Posted by matrix6050 > 2014-02-20 00:46 | Report Abuse

Saturn, I have friend who work for E&O :)

Posted by Saturn > 2014-02-20 00:47 | Report Abuse

Ask ur fren share result before Tuesday next week......

Posted by Saturn > 2014-02-20 00:48 | Report Abuse

I want 996 hantam another round .....kekeke

Posted by Saturn > 2014-02-20 00:52 | Report Abuse

I tham sim.....but not like superfly tony, who is tham sim, kiam siap , and tham chiak.....
Only free is the best price for Superfly Tony.....hope the i3 geng Teh Tarik session don't have to Psy for him

Posted by tonylim > 2014-02-20 00:55 | Report Abuse

Syaitan puuu boh

Posted by Saturn > 2014-02-20 08:28 | Report Abuse

Hahahahaha......

Posted by Saturn > 2014-02-20 13:11 | Report Abuse

Superfly....Ming tien who Chou ni.....

Posted by Saturn > 2014-02-20 13:20 | Report Abuse

Eric Chan....Package ready!...commitment. Shown!! ........is exchange ready??? Azmi is waiting, I am waiting, Terry is waiting, James is waiting, Daim is waiting.......and.........Nazir is waiting.......kekekekeke

Posted by Saturn > 2014-02-20 13:43 | Report Abuse

During tough times, the best is to consolidate.......ask hong Leong, ask RHB, ask M£A company....

Reason is they need a lean work force.....one person do 2 to 3 jobs....and efficiency is another. MAS obviously cannot do that and now their solution is to work on baggage and insurance to be costed in with better factors.......are they NUTS?? Baggage was their selling point in 2012 on ie free baggage up to 30kg for certain flights.....they thought was good strategy and now they got better seat take up volume, revenue still cannot cover losses and in fact added on losses........and their solution is to cut the baggage freebies.....(my fren super fly tony will b upset) and play on insurance.....another ill inform and poor management......check the insurance they charge today.....AA got??
I recommend AA to take over asset and MAS to call it a day......

So M&A standpoint, would have one of the action is moving MAS out fr the main airport terminal to budget. Then play on essentials......like AA do......no money no drinks.....no money no blanket,.....no money no.....Note AA airfare is most of the time more dearly than MAS. Don't believe

So for property developer is the same.....don't create competition,.....instead create synergy.....hedge when available.....we obviously cannot hedge everything esp oil as price is moving and changing rapidly....if one can then they should play the market instead of hedging for an airlines ..NO? yes?

This brings me to my next point....hedging must bring value.....hehehehe after a merge, likely duplicate role will be chop......extra head count must determine whether slots in shortcoming areas can be filled......then VSS for those eligible.......immediate dip for payouts but will quickly recover esp those with high package deal in their employment....

For those playing JV with their footsie, it's only as good as leveraging. You leverage on ur partner for areas they r strong so that mutually benefit without capital outlay. There will come a point of break even when everyone does the same......so answer is to take over the company......as of this point to merge makes more sense as demand due to inflation cannot determine a real fix price...yes . No?

Posted by pathew > 2014-02-20 15:20 | Report Abuse

Saturn, M&A in Property division?? Is this a hint on E&O and SIME?

Posted by Saturn > 2014-02-20 16:21 | Report Abuse

I am merely talking to myself again.........becoz I like IOIPG......smart to consolidate asset unless you have so many many projects like tropicana at one location then different story. They don't need to move asset far or lease for that matter....more efficient .....

Posted by Saturn > 2014-02-20 19:26 | Report Abuse

Kekekekeke

Posted by Saturn > 2014-02-20 19:59 | Report Abuse

Too much at stake here........everybody will be happy once confirm......I mean EVERYBODY!

Posted by Saturn > 2014-02-20 20:00 | Report Abuse

Drop, Buy.....Drop, buy......be there brow. Cow.....

Posted by tjhldg > 2014-02-21 01:02 | Report Abuse

cheers

Posted by matrix6050 > 2014-02-21 01:05 | Report Abuse

There will be no turning back and STP2 will definitely approve, with the big piece of reclaim land, it is going to keep E&O very busy for the new few years. I personally love Straights Quay area very much and wish to have a property there :)

Posted by tjhldg > 2014-02-21 01:33 | Report Abuse

: )

Posted by Saturn > 2014-02-21 11:20 | Report Abuse

Bought somemore.........

Posted by Saturn > 2014-02-21 11:51 | Report Abuse

Yay....

Posted by tjhldg > 2014-02-21 16:03 | Report Abuse

kikikikii ....

Posted by swong76 > 2014-02-21 16:03 | Report Abuse

tj, cheers.. coming liao...hehe

Posted by jenabchen123 > 2014-02-21 16:04 | Report Abuse

Hihihihi :)

Posted by tjhldg > 2014-02-21 23:30 | Report Abuse

kikikiiii ... cheers swong 76 and saturn and all

Posted by Saturn > 2014-02-22 16:47 | Report Abuse

I believe they will stand their ground together with DOE on the forum for display final ex date yesterday. The next few announcement will be crucial.....the catalyst for this is immense. If the double catalyst takes place , u can imagine ......pls note I DO NOT ONLY look at quarter financial report as a real catalyst and as the followers know, their last two quarter also were not up to expectation. The more experience player will look at overall.to determine how close to the expected result
...example no changes in the key management line up and their unbilled. Note financial year here is Mar.....

We have to accept that property market will be affected when they remove speculators thru policies. Choose those with real catalyst and not just any property. Penang, KL and Iskandar will be a good start.....unlocking of value cannot reverse.....unless one sees wrongly. With PSB opening and Ikea confirming, the value already unlock. The rest of the follower like hypermart will only add supporting value.

Was just at paradigm property fair....free pls go there and have a feel....property price WILL STILL increase......slower rate but will NOT go down.....check out Eclipse by OSK in Cyberjaya trending 700+ to 800 psf, the HUb, Arte,......be ready we r playing global now......just look at the partners that e&o has maple! mitsui fudosan! middle eastern Abu Dhabi,.......and now Tropicana is also following in SEA countries setting up office to sell local property. As I have shared, on the double whammy for Singapore and. Hong. Kong, they will flood malaysia property sales.... Banks don't make money from auto loans, they make fr asset loans........

Posted by Saturn > 2014-02-22 17:40 | Report Abuse

Ok for the BTC status like my fren Tonylimpek......good time to swing ur duck feet and say hi.....

Posted by Zenwan > 2014-02-22 23:12 | Report Abuse

Caught a lot of balance You are trying to do Saturn. Sharing positive and negative of the stocks you support and having bought. Hope you can share the catalyst . I sort of know this stock is suppose to declare last year on reclaim but shallow.. I can almost feel you know something is about to happen. Thank you. Hope help me.

Posted by Saturn101 > 2014-02-23 17:36 | Report Abuse

Zenwan, in short for you, you need to know that all the factor are ripe and ready.....the value unlock will bring another exchange......but for you pls focus on the value unlocking as that is tangible with the Stp 2 approval.......

Posted by tjhldg > 2014-02-23 23:18 | Report Abuse

soon brother soon

Posted by zenwan > 2014-02-24 16:27 | Report Abuse

Bought 20k hope the announcement soon. Thanks TJ for confidence....

Posted by louise123 > 2014-02-24 17:10 | Report Abuse

wait till 2.70 out then, gambateh E&O

Posted by Saturn888 > 2014-02-25 00:29 | Report Abuse

Tomorrow start again......

Posted by tjhldg > 2014-02-25 01:09 | Report Abuse

kikikii

Posted by jenabchen123 > 2014-02-25 01:33 | Report Abuse

Kikikiiiiiiiiiii

Posted by tjhldg > 2014-02-25 01:37 | Report Abuse

kikikikiiiiiiiiiiiiiiiiiiiiii

Posted by jenabchen123 > 2014-02-25 02:03 | Report Abuse

Kikikikiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii

Posted by tjhldg > 2014-02-25 02:11 | Report Abuse

kikikikkikikiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii

Posted by louise123 > 2014-02-25 17:22 | Report Abuse

zzzzzzzzzz.....

Posted by JENNY6088 > 2014-02-25 19:12 | Report Abuse

siau liao : )

Posted by Saturn101 > 2014-02-26 09:45 | Report Abuse

The thing about EnO is they always try....they never stop trying in a positive manner....when market says property is downtrend, they announce their partnership with all the various marketing from Singapore to Abu Dhabi to Japan and etc...their results also show very determine action .....one of it is unbilled and the other is differentiation.....

While hong. Kong property market tumble, China is hedging and Singapore is also following the downtrend......where does that leave Malaysia??

Malaysia is unique if we remove the politics and corruption.....we stand at the lowest priced property compared to open market countries for property.....rich malaysian are buying in UK and Australia....

Make a comparison this way.....in tandem with inflation, market capital and personal income must must increase,...this is the evolution of ever growing.....however in Malaysia, with inflation, our personal income hasn't change.....so what we have is a inflated speculators who buys without real supported income. The govt has clamp this down in recent years especially on the loan criteria to a point of being specific on take home income.....this is to avoid NPL....and the govt further control in areas of property with tax policies like RPGT, , no EPF withdrawal for second home, retarding loans for second and third home etc.....

But fundamental question is this how do they still afford to buy second and third homes, homes abroad, cars etc.....now cars maybe easier to explain as they maybe company cars expense as a need for work related....but houses??

The real measurement now in my opinion, is to measure the change of tide.....measure the difference in the foreign buyer now vs later.....in EnO it's already at 70:30 ratio....with the higher % being the foreigner.....

Posted by Saturn101 > 2014-02-26 10:11 | Report Abuse

Can malaysia be another Swiss or Monaco......where foreign rich buys properties and businesses in Malaysia??
But diff is in Swiss the tax is lower with higher income......or contribution.....
Malaysia businesses in golden triangle is already taken over by middle eastern a piece at a time....
Properties are already enticing the rich from China, Hong Kong & Singaporean.....

What can the end result be? Look at it this way....my earlier writing I did mention tambun' earlier housing projects on mainland attracted foreigners of a different kind.....ie Banglas, viets, Indonesia etc.....hence value goes down
What if these foreigners are rich and coupled with the growth in infrastructure , development in penang, central & jb......

I think tourism and 2nd home will be a very big industry as we are also seeing hospitality and medical tourism growing is abundance......are u aware that Columbia hospital is being build next to Jaya 1? Soon all businesses will be build around this...

Posted by Saturn101 > 2014-02-26 11:26 | Report Abuse

Very very strong

Posted by Saturn101 > 2014-02-26 11:33 | Report Abuse

Mark my words....

Posted by tjhldg > 2014-02-26 16:11 | Report Abuse

: )

Posted by mayleow > 2014-02-26 19:59 | Report Abuse

PROFIT BOLEH TAHAN M DROP A BIT

Posted by tjhldg > 2014-02-27 00:23 | Report Abuse

uum ...........

Posted by Saturn101 > 2014-02-27 09:08 | Report Abuse

Look at buy queue vs sell again.....it's waiting for commitment....

Posted by Saturn101 > 2014-02-27 09:23 | Report Abuse

These are serious buyers .......

Posted by Saturn101 > 2014-02-27 09:27 | Report Abuse

Only need these serious buyers to commit to sellers price........then only we know the commitment......

Posted by Saturn101 > 2014-02-27 15:28 | Report Abuse

Big buyer dissapeared.......hmmmmm

Posted by louise123 > 2014-02-27 15:56 | Report Abuse

Mr E&O, when can you start moving ??