Condomman PE also exorbitant

At least 5 years financials

Any comments on UOADEV?

Tempted to shift from UOAREIT to UOADEV. Roughly 10% of UOADEV net assets are in UOAREIT, and UOADEV also got some investment assets like Nexus Bangsar South.

U mean Century Logistics?

Decent company. Just that the Nestle litigation is an overhang on its share price.

Cashed out my paper gain from Ta Ann

Only sold about 1/5, cash out the paper gain only.

Wow Ta Ann broke and close above RM5.00 finally

Lucky I only cashed out a bit, leave big bulk to continue the ride

Takpe lar

IMHO upside<downside

Better take out some cash dulu

My sell orders for UOAREIT also taken...now got ammo liao...ada apa tipsy

UOADEV attracts me

Matrix also looks interesting

This post has been edited by Pink Spider: Dec 23 2015, 05:15 PM

Fund managers pushing up their stocks before next week clear block leave

Thanks for the tipsy...esok holiday, research at home

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

This post has been edited by Pink Spider: Dec 24 2015, 10:25 AM

Bila mau belanja roti canai?

Ini negara Islam

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 )

This post has been edited by Pink Spider: Dec 26 2015, 01:35 AM

Bukan passed liao meh?

Eh, if u buy now, and accept the offer, safe and guaranteeed 22.2707423580786% neh

Edit: As at 18-Dec-15 Goldis already holding 73.43% of IGB Corp
http://www.bursamalaysia.com/market/listed...cements/4955057

This post has been edited by Pink Spider: Dec 26 2015, 09:23 AM

As per my comment above, I prefer developers with significant investment properties.

I may be wrong, but it's just my personal preference

This post has been edited by Pink Spider: Dec 26 2015, 10:07 AM

Siapa DT?

His dotter

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

but my boss punya dotter...

back to topic...

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

This post has been edited by Pink Spider: Dec 26 2015, 11:17 AM

Ta Ann dah terbang, IMHO don't enter anymore, but if dah enter just ride the uptrend til it kabooms

PMetal...is just a small bet. Wait and see.