nightshade

nightshade | Joined since 2013-08-06

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Stock

2013-12-11 12:54 | Report Abuse

i also think there won't be property bubble next year....

if you still can afford the loan & upfront payment, starts looking for one now before GST & power tariff inflation effect comes in.

not necessary have to be Tropicana products....just don't over leverage, if cannot afford the loan anymore, just let it be...

auction property only happens when the buyers source of income are terminated, that they are force to default in serving the loan facility they took, else, nothing stopping those genuine buyers or speculators with very strong streams of income....

there are too much at stake to let property sector down, coz there are too many chain of supplies related to property sector, be it construction, building materials, manufacturing & industrial products.......the main focus is to weed out speculators, not to hammer down property sector until the whole chain of supplies affected - resulting risk of unemployment, which defect the purpose of cooling measurement...they want to make property more affordable with less speculation, not making unemployment figure grow.....if thing doesn't go according to their plan, anytime they are going to flip flop the policy

Stock

2013-12-10 17:58 | Report Abuse

didn't realize it is performing so good past few days

Stock

2013-12-10 17:40 | Report Abuse

so many contra kakis........

Stock

2013-12-10 16:44 | Report Abuse

walao le...there frying the UMWOG like no tomorrow :)

Stock

2013-12-10 16:30 | Report Abuse

Maintain SELL. The construction sector prospects are strong, underpinned by an extended upcycle driven by the MYR73bn Klang Valley MRT project, which will keep players busy until 2019. However, WCT is not good proxy to the sector as it has yet to secure any work packages from the mega project. Also, given its rich valuations, we believe investors should only revisit the stock on dips. Our FV is trimmed by 4% to MYR2.21 (from MYR2.30), based on a 16x revised fully-diluted FY14 EPS of 13.8 sen, in line with our benchmark 1-year forward target P/E of 10-16x for the construction sector.

follow more RHB, really can get free air ticket to Amsterdam....:) , government agency policy, you haven't secure any to date, you are next in the line.....they won't load those builders have secure so many jobs but yet to deliver, they need to minimize the risk of project delay. Hence, if the builder haven't secure any to date, the chances are even higher .....

Stock

2013-12-10 14:57 | Report Abuse

I'll be more selective on property counter next year.....

had you read the draft of GST Guide to Construction Industry by Royal Custom Malaysia last November 2013....you might want to redeem your FD from to bank & start searching for your next property....

the content = K.O......but still got hope coz it is still DRAFT....hope the RCM will call for dialogue with the industry players before finalizing the guide...

Stock

2013-12-10 14:50 | Report Abuse

housing loans hard to approve because the buyers already leverage to the max.....if the buyers income/salary still can serve the loan amount they want to take, why not?

Stock

2013-12-10 12:41 | Report Abuse

kct153, you forgot to call EPF, they might be working, lol

EPF worked on 5th December 2013, buying at average RM 3.61.....http://www.bursamalaysia.com/market/listed-companies/company-announcements/1487557

SOS KWP & Jcorp....sama-sama mari

Stock

2013-12-10 11:36 | Report Abuse

hahaha...maybe they are goog in buying at higher price later :)....okla, i wait for them to buy from me at later stage

Stock

2013-12-10 11:23 | Report Abuse

market going to recognize the counter performance soon

Stock

2013-12-10 10:54 | Report Abuse

other plantation heavyweight moving....soon will be Kulim turn


where the heck is KWP & Jcorp....?

Stock

2013-12-10 10:11 | Report Abuse

now is RM 0.05.....wanna consider re-entry? :)

Stock

2013-12-10 00:32 | Report Abuse

if they are serious in diversifying, single storey terrace is the most basic construction . I"ll say they are starting at correct starting point. Single storey kacang putih....
But I'm not interested coz the profit margin figure might not look so good, affordable housing construction , can forget about good profit margin

Stock

2013-12-09 23:44 | Report Abuse

Kampung tersusun at Pasir Salak for Felcra, isn't ?construction cost per unit only RM 126k, that is affordable housing project. Close one eye, confirm single storey building terrace....copy paste existing design , kau tim....no need structural design also.....typical chinaman contractor can construct it.....

cannot be condo at 126k per unit at Gombak.....else already taken for ride already

Stock

2013-12-09 18:22 | Report Abuse

with these kind of performance the past few years, not hard to apply to transfer to main market

Stock

2013-12-09 18:19 | Report Abuse

Not Axis alone, all REIT counters generally. REIT counters gonna face the some pressure from the recent TNB tariff hike & the DBKL assessment hike ( if properties are located at KL )

major building operation cost = air conditioning electrical bills, be it malls or office towers. TNB tariff hike, operation cost going to increase but the building owners cannot pass the cost to the tenants until the tenancy tenure term is renewed or expired - unless it is spelled clearly tenancy agreement that building owner have the right to do so from time to time.

Hence,with the same rental collection amounts, increased of operation cost, REIT profit will be squeezed in coming quarters

News & Blogs

2013-12-09 17:15 | Report Abuse

fulamak.....manyak reliable punya ini RHB IB target price.....market closed at RM 2.49 last Friday, masih lagi maintain buy call at 2.53 this morning....

baca banyak sikit & ikut banyak sikit RHB TP....mungkin dapat free air ticket ke Amsterdam Europe for free.....fulamak, don't play-play....

Stock

2013-12-09 13:43 | Report Abuse

yup...observing....there is a new one issue by AmBank tomorrow.....i doubt the premium level will looks good.....but of late, AmBank market making activities are catching up with the other IBs.....CIMB IB's market making activity becoming worse & worse

Stock

2013-12-09 12:34 | Report Abuse

i'm complaining on the news by the reporters...not complaining on the counter :)

Stock

2013-12-09 12:23 | Report Abuse

very sensitive to CPO price movement....but the news portal, one day report bearish on CPO, another day report bullish on CPO & keep the repeating same old grandma stories... nia sing, better don't report....

Stock

2013-12-07 09:33 | Report Abuse

it is controlled item, cannot simply raise the price

Stock

2013-12-06 18:44 | Report Abuse

That is the responsibility of developer lei if they wanna improve the traffic to their development.... WCT''s Paradigm Mall access from LDP also by developer, SPSetia KL Ecocity opposite Mid Valley access from federal also by developer... access to new project development is not government babies la

Stock

2013-12-06 16:17 | Report Abuse

should say Perodua still dominate affordable automobile market in Malaysia

Stock

2013-12-06 15:44 | Report Abuse

spb exiting the education business...gonna get through

Stock
Stock

2013-12-06 15:03 | Report Abuse

google, there are 2 contractors doing HV & EHV locally....one is Pestech Bhd and another one Nova Nusantara Sdn Bhd...

no wonder profit margin so high, not much competition.....

Necro....you might be wrong.....this one could be exceptional case with company sound like "tek".... Pestech could turn up to be "best tetek" .......watch out,lol

Stock

2013-12-06 09:03 | Report Abuse

even better than Ptaras the business nature I believe

Pestech - looking at the profit margin..phew...more like no competition at all. High Voltage transmission & Extra High Voltage transmission....it is a niche market & got barrier of entry....looking at TNB Capex...just part some money here to invest like pussy style

General

2013-12-05 23:43 | Report Abuse

Pestech Bhd
Elsoft Bhd
Microlink Bhd

can consider for year 2014.....

Stock

2013-12-05 11:18 | Report Abuse

kambing kambing

Stock

2013-12-05 10:51 | Report Abuse

sien...suspend here & there

Stock

2013-12-04 13:02 | Report Abuse

there are always pros & cons, whenever a decision is made.....of course, the immediate results, we see more cons because it burned our pocket & causes inflation.....

pros - leave aside the energy subsidy removal by government alone that gonna save government expenses....it will force developers and consumers to be more energy conservative. It is a score for greener earth....

if wanna talk about power, we need to look for gark....gark, how is our power tariff compare to other developing & developed countries?

wanna curse - curse the group that promotes the GBI aggressively...but honestly, not their fault, they just want to promote sustainable development for future generation

but of course....with so many "naik" at one go...petrol subsidy reduce, introduce GST, & utility tariff up....of course sure a bit not happy la...

News & Blogs

2013-12-04 12:39 | Report Abuse

where to find this FCPO chart??

Stock

2013-12-04 12:24 | Report Abuse

amitafa...lol

Stock

2013-12-04 12:17 | Report Abuse

idiot....it is the dynamic limit...like that how to play....

Stock

2013-12-04 10:48 | Report Abuse

yes sumatran tiger aka pak belang...

News & Blogs

2013-12-03 14:51 | Report Abuse

building materials....after this, property price going up again.....

GST kick in, another round....

Stock

2013-12-03 11:50 | Report Abuse

refer to underlying TP not CWs....from there you derive back your CW TP

i made mistake in earlier post, it should be 0.155 not 0.055, it never hit 0.055

Stock

2013-12-03 11:15 | Report Abuse

u gotta decide that on your own....

Stock

2013-12-03 11:11 | Report Abuse

Vin Cullen - amitafa amitafa amitafa.....you suffering will end faster if he announce his retirement on the date.....lol

Stock

2013-12-03 11:08 | Report Abuse

IB...give us new CWs. TQ

Stock

2013-12-03 10:57 | Report Abuse

just keep it under observation until underlying further improve....else just look see look see enough

Stock

2013-12-03 10:49 | Report Abuse

be sensitive to your surrounding....Shariah compliance withdrawal shall not cause this kind of magnitude fall...just be cautious & pray harder...

Stock

2013-12-03 10:46 | Report Abuse

yes..it is on Thursday 12th Dec 2013. It falls on the same day Focal Aim Bhd proposed to change the name to Eco World Development Bhd....

I think it is on purpose....he might be announcing his retirement the same day

Stock

2013-12-03 10:10 | Report Abuse

selling wearing off....mamee monster.....apa cerita at Alam?

Stock

2013-12-03 10:07 | Report Abuse

hahaha....pray harder....amitafa

next Thursday 9 more days to go

Stock

2013-12-03 09:52 | Report Abuse

UMW turn coming soon

Stock

2013-12-03 09:11 | Report Abuse

who is the one disposing at 0.055 last week?.....crying without tear

Stock

2013-12-02 20:06 | Report Abuse

never in my watch list, worry no for me, sleeping very well all these while

General

2013-12-02 19:32 | Report Abuse

longer life span is a preference, I do go for shorter lifespan CW occasionally