Msia govt increase the import duty for steel start end of sept, it's a way to protect local company from the cheap selling china steel, good news for property sector again, which is modal increase, no people will sell cheap house and this can maintain the margin, bad news for those naive people always hope the house pricing go down, which is in my life never see property price go down in PRIME AREA. Plus, government s re-consider the DIBS option again, which is really a boost. This is a message from the top side, they want to rescue property market, previous move like increase on RPGT and cancel of DIBS impact is too big. Sooner we will see lots and lots of loosen measure on loan policy, cause almost every bank is suffering these years. So, property sector never die. Housing data is a major economy indicator, govt lately crazy pumping money for infrastructure, making the GDP number look great. To fulfill wawasan 2020,they need to "manipulate" more data on it, so property stimulus is one of the way. This is fundamental, not buy low sell high day trader minded, i won't let my remiser fat

@theedge you must be buying UEMS property they can't give you the OC on time? wahaha, why so du lan?

@theedge, you tell me which market can everyday earn one, i all in to buy at inverse ETF

If JP Morgan buy then we really soi,i rather all US fund out now.

2 more FOMC meeting this year, roller coster expecting, dun dream so much

FED no interest rise, continue goreng

all banking share last result were not doing very well, but, it seems it reach the bottom as perfomring loan number start to showing good sign on increment, and banking sector will continue trim down the OPEX by closing more and more branch, reduce front counter etc. It is a wise move. If the banking sector is moving, then for sure property will pick up as well. Budget is for ah jib doing show only, but one thing is 2020 getting near, for him to boost the number, i guess will be a lot of surprise package to give out. Oil price after 3 years slump now seeing getting bounce back, so everything is POSITIVE. Property counter never die, die is construction company first, my 2 cent

kenangka is the most hollan broker ever, i remember it did mark STRONG BUY on LionInd before the time they storng push is 1.20, just check today how much LionInd share price left. I almost kena fool but once i check on Steel industry over supply globally, then i hold my brake. The most modest review is PBB mutual fund, just the reason they are Msia strongest private fund, need to say more?

fundamentally say, surprising good

all eye on jackson hole speech, whether US rise interest rate or not, if rise, party gone, hot money all flow out

we will see the result in coming 2 quarter, the bank performing loan section will tell us are they doing good in loan after BNM rate cut. But if want to goreng or speculating no more wayang now. And i never see price fallen at prime area, it's only going up,so stop dreaming price will go down. I say PRIME area

you go checkout beijing, shanghai dongguan/guangzhou and tell what is the difference. Hint: why those city near river, seaside so happening, then those in inland just historical place and feel no vibrant at all? keyword is DEVELOPED and still develop. Same concept can apply to KL, spore and JB.

give you guys another hint, just check BOD how much they hold on the share, this will tell you they how confidence on the company. Landbank wise, is the stack for "exchange" interest. So question what sort of interest they looking at? lease the land? mutual corp? develop he area with some sort of theme? But the place near to terminal, with school and hospital is the prime area. Go find out which area i am talking on it. This counter when it unleash all the plan, then you know what is their real triumph card, i am talking on fundamental. Go check out how's china wanda group strategy and story, i not expect UEMS can be ppl 50% lah, but the game of property sector is play like this - "Create a story and dream" "cashcow" "create a new satellite city", cause this never can be done at place like KL or Spore anymore, since iskandar puteri is new, then thats it is, i rememmber last time got a forumer say this is the malaysia version guangzhou, now i start believe on it

@Lk036, normally sales revenue will revert after 2 quarter, or the BOD if they want to cook the year end financial statement they will put it at the last quarter to make it look "GOOD". 500k - 1 million housing with land totally not a problem, it is the range of combine income with 8000-1000 affordable price. So if you want to really see hows the impart of BNM rate cut to 3%, just read those commercial bank performing loan performance, this is the most important indicator to check the property sector health.

look at MRCB financial statement, look at their debt. One of the worst i say

not sleeping, i not sure how everybody working at what sort of environment, but my entire career is working in this kind of property-construction-finance related sector. It is not sleeping, but project base company biggest worry is COLLECTION. like nowadays the sentiment is very weak,got project also dunno can get back money or not. UEMS this company for me is mix, smart thing is they dun direct own a construction company (whoever working in construction company, go and check last 3 years how's the collection), margin very low. It can be very passive must depend on construction company help them expand. But hey nowadays who got money who is daddy, totally no worry on this. So UEMS now is basically waiting on few ANNOUNCEMENT, right timing do right thing. Hint, go read their financial report, you will know what's their future plan

Good news is checking on Banking counter next coming 2 quarter financial statement, check out how much it grow on the performing loan, then we know BNM rate cut is it able to save the property sector or what. Come on lah syariah fund those thing structure havent seen buying on what share what you guy syok sendiri apa? read this below link lah,

http://www.bloomberg.com/news/articles/2016-07-29/world-s-biggest-pension-fund-loses-51-billion-as-stocks-tumble

just using another channel to save some counter only, chew

msian get silver medal in RIO diving event, if send UEMS BOD confirm got gold medal.

england industrial PMI result release and i wallap 200+ pip in 8 minutes, one day only trade 8 minutes, faster than waiting UEMS doing RIO olympic diving haha

Got, dive water show, rio doing, UEMS doing also

HA HA HA can last over T-3 baru talk lah

Why you guys day trader just not trade forex? Last night when BOE declare cut rate i earn 1500 pips in 1 hours? every hour you can have at least 200-300 pips ranging, doing T-3 just let your remiser earn fat commission only, Or go bukit also a good option, at least you can hold the playing card, haha

http://www.tradingeconomics.com/malaysia/indicators

Read the basic Malaysia economic fundamental, check the external debt, debt over GDP, We been in deficit for how many years? You really think Msia Govt got enough liquidity now? Khazanah now like ATM machine to jib government only, just check M3 money supply how much it increase, printing money only. They don't have the ability like Japan doing Helicopter money to save their own economy - buy national bond and asset. Please check Malaysia 10 years bond yield how many percent? Thailand even a junta country but people bond yield is 2.03%, Msia is 3.6%, foreigner not trust Msia. Where they got money from? One bond mature then SGD spike from 2.6 to 3.00. Fundamentally, anyone believe Khazanah the backyard ATM got money?

Privatize? Kidding me? Anyone do the math how much money to buy out the remaining outstanding? If it really happen mean they only want to buy out whole UEMS asset, which is landbank. Then how about Seremban landbank? batu pahat? Not that likely to happen, Khazanah is national sovereign fund that represent "Malaysia", UEMS capital is not Malaysia biggest property company lah, are they forget about IOI property? Plus Khazanahhad been "misused" to save MAS airline before, so fidelity for this rumor is super low. Cook the rumor again.

The value of this counter is, please check TGV eurostar from Paris to London, from 1993 till today, what is the significant change on the property value along this rail. Then you know what really the HSR value is, and how this gonna reflect on Iskandar Puteri property price maybe in few years back then. Now gerbang is about RM350 PSF, just see. Another hint why UEMS hold the strategic landbank, example at the cinema entrance there's a lot of mamak stall, and these mamak stall land is owning by UEMS? I looking on growth, and potential

my intel told me is mutual corporation, other rumor package is land swapping. Anyhow, the value is surrounding area. UEMS have all the strategic landbank build around the terminal. This project mostly fund by private sector, SPAD chair the project, don't expect government got money to buy land, funny

One thing for sure, this HSR sporean needed it desperately than Msia. They start tender the tunnel project that korek to Jurong east. This is not play sand

no foreign investor will come until 1MDB is resolve, HSR is mega project that must be back by government, just like now if i ask you will you invest in Turkey, would you dare? If you guys read the economist they are afraid of ah jib political career and 1MDB, political instability. UEMS is holding the triumph card, but still got many detail havent runding among johor govt and federal govt yet - how to share the cake

dun just eval based on price, just think of like somebody want to built a factory at your land, what benefit you can grab, now and future? Rule 1 always share price should reflect to company performance., if overprice there's only BUBBLE

i mentioned earlier something rolling, next week will probably sign the HSR MOU. As far i know some big local vendor already submit the RFP and tender preparation. Ask yourself what really this HSR can benefit this counter. Go and find out TGV and JR these type of HSR project how actually it benefit the "surrounding" area. sit tight, gonna roar soon

stay tune, there's something on the HSR, that's all i say

cause a company only know selling asset to get money, but not using to realize and producing more asset, what you think?

like cantonese say --> trust you 10% both eye go blind.

back from nusajaya, everyone talking on the SPAD RFI of the HSR. Smell anything people?

confidence? the company not run by me, not you. how you evaluate fidelity in this? i am waiting news only, consider like "parking" since the price is consider relatively low now.

but no matter how, this is also a good news won the KL118 project. But when can it realize on the P&L book, then like hookien saying - tang ku ku

not yet dispose, collecting still. inner circle tell me now waiting some greenlight from few parties on some agreement. This one is main course ppl. just wait and see. Ppl, please be more fundamental solid, dun think like playing tikam-tikam. current oil price rise how many per days really doesn't help those oil producing country. Their national investment agency trying to sell their oversea assets just to fill in the deficit gap. So, any mega scale project don't really expect buyer from them. Even there's govt (95% rely oil export) MOF no money to pay on contractor. payment delay for 2 quarter, so what you can do on it? You no need to pay your bank? pay your bangla worker? They didn't say not paying you no more, but dragging you. Imagine your boss now not pay you in 2 months, you still want to continue to work with them? What is the feeling then? yo need pay your credit card bill, go pak toh no need money? So, i only saying that now to maintain the situation, cash flow is the book can reflect how good are the BOD doing then. Cash equal to oxygen. I am only think like a business man, keep on trading only benefit my remiser, which is very stupid monitoring the price all the time. Why you guys not going bukit, i think more faster, haha. Not challenging anyone, but if i have more time, i think i can come out more result rather than monitor the price movement.

just wait and see,that's all. I don't trust technical chart, i only want to know BOD direction. So far they successfully divert to aust market. From my last few trip to sydney and melb, local already complaint property spiking, sooner aust government will also doing cooling measurement. You ask me what is the fair price, i suggest you do some math go and find out what is the intrinsic value. This is the difference speculator vs investor. Just monitor coming qtr cash flow, no matter how well they cook the account, nothing can hide from it, Unless they power like 1MDB can totally no doing audit. Else, number will tell. my 1 cent

old time buddy ks55, i also receive some insider news not just about this. Btw ppl, if you doubt on me, i am a civil engineer 25 yrs ago and now i am IR, self study on accounting and of course, it works for me to x-ray who is good or bad apple. One indication, please rajin check on financial statement, so far healthy, but only thing dun like is mgnt too lame.

haha, funny thou. Go google how project fail this keyword. i am just sharing my concern cause i also a project manager steering on multi million project, parallel jaga few projects in hand. RM depreciation really hit our butt kaw kaw. So, no wrong that skeptical always the best way to keep ourselves awake. somemore i am mr.fundamental, so i be monitoring their financial statement. But one thing to confirm, this end the speculation of privatization call - they need money to fund the project.

if i kena award at this moment also scare, when doing project costing if the currency is in USD, and RM continue depreciate? It mean earning dilute even haven't start on project. So i want to see how's overall project payment milestone and deployment guideline baru happy or what lah people. It mean's during the construction time, operating income will getting smaller and smaller, risk on payment delay, then interest repayment etc. Nothing to excite on this news, so now must keep an eye on cash flow. But majority of you are talking on when to sell haha, speculator

best destination to jump next time

good management? how many ROE they achieve last year compare with other like SPSetia, Mahsing, Sunway? Same sector, apple to apple compare.

i owned sunway, mahsing, spsetia and UEMS, and i sold all my banking secotr share. Not throw now really die

myhsr.com.my alive

principle of investing in share: accumulate the shares. Now is it the best timing? i dunno eh, later kena ppl say SKL

dun dream sporean and foreigner will come back to Msia at this moment, rating agency all saying malaysia now is political instability!!!!! As long as this counter account not in red, i still hold it. as simple as that

yup, very irresponsible management, only focus on corp accounting but not shareholder benefit. This is agree. Just look at SPSetia, Mahsing and Sunway, and see who and what race at the BOD.

foreign investor still own about 20% in whole KLSE. Now local institution dun want to hold the falling knife, the worst is the individual also panic sell. Melbourne just won again the world best living city for consecutive 5 years, i just back from sydney recently and guess what, even local also say property is getting expensive from last fews years. Australia property still demanding. Right move for UEMS land targeting australia market

thing now is simple: if you like to leverage, not right timing yet. Analyst all predict KLSE will fall to 1400. So wait till that time and see what is the price. If you don't want to leverage, then sell it now. Get the bullet buy banking share better. Just check PBB totally not shaking. Do you think UEMS management can win datuk Teh? and public IB is one of the major shareholder on UEMS land. In front of the road there's still US interest rate rising, 1MDB that totally drag Msia image to negative, as well as Chine RMB depreciate. 3 major roadblock. That's why shift to SGX or HangSeng, even can play call and put on index somemore. KLSE? 1MDB solve then baru ada wayang