tofuman

tofuman | Joined since 2013-12-02

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Stock

2015-05-27 09:44 | Report Abuse

yaloh ks55, sometime i dunno those hater thinking of what. they are looking on buy low sell high earning margin, i am thinking based on business view. From day one i already say UEMS management like kanasai, they have good card but not unleash its potential, they not care about the share price free fall and buy into treasury. For me to say, KIV, hit 80 cent wallap, if 60 cent wallap lagi. really sink then just think it drop money loh..sian

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2015-05-27 09:35 | Report Abuse

skeptical is good timss. i also feel boh lat, but i really ready to wallap at 80ent , if it is reach reach. probably till the time my grandson help me collect? haha. One word: anything related with UMNO, is shit. This is the lesson i learned

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2015-05-26 13:35 | Report Abuse

i hope u r right, RM4 against 1SGD hahaha. i am same interest like u ks55. property never die, that simple

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2015-05-26 11:54 | Report Abuse

GLC companies all listen to ah jib!!! all go hollan...

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2015-05-26 09:43 | Report Abuse

coma only, i also hin on it sometime

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2015-05-26 09:31 | Report Abuse

iskandar not really just attract sporean one. Once whole iskandar built up, they will be mix with local and foreign investor/expat, as long as there's business opportunity, politic stability that johor govt dun kacau2, HSR definitely built one, so with infra ready, got uni, got theme park, is like a new city concept. may be take some more years to fly, but definitely will rock one, scare what

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2015-05-25 19:55 | Report Abuse

for those hater, go sinagpore buy the edge weekly newspaper, SGD 5 per copy. then u know what is the real story of singaporean on property views. Last week title is "Be greedy when other feel fearful"

rakyatpost is what?

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2015-05-25 06:32 | Report Abuse

JR very power in operating HSR lah, those interrail in euro also lose to them. Very obvious now, last time muhidin go japan, now ah jib go japan, both of them all pasang japan JR to participate, i think beside technical part, biggest issue is financing, Abe govt now like salt fish, so got such big project can save his politic career also, ah jib say pinjam duit he of coz pinjam de

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2015-05-23 10:25 | Report Abuse

unless we are like 08 subprime easy lending and got a company name fannie mae, but even the financial crisis hit before and after, do we see any PRIME AREA (big city, ex KL, Penang, Klang valley, JB, KK, Kuching etc) property selling in cheaper against these days?

One word: you wish in your dream only they will cheap sell. The developer rather not build, till you guys cannot tahan keep on finding property then only built, supply-demand driven

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2015-05-22 11:24 | Report Abuse

So, trust on one of malaysia finest bank or not ? uncle tan sri teh hong piow dun play play

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2015-05-22 10:40 | Report Abuse

indication shown, when people fear, then i greedy

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2015-05-21 20:43 | Report Abuse

Hallo, earn money eh, what everyone afraid of? throw like no tommoriw, i gonna wallap hehehe

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2015-05-21 15:49 | Report Abuse

sabar sikit bro/kak, ultraman normally red light blink blink baru come power de. If this company financial statement cash flow in negative, then i no hesitate to throw, so far ok masih kan.

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2015-05-21 13:09 | Report Abuse

calvin, your sarawaak counter should be party2 mood, ah jib keep on kasih gift to sarawak oh, for pre-election.

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2015-05-21 10:38 | Report Abuse

give the director this message "有好牌都不会上"

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2015-05-15 11:57 | Report Abuse

tong guan nice, haha (guy paradise)

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2015-05-15 10:50 | Report Abuse

Khazanah is ah jib ATM machine lah, as long as 1MDB haven't solve, dun dream then. Go read at asiaone see how singaporean think on 1MDB case. But lately the new appoint COO is very poewrful. UEMS BOD all power2 one, but sad is can't refelct on the share price. So i always think the price is kena manipulate, let ppl park in at low price. this is not the first time UEMS doing this, remember when they merging with sunrise time, price also drop like shit, then rocket to the glorious 3 dollar something.

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2015-05-15 10:39 | Report Abuse

i never been JB before, see the crowd at woodland already potong stim. I dunno how JB will look like, but no matter how they look like, they are highly related with singapore. Luckily singpaore zheng-hu is the best in the world. So i had no worry on whatever think happen in JB, nusajaya. may be take time to fly, but JB always the back garden for singaporean hehe

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2015-05-15 09:38 | Report Abuse

and hng33, UEMS biggest advantage is they are land owner, they already win at starting line where the cost of land is low for them to built the houses/building !! contractor actually earning margin is very low, project based hardest thing is money collection from principle, then if raining, bangla worker not corporate those external unknown-unknown is the risk somemore. Property company is just sitting there having a roadshow launching their house, that's all. So challenge is if can't sell out 30% then they are really in risk. (this tell you how much their margin is, cough cough)

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2015-05-15 09:24 | Report Abuse

i hold mahsing, sunway, spsteia and UEMS. I always think UEMS is second best among my pick (Sunway is my top fit horse). So i can't see UEMS why can't reach their level, may be matter of time only. Who say property is dying? Now 90's also join the workforce, they want to get marry one day, they will need a house. So keyword is "affordable" house always in demand. High end one, unless we are like Singapore which is very limited on land. If you guys ever been HCMC, where got people can afford district 1,2,3 area? then people move to district 7,8,9. as long as got transportation can reach, settle. JB infra is ready, so who need to stay in danga bay? First wave is pass (which is Iskandar concept just announce), party end and now we are waiting on second wave, which is whole iskandar is fully built, then start to realize its business potential. This make me think of greater JB like japan Chiba's makuhari, new city, outskirt for tokyo. Ppl rather stay here cause everything is new, quality of life, take a JR train going down to tokyo just 30 minutes. keyword here is people staying for living, not for enjoy, affordable always the main concern

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2015-05-15 09:09 | Report Abuse

finally, we really see "sun"shine ? the storm is over, i hope so...fast fast wallap while it is still cheap

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2015-05-15 07:30 | Report Abuse

johny, there is no why. why you are not LKS song then? Why those ppl saying property in glut? how much PSF in johor bahru now? Prime area never die. You must know how contractor and property company relationship from inquiring a land, building then till selling. If early stage no money pump in, contractor company already stop their work liao lah. That's why u guys paying the installment even the house haven't finish. So do they have money or not, answer is yes. The only thing is the land they buy in is expensive, their capital is very high liao loh, that's why they dun wnat to sell cheap. every year we also hear ppl say property will slump, but pls, how much now selling in KL, Penang, KK, Kuching? Remember, prime area property never die, only will going up. Iskandar is a long term thinggy, let it finish built then only unveil its true value. Just like long long time ago built the airport at sepang, putrajaya and cyberjaya, last time that area is sawit land, then try and see now along the highway what had happen?

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2015-05-14 11:26 | Report Abuse

me too , i sokong ks55 and calvin. may be it's not tomorrow can realize on profit. But i like the thing of "intrinsic value"

This company never go into cash flow issue, i didn't see anything of its fundamental. Furthermore management quite smart in diversify their business modal to prevent dog fight at danga bay.

They even have more advantage than other property company like SP, MS, sunway. just the share price quite coma. Feel more like kena manipulate than showing its real value.

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2015-05-14 09:47 | Report Abuse

panic throw like oil counter last time when oil price drop, but sooner all rebound. UEMS not just depending on service apartment, they already swift their direction and diversify just not to have the dog fight with those chinese developers at danga bay. see the sell volume all volume small small, one article can make them scare like this?

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2015-05-14 07:48 | Report Abuse

look like no ppl know yesterday those hug volume roller coaster riding?

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2015-05-13 19:15 | Report Abuse

aiyo, please lah read news. Ah Jib now anywhere can raise money one, financial institute he will go and touch, he also planning to touch EPF. That's why suddenly propose 60 yrs only can withdraw? If no ppl whistle blower ah 1MDB quite quite sell those asset, then left those apple rosak bad debt and declare bankrupt. He miscalculate malaysia ringgit value depreciate (probably the loan in USD, oly interest only cannot cover) and income drop due to oil price. Or else 1MDB won't have cash flow issue. Everybody watching on 1MDB, then he cannot let this spoil his politic career. That's why, 1MDB story now really dramatic liao, and let see how Ah Jib handle. Khazanah, LTH, PNB become his ATM only...

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2015-05-13 17:46 | Report Abuse

Mohd, i guess is LTH !! Ah Jib ask him buy tun razak land case bongkar, then he urge LTH to sell shares loh, haha.

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2015-05-13 16:01 | Report Abuse

happy lah you ks55, i hoping another TP de, but can't that selfish lah, so i sokong buying at 1.26

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2015-05-13 15:48 | Report Abuse

415 buying streaks somemore, all big big one, so active, i think and i hope it is right, it's creating a parking space for somebody to park in?

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2015-05-13 13:09 | Report Abuse

would it be some insider know the coming qtr financial result? or somebody creating this trap to let other ppl in? u try and see there's some 1000 units transaction buy in. Yesterday also have. I hope my second say is right...

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2015-05-13 10:26 | Report Abuse

no eye see, leverage at 80 cent

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2015-05-12 11:10 | Report Abuse

this is apply to danga bay those developers', war zone. luckily UEMS not into it phew

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2015-05-11 07:16 | Report Abuse

hmm may be kelvin think out of the box we dunno only? haha, anyway, his good will hunting

knew a mechanical engineer who working there, no year end bonus in his entire 5 yrs working there.

Rascal? all rumor woh, how to trust leh? those story from kopi tiam all add a bit then twist the whole story probably?

most famous is this case loh

http://www.scmp.com/article/999167/investors-sue-back-rent

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2015-05-09 18:55 | Report Abuse

hmm, better dun touch kbunai this counter, not dare to see their financial statement. Plus trust me, that area sepanggar bay is light industrial area, got port, quarry. If really want to develop what tourism recreation thing ah, first they need to sapu all the illegal immigrant at that area, then kbunai boss is a rascal, every KK ppl know his story

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2015-05-09 11:41 | Report Abuse

calvin, why UEMS share price so coma one?

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2015-05-08 12:08 | Report Abuse

at the end of the day, it will benefit to the people, the city where the terminal built. But from business perspective to recover from the money invest, the operator must be very professional. i dun think KTM capable running on this, the only operator that earn money in this world is JR Shinkanshen. But who care, UEMS only facilitator providing gerbang nusajaya, sit and wait the land price to spike. Go and find out why property never die, just like petrol never finish, it's about game theory.

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2015-05-06 11:40 | Report Abuse

Spore PM say confirm built liao HSR, wait what

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2015-05-05 20:59 | Report Abuse

kelvin, why now jurong east?

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2015-05-05 14:14 | Report Abuse

So calvin, will gerbang nusajaya becoming a new satalite city? and merge with JB becoming greater JB?

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2015-05-04 19:21 | Report Abuse

msia and spore supreme leader will meet, HSR coming

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2015-04-30 04:25 | Report Abuse

beso better change name to emo

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2015-04-29 15:06 | Report Abuse

Sooner or later this year, govt need to unveil and declare the 11st 5 years Malaysia development plan, this is the last plan towards the vision 2020. So expecting all the previous mentioned ETP events to full blast. guess what sector will be the benefit most?

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2015-04-29 09:44 | Report Abuse

eh beso UEMS owe u money? haha, so anti one. 3 cents, take it as granted loh

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2015-04-27 09:15 | Report Abuse

property market in prime area never die one. Just chekc out how much spore HDB now selling, then you know. Spore property price start picking up again, even the big environment is still half die

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2015-04-23 11:08 | Report Abuse

the PBB also mark 2.60, so trust who? they talk only, no need model. important thing is you must know how people do business. Want gamble better go bukit more faster loh

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2015-04-23 10:07 | Report Abuse

MIA these days, went to japan recently and along the way talk with a JR engineer (japan rail) during the route from sapporo to tokyo.

what really shinkansen bring the value is connecting far far city beside driving. Japanese ETC (toll), parking and petrol is very expensive, plus the station normally is very near to downtown, not like airport 2 hours lead time and many security restriction, so this is the real value.

Shinkansen HSR price is expensive as well. So the real value for malaysia HSR is most probably benefit people at KL, nusajaya, Spore. Normally big station the property will spike. example in japan big station like sendai, fukushima etc, even this places is at the ring of fire (earthquake zone), but still a very big metro and interchange station for other connecting train to the prefecture.

There's no HSR operator in this world that can compare to JR, they are the only company making money so far and with the depth knowledge in this (they start during 1960, only using 10 plus years to recover from the lose of WW-2)

I personally guess if Japan govt and JR bidding for the malaysia HSR, in technical and operation factor, no people can beat JR, except external factor like politic and price.

So if nusajaya have a big station built there, then this also will benefit UEMS cause of land price will spike

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2015-04-09 15:29 | Report Abuse

As date of 24 feb 2014, Public mutual hold about 0.81%, 6th among the shareholder list.

So question, you trust public mutual performance? one of the malaysia oldest and superb perform fund.

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2015-04-09 09:50 | Report Abuse

calvin, any news on UEMS this year key KPI announcement? Now sporean ppl very gan jiong asking about HSR thing. They all sharing the pro and cons after having the HSR. But definitely Sporean need the HSR more than malaysia. They are now building T5 airport, which is T1+T2+T3+T4 size. This mean singapore highly needed outsider to get into their country, for whatever thing.

they show me the UEMS launching shophouse brochure that day, they say hardly imagine can sell that fast, they are now just guessing which company setup over there.

To know the real fact, really need to go down to that area and talk with the buyer only know how confidence they are buying at nusajaya industrial area.

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2015-04-09 09:32 | Report Abuse

yet again, this is just an action unveil UEMS next few years master plan. At least we know company have direction. It's hard to tell what is the impact of this 42 billion if fully realize. Cause project based event collection, cost control and revenue is playing important role. One healthy company is having low gearing, have good and potential asset, which UEMS having now. Yes i do admit UEMS management very kiam siap in dividend, and current share price now cannot reflect its real power. But still, this company is fit enough. To predict how far UEMS can go, you may compare its PE against other company like SPSetia, mahsing, sunway, then u can agak2 calculate your TP. This is just the accounting method, but to see the real fact of how this company roll, you need to see its recursive income. Now the management telling us they going to boost gerbang nusajaya. They are like playing chor-dii, haven't show their last card yet. more to come, getting excited with this company now