Instead of buying the land itself, buying Mulpha Int shares is more marketable and at lower entry price. This is better than most of the REITS which are revalued every few years.

Does anyone knows the status of the train connecting Iskandar area by Masteel? Is it still on?

Attended property investment talk at sunway convention today.

Surprised that house prices in Johore from 2000 to 2013 increased only 2.62% compunded annual growth rate while in selangor kl pg & selangor achieved 6.62%, 5.95% n 4.89% respectively

This means that the current massive housing development in johore and its appreciation is still relatively cheap

Moreover, the population growth in Iskandar has the highest compared to KL & Pg.

what is the target price?

When will touch RM 1.00?

If you have visited their booth at the recent World O&G exhibition at KLCC , you would have understood their company better.

Sure lai. If Pantech is not going to do the O&G job whoelse is going to do it? Pantech is a local company with the credentials, capacity and reasonable cost structure.

If the execution is done 2 years done the line the price willnot bebelowRM1.00. It will be RM1.40 and above as net profit will be shown in the financial result.

40% increase in price is a good returns for 2 years.

Even if Pantech does not get the direct contract or just a sub contractor, they will still do the execution job.

So far have not heard of Pantech having poor execution skills.

Refer to the map by Ho Chin Soon on Spotlight on Iskandar Malaysia at TheEdge Property forum today and you will appreciate and understand better what Calvin has been saying all this while.

Invest within your means on this counter and let see the returns.

My guess is Johore based deleloper/construction company would appreciate the land location and its potential.

Could this be Kimlun? Of late active and is venturing in property development.

With the appreciation of land prices, one has to look into the impact of the appreciated sum to NTA/Profit of MP Corp & MPHB Cap.

Then we would know which counter is more undervalued currently.

Pls provide info if possible

It has been approved

Naim on 31/3/14 redeemed earlier its debts earlier.

This means less worry cash flow wise which was a concern with analyst.

Drop from peak of RM4+ to RM3.40 with good earnings the last quarter, there is potential of the RM4 revisited.

Welcome opinion on this.

what is the interpretation?

Pls read the latest weekly THEEDGE for more write up on Padini.

ok will continue to hold until RM6.

I have been holding this for past few years. How much to let go?

Being a big exporter, Hovid will benefit from weakening of Ringgit.

Won't be surprised that revenue growth is more than 20%.

Pls share with us your presentation at GTOWERS where many could not attend.

Many thanks

your presentation is special as you combine FS & FA and more important your wealth of experience in equities

will you be presenting at Meru branch this Sunday as well?

KGB from profit making to a loss making company. What went wrong?

pls go to iproperty fair at setia alam convention today and visit L&G booth to know more.

Congratulation to those companies being awarded the contract.

Which other public listed companies will have indirect benefits being sub-contractors to the award receipients?

where is the place?

Padini has been a growth stock story since 1990s to what it is today.

Strong mgt and branding will get them further growth. There may be competition from H&M and Uniqulo etc but with the good entrepreneur spirit Padini would have come up with new stretegies.

Let us see the coming financial results

I read in one of the Feng Shui book for 2014 prediction, is that China will face debt problem but will come out ok towards the end.

This will impact Malaysia. However, with govt actions things may not be that bad.

Stock market will see a major corrections
in mid-year to 3 rd Q with the 4h Q up again.

Let us see and compare what others have to say.

big push can only succeed if there are positive news. There are many stale bull for this counter holding at high prices who will sell when price starts going up.

What is the target price?

Under appreciated stock with good fundamentals and future prospects.

Could the rail project be part of the public private sector partnership?

Decent EPS with PE around 10 times only.

O&G should be valued higher.

It's about focusing on higher end development, low book value for its land at Iskandar compared to market valuation, new CEO for FKP to drive more development in Aust.

A good write up in The Edge.

Could someone share the TA and Chart Analysis on this counter?

Thanks

Recent filing JP Morgan purchased 21.9 million shares

Could this be foreign funds buying?

AS the GE is over and market is more stable, what would be the recommended counters for the next 6 months as some of them may have appreciated substantially?

Pls share & Thanks

kindly send me as well to hsong2000@hotmail.com

many thanks

many thanks. God bless you

pls send me a copy as well hsong2000@hotmail.com

many thanks

AMMB has a target price of RM2.48

There is still plenty of room to go up from current price

could also buy the mother, Muhibbah for cheaper entry point. FAVCO is more than 50% owned by Muhibbah

if the trend continues, then the EPS should be around 11sen with a PE of 12 times. This is low for O&G counter considering the further increase in earning potential.

Regards

ONG HOCK SOON

Pls read weekly Edge. HLIB Analyst report of previous O&G Av PE during the last peak period is 23 times.

If we were to use Pantech current EPS of 10.7 sen then the price should be RM2.46.

You may not have bought during the low period, but there is still money to make.

with the market going up even for those counters without fundamental value, do not worry of stock which is fundamentally strong, money will flow into this counter. It is just a matter of time.

I have seen my counters that I bought earlier like Naim, Kimlun, UOA,Padini that have good fundamentals and highly recommended appreciated much higher than I anticipated.

Pls continue to recommend It is for us to do research and knowing our risk appetite before investing.

Potential for it to go higher after huge losses last year.

Mulpha took up the right issue of FKP Property Aust for A$0.20 and today it is work A$1.41.

This is also a property play besides Iskandar, Mulpha has many properties especially in Aust.

Now that many stocks have way gone up it is worth to hold for medium term and reap the appreciation.

just look at the land reclaimation at Malacca town, which has transformed the reclaimed area into a modern area.The project is still on going. At time goes by, the land will further appreciate as it is able to attract new respectable buildings.

property & construction counters will do well this year. Pls refer to CLSA 2013 predictions

Kim Lun is involved in the right industry and in the right location ie Iskandar & Klang valley.

villas were launched in 2007,2009 & 2010. Profits have been fully recognized earlier.

need not worrty for counters backed by fundamentals and pantech is riding on the O&G wave. Good that major shareholders armed with cash from the sale could convert the iculs to provide the company funds for business expansions

suppposed so the profit to be announced should be ok

which will be the other companies that will benefit from Dayang's contract?