Posted by stocktrading88 > 2023-06-12 14:27 | Report Abuse

looking good

Posted by nemesis > 2023-07-14 08:20 | Report Abuse

Avaland's Latest unbilled sales now at 850 mil...By year end should reach 950 mil as new launching is gearing up... Reiterate Buy with TP of 0.30 for the near term...

Posted by Val-Elta > 2023-07-20 08:25 | Report Abuse

Yes nemesis, unbilled sales is actually good, the foundation is there already, now just need to see their execution/progress billing.

For avaland share price to meaningfully move,
1) Revenue between 90 to 120m per quarter,
2) Gross margin between 33 to 38%
3) Keeping direct operating expenses to 16 - 17m

This will result in 12 to 21m net profit per quarter.
+- 1,2m forex gain/losses.

Seems like Avaland have improved in terms of the PR as well, start to see more engagement via newspapers(The Edge), winning property awards, PR release as well in addition to just announcing the QR results.

Wait for quarter result now. Last two rounds before good and bad QR announcement, share price already moved, current uptrend may indicate good qr is expected from other investors

Posted by nemesis > 2023-07-20 17:41 | Report Abuse

With 1 billion of unbilled sales by year end, we are looking at estimate 3-4•5 sen EPS barring unforeseen risks, that should bring us to at least 0.35-0.40 share price...At 0.195 it is still deeply undervalued

Posted by nemesis > 2023-08-15 10:40 | Report Abuse

Property stocks are having a mini bull run now as big boys like Mahsing and Ecoworld all moving up...Avaland is the cheapest reputable developer currently ready to ramp up launches...I m confident Avaland can strike 1.5 bil unbilled sales in 2 yrs time...With that we are looking at a share price of at least 0.50 with estimate EPS of 4-5 Sen per share...

Posted by nemesis > 2023-08-15 10:46 | Report Abuse

U must know who is the Taiko behind...it is AYALA LAND the largest property conglomerate in Philippines...One thing for sure, Ayala will surely lift up Avaland to boost up status and confidence among investors...it is the brand name that matters...

Posted by nemesis > 2023-08-16 09:13 | Report Abuse

Buy buy buy Avaland is Comingggggg.... Property stocks are rising back...All that have risen shall fall, and the fallen shall rise again!

Posted by nemesis > 2023-08-16 09:20 | Report Abuse

So far the most undervalued property counter among the high end developers...Earnings are expected to rise supported by near term unbilled sales of close to 1 billion...Reiterate BUY with TP of 0.30

Posted by nemesis > 2023-08-16 09:42 | Report Abuse

0.22 is coming todayyy

Posted by nemesis > 2023-08-16 09:47 | Report Abuse

Calling all comrades to acquire Avaland now before it skyrockets to 0.30 soon...at current level it is deeply undervalued with nearly 1 billion unbilled sales providing earning visibility 4 the next 3 yrs to come

Posted by Val-Elta > 2023-08-16 10:56 | Report Abuse

I think we were too far ahead of the curve back then, when no one notices the share, and it was sold so cheaply at 13, 14 cents.

Anyway, now it's about the project execution and costs, and how much realized EPS.

For June 23 QR,
0.65 to 0.8 cent EPS is most likely
0.8+ EPS maybe possible

However, the best part will actually only happen in September QR results, where all their projects will enter the prime of their progress billing cycle simultaneously.
For next quarter I'm projecting EPS of
0.9 to 1 cent as most likely
1 to 1.2 cent as probable

After which, EPS should stabilized around 1 to 1.2 cent per next 2,3 quarters, (depending on how is the new launches sales)

If it goes well, we'll have 3 quarters of continuous QoQ revenue and net profit increases, which is where the share price can potentially touch 40 cents.

Again, I'm talking about the longer game, via fundamentals the above is a possible scenario, short term wise, harder to predict what can happen in between.

Posted by nemesis > 2023-08-16 11:59 | Report Abuse

I m attracted to its parent company Ayala Land which is the largest developer in the Philippine...MCT used to be trading above 1.00 few years back...If they can achieve back 5-10 Sen EPS I m sure this undervalued gem can reach back 1.00 again in the future...it makes sense to acquire now while it is undervalued

Posted by roger3210 > 2023-08-16 17:07 | Report Abuse

FYI, Aya land recent QR pretty strong, tats why Aya land rebounded strongly from 23 to today 30, most likely going to break this year high 33.45

Posted by nemesis > 2023-08-18 11:06 | Report Abuse

Ayala Land is ramping up Avaland...steady buying support FM parent company ...0.30 is confirmed soon

Posted by nemesis > 2023-08-18 11:21 | Report Abuse

Buy buy buy last call last call before you are left behind...Boat gonna depart soon...U LEFT BEHIND, U ARE ON UR OWN!

Posted by nemesis > 2023-08-18 11:21 | Report Abuse

0.30 is coming...together with Mkland soon...

Posted by nemesis > 2023-08-18 11:22 | Report Abuse

Avaland and Mkland are the two rising star in Bursa now...the two most undervalued property stocks

Posted by Michael Kwok > 2023-08-18 11:37 | Report Abuse

Sell call avaland 23-24cents
Tp 20 cents or below
18/8/23 11.37pm

Posted by Abba84 > 2023-08-20 09:36 | Report Abuse

Datukship a must 4 M
Kwok - a genius of 'sell cal' ; many /predictions had failed!

Posted by nemesis > 2023-08-20 19:55 | Report Abuse

TP is 0.30 by next week...there wil be no profit taking but straight uptrend to 0.30...So please make up your mind

Posted by nemesis > 2023-08-21 07:07 | Report Abuse

Why buy counters that is under coverage by sharks??? Isn't that more profitable to buy counters that no one is talking about...These analysts recommend you to buy cos they are the great seller to you at high price..."What the wise does in the beginning, the fool does in the END!!!

Posted by nemesis > 2023-08-21 07:11 | Report Abuse

So far no Analysts have begin coverage on Avaland, NOT YET!!!...So pls buy before great sharks swimming in...Dun worry Ayala Land provides strong financial support to Avaland which is why I look high on Avaland...the next great high end developer to emerge... Reiterate BUY with TP of 0.50

Posted by snowy1 > 2023-08-23 21:44 | Report Abuse

QR is out! Revenue RM113.8m...highest since 4Q2020. Q2 Profit RM11.1mil

Posted by nemesis > 2023-08-24 08:33 | Report Abuse

Get ready All comrades as today is a BIG Day for Avaland...price Wil Skyrocket to the sky!!!

Posted by nemesis > 2023-08-24 08:37 | Report Abuse

Will there be LIMIT UP today???

Posted by Val-Elta > 2023-08-24 09:54 | Report Abuse

forming new support at 24, 23.5
Still have a lot of shareholders who able to buy at 13 to 20 cents exiting I guess.

Fundamentally, it's looking good and certainly the next Q result should be better, but we do have a lot of traders that is able to unload in between. May take few days to break 24 and form a new average shareholder price of 24 cent to support new uptrend.

Posted by nemesis > 2023-08-28 16:21 | Report Abuse

0.30 is coming ...

Posted by nemesis > 2023-08-30 16:00 | Report Abuse

Ambush ambush 0.30 is next...1.2 bil new launching to be executed for the remaining year 2023...

Posted by willc48 > 2023-08-30 16:27 | Report Abuse

new owner but still smelling Filipino owner

Posted by nemesis > 2023-08-30 17:12 | Report Abuse

Ayala Land is the largest property developer in the Philippines...Don Play Play...Every project is executed to the finest detail...Ayala Land will surely transform Avaland to be one of the best Top 10 developers in Msia...It is a matter of time...Few years back MCT used to be traded at 1.00-1.50 during its heydays...So at 0.250 it is still trading at huge discount to its future glory...

Posted by nemesis > 2023-09-01 11:04 | Report Abuse

Yorrr Buy 0.30 is coming...Property stocks heated up for big rally driven by the Revival of Forest City...

Posted by nemesis > 2023-09-01 11:11 | Report Abuse

For Avaland, the remaining launches like Alora Residences, Amika Residences, Aetas Taman Desa and Aetas Seputeh KL and Anja Residences Bangi should lift up Avaland's unbilled sales to at least 1.8 bil unbilled sales into next year providing explosive growth and high EPS ahead...Avaland aka MCT should return to its former glory...

Posted by nemesis > 2023-09-01 16:27 | Report Abuse

0.265 already...moving steadily to test 0.30 resistance level by next week...Avaland has innovative products and design to offer to house buyers I believe all their launching will sell like hot cake and position its brand standing tall with the Big Boys like Mahsing, LBS and Ecoworld as its major shareholder is AYALA Land, a property conglomerate giant in the Philippines...Reiterate BUY with fair value of 0.50

Posted by nemesis > 2023-09-01 19:45 | Report Abuse

https://www.starproperty.my/news/featured-developments/2fifth-avenue-a-masterplan-of-urban-eco-lifestyle/125486

Posted by nemesis > 2023-09-01 19:54 | Report Abuse

This 5 billion crown of the jewel flagship project as known as 2fifth Avenue by Avaland is the greatest catalyst to position Avaland to the forefront of Property landmark in USJ setting Avaland to explosive growth in the near term...Alora Residences is the first phase of 2fifth Avenue that should sell like hot cake to the serious buyers...There is exciting future charted for Avaland from Ayala Land to position it as the next prominent developer in Msia supported by its innovative products...Reiterate BUY!!!

Posted by nemesis > 2023-09-13 10:30 | Report Abuse

https://theedgemalaysia.com/node/681034

Posted by nemesis > 2023-09-20 15:28 | Report Abuse

Total unbilled sales should reach estimate 1.3 bil for 2023 financial year end supported by strong take up rate of Alora Residences and coming Amika Residences...these properties are located in sought after location in Subang Jaya...Avaland is set to propel to explosive growth driven by its good management and exciting products...

Posted by nemesis > 2023-09-21 09:27 | Report Abuse

Property stocks are gaining strength gradually...Soon all will be lifted high as construction and property sector Revitalised riding on HSR development...As for Avaland, it is ramping up aggressive new launches that should increase its total unbilled sales to all time high...

Posted by sweetpotato > 2023-10-10 15:49 | Report Abuse

despite the strong unbilled figure, its cost management is not convincing. GP is fluctuating.

Posted by roger3210 > 2023-11-20 11:15 | Report Abuse

avaland parent co, ayala land registered strong QR in Q3, doest that mean avaland coming Q3 qr going to be strong like parent ?

Posted by carimakan > 2023-11-22 12:24 | Report Abuse

tq for sharing .. mau invest sini skit

Posted by roger3210 > 2023-11-22 17:25 | Report Abuse

Avaland Q3 registered the highest revenue and profit in this few years but doesn't necessarily mean share price will go up

Posted by Val-Elta > 2023-11-22 17:59 | Report Abuse

Fundamentally Avaland is there. 1.18 EPS x 4, 4.72 annual eps.

Current share price, is just 5.4 PER
Not to mention NAPS of 62 cents.
Unbilled sales is reported at 867million so current EPS is maintainable


But generally in bursa, investors quite short term mindset, take early profit or cut loss.

If you ask me, why would anyone sell the share at more than 50% discount to NAPS and trading at 5.4x PER

Problem with the share price is more towards current shareholders that's selling easily, or want quick in quick out to be honest

Posted by snowy1 > 2023-11-22 18:17 | Report Abuse

2023 Q3 report: Revenue 156mil, profit 17.2mil. Outstanding results!

Posted by Val-Elta > 2023-11-22 18:28 | Report Abuse

But to be honest, that's also the market la, can't really avoid the traders or speculators.

Hopefully, with much improved fundamentals AND Avaland turning operational cash flow positive, there will be higher percentages of investors that values it properly, which will support a good share price.

I think they just need to get some of those 'analysts' to cover the stock and bring it to attention more and it'll be properly valued.

Posted by roger3210 > 2023-11-22 19:37 | Report Abuse

its parent company, Ayala Land about to breakout from 30 peso

Posted by nemesis > 2023-12-05 10:44 | Report Abuse

The Appointment of Mr Appolo Bello Tanco as Executive Director and Resignation of Mr Teh Heng Chong is sending a signal that Ayala Land is determined to make this Avaland a full fledged Philippines Property Giant bringing in extensive experts and talents and investment skills from the Philippines...Avaland is the next Big Thing To Come...

Posted by George99 > 2023-12-06 11:44 | Report Abuse

Nemesis :Boleh sampai MYR .88 ker....?

Posted by George99 > 2023-12-08 13:35 | Report Abuse

Limit up bila ni..... Sudah Profit pun x limit up lagi.....

Posted by George99 > 2023-12-11 11:03 | Report Abuse

Limit up liao....... HSR coming...