1700 coming...124 thread also cannot fight the bull....

It used to be digistar vs amedia. Now, winner is clear.

food commodities price surge.
benefits which companies? any idea?
i just know it's not good for food companies that relies on food commodities.
benefit plantations? but most IBs underweight CPO, only osk bullish on cpo.

The increment of raw materials price may lower profit margin?

This post has been edited by yok70: Aug 6 2012, 11:19 PM

Passing cost to consumer takes at least few months time, at least 6 months I guess. Nestle able to report higher profit even when material price went up last year was because their revenue went up to cover the drop of profit margin.

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Added on August 7, 2012, 12:24 amcorn price up, QL also be affected.
we all can easily points out those got hurt by it, but hard to find those that could benefit from it?

This post has been edited by yok70: Aug 7 2012, 12:24 AM

Oops! From the IGBReit's prospectus, the forecast FY13 DPU is 6.71 sen instead of moppy master's calculated 7.7 sen. So the yield is much lower than I thought. At 1.25, yield is only 5.37%.
I just removed all my buy queues since I were using 7.7 sen DPU on IGBReit to come out buying price for Kassets.

This post has been edited by yok70: Aug 7 2012, 02:18 PM

gab in the sky, genting reflected the sky under the sea.

alex said may fall back to 6.x tim!
he was using a 1994-2012 graph. i was wondering a company's performance won't change after 18 years?! does it make any sense to draw such line? just wondering.

http://nexttrade.blogspot.com/2012/08/gent...ping-point.html

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Added on August 7, 2012, 2:48 pmi do. And it seems never able to stop. maybe can wait below 10.

This post has been edited by yok70: Aug 7 2012, 02:48 PM

if CI want to go 1700, they have to push genting and his bro genm up.
if they want 1500, then can wait genting at 7.00 very nice.

This post has been edited by yok70: Aug 7 2012, 02:58 PM

you early bird with moppy master mah!
my abp only gives yield of 6.3%

actually i'm happy with it lah. must thank pana and moppy master's recommendation.

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.

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.

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.

At 9.00 of 1.25, yield at 5.36%.
The most it could go probably same as Pavreit's 4.9% yield? Which means about 9% capital gain possibility. Worth or not? See greedy or not loh.

Buying Kasset at 9.00 will give you IGBreit at 1.25. And IPO price for IGBreit is 1.25.

You are correct. I'm just saying it's 23% more expensive than Pavreit.

Besides, the recent Reit's bullish sentiment is also kind of relates with IGBreit's IPO. So after the IPO, will the sentiment neutralize and Reits price moderates a bit? We don't know, only market will know.
If market continues to appreciate Reit's nature, then current rich valuation may be able to maintain, then it's good news for us Reits holders.
If market cool down by profit taking, then valuation may gets lower a little. But i'm fine with that, current rich valuation actually makes me a little uncomfortable and feel it may cool down after IGBreit's IPO.

Definitely. As for the purpose of passive income, I'm sure IGBreit is an excellent choice.

Do you know the rental revision condition of Midvalley and Garden? Just read that 63% of Sunway Pyramid rental revision will be by Sept 2013, management expects a 4-5% upside.

Everyday saw your few posts about Kassets ROOOOOMMMMM up up up! But are you selling? If not, no use for Kassets to move up right? So you wanna sell?

This post has been edited by yok70: Aug 9 2012, 10:21 AM