Posted by Tan Bee Ben > 2011-09-20 18:13 | Report Abuse

LBS drop to 0.74 today... any block for the rise?

Posted by valueinvestor > 2012-02-07 11:06 | Report Abuse

For medium and long term investors, this counter is worth to be considered given its good fundamentals. It should be able to climb to RM 1.50 from RM0.79 now within a year. It will be another Hua Yang or Glomac in the making.

Posted by luckyman > 2012-02-07 19:03 | Report Abuse

If Apex's projected profit of RM83mil and RM120mil for 2012 & 2013 respectively turn out to be correct, this counter will be still under-appreciated and undervalued at RM2.03. :-) Time will tell

Posted by tasoke > 2012-02-08 00:55 | Report Abuse

hi value inv. y LBS will be another Hua Yang? any bad news to LBS. But r u knew Landbank of Hua Yang how many n value? n r u know Hua Yang pricing now is after exbouns arly.

Posted by Euscilyn > 2012-02-08 09:00 | Report Abuse

Hua Yang is a good counter can be up to $2.00. you may consider it. Hua Yang going to invest oversea development. check it out! Good earning profit in 2011 and will going on till 2013 base on forecast.

Posted by luckyman > 2012-02-09 15:17 | Report Abuse

Hua Yang is no doubt a good counter especially for people who have started to buy earlier like. Afew months or a year ago. (I went in early too. :-))

To aim for 100% return from now, LBS is now a better choice as it has locked in more sales and has more projects in the pipeline to support and sustain its share price appreciation in the next one year if Apex's analysis and projection is correct. Time will tell.

Posted by valueinvestor > 2012-02-12 21:28 | Report Abuse

As per Bursa website, LBS' director has been accumulating his company's shares. The company may have very good 4th quarter's result to be announced soon. :-)

Posted by soapdepartment > 2012-02-13 13:12 | Report Abuse

agree, can monitor closely on this stock before too late

Posted by soapdepartment > 2012-02-13 13:25 | Report Abuse

when will LBS announce its financial report? thanks.

Posted by luckyman > 2012-02-13 14:08 | Report Abuse

By end of this month. It is likely to be earlier. More importamtly, how often do we get to invest in a company with a RM 9 billion GDV growth story? Just imgagine, if it can generate another RM 1 bil sales in the next 15 months on top of its existing RM 650 mil sales already locked in last year, how much profit will it be able to generate?
Hence, it is a golden opportunity to be able to ride on this exciting growth story.

Posted by gary loh > 2012-02-13 17:12 | Report Abuse

Agree. this is just like another Huayang :)

Posted by luckyman > 2012-02-16 10:27 | Report Abuse

As per Bursa website, its MD is still accumulating the shares in this company. So, the share price shall at least hold at the current level, if not moving up soon in the near term. :-)

Posted by soapdepartment > 2012-02-16 11:39 | Report Abuse

ya, good prospect.

Posted by valueinvestor > 2012-03-26 18:15 | Report Abuse

JF Apex was correct and right on the dot for its projection of LBS' 2011 net profit. Hence, it will exciting to see if its 2012 projection for LBS's profit turns out to be true, ie double of that achieved in 2011.

Posted by aunloke > 2012-03-26 19:41 | Report Abuse

Hua yang and LBS both are good performing counters. To make the choice I will focus on Hua yang first, the Q4 result will be out in May; EPS will be about 34cts for the whole year. To be able to level with Hua yang LBS must turn in at least 20 cts EPS for the next year which means the rev. must be about 700M ( shouldn't be a problem if the forecast of 800M+ by its CEO can be achieved) ,the next 3Q can give us the indication, so I prefer to wait and see meanwhile get the best out of Hua yang first.

Posted by euscilyn > 2012-03-27 10:59 | Report Abuse

aunloke agree with you.

Posted by luckyman > 2012-03-30 15:52 | Report Abuse

Coming soon? Volume rising too.

Posted by valueinvestor > 2012-04-02 20:51 | Report Abuse

http://www.theborneopost.com/2012/03/21/lbs-bina-back-on-track-making-its-mark-on-property-scene/

85 sen today. Waiting for its first quarter result to validate JF Apex's profit projection ie RM83 mil profit for 2012.

Posted by aunloke > 2012-04-02 21:06 | Report Abuse

Don't forget Hua Yang, Q4 just ended,net profit will be higher than the consensus 42M and the dividend may be more than last year 7.5 cts. ( CEO said that )

Posted by valueinvestor > 2012-04-03 19:34 | Report Abuse

http://leo.lbs.com.my/docs/quater-report/osk-analyst-report---strategic-repositioning-for-lbs.pdf

Posted by aunloke > 2012-04-03 22:37 | Report Abuse

Thanks for the info, will watch LBS closely.

Posted by messiBarca > 2012-04-08 21:04 | Report Abuse

will boost the price?

Posted by valueinvestor > 2012-04-09 06:12 | Report Abuse

RM 400 mil gain for LBS soon?

As per the latest The Edge Weekly Magazine, LBS is believed to be selling its JV land in Zhuhai to refocus on the local property market. Premised on the estimated value of the land as stated in the earlier OSK research report, the land may be worth RM600 mil for LBS's latest 50% stake in the Zhuhai joint venture land. In other words, LBS stands to reap a one-off extraordinary gain as high as RM400 mil because the current book value of the JV land is carried at RM195 mil.

Based on its current share price of RM0.855, the market capitalization is RM330 mil only and the company may book in such a substantial extraordinary gain. So, it is interesting to see what is going to be unfolded in the near future for the company and its share price.

http://leo.lbs.com.my/docs/quater-report/osk-analyst-report---strategic-repositioning-for-lbs.pdf

Posted by luckyman > 2012-04-10 09:33 | Report Abuse

Potential RM 400 mil gain? WOW !

This means > RM 1 gain per share as the paid up capital comprises of 386 mil shares of RM1 each.

Posted by looii3 > 2012-04-10 11:37 | Report Abuse

Hi Luclyman ..is that mean the LBS worth RM1 soon?

Posted by aunloke > 2012-04-10 14:08 | Report Abuse

No, this means this FY profit will be at least RM1.20 if it really makes this extraordinary gain of RM1.00. Funny, why the sellers don't consider this.

Posted by looii3 > 2012-04-10 14:28 | Report Abuse

thks for your info. I thk I will keep it for long term...

Posted by aunloke > 2012-04-10 14:37 | Report Abuse

I'll joint you later, I'll be happy to see that you all have 20 sen ahead of me.

Posted by valueinvestor > 2012-04-18 23:10 | Report Abuse

Read more: LBS Bina to reap RM650m from sale

http://www.btimes.com.my/Current_News/BTIMES/articles/20120418192840/Article/index_html

Posted by luckyman > 2012-04-19 08:58 | Report Abuse

Potential Gain > RM450 mil from the disposal! WOW.

Posted by aunloke > 2012-04-19 09:06 | Report Abuse

Can't help falling in love with LBS, joint you all at .89 to cheer..........cheer! LBS.

Posted by invest > 2012-04-19 09:20 | Report Abuse

pattern wise, likely to drop and consolidate around 0.83

Posted by aunloke > 2012-04-20 14:41 | Report Abuse

You are right Invest, but I can't help it , with the news that may give such a good extraordinary gain, I must take position and how do I know that the news gave the -ve effect. I could have saved some money buying at a lower price. Anyway what is done is done just hope that the due can really bring in some gain to the company.