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2014-09-11 12:54 | Report Abuse
Once divested Sabah plantation,
DUTALAND will receive abundant of cash, then DUTALAND will become a net cash company.
In the company's accounts, this 30,000 acres plantation land value for RM319 million.
If the land sales is successful, the company will be able to get RM511millions profit.
Net tangible asset value per share,
will adjust from RM1.44 to RM2.30.
2014-09-11 12:53 | Report Abuse
Dutaland 富达
DUTALAND is basically a property development company,
it is implementing luxury residential in KL KennyHill and the project is capital intensive.
It is planning a divestment of it's plantation land as part of the financial restructuring plan,
therefore, divestment of it's 30,000 acres plantation in Sabah is just a matter of time.
2014-09-11 11:29 | Report Abuse
Collect better Pmetal !
Dun miss the chance !
2014-09-11 09:34 | Report Abuse
PRESS METAL今天与明天可能大涨!
2014-09-11 09:26 | Report Abuse
BUY PMETAL !
Aluminum industry is on momentum !
Alcoa has been expanding its production to capitalize on the growing demand.
Alcoa is set to generate big profits with its organic and inorganic investments.
Alcoa's share price has strong upside potential.
2014-09-11 07:21 | Report Abuse
SAVILLE@D'LAKE, PUCHONG how much per unit service apartment ?
per sq ft how much ?
Thannk.
2014-09-11 07:17 | Report Abuse
PRESS METAL 从GST 受惠吗?
GST 使明年车价下降1-3巴仙。
据我所知PMETAL产品其中使用来汽车工业。
车子降价将大大提升DEMAND。
这使到营业额以及利润提高!
2014-09-10 16:32 | Report Abuse
想到都惊讶profit after tax in the next coming RQ 利润!!
2014-09-10 16:29 | Report Abuse
很少有公司sales revenu达到rm4 billion like PRESS METAL !!
2014-09-10 15:20 | Report Abuse
Press Metal FY14 PE(X) : 5.97 !
2014-09-10 15:20 | Report Abuse
http://klse.i3investor.com/blogs/rhb/57300.jsp
Focus PMETAL PE !!
2014-09-10 15:00 | Report Abuse
maybe reach at rm0.65 leh .
who will know.
2014-09-10 14:46 | Report Abuse
billionhair, U may read the RHB cover report then u will understand PRESS METAL.
2014-09-10 12:46 | Report Abuse
等下下午2:30pm 第二轮DUTALAND及可能达RM0.65 以上!
COMMENT: BUY BELOW RM0.70.
2014-09-10 12:36 | Report Abuse
接下这星期至下个星期,PRESS METAL股价可会在RM8.20 之间跑动!
2014-09-10 07:57 | Report Abuse
2014-09-10 07:31 | Report Abuse
4. On top of margin expansion, Kenanga Research is also expecting superior revenue growth of 25 per cent to RM3.9 billion in FY14E on additional capacity expansion.
2014-09-10 07:30 | Report Abuse
3. every US$100/MT increase in aluminum prices could directly translate into a five per cent increase in Press Metal’s bottom line.
2014-09-10 07:27 | Report Abuse
1. It is the time for Press Metal Bhd (Press Metal) to shine as analysts expect the group to ride on aluminium price recovery and margin expansion in its Manufacturing and Trading (M&T) to drive earnings growth.
2. According to the research arm of Kenanga Investment Bank Bhd (Kenanga Research), it holds a bullish view on aluminium prices, premised on the increasing popularity of aluminium in the auto industry as a steel alternative, growing demand in emerging markets, and declining global production rates.
2014-09-09 21:16 | Report Abuse
只是有时跌价,
如果不跌,
哪里会有更多investors 来买PMETAL !
2014-09-09 21:14 | Report Abuse
I will collect another 1 lot PMETAL during Correction Price.
ALUMINIUM PRICE 有时当然会跌跌下的,
它不可能一直都保持上涨趋势。
我相信AFTER BONUS ISSUE ,
PMETAL@股价至少达RM4.50 以上!
有一点我想提的是:
Be4 Bonus Issue, 股价不是不可能不会超过RM10.00.
以现在的趋势来看,
Uptrend is intact@PRESS METAL !
2014-09-09 20:57 | Report Abuse
RM10.00 是5年后的股价,
但是这很难说,也许3-4年就可达标。
现在可以买进,长期FD 肯定比起银行/投资Unit Trusts 好多了。
2014-09-09 16:01 | Report Abuse
7.
RNAV is driven by revaluation on its
landbank, investment property and inventory value to market prices.
Only
DC’s project is valued based on DCF of its future profits.
Thus, our
valuations are conservative as we are opting for land-driven RNAVs rather
than assuming full development value of each landbanks.
We derive an
RNAV of RM5.89 and assume a steep 50% discount (higher than our
average discount applied on developers of 31%) to derive a TP of RM2.95.
COMMENT: Buy on weakness@ strongly believe that
Guocoland is severely undervalued !
2014-09-09 15:59 | Report Abuse
6.
An under-researched counter.
The stock has a very volatile 3-year
historical PER range of 11x-138x (average: 30x) while its PBV range is
0.7x-1.3x (average: 0.9x).
Believe there is a mismatch in terms of the
company’s asset value and their speed of RNAV realization.
2014-09-09 15:58 | Report Abuse
5.
Damansara City (GDV: RM2.5b) will benefit from upcoming MRT
station.
The project is located next to Pusat Damansara and directly fronts
the upcoming MRT station.
The group is in the midst of selling its DC
Residency.
undiscount Guocoland selling its completed offices
via en bloc sales or securing JV investors.
Note that the group also has a
21.7% stake in Tower REIT that invests in offices, and is the manager of
the REIT; this could be an avenue for asset realization as well. (Refer
overleaf).
2014-09-09 15:57 | Report Abuse
4. 3-year pipeline GDV of RM2.5b, which was recently highlighted in The
Edge, comprising:
(i) landed residential project at Emerald @ Rawang
project
(ii) township development at Pantai Sepang Putra @ Sepang
(iii) high-end landed residential at Alam Damai @ Cheras
(iv) 28 factory units
at PJ City Commercial Hub, and (v) portions of Damansara City.
2014-09-09 15:55 | Report Abuse
回顾一下GUOCO身份!
1. GUOCO has a remaining total landbank of
c.9,300 ac, of which 51% is in Sepang, 41% in Jasin, Melaka, 6% in
Rawang and balance are niche parcels, which are mostly located in prime
areas in Klang Valley (e.g. KLCC, Gombak, Sg Buloh, etc).
2. This underresearched
group’s landbank size is not too far behind UEMS of c.12,000
ac and more than IJMLAND’s c.6,000 ac while its landbanks are mostly
located in Klang Valley.
3. Guocoland’s current market cap of
RM1.2b is unjustified when compared to IJMLAND’s RM5.2b and UEMS’s
RM9.4b.
2014-09-09 15:16 | Report Abuse
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=P&source=M&securityCode=8869
注意它的:Earning per Share & NTA !
1. Earning Per Share fr 5.48 cent increased to 11.57 cent !
2. NTA fr RM2.50 increased to RM3.29 !
2014-09-09 15:09 | Report Abuse
今天报!
丹斯里郭令汕旗下多家公司股价齐齐走高!
当中公司包括HLFG,NARRA, MPI。
接下来估计这星期开始GUOCO将站稳RM2.30 !
2014-09-09 14:50 | Report Abuse
今天应该会超过RM7.50 !
2014-09-09 12:41 | Report Abuse
2014-09-08 22:14 | Report Abuse
Hi, Lim.
I aslo like u
I sold Pmetal at RM3.50 3 months ago.
very very regreted !
I collect back at rm5.47863 5 weeks ago.
2014-09-08 22:10 | Report Abuse
很大可能会至少有10 CENT DIVIDEN TO PAY。
就算没有10 CENT, 都有8 CENT DIV。
COMMENT : BUY !
TP BY THIS WEEK 至少 RM2.00 !
2014-09-08 22:03 | Report Abuse
CORRECTION PRICE by tomorrow I guess. ( normally like that )
I will enter durinh correction price.
2014-09-08 22:01 | Report Abuse
join ur boat tomorrow.
hope to reach at lease rm3.50@PLENITU by this week
2014-09-08 22:00 | Report Abuse
Bro sis,
Last week I sold all my KSL lots.
Now I felt so regreted cos today bullish.
I think I will buy PLENITU tomoroow.
I hope is a another KSL to fly.
2014-09-08 16:25 | Report Abuse
Short term in 45 Minutes TP fr today RM7.38 !
明天或后天PRESS METAL股价预料将达RM7.50 以上!
Stock: [DUTALND]: DUTALAND BHD
2014-09-11 12:55 | Report Abuse
资产变现金重振雄风
富达基本上是一家产业发展公司,
正在首都的高等住宅区格尼山(KennyHill),推行庞大的高价建屋计划,
需要大笔资金,再加上脱售园坵是财务重组计划的一部份,
所以,脱售沙巴的3万英亩园坵,势在必行,只是时间问题而已。
一旦脱售沙巴的园坵,富达将拥有雄厚的资金,在产业界大开拳脚,
届时富达将不再是吴下阿蒙。这3万英亩园坵在该公司账目中的价值为3亿1900万令吉,
如果卖地成功的话,该公司将可以取得5亿1100万令吉的盈利。
每股净有形资产价值,
将由目前的RM1.44增加到RM2.30 !!