Posted by 80gram > 2023-07-28 13:39 | Report Abuse

UEMS (market cap: RM2.5bn, Price to NTA 0.4x, PE >30x) while SP Setia (Mkt cap 2.7bn, Price to NTA 0.2x, PE <10x), wodner why suddenly UEM Sunrise's landbank is much better than SP Setia just of HSR noise......

Posted by tomwah > 2023-08-02 15:34 | Report Abuse

newbie on boat :)

Posted by kutipkutip > 2023-08-09 14:33 | Report Abuse

gap up limit up !

Posted by Tibbers > 2023-08-09 15:39 | Report Abuse

ohhhhhh tp 0.820

Posted by 80gram > 2023-08-10 08:27 | Report Abuse

a crazy thought... when industry price to book is 0.5x now, what's the fair value?

Posted by Dehcomic01 > 2023-08-10 08:31 | Report Abuse

The performance of large companies do not change over night. Think of it as a big ship. When the captain turns the steering wheel in a big ship, it will travel for about 1/4 km before you see the ship turning. The same analogy applies to large property companies. What you see today are what they did a year or two ago. What they do today will only translate into results in the coming year or two

Posted by 80gram > 2023-08-10 10:39 | Report Abuse

This year they sold RM1bn worth of land....pricing for I&P merger appears to look ok judging for the land deals annoucned (Mah Sing n Scientex)...Like u said, big ship with lots of fats to cut....asset light strategy sounds nice but key still execution...won't give them credit on execution though...but, 7-8k acres lankbank is worth something,....At 0.2-0.3x price to book, just move to 0.5x doesn't need a liew kee sin,,,

Posted by ken2004 > 2023-08-13 21:44 | Report Abuse

Madness for Kenanga to make such target price, really need to see how many will trust this........

Posted by ken2004 > 2023-08-14 19:31 | Report Abuse

Now I know, never take the analyst word as 100% lol, the moment they said good target price, it might not be true as they can keep revise, even bad target price........

Posted by pang72 > 2023-08-14 20:19 | Report Abuse

Kenanga sell call 38c..
Start downgrade after election

Posted by Investorrr > 2023-08-15 22:17 | Report Abuse

something gone wrong with Kenanga

Posted by Ninja _07 > 2023-08-16 13:16 | Report Abuse

@pang72 must be banging his balls now … hahahahahaah

Posted by speakup > 2023-08-16 13:58 | Report Abuse

Spsetia results out.
Results not good but how come share price up from 40¢ to 78¢ now?

Posted by speakup > 2023-08-16 14:00 | Report Abuse

QoQ negative
YoY negative
Bad results but share price almost doubled

Posted by speakup > 2023-08-16 14:00 | Report Abuse

Aneh

Posted by StartOfTheBull > 2023-08-16 14:44 | Report Abuse

Bad QR, going down.

Posted by ken2004 > 2023-08-16 15:01 | Report Abuse

So the thing is qtr coming out, so betting on good result causing the price to up? Still thinking why the price will keep up for days.....

Posted by Ninja _07 > 2023-08-16 15:04 | Report Abuse

Tax rate is the highest among the four quarters.

Posted by Ninja _07 > 2023-08-16 15:04 | Report Abuse

But this quarter is with Net Profit

Posted by ken2004 > 2023-08-16 15:13 | Report Abuse

Actually the report don't see percentage is not consider bad also.........in certain area seems impressive...need to ask the pro.....as need understand the technical part on all different area.

Posted by speakup > 2023-08-16 15:18 | Report Abuse

look like wont drop cos we dah become CASINO DE BURSA
fundamentals take a back seat in casino

Posted by speakup > 2023-08-16 16:33 | Report Abuse

Bad results, up 2¢
Dah kasi dedak to Bursa/SC. No worry

Posted by Steve Lomas > 2023-08-16 16:44 | Report Abuse

Very high volume today

Posted by ken2004 > 2023-08-16 17:02 | Report Abuse

To me, it is like die die also need cross above 80c soon lol

Posted by Ninja _07 > 2023-08-16 17:11 | Report Abuse

Be greedy when others are fearful ..! New project announcement in 2 days!

Posted by kktan63 > 2023-08-16 17:34 | Report Abuse

2 consecutive bad QR. Took profit first to observe.

Posted by ken2004 > 2023-08-16 19:09 | Report Abuse

I think buy if you have internal news

Posted by speakup > 2023-08-16 21:25 | Report Abuse

https://www.nst.com.my/business/2023/08/943697/sp-setias-2q-net-profit-almost-halves-lower-contribution-property-business
amazing our Bursa! Whole world red but we green! Must be the GREEN WAVE spillover from state elections

Posted by huatkia > 2023-08-17 09:32 | Report Abuse

hmmm Kenanga... just like their recent call on Inari... 😅
_______
pang72

Kenanga 38c has the points.
Don't doubt the IB capability in analysis the stock.

Posted by GammaRay > 2023-08-17 09:53 | Report Abuse

Interesting, going up even though registered lower Q2 earnings... Property market is projected to be recovered in 2024 I guess

Posted by Tibbers > 2023-08-17 09:55 | Report Abuse

TP 1.15

Posted by Ninja _07 > 2023-08-17 10:15 | Report Abuse

@pang72 .. it’s ok, take it easy. I’ve been through that many many times. Sometimes I felt time my moves are being watched because after I sell only the prices go up! Hahahahahaha

Posted by leeling > 2023-08-17 10:20 | Report Abuse

iskandar

Posted by huatkia > 2023-08-17 10:28 | Report Abuse

thank you SPSETIA...

Posted by kutipkutip > 2023-08-17 10:34 | Report Abuse

keluar qr terus limit up ! kaunter lain pun sama jugak kot
28/8 mrcb
29/8 uems
29/8 e&o
30/8 simeprop
30/8 iwcity

Posted by icecool > 2023-08-17 10:38 | Report Abuse

property stock so hot now

Posted by Ninja _07 > 2023-08-17 11:13 | Report Abuse

I wish you’ll achieve your target @pang72 😉 .. there will be a pull back after this before climbing up further

Posted by huatkia > 2023-08-17 11:22 | Report Abuse

all the best to you pang 72.
am hoping for a pull back for re entering as your wish Ninja_07

Posted by Investorrr > 2023-08-17 11:46 | Report Abuse

superbull run for all properties stocks.
sp setia is the leader/star.
Too late for kenanga to upgrade its tp to 0.68

Posted by Investorrr > 2023-08-17 11:47 | Report Abuse

buy call from public investment bank to 0.95..
sp setia in the cup and handle chart

Posted by Investorrr > 2023-08-17 11:52 | Report Abuse

not much resistance after break thru 0.75...now towards next strong resistance at 1.30

Posted by pang72 > 2023-08-17 12:01 | Report Abuse

It still look pretty strong

Posted by Abba84 > 2023-08-17 13:45 | Report Abuse

Pang72..best pric.to q? .830?😀

Posted by Abba84 > 2023-08-17 14:09 | Report Abuse

☝

Posted by speakup > 2023-08-17 14:54 | Report Abuse

Casino De Bursa 😍

Posted by Ninja _07 > 2023-08-17 15:28 | Report Abuse

Kenanga and AmInvest IBs sure silently already buy and made money by now ...

Posted by huatkia > 2023-08-17 15:37 | Report Abuse

Congrtaz to you

pang72

OK! Cut win sikit starbuck...
Job done

Posted by Ninja _07 > 2023-08-18 08:14 | Report Abuse

Stocks fall as Fed cites lingering inflation woes. More hike in interest rates very likely to control inflation. Will drop today.

Posted by speakup > 2023-08-18 08:16 | Report Abuse

takut apa? bursa kita dah jadi CASINO DE BURSA. fundamentals dont count anymore

Posted by Abba84 > 2023-08-18 08:52 | Report Abuse

Hopefully.china investors coming back t Bursa n boost it. Chinas economy ar in tailspins n investors wil need t find other shores.