Posted by spaghetti932 > 2014-09-03 15:55 | Report Abuse

seabird, i bought at 1.85 ... also the same la, lost on paper too. So .... need to hold.
As what people always said, think about why you buy the stock in the first place. If the asset still there, and the company condition remain OK, then it will come back ... just the matter of time. For now, we need to believe this theory, hahaha .... since i dont wanna sell yet, so this will be the reason, or so called "excuse" :)

Posted by seabird > 2014-09-03 15:57 | Report Abuse

agree with u, this is what we can do at the moment...

Posted by Jimmy Lim > 2014-09-03 17:07 | Report Abuse

zhao lang lo

Posted by Jimmy Lim > 2014-09-03 17:53 | Report Abuse

TSQLC the fox is king of goreng

Posted by Jimmy Lim > 2014-09-03 17:55 | Report Abuse

EPF nampak dia pun takut sendiri undur since OYL case...

Posted by seabird > 2014-09-04 11:33 | Report Abuse

Anybody know when will this company give dividend?

Posted by kalim288 > 2014-09-04 12:03 | Report Abuse

never up.......aiks

Posted by tlbeng > 2014-09-04 14:38 | Report Abuse

should have saved more bullets below 1.8. damn...

Posted by spaghetti932 > 2014-09-04 22:05 | Report Abuse

yeah ... this can't be predicted one .. else, i'll only start to buy now. hahaha

Posted by ryan_och > 2014-09-05 09:50 | Report Abuse

coming back

Posted by kalim288 > 2014-09-05 10:20 | Report Abuse

pls shoot up...don't u turn

Posted by tlbeng > 2014-09-05 10:20 | Report Abuse

still a lot of road block ahead :(

Posted by i3i2i1 > 2014-09-05 10:57 | Report Abuse

dont worry..wait and soon come back down... these days short try only

Posted by davidheng126 > 2014-09-05 11:54 | Report Abuse

Slowly climb up baru good ma.. steady.. just hold...

Posted by seabird > 2014-09-05 17:54 | Report Abuse

yeah, slow and steady..wake up!!

Posted by spaghetti932 > 2014-09-05 21:18 | Report Abuse

slow and steady better .... if today can shoot up 10 cent or 15 cent ... then nobody can guarantee that it wont drop 20 cent tomorrow. Step by step is always better.

Posted by Ting Simpsons > 2014-09-06 01:53 | Report Abuse

You think Guoco can go up again

Posted by moonlove99 > 2014-09-07 20:20 | Report Abuse

I think need some time to up...

Posted by Jimmy Lim > 2014-09-08 12:39 | Report Abuse

*yawn*

Posted by mwong3 > 2014-09-08 13:22 |

Post removed.Why?

Posted by 黄睦焜 > 2014-09-09 00:49 | Report Abuse

mwong3... well write up... I hear this will go for privatized

Posted by luckyman > 2014-09-09 10:23 | Report Abuse

Hope the privatisation would offer at least RM2.30 per share

Posted by fatdatlo > 2014-09-09 10:24 | Report Abuse

.
Sooner or later will be privatized.

Posted by yongyou > 2014-09-09 10:51 | Report Abuse

Is it a good news if Privatised?

Posted by assaji > 2014-09-09 14:02 | Report Abuse

Great news

Posted by promaxsam > 2014-09-09 14:11 | Report Abuse

if go privatized is it good for us ? since NTA now is 1.42

Posted by Joel > 2014-09-09 14:41 | Report Abuse

先买GUOCO。
随时达RM2.30！

Posted by Joel > 2014-09-09 15:01 | Report Abuse

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=G&source=M&securityCode=1503

Posted by Joel > 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 ！

Posted by as1915000 > 2014-09-09 15:35 | Report Abuse

Dividend coming soon

Posted by Joel > 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.

Posted by Joel > 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.

Posted by Joel > 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).

Posted by Joel > 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.

Posted by Joel > 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 !

Posted by bmwm5 > 2014-09-09 18:09 | Report Abuse

big selling block, need to clear it first

Posted by louisinvest > 2014-09-09 19:13 |

Post removed.Why?

Posted by valueinvestor > 2014-09-09 20:39 | Report Abuse

http://cdn1.i3investor.com/my/files/dfgs88n/2014/08/07/1481081382--1709521960.pdf

Posted by ppginvest > 2014-09-09 23:38 | Report Abuse

http://www.kwongwah.com.my/news/2014/09/09/129.html

（吉隆坡9日讯）国浩置地（马）有限公司（GUOCO，1503，产业组）公布，在截至2014年6月30日止全年财政年，所取得的税前利润按年从5238万令吉激增近2.3倍至1亿7214万令吉。

它致函大马交易所说，然而，营业额由前期的2亿6326万令吉下跌至2亿3655万令吉。

该集团表示：“营业额减少，主要是由于我们在吉隆坡市旧巴生路的商业项目贡献减少所致。”

国浩置地称，预计产业市场前景和市场情绪，将会继续保持谨慎，主要是国家银行仍然收紧申请房贷条件和提高利率。

它指出：“由于持续获得来自产业发展、子公司、联营企业和酒店业务的贡献，董事局希望在下一个财政年度，能够取得良好表现。”

Google Translation:

(Kuala Lumpur, on the 9th News) GuocoLand (Malaysia) Limited (GUOCO, 1503, the industry group) announced, in the year ended June 30, 2014 annual financial year, pre-tax profit achieved by year from 52.38 million ringgit surged nearly 2.3 times to 100 million 72.14 million ringgit.

Bursa Malaysia said it sent a letter, however, turnover fell from the early 200 million 63.26 million ringgit to 200 million 36.55 million ringgit.

The group said: "The decrease in turnover was mainly due to our contribution to the city of Old Klang Road in Kuala Lumpur commercial projects due to the decrease."

GuocoLand said it expects industry market prospects and market sentiment will continue to remain cautious, mainly the National Bank still tightening mortgage application conditions and raise interest rates.

It states: "Due to continuous access to contributions from industrial development, subsidiaries, associates and hotel business, the Board hopes in the next fiscal year, can achieve good performance."

Posted by 黄睦焜 > 2014-09-10 01:38 | Report Abuse

stock surge up until pull attention from Guuco land management !!! some thing big is happening !!! I guess must be good for the stock prices up...

Posted by yongyou > 2014-09-10 08:58 | Report Abuse

any bro/sis bought this counter?

Posted by yongyou > 2014-09-10 08:59 | Report Abuse

I am trying to Q @RM1.85

Posted by SKBTrader > 2014-09-10 09:20 | Report Abuse

Yongyou

You will not get 1.85 anymore......

Posted by yongyou > 2014-09-10 09:21 | Report Abuse

Hi SKBTrader, now already up RM1.92

Posted by yongyou > 2014-09-10 09:21 | Report Abuse

good counter goes up very fast

Posted by Joel > 2014-09-10 12:37 | Report Abuse

http://www.nanyang.com/node/648102?tid=704

Posted by yongyou > 2014-09-10 13:50 | Report Abuse

is that good news?

Posted by fatdatlo > 2014-09-10 13:58 | Report Abuse

.
QLC's counters need patience...
When up, sometimes can double.

Posted by yongyou > 2014-09-10 14:57 | Report Abuse

today the price from RM1.89 to RM1.92 then down to RM1.86

Posted by yongyou > 2014-09-10 14:59 | Report Abuse

Hi SKBTrader, u r right, still cannot get @RM1.85

"SKBTrader Yongyou
You will not get 1.85 anymore......
10/09/2014 09:20"