yeochingu

yeochingu | Joined since 2019-03-08

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Stock

2019-12-12 00:46 | Report Abuse

用NTA作为指标

Ecowld NTA 1.5, price 0.745
Ewint NTA 1.0 price 1.02

用PE作为指标
Ecowld Pe 11.52
Ewint Pe 17.98

Ecowld还是很便宜
gap up不是罪

要超越Ewint
数据最诚实

Ecoworld 2019 up to date Sales Rm 1.95billion
Ewint 2019 up to date Sales Rm 773 million

Ecowld vs Ewint
我选Ecowld
太便宜了
论pe,论股价,论future prospect
已达到的sales远远抛离对方
甚至打败了所有马来西亚的发展商
严峻的形势,Ecoworld还是屹立不倒
这不是侥幸,这叫实力

Ewint拥有着未来销售的风险,已转成Built to Rent

而Ecoworld依然销售第一,甚至更好
你可以看看近来马来西亚房地产开始复苏
全赖 国家银行的降息加上hoc
预计2020 还会迎来另一次降息风波

Property 股是在2019 尾端的开始
坐好火箭吧!
降息,hoc,外国人买楼
加上政府600k门槛政策

Ecowld 绝不输给Ewint

Stock

2019-12-12 00:30 | Report Abuse

https://m.facebook.com/story.php?story_fbid=10221012606681336&id=1127261255

台湾设计师也来马来西亚考察,看看她的#tag
#设计制造包装都赢了

Stock

2019-12-12 00:03 | Report Abuse

Ecoworld Launched HOPE programme.

standard 1m rebate10% 90%loan 900k nett buying price
Help2Own
Standard 1m rebate 10% 20% ecoworld defer the payment But the 20% will still come back to Ecoworld
Nett selling Price is 900k

other developers
1m price 1m rebate 30%, 20%extra discount will not back to developrr
nett selling price is 700k

Ecoworld achieved 19,999 /22,490
I believe they are doing extremely well especially during these few years. Previous QR prove they are still doing well.
and,This is why their cash is low, and the debt is high but it is manageable.

Stock

2019-12-12 00:00 | Report Abuse

Developer company will recognised their profit&lost after the project complete..
6 years old company
Before HOPE programe , Ecoworld never reduce or discount their houses price.
This make their Profit margin standing very strong
Eventhough after they launched HOPE,their sales boost up, I believe Ecoworld will continue deliver good profit
When you are a growing kid, your parents feed u, let u study, tuition,learn piano, swimming class
Are you afraid of your future Cannot pay back to your parents?
Ecoworld QR result is telling you they are making money every year. And this coming Qr result Will be good as usual
2017 2018 1.00 -1.6 share price delivered 20-30m every QR
2019 0.660 share price delivered 40-50m every QR
And I am showing you 2019 They Sold BBCC 60units in just 3months time

2020 is Government Open door for Foreigners Year
HK protest Rich Uncle Aunties wanna Run Away Year

HongKong buyers buy Malaysia Houses are just like buying Vegetables
4M for 400sf in Hongkong

4m can buy 5 studio at BBCC
4m can buy few Semi D at Eco Majestic
4m can buy 2 Semi D at Eco Ardence
4m can buy 2 bungalow at Eco Horizon

Property overhang?

Stock

2019-12-11 23:17 | Report Abuse

leongkokwah也是推手之一

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2019-12-11 23:17 | Report Abuse

加上成绩公布,有筹码与 khazanah谈判uem sunrise和拼的控制权
双赢模式

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2019-12-11 23:16 | Report Abuse

票数越多,dividend越多
肥水不留别人田
谁买够够力,谁拿多多
有多少票,吃多少

Stock

2019-12-11 23:14 | Report Abuse

业绩报告加上橱窗粉饰
epf 也可能是幕后推手
迟点可能可以看到消息公布今年地产业股票的领头羊,Spsetia也不能和Ecowld来

Stock

2019-12-11 23:13 | Report Abuse

事情很简单,我猜测刘启盛就是推手

推手的目的也很简单
大事情即将发生
而且他很需要票
你不分一杯羹,你走宝
从转手股份消息开始,就是地震前的海啸
这是巩固股票的前奏
被低估已久的巨人,将会朝向儿子的股价迈进

Stock

2019-12-11 23:08 | Report Abuse

假设ecowld股价0.625是底部
那 0.625 是 Ground Floor
追高的意思是股价已经上升了很久,pe 40 Revenue
你摔下来的机率,哪一个会致命?
0.745 是level 1,level2 level 3 这condo 现在才开始
假如还没上楼你就胆却的话,那我去劝你离开股市
你不适合玩股票
你适合买saving plan

Stock

2019-12-11 23:04 | Report Abuse

look at ecowld current sales at BBCC
bbcc 2个月 卖了60间
这是不争的事实
7月
https://ibb.co/jyFj8wN

10月
https://ibb.co/CbVmwD9

Eco Ardence Aeres just Vp last month..

https://youtu.be/COFrK3tBxCo

next will be Dremien
both projects 100% sold out

https://ibb.co/XkZ1thD

https://m.youtube.com/watch?feature=youtu.be&v=11WGrFxKV4E

Eco Sanctuary Sui sui..
worth to pay... no regret

Stock

2019-12-11 23:04 | Report Abuse

look at ecowld current sales at BBCC
bbcc 2个月 卖了60间
这是不争的事实
7月
https://ibb.co/jyFj8wN

10月
https://ibb.co/CbVmwD9

Eco Ardence Aeres just Vp this month..

https://youtu.be/COFrK3tBxCo

next will be Dremien
both projects 100% sold out

https://ibb.co/XkZ1thD

https://m.youtube.com/watch?feature=youtu.be&v=11WGrFxKV4E

Eco Sanctuary Sui sui..
worth to pay... no regret

Stock

2019-12-11 22:57 | Report Abuse

Ecoworld的买家,谁曾经拿过他们的LAD?
你可以跳出来,
我也想知道
据我所知,Ecoworld通常都会在指定时间交屋
这叫专业
当然,网上你会看到一些屋主的投诉
试问这么多Project,这么多subcon,Ecoworld 需要时间去解决这些问题

(我好想问一问那位aunty,你以为你买着4000 psf的家?
500-600 psf的家就无谓这么大费周张去攻击别人
给点时间,ecoworld 会解决
不要过分要求,比ecoworld 烂的developer多到数不清
你要记得,basin 只是装给你,没有列名要给你名牌basin,发展商预算买家会自己装修
不要在那里complaint有的无的,你很可笑)

公司买壳上市6年,拿了4年top10 developer
如果你没本事,怎么可以用这么短的时间成为了最年轻的TOP10 developer?

Stock

2019-12-11 22:47 | Report Abuse

今天上升了15% 不是追高,而是追着来买

价值根本被低估
有人刻意压低股价
现在股票正在恢复着原本的价值
SKL一个一个躲起来,ks55一直喊0.45,叫人卖ecowld,买gkent,结果?
这些人做这些没有根据的跟风去散播谣言
现在潜水了

那些跳出来叫你卖的,是因为他没买到
想一想他们的动机
再做决定
短炒者请远离,因为你不配赢ecoworld的钱
不然你输钱就是你的报应

Stock

2019-12-11 22:35 | Report Abuse

别人看业绩买股,我觉得只要管理层有能力
善于用人,人才就会帮你把玉琢成器
Ecoworld的staff,是很爱公司的

你不信你可以去interview他们

公司与员工的士气将会是一支最强的军队

绿盛世的名字是一名员工帮老板改的
这名员工的创意,把老板刘启盛的名字加进去,
变成了绝配
绿盛世,盛世天下
EcoWorld
Eco是寓意环保,绿色为主
World世界
Ecoworld寓意刘启盛的天下
试问股价0.745,启盛岂能坐视不理?让它沉沦?
适当的时间,宣布好消息,才能平步青云
明日业绩天,走势如何?

大家拭目以待

Stock

2019-12-11 22:23 | Report Abuse

https://ibb.co/rwwvyss

2015 -2018
sales amount

copied from annual report
数据永远骗不了人

Tan Sri的暗示
老板不需要骗你
因为成绩好是事实,他强调经过节省了不必要的开支
未来的盈利会很好
再加上最近2019 三个季度的1.9xbillion销售,hoc+香港走老来马拉的销售,FY19 FY20的target 6billion
我有信心它会达到2019的3billion

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2019-12-11 22:02 | Report Abuse

如果你说Mazda 是批着鬼老西装的日本仔
那么bbcc就是批着日本和服的马来仔

众所皆知,日本人对事的认真,服务态度,世界闻名,堪称一绝
从入门的警卫到柜台服务,都彬彬有礼,鞠躬迎接
厕所坐厕的那种人性化冲水系统,瞄准你的洞口,用温水清洗,那块板的温度气,让你爱上了在那里做大事。
他们对品质的执着,不输瑞士人(手表之都)

如果一个日本管理层,投入了大笔资金在这里与Ecoworld合作
你可以看到ecoworld团队的深谋远虑

Cross Over生意 是一个 1+1大于3的 双赢模式
ecoworld走的每一步棋,倘若你认真去看,你就知道为什么在这么严峻的市场,他们的销售会如此的标清
还是那句,
12号见真章
底牌12号揭晓

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2019-12-11 21:52 | Report Abuse

不要等到楼价攀升才来酸酸葡萄

到你妈妈都跟你说BBCC是很强的mall的时候,
你已经太迟了

20年前和你说alibaba的时候,你对它爱理不理,
今天alibaba 让你高攀不起

今天你说kajang EcoMajestic贵到离谱,价钱又不起,
20年后 它让你买它不起

Stock

2019-12-11 21:30 | Report Abuse

James Ng 的季报分析很清楚

建议大家去听
我再给大家看看sales

bbcc 2个月 卖了60间
这是不争的事实
7月
https://ibb.co/jyFj8wN

10月
https://ibb.co/CbVmwD9

你可以自己去bbcc看看
the stride 我暂时没有info
明年就会 launch Phase 2
Lalaport BBCC明年年尾就会落成
80%tenant confirmed
下一个留着日本血的马来仔会不会击败Pavilion成为市中心新地标?
有着Monorail+ LRT的优势
靠近PNB118
ecoworld也在做着直通TRX的隧道
把7公里缩短成为1公里的路程
拭目以待

Stock

2019-12-11 20:09 | Report Abuse

这次的赚幅,是因为减低了广告费
你可以看到他们fb 的广告
全部用自己的staff explain 每一个project

但是却很detail
这么强的cost saving
bravo

Stock

2019-12-11 19:48 | Report Abuse

apalumau 待在这越久,就是套了很久咯....... 你懂我懂啦!
11/12/2019 7:41 PM

机会难得,6毛很便宜,7毛一样便宜

LKS身家少了一半,你觉得Tan Sri会甘心吗

Stock

2019-12-11 19:22 | Report Abuse

政府一方面打房,一方面救房
这样一打一救
控制了新project的launching
以后要买luxury home,就和大咖买吧
到时候通货膨胀到一包nasilemak 十块,不要祈祷你的神叫人卖给你600-700k

Stock

2019-12-11 19:18 | Report Abuse

大家要注意现在的retained earnings,
倘若这个季度赚幅很高,
retained earnings会增长多少?
dividend
会不会在FY2020出现?
自己想一想

再次提醒明年的 Property market,外国人的加持
600k 是200k 新币?
新加坡的朋友们,200k买一间家便宜吗?
香港公寓400方尺7,8百万港币
香港人会不会考虑留着Ecoworld血的Eco DNA concept屋子?围村生活不如来绿绿的环境?
Eco Botanic怎么看?
BBCC how?
Penang的朋友

就算是外国人不买ecoworld的屋子,买其他developer的屋子,外面的货少了,ecoworld 会是你的选择吗?
讲Overhang的朋友们讲买今年好了,明年你就会说屋子手快有,手慢无

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2019-12-11 19:08 | Report Abuse

apalumau u think u only know kantonis ah? 9 chat lah.....
11/12/2019 6:50 PM

dont angry
tomorrow can buy

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2019-12-11 18:55 | Report Abuse

股价在一个极狭窄的范围内横向移动或缓慢阴跌,每日股价的高低波幅较小,且成交量亦十分稀疏,仿佛像冬眠时潜伏在底部的蛇,这种型态就是潜伏底。通常潜伏底的时间比较长,但是,其突破后产生的成交量激增和股价的暴涨也是惊人的。所以说:潜伏底是横有多长,竖有多高。

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2019-12-11 18:45 | Report Abuse

7300 after so long death cat bounce again
11/12/2019 6:43 PM

I bought Toto magnum 1+3 7300
I want you sad sad

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2019-12-11 18:37 | Report Abuse

Yes NCM88 is Ecoworld fans

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2019-12-11 18:30 | Report Abuse

https://m.investing.com/indices/kl-property

thank you Ecoworld and Ewint for making Property Up Up Up

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2019-12-11 18:22 | Report Abuse

everyone must know..When you see a good company keep dropping..dont be panic
Seriously...If u wan a 6 years Old developer keep showing you their Sales ..

what are you waiting for?
1.2 only chase back and wait for dividend?
its just 0.745 now..cheap cheap

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2019-12-11 18:05 | Report Abuse

Dajiahao Ma Yeooo.. Gold Medal to you..!! Thank You..
11/12/2019 4:40 PM
congrats!!

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2019-12-11 18:05 | Report Abuse

Ermmm @yeochingu 肯定明天出业绩?在哪里可以看几时出业绩?谢谢
11/12/2019 5:22 PM


上个季度2018年13号出
按照惯例,前几个都是提前一天出
这几个季度都是12号出,
12 12 那么美的日期
ecoworld会放过这个顺水推舟吗?

Stock

2019-12-11 15:25 | Report Abuse

看看ecoworld的 retained earnings...
663,625,000

这个季度 lks 已经提水说赚幅很高
成本降低
用脑子想一想哦

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2019-12-11 15:20 | Report Abuse

忘了告诉你,tyyap 来了
师父进场

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2019-12-11 15:02 | Report Abuse

事实胜于雄辩
bbcc 2个月 卖了60间
这是不争的事实
7月
https://ibb.co/jyFj8wN

10月
https://ibb.co/CbVmwD9
12/11/2019 8:33 PM

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2019-12-11 15:01 | Report Abuse

还是那句
12号见真章
report一出,谁与争锋

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2019-12-11 14:59 | Report Abuse

从80sen 压盘再横盘了一段时间, 应该很多ks55 rajachulan 7300 apalumau,这些角色走了,等下再上多点他们就会进回来
所以,买在底部的,定定
Ewint多少,Ecowld就?

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2019-12-11 14:52 | Report Abuse

Fundamental is important..
Every Development company will have Debt
but Ecoworld got smart management + sales team

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2019-12-11 14:49 | Report Abuse

底部 横有多长,竖有多高

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2019-12-11 14:28 | Report Abuse

apalumau last time got one guy bought 200 lots LCTitan at 3.72 after heard that icon bought at 3.74. now laugh ppl dungu. still keep it ah?
11/12/2019 1:28 PM

dont talk other useless thing la...enough la..apa lagi lu mau

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2019-12-11 13:39 | Report Abuse

apalumau..ur teammate sudah hiding..u still here..
bravo

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2019-12-11 13:05 | Report Abuse

Tyyap Introduced Ewint

Ewint 0.990 nta 1.0
Ecowld 0.665 nta 1.5

who is cheaper?

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2019-12-11 13:01 | Report Abuse

Ncm88 Dont forget next year threshold lower to rm600k for foreigners, expect many to sapu our property, consider very cheap for foreigners. RMB 1m China u cant even get this price. USD 142K only so cheap even guai lou can come here retire due to lower expenses and health care
11/12/2019 12:53 PM

This is Why LKS said..Next year may be even better
It is very Obvious
The accumulate sales is the highest during 2017+2018

2015,2016,2017,2018 sales
and
they are handling over Houses in 2018&2019
HongKong Protest also help Malaysia To boost up the Property Market

Data/News always slower than Live
Go to Youtube and search Hk youtubers introduce Malaysia houses to Hongkers


Proven Result+ Good Prospect

Overhang?Not Ecoworld

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2019-12-11 12:50 | Report Abuse

https://ibb.co/82wvkZX
https://ibb.co/4TxxYF3

namewee 黄明志mv也忍不住去EcoSky取景
孙生

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2019-12-11 12:37 | Report Abuse

https://www.youtube.com/watch?v=NijaRFSbF6U

昨天星洲日报已经率先给你们红包通知
7300 apalumau rajachulan 还要死鸡撑饭盖

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2019-12-11 12:31 | Report Abuse

Ncm88 This coming QR will have 100m PAT.
11/12/2019 12:28 PM

it is possible

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2019-12-11 12:26 | Report Abuse

这只是业绩证明,明年的业绩陆续有来,加上最近的销售
房地产板块差,不代表Ecowld 差,
因为ecoworld 卖给你的不是炒楼,
卖给你的是你的家园

房价价格攀升并不是因为炒,而是ecoworld卖的是理想家园

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2019-12-11 11:32 | Report Abuse

7300 overhang ? where? which project? how many units overhang?