ACELEE

ACELEE | Joined since 2014-03-20

Investing Experience Beginner
Risk Profile Moderate

Server,BellBoy,Driver,Dish Washer,Toilet Cleaner at various Restaurant

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2014-03-27 10:31 | Report Abuse

there has a very high probabilities for them to settle out of court for the Pj sentral case as in business no body want to lose. If injunction still in place and court battle again and again, both parties also lose. Thus,out of court will be the best choice with PKNS still in some stake in the prop GDV then all win win.cheers

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2014-03-27 10:29 | Report Abuse

Contra in mrcb-wa is very hard due its always one day show. But accumulating below 0.24 will definitely rewarded handsomely as I think its mother could reach 2.00-2.5 level with all this news coming soon.

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2014-03-27 10:24 | Report Abuse

Can have over mrcb-wa as well due to its high gearing. I am looking forward to 0.345-0.4 level.

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2014-03-27 10:23 | Report Abuse

You guys also can have look over Mrcb-wa due to its high gearing.I am looking forward 0.345-0.40 level.

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2014-03-27 10:22 | Report Abuse

Yup cytew.do not forget about oskprop-wc and pjdev-wc as well.

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2014-03-27 10:19 | Report Abuse

Be patient everybody,we wait at 0.34-0.35 and 0.48-0.485 for its LA as well as mother

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2014-03-27 10:17 | Report Abuse

Although Pjdev have higher P/Bv and bigger in size but they are now have higher gearing than Oskprop thus limit Wc potential. However,I think Oskprop almost reach its equilibrium level as they are now approaching its P/Bv likely stop at 1.8-1.90 level.Thus the price of the warrant will likely reach 0.80-0.90 level still have more rooms to growth from current level of 0.71.

On the other hand,although Pjdev have higher gearing as well as premium but this is because mother didnt move much but imagine if mother can hit 1.90,then theoretically wc will have 0.90 and this not even taken into account of its longer maturity period which could adds further time value towards its warrant value.

All the above is based upon organic growth of the company and this is not even taken into account of its potential M&A but my advise is that do not have a high hope of higher price in M&A as Uncle Ong will definitely do not wish to give high price which can seen from its recent activities over OSKVI offer that represent a huge discount to its NAV.

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2014-03-27 09:00 | Report Abuse

I personally do not like GLC at the first place.However,after I take a deep look over MRCB-wa,it looks great due to its high gearing of 6++ which is the one of the highest in warrant trading in bursa coupled with many news roll out in very near future, MRCB-wa should have bright prospect.

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2014-03-26 16:22 | Report Abuse

Appreciate your brief analysis leeyh.

Why dont you open a blog just like Icon8888 or kcchong?

3 years then only we can really see the result of transformation as the Penang project just started one year back.

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2014-03-26 16:11 | Report Abuse

Can consider also its warrant,I am looking forward to 0.36-0.405

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2014-03-26 16:11 | Report Abuse

Be patient Bro. Wait for QCAP acquisition then PJsentral then Kwasa then RM 5b KVMRT project then you will see different MRCB

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2014-03-26 16:07 | Report Abuse

Thanks Icon8888,eager to see that. If there is a time you can also too have a look over L&G as they are also another strong growth stocks over the next (2 years) as their earnings visibility are
stronger than Pjdev as although they have lower unbillied sales of RM 650-700m compared to Pjdev of RM 8++m pluss but Pjdev margin is not that good compare to L&G although they have consistent profit coming from leisure and cable business.

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2014-03-26 15:09 | Report Abuse

Oskprop-wa can also be an alternative to Pjdev-wc too as they have higher gearing despite they have shorter warrant life compare to Pjdev but the return should be in line if really privatization takes place as I belive Oskprop will have more 主导性地位

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2014-03-26 15:03 | Report Abuse

See you at 0.345-0.35 LuvLuv

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2014-03-26 12:38 | Report Abuse

I believe they will test 0.345-0.35 again within 5 trading days

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2014-03-26 12:26 | Report Abuse

I am also Bullish on MRCB as well as its warrant

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2014-03-26 12:24 | Report Abuse

Speculators will definitely sell tomoro.

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2014-03-26 12:24 | Report Abuse

Current increment was due to psychological effect of Nanyang publication.

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2014-03-26 12:23 | Report Abuse

Sell when too late as tomoro T3, I and my gang wait again at 0.345 within 5 trading days

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2014-03-21 15:27 | Report Abuse

And what you guys thinks of Australia investment of L&G ,the hidden Valley?

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2014-03-21 15:26 | Report Abuse

I think probably will have due to shareholders pressure. Might be not much likely 1-1.5 cents but consider ok as L&G 股性 is belong to aggressive growth. Anyone know when the Phase 2 of Foresta project will be lauch?Tunku Jaafar?

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2014-03-20 16:50 | Report Abuse

For L&G-LA

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2014-03-20 16:49 | Report Abuse

Good buy now at 0.345-0.35 as this is strong support.

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2014-03-20 16:44 | Report Abuse

Translating about 7-10% DY highest Yield from the sector but I think this will only be one time. future max is 3-5%. but I think still reasonable as this is a growth stocks.In actual facts,I am not expecting any dividend at the first place

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2014-03-20 16:41 | Report Abuse

Heard there are 3 cents dividends coming out next Q upon full year result announcement