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ronn77
post Nov 8 2010, 10:47 AM

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QUOTE(JinXXX @ Nov 8 2010, 09:50 AM)
heard that their quarterly report coming out mid of the month...

that might shoot it up another 20 cents if its good lol smile.gif
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Yea, suppose the 3rd qtr report out somewherethis week but seems got further delay..probably waiting for the director to accumulate the stock before releasing the P&L biggrin.gif
ronn77
post Nov 8 2010, 11:30 AM

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QUOTE(wlcling @ Nov 8 2010, 11:15 AM)
Gensp results will be out nov 11.

Results should be good news but according to some sources, the results is not the main Christmas present... There's something else coming soon. My expectation is $2.80 by end of this year.
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So this is just an appetiser i/o maincourse? Any idea what is the big news is about? I think it has to do with new license bidding in overseas especially US on casino license?
ronn77
post Nov 9 2010, 04:31 PM

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Once GS move, u can't stop that maglev train rclxms.gif
ronn77
post Nov 9 2010, 06:25 PM

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I sold my Golden Agri when it hit 67 cents. Very regret selling it although I did pocketed some profits from it.

Do you think this stock going to hit another higher level? Any news
ronn77
post Nov 9 2010, 07:02 PM

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QUOTE(wlcling @ Nov 9 2010, 06:36 PM)
its ok... profits are profits, its hard to sell at the highest point and similarly hard to buy at the lowest point and you never ever know what tomorrow might bring. Sleep well tonight that profits are already in your pocket  blush.gif

I do not know what the TP is, i'm just buying on momentum. Recent price increase because of rising commodity prices and will reflect on q3 results. On a more ground level, looking at its trading pattern today, i find it very similar with genting sp which leads me to a very bullish conclusion.

By the way, q3 for golden agri is on 11 Nov - same as genting sp...
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So it means some good news are about to hit the Golden Agri, probably better profits for 3rd qtr. Shall go into this counter again if the correction happened after the results announced.


ronn77
post Nov 9 2010, 07:30 PM

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QUOTE(wlcling @ Nov 9 2010, 07:17 PM)
strongly possible better q3... rising commodity prices are a fact especially with printing & devaluation of $$$.

If you are a long term buyer, then you should ask shareeye for his views... i'm not familiar with this counter's FA.  blush.gif
If i'm not wrong, MBS wasn't fully operational throughout the previous quarter so this quarter, MBS has stolen a bigger piece of the pie.

However, this quarter i believe the Pie itself is much bigger, with YOG events, increased occupancy rates, etc.

if i were to guess, i'd say q3 net profits for gensp would be $670 million (with the 70 million added for fun... just like playing 4d haha)
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$670m nett profits? That nearly doubled the previous qtr nett profits. Do you think it's achievable? In fact if they can sustain the last qtr profits is considered as good achievement as the rival has not been on full force during the 2nd qtr. Anyway it will be a bonus if they recorded another high profits to boost the price up to $3.
ronn77
post Nov 10 2010, 10:10 AM

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wat happen to GS today? signs of bad reports?

well...time to buy some for those that miss the boat before the boat speed to the sea brows.gif
ronn77
post Nov 11 2010, 10:10 AM

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QUOTE(wlcling @ Nov 11 2010, 09:58 AM)
sold some gensp 2.27, gtg be out the whole day  blush.gif
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why you sell it off? any signs of drawbacks?
ronn77
post Nov 11 2010, 11:51 AM

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QUOTE(wlcling @ Nov 11 2010, 11:20 AM)
Aiya buying back la....wasting brokerage.. One of my pals say don't worry
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lol..what do you mean? u selling off this morning and buying back?
u better keep that brokerage fees and treat me a coffee than sponsor ur broker la bro biggrin.gif
ronn77
post Nov 11 2010, 03:34 PM

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the action now is 2.31 is not enough to push for $3 leh....
must "huat" more...so only we will have "pre-angpow" or "pre-bonus" for this year end.
ronn77
post Nov 12 2010, 07:45 AM

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wcling, has the report out? I couldn't find it anywhere.
ronn77
post Nov 12 2010, 09:13 AM

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QUOTE(ytle2010 @ Nov 12 2010, 08:14 AM)
Hi Ron, you could find it at
www.sgx.com
Click on Announcement
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Thanks ytle,

Quite disappointed with the 3rs qtr P&L which is half of what they achieved in 2nd qtr. It could be the new casino which taking slice of the market share over the GS. The question now is what is the fair value of this stock and is it worth to pick-up more if it dropped further? Right now the stock is 2.14 which already dropped 14 cents within 20 mins of trading.

ronn77
post Nov 12 2010, 10:41 AM

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QUOTE(wlcling @ Nov 12 2010, 10:33 AM)
watch this stock, full apex... been monitoring for past few weeks... everyday going up... slowly..  can buy in for a gamble... something brewing
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Friend, can you shed some light on what will be the next big news about this company?
ronn77
post Nov 12 2010, 11:41 AM

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In terms of revenue, GS is slightly better than MBS but margin wise the MBS is slightly better than GS. The competition is quite even between both rivalry. Now the challenge is how they going to attract more visitors into the Singapore at the expense of other matured countries (Macau, US). Anyway I still have faith in this counter and let's see how it goes in the coming days...probably some surprises.
ronn77
post Nov 12 2010, 02:11 PM

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QUOTE(wlcling @ Nov 12 2010, 12:21 PM)
no idea... just monitor for full apex... don't buy ... no tips for this one.
i think i will have some news on the surprise soon... now is a good time to buy for those whom have not bought yet!!!  rclxms.gif
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come on man, tell us the news now biggrin.gif
or you can pm me...lol
maybe it will be new asia LVS? biggrin.gif
ronn77
post Nov 17 2010, 09:58 AM

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Guys, which is the best dividend paying reit in Singapore stock? Thinking of parking some of my money there when market is slowing down.
ronn77
post Nov 17 2010, 01:13 PM

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QUOTE(Hansel @ Nov 17 2010, 11:59 AM)
Ronn, take a look at the link below, which contains a pdf file, then look at Slide No 12/27. Your answer lies on the lefthand-most vertical bar : AIMSAMPIREIT.

http://firstreit.listedcompany.com/newsroo...1002B5FA4.1.pdf

But highest yield comes with its price too - safety of counter and sustainability of the yield. Please do your DD.
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Thanks for your chart Hansel.

And yes, you're right as the sustainability and the stability of the stock price is important too. I do have AIMSAMPIREIT but unfortunately the price I bought this stock is at 0.365 compared to current closing price @ 0.225 thus on paper I'm having negative yield at this moment. Shall look for other REIT company to put my money in or average down my price for AIMSAMPREIT.
ronn77
post Nov 17 2010, 08:09 PM

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QUOTE(Hansel @ Nov 17 2010, 06:56 PM)
I'll tell you what I buy then, perhaps you can have a look too. I am in First REIT.

As for the history and performance, read it up. But there is a small inconvenience here - you will have to do it quickly. If you like it, this is a very good chance to go in.

There is a Rights Issue which is about to start, for it has been proposed last week. Book Closure Date is on Dec 3.

To me - this is a very good chance for investors to go in. I won't talk about the counter too much, I'll be neutral here. But with all the DD I have done, this is my largest holding.

Good luck !
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Sounds good...will follow this stock movement once market open tomorrow. Hope the best will come soon..

Will let you know once I entered thumbup.gif
ronn77
post Nov 18 2010, 04:38 PM

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Hansel, I just added First Reit @ 0.955 thumbup.gif

Let's wait for the magic to happen.


ronn77
post Nov 18 2010, 05:54 PM

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QUOTE(Hansel @ Nov 18 2010, 05:33 PM)
Thank you for the update, Ronn.

I am sure you are aware too that you are now entitled to buy Rights Issues at a Rights Price @ 0.50 each, whereby, if my memory serves me correctly, it's a 4-for-5 arrangement. Please prepare your funds for this, and if you are not keen to take up your Rights, do sell them away later during the Rights Trading period. But I would think since you are so keen, you would definitely take-up the Rights too.

Well, I hoped I am right about First REIT, in the present and in the future.
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well Hansel, thanks for the info. do you think it's worth to pick the rights or just sell them off?

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