nemesis

More and more institutional funds are getting onboard Avaland...I notice small cap fund also invested...Ayala Land will surely take Avaland higher n higher as they are BIG, really massive!!

1 month ago

nemesis

With an estimate Market Capt of 54 billion, it is even larger than all the top 10 property developers combined...I believe in in coming years Avaland will stand tall together with the Big Boys like Mahsing, Ecoworld, Spsetia, Sunway, Sime property and etc...

1 month ago

nemesis

https://klse.i3investor.com/web/blog/detail/kokokai/2019-04-28-story204260-MCT_Berhad_A_Lowly_Geared_Developer_with_a_TP_of_RM0_90

1 month ago

nemesis

Old articles for quick reference and analysis based on facts

1 month ago

rikki

Avaland @ 0.35 is one of the RHB Top 20 Small Cap Jewels 2024 launched 14/5/2024

1 month ago

nemesis

It has just begun...powerful rally to 0.40 soon...EPS is projected to rise up in coming qtrs fin results

1 month ago

nemesis

RHB has picked Avaland as the only Small Cap jewel from the property sector...

1 month ago

nemesis

0.40 is comingggg!!!!

1 month ago

xuxu

wowowow letup !! gogogogo

1 month ago

Val-Elta

I'm still here, if able to maintain 36-38 cents for this next 5 trading days + supported by good quarter result announcement, it will break 42 cents by end of the month

1 month ago

Val-Elta

As spoken before also, in April, don't let short term fear force you into sales, and you ignored the long term positive risks.

1 month ago

nemesis

To me it is worth at least 1.00 in the future as Ayala Land is massive enough to propel Avaland to be one of the best developers in Msia...

1 month ago

Val-Elta

Nemesis, I won't be so optimistic about RM 1 yet at this moment, too far off, and it'll need EPS of 10-15 cents per annum to fundamentally support that share price.

I'll take it QoQ and see how it goes. If they keep meet my expectations, and there's no better shares to buy, I'll stay on.

But finally after so many years, it's getting the widespread attention it deserves with calls from RHB, AMINVEST that got published in major newspapers too.

IF this is supported by an outperform/better QoQ EPS announcement next week, then it'll be the most optimum scenario.

1 month ago

nemesis

Most of their products launching are very innovative and selling like hot cakes...very strong management team from Philippines and Ayala Land is ambitious to propel Avaland higher...

1 month ago

nemesis

0.40 has been breached...upside is comingg

1 month ago

Val-Elta

So far, looks ok, we've past T3 and share price still around 39 cents.
Quarter result announcement coming up this week too.

Lets see if can reach 45 cents or not by end of the month.

1 month ago

nemesis

Quarterly Fin Results is releasing soon which is expected to propel its EPS to new high...Buy

1 month ago

nemesis

Avaland is set to be the next growth stock in the property sector...it makes sense to acquire as much as you can before it becomes reality...

1 month ago

ITreeinvestor

nemesis Quarterly Fin Results is releasing soon which is expected to propel its EPS to new high...Buy
23/05/2024 9:44 AM

Y24Q1 PAT 21,173
Y23Q4 PAT 37,522
Y23Q3 PAT 17,230
Y23Q2 PAT 11,116
Y23Q1 PAT 136

1 month ago

Val-Elta

Mmmm, overall I'll say it's a slightly positive result, I was hoping an EPS of 1.8 cents personally.

However, besides just looking at the PAT, there is additional information that can be deduced to aid your investment outlook.

Good
1st Q total property sales of RM 211 million, if sustainable, that'll be RM 800 million of property sales in a year.
Unbilled sales RM 852m is still very high, now transitioning to Alora and Amika which have not yet entered high progress billing stage.
Aetas seputeh 50% booking (soft launch) seems to be still 'unbilled' yet as of now, depending on if APDL is approved by end of June, there's a potential of up 250m in unbilled sales just from Aetas Seputeh added in next quarter.
Direct Operating and General Admin Expense have dropped quite significantly QoQ from 13% of revenue to 10% of revenue.
Selling and marketing expenses drop from 4% to 3% of revenue
Cash flow from Operations positive
Still trading around 6.53 PER, vs other property stocks trading at PER of 8.11 (LBS), 16.76 (SIMEPROP), 22.8 (SPSETIA), 21.37 (IOIPG), 22.74 (ECOWORLD), 17.48 (MAHSING), 18.36 (GUOCO)


Bad
Gross profit margin dropped from 34.6% to 31%
income tax on profit increase to 32% (But should be one off)
Revenue may only peak up again in 2nd to 3rd Q as Amika and Alora enters the billable progress stages

The Good points, unfortunately will still require patience to be realized, and this will expose the share to short term weakness potentially.

Let's see how the market (especially the funds) reacts then, will they buy on weakness and sustain the share price around 36 cents until next QR release.

1 month ago

Val-Elta

Also, take note during the RHB 20 jewels report,

It's stated that
Sales guidance of MYR700-800m represents almost 30% YoY growth

211m sales in the 1st quarter is already
30% of 700m full year forecast
26.3% of 800m full year forecast

1 month ago

nemesis

Overall full year forecast for 2024 we can expect total EPS of 7-8 Sen per share which should propel the share price to 0.70-0.80 in comparison to LBS or other mid cap developers...Reiterate BUYYY!!!

1 month ago

Val-Elta

Market a bit irrational, take Hua Yang for example, 4 quarter EPS 1.6 cents, revenue 191 million, net profit 6 million, but share price can be 42 cents as of now.

Maybe due to Avaland's previous times when a lot sold around 23 cents, so it's still a good exit point for those who still holding since then.

Will need a period of above 35 cents for a 2, 3 months to increase average shareholder entry price/allow those who hold the shares < 25 cents to exit fully before it can normalize back to market.

1 month ago

nemesis

Profit taking is over this morning...it is time to climb above 0.40 later

1 month ago

ITreeinvestor

in your dream

1 month ago

nemesis

Could come back down to 0.35 tomolo

1 month ago

leokoo

this share has a low amount of floating shares, hence when some people take profit, the price drops. Time to buy more :)

1 month ago

necessity

for now, till the release of the 2Q..
fundamentally week..
technically week..
+ external and internal factors.. few red flag for me..
few major risk and red flags,. but still, undervalued by price evaluation..

so i will be sideway with my popcorn watching bull vs bear..

1 month ago

nemesis

Rebound is on the way!

1 month ago

nemesis

Current share price retreat provides buying opportunities for long term holder...Reiterate BUY!!!

1 month ago

Jonathan Keung

Lack of catalyst plus technical showing weak signals. MACD and RSI showing negative. Expect sideway trading for the near term

3 weeks ago

nemesis

We just hope Avaland will venture into Data centre development just like Mahsing...

3 weeks ago

nemesis

It is time to Skyrocket as Property Recovery turning into boom is near...Avaland is catching up

2 weeks ago

Jonathan Keung

Big property counters with big land banks riding on DC wave. Ecoworld , YTL , IOIP, Sime or Mah Sing riding the DC wave. Small caps with limited land banks hard to play the DC wave

2 weeks ago

acnca84

masuk sini pulak

2 weeks ago

investortrader88

Bought some tickets at RM0.38. good luck guys.

2 weeks ago

nemesis

https://www.thestar.com.my/business/business-news/2024/06/14/rehda-property-transactions-on-uptrend#:~:text=PETALING%20JAYA%3A%20The%20Real%20Estate,Kuala%20Lumpur)%20chairperson%20Carrie%20Fong.

2 weeks ago

nemesis

Property sector on uptrend...

2 weeks ago

nemesis

https://theedgemalaysia.com/node/715479

1 week ago

Jonathan Keung

Holding up very steady. .others goreng counter all down today

1 week ago

nemesis

https://theedgemalaysia.com/node/715706

1 week ago

Jonathan Keung

HLIB calling a buy on the big cap property counters. Sunway , IOIP or Sime darby that may or benefit from the relaxation MM2H program. Not the small cap counters.

1 week ago

nemesis

Avaland is developing high end too...High end properties will be on high demand soon...

1 week ago

Val-Elta

Anyone in AGM now?

1 week ago

Jonathan Keung

Mundane affair. All resolution passed. Directors reelected , auditors reappointed, no issue raised

1 week ago

mikeann

Stock has dropped considerably from 0.40.
It is a Buying opportunity now.
Rebound is iminent.

RHB RESEARCH
https://research.rhbtradesmart.com/sites/default/files/attachments/2024-05/my_top_20_malaysia_small_cap_jewels_scb2024_rhb.pdf

Avaland FAIR VALUE: 0.53-0.58

1 week ago

Jonathan Keung

Bottom fishing at 32 or 33 then wait for the technical rebound

1 week ago

Jonathan Keung

Almost there {32 sen }at the lower end of the chart. DJ drop 299 points. Tech heavy Nasdaq up. Mixed market signals.

4 days ago

Jonathan Keung

Rebounded from the day low.

2 days ago

Shotthebull

Going up to 42 sens

1 day ago