QUOTE(darkknight81 @ Oct 30 2010, 04:12 AM)
The way i look at it neither ytlp nor ytl-e is a good pick....
Everything seems not clear...
Don't have faith on Francis Yeoh anymore.
Being starting to sell off my ytlp recently to take some profit instead. Any stocks to recommend ka brother?
Of my fav 3, 2 are doing fine (TAGB-PA, Starhill Global). The other one (BTOTO) is good for div so far, but capital appreciation ta'ada. Everything seems not clear...
Don't have faith on Francis Yeoh anymore.
Being starting to sell off my ytlp recently to take some profit instead. Any stocks to recommend ka brother?
TAGB in my view has the most potential for capital appreciation, as they have very good land bank in strategic locations in K.L. , Damansara , SG. Buloh etc Plus they are building themselves into a property developer with a commendable reputation. Their recent 50:50 JV with a large property management company in Australia is prove of a growing reputation and of course growing business as well with the project valued at RM$ 1.8 Billion. Launching of sales is towards the end of this year, while entire project is to be completed by 2014. So if sales take off well, there could be further upside coming.
They are also going quite heavily into hotels, with 3 large ones spread out in Singapore, Australia and Canada.
Another major catalyst to a surge in it's share price could come with launch of MRT. It's properties in Damansara, Bukit Bintang and opposite KLCC standing to gain the most.
The best part about TAGB is that it is still trading below it's IPO.
TAGB-PA at 38 sen is 8.5 sen below it's mother, with only 2 years remaining for conversion at no cost.
Tony Tiah has bought 8 million shares in the past month, with the latest at 40 sen.
Nevertheless invest wisely, like you have been doing all along. Your careful investing style is admired.
Take care, all the best.
This post has been edited by calmwater: Oct 31 2010, 05:05 AM
Oct 31 2010, 04:54 AM

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