Posted by kcfan > 2012-06-15 21:42 | Report Abuse

券商：艾芬投银研究
目标价：5令吉

城中城产业（KLCCP，5089，主要板房产）拥有标志性主要资产、防御型盈利及大量流动现金，以资产和本益比等角度评估，现有股价遭大幅低估，投资者应趁现有股价错估买进。

　由于目前市场投资者对高素质的大型房地产投资需求越来越高，城中城产业很有可能会如其他公司般，在2014年进行产托项目，释放目前仍锁住的价值。

　产托已是一个趋势，我们相信2014年会是一个很好的时机，一旦该公司进行产托，加上5%净回酬目标，股价或有可能重估至7.30令吉。

　若以昨日闭市价3.76令吉计算，投资者若趁成交量较低时以现有水平买进，届时回酬水平可超过1倍。

　再者，该公司旗下尚有阳光购物中心翻新项目、租金增长亦保持稳定，故首次评估我们已建议投资者买进。

　闭市时，城中城产业起2仙至3.78令吉，成交量78万4000股。

Posted by Lee Passat > 2012-06-28 12:30 | Report Abuse

Subject: Proposal to Explore Corporate Structure for KLCC Property Holdings Berhad (“KLCCP”)

The Board of KLCCP wishes to advise that it has today authorised the Management of KLCCP to explore a corporate structure including an appropriate Real Estate Investment Trust (“REIT”), or equivalent, with the objective of optimising shareholder value.

It is expected that any proposals arising from this exercise will be subject to the approvals of relevant authorities, the Board of KLCCP, and shareholders.
Further details as to the progress of the exercise will be announced to the shareholders in due course.

This announcement is dated 28 June 2012.

Posted by Namoyaki Takarajima > 2012-06-28 17:18 | Report Abuse

Missed this opportunity today due to dis-direction by FGV. Hehe.

Posted by kcfan > 2012-07-10 20:51 | Report Abuse

Even if the market activity is cautious, but industries of the city within a city (KLCCP, 5 089, the main board listing) because of corporate restructuring plan, the potential production entrusted to the release of the business value of good to drive, the intraday high from the 23 cents, stand on the 5.21 ringgit, a new high since the lapse of two weeks a new listing!

　The stock market opened this morning, the micro-Jan 2 cents to RM5 welcome City, and thereafter rise steadily becoming active in the pursuit of investors, trading, trading for one hour soared 34 cents, or 7%, high in the 5.32 the ringgit, wrote early gainers top, or crown the audience jumped to 10.

　Increased by 24 cents when closed, suspended at 5.22 ringgit; Fun Wai affected by the market cautious trading, the stock midday rally limited, provided that the closing time closed at 5.21 ringgit, from 23 cents, trading volume of 3,657,300 shares.

　Industrial city within a city at the end of last month revealed that the Board has to rectify the offer proposed corporate structure, has been actively exploring business production care of and other development to further increase shareholder value.

　Brokerage unanimously optimistic about this change, and generally believe that the company will first mature assets into production prop, and later is still under construction, real estate, in order to ensure stable earnings performance.

　As of the end of December last year, the city within a city industrial value of the assets up to 12.3 billion ringgit, which does not include holding 33% of Maxis Tower, Lot D in the land of grand buildings and under construction.

　On this basis, the company's asset size or less Sunway production prop (SUNREIT 5176 main board production prop) is 2.8 times higher, is bound to rise to care for the largest domestic production.

Posted by kcfan > 2012-07-21 15:02 | Report Abuse

Analyst: If the launch of production care industry valuation of city within a city over 100 million

Financial News Finance 2012-07-21 12:03
(KUALA LUMPUR) analysts believe that the industry of the city within a city (KLCCP, 5089, industrial shares) launched production prop, scale and assets of more than 10 billion ringgit, is expected to improve the company's share price valuation, and to narrow and peers distance.
Hong Leong Investment Research report pointed out that if the industry of the city within a city launched production prop, will be Malaysia's largest production care industry worth over 10 billion ringgit, and care comparable to other large-scale production.
These large-scale production care, including Bestway an annual output of care (PavReit, 5212, motherboard REIT shares) from Sunway care (Sunreit 5176 motherboard REIT shares) and the Guardian produced care (CMMT, 5180, the motherboard Industry Trust shares) and so on.
At present, the industrial city within a city's stock price is undervalued However, based on a large scale of production prop, plus dividends on the capacity to care is the duty-free single-layer dividend, these points are expected to reduce the stock is undervalued.
Rental rate
At the same time, new products care may be special capital fallback argument, the Hong Leong Investment Research pointed out that the dividend amount will depend on the shareholding of the city within a city industry production prop, as well as the intended level of debt and working capital .
In addition, the return of rates and management method to deal with a number of conversion of unsecured bonds (RCULS) factors of production entrusted to the exact architecture scale of existing assets, new assets, will affect the ability to pay dividends.
However, the city within a city industrial rental rate, over 90% rental returns and capital appreciation is also quite strong, these are positive incentives.
Based on the above, Hong Leong Investment Research expects the industry of the city within a city investment returns ranged from 5.5 to 6.0 percent, and 5.7% of returns calculated on the basis of target price to 5.32 ringgit.

Posted by kcfan > 2012-08-01 23:10 | Report Abuse

EPF Increases Exposure In KLCC Property
The Employees Provident Fund (EPF) has increased its exposure in KLCC Property Holdings, Specifically, over the past one month, the fund has channeled more than RM10 million to buy over two million shares in the property investment company. While this may not be a significant amount, it could be a sign that the EPF is positive on KLCC Property’s idea on exploring the possibility of a real estate investment (REIT) structure.

Posted by passerby > 2012-08-01 23:16 | Report Abuse

Petronas related counter. hmmn... they pay dividend, quite a low P/E, maybe it is worth to further investigate

Posted by kcfan > 2012-08-24 23:19 | Report Abuse

195 million four thousand ringgit net profit in the first half to write beyond market expectations, analysts in the next three years, the highest earnings forecast raised 12% to reflects the strong business trend, and the amount of the next dividend can be expected.
Industrial research indicates that the company has begun the quarterly payment of dividends, the dividend payment of 4 cents in the second quarter, the first half of the dividend amount has reached 8 cents, in line with the full year dividend payout of 12 cents forecast. (Sin Chew network)

Posted by hoyt > 2012-08-26 10:33 | Report Abuse

The CB is moving up as well together with mother.

Posted by passerby > 2012-08-26 11:22 | Report Abuse

shit....someone noticed it already...I hate you hoyt....

Posted by Supar3003826 > 2012-08-27 07:05 | Report Abuse

Today colum market watch in Nstp.

Posted by passerby > 2012-08-27 11:44 | Report Abuse

technical stuff for warrant traders - experience trader will "jump ship" to higher gearing warrants if the momentum continue. Reason - higher leverage effect on upside.

Always monitor the TA...good luck

Posted by passerby > 2012-08-28 10:50 | Report Abuse

long awaited correction mode...

Posted by passerby > 2012-08-29 18:25 | Report Abuse

2nd day correction..

Posted by passerby > 2012-09-06 16:09 | Report Abuse

selling ceased, didn't expect it to correct so much. :)

Posted by passerby > 2012-09-11 11:30 | Report Abuse

waiting mode with bullets ready, rain rain faster go away, come again another day :)

Posted by 1M168 > 2012-09-13 16:10 | Report Abuse

Chance come .... dun waste it.

Posted by passerby > 2012-09-14 16:04 | Report Abuse

what a good timing 1M168

Posted by 1M168 > 2012-09-14 16:05 | Report Abuse

anyone buy ? Hehehehe

Posted by passerby > 2012-09-14 16:09 | Report Abuse

i entered earlier....wrong timing

Posted by 1M168 > 2012-09-18 12:39 | Report Abuse

strong rebound..

Posted by 1M168 > 2012-09-19 09:32 | Report Abuse

RM 6 very soon ..

Posted by Namoyaki Takarajima > 2012-09-19 09:45 | Report Abuse

never tried this counter before, its look good though.

Posted by King Kong73 > 2012-09-19 09:52 | Report Abuse

i got a friend working there doing projects..boleh korek sikit info.

Posted by King Kong73 > 2012-09-19 09:52 | Report Abuse

i got a friend working there doing projects..boleh korek sikit info.

Posted by hoyt > 2012-09-19 12:30 | Report Abuse

passerby: hope you huat today. Good performance on the CB too.

Posted by Namoyaki Takarajima > 2012-09-19 17:06 | Report Abuse

KingKong, get some inside infos. Malaysia GE is very close already/ Get ready.

Posted by King Kong73 > 2012-09-19 17:44 | Report Abuse

Namoyaki

Latest.
KLCC property will take over the management of office properties in East Coast by end of this quarter or end of this month. More revenue from rental will go to them. Do not know how much the rental fee will be but it will cover two large office building complexes housing approx 700 staffs in Kertih. Petronas is currently the major tenant. This will boost up their revenue.

Posted by Namoyaki Takarajima > 2012-09-19 18:00 | Report Abuse

Thnks Friend. Kertih? KLCCP is Petronas!

Posted by King Kong73 > 2012-09-19 19:34 | Report Abuse

yes...it is kertih and also office complex in sabah and sarawak is in progress..used to be managed by petronas internal facility but the buildings are expected to be transferred/ injected/managed by subsidiary klccprop. preparing for reit potentially.

Posted by Namoyaki Takarajima > 2012-09-20 11:07 | Report Abuse

KLCCP today,(20/9/2012) Bad Management or just a Tactics?

Posted by passerby > 2012-09-20 19:07 | Report Abuse

hoyt: little exposure on leverage instrument on this counter only, made some coffee money only not to the extend of huat. luckily disposed progressively last 2 days else it is going back to square 1 of entering price

Posted by passerby > 2012-09-20 19:10 | Report Abuse

KLCCP is Petronas property arm. Another unlisted property arm of shall be Putrajaya Holdings S/B.

Posted by King Kong73 > 2012-09-20 22:08 | Report Abuse

putrajaya holdings...damn rich..no need to list to raise funds.

Posted by supar3826 > 2012-09-21 12:16 | Report Abuse

bright future for klccp and keep buying.

Posted by passerby > 2012-09-27 08:54 | Report Abuse

...???? wayar terputus? buying queue at 7.39!!!

Posted by passerby > 2012-09-27 08:55 | Report Abuse

back to normal

Posted by hoyt > 2012-09-27 12:47 | Report Abuse

Good. Hope it can maintain momentum.

Posted by passerby > 2012-09-27 16:12 | Report Abuse

very impressive movement today

Posted by kentut78 > 2012-09-27 16:15 | Report Abuse

foreign broker 'macquaire' buying

Posted by passerby > 2012-09-27 16:16 | Report Abuse

where do you get that info?

Posted by kentut78 > 2012-09-27 16:27 | Report Abuse

i m selling the stock la bro..broker...macq & mercury(publicmutual fund buying)

Posted by passerby > 2012-09-27 16:45 | Report Abuse

oic, sound interesting. so you work for macq & mercury ? today trade commission must be very fat :)

Posted by kentut78 > 2012-09-27 16:58 | Report Abuse

heheee no lah not so fattish

Posted by passerby > 2012-10-02 11:33 | Report Abuse

kentut78: your client got buy any recently?

Posted by passerby > 2012-10-04 09:49 | Report Abuse

hoyt should be laughing all the way now...

Posted by 1M168 > 2012-10-04 09:55 | Report Abuse

Break RM 6 d

Song song song

Posted by passerby > 2012-10-04 09:55 | Report Abuse

1M168 also laughing all the way

Posted by supar3826 > 2012-10-04 11:13 | Report Abuse

well done. klccp reit on the way

Posted by hoyt > 2012-10-06 14:57 | Report Abuse

passerby also laughing all the way. Putting CD in my watch list as well.