today stock market also holiday?

today stock market also holiday?

To be frank with u, my stocks analysis model is very rudimentary, and not good for analysing construction and property stocks, which usually have erratic revenue and earnings growth patterns. So, my opinion on these sectors are purely based on seeing analysts projections, reading their commentary and forming my own opinion.

Huayang - not positive (well, which developer are positive nowadays? ). Most are forecasting stagnant or even negative growth for the next 2 coming financial years. But their dividends are a sweetener (6-7% wor ). Quite defensive in that they're mostly into affordable housing (<RM500,000, though to be honest I wish "affordable" to mean RM400,000 and below). But I still prefer UOA for their superior margins, net cash position, it's having >10% of its net assets invested in UOAREIT and it having some investment assets e.g. Nexus@Bangsar South, which will guarantee recurring income. Me a conservative investor mar

yeah... agree with you.. but as for hua yang, they positioned themselves in the affordable range type, which i think around 500k is still pretty affordable la, given nowadays are all easily a mil and above... PE is only 4.xx right? kinda low, don't you think so? margins are not as good as UOA, but they are several projects in the pipeline... coupled with high dividends yield, not good enough to buy? hmmm........

merry christmas by the way...

How about IGB Corp?
Close to 2-year low...
MidValley office towers...near 100% occupancy
Upcoming Southkey Megamall...
Similar to UOA, has sizable investment assets for the recurring cash flows

Agree with u on the low P/E and divvy yield, but my personal preference is for companies with strong, predictable cash flows, hence I'd prefer IGB and UOA over Huayang and Mah Sing (yeah, Mah Sing has been always on my radar )

If I am not mistaken IGB was to be taken private @ 2.80. 

How about IGB Corp?
Close to 2-year low...
MidValley office towers...near 100% occupancy
Upcoming Southkey Megamall...
Similar to UOA, has sizable investment assets for the recurring cash flows

Agree with u on the low P/E and divvy yield, but my personal preference is for companies with strong, predictable cash flows, hence I'd prefer IGB and UOA over Huayang and Mah Sing (yeah, Mah Sing has been always on my radar )

What is your opinion on Tropicana? PE is are 3-4%, div yield 5%. P/B is 0.4-0.5.

What is your opinion on Tropicana? PE is are 3-4%, div yield 5%. P/B is 0.4-0.5.

Trop has a lot of projects (existing and future) in their pipeline. They are trying quite hard to compete with Eco World, SP Setia etc.
Some of the ratios and fundamentals look good.

But the problem i think is... you must know who directly or indirectly runs the show.
VT loves to mess around with his counters, therefore slaughtering a lot of retailers.
DT on the other hand seems to be doing it very mild.
Not easy to figure out their game plan and when they wana push up this counter.

The above is just my opinion ya.

Siapa DT?

Unker Danny Tan Chee Sing.

His dotter

http://trop.irplc.com/investor-relations/i...tml/page59.html
http://trop.irplc.com/investor-relations/i...tml/page51.html

hahaha so fast look for drillz!   

A lot of property Taikor, their daughters look nice.... 

but my boss punya dotter...

back to topic...

What do u think of UOA and IGB...fundamentally of course

Hmmmm.. ok i study later.

Pss: take a look at Scable 
Study first, then let me know if can > your PMetal and TaAnn 

How about IGB Corp?
Close to 2-year low...
MidValley office towers...near 100% occupancy
Upcoming Southkey Megamall...
Similar to UOA, has sizable investment assets for the recurring cash flows

Agree with u on the low P/E and divvy yield, but my personal preference is for companies with strong, predictable cash flows, hence I'd prefer IGB and UOA over Huayang and Mah Sing (yeah, Mah Sing has been always on my radar )

Will take a look at the 2 you mention.

Off topic, Mah Sing property really sux weh......

Trop has a lot of projects (existing and future) in their pipeline. They are trying quite hard to compete with Eco World, SP Setia etc.
Some of the ratios and fundamentals look good.

But the problem i think is... you must know who directly or indirectly runs the show.
VT loves to mess around with his counters, therefore slaughtering a lot of retailers.
DT on the other hand seems to be doing it very mild.
Not easy to figure out their game plan and when they wana push up this counter.

The above is just my opinion ya.