest bidder win,

  • always a chance that others would put in a higher bid,

  • AMP is keen to see off the bride,

  • marrying off is the best choice for AMP,

  • for the dowry comes back to AMP,

  • rather than risking Collimate to be independent,

  • and not getting anything back,

  • but if everything fails,

  • at least AMP is rid of Collimate,

  • she shall be independent and no longer feed off AMP

  • Collimate will then be free to ask her price

  • if the price is too high, and no suitors arrive…

  • but if at the right price, all suitors will be there,

  • fighting, kicking to get into view,

  • for the beautiful Collimate would once be up for grabs,

  • from the suitors like CapitaLand, EIG, ESR Cayman and many more


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