No problem JamieO. Will drop a few very important note for May that will not fail. Good luck for Monday as the Fed Policy is confirmed .

We have removed all detailed explanation, as the level of some forumers do not meet the ability to understand. We will continue to only share broadly. Good luck to all. Pls note I have removed all detailed info. We will post only in EnO forum and will remove after an hr of posting if it's deems private.

We continue to focus on a few particular shares for May amongst the many as these will be the ones with catalyst and news expected

Good performance! Next will be 2.44 the last support.

We continue to believe there may be a play here in coming weeks. The magic number here is 3. Three times the topline, three times the bottomline and the last three for your homework to find out. This will be the fiscal closing for 2014 and 2013 FYE was a very good year for L&G. The closing top was 216m vs 130m topline (2013 vs 2012) and 43m vs 30m bottomline respectively. And 2013 last Q was the highest at 83m contribution to the 216m.

At this point, the 3rd Q for 2014 result at 371m already surpassed 2013 full year of 216m which is more than 150m. Even if L&G Achieve similar last Q of 2013 at 83m, they would achieve another record year at 371 + 83 = 454m vs 216m previous year. A STAGGERING 230m growth at topline.and bottomline should be in the 80+ m region at very least.

Note the 3 3 3 I mentioned in based on 3 years growth. We are predicting a moderate last 2014 quarter due to the cooling factor. If L&G achieve above the example I place there, that achievement would definitely meet the 3 3 3

We are glad to see the gradual support build up for EnO. This is crucial vs a gap up. Reason being gap up is positive however it is also susceptible to negative news and they are a good horse for rebound.
EnO should see 2.44 support again soon if no global negative news are announced.

We are looking at 1.03 as the pivot. Past 1.03 convincingly will be next notch

Adam,our Target to sell we are looking at 1.23 only.

Bravo, pls note we are traders now and have change our stand since original Saturn departed. Our stand is 75cents for L&G for immediate target and LA is 60cents. We are not targeting high becoz we are short term player now and want to achieve our own target

Dear All,
Pls note my earlier statement EPf has taken position is general across the counters and not L&G per say. Apologies for the ambiguity.
Thank you to L&G as it's moving.

EPF has taken position. A lot of EPF policies impose last year for 2014 is to ensure their buying ability for this year. This include limited withdrawal (for EPF account owner) and sidelining the mutual funds as they see an opportunity to support low when the foreign funds selldown. And now that it has happen and possibly still happening, we can expect EPF taking immediate position. We are not looking to play long term for all counters but only selected ones and the rest will be short play. All short play we hope to achieve not more than 4mths. Only defensive stocks will be kept for more than 4mths.

Dear All, the game here is proxy play. They have announce the two units and one of it is McCallister Sdn bhd presence Penang. They will use these units to commouflage their presence . We have seen these during the Focal exercise and everyone thought MPC was next.
Pls note the game is not about which company but where. Our game here is to achieve RM6 or below or closes! We will not be targetting too high

It's all shopping for defensive stock. This will be round 3 I believe Saturn has covered earlier. Pls refer to two things in Saturn's write up. The first is "M&A" and the second being "The Exchange". Read carefully on the exchange, however it only pertains to E&O and not SP Setia or the rest!

Pick up those that are 10% drop first as this is the second day!!

Dear All, pls stay calm. There was a large buying by foreign fund on the 25 Apr. Let the foreign funds clears their selling and as some were doing since yesterday. Take the opportunity to top up over a few days

We continue to like this counter very much. The high PE will absolve itself upon further approval

On positioning in Asia and asset worth from the merger PNB units. Pls read and compare Saturns write up against the below and earlier link and see how the move will position


http://www.theedgemalaysia.com/mobile/article.php?id=287164

Pls read this...

http://www.thestar.com.my/Business/Business-News/2014/04/26/PNB-may-merge-its-big-property-firms/

At GDV 30B and targeting another 13B with all their units in position, their timing could be immaculate to sail pass the changes and demand of the market while picking and choosing their launches to circumvent the Goverment policies. They will go head to head with Tropicana in all the same key places KV, Penang and Johor.
We note as always one of the key ability to Liew is to surprise the public with notable and valuable exchanges in land and purchases. This will be reveal one at a time thru proxy units. We believe it was done in more covert execise thru the proxies not to raise the alarm at a very early stages as these units are not public listed.

Our share price cost has been reduce to 1.51 with the recent Bonus cut off date. We will be looking to paring down to half our holding in Tropicana which will still be substantial and taking further position in Ecoworld.
Tropicana has taken too many re-position stand lately which to investors may be good but to traders, this may mean not prepared.
We will continue coverage on Trops but will limit exposure from time to time for the same reason

Optimus is right!
Treat humanitarian and religion and countries separately.
When crisis happens any where in the world,ask yourself whether it's humanitarian help or religious help that comes most?

We were not born yesterday and have independence for 50+ years. The race relation and situation is worst than before. If in the earlier years we have the term Muhibbah and children are not expose to the differences in race, today the children are ensured they know the diffences.
Obama has every right to comment as he too comes from a country of multiracial and have experience racial riots. Similarly, if we expect the problem to solve on its own, we too are in denial. The situation with Utusan, Perkasa openly expressing racist remarks and go unpunished is already a proof of weak regime and practicing oppressive management without ethic. It is abysmall that no effort was put in to improve race relation and act impartially on sedition for both side of divide

Pls note, apart from the massive Landbank tropicana has, their larger positioning will be lifestyle added into mid end houses to justify the price. They will be positioning that way especially if you see in the recent launches Tropicana Metropark and the coming Tropicana Aman where there will be a lake in the center of the housing or condo. In the metropark side, there will be commercial offices, hospital and shopping mall within the 88acres which we believe will provide high rental yielding!!

With the mulling of the merger for PNB properties, this will be in a way similar to the exercise that the financial Instituition did many years ago when they consolidated to top 10 and then top 6 banks. One of the key areas of bank status and position is determined by the lending base.
In the case, in the property developer sector, one way to do this will be bottom up exercise. A bottom up exercise will see each of the conglomerate spring clean it's subsidiary and align them first to the main objective. This will ensure that all the numbers contributing to the topline will be protected with greater efficiency with their merger and consolidate their assets and Landbank. The assets and Landbank will then be the key measurement of the status and position for the property developer's standing.
Once the exercise is completed at tier 1, the success measurement will be seen in the bottomline due to efficient use of asset and measured over ROA. Tier 2 will then align to the larger picture of positioning by PNB. The positioning here will determine how they would align the category of property eg low cost, high end, lifestyle, so on. In their case I believe it will be mid end, high end and lifestyle. Lifestyle and positioning presence in Penang will be the main reason for SDPB to take on E&O in the first place . Pls take note high end and lifestyle is re categorize and are different again. This will be similar to throwing value adds to justify the high cost of properties we are currently experiencing.
Once Tier 1 & 2 has completed, then only the main absorption into the parent company can happen. Even then, the change will be from the name of the company to the category mentioned only as I Do Not foresee all falling into one super conglomerate that will bound to fail on management and execution!!

Dear All, Saturn is no longer with us. Simwyatt is definitely not Saturn. Saturn is now in West Coast US and will be based in LA and San Francisco.

Dear Jerome, I can assure you Saturn (earlier) does not use any Nic apart from himself denoted by alphabet or number! I am 100% sure because he speaks what he wants and does what he want all the time. He is also spontaneous and very determines when he wants something. This type of character doesn't pretend to be anyone else.

SPSetia may see movement next week on the mooted Merger and price sold rm3.90 by Liew to PNB

Yes OTB is right!!!!!
The Price to Sales is at 0.8 and investors and traders alike will go in below 1 and this is supported by price to book value which suggest undervalued!!!!

Dear All, I would like to revisit some of Saturns writing. Pls go thru the older writing on your own. I am writing this because I saw the link below on merger today as shared by Saturn on 31 Mar. I would like to thank him and commend him on his vision.

http://www.thestar.com.my/Business/Business-News/2014/04/26/PNB-may-merge-its-big-property-firms/


Stock: [E&O]: EASTERN & ORIENTAL BHD
Mar 31, 2014 10:29 AM | Report Abuse

Why is it important for Property Developers to do a M&A during these trying period?
M&A essentially means consolidation and regroup. When put in the right context, it really means making more efficient use of assets and effectively ensuring those sunken cost deliver to optimum. Normally when a M&A happens, there could be surplus of redundant skill and work force. Not forgetting a growing company will be saddled by high operating cost during sudden turn in economy or govt policy as in Malaysia' s case, will have no alternative but to maintain the bottom line for survival at best. This survival will depend on the cash flow and incoming unbilled.

On a more optimistic view, we are in a globalize world. This means that not all monies transaction can be seen by Bank Negara. This is so because not all money transactions and loans to developers go thru local banks and may even be transacted before coming in to Malaysia especially those involving China and ICBC. If such is the case, we may only see the value of business brought into Malaysia and the jobs it provides but not the real transaction.

With the remimbi now hub in Germany, this could also be a sign of the Chinese moving more business to Europe. This is so because you normally do not want to your business to be affected by net exchange losses due to currency exchange. Even as is, the view of a recovering Europe continent also can be viewed like a turnaround stock counter where the promising uptrend can deliver whatever that is already at rock bottom.

This bring me to my next point which is Malaysia and where we stand. Malaysia is unique in the sense that we are a more emerging country compared to Thailand and Indonesia. One being that it sits on the continent and is more stable than Thailand and second, it's still a developing country compared to Singapore which means the exposure and property asset values has not mature. In recent times, a lot has been said of Indonesia and it's property however, it remain that the country is decentralize with poorer infrastructure and commitment compare to Malaysia. The Chinese too view this as a good fundamental and possibility from geographical location and the fact Malaysia is showing more promising growth in Iskandar, KL and Penang.

We are looking at TP1 2.70, TP2 3 and we are not looking beyond RM3 at this point. We will continue to update as Sime decision will be looked upon.

We will continue covering this stock. Believe the ripe price is not there yet. You will have blast of price from low PE coming towards 1st. Half. For E&O it will be reverse. It has a very high PE which will assume its rightful position once the value unlock from STP2 from the realization point.

Don't worry Adam, good you are here too. No wrong to position forestry stock as it's been stagnant for awhile. However sell when it goes up for short term as odds are tipping in favor of them. Slow and silent is the game here. Remember sell when 10% I can't guarantee it is stable after 10%

Hold and wait until before financial result out. Short term RM6

Pls look at L&G . This prospect is very good.!

Thank you Adam, but I am not here to fight. I'm new green lantern expertise in trading short term.

Thank you Adam. Get ready for the next round of climb if you have bought

http://www.thestar.com.my/Business/Business-News/2014/04/26/EO-bullish-about-Seri-Tanjung-Pinang-project-Developer-likely-to-get-goahead-for-phase-2/

The light is mightier than the pen and the sword

Let there be light for Tropicana!!!

Saturn champion is here....

Icon the lose is back writing.....

Ayem back....

Ayem back.....

Ayem back........