Posted by kenneth89 > 2015-01-23 22:22 | Report Abuse

你们买e@o不如买ksl?

Posted by cheeseburger > 2015-01-23 22:52 | Report Abuse

Pakchuicheng, you have said for itself, there is a lot of "if" along the past 1 year trend. We are living in real world.
As i have mentioned, i will still stock up this share if it move to desire price range. That will still be considered along with the current economy situation, the coming up government event, latest progress of this company. changes etc.
Buy signal at right timing. Apparently this Mr S forgotten the timing rules..Blind? blind lead the blind, brother

Posted by bluefun > 2015-01-23 23:02 | Report Abuse

just buy and hold, will moving up soon :) trust E&O

Posted by PakChuiCheng > 2015-01-23 23:49 | Report Abuse

What rubbish are you talking abt me Cheeseburger? The if refer to the conservative price rather than peak price. The if is used instead context. You understand? I can use it this way too " if I had driven my fathers car instead of my mothers car...." Does the statement mean I have one car or two cars in my family in reality?. I see you cannot understand the full context, that's where your problem is.

Posted by PakChuiCheng > 2015-01-23 23:52 | Report Abuse

Irritating to the core. Cannot understand but want to argue and you didn't even buy but cause trouble here. Information is free and it's up to you want buy or not. Why argue when you contribute nothing i see in your comment background.

Posted by PakChuiCheng > 2015-01-23 23:56 | Report Abuse

I hope i3 get rid of troublemaker here. If you have bought but loss money can understand your frustration but buy nothing also make unwanted remarks.

Posted by Saturn > 2015-01-24 00:06 | Report Abuse

Oh dear the blind wants to call others blind. PakCC, you must understand behavior like the burger is because he bought into it but wrong timing. In 1 year the shr went up and down 3 times and peak at 3.18. If he didn't sell, nobody can help. how is it possible that each hike is always 30 to 35cents and ppl don't make money? The only way is they never sell. Is that you cheeseburger?

Posted by PakChuiCheng > 2015-01-24 00:19 | Report Abuse

Cheeseburger,since you statement above imply you know so well of economy, gomen events and company progress, can you share one for next week. Just to be fair comment on Sunday when all results of US and others are in instead of commenting empty argument and become armchair critic.

Posted by PakChuiCheng > 2015-01-24 00:20 | Report Abuse

You can share any counter you want and not E&O. I will be fair to judge your statement and you got my buy in if you are correct.

Posted by PakChuiCheng > 2015-01-24 00:24 | Report Abuse

I really hope you don't give excuses since KLCI is positive at the moment

Posted by tan5995 > 2015-01-24 08:15 | Report Abuse

不要对E&O抱太大希望， 宁愿買其他华资公司的股票，像HaiO, KSL, Tmclife........

Posted by joel > 2015-01-24 11:22 | Report Abuse

刚刚在BURSA MALAYSIA 读到以下消息.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1860625

Posted by tan5995 > 2015-01-24 17:46 | Report Abuse

E&O 现价 2.02, 转换价2.60, 猜一猜warrant 上市价会是多少？

Posted by Beefburger > 2015-01-25 11:43 | Report Abuse

Mana itu expired Cheeseburgers? Cannot give the stock pick base on his own statement ka? Aiyo talk talk talk but only criticize people but cannot give stock pick .

Posted by Beefburger > 2015-01-25 11:54 | Report Abuse

Give us burgers a bad name only

Posted by Beefburger > 2015-01-25 23:22 | Report Abuse

Looks like the coward Cheeseburger don't dare to share stock pick based on his own criteria. Hahahaha and his sidekick Tan5995 also

Posted by Joel > 2015-01-26 21:29 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1862069

Posted by Joel > 2015-01-26 21:30 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1862065

Posted by Joel > 2015-01-26 21:32 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1862013

Posted by Saturn > 2015-01-27 22:08 | Report Abuse

Shhhh! For the very reason of warrant exercise at RM2.60 and current price RM2.07....shhhhh!!!
Announcement of quote and listing grant within the next two days.
Pls don't buy especially Tan and Cheeseburger. It's not safe. I hv warned you.

Posted by tjhldg > 2015-01-27 22:19 | Report Abuse

ahahaahaha

Posted by Saturn > 2015-01-27 23:22 | Report Abuse

In the staple of PNB, it will be crazy to run UK projects independently. While some businesses are more independent of the other, property development is not. Now that the colors are coming out, one can expect PNB to come together.
We must remember that weak ringgit is good for export while continuous weakening of ringgit may impact import as it exposes business for potential losses.

So why bother bringing back foreign earnings with uncertainty and weakening ringgit? Firstly, The money earned abroad can do more for expansion if they are serious of expanding out of Malaysia. Unlike banks which explore their endeavor abroad, for Property developers, this endeavour can be much more positive. Here the difference really is abt building the leverage. The leverage here is all about capitalizing one sale above the other. In order to do that, that business must be able to carry its own.

Hence the PNB staple of property developers must focus on the business positioning. While some pats of the business positioning are due to global economy and automatically positions itself, the local domestic business may not be as easy. For one, landbanks especially those bought 4 to 5 years ago hv appreciated tremendously due to development, infrastructure, ammenities and inflation. Thus even those meant for low cost housing may hv to pause and think of their strategy. Do you really want to built low cost property on high valued land? After all, it is much much more lucrative building higher end housing n property as the finish product price is much higher (ie exponentially higher) vs the upgrade of quality used in higher end property.

So really.... There are only 3 options at this point for PNB to come together & position itself to complete the conglomerate that it wants to build amongst all it property developer
1. Domestic Low to mid end focus - outside KV or areas where infrastructure and lrt/MRT maybe slower to reach the next couple of years
2. Domestic high end focus - key states (penang & Iskandar), KV where current landbanks appreciating is high, especially those with lrt/mrt landing planned for next phase
3. Global endeavour like those in London

With the planning that PNB is going thru now, whether positioning of focus (as above ) or M&A priority (ie Sime-SP first or Sime -ENO or I&P to be the first mover) is left to be seen. As with most M&A, strategy must be above function because strategy encompasses and addresses revenue leakage while function determine the direction.

In my opinion, the position of 1,2 and 3 must prevail first to draw up the hierarchy n position PNB wants to end up. This will give the a good foothold to focus. Example Terry Tham helms London n Special vehicle projects which are sizable like STP2 while other identified leaders can grow 1 and 2.

Hope with that can give you a possibility of idea to bet on once more direction comes into play.. With each movement in the direction (whether focusing on position or function) should give you the next step

Posted by Fongfeikei > 2015-01-28 11:43 | Report Abuse

Kekeke Tq and Shhhh!

Posted by Joel > 2015-01-28 15:14 | Report Abuse

LATEST INFO FR BURSA MALAYSIA TODAY !!
Must Read:

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1863505

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1863485

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1863481

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1863509

Posted by impartiality > 2015-01-28 15:19 |

Post removed.Why?

Posted by Fongfeikei > 2015-01-28 15:38 | Report Abuse

Z score didn't take into account M&A soon

Posted by Fongfeikei > 2015-01-28 15:51 | Report Abuse

Kekeke they didn't give Z score to 1Mdb also.

Posted by impartiality > 2015-01-28 16:05 | Report Abuse

if they are looking at acquiring a company, it will make the z score even lower as it will be taking on even more debt. Their gearing is already alarmingly high after the London foray as well as the reclamation costs. They are also expected to built a strectch of the new ring road for the penang state gov as well free of charge

Posted by Fongfeikei > 2015-01-28 18:24 | Report Abuse

That one must ask Saturn lah. From what I understand there are few phases to complete the whole exercise. You have to read the rationale from the investment house. The MTN and broader market capital to start ball rolling and then sub sell phase one land out to a developer to obtain land valuation. From there on a snowball effect.

Posted by Joel > 2015-01-28 19:22 | Report Abuse

E&O new coming project development@18 EAST ANDAMAN
Seri Tanjung Pinang Malaysia.

Type: Condominium
210 units
Tenure : Freehold
Expected Completion: April 2017
Price min : Rm1.371 mil
Max : Rm6.996mil

推介礼： 31st January 2015.

eopenang@easternandoriental.com

Posted by Saturn > 2015-01-29 07:20 | Report Abuse

Shhhh!....

Posted by impartiality > 2015-01-29 09:56 | Report Abuse

Joel is spot on. How are you going to sell condos in that price range? Banks have been quite strict with loan approvals for that category and some even questioning the valuations. They should have offered a more diverse price range like IOI which will survive the crisis unscathed because of that. Fatty Tham ego will not prevent him from lowering the so called prestige of his products but the Z score already indicates that he shall pursue his ego at his own peril. Their new sales of 250mil in the last 6 months is very poor for a high end developer.

Posted by Joel > 2015-01-29 12:44 | Report Abuse

http://www.thestar.com.my/Business/Investing/2015/01/29/AmResearch-maintains-Buy-on-EnO/?style=biz

这PROJECT 是建给@target for 富有贵族 / 国外老外人士。
当然不是给你我买的啦。

正如KL 一代的BANGSAR-MONTKIARA-PJ-DAMANSARA HEIGHT.
多贵都会有人买的。

他们有钱人都不介意，
收入每个月可达几百千，
换是我们普通市民，就不相同了.

有钱人/贵族他们买屋不需要贷款。

Posted by bluefun > 2015-01-29 13:13 | Report Abuse

@Joel, thanks for your information. I believe that E&O management will maximize the profitability for their stakeholder. :)

Posted by PakChuiCheng > 2015-01-29 13:55 | Report Abuse

Saturn still must Shhh? Notice that your call very timely. Chun chun 2 days they announce warrant listing and quote to office for granting. Can give a bit more hint?



Saturn Shhhh! For the very reason of warrant exercise at RM2.60 and current price RM2.07....shhhhh!!!
Announcement of quote and listing grant within the next two days.
Pls don't buy especially Tan and Cheeseburger. It's not safe. I hv warned you.
27/01/2015 22:08

Posted by Fongfeikei > 2015-01-29 14:07 | Report Abuse

Impartiallity, must read this.
http://klse.i3investor.com/servlets/ptres/27823.jsp

Posted by PakChuiCheng > 2015-01-29 14:11 | Report Abuse

FongFK the writing looks familiar leh. Is Saturn = Eric Chan or = Terry Tham ??

Posted by PakChuiCheng > 2015-01-29 14:16 | Report Abuse

Have to see if his warrant price prediction is correct at 34 - 43cents as oppose to 60+ cents by Labursaham.

Posted by impartiality > 2015-01-29 14:36 | Report Abuse

Fongkeikei They may enjoy a marginally lower reclamation costs due to plunging oil prices. The oil price plunge has created a deflationary environment in which price of everything goes down. The cost saving is was less than and will never compensate for the expected plunge in high end property prices which will be exacerbated by the deflationary environment. Many Business including developers do fail during recession even though costs of raw materials go down. It is not uncommon for high end property price to go down by 50 percent during a recession if you look at singapore and hong kong. A marginal cost saving of 10 to 20 percent (yes steel price has also gone down) can never compensate for the even higher drop in property prices and sales. I am surprised that Ms Kok Wen from RHB cannot even work that out.

Posted by PakChuiCheng > 2015-01-29 14:55 | Report Abuse

Why when down people complain and when going up also got people complain? Haiz...

Posted by Saturn > 2015-01-29 15:22 | Report Abuse

Today no taroh session because I said what I wanted to say already and am at peace with myself.
Secondly, each comment I can already judge the level of play and experience.
1. Those who never buy but talk 3 talk 4
2. Those that buy but sell before ex date. Let hv a look at the play here. I gave a hint on Fitters earlier as it was almost identical with Bonus and free warrant and in addition, it was ran by HLIB. Those who sold at 2.48 ie the date before ex would hv got NO warrant and NO bonus, while those who sold on ex ie at rm2.25 would enjoy the warrant and bonus at no lost but all gain on warrant. After selling on ex at 2.25 or there abt, I mention to play reversal many times. If they sold at 2.25 and bought back at 2.05, they would have made another 20cents coming or more since 20Jan.ie 10 days ago or 8 trading days ago.
3. Those who read and apply
4. Those who already know the play

I m not Terry or Eric but I do a lot of homework. So for those who are scared, BETTER SELL today if you have made the profit already. If not read my earlier comment and take a chance until 3Feb. Frm then on you hv to decide base on your appetite and bravery.

Good Luck!!

Posted by Saturn > 2015-01-29 15:36 | Report Abuse

Again I m NO clairvoyant. The reverse play especially KLCI UP, EnO was down and opposite this few days is due to reverse play. TA folks won't play here and neither will FA guys however no wrong or right in choice here. After all who can catch when the signal does not show right?

So here I wish to say, ENO is NOT for everyone. It is a strategize play. Those who claim on bankrupcy, those who claim on research house whether positive or negative, should do their homework before literally quote or lip sync these research house.

Posted by Joel > 2015-01-29 19:35 | Report Abuse

I sold all my E&O share today.
THANKS TO E&O.
Will aim to VS.

Posted by mililia > 2015-01-29 23:02 | Report Abuse

Hi Saturn. Which earlier comment you are refering to even though I have been following to. And why is it 3rd of February when the warrants supposed to be listed tomorrow?

Do you mind to share? Thanks in advance.

Posted by Saturn > 2015-01-29 23:54 | Report Abuse

Refer to Fitters and announcement to understand and historical price for Fitter-WB However a correction needed on myside for EnO since Monday and Tuesday is a holiday in FT it will be 5 Feb.

Posted by Saturn > 2015-01-30 11:22 | Report Abuse

For those who are following closely would know this is the third round for E&O 2015. The first round was when the price went down to 2.04 and TT bought 3M shrs at 2.06 and it rebounded to 2.59. That round was a approx 50cents round
Second round was for those who held until ex date to capture the free warrant and sold on ex date at 2.25. Free warrant should be 34 to 43cents. They will make round 2 at conservatively 34cents
Third round is when they buy back at 2.04 or there about and the current price if they sell should make them 20cents or so

Up to this point, they will make at least 50+34+20 = rm1 within 30 days

Posted by impartiality > 2015-01-30 12:07 | Report Abuse

Sime sold the 3M back to TT because they have genuine concerns about his ability to manage the company due to huge amount of time he spends in London. His misadventure into London will prove more costly than ever. The europe economy has not bottomed out and the contagion from the Greek Exit will cause more chaos than ever. UK is a matured economy with minimal GDP growth anyway. GDP has not grown above 2 percent since the Lehmann collapse anyway

Posted by Saturn > 2015-01-30 14:20 | Report Abuse

Again another rogue trader. When did Sime sell 3M to TT?? And I thought you had more substance.

Posted by PakChuiCheng > 2015-01-30 14:47 | Report Abuse

Oops..temberang

Posted by PakChuiCheng > 2015-01-30 14:52 | Report Abuse

By the way UK is not part of EU.