Posted by batman11 > 2017-05-19 10:12 | Report Abuse

Got new research paper? I read one of Maybank's which provided very good justification Tambun is worth investing. How to update it on this website?

Posted by batman11 > 2017-05-19 10:14 | Report Abuse

http://tambunindah.investor.net.my/wp-content/uploads/2017/01/Tambun_Maybank_Initiate_170110.pdf

Posted by chanyh > 2017-05-19 10:51 | Report Abuse

Share price dropped today. Is it previously the share price keep on move up slowly and reach it's fair value? /.\

Posted by nikicheong > 2017-05-19 11:55 | Report Abuse

Nice, come down to RM1.42 please.

Posted by chanyh > 2017-05-19 13:16 | Report Abuse

Would accumulate again if go back to around 1.42 :-)

Posted by batman11 > 2017-05-19 13:28 | Report Abuse

Impossible to go around 1.42, most likely 1.49 is alrd a support

Posted by chanyh > 2017-05-19 14:11 | Report Abuse

yeah.. agree with you

Posted by batman11 > 2017-05-19 14:13 | Report Abuse

+1

Posted by nikicheong > 2017-05-19 14:46 | Report Abuse

You underestimate the impatience of mankind. Patience, is a virtue. If not here, then a bargain is to be had elsewhere, if only you were to wait.

Posted by batman11 > 2017-05-19 15:52 | Report Abuse

Haha nikicheong please continue to wait durian jatuh ya. But I do agree the psycho of trade la, today a lot of impatient people doing profit taking

Posted by WiseVictor > 2017-05-19 15:56 | Report Abuse

steady, this counter never disappointed me =)

Posted by nikicheong > 2017-05-19 16:38 | Report Abuse

Problem with Tambun is near term it is still very shaky. Look at their unbilled sales and new launches for 2017. The reward will only come in 2018-2020, so I'm in no hurry. I wait for a bargain or look elsewhere. Opportunities abound.

Posted by Andry007 > 2017-05-19 16:39 | Report Abuse

why PE so so low and nobody want it? funny

Posted by batman11 > 2017-05-19 17:08 | Report Abuse

Large trading volume today 2,258,300

Posted by nikicheong > 2017-05-19 17:47 | Report Abuse

PE is such a useless metric. Look at PB in conjunction with ROE (together they get you PE).

Posted by 吹又起 > 2017-05-19 18:47 | Report Abuse

Tambun-w ex.
Ppl 需要用到钱耒换母股，所以赫到大家了。
安。

Posted by batman11 > 2017-05-19 20:27 | Report Abuse

Really? How it works?

Posted by 吹又起 > 2017-05-19 23:31 | Report Abuse

nikicheong
Nice, come down to RM1.42 please.
19/05/2017 11:55
---------------------—---------------------------------------------
RM1.42是可能发生的事。
但是，
等我们把钱赚了先，然后收了七分钱的dividen后。
再去旅行，把人生享受了。
回耒要再买tambun的时候，那时 RM1.42 就会发生了

Posted by Wong Wang > 2017-05-19 23:37 | Report Abuse

Nikicheong, tambun shera不适合你。
Iwcity, 好些

Posted by batman11 > 2017-05-19 23:58 | Report Abuse

Hahaha fun

Posted by Bullorbear777 > 2017-05-20 21:15 | Report Abuse

1.49 is very near to 1.42, 7 sen only
Please push down to 1.42, bullets ready

Posted by 吹又起 > 2017-05-20 23:19 | Report Abuse

Bullorbear777 1.49 is very near to 1.42, 7 sen only
Please push down to 1.42, bullets ready
20/05/2017 21:15

………………………………………………………………………………

No problem.
把电话号码留下耒，下到 RM1.42 的时候。
我叫 Teh Kiak Seng 打电话提醒你买入。

菜鸟一支，那有人买 RM1.42 的。
RM 1.38 to RM 1.40 才是买近的price.

有空再再教你，别再再乱讲话了。

Posted by Bullorbear777 > 2017-05-20 23:30 | Report Abuse

Do I look like I care, if you can push until 1.38 or below, I am more willing to sapu

Posted by 吹又起 > 2017-05-21 12:07 | Report Abuse

Ask teh kiak seng push until 1 cent. U cepat cepat sapu, ok ?
Stupid.

Posted by batman11 > 2017-05-21 13:59 | Report Abuse

Rumour tomorrow up 7 cents ...

Posted by nikicheong > 2017-05-21 16:00 | Report Abuse

LOl, those that trade on tips and rumours will not last in these markets...

Posted by batman11 > 2017-05-21 18:38 | Report Abuse

Hahaha

Posted by batman11 > 2017-05-21 18:38 | Report Abuse

I just want to tease those dreamers who are anticipating 1.42

Posted by Bullorbear777 > 2017-05-21 18:54 | Report Abuse

Who is dreamer? I bet tomorrow will drop 7 sen

Posted by Phifia Allan > 2017-05-22 00:18 | Report Abuse

Bullorbear777 is big dreamer

Posted by Wong Wang > 2017-05-22 08:47 | Report Abuse

Bullorbear, 1 cent coming

Posted by batman11 > 2017-05-22 10:10 | Report Abuse

Haha

Posted by batman11 > 2017-05-22 10:44 | Report Abuse

Sell stocks before even receiving a dividend ...

Posted by Bullorbear777 > 2017-05-22 16:09 | Report Abuse

3 cents, 4 to go

Posted by nikicheong > 2017-05-22 16:28 | Report Abuse

Eh why suddenly so many people follow me to wait for RM1.42?

Posted by Bullorbear777 > 2017-05-22 17:19 | Report Abuse

1.42? I'm waiting for 1.38 or lower

Posted by batman11 > 2017-05-22 18:46 | Report Abuse

Haha

Posted by batman11 > 2017-05-23 16:28 | Report Abuse

It stabilised at 1.46 now, the queue show sign it climbing up soon

Posted by nikicheong > 2017-05-23 21:47 | Report Abuse

Patience. The downtrend can last for a month or two. There are no catalysts, but with this kind of a balance sheet and profit margins....eventually Tambun Indah will hit gold. I can see it double/triple by 2020, but it does need some strong catalysts.

Penang MTP can be a catalysts. New landbank (Penang or outside) will be a catalyst. Improvement in real estate sentiment also good.

Posted by nikicheong > 2017-05-23 22:42 | Report Abuse

Read the report again. There is only 200 something acres left, and due to complete by 2022. That's one reason Tambun is trading at a discount, cause after 2022 then what? The company since 2013 say it wants to increase landbank. Soon property prices recover, land won't be cheap anymore. They don't have much of a window left.

Posted by batman11 > 2017-05-23 23:32 | Report Abuse

Still the land and property values would be within affordable range. Batu Kawan land price is now expensive, and Pearl City still offer better range for the middle class.

Posted by batman11 > 2017-05-24 16:11 | Report Abuse

Stabilised at 1.50

Posted by th5290 > 2017-05-24 18:24 | Report Abuse

Target price 1.65.

Posted by shortinvestor77 > 2017-05-24 21:20 | Report Abuse

1.57-1.60, should be able. 1.65 not sure.

Posted by 吹又起 > 2017-05-24 21:49 | Report Abuse

Welcome 1.48 .
Big dreamer, so sad.

Posted by batman11 > 2017-05-24 22:10 | Report Abuse

Assume 2 cents dividend for November, it would be 9 cents total this year. By 5% expected rate of return the DDM fair price is RM 1.80. Surpassing RM 1.60 is almost a certainty because RM 1.60 is still giving us a 12.5% margin of safety.

Posted by 吹又起 > 2017-05-24 22:44 | Report Abuse

Wow. 发了。

Posted by Ryan88 > 2017-05-24 23:50 | Report Abuse

should give more dividend
hhaa

Posted by 吹又起 > 2017-05-25 08:43 | Report Abuse

Gila

Posted by batman11 > 2017-05-25 09:41 | Report Abuse

Ok, November give you 3 cents