Posted by Number4 > 2013-12-30 16:28 | Report Abuse

30%....will kena UMA?

Posted by JXRepcoBuffet > 2013-12-30 16:31 | Report Abuse

sudah UMA?

Posted by jimm1018 > 2013-12-30 16:31 | Report Abuse

hahaha....I bought it 3 weeks ago...1.47..now 1.96..hahahahhaa.

Posted by jimm1018 > 2013-12-30 16:32 | Report Abuse

stop trading today...tomorrow might another wave..hahaha..

Posted by jimm1018 > 2013-12-30 16:39 | Report Abuse

....yap. too active too crazy. Maybe it was the Santa granted a gift to all of us before new year.LOLX

Posted by pingkoh > 2013-12-30 16:39 | Report Abuse

haha,like rocket.refresh then grow refresh then grow

Posted by gaomin > 2013-12-30 16:43 | Report Abuse

just sold some at 1.72 which I bought at 1.35 ! why suddenly up so much? Luckily still keep a few more lots .

Posted by jimm1018 > 2013-12-30 16:44 | Report Abuse

yap,... always a surprise every refresh.....it's feel like "my shit is gonna out"

Posted by Wong > 2013-12-30 16:45 | Report Abuse

Wow... no one willing to sell lol...

Posted by duitKWSPkita > 2013-12-30 16:46 | Report Abuse

yea yea. "Try to buy tak famous stock to avoid kena gigit"

hahahahah...well done less than a month!
http://www.investlah.com/forum/index.php/topic,60747.0.html

i will update on next move in my blog at http://duitkwspkita.tumblr.com

Posted by prc4wifefe > 2013-12-30 16:48 | Report Abuse

kalu tarak cerita?

Posted by pingkoh > 2013-12-30 16:51 | Report Abuse

What will happen 2moro??

Posted by duitKWSPkita > 2013-12-30 16:54 | Report Abuse

Hahahahah. Besok limit up again after 9 minutes.

Posted by Gusen > 2013-12-30 16:57 | Report Abuse

brought 1.96 :)

Posted by gaomin > 2013-12-30 17:01 | Report Abuse

I bought this stock after reading a blog in i3investor a few weeks ago before it ex-dividend on 12 Dec .It said Brem is an undervalued stock. That time the price was about 1.35 . Since then it is on an uptrend '

Posted by duitKWSPkita > 2013-12-30 17:17 | Report Abuse

Hahahaha Sharizal78,
Hi
Saya kena banned lama la. Moderator ban saya sebab ketepatan counter saya 96% dan mereka kata saya terlibat dalam aktiviti sindiket.

Selepas itu, beberapa identiti masuk Investlah forum juga kena bunuh. Mereka nak saya promote counter mereka tapi saya tak setuju. ZMungkin mereka balas dendam.

Tak apa la, saya selaku pelajar yang baru di pasaran ini akan cuba belajar di mana mana pentas sahaja. Sekaranag bina blog sendiri untuk perbincangan dan pengajian. Bagaimanapun, harap harap saya dapat membantu sedikit banyak yang mungkin pada masa akan datang.

Semoga anda sihat dan kuasai pelaburan dengan lancar sekali pada tahun 2014

Posted by Fisol Harun > 2013-12-30 17:17 | Report Abuse

bertam also followlah..bertam has percent in brem..hehe..but no reach it;s limit up today..0.89

Posted by JXRepcoBuffet > 2013-12-30 17:23 | Report Abuse

tomorrow another limit up 30% like Ecoworld (Focal aims) before? RM2.50?

Posted by aunloke > 2013-12-30 17:24 | Report Abuse

Good show and cheer to all who have faith in BREM !

Posted by eht6769 > 2013-12-30 17:24 | Report Abuse

http://www.nanyang.com/node/567141?tid=761

Posted by eht6769 > 2013-12-30 17:24 | Report Abuse

after the news breaking high record..

Posted by gaomin > 2013-12-30 17:29 | Report Abuse

From now on more people will notice Brem . See now only 3 pages of comments . Like dsonic last time also very few people commented until the share price keep going up . It may be a stock of the year 2014 .

Posted by duitKWSPkita > 2013-12-30 17:38 | Report Abuse

better to keep the page silent.

When many peoples come in, more ppls make the things worst. Hope can maintain as less as possible let say 5 pages will do.

Good counter does not need many peoples come and comment.

Posted by gunners > 2013-12-30 17:39 | Report Abuse

Hai duitkwspkita..are u same person post buy call at investlah.com..im ur follower..why u cant post buy call again at investlah.com..missed ur buy call

Posted by JXRepcoBuffet > 2013-12-30 17:40 | Report Abuse

闲谈Brem（严重低估的产业股）

现价：RM1.28
目标价：RM2
信心指数：70%
投资期限：2年

投资原因：
1）目前brem市值只有区区的2.15亿，却坐拥大片黄金地
在年报，个人计算。brem的landbank大约是700acre左右而且这些土地多数是位于klang
但管理层在接受报章访问时，声称公司拥有大约1000acre

2）5大房屋发展计划
～目前正在进行的pelangi height project和即将建好的villa orkid project
～位于bukit prima pelangi，kl，39acre土地，发展总值高达：15亿
～位于setia wangsa，kl，39acre土地，发展总值高达：4亿
～位于bukit subang shah alam，50acre土地，发展总值高达：6亿

单单这5大项计划，发展总值就超过30亿

3）除了地产业，公司还有一项收入稳定的水务业
公司持有51%PNG，而后者在papua new guinea经营水务业
去年，水务业的税前净利高达0.26亿
而这份合约直到2019年才会到期
所以至少还有6年的经营权

4）目前公司手头上持有0.6亿现金，银行贷款：1.1亿，虽然brem不属于net cash company，但公司债务水平合理

5）冷眼曾经在其文章提起过brem，原因是brem拥有庞大地段，而且这些土地多年都未重估
转载：http://www.nanyang.com/node/374028

6）brem每年都会派股息，估计今年的dividend yield >3

后语：
自从GUH，L&G大涨后
个人更加相信凡被低估的产业股
终究会获得市场重新评估
所以丐帮把已大涨的GUH，L&G LA，KSL WA进行套利，剩下免费股
然后把资金注入较看好的brem

共勉之

Posted by JXRepcoBuffet > 2013-12-30 17:40 | Report Abuse

现价：1.22
目标价：2.50
信心指数：40%
期限：3年

投资看点：
1）拥有639acre土地。多数在klang那一带，而且多年土地未重估
2）公司拥有2.8亿订单。而且目前竞标着2亿的工程
3）公司拥有51%PNG （在papua new guinea经营水务业）而且盈利贡献逐渐稳定
4）负债不高，现金：0.5亿，银行贷款：1.1亿
5）公司在segambut，bukit prima pelangi 房屋发展计划，发展总值高达：15亿
6）拥有kepong brem mall，net lentable space=650,000sq ft
7）公司这五年都派股息，dividend yield>3%

公司total landbank如下：
1）Jalan 222, Petaling Jaya =1acre
2）Setia Wangsa, Kuala Lumpur =39.0 acre
3）Commercial land around Brem Mall, Jalan Kepong =1.0 acre
4）Residential Land in Kelana Jaya =1.5 acre
5）Mixed Converted Development Land in Bukit Subang, Shah Alam =50.0acre
6）Bukit Prima Pelangi, Segambut Dalam, Kuala Lumpur =39.3 acre
7）Mukim Kapar, Klang and Mukim Bkt Raja, Daerah Petaling =400.0 acre
8）Kuala Lumpur, Petaling Jaya, Sg Petani =99.1 acre

由于这些土地都是由brem子公司持有，所以按比例列出来：
1）brem holding =108acre (公司持股100%）
2）Harmony property=77acre（公司持股75%）
3）Titi Kaya sdn bhd=173acre（公司持股50.53%）
4）Eng Ann realty=126acre（公司持股50.53%）
5）Npo builder sdn bhd=46acre（公司持股25%）

后语：续ecoworld大笔出手买下focal大半股权，地仓庞大的brem会否是ecoworld下个目标呢？

共勉之

Posted by kingleecha > 2013-12-30 18:00 | Report Abuse

TOMORROW will be DOWN! =)

Posted by calvintaneng > 2013-12-30 18:03 | Report Abuse

So Clever. Mr. Market has just discovered Brem's Assets But Totally Ignored MUI Berhad (3891) Very Valuable Assets.

Posted by sense maker > 2013-12-30 18:11 | Report Abuse

The difference between BREM and MUI is what BREM has that MUI does not: decent and consistent profitability, undemanding valuation based on income method of PE < 10, consistent yearly dividend payout policy, management transparency, track record and capability, promising expansion plan, etc.

Posted by calvintaneng > 2013-12-30 18:23 | Report Abuse

Yes. What you say make sense. That's why Mr. Market has priced Brem 10 Times More Expensive Than MUI Berhad.

MUI Berhad ongoing businesses are clearly profitable if Debt is settled. P/E About Same As Brem. Dividend payout is not an issue with Warren Buffet & TTB. Transparency is getting better now. Track record is reflected in Mui's current price. Expansion in Sabah & Sarawak - highly successful Metrojaya. Refurbishing Corus Hotel Jalan Ampang & Many others Done quietly without fanfare.

A New Management Team Is In Place. Only keeping a low profile.

There Is Definitely A Misunderstanding & Mispricing in MUI Berhad..

Posted by sklyte > 2013-12-30 18:41 | Report Abuse

becareful of limit down in 2 days

Posted by sklyte > 2013-12-30 18:42 | Report Abuse

time for me to come and kacao! hahaha , TP RM1

Posted by sense maker > 2013-12-30 18:49 | Report Abuse

MUI has RM0.34 per share debt and it pays RM0.018 (almost 10% of its market capitalisation) a year to lenders as interests.

Profitability may be on the mend but it has to turn its assets into cash and pay down its Rm1billion debt. Then, and only then will investors take a second look at MUI, advisedly so.

There is no point touting how great assets it has if it cannot be used to pay down debts that are 150% of what MUI is worth now.

Posted by duitKWSPkita > 2013-12-30 18:51 | Report Abuse

wah Sklyte, awesome.

Unfortunately, most of peoples here will take profit in next few days then sell to you cheap cheap at RM1. Remember to buy more at RM1 (if and only if it happens)

Posted by Chrollo > 2013-12-30 18:54 | Report Abuse

Waaaaaaa so imba wan this counter? 30% up what's smoking?

Posted by calvintaneng > 2013-12-30 19:00 | Report Abuse

Yes. Of Course. MUI Has RM1 Billion in Debt. All Accountants Will Put Up A Red Flag Here.

In Singapore newspapers today, A Hotel Was Sold With A Value Per Room At S$1.5 Million. Estimating Corus Hotel London (389 rooms) at 1.5 Million pound per room. CORUS HOTEL LONDON IS WORTH RM3.15 BILLIONS.

MUI Berhad Also Has RM300 Millions In Cash.

Please Do Your Sums Again.

What About 450 Laura Ashley & Metrojaya World Wide?

Posted by sklyte > 2013-12-30 19:03 | Report Abuse

Admit MUI is a gem, BREM is overvalued... RUN...TP RM1

Posted by sklyte > 2013-12-30 19:04 | Report Abuse

tomorrow limit down imminent, bursa has issued UMA

Posted by prc4wifefe > 2013-12-30 19:10 | Report Abuse

Habis....Kena trapped.....if u didn't buy....count ur lucky stars!!!

Posted by Chrollo > 2013-12-30 19:14 | Report Abuse

The candlestick is so long and does not show any sign or bear winning.. I doubt will go down tmr.. Go higher and gap up maybe will happen.. Just my 8 cents

Posted by duitKWSPkita > 2013-12-30 19:16 | Report Abuse

No worries. Show just started.

small matter UMA. They will create something to the public tomorrow.

Posted by duitKWSPkita > 2013-12-30 19:22 | Report Abuse

so many ppls emailed me to get the exact reason why it limits up and kena UMA issue.

Got one follower of mine sent me that. Pegawai SC also orang pa. Mereka juga invest like us curi curi sini sikit sana sikit. Tapi once dia orang tak dapat tips awal awal dan terlepas good stock when limits up. Mereka benggang dan issue UMA. Kalau dia orang dapat tips awal awal beberapa hari limit up pun tak perlu UMA.

Wakakakaka. Good job pegawai SC.

Posted by NRobert > 2013-12-30 19:41 | Report Abuse

uma! sure limit down ! if not designate ! very susah, now kena trap. like that how to trade !

Posted by prc4wifefe > 2013-12-30 19:43 | Report Abuse

After so many years undervalue...suddenly someone discover asset per share RM8.....fishy

Posted by ronaldo96 > 2013-12-30 19:48 | Report Abuse

Calvin, why u not appear in pmcorp forum anymore?

Posted by johnny cash > 2013-12-30 19:53 |

Post removed.Why?

Posted by ramunia > 2013-12-30 20:04 | Report Abuse

Asiapac ? no one discover it yet,soon to be a hot counter too..

Posted by JXRepcoBuffet > 2013-12-30 20:16 | Report Abuse

Why there's no uma for focal aims?

Posted by ryan7642 > 2013-12-30 20:18 | Report Abuse

Bursa Pick certain share to UMA 1..BjAuto/Caring etc all don't even kena UMA..

Posted by asamlaksa > 2013-12-30 20:25 | Report Abuse

Only shares that up 30% up deserve an UMA