Posted by pinetree88 > 1 month ago | Report Abuse

Nice chart today... Hope can test 0.40 next wk. Looks finally broke out after 2 wks accumulation at 0.31-32 level..

Posted by leokoo > 1 month ago | Report Abuse

I'm concerned over Avaland's debts :( any thoughts, folks? Avaland has negative cashflow from operations (CFFO) and is being propped up by Ayalaland's money to the tune of RM 500 mil.

Posted by Fundamental Trader > 1 month ago | Report Abuse

DEBT/EQUITY < 0.5 SAFE.
LAST Q FCF +VE OK

Posted by nemesis > 1 month ago | Report Abuse

In terms of Debts and financial cashflow, do not worry as Ayala Land will always provide strong financial support to Avaland as parent company...

Posted by BursaKakis > 1 month ago | Report Abuse

Avaland tops out Casa Embun Phase 1 in Cybersouth
https://www.edgeprop.my/content/1908811/avaland-tops-out-casa-embun-phase-1-cybersouth

Posted by MrFox > 1 month ago | Report Abuse

so what does it mean?

Posted by Bull13 > 1 month ago | Report Abuse

Means completing a good job within time

Posted by Bull13 > 1 month ago | Report Abuse

Avaland another very solid construction & property co. Undervalued

Posted by pang72 > 1 month ago | Report Abuse

Philippines taikons!!

Posted by wbuffet2 > 1 month ago | Report Abuse

Look if the major shareholder, Ayalaland has fullest confidence in Avaland by providing shareholder's advance......and if the major shareholder is prepared to "invest" another RM500m........what has an ordinary shareholder like us got to lose!

This itself is a queue that the latter will shoot up 2X to 4X from current level in near term.

Posted by nemesis > 1 month ago | Report Abuse

It is a 1.00 share in years to come soon...Taiko is Ayala Land!!! Pls google how massive the company is...

Posted by pang72 > 1 month ago | Report Abuse

RHB Investment Research Reports
Avaland - Charting a New Chapter

rhbinvest
Publish date: Wed, 27 Dec 2023, 11:49 AM
MYR0.40 FV based on a 60% discount to RNAV. After undergoing a major operational restructuring, Avaland’s earnings and profit margin have improved substantially since two quarters ago. The company is now led by a group of experienced management team and board members who understand the Malaysia property market well. The right products and strategies should drive strong earnings momentum ahead.

Posted by pang72 > 1 month ago | Report Abuse

40c before next Good QR out!

Posted by Bull13 > 1 month ago | Report Abuse

Yes. 40s very near term.

Posted by pang72 > 1 month ago | Report Abuse

Our Company
Ayala Land is the largest property developer in the Philippines with a solid track record in developing large-scale, integrated, mixed-use, sustainable estates that are now thriving economic centers in their respective regions.

Following the success of the Makati Central Business District (Makati CBD), Ayala Alabang, Cebu Park District, Bonifacio Global City (BGC), and Nuvali, we continue to increase our footprint by building estates that reach and benefit more people.

With 12,483 hectares in our land bank, 30 estates, and presence in 57 growth centers across the country, we offer a balanced and complementary mix of residential developments, shopping centers, offices, hotels and resorts, and other businesses. Construction and property management services are led by subsidiaries, Makati Development Corporation, and Ayala Property Management Corporation, respectively.

Posted by pang72 > 1 month ago | Report Abuse

Largest property developer in Philippines.
I will say, it is safe in this company

Posted by BursaKakis > 1 month ago | Report Abuse

Avaland Revenue Visibility Clear With Sizeable Project Launches
https://www.businesstoday.com.my/2024/03/14/avaland-revenue-visibility-clear-with-sizeable-project-launches/

Posted by xuxu > 1 month ago | Report Abuse

pang72 you are here hehe. Buying the same stock again, good stock and up gradually and worth to wait

Posted by pang72 > 1 month ago | Report Abuse

Xuxu
You earns money in YTL...
You will earn money in Avaland.. The largest property developer ever in Philippines..... expanding arm to Malaysia

Posted by pang72 > 1 month ago | Report Abuse

Valuation
The house ascribes a RNAV-derived fair value of RM0.50 based on 25% RNAV discount (in line with the discount ascribed for our small-mid cap property coverage). The stock is trading at an attractive 0.5x PBV, as compared to 0.8x among others small-mid cap property peers.

BY PHILIP

Posted by Bull13 > 1 month ago | Report Abuse

Yes. 50s is not a proble. Hugely undervalued. May declare dividend next Quarter

Posted by pinetree88 > 1 month ago | Report Abuse

Avaland has broke recent high but price still have not broke out higher like powerwell. Initially both have similar charts until powerwell surged past 0.32 and goto 0.395 in 2 days. Was expecting Avaland to hit 0.39-40 this wk but guess have to wait next wk.

Posted by nemesis > 1 month ago | Report Abuse

Most analysts have started to call for a BUY on Avaland due to increasing unbilled sales that can easily surpass 1.5 bil this year

Posted by nemesis > 1 month ago | Report Abuse

Seem like breaking out anytime soon!

Posted by Bull13 > 1 month ago | Report Abuse

Property overhang clearing up...demand for property has picked up.

Posted by Bull13 > 1 month ago | Report Abuse

https://www.klsescreener.com/v2/news/view/1294171

Posted by KingKKK > 1 month ago | Report Abuse

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Posted by nemesis > 1 month ago | Report Abuse

Seem like breaking out anytime soon...veryy strong buying support to hit 0.40 soon...At 0.365 it is still undervalued!

Posted by nemesis > 1 month ago | Report Abuse

Is 0.40 reaching soon?

Posted by BursaKakis > 1 month ago | Report Abuse

Avaland tops out Aetas Damansara at Persiaran Tropicana
https://theedgemalaysia.com/node/706020

Posted by SyedZZ > 1 month ago | Report Abuse

Drop byk pula hari ni

Posted by nemesis > 3 weeks ago | Report Abuse

Big rebound today to test 0.40 soon

Posted by nemesis > 2 weeks ago | Report Abuse

Volume getting inflated...Strong buying support i guess they are gonna push up the price to reflect its improving fundamental and stronger financial performance ahead...

Posted by Jonathan Keung > 1 week ago | Report Abuse

Sea of red.war jittery hitting all markets. only gold , oil and USD up .if Israel start attacking and retailiation on Iran . Whole situation worsen. Iran is not Syria or Lebanon. iran is the big brother in the Middle East

Posted by wbuffet2 > 1 week ago | Report Abuse

Never lose your capital. Side line first before it's too late.

Posted by wbuffet2 > 1 week ago | Report Abuse

If Israel retaliates, likely it will dip below 30 sen and may test the support level of 26 sen

Posted by Starisborn > 1 week ago | Report Abuse

In a period with great uncertainties....it is not wrong to be prudent to take profit or even cut losses.

Posted by Val-Elta > 1 week ago | Report Abuse

While taking into account the short term negative risks, don't forget your long term positive risks also ya. The recent property index ballooned a lot of other property counters share price too, however, most of them are not supported by EPS. Which naturally should come down, however Avaland has fundamental support.

Key mid term positive risks
Next week - Annual Report published, may give insight to sales of their projects, additional plans for the year.
Next month - Quarterly result announcement, if a 2 cent EPS can be maintained, (which is expected, because their ongoing billable projects is still not in tail end, can say at peak billable state actually for the upcoming 1, 2 more quarters), you'll still have a company that'll give EPS of 8 cents per year. PE 5 even at 40 cent share price.
Amika sales - From official sources APDL just released in March and Avaland finalizing the SPA from bookings in March, from unofficial channels, sales already reach 50+% level. If these sales were not booked into unbilled sales before (due to SPA and APDL not ready), there could be an additional of unbilled sales over 200m just from Amika alone for the upcoming quarter announcement. However, it's also possible that Avaland have booked these sales also, and this event will not add too much to unbilled sales

Posted by Val-Elta > 1 week ago | Report Abuse

As long as quarterly EPS of 2 cents per share is maintained, and can be sustained for the next 2 quarters, long term outlook is still there for this share, people who de-risk now, would provide a good entry point for others, provided your trading plan revolve around at least quarterly basis.

Posted by wbuffet2 > 1 week ago | Report Abuse

OMG, Israel retaliates....😰

Posted by stainlyho37 > 5 days ago | Report Abuse

watch out.!.good time to collect..???

Posted by nemesis > 5 days ago | Report Abuse

Regret din buy at 0.305 last Friday..

Posted by stainlyho37 > 4 days ago | Report Abuse

can it break 0.345 today....??..looking at 0.375..

Posted by haziqaz > 2 days ago | Report Abuse

Pengarah Urusan Spritzer Bhd Datuk Lim Kok Boon & Cheah Mean Har diarah bayar penalti sivil RM2.015 juta kepada SC atas dakwaan ‘Insider Trading’

https://thecorporatessecrets.com/blog/2024/04/23/pengarah-urusan-spritzer-bhd-datuk-lim-kok-boon-cheah-mean-har-diarah-bayar-penalti-sivil-rm2-015-juta-kepada-sc-atas-dakwaan-insider-trading/

Posted by Val-Elta > 2 days ago | Report Abuse

this Lim Kok Boon case is in 2012 one, if you read the news in full detail. When MCT is GW Plastics, also Lim Kok Boon do not hold senior management/directorship in Avaland/MCT/or even top 30 shareholders for a long time d..

So actually this news no relevance at all ya.

Posted by Val-Elta > 2 days ago | Report Abuse

Lim Kok Boon stop being related to MCT in 2018/2019 already. So Haziqaz, maybe your intention is good, but if you read it properly and summarized/understand in full, you will know it's not worth to mention ya.. appreciate your intention, but your post don't add value unfortunately