Posted by dompeilee > 2019-05-22 10:01 | Report Abuse

The last time I traded this in '14:https://3.bp.blogspot.com/-_gC5d7FODDc/XOStEhJ7GqI/AAAAAAAADQw/_QrneMofM4k6cc00_g2634IS8_jHqKMQACLcBGAs/s1600/IOIPG%2Bbuy%2B%2526%2Bsell.png

Posted by Chin Yang Aster Koh's > 2019-05-23 08:02 | Report Abuse

买到怀疑人生

Posted by spider68 > 2019-05-23 18:11 | Report Abuse

The idiot did stupid things again by dumping another 8 million shares on 16 May 2019.

Posted by joetay10 > 2019-05-24 00:09 | Report Abuse

cant expect much from a ceo who almost bankrupt his father's company in 2007/2008.

Posted by spider68 > 2019-05-24 11:17 | Report Abuse

Elephant making the situation worst.

Posted by LaksaBoy > 2019-05-24 21:00 | Report Abuse

poor closing price. hardly can understand its price action.

Posted by Huat Leow > 2019-05-25 10:55 | Report Abuse

Follow the insider:
https://klse.i3investor.com/servlets/stk/annchdr/5249.jsp

TAN SRI DATO' LEE SHIN CHENG 23-May-2019 Acquired 1,300,000 1.174
TAN SRI DATO' LEE SHIN CHENG 21-May-2019 Acquired 801,500 1.180
TAN SRI DATO' LEE SHIN CHENG 17-May-2019 Acquired 1,500,000 1.193
TAN SRI DATO' LEE SHIN CHENG 14-May-2019 Acquired 100,000 1.200
TAN SRI DATO' LEE SHIN CHENG 14-May-2019 Acquired 200,600 1.200
TAN SRI DATO' LEE SHIN CHENG 13-May-2019 Acquired 774,200 1.242
TAN SRI DATO' LEE SHIN CHENG 10-May-2019 Acquired 200,000 1.280

Posted by Good123 > 2019-05-27 09:38 | Report Abuse

want exposure in real estate in China , spore and msia, this the stock better than REIT in individual countries.


IOI Properties Group Berhad (“IOIPG”) is one of Malaysia’s leading public-listed property developers. It has built a solid reputation as the esteemed property arm of IOI Group prior to its successful listing onto the Main Board of Malaysian Stock Exchange on 15 January 2014.
Today, IOIPG is renowned as one of the largest property companies in the country with a proven track record spanning more than three decades in the property development industry. Its principal activities include property development, property investment, leisure and hospitality. It has successfully developed sustainable townships in sought-after regions of Klang Valley and Johor in Malaysia while embarking on property developments in Singapore and the People’s Republic of China. IOIPG currently has a total of 10,000 acres of landbank in Malaysia and abroad.
As a socially-responsible property developer, IOIPG’s commercial buildings are designed to meet the Green Building Index (“GBI”) or are Green Mark-certified. It adopts the ISO 9001:2008 standards for its property developments and all ongoing projects are built to achieve a Quality Assessment System in Construction (“QLASSIC”) score of not less than 75%.
A strong testament to its quality excellence, IOIPG is consistently ranked among the top developers in Asia and bestowed numerous accolades by leading publications and organisations such as FIABCI, BCI Asia, The Edge Malaysia, Asia Pacific Property Awards, and the Building and Construction Authority (“BCA”) in Singapore.
The IOIPG’s Group Structure
Property Development
IOIPG is responsible for the successful development of comprehensive self-contained suburban townships along the high-growth corridors in Klang Valley, Penang Island and Southern Johor in Malaysia. Emerging townships in Bangi, Sepang and Bahau, Negeri Sembilan are currently being planned to cater to rising demand in these prime locations.
IOIPG established its presence in Singapore's property market in 2007. It has ventured into five property developments in the country comprising high-end residential developments and integrated mixed developments. Among them are the luxury condominium developments of Seascape and Cape Royale in Sentosa Cove and the award-winning South Beach project.
In 2010, IOIPG ventured into property development in China. It has embarked on two mixed property developments, namely the IOI Park Bay and IOI Palm City in Xiamen, Fujian Province of the People’s Republic of China.  
Property Investment
IOIPG’s property investment portfolio comprises mainly retail and office space totalling approximately 242,000 square metres of net lettable space (“NLA”).
Among its principal investment properties are IOI City Mall (in IOI Resort City, Putrajaya), IOI Malls (in Puchong, Selangor and Kulai, Johor Bahru), One and Two IOI Square (in IOI Resort City, Putrajaya), Puchong Financial Corporate Centre and IOI Boulevard in Puchong, Selangor.
Leisure and Hospitality
On the leisure and hospitality front, IOIPG owns and manages prestigious hotels, shopping malls, golf courses and office blocks in Malaysia.
The award-winning five-star Putrajaya Marriott Hotel

Posted by Good123 > 2019-05-27 09:58 | Report Abuse

privatise it.. relist the properties in China, spore and msia separately. fetch higher value for the shareholders

Posted by Good123 > 2019-05-27 09:59 | Report Abuse

tumbled from ipo price of rm1.76... very pitiful :)

Posted by Good123 > 2019-05-27 10:00 | Report Abuse

grab some, this a stock that could bring high return :)

Posted by Good123 > 2019-05-27 10:00 | Report Abuse

yearly dividend 5 to 8sen consistently...Aug is the date

Posted by Good123 > 2019-05-27 10:01 | Report Abuse

the largest shareholder is buying back aggressively like ytl when it share price tumbled to 80sen

Posted by Good123 > 2019-05-27 10:03 | Report Abuse

more than 30% below ipo price now. grab lah :)

Posted by Good123 > 2019-05-27 10:13 | Report Abuse

IOI Properties Group Bhd
(April 2, RM1.32)
Initiate buy with a fair value of RM1.88: IOI Properties Group Bhd is one of the largest property developers in Malaysia with a proven track record spanning more than three decades in property development.
Its principal activities are property development, property investment, and hospitality and leisure. We expect the company to register core net earnings of RM677.3 million, RM699.2 million and RM728 million for financial year ending June 30, 2019 (FY19), FY20 and FY21 respectively.
For FY18, its property development division contributed 81% of the group’s revenue and 61% of its profit before tax (PBT). At present,  IOI Properties has a land bank of approximately 10,000 acres (4,047ha) in various locations such as Malaysia, Singapore and China, bearing a total estimated gross development value of over RM60 billion. The property development in China and Singapore is expected to deliver strong contributions to IOI Properties in the short- to medium-term due to strong take-up rates.
IOI Properties’ property investment portfolio comprises mainly retail and office space with a total net lettable area of approximately 6.7 million sq ft. This division contributed 12% of IOI Properties’ revenue and 18% of its PBT for FY18.
Its main investment properties include IOI City Mall, Putrajaya, IOI Malls (Puchong, Selangor and Johor Baru), One and Two IOI Square, Putrajaya, Puchong Financial Corporate Centre and IOI Boulevard Puchong. Meanwhile, Central Boulevard in Singapore is in the pipeline with construction of the main building expected to commence by the fourth quarter of FY19.
Going forward, IOI Properties’ property investment division will be enhanced by the completion of 1.5 million sq ft of retail and office area at Central Boulevard, Singapore in 2022; and 2.37 million sq ft of retail area in a shopping mall at IOI Palm City in Xiamen, China in 2020/2021.
IOI Properties’ hospitality and leisure portfolio consists of hotels, resorts and golf courses located in the Klang Valley, Johor and Singapore, namely Putrajaya Marriott Hotel; Sheraton Puchong; Palm Garden Hotel; Palm Garden Golf Club; IOI Palm Villa Golf and Country Resort; Le Méridien Putrajaya and JW Marriott Hotel Singapore.
This division made up 7% of IOI Properties’ revenue and 3% of its PBT for FY18.
The company’s hospitality and leisure earnings will be boosted by the addition of a 360-room five-star hotel at IOI Palm City in Xiamen, China by the end of 2021.
We believe the outlook for IOI Properties is positive anchored by a strong contribution from its property development projects, particularly in China and Singapore, stable income from property investments and its growing leisure and hospitality business. — AmInvestment Bank, April 2

Posted by Good123 > 2019-05-27 10:16 | Report Abuse

one of the richest men in Malaysia. ada wang untuk menswastakan syarikatnya :)

3. TAN SRI LEE SHIN CHENG
Flagship: IOI Group
Net worth: RM19.43bil
IOI Corp Bhd, the flagship company of Tan Sri Lee Shin Cheng, is an integrated plantation group with downstream operations in refinery and oleo-chemicals. This has helped it weather 2018’s commodity downcycle relatively better than its peers.
While its upstream business suffered in financial year 2018 due to the lower average selling price of crude palm oil, its downstream benefited from lower raw material prices, which lifted downstream’s earnings before interest and tax contribution to the group by more than one-third.
In 2018, crude palm oil prices had dropped to a three-year low of RM2,121 per tonne from a high of RM2,700 due to the current oversupply of palm oil in Malaysia and Indonesia.
The stock, which is seen as a sector bellwether, ended the year at RM4.45 for a market cap of RM27.96bil.
Lee and family derived the bulk of their fortune from IOI Corp, in which they own 49.8%.
The company is one of the largest oil palm planters with about 174,000ha of oil palm area. Of this, 90% is located in Malaysia.
IOI Corp, in turn, owns 31.7% of Singapore-listed Bumitama Agri Ltd, a producer of palm oil and palm kernel. This produce are sold to refineries in Indonesia.
The tycoon also has interest in property and construction through 64.9%-owned IOI Properties Group Bhd, which has diversified into the Singapore and China markets.
The 80-year-old Lee runs the IOI group with his two sons. The older of the two, Datuk Lee Yeow Chor, helms the plantation business, while Lee Yeow Seng heads properties.
Last year, IOI Corp sold its 70% stake in IOI-Loders Croklaan for US$946mil (RM4bil), of which RM2bil has been utilised to pare down its debts. With this disposal, it is now in a much stronger financial position with a lower net debt of RM5.3bil, which translated to a decent net gearing of 29% as at end-December 2018. Going forward, it plans to further expand its upstream operations.
As for property, IOI Properties has a strategy to grow its presence in Singapore and China.
In Singapore, IOI Properties plans to fast-track its development on the land it bought in Marina Bay for S$2.57bil in late 2016.
This follows the imposition of a seven-year deadline on companies to complete projects which have been successfully tendered for.
In China, meanwhile, it has embarked on two mixed property developments and still has projects with a gross development value of 4.6 billion yuan to be launched.
Lee saw a slight dip in his worth to RM19.43bil, but it is enough to propel the tycoon to the number three spot in the rankings list.

Posted by Good123 > 2019-05-27 10:18 | Report Abuse

IOI Properties Group Bhd
(April 5, RM1.33)
Maintain buy with a target price (TP) of RM1.84: IOI Properties Group Bhd’s (IOIPG) management expects the property market environment to remain challenging in 2019. IOIPG is also tweaking its marketing strategies and introducing more attractive packages to sustain earnings through “stock clearing” of completed and ongoing projects. IOIPG’s latest inventories stand at RM2 billion. About half of the total inventories were units completed during financial year 2018 (FY18).
Under its IOI Free Ownership campaign, buyers can now enjoy savings of up to RM161,000 (Muse by The Sky condominiums, Bandar Puchong Jaya), stamp duty exemptions and rebates. Via social media and digital platforms, the public can act as “special marketing agents” for the group and every successful referral will receive attractive referral incentives. While such schemes could result in some margin erosion, we believe it is vital to realise cash flows from these inventories for future working capital purposes.
Despite the challenging market environment, management continues to guide for a better FY19 and expects sales this financial year to come within the range of RM2 billion to RM2.2 billion (6% to 17% growth year-on-year). First-half of FY19 sales of RM1.03 billion accounted for about 50% of our full-year sales assumption of RM2 billion. Over in Singapore, City Developments Ltd and IOIPG (a 50.1%:49.9% joint venture) have launched the exclusive 190-unit South Beach Residences in September 2018. The sales performance has been encouraging, with 53 out of 75 units released sold. This includes the 6,728-sq ft super penthouse, which was sold for S$26 million (RM78.5 million). Management also anticipates two projects in Xiamen (planned launches of RM1 billion) to drive its FY19 sales. The launch of IOI Palm City (gross development value: 700 million yuan [RM426.18 million]) at end-August 2018 has seen a strong response with a 96% take-up rate to date. Meanwhile, the group plans to roll out the maiden phase of the Xiang An project by end-fourth quarter of FY19 (4QFY19) or 1QFY20.
With the occupancy rate of IOI City Mall reaching 99%, IOIPG has started the second phase of development. The net lettable area will increase by another one million sq ft to 2.5 million sq ft. Moxy Hotel, Marriot International’s experiential hotel brand, will also make its debut in IOI City Mall’s Phase 2. IOI City Mall’s Phase 2 is expected to be completed in 2022. As for the Central Boulevard development in the Marina Bay Financial Centre, Singapore, pilling work has started since February 2018 and the main building construction is expected to commence soon (mid-2019), on track for completion by 2022.
As for the group’s operation in China, the construction of a shopping mall, hotel, boutique offices, shoplots and shophouses within IOI Palm City is ongoing, with scheduled completion in 2020/2021. Once completed, IOI Palm City will add over two million sq ft of commercial space and about 300 rooms to IOIPG’s portfolio. We have made no change to our FY19 to FY21 earnings forecasts. Our FY19/FY20/FY21 new sales assumptions are RM2 billion/RM2.4 billion/RM2.5 billion respectively. Meaningful contributions from new investment properties and hospitality assets will only kick in beyond 2020. Rolling forward our valuation base year to calendar year 2020 (CY20), we arrive at a new TP of RM1.84 per share based on an average blended CY20 price-earnings ratio (PER)/price-to-book (P/B) ratio of 10 times/0.6 times.
IOIPG is trading at a CY20 PER and P/B ratio of 8.8 times and 0.4 times respectively, a steep discount to its five-year average forward PER and P/B ratio of 13.1 times and 0.6 times respectively. Against its larger peers, IOIPG’s PER and P/B ratio appear undemanding, below the peers’ average of 11.9 times and 0.7 times respectively. We like IOIPG as a developer with greater flexibility in terms of product offering and pricing. Potential derating catalysts include unexpected tightening of monetary policies and prolonged weakness in consumer confidence — key downside risks to our recommendation. — TA Securities, April 5

Posted by spider68 > 2019-05-27 19:38 | Report Abuse

The idiot dumped again another 3.0 million shares on 21 May 2019.

Posted by WhereToInvest > 2019-05-27 20:09 | Report Abuse

Q3 result looks not bad. Not sure why fund keep disposing

Posted by spider68 > 2019-05-27 22:11 | Report Abuse

Some more buy high sell low. Whether lose money or not by doing so, only an idiot will not know.

Posted by nckcm > 2019-05-27 22:59 | Report Abuse

No duit raya if they dont sell ma.. left 1% more to totally cease kau them lo

Posted by spider68 > 2019-05-27 23:36 | Report Abuse

The idiot truly invests like an Elephant.

Posted by Huat Leow > 2019-05-28 09:47 | Report Abuse

If you follow EPF transactions, you will notice that it is doing trading nowadays. Sometimes they buy low & sell high, sometimes they follow the trend to cut loss, buy back when it is bottom or rising & sell high again.

Posted by nckcm > 2019-05-28 12:33 | Report Abuse

Im thinking epf may sell again. If maintain above 1.26 for a certain time only good

Posted by spider68 > 2019-05-28 13:48 | Report Abuse

The Elephant's SH getting smaller everyday (from 6.77% to 6.12%). If Elephant did trading, their SH would not have changed much. This Idiot may further target to sell down their SH to 5% at a loss (Contributors'money anyway not Elephant's money).

Posted by nckcm > 2019-05-28 15:39 | Report Abuse

Today if close below 1.26... then no eye see d still downtrend

Posted by Arron Wei > 2019-05-28 17:00 | Report Abuse

today so amazing

Posted by Arron Wei > 2019-05-28 17:00 | Report Abuse

large amount of volume

Posted by spider68 > 2019-05-28 17:01 | Report Abuse

Today someone throw > than 140 million shares @ RM1.24. Don't know who?

Posted by nckcm > 2019-05-28 17:03 | Report Abuse

Wow throw to who le. Foreign fund ?

Posted by Huat Leow > 2019-05-28 18:09 | Report Abuse

@spider68
Evident of EPF trading:

23 May 2019 3,817,000 Acquired
(market price range: 1.17-1.19)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6173941

21 May 2019 3,000,000 Disposed
(market price range: 1.18-1.20)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6171469

Posted by James Ng > 2019-05-28 19:16 | Report Abuse

https://klse.i3investor.com/blogs/general/208334.jsp
[转贴] [Facebook live:浅谈IOI Properties group bhd (IOIPG)] - James的股票投资James Share Investing

Posted by Jodie Lim > 2019-05-29 09:55 | Report Abuse

Spider68 as my Remiser say 140mil was buyer

Posted by Huat Leow > 2019-05-29 11:09 | Report Abuse

There must be both buyers & sellers for matched transactions.

The 140M shares was done at TCP (Theoretical closing price). During the pre-closing period 4:45-4:50pm, all bids (buy) & asks (sell) are not matched & TCP is calculated continuously. All bid/ask satisfying the TCP will be matched at TCP at 4:50pm.

If you don't know what is TCP/TOP, read this article:
http://stockstradingmalaysia.com/others/the-latest-bts2-system-how-the-stock-quotes-work/#more-1459

Posted by spider68 > 2019-05-29 13:27 | Report Abuse

One buyer for 140M & mutiple sellers for 140M. Cross over sales I think. Privatisation looming?

Posted by ruby20 > 2019-05-29 14:05 |

Post removed.Why?

Posted by ruby20 > 2019-05-29 14:05 | Report Abuse

"The fact that the counter held the closing price well despite all the selling from passive funds is a HUGE PLUS and is a testament on buying interest in the counter. And now that the hanging negative news of MSCI deletion is out of the way, shareholders hopefully can look forward to more upside!"

Good discussion and analysis. Worth a read.

Posted by Huat Leow > 2019-05-31 18:30 | Report Abuse

EPF bought 10M shares on 28/5/19, the heavy volume day, contributed to 5.9% of the daily volume.

More evidence of EPF doing trading:
EMPLOYEES PROVIDENT FUND BOARD 28-May-2019 Acquired 10,000,000
EMPLOYEES PROVIDENT FUND BOARD 24-May-2019 Disposed 1,255,786
EMPLOYEES PROVIDENT FUND BOARD 23-May-2019 Acquired 3,817,000
EMPLOYEES PROVIDENT FUND BOARD 21-May-2019 Disposed 3,000,000
https://klse.i3investor.com/servlets/stk/annchsh/5249.jsp

Posted by nckcm > 2019-06-01 22:18 | Report Abuse

Rest in peace Tan Sri Lee Shin Cheng. Your legacy and contributions will be remembered. Thank you

Posted by Huat Leow > 2019-06-02 10:00 | Report Abuse

His 2 sons already CEO for IOICorp & IOIPG for 5 years, succession plan well executed.

Posted by Sales > 2019-06-02 11:03 | Report Abuse

R.I.P Tan Sri Lee Shin Cheng.

Posted by Richardlee2015 > 2019-06-02 12:58 | Report Abuse

R.I.P Tan Sri Lee Shin Cheng. Most respectful business person. We salute you.

Posted by ChongLikGuo > 2019-06-28 16:20 | Report Abuse

Why suddenly pump de

Posted by kenlee123 > 2019-08-01 10:28 | Report Abuse

bought since ipo,,, dont know where its heading now...

Posted by Good123 > 2019-08-20 17:02 | Report Abuse

Grab more

Since hitting its 52-week low of RM1.16 on May 14, IOI Properties Group Bhd has gained more than 14%, closing at RM1.34 last Wednesday.

During the week in review, the Employees Provident Fund (EPF) acquired 17.74 million shares in the property company, pushing its holding to 357.05 million shares or 6.48% equity interest.

The EPF has been trading IOI Properties shares quite actively. In mid-May, the fund held 359.69 million shares in the company, but reduced its holding to 336.75 million shares or 6.11% on May 21 before going on a buying spree.

Posted by Good123 > 2019-08-20 17:03 | Report Abuse

IOI Properties Group Bhd saw its share price hit a record low of RM1.16 on May 14. During the week under review, the EPF sold 20.54 million shares or a 0.4% stake.

For the cumulative nine months ended March 31, 2019 (9MFY2019), IOI Properties’ net profit grew 4.57% year on year to RM521.52 million while revenue dropped 17.72% y-o-y to RM1.7 billion.

The group’s residential developments in IOI Palm City, Xiamen, achieved strong take-up rates, contributing positively to its results despite uncertainties in the global environment, arising from the ongoing US-China trade tensions.

Its shares have recovered over the past fortnight, closing at RM1.32 last Wednesday.

Posted by Good123 > 2019-08-20 17:05 | Report Abuse

IOI Properties Group(Buy, FV: RM1.89) which is banking on a strong contribution from its property development projects, particularly in China and Singapore.

“We are keeping our Neutral view on REITS given their high valuations and advise investors to Buy on weakness,” it said.

AmInvest Research said the results of the companies under its coverage were largely in-line as out of the 12 companies under its coverage, seven came in within expectations, one above expectations and four below expectations.

For property developers, IOI Properties came in above expectation with strong contributions from projects in China and higher earnings from JVs arising from the sale of South Beach Residences in Singapore.

Posted by Good123 > 2019-08-20 17:07 | Report Abuse

Once q4 results has been released this,month, the share price will fly :)


IOI Properties Group Bhd
(May 28, RM1.24)
Reiterate buy with an unchanged target price of RM1.76: IOI Properties Group Bhd’s third quarter financial year 2019 (3QFY19) earnings came in above our and market expectations. Sales from South Beach Residences in Singapore have helped boost earnings further. We expect 4Q earnings to be even stronger as it is typically the strongest quarter in its financial year. This will also be driven by the maiden launch of Xiang An, as well as the sale of remaining South Beach Residences. The company is also a beneficiary of the Mass Rapid Transit Line 2 and East Coast Rail Link projects. The stock is our top pick for the sector.

Despite the drop in its year-to-date revenue, IOI Properties’ net earnings still grew, largely due to the property sales from South Beach Residences, in addition to the stable growth from its property investment division. The overall effective tax rate was higher due to a higher tax rate in China.

New property sales reached RM344 million versus RM462 million in 2Q. This brings nine-month new sales to RM1.38 billion. Of the total, projects in Malaysia contributed 58%, while Singapore and China made up 2% and 40%. The sales in Malaysia were largely from the monetisation of unsold inventory. The company’s unsold completed inventory stood at RM2.17 billion, relatively unchanged from last year’s numbers.

We think IOI Properties could possibly achieve RM1.8 billion to RM2 billion new sales by the end of FY19 (June), given that it plans to roll out the first launch of its Xiang An (Xiamen 3) project next month. This is the company’s third project in Xiamen, and the launch gross development value (GDV) is around one billion yuan.

Meanwhile, we expect South Beach Residences (GDV: S$1 billion [RM3.04 billion]) to contribute further in the coming quarters. We understand the project was already more than 40% sold (or S$523 million sales) as at mid-May 2019. Hence, it should continue to help lifting IOI Properties’ bottom line in 4QFY19 and FY20.

In view of the strong results, we raise our FY19 to FY21 earnings 8% to 13%. Unbilled sales have improved slightly to RM638 million from RM567 million as at 2QFY19. — RHB Research Institute, May 28

Posted by Good123 > 2019-08-20 17:09 | Report Abuse

(May 28): Affin Hwang Investment Bank Bhd analyst Chee Wei Loong upgraded the recommendation on IOI Properties Group Bhd to buy from hold.

* Price target (PT) raised to RM1.83 from RM1.80, implies 46% increase. IOI Properties average PT is RM1.65.

* IOI Properties had five buys, two holds, 0 sells previously: Bloomberg data.

* Analysts lowered their consensus one-year target price for the stock by 5.1% in the past three months. Forecasts range from RM1.65 to RM2.25.

Posted by 129055444514385 > 2019-08-20 20:29 | Report Abuse

Must buy... quite impossible to find another one.... IOI Properties had five buys, two holds, 0 sells previously: Bloomberg data.