calvin, trust me, nothing can beat sawarwak and sabah these 2 BN bunker, at least now got hudud laws at opposition, it break the chemistry.

karambunai ah? this is goreng share leh. company account too creative, haha.

i will support u go for NAIM and CMSB, this 2 belong to mr.whitehair, you got no idea how power he in sawarak, and how damn rich. he can form negara sarawak if he want haha

good luck, but sawarwak election not that soon right?

mr transformer, first that is ur assumption, you must have supportive material to your statement how you count 20% GST?

what is malaysia 1908's GDP value then? Are we in reverse gear?

Vision is a dream, those politician give people a dream to think on. Marketing, talk no need modal. Ang moh company always doing that. You fail to achieve ppl will say delay a bit, but thing still will realize, with higher price and longer date.

you think malaysia can have those what spring revolutionary exercise? it will success when somebody die in the action. but is anyone die yet in the marching? no right? so change government also your "vision"

dun use "childish" this word, very vulgar. how you judge ppl with ur trasnformer mindset then?

i not peacemaker, but we are here talking on UEMS, other thing no need turun padang

Bro Calvin what east malaysia election share, NAIM?

Today meet a spore guy saying china man developer is really siao, developing cost super low. They going to built the "taufu" project again at Danga Bay. When chinaman come in mean other developer really no meat eat liao. Lucky UEMS now change direction doing shophouse and industrial purpose building.

Master Calvin, any news on HSR these days?

Then u need to see proton, petronas, MAS big boss belakang is who loh. and how this big boss anti our lovely ah jib these days. Khazanah is soveregin fund, they are protecting those company symbolize "MALAYSIA". If want to campur economic issue into it, i think u better start from basic economic knowledge. politic always external factor, an known-unknown issue. what you can do about it then? 1MDB also no problem ah. Don't forget MAS is losing money for how many years only until this level. Better think of UEM this kind of big group privatize dun want to share u all lah, waste gas

johnny, govt cold down property sector is yesterday news. You should know how property+construction with own landbank earning more vs those developer buying the land with higher price, which is cost. Example: mahshing, u go and see how much they spend on buying land. Just look at UEMS, how much land bank do they own. This is what i really say how much net profit you can realize from all the cost and expenses. definitely UEMS have the edge on this, they can built the apartment, house with lower cost. For me to see, actually they can issue right to let shareholder to subscript, or issue more outstanding share, but this time mother company wallap the share. This mean, when potong cake, they want bigger slice. Of coz not fair to other big shareholder lah..

when talk about dilute on earning and EPS, that only affect the PE ratio. i think if they earn how many million or billion, if the dividend yield like KNS, or no bonus or right for you to subscribe also shit. So what is the big deal?

wah lao, privatize also dunno? mean BOD feel that they dun want to share the earning with shareholder liao, then give u a price buy back all outstanding share loh. But it seems that the amount is huge lah, not that possible happen at this days. Tell u guys so UEMS having a very solid fundamental one, just see their cash flow and debt gearing, plus their triumph card is landbank. Those agencies only see current result. You guys must hink of calvin words, its intrinsic value and the price haven't spike yet. Currently the share price seems like manipulate one, let somebody "park-in" at low price. my 2 cent lah, on your own risk, i not any immortal or what haha

i worry them privatize. Like astro last time.

i remember last time kenanka say lion industries how good so good, at the end, become PN17 company. Trust your heart and instinct, just referring and not trusting. Think like a businessman, not a gambler loh

well, all the agencies talking in very technical way, based on accounting method. But please think in businessman way, why the mother company keep on pump in money into it? portfolio ratio! Chinese got an idiom says 肥水不流外人田, ang moh translate is keep the money in pocket? haha. Now company with more liquidity, lower debt gearing. In business world, who got cash then is king already, common theory.

hai, i not concern who had how many percentage on the portfolio. how mother company have 69%, more worry on privatize. ui beso, go and read UEMS annual report, and try to see what EPF holding now, UEMS for them just kacang putih, cause they are busy saving SKPetro those kind of counter.

Will this counter be privatized?

KS55, u fat is deserve one mah.

wow beso, seems like u are opposition party. can you make ur statement based on your propose TP? Or else pls siam

This what we call PROFESSIONAL explanation, you're rock calvin

someone spend almost 770 million pump in money at 1.47. hmm, guys, what you think of?

NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)

Boh lui, fund raising

kick lai liao. it's rolling

the volume is accumulating these days, can see some transaction is over 1000 lots one, maybe they want to skip the GST wahahaha

EPF hold less than 5%, all money go and safe their politic counter.

hmm, seems like got many ppl collect quite-quite , buy rate over 50% these days, good also, low profile

vincent T very cunning de leh, last time world cup lottery case you forget already? good luck to u

see the buy rate first, and buy in slot. Dare then u hold lah, there is no so call perfect timing, only right theme and price only. U better go draw those line here and there technical analysis guy, ha

mr calvin, any thing to share that stimulus one?

dear uems shareholder, i did analyse the volume these days, i can tell a lot of big fish entering the pool. the best way to tell is this counter salt fish or grouper, check the volume first. seems like someone parking at the range of 1.29-1.35. I hope i was right.

surprise, this counter really got 9 lifes!! what a meow

still got ppl believe on chart? hahahahahaha

when fundamental can't apply, what to you think then?

Bro ihunter, do you ever heard of "creative accounting"? Asset column can cheat people one, they can say rubbish part of their asset, toxic asset, outsider how to know? But, there's one thing they can't cheat for long, which is cash flow. This company fundamental very fragile, due to high gearing. They can sustain is because they spend big, they earn bigger. If they facing instability on income, total collapse. If oil market not crash and petrobas not in scandal, the road is smooth, do like what they plan. But now the game has change, the music had stop, but they still force to dance, with no choice

eh, small fish eh, RM312000 only. He only help his family to buy at low only. But anyway, this tell us something, at least this criminal smart-ass also aiming UEMS, haha

well, if your revenue 55% from petrobas, if brazil government really freeze its account, and what if they also find out skpetro also involving sending lobbyist to get those deal? think about it. Just like shut your water pump, what impact to your cash flow? When petrobas having issue, skeptro mgnt jump out and declare nothing affect. Well, u can imagine yourself as contractor, then main con having financial issue, you worry or not for collection? Don't forget another time bomb for skpetro almost they built everything with debt. Go and read their gearing rate, how they restructure on debt, and why they lose syariah status? This is call rational analysis, think like a businessman, not gambler loh

http://www.theedgemarkets.com/en/node/190398

doom days, biggest client in lawsuit problem

management poor plus price was manipulated.

calvin, what is the intrinsic value of UEMS? You calculate based on what RNAV?

This morning US FED hints june will finish the 6 years run zero interest, i guess now all foreign fund will ready throwing stock at any emerging country, this for sure.

June, HSR bidding, so ngam timing.

Then if it is rolling, why not seeing people accumulate on this counter?

Short term prospect, nah.

Long term, i will use my earning money from cisco system and activision blizzard to leverage again on this ah pek counter.

All of this is a super chim water conspiracy game, the whole johor actually behind the biggest banker is sultan johor and ummo gang. Look like now japanese consortium very likely can win, but china CRCC is the lowest offering in number. Dog fight, local company only act as focal point for PR show, eat bone only.

i really want to guess who is the local company in this case. Hit then like kena toto.

And u know to built a kampung place to become a metro you need a THEME !! i really don't know what so attractive on this land, for me just spore backyard let Msian staying there and next day morning 0430am wake up and queue at woodland !

If iskandar want to thrive and powerful, government policy must amend to attract foreign buyer to stay or invest here. So if government tekan again, like RPTG and million quota, just see how long it can tahan, seriously.

And how many year to expect iskandar to fly? For me at most, grade B. First challenge, surpass penang first. (I always say penang got hidden meaning, jsut go and see who is the state government and why it is so different with other state?)

Fyi, go and check singapore last quarter export shrink how many percent?

I also holding UEMS share, but sometime we need to realistic, politic always the highest level at every game. Better sort out who will involve in HSR bidding.

The latest news is if YTL losing this bid, they will start move their business away from msia, jsut like robert kouk doing, dissapointed with govt

anyone read the star today? what johor sultan say? very crucial you know his word about johor future development

today news japanese also propose can finance the whole project, also with technical provide, bao kah liao. Who are the parking with local partner? any guess?

http://www.thestar.com.my/Business/Business-News/2015/03/17/Two-China-rail-companies-eye-KLSpore-HSR/?style=biz

the party almost start, so PRO Dr.M (Mr.yeo and deputy PM) vs ah jib colony.

calvin, can do some background check on UEMS BOD?

http://www.kinibiz.com/story/tigertalk/137549/rm40-bil-high-speed-rail-is-uneconomic.html

ah, suddenly you all sokong this counter. For me i dunno iskandar will be what shenzhen or not, shorterm goal can over take penang baru say so. I only dun like management not truely unleash the potential, like sunway or spspetia doing in property sector. Furthermore, UEMS so many triumph card than others, talk until here very obvious right why to price still koyak. 2 possibility only. Good guess everyone and have a good weekend.

Flying off soon to Narita for Hanami (cherry bloosom)

Attn: there's 2015 UEMS KPI briefing today, chair by CEO Mr.Anwar. Let see this year what's their pattern. Last year, UEMS miss all of the KPI. Too easy to promise, too hard to achieve. nay

Medini, major player is sunway. about 1800 acre land to play with.

63& growth rate per annual,from 2012 to 2014 is triple the price. For sporean to say is CHEAP !!!! What is the regulation for foreigner to own malaysia land?

But if i am sporean boss, i will move my business to indonesia rather than msia. There's no edge on Msia nowadays, no cheap labor, expensive CAPEX to setup, bolehland regulation, lack of transparency etc etc. That why the whole palm oil industry move to indonesia, lesson learned. It is just a strait to split this two land abroad.

calvin,

I like ur info on this counter. and i always like to think the business logic and analyze rationally with not just asking for target price.

I should know what i am buying, and not what price i buying/selling. Cause this is like long life marriage, not hit and dumb.

I got a practice everytime when i got spare money just hoot maybank. I bought them 2008 crisis at RM4.50, till today continue rolling, DY already make people happy. Simple, my philosophy is if Maybank not good, whole malaysia is gone. I know what i buying, if i sell with pre-set TP, i chop the golden goose myself only long long time ago.

Then i switch my eyes to property sector. i bought huayang, sunway, spsetia, UEMS. I realize one thing after buying these 4 counters, majority company under govt umbrella is KNS (ex: FGV, MAS,MRCB, UEMS) Simple action like management not buyback already can tell you they dun care to protect their company at all.

For me, i will continue dig and i found out there's still a lot of uncertainty factor on this counter outlook, the HSR and the whole Iskandar.

what we can think here, those think-tank already think since day one. we are just following their path only. Now we need to predict where they stop only.

Kelvin,

let's do some brainstorming. about HSR, this make me think of the UK-France tunnel. French had the benefit where the property price level with UK. So what is the advantage for the HSR against iskandar? It's too near while there's other public transport method to reach spore. I guess seremban, melaka those town would get the benefit on this HSR built. Iskandar land price too expensive, plus now RPTG and minimum 1 Million quota, if i were sporean i rather buy HDB, no advantage at all.

First iskandar major theme is "second home" for sporean, then now the traffic so jam at woodland, i rather buy property at Spore.

Another concern is the B-O-T on this railway. YTL this company is sih beh smart, they not aim the iskandar but they aim the land along the railway, which this mention above. But thing is 30-40 billion USD, capital too huge, how much they going to sell on the ticket? Taipei - kaoshiung per trip about RM200 per pax, i dun see ppl willing to pay that expensive cost on transport. So this is the risk on the HSR.

Plus, UEMS under Khazanah umbrella, good or bad they still got abang to take care, that's the reason a company earning every quarter but the share price is KNS. Seriously, the management really shit.

But i already dip in. i just raise my concern only. any more comment?

hmm, this counter for long run, plus, there's a lot of uncertainty in it. at your own risk, for me i would just hold it 10 years, i start to buy this counter since they are still call themselves UEMLand, accumulate only. But sometime see the price really lao kui..do your own math, comparing the PE with other like sunway, spsetia, that is your TP, ideally. Reality? on your own risk

calvin,

For me, the crucial thing is land that surround the railway and station. For this counter, the first impact will attract a lot of speculator to buy, then after cold down, they see the party is over and sell out. Price is volatile then, but what really need to praise on UEMS management already make a move like corporate with other company (KLK) for other business activity, and not have a clash like Danga bay the warzone. There's a lot of this kind of "ghost town" in China nowaday. As long as UEMS play smart, i believe in long run they still can stand very firm. For Shenzhen, it also take about 20-30 yrs to fly main reason is the port and public infrastructure, property boom only come after. If this also apply to iskandar, then UEMS definitely have better prospect than other property company (ex: trop) haha.

Your analyse these days make me think out of the box, thanks bro.

YTL-Siemens, one of the favorite candidate on HSR B-O-T claim they can finance the whole process, price is land swapping. If government mandatory compensate the landlord with low price, this might happen. This case was like taiwan HSR case, vision can talk until above sky and moon, then land buying also cause a lot of issue. But in fact until today, they are losing money. The only HSR operator in this world earning money is japanese shikansen. Spore Govt really doubtful on msia capability to carry out this project. They dun mind to lose in this game cause for them only few KM railway to their land. So make it short, HSR give me something like Perwaja steel those trap feeling. But i hope UEMS can just simply be the land facilitator, finish it thats all