Posted by UncleFollower > 2023-09-26 12:57 | Report Abuse

I am holding a sizeable position here and trading a bit like from 1.06 - 1.14 so far...still like this very much. Throwing the above to forum hoping for more views cheers

Posted by monetary > 2023-09-26 15:10 | Report Abuse

with 1.15b landbank ksl still can maintain net cash. that's miracle no1.

Posted by monetary > 2023-09-26 15:11 | Report Abuse

with 35s net cash per share ksl fails to pay any dividend that's miracle no.2

Posted by StartOfTheBull > 2023-09-26 15:22 | Report Abuse

It seems they don't concern much about the share price, miracle number 3

Posted by UncleFollower > 2023-09-27 17:09 | Report Abuse

+0.96B investment properties. So 1B investment props + 1B landbank

monetary

with 1.15b landbank ksl still can maintain net cash. that's miracle no1.

Posted by UncleFollower > 2023-09-27 17:12 | Report Abuse

Top 10 shareholders hold 78.64%
Top 30 holds 84.1%

If Uncle Koon still has his Dayang $ he can easily squeeze the share to shoot up for miracle number 4 🤣

Posted by moven00 > 2023-09-28 17:48 | Report Abuse

Going to Red Sea tomorrow. Boh Run sure die

Posted by monetary > 2023-09-29 11:39 | Report Abuse

all weak holder should have run by now.

Posted by StartOfTheBull > 2023-09-29 11:44 | Report Abuse

Hard to say, today maybe margin call day.

Posted by dompeilee > 2023-09-29 15:37 | Report Abuse

SOLD all my KSL last wk with a 50% profit...now focus is on Knusford which is a once-in-a-generation opportunity! 🤗

Posted by EngineeringProfit > 2023-09-29 15:39 | Report Abuse

NOt joining you there. Bye, dompeilee

Posted by StartOfTheBull > 2023-09-29 21:08 | Report Abuse

It was the contra king again, no wonder price down so much.

Posted by monetary > 2023-10-02 11:20 | Report Abuse

habis cerita

Posted by UncleFollower > 2023-10-02 12:25 | Report Abuse

I dont think it's over yet. It has bounced off 105/106, maybe habit cerita if there's a sharp break below. Otherwise game still on

Posted by moven00 > 2023-10-02 18:02 | Report Abuse

Looks susah. Unless company start to declare dividend for shareholder to keep the confidence of retailers.

Posted by EngineeringProfit > 2023-10-02 18:30 | Report Abuse

High EPS also no use lah

Posted by UncleFollower > 2023-10-04 12:21 | Report Abuse

1.05 quickly broken. Let's see whether this is a break below 1.00 or a rebound toward 1.05. The latter, game on.

Posted by mf > 2023-10-04 12:24 | Report Abuse

US 30 32,907.4 -95.0 -0.29%
US 500 4,217.1 -12.4 -0.29%

Posted by dompeilee > 2023-10-04 15:31 | Report Abuse

dompeilee

SOLD all my KSL last wk with a 50% profit...now focus is on Knusford which is a once-in-a-generation opportunity! 🤗

4 days ago
$1 broken! Habis!!!

Posted by StartOfTheBull > 2023-10-04 16:47 | Report Abuse

News refresh:
Progress of the Johor-Singapore special economic zone (SEZ) would be announced in October.

Developers with Johor exposure:
Number of acres:
UEM Sunrise 5,103
Ecoworld 114.6
SP Setia 114.8
Sunway 1,602
E&O 62.8 (joint venture)
Mulpha International 904
KSL 236.2
KL Kepong 500 (joint venture)
Iwcity
Ekovest

Source: TheEdge Malaysia

https://www.straitstimes.com/singapore/politics/singapore-johor-discuss-setting-up-special-economic-zone

Posted by UncleFollower > 2023-10-04 18:11 | Report Abuse

That 236 acres refer to that in Pulai only. This grossly understates KSL's johor exposure. KSL is through and through a Johor developer, then Klang. Improved connectivity to SG itself means a lot more to KSL Mall. Ordinarily it wouldn't mean much, for larger corps like SP Setia, Sunway, for instance. It's meaningful for KSL becasue it's market cap is still smallish, and the concentration in Johor exposure means the circa $100M quarterly profit could go further up. Further there's easy realisation value if they inject rental assets into a KSL REIT

Posted by UncleFollower > 2023-10-05 17:09 | Report Abuse

Covering to 1.05 wor

Posted by Dehcomic01 > 2023-10-10 08:43 | Report Abuse

Is KSL one of the better Bursa property companies?
While the Malaysian property companies have recovered from the effects of Covid-19, it is still a long way to recovering to the 2013/14 peak.
The chart (refer to https://i.postimg.cc/fLs0G99v/KSL-vs-Property-co.png) shows the ROE of the Bursa property companies with total equity greater than RM 1 billion. You can see the recovery post-2020.
The chart also shows that KSL was an outstanding performance pre-Covid and suffered badly in 2020. However, it seems to have recovered to have its ROE greater than the upper quartile of the large property companies.
But if you look at KSL share price (refer to https://i.postimg.cc/59nFrjNw/KSL-share-price.png) it did not dip significantly in 2020 like its ROE. So unless you think that its ROE in the next 2 years will reach the 2024 level, I would not expect the share price to uptrend so much.
For more insights into the property sector, go to “Will the Malaysian Property industry turn around by 2024?” https://www.youtube.com/watch?v=Wn4p31y0CUQ

Posted by newbie9893 > 2023-10-10 11:37 | Report Abuse

buy now, confirmed will spike up to the moon this afternoon

Posted by EngineeringProfit > 2023-10-10 13:03 | Report Abuse

Huat arrr

Posted by newbie9893 > 2023-10-10 15:06 | Report Abuse

thank you KSL.well done

Posted by UncleFollower > 2023-10-10 15:16 | Report Abuse

Even if it doubles from here over the next 1 year, KSL will still be very reasonably priced

Posted by newbie9893 > 2023-10-10 15:32 | Report Abuse

wah...touched 1.09

Posted by newbie9893 > 2023-10-10 16:04 | Report Abuse

no more pullback.. will all the way up starting from today..non stop

Posted by newbie9893 > 2023-10-11 10:03 | Report Abuse

KSL sui sui...the only destination....limit up RM1.43 today

Posted by newbie9893 > 2023-10-11 11:23 | Report Abuse

slowly but surely...

Posted by newbie9893 > 2023-10-11 11:41 | Report Abuse

KSL will be the next IOIPG in the making......same pattern

Posted by MrFox > 2023-10-11 17:32 | Report Abuse

yeah! flushes out all the pang sai away! the road now lined with gold!

Posted by EngineeringProfit > 2023-10-11 18:27 | Report Abuse

Good that the seed I planted recenty has grown........huat ar

Posted by Income > 2023-10-11 21:48 | Report Abuse

It is going to be profitable going forward.

Posted by StartOfTheBull > 2023-10-12 09:20 | Report Abuse

When one see the usual cotra masters pan sai here after the price surge, how high can it goes?

Posted by gladiator > 2023-10-13 08:53 | Report Abuse

No dividend no move..

Posted by StartOfTheBull > 2023-10-13 22:25 | Report Abuse

Jump here and there also no difference, same consequence. LOL

Posted by Income > 2023-10-14 07:45 | Report Abuse

This is the reason la
https://youtube.com/shorts/uctpdCexlns?si=LUETH-QB4A5MaP-8

Posted by Income > 2023-10-16 07:21 | Report Abuse

你用爱换走青春 我还留下了什么

Posted by UncleFollower > 2023-10-16 12:17 | Report Abuse

More catalytic events later this month supporting the Iskandar 2.0 investment
theme. Besides the loosening of the Malaysia My Second Home (MM2H) criteria (details
have not yet been revealed), some prominent events unfolding in October would further
uplift the Iskandar 2.0 investment theme. They include the planned Malaysia-Singapore
leaders’ retreat at end-Oct 23 (to sort out details of the Malaysia-Singapore Special
Economic Zone) and the council of rulers meeting (when the new Agong is expected to be
selected)

Posted by newbie9893 > 2023-10-16 12:23 | Report Abuse

sell...will drop below 1.00 soon

Posted by StartOfTheBull > 2023-10-16 12:32 | Report Abuse

No dividend declared is the problem.

Posted by newbie9893 > 2023-10-16 12:32 | Report Abuse

sell call...will drop more in afternoon section.....believe me

Posted by James_Bond > 2023-10-17 12:39 | Report Abuse

Hello Bro Pang, you r here. Good call for scooping KSL from bottom and ride the property bloom wave up…

Posted by MrFox > 2023-10-17 20:14 | Report Abuse

last few minutes, the pang sai was cleared!

Posted by James_Bond > 2023-10-18 23:07 | Report Abuse

Tycoon kyy still trustworthy? Or he sounds forgetful lately? Maybe need to see geriatrician/ neurologist to see if he is still mentally healthy to advise ppl on this…

Posted by speakup > 2023-10-19 07:32 | Report Abuse

there is a saying in i3, whenever certain ppl post they bought, u must sell !

Posted by James_Bond > 2023-10-19 08:09 | Report Abuse

Haha… speak up, good observation!

Posted by hng33 > 2023-10-19 09:59 | Report Abuse

bought at 1.06