The most US will do is to condemn Russia at a world stage. Their military intervention should be quite limited. Personally, i do not think US has the funds (and motivation) to engage in a full scale war in Ukraine especially after two debilitating wars (Afghanistan and Iraq).
About Tambun Indah, I will continue to hold as this is a very strong counter - albeit undervalued.
Anyone has any comments about Mah Sing? It seems their product mix now is slowing changing. They are now following TI's steps - in developing affordable homes for middle class folks.
Titijaya is also fast catching with Tambun. Today titijaya add 8cent to RM1.80. Investors anticipate 10cent dividend (from full quarter) from titijaya while Tambun only give 6.6cent for last FY13. However this year, Tambun's dividend will be higher since Tambun will book all profit from subsidiaries. Last year they made 64mil net profit while 23mil (almost half!) goes to minority shareholders. This year RHB targets tambun to made 92mil net profit which brings the EPS to 23cent.
Tambun has targeted to give out 40-60% from net profit as dividends. If 40%, it is more than 9cent per share which is at par with Titijaya. Cheers!
well....i think RM2.00 is a very fair price. Let us not get ahead of ourselves. Look at MahSing - its share price is at RM2.1x and it is alot bigger than TI. POint is - Mah Sing is quite undervalued.
Hopefully, MahSing will focus on township development catering for middle income group ( the best market segment in view of this cooling down measures introduced by Federal government).
In One Short Year Tambun Indah has doubled in price from 87.5 Cts to a High of RM1.90!. All because of Penang 2nd Bridge Connection. RHB Investment Lady Analyst Has Given Strong Recommendation To Buy Tambun Indah as she is from Penang. All thanks to her hard work in giving such accurate information to the Investors of RHB Investment Bank Taman Molek, Iskandar.
Now There Is A Great Stock Similar To Tambun Indah when it was 87.5 cts when few people notice it then. That Coming Super Stock is MP Corp!
Yes Like Tambun Indah - MP Corp is totally unknown to the Market now. Just Like The Penang 2nd Bridge - THERE IS NOW A 6 LANE ACCESS ROAD FROM BANDAR SRI ALAM TO TAMAN NUSA DAMAI NOW IN PROGRESS!
MP CORP IS NOW 41 CENTS DIRT CHEAP! WHEN THE CONNECTING ROAD IS READY EXPECT MP CORP SHARE PRICE TO EASILY DOUBLE TO 82 CTS LIKE TAMBUN INDAH.
NOTE: THE 2ND PENANG BRIDGE IS 24KM LONG WHILE THE 6 LANE CONNECTING ROAD OF MP CORP IS ONLY 1.8KM SHORT!
One of the reason I like 5191 is because of its management. However, I am unsure of its upside potential, even though limited downside risks. The question now is, what else after Pearl City has been fully developed? Can it rely solely on recurring income from Pearl?
At last need to say goodbye for Tambun after holding since earlier Q4'13 and partially disposed in Feb of Mar'14. Happy investing for All. I will take opportunity to accumulate Alam at low to ride on coming uptrend wave!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
tham hoe yean
166 posts
Posted by tham hoe yean > 2014-03-03 18:22 | Report Abuse
it wasn't a very good day after the bridge opened.