Sunday, July 28, 2013

Property Developers Shifting Southwards




Loong Kok Wen, RHB Research analyst talks about Tambun Indah Land:
- Tambun Indah is buying a minority stake in Pearl City from Nadayu Properties (Not rated, NPB MK). Using a proposed private placement to partially fund this. Tell us more about Pearl City, what stage of development is it at?
- sales forecast raised to RM500m on the back of launches such as Straits Garden and Pearl Avenue shop lots - exceeded 70%.
- After the 2nd Penang Bridge Ramp collapsed, confidence level in the bridge’s construction - ready when?
- Islanders typically don’t quite consider mainland as part of Penang per se. How would that perception affect Penang mainland from being viewed as a desirable area?
- bullish on Penang island property? Seems like a very crowded market though.
- Stock is somewhat illiquid though, with Teh Kiak Seng holding 47%, so free float comes in at 53%.
- In terms of property stocks, your overall sector outlook? Between Penang, Iskandar, Rawang - property hot spot?
Tambun Indah hit a 52-week high earlier this week of RM1.50 on 22 July. RHB Research has a Buy call on Tambun Indah at RM1.71.


Source/Extract/Excerpts/来源/转贴/摘录: BFM
Publish date:26/07/13

No comments:

Post a Comment

Warren E. Buffett(沃伦•巴菲特)
Be fearful when others are greedy, and be greedy when others are fearful
别人贪婪时我恐惧, 别人恐惧时我贪婪
投资只需学好两门课: 一,是如何给企业估值,二,是如何看待股市波动
吉姆·罗杰斯(Jim Rogers)
“错过时机”胜于“搞错对象”:不会全军覆没!”
做自己熟悉的事,等到发现大好机会才投钱下去

乔治·索罗斯(George Soros)

“犯错误并没有什么好羞耻的,只有知错不改才是耻辱。”

如果操作过量,即使对市场判断正确,仍会一败涂地。

李驰(中国巴菲特)
高估期间, 卖对, 不卖也对, 买是错的。
低估期间, 买对, 不买也是对, 卖是错的。

Tan Teng Boo


There’s no such thing as defensive stocks.Every stock can be defensive depending on what price you pay for it and what value you get,
冷眼(冯时能)投资概念
“买股票就是买公司的股份,买股份就是与陌生人合股做生意”。
合股做生意,则公司股份的业绩高于一切,而股票的价值决定于盈利。
价值是本,价格是末,故公司比股市重要百倍。
曹仁超-香港股神/港股明灯
1.有智慧,不如趁势
2.止损不止盈
成功者所以成功,是因为不怕失败!失败者所以失败,是失败后不再尝试!
曾淵滄-散户明灯
每逢灾难就是机会,而是在灾难发生时贱价买股票,然后放在一边,耐性地等灾难结束
  • Selected Indexes 52 week range

  • Margin of Safety

    Investment Clock

    World's First Interactive Investment Clock