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 Traders Kopitiam! V7

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SUSPink Spider
post Feb 9 2015, 11:43 AM

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I also sitting on quite some cash dunno what to buy

Here, go study...

PJDEV and UOADEV

U know me...I don't like property developer stocks yawn.gif

but the financials for these 2 stocks look decent

This post has been edited by Pink Spider: Feb 9 2015, 11:44 AM
tehoice
post Feb 9 2015, 11:55 AM

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okay.... later i go study on my bloomberg...

but i also don't like property counter...........
SUSPink Spider
post Feb 9 2015, 12:10 PM

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QUOTE(tehoice @ Feb 9 2015, 11:55 AM)
okay.... later i go study on my bloomberg...

but i also don't like property counter...........
*
PJDEV also got electric cable and construction material businesses, and also some hotels/resorts

UOADEV got some recurring incomes too, but main business is still property development

Share with us your findings oh icon_idea.gif

This post has been edited by Pink Spider: Feb 9 2015, 12:10 PM
Le Don
post Feb 9 2015, 01:06 PM

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QUOTE(Pink Spider @ Feb 9 2015, 11:43 AM)
I also sitting on quite some cash dunno what to buy

Here, go study...

PJDEV and UOADEV

U know me...I don't like property developer stocks yawn.gif

but the financials for these 2 stocks look decent
*
I would look into the companies you mentioned.

What do you think of construction stocks? I have mitra but I am also interested in Gamuda.

FYI, Mitra has secured many large projects these few months. As for Gamuda, the roll out of MRT line 2 and the news flow on the Penang Trans port Masterplan may be key catalysts
SUSPink Spider
post Feb 9 2015, 01:11 PM

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QUOTE(Le Don @ Feb 9 2015, 01:06 PM)
I would look into the companies you mentioned.

What do you think of construction stocks? I have mitra but I am also interested in Gamuda.

FYI, Mitra has secured many large projects these few months. As for Gamuda, the roll out of MRT line 2 and the news flow on the Penang Trans port Masterplan may be key catalysts
*
I work in a construction company.

I'm an accountant.

No construction company stocks for me. sleep.gif
Carls_Nemesis
post Feb 9 2015, 01:11 PM

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pj dev macam gt some internal issue, but i not tat up to date, the price is attractive indeed.
SUSPink Spider
post Feb 9 2015, 01:13 PM

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QUOTE(Carls_Nemesis @ Feb 9 2015, 01:11 PM)
pj dev macam gt some internal issue, but i not tat up to date, the price is attractive indeed.
*
former boss of OSK Holdings holding some large chunk of the shares

yeah, got some tussles
Carls_Nemesis
post Feb 9 2015, 01:17 PM

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juz heard of some high management issue, my fren ask me dun get in 1st, issue can big can small wor, den i juz leave it out for quite a while, mind to share the story if u researched?
Carls_Nemesis
post Feb 9 2015, 01:17 PM

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*double posting*

This post has been edited by Carls_Nemesis: Feb 9 2015, 01:18 PM
SUSPink Spider
post Feb 9 2015, 01:21 PM

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heard that Ong wanna take it private but at a grossly undervalued price, and ppl wanna remove him as chairman bcos of this
Carls_Nemesis
post Feb 9 2015, 01:38 PM

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hmm.gif so now it is undervalued? buy lower than the offer price? lol
SUSPink Spider
post Feb 9 2015, 01:39 PM

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QUOTE(Carls_Nemesis @ Feb 9 2015, 01:38 PM)
hmm.gif so now it is undervalued? buy lower than the offer price? lol
*
caveat emptor tongue.gif
Carls_Nemesis
post Feb 9 2015, 01:39 PM

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property comp now macam manyak stop new projects jor, overall sales stagnant jor.
Carls_Nemesis
post Feb 9 2015, 01:41 PM

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QUOTE(Pink Spider @ Feb 9 2015, 01:39 PM)
caveat emptor tongue.gif
*
i call it arbitrage? a bit rage? tongue.gif
tehoice
post Feb 9 2015, 02:14 PM

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QUOTE(Pink Spider @ Feb 9 2015, 12:10 PM)
PJDEV also got electric cable and construction material businesses, and also some hotels/resorts

UOADEV got some recurring incomes too, but main business is still property development

Share with us your findings oh icon_idea.gif
*
but their core business is still construction, which is why i don't like their cash flows...

any other counters? preferrably retail type.

how come you this accountant macam so free 1.... your quarterly announcement coming up soon right?
SUSPink Spider
post Feb 9 2015, 02:17 PM

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QUOTE(tehoice @ Feb 9 2015, 02:14 PM)
but their core business is still construction, which is why i don't like their cash flows...

any other counters? preferrably retail type.

how come you this accountant macam so free 1.... your quarterly announcement coming up soon right?
*
Sdn Bhd...mana ada quarterly announcement? tongue.gif

Aku junior akauntan je blush.gif
tehoice
post Feb 9 2015, 05:07 PM

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QUOTE(Pink Spider @ Feb 9 2015, 02:17 PM)
Sdn Bhd...mana ada quarterly announcement? tongue.gif

Aku junior akauntan je blush.gif
*
junior accountant with big fat paycheque every month. got openings ar? i wanna apply also.
SUSPink Spider
post Feb 9 2015, 05:17 PM

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QUOTE(tehoice @ Feb 9 2015, 05:07 PM)
junior accountant with big fat paycheque every month. got openings ar? i wanna apply also.
*
Where got fat? Still 4 figures only doh.gif

And not 7, 8 or 9K sad.gif
felixmask
post Feb 9 2015, 05:20 PM

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QUOTE(Pink Spider @ Feb 9 2015, 05:17 PM)
Where got fat? Still 4 figures only doh.gif

And not 7, 8 or 9K sad.gif
*
but RM6.9K rclxms.gif

U better than me...
SUSPink Spider
post Feb 9 2015, 05:21 PM

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QUOTE(felixmask @ Feb 9 2015, 05:20 PM)
but RM6.9K  rclxms.gif

U better than me...
*
U got working bini icon_idea.gif

I seorang kerja, nak support retiree dad lagi doh.gif

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