there's a unoffical news saying HSR may delay again, due to feasibility study on the cross-border effect. make it short is spore govt very doubt on msia to lead the whole project, due to politic in msia, example 1MDB, USD-RM exchange deficit, msia fund raising capability due to high rising debt, and non transparency in operation. Actually since oct 2013 announcement on this news, it is still inline with project schedule, but who going to know what will happen in the next 5 years, which is the deployment time. USD-RM deficit will continue pressure on the CAPEX, haven't start already lose in starting line

the keypoint is, where-ever the station built, it will benefit surrounding area. But fully realize the commercial potential may take couple of years then. I going to fly over spore this june for communic-asia and i should spend sometime to visit JB, just want to see how power is Danga Bay and nusajaya area.

kick coming, it is rolling

these days i keep on study on iskandar topic. Got one one senior analyst make the summary on iskandar case: Spore ready for HSR and MRT, but Msia side was the one who haven't ready on the station location. Reason? 利益集团猪肉还没分好. In this case the main actor one is sultan, another is UMOO gang. And the only thing to 冲喜 on iskandar is the HSR, then is attract more manufacturer to built plant. Danga bay those orang atas condo, current situation market hard to digest. So hope UEMS build those affordable housing, be smart dun clash with the chinese developer. As long as the highway is there, as long as the car can reach, no people care you are from danga bay or nusajaya. Game on, HSR is critical case. It announce, it fly.

https://iskandardevelopment.wordpress.com/

look like iskandar is rolling, but definitely need some time to fly. At least we see the ray of light

calvin, how strategic is nusajaya this landbank? would it be any possibility HSR station and route pass thru this?

calvin why you so familiar with Iskandar? working at spore? what make me still believe in UEMS is they manage the debt in good way. continue leveraging then

i get used with the drop already, looking for lower price leverage again. If you see the transaction is very fishy, 100 unit, 200 unit selling, like pre-set automate way selling, normally can see this when anhy party trying to manipulate the price. Who so senang sell 100unit everytime, think of it

give u a like calvin, look like u really familiar with iskandar.

Who else will benefit on the HSR? IJMland also have few strategic landbank at iskandar area. And YTL can consider the company who draft the whole proposal, they even say can finance themselve the whole project, but condition is land swapping. Try analyze this situation using game theory, in what situation will benefit UEMS

Simple logic, company being investigate, then account frozen. SKP can't get pay loh, then this will impact coming quarter cash flow, P&L. Go find out how many percent of SKP resources invest on Petrobas, i know is a lot. Anyway, this is Brazil version 1MDB story

anyone knew SKP brazil counterpart Petrobas in deep shit problem?

http://blogs.wsj.com/briefly/2015/03/06/5-things-to-know-about-brazils-petrobras-scandal/

承你贵言 calvin

Dun put too much hope on Iskandar first. Many challenge ahead. First the canal at thailand if in operation, Singapore port will lost it dominant position. This will be a big hit to Spore economy. If spore turn weak, indirectly will hit Johor as well. As Spore property now into downturn, this is a signal Iskandar might lose some buyer from spore? I think for Iskandar truly take off, plublic infrastructure must be fully ready, example HSR must be in place and should attract more foreign investor setup their plant or business(i dun think it is new york of malaysia, it can win Penang already happy)

One thing to share, for those institution buy or sell, they are using screening tool to trigger the buy or sell call. No need to surprise they buy at what rate. But if we see a scene of everyday buy in for consecutive weeks or months, either they are adjusting their portfolio on this account, or something big is rolling. One typical example: you may check back last 2 years Sunway technical analysis.

The biggest challenge for coming year still the big 3: BNM interest raise, regulation on property tax rgrd sell/purchase, consumer sentiment post GST era. Good thing is this company got a lot of landbank (this is how they win over construction company), debt ratio still in control. But one thing is this company dun have much elaborate on their future plan, give us a feeling they are lurking and see what to do next. All what we know is yesterday news. Overall, recovery in process, and really need quite a time to fully recovery back to glory days. Fundamental and prospect may be lose to SPSetia, Sunway, but for potential and scale, they are the top. My 2 cent. I leverage a lot at 1.34

hahaha!!!

"vc1922 buy tp rm3.

25/02/2015 15:00

count me also

hmm, just dun so optimistic in first place. First thing first, there's only one HSR company earning money in this world, which is japan. This is a very high cost project. Second, when this project start to roll, land will be the big issue. YT* given the condition is asking free land-swap, if this not jadi, meaning YT* will very highly remove their business from Msia. You guys want to know why just see what francis yeoh speech previously until Dr.M come out and shoot him. Is like deal or break. The report didnt mention actually there's another 2 properties company having a very potential landbank on the route. So, i bought all of them, kena one also happy

Rumors on HSR getting hotter now, if UEMS got the landbank it have on the route, then happy. But YT* say they can finance the whole project, only condition is landswap to them. So thing now getting very very fishy, to all sifu, if can help check where is the actual route of the HSR is, and the landbank UEMS have, then we can guess is UEMS still in the game or not. I will do my part then

To all sifu, anyone knows is UEMS having any landbank on the HSR route? Thing getting fishy now

everyday drop few cents, outside mostly shares were rebound about 15-25% after the oil shock crisis. And UEMS, 4 cent from year lowest. Any comment folks? how long we can trust this counter again? i really dunno should i leverage or what, cause i afraid it will continue fall...then i am the one who jump, not UEMS

u still believe the number? what important is the cash flow realize profit,those sales number can be manipulated. I found out that lately is the foreign fund throwing, we will know the shareholder adjustment from the new 2014 AR soon. I very disappointed with the management, not even buy back one lot, not even sell land to boost liquidity, this mean they also give up on their company, still UEM groups is the largest shareholder, mother company just use its few highway toll colelction already win all, they not even care this merger company at all.

top 30 shareholder listing, UEM group 66%, EPF about 4-5%, the rest mostly is foreign fund, about 15% is open selling. Just check the foreign fund, mostly from kuwait or middle eat country. This company debt structure consider healthy, fundamental consider ok ok, but just not understand why management let it free fall, not even want to buy bay the portion. it give me the feeling like MAS, khazanah at the back , any shit happen still got ppl wipe the ass. Privatize lagi best, no need to share with you all..i hope i not right

financial result release at mid feb, but nonetheless, immune. khazanah company die die like MAS only, privatized at 26cent, take it or leave it

this is UEMS true color, nothing to surprise.

i not confident on UEMS, i just want to leverage, either i earn from other counter and cut lose on this, this counter basically for me no eye see one, i just dun like the red color showing at my portfolio, thats all

I also wait timing to leverage, at least i not afraid of Msia property sector. You all here not my argument, so whatever crap or poo i put here just view and forget, CNY coming soon, at least let me have a crystal vision no more wrongly put money when leverage, 套房一点都不好住.

就怕连棺材本也押进去,出不来. 最后沿街卖葬, 难看

i will swap to IOI properties soon, do some homework dude, nothing spoon feeding. Read where's people landbank and you will know what i saying. So my collection will have Mahsing, SPSetia and Sunway, drop this cacat counter and IOI will join the quadrant squad

true, not win then lose. go bukit faster i guest. Invest and speculate, just a line to differentiate it. But these days i learn one thing, anything counter pro Govt-UMNO, definitely go hollan gaw gaw lat one. They are just using these counter as ATM machine only. Before talk about bullet train, why dun u guys try google and understand what is msia current situation of debt/GDP ratio? Another example, look at UAE and Qatar, when crisis strike what happen to the infrastructure? Bullet train? 2030 probably realize, that time may be spore really dun ahve any single piece of land left then only think of msia, as extention

GLC companies = 1MDB, classic gone case. Ekuinas? FGV? All you can name. Khazanah? ATM for Govt, sigh..

http://www.cnbc.com/id/102319556

read on this CNBC article first, bullet train? tang ku ku lah...

dunno can tahan how long the run, let u see ray of light, then trap you gaw gaw lat one. waste gas on this counter, gonna sell this and buy IOI property soon

who still believe on those SKL TP? One simple queestion, can you recall 20 years ago the old house you bought, what is the price now? As long as prime area, I not afraid of property sector at all. But i do agree on rlch, i afraid UEMS become next FGV, ATM tool for EPF to withdraw money only. Good luck to all

That's the only thing its advantage - landbank. Management start to diversify its business outside country, i like them because they focus in property sector, i don't like them the management really do nothing to protect the company like buy back

CDS swap on what first? What are they buying in first place. Come on, common sense, RM weaken is about short term bond and open market all buying USD, not just only RM dying. Please lah adui, we are talking on this counter why behave like shit, unless getting any internal news lah, what fundamental also cannot apply on this counter, i only know in property, my other counter like SPSetia and Sunway totally not shaking at all, then u explain lah what naallalyak expert, i want to hear your what CDS thing, funny

Can u speak human langguage? hahaha. I only CFA level 1, i cannot understand a word from you neither

what big co go defaulted?

8 cent, then 7 cent, it is like never ending throwing

wahaha, for doubter, give me your email here, i fwd to you. If u can provide me EPF or khazanah CXO, give me email i also bang them

investor panic mode throw i can tell, but i really du-lan management show nothing at all, nothing.

p.s: update, i re-send the email to the BOD each member, if they try to ignore again, i lose faith already.

The only thing this company advantage is, they got landbank, their construction cost lower than. I buy them because among Msia property companies, their potential and attract me. But i now find out their like simply not doing thing rescue the company share price, and iskandar is like give up. Just check the BOD of SPSetia, Mahsing, IOI property, Sunway, you know what i say

i think today drop related to this
http://www.thestar.com.my/Business/Business-News/2015/01/06/Property-sales-seen-declining-post-GST/?style=biz

p.s: update, CEO not yet reply me,my question is very simple, i am asking him why management no action buy back to treasury?

May be he very very many busy loh

how? lower than NAB value 1.33, today no EPF sell off, seem like those syndicate throw only. worse than oil and gas counter

UEMS sunrise CEO email address: anwar.ajib@uemsunrise.uemnet.com

just drop him an email, asking why the price so koyak? maybe my email goto junk mail for him.

toleration have a limit

reaching 52 weeks low, never see management buy back, or probably they also selling?

everyday drop, but blood pressure everyday up.

useless counter

not until russia issue solve. and be UEMS CEO read our thread here and do some action? ha, i need to email him later

is it hoax? i try to believe u bro kah chin, may be you can forward the email to iamnetworkengineer@outlook.com