Sulcata 56 posts | Posted by Sulcata > Mar 18, 2016 9:16 AM | Report Abuse so many big seller these 2 days |
Investeye 2230 posts | Posted by Investeye > Mar 18, 2016 4:15 PM | Report Abuse In fact i am q up to accumulate some more at rm0.99 (matched) to take advantage of present consolidate stage |
Kareemabduljabbar 211 posts | Posted by Kareemabduljabbar > Mar 20, 2016 1:28 AM | Report Abuse http://www.thestar.com.my/business/business-news/2016/03/19/the-rise-of-aspen/ Should limit on Monday. They didn't disclose that they also have the IKEA monopoly in malaysia outside of klang valley. So this is a free option on IKEA opening in Iskandar. This Aaron Tan looks like just playing with family money. Rich kid. |
Investeye 2230 posts | Posted by Investeye > Mar 21, 2016 11:13 AM | Report Abuse Aaron Tan, who is the nephew of Datuk Seri Robert Tan Chung Meng of the IGB Corp Bhd, bought the stake in Yi-Lai at RM1.30 a share in May 2014. So, i expect the share price should up to this value as rto will bring a synergy to existing Yilai business. |
Markus S 103 posts | Posted by Markus S > Mar 21, 2016 3:18 PM | Report Abuse http://www.southkey.com.my/about-masterplan.html http://img2.penangpropertytalk.com/wp-content/uploads/2016/01/vertu-resort-master.jpg I have commented before that I invested in Yilai because of the Johor Southkey's 6 billion integrated project in phases. That's lots of tiles to supply to. Midvalley Southkey is in the making. Then came the RTO news between Yilai and Aspen Group. A look at both the masterplans at the weblink above (Johor's Southkey and Penang RM8bil Aspen Vision City project in Batu Kawan) . That's even more tiles to supply. Tiles making business is simply too small worth the Tan conglomerate's attention. Now it makes more sense with this RTO. I won't be surprise see MidValley AspenCity in Batu Kawan in future. Or some sort of private placement for this enlarge entity to IGB, GOLDIS, WAH SEONG or one of their MANY investment vehicles later on. Yi-lai is good buy. Tan conglomerate is behind. |
Ven Pandora18 2087 posts | Posted by Ven Pandora18 > Mar 21, 2016 11:42 PM | Report Abuse Interested buyer seen to collect at support level @ $1.02 .. |
Greener 7 posts | Posted by Greener > Mar 22, 2016 11:43 AM | Report Abuse Volume so low today no momentum |
S12456 298 posts | Posted by S12456 > Mar 22, 2016 8:00 PM | Report Abuse Tommorrow up as of two days later, rm 1.01 to rm 1.07.... |
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Markus S 103 posts | Posted by Markus S > Mar 24, 2016 12:02 PM | Report Abuse http://www.thestar.com.my/business/business-news/2016/03/19/the-rise-of-aspen/ http://enterpriseasia.org/apea/malaysia/awards/my-2015/dato-murly-manokharan/ A 30 years old Dato Murly and/or 31 years old Aaron Tan. So who is going to take control? Will IGB subscribe more shares to the enlarge merged entity for more control to young Tan if the RTO negotiation goes well ? Batman and Superman? Whoever, whatever, I hope Yi-lai shares shoot up to orbit. :) |
Investeye 2230 posts | Posted by Investeye > Mar 24, 2016 2:33 PM | Report Abuse Accumulated at rm1.00.. |
Investeye 2230 posts | Posted by Investeye > Mar 24, 2016 4:45 PM | Report Abuse RM0.98, 0.97 & 0.965 all matched.. for few lots |
Investeye 2230 posts | Posted by Investeye > Mar 25, 2016 10:10 AM | Report Abuse Market sentiment for property has improved, from the share price of Tambun which is near to Aspen(in fact Aspen in Batu Kawan location is much better). The main focus should be the success of rto. As the nilai nta is rm1.30+ but the rto is rm1.00 by issue a new share. So, the may be the major concern but i believe either the share price should perform better or Yilai needs to give some goodies to existing share holders. Will accumulate at low.. |
nkk53 1426 posts | Posted by nkk53 > Mar 29, 2016 12:08 PM | Report Abuse Forget about tihs counter.There are many big prop players in b kawan now |
Investeye 2230 posts | Posted by Investeye > Mar 29, 2016 2:25 PM | Report Abuse Yes, there are few players (Eco World, Paramount and GOB) but still Aspen is leading. It is not only talk about property but also synergy between Yilai(material supplier) and Aspen(property) . |
nokenzo 592 posts | Posted by nokenzo > Mar 29, 2016 5:18 PM | Report Abuse Yes, Yilai and Aspen have synergistic strategy. |
nkk53 1426 posts | Posted by nkk53 > Mar 30, 2016 12:42 PM | Report Abuse Batu kawan is not like Iskandar,it will take more than 10 yrs to develop.Can Yilai investors wait? |
nokenzo 592 posts | Posted by nokenzo > Mar 30, 2016 3:12 PM | Report Abuse Aspen detailed accounts not known, there is an unbilled sales of 1b! How much profit margin??? GDV of 8b in batu Kawan alone. Anybody can enlighten? |
Sulcata 56 posts | Posted by Sulcata > Mar 31, 2016 10:28 AM | Report Abuse some buying interest today.. |
Kareemabduljabbar 211 posts | Posted by Kareemabduljabbar > Apr 1, 2016 2:04 AM | Report Abuse Tambun is not in batu kawan. Tambun not competitor to murly and aspen. In batu kawan, after Desmond has sold the abad naluri land to ecoworld,money ecoworld and aspen. Premium outlet and also paramount are not pure property play and their gdv considerably smaller. Remember that the IKEA commercial centre will be the centre for batu kawan to feed the industrial area and also likely for entire SPS. Aspen have first mover advantage over ecoworld. Also this is an asset injection play so the share price should have considerable upside. Aspen have the monopoly for IKEA outside of kl area. Next is jb. Which is a no brainer. Assuming aspen has sales of Myr 750 a year which is conservative. And say realised over 3 years. steady state you have assuming 25 pct gross margin, 180 mil PBIT. Which is 130-140 mil pat. At 10 x pe, this is 1.4 bil market cap. At tambun 7x Pe, this is still close to a bil mkt cap. Smart investors have started to collect the shares so that they can play a major role in agreeing to the deal. |
matrix6050 1265 posts | Posted by matrix6050 > Apr 6, 2016 6:30 AM | Report Abuse keep some and wait for durian runtuh |
Investeye 2230 posts | Posted by Investeye > Apr 6, 2016 2:45 PM | Report Abuse Accumulated at low.. |
nkk53 1426 posts | Posted by nkk53 > Apr 6, 2016 2:47 PM | Report Abuse Jangan buang masa |
Investeye 2230 posts | Posted by Investeye > Apr 7, 2016 9:24 AM | Report Abuse Initially collected as low as RM0.82 and still hold when the price touched RM1.08, and collected again when price dropped below RM0.97.. buang masa is ok when there is a good return in near term. |
Investeye 2230 posts | Posted by Investeye > Apr 8, 2016 11:37 AM | Report Abuse Still q to accumulate.. |
Sulcata 56 posts | Posted by Sulcata > Apr 8, 2016 3:55 PM | Report Abuse Q at wat price? |
Ven Pandora18 2087 posts | Posted by Ven Pandora18 > Apr 8, 2016 3:58 PM | Report Abuse Bargain hunting ? Go for $0.90-0.95 Well Branded Name ,the ASPEN . |
Investeye 2230 posts | Posted by Investeye > Apr 8, 2016 4:12 PM | Report Abuse Matched at RM0.945.. |
sasword 814 posts | Posted by sasword > Apr 11, 2016 12:49 PM | Report Abuse Dying. |
Investeye 2230 posts | Posted by Investeye > Apr 12, 2016 3:51 PM | Report Abuse Still a good time to accumulate .. |
sasword 814 posts | Posted by sasword > Apr 13, 2016 12:47 PM | Report Abuse Very good...keep accumulate while ppl shift to other earning stock...hahahaha... |
nkk53 1426 posts | Posted by nkk53 > Apr 14, 2016 10:57 AM | Report Abuse Dun play with dead stock |
Investeye 2230 posts | Posted by Investeye > Apr 19, 2016 5:14 PM | Report Abuse Further accumulated at RM0.91.. |
nsyee28282828 488 posts | Posted by nsyee28282828 > Apr 19, 2016 7:15 PM | Report Abuse Always play by its own??? hopeless until the RTO is firm up |
sasword 814 posts | Posted by sasword > Apr 20, 2016 12:44 PM | Report Abuse More to collect at 0.80...gambateh |
Investeye 2230 posts | Posted by Investeye > Apr 20, 2016 6:02 PM | Report Abuse If really down to RM0.80, then it is just durian runtuh. Yilai is one of the 25 small cap jewel stocks by RHB investment bank. https://m.facebook.com/Rinani-Traders-Group-1573348362957880/ |
nsyee28282828 488 posts | Posted by nsyee28282828 > Apr 21, 2016 4:55 PM | Report Abuse Any news on the RTO? |
Kareemabduljabbar 211 posts | Posted by Kareemabduljabbar > Apr 22, 2016 9:25 AM | Report Abuse Is it true that deal is done already and now just paperwork ? Insider collecting. |
tanym 96 posts | Posted by tanym > Apr 22, 2016 10:46 AM | Report Abuse Engine started!!! |
VenFx 14272 posts | Posted by VenFx > Apr 22, 2016 10:59 AM | Report Abuse Witness The Rise of Aspen |
nokenzo 592 posts | Posted by nokenzo > Apr 22, 2016 5:24 PM | Report Abuse HOA due in May. Collecting? |
supermax123 29 posts | Posted by supermax123 > Apr 22, 2016 10:35 PM | Report Abuse up up up |
kcgoh1234 201 posts | Posted by kcgoh1234 > Apr 24, 2016 1:34 PM | Report Abuse Aspen is "hidden son" of Ivory Properties Grp. After the RTO, true colors will reveal. Run & owned by same set of people. |
VenFx 14272 posts | Posted by VenFx > Apr 25, 2016 9:10 AM | Report Abuse Nice |
Sulcata 56 posts | Posted by Sulcata > Apr 25, 2016 9:13 AM | Report Abuse nice |
VenFx 14272 posts | Posted by VenFx > Apr 25, 2016 11:28 AM | Report Abuse ASPEN THE NAME |
supermax123 29 posts | Posted by supermax123 > Apr 25, 2016 11:33 AM | Report Abuse i saw overseas 1 magazine featured yilai |
Ven Pandora18 2087 posts | Posted by Ven Pandora18 > Apr 25, 2016 3:56 PM | Report Abuse Ngee Nai 555 |
nokenzo 592 posts | Posted by nokenzo > Apr 25, 2016 6:04 PM | Report Abuse 二奶变大奶了. |
Investeye 2230 posts | Posted by Investeye > Apr 25, 2016 9:07 PM | Report Abuse Disposed some lots to take profit at rm0.995 |
supermax123 29 posts | Posted by supermax123 > Apr 29, 2016 4:20 PM | Report Abuse down till 0.90 hahahaha |