iafx

iafx | Joined since 2012-11-02

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

4,632

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
4,632
Past 30 days
0
Past 7 days
0
Today
0

User Comments
General

2013-06-03 09:51 | Report Abuse

bro... sekarang ni 2013, apa sa bincang 2007 pulak?! hahahaa... anyway, the interest rate, gdp play the key role. believe so far so good (manageable level), or else v should c gov loosing up constraint for foreigner to buy in. so far, especially affordable home is still very much in demand. of cos, diff loc diff pricing :)

Stock

2013-06-03 09:48 | Report Abuse

too much rely on iskandar, side effect of theme driven...

General

2013-06-03 09:45 | Report Abuse

sure or not? U.S property market is going up, March reported up 10.2% :D

General

2013-06-03 09:38 | Report Abuse

some prop counter do not rely on theme with good div, these counters will be steady thru in coming years

Stock

2013-06-03 09:36 | Report Abuse

@yahoo80 hahhaaahahaa... u should have bought at .485

Stock

2013-06-02 22:32 | Report Abuse

indeed v r in the uncharted era, plenty of unknown, opportunity and risk looks identical :D

General

2013-06-02 22:04 | Report Abuse

from the table in the link above, unless numbers greatly deviated, likely no policy change will be carry out until further sign and more sustainable improvement recorded. but even so, with EU still so weak, stimulus simply not going away this year.

General

2013-06-02 21:38 | Report Abuse

nikkei seems to play by itself :D but printing massive yen will have impact to USD. btw China seen up trend despite weaker manufacturing output. EU still suffer 12.2% unemployment

General

2013-06-02 21:08 | Report Abuse

Fed already said so long jobless claims stay above 6.5%, there won't be any immediate change. latest survey so far indicates minor change only

General

2013-06-02 21:01 | Report Abuse

tebrau makes strong property counter look dam cheap :D

Stock

2013-06-02 16:08 | Report Abuse

the last time wei disposed shares was 08 Feb 2012, since then very actively acquired shares until last Friday. let's see if he buy back later

General

2013-06-01 19:07 | Report Abuse

since 40c? long time ago means u could be having 100% gains by now, congratulate! amprop is fortunate to have recurring rental, highway & power income, properties development is niche rather than theme driven, balanced with UK international properties market. healthy cash level with sustainable DY. once recommended by coldeye, certainly a counter to be considered especially in time of uncertainty.

juz a cheap view, yr $ yr choice :

Stock

2013-06-01 18:40 | Report Abuse

if not the sudden plug of nikkei, klci could have seen another 1800 break thru. now the heat is cold off plus uncertainty on U.S, without new catalyst it will be difficult to continue the cycle. if najib pour another round of etp projects soon enough plus no further "wonder" from global market, maybe klci sentiment can improve, especially to properties counters rely on local market. juz a cheap view... how about u? what do u think?

Stock

2013-06-01 18:10 | Report Abuse

good run already, maybe should focus back property counters with good div yield, best with strong core earnings

Stock

2013-06-01 17:28 | Report Abuse

consider:

On track to achieve a record-high profit. Management indicates that the group is finally set to receive its first resource sharing fee from Maxis in May after months of delay in getting the authority’s approval due to technical issues. Although the exact quantum was not disclosed, we estimate that Maxis could potentially pay up to RM25m based on our channel checks with the other industry players. The one-off fee is expected to boost the group’s FY13 earnings significantly and meet our net profit estimate of RM23.6m (~10 fold YoY). To recap, REDtone had in July 2012 entered into an infrastructure and spectrum sharing agreement (NSA agreement) with Maxis to fast track both the companies’ 4G LTE services rollout.

News & Blogs

2013-06-01 17:22 | Report Abuse

seems recovery pace still slow, qe will not have much change... especially EU still in recession. but jpn printing yen could boost USD.

Stock

2013-05-31 17:58 | Report Abuse

for good counter like this and a host of many others, the biggest price threat is not from the counter itself or KLCI, but the broader markets, especially U.S as you know... so, do keep an eye on that :)

of cos, if u have been following REDtone since last year Nov, there is virtually nothing to worry about.

enjoy the weekend!

Stock

2013-05-31 17:49 | Report Abuse

property counters with strong earnings backup will be sticky :)

Stock

2013-05-31 17:46 | Report Abuse

actually, 70c was much to be expected with coming qtr result, DTTB juz accelerated the process. should REDtone really gotcha the project, another round of hike can be expected given broader markets remains positive. believe the bottomline stays the same, REDtone is to continue make good progress :)

Stock

2013-05-31 17:34 | Report Abuse

awesome 71c closed! hopefully the price stick with continue good volume :)

congratulate to those having good patient, yes!

Stock

2013-05-31 16:28 | Report Abuse

ini long range missile :)

Stock

2013-05-31 15:38 | Report Abuse

UK house prices rise fastest: http://biz.thestar.com.my/news/story.asp?file=/2013/5/31/business/13179307&sec=business

one new high end UK project in the pipeline, patient :)

Stock

2013-05-31 12:33 | Report Abuse

rolling 4 qtr eps 2c saja, no div, up so long non-stop even before GE, currently trading at $1.73, my goodness...

wanna talk about logic? FA? TA? market a place full of wonders :D

Stock
Stock

2013-05-31 09:36 | Report Abuse

not bad :) or can try comparing peer (similar market cap level for example), note those without such core earning already traded above $1.3 at least, yet they do not have a balance of projects like amprop

no worry, your $ your choice :D

Stock

2013-05-31 09:05 | Report Abuse

apart from nta, the core recurring earnings is also a key. take a look at q4 report - operating segment, say engineering & infra alone, that's already > 6c year to-date, excluding all other property or misc income. amprop properties business is balance with local and foreign (U.K). property projects in U.K has such a high margin no project in MY can match, u can find all the on-going projects in latest annual report, including a 1400a sibujaya project.

resilient as it is, this is a counter > $1

Stock

2013-05-31 08:56 | Report Abuse

high chance touching 70c, hopefully will stay there :)

Stock

2013-05-30 21:25 | Report Abuse

see khsb note PDF page 7, no change so far

Stock

2013-05-30 17:42 | Report Abuse

qoq & yoy profit go down a bit... 8c div fair and square

Stock

2013-05-30 17:38 | Report Abuse

the spa said an egm will be called, c later tonight any announcement

Stock

2013-05-30 17:29 | Report Abuse

yup, it's a fact also ivory up from 59c to a height of 79.5c, congratulation to those who made good $ out of it :D

Stock

2013-05-30 17:19 | Report Abuse

the market currently value ivory at 75c, that's not norminal. u may think this market value will not sustain, that's fine. actually, different views create opportunities :)

Stock

2013-05-30 17:10 | Report Abuse

64.5c a good closed :)

Stock

2013-05-30 16:34 | Report Abuse

"Posted by implicit > May 30, 2013 04:29 PM | Report Abuse

Want more hard truths
Net debt = total debt - cash / market value ( cap) "


Net Debt = Total Debt - Cash & Cash Equivalent

Stock
Stock

2013-05-30 15:30 | Report Abuse

the book must turn black first, second earnings must good for div. so far none... maybe sharky is watching somewhere :D

Stock

2013-05-30 15:12 | Report Abuse

don't sell profitable holding to support a loosing one!

of cos, yr $ yr choice... but do think twice

Stock

2013-05-30 12:52 | Report Abuse

sorry lah bro, u can say anything u like, ppl have 28% net cash profit in the pocket. btw, fuyooo... in that case, malton must be very very bad?

Q313 Q312
1.5mil 13mil -88%

Stock

2013-05-30 12:35 | Report Abuse

hahahahhahaahhaaaaa... ok ok, u win u win, shut up :D :D :D

Stock

2013-05-30 12:25 | Report Abuse

cut the P/E crab, such info is everywhere on the web. just answer the question, how many % u made via tambun and huayang investment??? note ivory is much lower in cost vs tambun and huayang, yet till date it brings 26% profit to investors, merely a month

see the point? u can have yr own way of value a counter, but other can have their way to making real $$$. why r u so eager to prove other is wrong? share your view and let other judge it by themselves, full stop.

Stock

2013-05-30 12:18 | Report Abuse

so did u get profit ratio of 43 and 38 thru your investment in tambun and huayang shares, starting post GE13?

Stock

2013-05-30 12:12 | Report Abuse

latest malton qtr report is quite a surprise, hopefully next qtr report will shed some light, otherwise it will be danger. another worry is plenty of cash call waiting ahead, while fortunately malton is able to dispose asset to cover back.

having say this, mkland is not that bad isn't it? except that mr.kasi hahahahaaa...

Stock

2013-05-30 12:06 | Report Abuse

then why r u comparing ivory to those in the list? as u know in the first place being apple vs orange, or lemon if u like :D :D :D

Stock

2013-05-30 11:45 | Report Abuse

ivory current price is few times below any of the list, so what's the big fuzz about it's profit from figure perspective; lower that others?

don't get fool by figure, that's just one part of the story only

Stock

2013-05-30 11:36 | Report Abuse

hahahahaaaa... bro anbz... hahhaaaa

Stock

2013-05-30 11:34 | Report Abuse

if the market can already go on by itself, Fed should really gradually stop printing $, this is really good sign. probably that's why all these years v have seen buy on dip, strong recovery after every non-sense dip :)

Stock

2013-05-30 11:31 | Report Abuse

talking about logic, where is it?

matrix -1.13%
tambun -1.46%
ivory -1.96%
huayang -2.18%

:D :D