Posted by GoldenShares > 2014-10-03 22:22 | Report Abuse

GOOD !

Posted by anthonylow > 2014-10-03 22:41 | Report Abuse

完全同意， 所以我一路来不买产业股。

Posted by CoMBoFisT > 2014-10-04 00:22 | Report Abuse

都是钱在做怪~~发展商过去几十年都赚过了吧。

Posted by Steven Yong > 2014-10-04 00:57 | Report Abuse

I have told all to avoid property earlier, expect some exceptional like gsb, take care

Posted by Surelaughdie > 2014-10-04 01:00 | Report Abuse

oh yes, now we know u hold a lot of gsb..

no fun guessing.

Posted by Bodohjim > 2014-10-04 01:28 | Report Abuse

My view is exactly opposite yours. You clearly have no ideas whatsoever how the economy works, or simply put in this way, how the world works. If you were a developer, would you lower down the properties prices just because you have unsold units? Launched price RM 1million for a superlink freehold villa in KL, would you sell at RM700k just because there is no demand? Some economic theories only work best under the perfect world. DEVELOPERS are cash rich. In the property world, it belongs to the cash rich investors, cash rich developers. Developers will find ways to market their products, BUT WILL NEVER LOWER DOWN properties prices just because they have unsold units. The world belongs to those who have holding power. If malaysia were a tax free country like Brunei, you will be surprised how many Malaysians will use cash to buy properties. Have you seen Hermes, LV prices going down or up years after years. By reading a few comments from the developers how could you conveniently concluded your findings? The smart bosses just finding ways to sell their products by urging the government to help. Simple as that. Welcome to the real business world! Developers already paying high prices for acquisition of lands, you want lowered property prices by developers? Highly unlikely!

Posted by Surelaughdie > 2014-10-04 01:29 | Report Abuse

he is correct!


Posted by Bodohjim > Oct 4, 2014 01:28 AM | Report Abuse

My view is exactly opposite yours. You clearly have no ideas whatsoever how the economy works, or simply put in this way, how the world works. If you were a developer, would you lower down the properties prices just because you have unsold units? Launched price RM 1million for a superlink freehold villa in KL, would you sell at RM700k just because there is no demand? Some economic theories only work best under the perfect world. DEVELOPERS are cash rich. In the property world, it belongs to the cash rich investors, cash rich developers. Developers will find ways to market their products, BUT WILL NEVER LOWER DOWN properties prices just because they have unsold units. The world belongs to those who have holding power. If malaysia were a tax free country like Brunei, you will be surprised how many Malaysians will use cash to buy properties. Have you seen Hermes, LV prices going down or up years after years. By reading a few comments from the developers how could you conveniently concluded your findings? The smart bosses just finding ways to sell their products by urging the government to help. Simple as that. Welcome to the real business world! Developers already paying high prices for acquisition of lands, you want lowered property prices by developers? Highly unlikely!

Posted by Surelaughdie > 2014-10-04 01:30 | Report Abuse

when property price is depress, developer stop all launching, only the secondary mkt melt, developer busy buying land to replenish stock.

newbies donno anything dont simply talk like otb or chinesetea or saturn ok??

Posted by chipekteh > 2014-10-04 02:34 | Report Abuse

Looks like Bodohjim is cleverer than smart uncle Jim! Perhaps bodohjim is cash rich and smart uncle Jim is not.

Posted by bsngpg > 2014-10-04 07:47 | Report Abuse

B-Jim 活在人间。Jim-Y 有理想。

Posted by JT Yeo > 2014-10-04 09:33 | Report Abuse

@bodohjim I dont see why it is not possible for developers to drop price. You are talking about cash rich developers, in that case yes, dropping price is the final option.

But if there is a develop that has high gearing and low in cash, if he is desperate to have cash to pay for interest expense, dropping price is what he will do, just like small developers in China.

Posted by valueinvestor > 2014-10-04 12:23 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/61103.jsp

Posted by bsngpg > 2014-10-04 13:14 | Report Abuse

Housing development is kind of biz with high capital, high risk, high revenue but only reasonable return. If we take Mahsing as an example, we will realize that they are just earning very reasonable margin which is about 15% and less. Mahsing is a good example as its cost of land is very close to market value as the land was acquired and developed/turned into revenue in short time. We should not take those companies with land acquired many years ago at much lower than market price and giving us false numbers that housing development delivers huge margin.

Posted by bsngpg > 2014-10-04 13:17 | Report Abuse

"资金被你们榨干了 …......."
Why do not accuse banking industry which is relatively very safe but commanding very high margin.

Posted by bsngpg > 2014-10-04 13:30 | Report Abuse

“标清….… 盲目的希望……追高…….以为逆势而上……..”

This should not limit to property counters only; in fact the phenomenon applies to the broad market. Please do not pick property counters as scapegoat.

Posted by sien > 2014-10-05 14:06 | Report Abuse

这篇东西有说到发展商会降低价格出售吗？（关于bodohjim的论点）不是只是想重推dibs和动用epf的钱来买罢了吗？

Posted by limko1 > 2014-10-05 14:31 | Report Abuse

Developers won't lower price to clear stock? Not true! I&P offered to clear their stocks of semi-de in Kinrara and condo in Jln Ampang in 2005/06, although not a lot but still a discount.

Posted by kkng0819kk > 2014-10-05 17:40 | Report Abuse

Gaji naik sikit tapi harga naik cepat,mana ada wang lagi untuk beli rumah?Mesti ada sakit di sini sana di dim sistem ekonomi kita