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STOCK MARKET DISCUSSION V128, YAT YEE FATT !!!!
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Boon3
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 Mar 14 2013, 08:06 PM
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QUOTE(gark @ Mar 14 2013, 04:50 PM) Look at plantation.. i calculated some plantation peninsular land bank book value only RM 3-4k/ha... where to find now...  IMHO better than property landbank... at least can get 'fruit' every year...  I am thinking this. I agree that a lot of plantation land is probably under valued. However, I feel that these land is likely to remain under valued because I don't see the motivation for plantation owners to revaluate the land. Unless of course, they want to value the land higher for sale. Property developers on the other hand, if they are sitting on a land bank smack in an area where properties are soaring, have the motivation to start new projects on their land bank to profit from the raising land prices. |
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Boon3
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Mar 15 2013, 09:25 AM
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QUOTE(GregPG01 @ Mar 15 2013, 09:22 AM) PLENITU got a few hundred acres down there . owners should privatize and earn kaw2 . Yes, indeed they have and probably could be deemed as a candidate. So do you want to bet on Plenitude? I won't. So many other choices.  |
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Boon3
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Mar 15 2013, 09:28 AM
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QUOTE(GregPG01 @ Mar 15 2013, 09:23 AM) tolong kasi tips  terima kasih . Harloo... harlooo... harlooooooo Don't kacau-kacau.  Look at KSL this morning. It's on the list I simply made yesterday. |
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Boon3
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Mar 15 2013, 09:30 AM
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QUOTE(cadmus @ Mar 15 2013, 09:29 AM) lol. so ngam today's news about them.
• Naim Holdings selling its 33.6% stake in Dayang Enterprise?
Naim Holdings is looking to sell its 33.6% stake in oil and gas player Dayang
Enterprise, industry sources say. It is understood that Naim has already
approached a few parties to buy its block of shares or a chunk of it, but has yet to
secure any buyers. An industry source said that it is likely that Naim will sell
only 32% to avoid triggering a GO for Dayang. Naim had bought a 45% stake in
Dayang in Aug 07, paying RM87.8m, which was prior to Dayang’s IPO in April
08. (KiniBiz)
-CIMB Daybreak. I think gark is a big timer ....  |
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Boon3
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Mar 15 2013, 09:50 AM
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QUOTE(yhtan @ Mar 15 2013, 09:46 AM) This news end all of the speculation of Tan Sri Liew Not quite the same, isn't it? Yes Datuk Voon, deserves much credit but Tan Sri was and still is the key to Setia's success. Now Tan Sri isn't even a major shareholder.  |
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Boon3
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Mar 15 2013, 09:57 AM
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QUOTE(gark @ Mar 15 2013, 09:56 AM) Then big crash..... Choi! Tai Kat Lai Si! 7 early 8 early don't say big crash mah. This morning got tipsy mah? |
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Boon3
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Mar 15 2013, 10:01 AM
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QUOTE(yhtan @ Mar 15 2013, 09:55 AM) Tan Sri Liew definitely has the charisma and leadership element inside, but i'm not sure Datuk Voon, never see him speak in AGM.
PNB acquisition was a shocker for him i guess I have to give some Tan Sri a lot of credit here. What he is doing is so admirable. Very few would be like him, giving his partner, Datuk Voon, the credit and most important, the opportunity to become the next taikor of Setia. Others ah? Would probably die die also won't vacate the seat. |
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Boon3
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Mar 15 2013, 10:13 AM
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QUOTE(gark @ Mar 15 2013, 10:10 AM) You everyday ask for tipsy.. you give some first lor... I gave mah. My tips was undervalued land banks. This morning... see KSL. see Daiman. (or maybe I should have said Iskandar theme. ) So what to buy? |
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Boon3
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Mar 15 2013, 10:23 AM
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QUOTE(gark @ Mar 15 2013, 10:16 AM) There is another theme emerging, but i got no time to do research.. you do for us lah. In 2013 a lot of dividend tax credits is going to expire, thus forcing company to give bumper dividend. The biggest and most obvious one is keck seng. You go look through the Q report and spot some for us lah.  So next theme.. cash rich company with lots and lots of expiring tax credits.  (basically kiam siap cash rich company...)  Why you give me so much work? All I want is veggie list... tips! I had bought Incken and will probably buy more. You think can ah? |
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Boon3
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Mar 15 2013, 10:25 AM
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QUOTE(yhtan @ Mar 15 2013, 10:18 AM) early morning ask for tipsy True, a person can't forever sit on that position forever, there must be a day for u to step down and let others to succeed him I've attended the AGM, he mentioned about the LTIP (Long Term Incentive Plan aka free share to employee). His reply is "I request the committee to remove my entitlement for LTIP, i am a multi-millionaire, is not fair my employee, even though my lou poh scold me for this action" This is truly a leadership sample for all the corporate figurehead  Why got shy to ask one? Share market mah, so share-share mah. Aiseh! You make Tan Sri's story so sexy liao! Any books on him ah? Let me read and be motivated.  |
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Boon3
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Mar 15 2013, 10:29 AM
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QUOTE(gark @ Mar 15 2013, 10:26 AM) You very free mah!  You forget that I am also very lazy. |
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Boon3
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Mar 15 2013, 04:19 PM
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What is happening here? I am not free. I am mahal. I am also lazy. |
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Boon3
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Mar 18 2013, 10:49 AM
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QUOTE(gark @ Mar 18 2013, 10:18 AM) Cyprus banks has over extended themselves. Total capitalization of Cyprus bank combined > GDP of Cyprus... how to bail out? Today got ..... » Click to show Spoiler - click again to hide... « tips ah? |
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Boon3
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Mar 18 2013, 04:06 PM
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QUOTE(gark @ Mar 18 2013, 01:53 PM) Got...  Veggie List! I go mark down in my 555 book. |
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Boon3
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Mar 19 2013, 11:59 AM
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KSL privatised? Old story which was denied already. See Tebrau SHOOTING upwards? Tebrau, KSL ... what do these stocks have in common? |
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Boon3
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Mar 19 2013, 12:27 PM
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QUOTE(GregPG01 @ Mar 19 2013, 12:21 PM) edit -> Checking AR, Tebrau has 4xx HA of leashold lands there in Johor.... are there are better values counter out there ? IINM in terms of land size, Tebrau got the biggest. You got better value counters? Share lah..... |
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Boon3
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Mar 20 2013, 11:00 AM
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QUOTE(yhtan @ Mar 20 2013, 10:03 AM) I didn't expect it fly up so high, the most performing counter in my portfolio for this year Ah Tan!!!! » Click to show Spoiler - click again to hide... « Got good stuff also dun introduce. |
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Boon3
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Mar 20 2013, 11:26 AM
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QUOTE(yhtan @ Mar 20 2013, 11:20 AM) Ah Boon » Click to show Spoiler - click again to hide... « This stock is under my freezer since year 2011 liao, no balls to average down/up in between. Made handsome gain on this counter after Axiata  U got any kangtao today? I look see look see also can't find any bargain in the market So what else in your freezer? Today? Continued to take profit... |
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Boon3
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Mar 20 2013, 11:48 AM
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QUOTE(yhtan @ Mar 20 2013, 11:35 AM) Try to korek my things in freezer ah  Pm sent Choi! Ah Lam still so strong! |
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Boon3
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Mar 20 2013, 11:55 AM
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Ah Tan, Looking at other Johor property stocks now, ie those not so climb ... 1. Crescendo 2. Daiman 3. Plentitude 4. Dijaya 5. E&O 6. Mulpa 7. Mah Sing 8. SP Setia 9. Glomac 1-9 .... which one to hantam ah? |
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