Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed

Outline · [ Standard ] · Linear+

Investment SETIA ECOHILL (VERSION 8 @ HUAT AH), Inspiring Eco Township in Semenyih

views
     
cavynz
post Mar 28 2014, 11:07 AM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
Morning ! Didnt drop by for some time, already V8 now ! wow
cavynz
post Mar 28 2014, 11:10 AM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(cheryee @ Mar 28 2014, 10:56 AM)
Hie Lina,

There is a concert coming up in May  thumbup.gif
*
Hi,
Most likely there is a change of plan ! sad.gif
There is a concert but unlikely will be in SEH.
but no confirmation yet.

This post has been edited by cavynz: Mar 28 2014, 11:11 AM
cavynz
post Mar 28 2014, 02:38 PM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(cheryee @ Mar 28 2014, 11:40 AM)
Yawoh, y so long never come here to blow water geh?  tongue.gif
*
Yalor sad.gif too busy with work...
cavynz
post May 1 2014, 10:34 PM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(samkps @ May 1 2014, 09:49 PM)
Oh, is it.. can you please kindly enlighten then...

As a matter of fact, SP setia last year (2013) pre tax profit is 570.3 million, even slightly lose to Sime Darby property which record a 571.5 million profit woh... 
http://www.spsetia.com.my/corporate/group-...-highlights.asp
http://www.simedarby.com/downloads/pdfs/SD...2013_Lowres.pdf (page 21)
If compare to Sime Darby whole group, SP Setia 2013 earning just about ~ 15% of the total earning by Sime Darby...  sweat.gif  sweat.gif
*
Ermm..Can't take Sime Darby as a group for comparison to SPS because SD has income from plantation. Should look at Sime Darby Properties only as comparison.
cavynz
post May 1 2014, 10:40 PM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(samkps @ May 1 2014, 10:37 PM)
I did both... for easier and more comprehensive comparison...  tongue.gif  tongue.gif

If compare property division only, SPS still lose to Sime Darby for 1 million...  tongue.gif  tongue.gif
*
You must compared their GDV amount.
Cannot just look at the profit for the year tongue.gif


cavynz
post May 1 2014, 10:59 PM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(samkps @ May 1 2014, 10:53 PM)
Pardon me, I am not from construction field.

If not mistaken, GDV is not for a project, but not for company, right?

As a share investor, the first thing I will do is to check the company past 5 years profits as well as the NTA. Of course this may not serve as the absolute, but it gives an indication on the past performance, correct?
*
For developers, to justify their position. You must look at their land held for development and GDV = Gross Development Value.

Revenue recognition is only based on % of completion during the year which drill downs to their profit.
cavynz
post May 2 2014, 08:51 AM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(samkps @ May 2 2014, 08:03 AM)
Can enlighten why it is unrealistic? because Sime Darby land mostly in outskirt area and away from KV?  hmm.gif
*
SD still got to rely on Plantation as main stream revenue. Cant imagine if all the lands are converted for development shocking.gif

And probably Yes, most plantations are away from cities or not within klang valley.

This post has been edited by cavynz: May 2 2014, 08:55 AM
cavynz
post May 3 2014, 11:11 AM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(raikonen1213 @ May 2 2014, 09:43 PM)
Halo...memang EW is unethical what...where got CEO at SP but pinching staff at the same time to EW for son?  this not unethical then what?  Brilliant?  Wanna build a second wind, do so la from scratch...not by pinching own staff wahahaaaa...knn some more always talk about integrity....cheh hypocrite
*
Just out of curiosity.. if u think EW is unethical, will u still buy their future projects ? tongue.gif
If u r buying their projects meaning u r supporting them tongue.gif
Cheers
cavynz
post May 5 2014, 11:21 AM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(cheryee @ May 5 2014, 11:13 AM)
cavynz,

Raikonen kor sd EW unethical, he no buy, but his siblings bought ... how IRONIC ho ...  whistling.gif
*
Then he tumpang some shares in the properties tongue.gif
cavynz
post May 16 2014, 02:35 PM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(cheryee @ May 16 2014, 01:01 PM)
It will be based on market forces upon VP. We shall know by then.
*
TKJ, let's start the ball rolling. You sell your Plavia2 to me at RM1.2mil and You buy my Plavia2 at the same price. tongue.gif
There you go, we have the transacted price ! rclxms.gif
cavynz
post May 17 2014, 11:26 AM

Casual
***
Junior Member
367 posts

Joined: Nov 2005
QUOTE(cheryee @ May 16 2014, 04:35 PM)
cavynz,

OK OK! Lai lai lai ... but 1.2mil too low la, Plavia 2 is the gem of SEH wei, PLJ @ peng leng jeng + very practical layout, so let's goreng to 1.5mil, leng mou?  icon_rolleyes.gif  icon_rolleyes.gif  icon_rolleyes.gif
*
Leng !! Of coz I wish it can get as high as possible...haha..
Make it 1.2mil first..leave some room for it to grow tongue.gif
Will those property agents complaint later that we spoiled the market ? tongue.gif

Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0333sec    0.31    7 queries    GZIP Disabled
Time is now: 6th December 2025 - 06:44 AM