This year 2018 the Investment Theme is Govt Linked GE14 Stocks like DRB, MRCB, FGV, MBSB & UEMS
This was what happened during these Theme Plays
1) Jaks gone up from 40 sen to over Rm1.00 due to Langat 2 Water Theme play
2) Crude Oil Crashed was good for logistic stocks which benefited from Cheaper petrol. That was Theme play for Airasia
3) Cheap crude oil also benefited plastic/polymer stocks like Nylex & Super Enterprize
4) Fallen Crude Oil caused less revenue for Govt from Petronas. To mitigate loss of revenue Govt implemented GST. So IFCA & MYEG went up as GST theme play. MyEG is real but IFCA was pumped up
5) Fall Crude Oil impacted ringgit & it collapsed. So Cheap ringgit equals competitive exports
So 2 theme plays
a) Furniture theme plays like Pohuat, Lihen, Hevea & Latitude bull run time. Now over.
b) Electronic export stocks like VS & SKP Res & Others
As riggit recovers in strength these theme play also over
6) 11 MP Govt implement Massive Construction.
So construction stocks like Gadang, GKent & Gamuda came into play
Huge construction of infrar need long steel. So Thematic Long steel plays came into focus like Prestar, Masteel, SSteel & Annjoo Now toppish
7) Sabah Election Thematic plays were CMSB, KKB, HSL, Naim & Weida (now long over)
And this year is GE14 Election Year
SO THE THEMATIC PLAYS WILL BE GOVT LINKED STOCKS LIKE DRB, MRCB, FGV, MBSB & UEMS
Today is only the 2nd Day of 2018. So GE14 Thematic Play has only just started.
SO THIS THE TIME TO BUY AND HOLD.
THIS ELECTION BULL RUN THEME WILL LAST TILL GE14 ELECTION DAY
saya berani masuk uems c47 at 4 sen and quickly out at 8 sen dunno whether regret just a few thousand, The longer term warrants look very salivating especially this is GLC
Once upon a time there was a stock called Tebrau Teguh. It was only 10 sen near year 2003.
Tebrau owns lands in Permas Jaya. But long ago there weren't any Permas Bridge Link.
So Johor people need to travel 40 minutes to Bandar Sri Alam and U Turn back to Permas Jaya.
Then one day PERMAS 4 Lane Bridge was built. And it takes less than 10 minutes from Permas Jaya to JB CBD. And Tebrau shot up to Rm1.00. Then IWCity took over from Tebrau & rumoured to have Bandar Malaysia Project.
At that news IWCity Shot Up to Rm3.00
So same with UEMS
2nd Link Bridge connects to Tuas. To Jurong East the Upcoming 2nd Orchard Road.
And then
Then what?
THEN BULLET TRAIN STATION STOPS IN THE VERY HEART OF UEMS PRIME PRIME LANDS!!!
AND ZOOOOOMMM
IN NO TIME UEMS WILL FLY TO RM3.00.
Do you know that Tebrau bought those lands for 80 sen psf. Now how much?
DO YOU ALL KNOW THE BOOK VALUE OF UEMS LANDS PSF TODAY
Local consultants Poll 2018: Looking for the property market to pick up
Samuel Tan Executive director KGV International Property Consultants (Johor) Sdn Bhd
The mood of the domestic property market has been cautious. Following the euphoria in the residential sub-sector market in 2012 to 2014, most buyers are genuine owner-occupiers at this juncture. Property investors are mostly adopting a wait-and-see attitude. Property speculation is practically non-existent.
Most developers have been concentrating on clearing existing stock in the past 12 months, especially for high-rise residential developments. Having said that, we understand there is still pent-up demand for affordable residential properties priced at RM500,000 and below.
The Johor property market is likely to remain stable in 2018. We do not foresee a “fast and furious” widespread recovery. The demand for reasonably priced landed houses will remain healthy. Local purchasers who want to upgrade and buy for their own occupation will go for landed houses. In general, high-rise residences will face price pressure in view of the number of project completions in 2017/2018.
We are cautiously optimistic about Iskandar Malaysia next year. Amid cautious sentiment, there will be opportunities in the following areas:
Properties for auction
There will be some good properties up for auction in the secondary market. Capitalising on the developer interest bearing scheme, some speculators overstretched themselves and could not service their loan repayments. Some units could be substantially below market value, especially those that remain unsold after several rounds of auctions.
Old landed properties in mature locations
Land is getting scarce. It is tough to find new landed schemes in central and mature locations. It is worthwhile to keep a lookout for old landed properties in such locations and spend some money to spruce up the buildings.
High-rise developmentsin good locations
Many buyers are shunning high-rise residences in view of oversupply concerns and perceived fear of high prices. It is worthwhile keeping an eye out for high-rise residences in strategic locations with good accessibility and catalytic developments that are reasonably priced and built by reputable developers. Developments with easy access to the Johor–Singapore Causeway and Malaysia–Singapore Second Link are popular with those working in Singapore.
Landbanking
For individuals or corporations that are financially strong, the current downturn is an opportunity to add quality properties that fit their requirements to their land bank. The land will eventually appreciate in value.
Our wish list for 2018 is to modify the stringent requirements for release of bumiputera units so that schemes that bumiputeras are not interested in can be opened up to non-bumiputeras; a waiver of stamp duty for first-time buyers for houses below RM500,000; interest repayment for housing loans to be tax-deductable; construction of the Middle Ring Road to enable connectivity with kampung folk; and ease the lending policy by Bank Negara Malaysia for first-time house buyers.
Developments with easy access to the Johor–Singapore Causeway and Malaysia–Singapore Second Link are popular with those working in Singapore.
Landbanking
For individuals or corporations that are financially strong, the current downturn is an opportunity to add quality properties that fit their requirements to their land bank. The land will eventually appreciate in value.
Calvin comments:
1) ALL UEMS Lands in Booming Iskandar are located near 2nd Link to Tuas Singapore
2) At Rm5.80 psf Book Value in UEMS the Best Way to do LAND BANKING IN ISKANDAR is to buy shares of UEMS.
This is cheaper than buying lands in the open market in Iskandar now. Land costs ranges from Rm30 psf to Rm200 psf in Iskandar depending on the location, accessibility and surrounding amenity
And UEMS's Lands are all located in par excellent areas!
Horizon Hills, Nusa Idaman, Nusa Bayu, Gerbang Nusajaya (HSR Station), Puteri Harbor & Medini
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calvintaneng
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Posted by calvintaneng > 2018-01-03 17:14 | Report Abuse
GOOD CLOSING AT RM1.17
GOING TO BREAK RM1.21 THE LAST ESOS INSIDERS' PRICE SOON. NEXT ESOS PRICE TO BREAK WILL BE RM2.30. AND ON TO RM3.00 WHEN HSR HAS MATERIALIZED
AND POWERING UP IN THE FRATERNITY OF ALL GE14 ELECTION STOCKS TOGETHER!!
GO GO POWER RANGER!!!