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 STOCK MARKET DISCUSSION V124, Seems like no one want this 124...

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davidcch07
post Aug 7 2012, 09:24 PM

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QUOTE(yok70 @ Aug 7 2012, 10:16 PM)
Very difference case.
When Pavreit IPO at 0.88, DPU forecast is 5.8 sen, so yield is much higher at 6.6%.
Now IGBreit IPO at 1.25, DPU forecast is 6.7 sen, so yield is 5.36%.
The reit's upside from yield of 6.6% to 5.36% is 23%.
Therefore, Pavreit has at least a 23% price upside to reach 5.36% yield. Meaning, IGBreit's IPO price is 23% more expensive than Pavreit, assuming both of them are of equivalent high quality assets.
hmm.gif
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so...conclusion got the IGB reit also not that happy? coz limited capital gain ? hmm.gif



Ps:/ Personal felt is expensive for the IPO @ 1.25rm.... Those reits > CMMT/Sunreit/Pavreit also below 1rm.... only

This post has been edited by davidcch07: Aug 7 2012, 09:30 PM
davidcch07
post Aug 7 2012, 10:23 PM

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QUOTE(yok70 @ Aug 7 2012, 11:13 PM)
Ya, less capital gain. Don't think able to gain 30-40% within a year like the others. REIT has been hard sell by many IBs for too long, valuation already rich. Should have sai lang into it last year.  cool2.gif
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then we should look for BJASSET or KLCCP? blush.gif

I go to dig my gf company see see tongue.gif drool.gif
davidcch07
post Aug 7 2012, 10:26 PM

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QUOTE(wenqing @ Aug 7 2012, 10:38 PM)
This time I support u as I also hoping Amedia will drop gao gao. biggrin.gif  biggrin.gif
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same here... i dump all @ 0.54...


Added on August 7, 2012, 10:27 pm
QUOTE(cherroy @ Aug 7 2012, 11:24 PM)
You don't judge a share price or IPO at a figure (RMx.xx) to determine the price is expensive or not.

A share price is judged expensive or cheap, based on its earning ability, and potential earning ability.

A stock price that is Rm10 can be way cheaper than B stock that share price is Rm0.01.

A RM0.01 share price can be deemed expensive as well.  biggrin.gif

Company can issue more share or lower face value to make the share price lower or IPO price lower.
A lower price doesn't mean it is cheap.
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Paiseh... just personal view only.... blush.gif

This post has been edited by davidcch07: Aug 7 2012, 10:27 PM
davidcch07
post Aug 7 2012, 10:43 PM

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QUOTE(yok70 @ Aug 7 2012, 11:37 PM)
which one she's with? time square or klcc? any insider info? TQ shoppers has been improving tremendously since past 2 years. Didn't expect VT also know how to do business, I thought he only know how to make money. notworthy.gif
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BJ smile.gif
davidcch07
post Aug 8 2012, 01:55 PM

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QUOTE(wenqing @ Aug 8 2012, 02:54 PM)
Amedia is failing gem biggrin.gif  biggrin.gif
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but... uma not all is drop gao gao wor ? right ? hmm.gif
davidcch07
post Aug 9 2012, 02:39 PM

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what happen to SEAL?
davidcch07
post Aug 9 2012, 04:05 PM

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some show @ E&O ?
davidcch07
post Aug 10 2012, 04:07 PM

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wah... waht happen to E&O?
davidcch07
post Aug 10 2012, 04:10 PM

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QUOTE(yok70 @ Aug 10 2012, 05:09 PM)
court case how? win already??  tongue.gif
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no idea... wah.... 10 % increase.... win gao gao rclxms.gif

can i Q at 2.3RM? lol ... drool.gif

This post has been edited by davidcch07: Aug 10 2012, 04:10 PM
davidcch07
post Aug 10 2012, 04:12 PM

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QUOTE(yok70 @ Aug 10 2012, 05:11 PM)
if 2.3, i'll sell all mine also.  biggrin.gif
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Max only and up 1.9RM ... erm... next monday come again ? erm.. drool.gif
davidcch07
post Aug 10 2012, 04:20 PM

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QUOTE(yok70 @ Aug 10 2012, 05:16 PM)
wow! looks like limit up soon... shocking.gif  rclxms.gif
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finally touch UP LIMIT... 1.92... rclxms.gif rclxms.gif
davidcch07
post Aug 10 2012, 04:22 PM

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Buy + Hold = good one .... Cheers Yok gor smile.gif

Finally the time is coming ... whoohoo!
davidcch07
post Aug 10 2012, 04:25 PM

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QUOTE(yok70 @ Aug 10 2012, 05:23 PM)
congrats to you too!  thumbup.gif

but still dunno is this fake show or real one. Sharks are cunning.  tongue.gif
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dun know what news ..behind... better we Q 2.3rm smile.gif
davidcch07
post Aug 10 2012, 04:49 PM

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no wonder la... SG ppls keep buy at 1.45 till 1.55.... now they get the Big Rewards now tongue.gif
davidcch07
post Aug 10 2012, 04:55 PM

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QUOTE(yok70 @ Aug 10 2012, 05:51 PM)
48% buy rate....ppl still scare.... laugh.gif
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now .. 50% blush.gif
davidcch07
post Aug 10 2012, 05:03 PM

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QUOTE(SKY 1809 @ Aug 10 2012, 06:02 PM)
So u finally got yr wet dream hmm.gif
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same wet wet dream with Man Best fren rclxms.gif
davidcch07
post Aug 10 2012, 06:26 PM

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QUOTE(SKY 1809 @ Aug 10 2012, 07:02 PM)
Better GO home n have a nice rest

Bursa UMA E & O lor.

Wow , Star says rclxub.gif

http://biz.thestar.com.my/news/story.asp?f...23&sec=business
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deleted

This post has been edited by davidcch07: Aug 10 2012, 06:28 PM
davidcch07
post Aug 14 2012, 12:58 AM

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QUOTE(yok70 @ Aug 14 2012, 01:48 AM)
Interesting view regarding E&O case.  thumbup.gif
The Edge not allow cut and paste, so you have to read the link below.  doh.gif

http://www.theedgemalaysia.com/in-the-fina...-limelight.html
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overall make sense har... but this few day will kill the traders cry.gif .... for long term play no harm la... cool2.gif
davidcch07
post Aug 14 2012, 03:50 PM

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anyone received TM refund ?
davidcch07
post Aug 15 2012, 04:36 PM

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Good one ASAS smile.gif NTA 2RM++ smile.gif

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