Posted by macintouch > 2015-08-03 00:38 | Report Abuse

calvinteng u sure the fastest i would disagree.....i think they some part on this earth far more faster than iskandar.....how about mongolia? its a very backward country but have enough reources for a centuries.

Posted by tofuman > 2015-08-03 09:20 | Report Abuse

thing now is ex-DPM and johor sultane walk together, then ah jib govt dunno what on his mind against Johor state. Political impact dude

Posted by yongyou > 2015-08-03 12:07 | Report Abuse

UEM Sunrise buys RM161m office tower in Australia


Publish date: Mon, 3 Aug 2015, 10:35 AM



KUALA LUMPUR: Property developer, UEM Sunrise Bhd has acquired a 21-storey office tower in Melbourne, Australia, for A$58 million (about RM161 million).

This is UEM Sunrise's third property acquisition in Australia.

The 16,000 square metre office tower is located at a strategic corner site of St Kilda Road, one of the main routes into the Melbourne Central Business District, the company said in a statement here, today.

The building is currently occupied by the Victorian Police and will be vacated after mid-2016.

"The intention of this acquisition is to develop an unprecedented ultra-luxurious residential development, potentially with a mix of ground floor retail and serviced apartment components," UEM Sunrise said. --BERNAMA

Posted by tofuman > 2015-08-03 14:01 | Report Abuse

St kilda? a bit out side of CBD, i tot ppl going there is for the beach? haha

Posted by tofuman > 2015-08-03 17:26 | Report Abuse

index nail 21pts, UEMS drop lagi, HA HA HA

Posted by yongyou > 2015-08-04 10:37 | Report Abuse

look at Kenanga's TP4.27 :(

Posted by yongyou > 2015-08-04 10:38 | Report Abuse

Date: 04/08/2015


Source : KENANGA
Stock : UEMS
Price Target : 4.27
Price Call : HOLD
Last Price : 0.97

Posted by gforce2 > 2015-08-04 17:07 | Report Abuse

4.27 is the estimated FD RNAV, not the Target Price. Kenanga's TP for UEMS is 1.10. Compare this to PublicInvest TP 2.15, AmResearch TP 1.29. Kenanga's TP seems the most prudent. Considering AUD has dropped as well, not a bad investment to diversify away from Iskandar.

Posted by yongyou > 2015-08-05 06:50 | Report Abuse

noted with thanks

"gforce2 > 4.27 is the estimated FD RNAV, not the Target Price. Kenanga's TP for UEMS is 1.10. Compare this to PublicInvest TP 2.15, AmResearch TP 1.29. Kenanga's TP seems the most prudent. Considering AUD has dropped as well, not a bad investment to diversify away from Iskandar.

04/08/2015 17:07 "

Posted by Mat Cendana > 2015-08-05 19:25 | Report Abuse

0.96 for UEM-Sunrise! Surely this must be the bottom(?) Certainly tempting to think so when we compare it to the 'normal' range. But it may be prudent to wait a bit - at least until it's above the 20-day Moving Average.

Things are rather subdued, especially with the China developers creating oversupply with their huge projects. Then the problems within Umno. But watch this counter for signs of waking up. When it retraces the slide to a fairer valuation, I believe a 50% capital gain is a reasonable target.

Posted by tofuman > 2015-08-06 09:49 | Report Abuse

did you guys see the concern?

Posted by Mohd Iqbal > 2015-08-06 16:34 | Report Abuse

Any comment on rumors of privatization by Khazanah?

Posted by tofuman > 2015-08-07 07:24 | Report Abuse

Not gonna happen soon, calculate too much need to be wallap in order to achieve it

Posted by Mat Cendana > 2015-08-13 01:01 | Report Abuse

@Mohd Iqbal I had read about the privatisation possibility too. And based on the current price level, it's a very good opportunity for Khazanah to make its move. Wouldn't have to pay too much for the shares in depressed market conditions. Its assets are coveted, especially the large land bank in Iskandar Malaysia. Good that you guys are also interested in the possibility of hitching a ride :-) Will have to keep watching and buy when the rumours get louder.

Posted by tofuman > 2015-08-13 13:07 | Report Abuse

First, khazanah is national sovereign fund. It cant direct involve too much on the company management. MAS is exception, that one is protecting national pride. Privatize is possible, but currently UEMS land dun have the dominant factor to own it, example last time UEM Renong, they really owning the highway toll, that's why de-list. From company size, capitalism ratio, UEMS not the top 1 in Malaysia, so really don't have any super-duper factor to privatize it - unless, something solely monopolize by UEMS, then different story.Plus, at this moment, so many UMXO company needed rescue, further narrow the possibility. Dun ignore the darkside, politic is the intangible factor

Posted by tofuman > 2015-08-13 13:16 | Report Abuse

Privatize MAS really a big hit to Khazanah. 1.4 billion to swept ppl shit. So question, which politician at MAS backside? Then there's about 30+% share hold by outsider, to wallap all not a small amount. Positive thing is, whole Iskandar under Khazanah umrellea, this whole concept still protected. First wave of party is over (when launching the whole concept), now waiting second wave to come (This part a bit hard, involving politic power and weaken RM now). So, conclusion, put in fridge and wait. Go buy SGX better, Keppel cheap sale dude.

Posted by Mat Cendana > 2015-08-17 16:10 | Report Abuse

@tofuman Problem with buying SFX is the hit we'll take when converting currency. If those counters go up, then everything's fine, of course. But basically that's a good idea.

Posted by timss > 2015-08-17 19:38 | Report Abuse

Unexpected good result released. ...
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4830249

Posted by tofuman > 2015-08-17 20:05 | Report Abuse

Dun so fast happy, after budget 2016 then. If ah jib govt continue rise the debt for-dunno-what-BN-doing items, confirm, guarantee rating agency will tikam Msia rating cause never think of decrease the deficit. But if no fancy fancy infrastructure thing ah the construction and property will not fly. But UEMS diversify its direction to australia prove that mgnt vision is clear - run baby run

Posted by tofuman > 2015-08-17 20:08 | Report Abuse

@Mat, go check out DBS mult-currency account, then buka trading account also.

Posted by timss > 2015-08-17 21:19 | Report Abuse

All negative sentiments. .. true. . Good also drops... bad will even drop faster....

Posted by tofuman > 2015-08-17 22:44 | Report Abuse

thing now is simple: if you like to leverage, not right timing yet. Analyst all predict KLSE will fall to 1400. So wait till that time and see what is the price. If you don't want to leverage, then sell it now. Get the bullet buy banking share better. Just check PBB totally not shaking. Do you think UEMS management can win datuk Teh? and public IB is one of the major shareholder on UEMS land. In front of the road there's still US interest rate rising, 1MDB that totally drag Msia image to negative, as well as Chine RMB depreciate. 3 major roadblock. That's why shift to SGX or HangSeng, even can play call and put on index somemore. KLSE? 1MDB solve then baru ada wayang

Posted by timss > 2015-08-19 21:54 | Report Abuse

Those target prices given simply make no sense.. when lower revenue with higher earning still being critised... when it rebounds they simply revise their target price... pushing this counter to sourh... maybe management dim offer good deals to them...

Posted by timss > 2015-08-19 21:55 | Report Abuse

If making loss..... the TP will be at ~50 cent?

Posted by tofuman > 2015-08-20 09:49 | Report Abuse

foreign investor still own about 20% in whole KLSE. Now local institution dun want to hold the falling knife, the worst is the individual also panic sell. Melbourne just won again the world best living city for consecutive 5 years, i just back from sydney recently and guess what, even local also say property is getting expensive from last fews years. Australia property still demanding. Right move for UEMS land targeting australia market

Posted by 891088 > 2015-08-20 19:04 | Report Abuse

Positive news..our economy will recover soon. Properties sector always in gd demand year by year. Next year Tp Rm1.50

Posted by traderman > 2015-08-22 10:23 | Report Abuse

Dow drop 500. Uems will go 50 cent

Posted by Eric Lim > 2015-08-22 18:22 | Report Abuse

Uems build houses in US?

Posted by traderman > 2015-08-23 14:34 | Report Abuse

oh sorry, uems will go 1.5 soon.

Posted by ken75SHG > 2015-08-24 11:28 | Report Abuse

.795

Posted by timss > 2015-08-24 12:19 | Report Abuse

the management has no bullets to buffer.. keep dropping........

Posted by tofuman > 2015-08-24 13:00 | Report Abuse

yup, very irresponsible management, only focus on corp accounting but not shareholder benefit. This is agree. Just look at SPSetia, Mahsing and Sunway, and see who and what race at the BOD.

Posted by Time_to_buy > 2015-08-25 10:00 | Report Abuse

is today?

Posted by johnmajor > 2015-08-25 10:14 | Report Abuse

What is wrong with UEMS? I think their value is hyped by the vast landbank in Iskandar. The problem is Iskandar has lost the Wow factors and things are pretty bad over there now.

Posted by hng33 > 2015-08-25 12:52 | Report Abuse

johnmajor

If UEMS unable to dispose some of its vast landbank in Iskandar, monetize its assets into cash and realize gain, it will have to just remain undervalue stock with vast landbank, unable to generate profit from these vast undeveloped land.

UEMS also mismatch its property price with current market demand......launch first landed property in harbor front with Terrance house, but its strata title with price starting from UNREALISTIC RM 1.35 million!!?? Imaging what UEMS is going to attract any buyer whom can fetch such high price for minimum RM 1.35m for just Terrance house!!?? whose will willing to stay in these housing area which still surrounded by vast vacant undeveloped land......furthermore, according to UEMS, currently just able to secure less than 15% take up rate and furthermore, these housing project have 50% bumi quota!!!!

Posted by AzmiMerican > 2015-08-25 13:00 | Report Abuse

Yang ni really jatuh teruk ya. Dulu ada yang invite to buy bila 1.30.... now 40% cheaper

Posted by timss > 2015-08-25 14:54 | Report Abuse

The strengthened sing dollar could be a buying factor in JB. Imagine 1.35 million is merely 400k+ which is hardly adequate for HDB in singapore. In long run, ringgit depreciation may stimulate Singapore buyers...

Posted by timss > 2015-08-25 14:55 | Report Abuse

Whatever I hold in UEMS will be like a salted fish.. waiting no day for its rebound....
Used to be a bluechip for everyone but it is a potato chip now.. sigh!!!!!!!

Posted by tofuman > 2015-08-25 15:41 | Report Abuse

dun dream sporean and foreigner will come back to Msia at this moment, rating agency all saying malaysia now is political instability!!!!! As long as this counter account not in red, i still hold it. as simple as that

Posted by timss > 2015-08-25 15:41 | Report Abuse

The hidden gem will come back with glory one day.......

Posted by tofuman > 2015-08-25 15:44 | Report Abuse

principle of investing in share: accumulate the shares. Now is it the best timing? i dunno eh, later kena ppl say SKL

Posted by calvintineng > 2015-09-06 13:25 | Report Abuse

I apologize to ask you to collect UEMS @ 1.20~1.30 causing 30% loss
(or 100% for margin players)


I am really sorry for this.

Posted by gt91 > 2015-09-07 10:39 | Report Abuse

so damn screwed, loss at least 10k on this, gone case

Posted by SUMATECRM1 > 2015-09-09 16:48 | Report Abuse

Who buy at 2.00

Posted by AnnH > 2015-09-10 15:22 | Report Abuse

may i know anything brewing hr? today so upppp

Posted by Foresight123 > 2015-09-10 15:44 | Report Abuse

takeover ? can 2.00? Calvin?

Posted by Mohd Iqbal > 2015-09-10 16:23 | Report Abuse

walao weh.. 40 million plus volume.

If khazanah or UEM take this counter private even at RM1 or RM1.20, a lot of investors will suffer losses. Especially those who bought at RM2 and above.

Posted by Billygunman > 2015-09-10 16:35 | Report Abuse

after airasia.. next goreng UEMS...

Posted by ikanbilis789 > 2015-09-10 16:37 | Report Abuse

UEMS ok meh?

Posted by SUMATECRM1 > 2015-09-10 16:41 | Report Abuse

2.00 or no privatize !!!!!!!!!