Posted by InvestorSpecialist > 2014-10-30 12:37 | Report Abuse

I have told u all to hold it until end of this year.... Show time just begin....

Posted by InvestorSpecialist > 2014-10-30 12:38 | Report Abuse

Before next year CNY of 2015 , u all will be very very super happy if u still have it with u....

Posted by cheahzet > 2014-10-30 13:23 | Report Abuse

InvestorSpecialist ...
May i know what is the reason behind you are so confident on this stock ?
u have any insider news ?

Posted by ratava > 2014-10-30 15:31 | Report Abuse

There is no such things eg. insider news. It's just that this counter has long been inactive and still undervalued.

Posted by kenken85 > 2014-10-31 10:07 | Report Abuse

http://klse.i3investor.com/blogs/rhb/62925.jsp

Posted by beso > 2014-10-31 10:31 | Report Abuse

one day show over

Posted by forsight > 2014-11-02 02:00 | Report Abuse

imagine you own a mall bigger than mid valley... imagine the rental income you can generate year after year after year after year after year...

Posted by sosfinance > 2014-11-04 10:44 | Report Abuse

IOIPG drop from the first day it requoted on early Jan, from RM3.50 to RM2.50 in about a month plus, and then move side way until early Sept up from RM2.40 to RM2.76 on 19 Sep 2014, where the world market corrected, and now rebound back to RM2.76 testing its Sep high. If it can convincingly past through this resistance, I think it can go to the next level of RM2.90 easily, provided EPF do not continue to sell, like what the did in Jan.

IOIPG, is the strongest property stocks in the KLSE. Good DY, strong growth, great margin and strong cash flow, it deserve to be at PE of 20-25x with its growth expectation.

Posted by mastermarcus > 2014-11-04 15:24 | Report Abuse

bye bye all.

Posted by cavino > 2014-11-04 17:07 | Report Abuse

Ooi, although going up is good due to the Putrajaya properties news, to hit above RM3 with overall property market on the downward spiral along with uncertainty of oil price war and US global economic effect, is abit hard to swallow.....and you can bet EPF WILL SELL big time again when price hit high level again....they never disappoint in that expectation. If not how to maintain over 6% interest (so it is good for EPF and out pension saving).

Posted by mm310 > 2014-11-04 17:34 | Report Abuse

entering into an overbought region now!

Posted by ratava > 2014-11-05 11:03 | Report Abuse

Where's your 'overbought' theory came from? It's sounds misleading. =.=

Posted by Superb99 > 2014-11-05 16:29 | Report Abuse

no doubt, it is a solid counter

Posted by Secret_Investor > 2014-11-06 12:31 | Report Abuse

great that i accumulated at 2.5 :) ... awesome .. now let's sit and watch it fly

Posted by vews08 > 2014-11-06 21:11 | Report Abuse

Seem like price will continue to fly. Target RM3.50 as ioi management start to purchase their own share . Price will be continue to shoot up.

Posted by reach_rich > 2014-11-07 08:16 | Report Abuse

very good share!

Posted by cavino > 2014-11-07 13:38 | Report Abuse

If you notice the announcement, you will notice IOI has been purchasing their own share all along since the beginning, so how can price shoot up when they "start" purchasing again...

Posted by sosfinance > 2014-11-09 10:53 | Report Abuse

If we compare IOIPG with SPSetia, UEMSunrise & IJM Land, the P/BV, IOIPG is only 0.80x, while the rest is 1.2x to 2.4x. (mid is 1.8x). So, from the perspective of P/BV, IOIPG looks attractive and has room to move higher. Even to move up to 1.2x, IOIPG has about 50% upside.

As for PE, it is the lowest currently. at the moment, its PE is about 8.7x, vs the rest is 10x to 36x.

More importantly, it is gearing is low, growth is good, DY is about 3%, Profit margin is better than the rest (due to land was bought long time ago). I believe, this stock (although in a boring sector, i.e. Properties) is worthwhile to buy and keep for 3-5 years and expect a return of at least 15% p.a.

It is a Syariah stock, and among other properties company, I believe, it is not difficult for analyst to justified a BUY call, and the latest TP is RM3.38 (as reference). Lately it moved up from around RM2.48 to RM2.78, taking a breather at the moment. Hope it got more legs.

Posted by jeffon > 2014-11-11 09:48 | Report Abuse

what happen?

Posted by ABC1234 > 2014-11-11 09:53 | Report Abuse

Right issue

Posted by jeffon > 2014-11-11 11:05 | Report Abuse

got right issue?

Posted by GoldenShares > 2014-11-11 11:18 | Report Abuse

low gearing still call for right issue

Posted by ABC1234 > 2014-11-11 11:20 | Report Abuse

one new share for every six shares at RM1.90.

Posted by kwl8888 > 2014-11-11 12:10 | Report Abuse

seems market are not welcome the right issue proposal

Posted by Insider_Tips_81 > 2014-11-11 12:15 | Report Abuse

drop to around RM2 possible?

Posted by 8stars > 2014-11-11 12:22 | Report Abuse

No sweetener for the Rights Issue. Epf also keep disposing.

Posted by ratava > 2014-11-11 14:38 | Report Abuse

Please check the history of counters after declared rights issue, eg. Armada, IBhd and you will have some ideas to do next.

Posted by vews08 > 2014-11-12 09:50 | Report Abuse

Good stock , should be able to rebound soon to 3.00 in next month

Posted by mm310 > 2014-11-12 22:06 | Report Abuse

game over for now?

Posted by mastermarcus > 2014-11-12 22:35 | Report Abuse

It ll drop to price around rm2.20.

Posted by gray > 2014-11-12 22:39 | Report Abuse

wth.... listed not too long ago asking for rights....wtf

rubbish

Posted by nltong > 2014-11-12 23:41 | Report Abuse

Few years ago I got experience ioicorp right issue RM2.90 but no effect somemore got untung.. This time hopefully ok..

Posted by sosfinance > 2014-11-13 10:48 | Report Abuse

Whenever IOIPG move up, EPF is selling. I suppose they got a lot of IOIPG from IOICorp due to previous restructuring and it would show a profit in their portfolio.

Posted by LIAUSAN > 2014-11-15 14:06 | Report Abuse

I Don't know what you mean ?

Posted by Fatso8 > 2014-11-15 22:20 | Report Abuse

One thing I notice is the boss buys back at every interval to support the price but share price very rubbery.

Posted by GoldenShares > 2014-11-16 15:51 | Report Abuse

Sleepless in Singapore

The IOI group which went there early still has a number of projects that have yet to be marketed fully. It may face some challenges there. Relisted in January this year, IOI Properties Group Bhd has several projects there on a joint venture basis.

Although it is not a late entrant there, it had a different strategy from other Malaysian developers because it wanted to use Singapore as a platform for its overseas ventures. Also, unlike other Malaysian developers who concentrated on one project at a time, it has several on going simultaneously. Checks with several sources provide some indication of IOI Properties’ exposure. IOI Corp Bhd group public relations department did not answer questions emailed to them.

Says a source: “On Jan 16 2012, Singapore’s Housing Development Board (HDB) released a 262,828 sq ft plot in Jalan Lempeng. IOI Corp secured the site with the highest bid of S$408mil, winning against eight bids, with a second placed bid of S$360.97mil and third placed bid of S$333.78mil.

“That worked out to a cost of S$554.4 per sq ft per plot ratio (psf ppr). Analysts had estimated a break-even cost of S$854 to S$974 psf ppr.”

While there was good response in the earlier marketing of that project - The Trilinq - interest wanned. Developer Clementi Development Pte Ltd, an entity held under IOI Properties, marketed the 755-unit project between S$1,190 and S$1,850 psf. The project is under construction and is expected to be completed in 2017. It is less than 30% sold.

The group also partnered with Ho Bee Investments Limited on a 50:50 basis to develop Seascape, comprising 151 exclusive waterfront homes with seaviews to the Southern Islands and the South China Sea. Ho Bee, established in 1987, has built a portfolio of residential, commercial, industrial and mixed-use properties. It is also a key player in the Singapore property industry and has been listed on the Stock Exchange of Singapore since 1999.

That site was purchased in March 2007 for S$459mil, or at about S$1,360 psf on per plot ratio.

Completed in 2010, it is estimated about a third of the 151 units have been sold since its launch in 2011 at an average price of S$2,600 psf, a source says.

In January 2008, IOI group also purchased a site - known as The Pinnacle Collection in Sentosa Cove, where the current Cape Royale is located - for S$1.097 bil, or S$1,822 psf per plot ratio. IOI has a 65% stake and Ho Bee, 35%.

Sentosa is currently selling at between S$2,000 and S$2,200 psf, which may not be attractive for a developer like IOI Property.

A property consultant estimates that IOI Properties may be looking to sell at about S$3,000 per sq ft. Breakeven will be around S$2,500 psf. So IOI should target to sell near S$3,000 psf. However, Sentosa, at the moment, cannot command this type of price level.

“Recent transactions for similar luxury condominiums in Sentosa are trading at S$2,000 to S$2,200 psf. Cape Royale was completed last year and is currently in the market for rent only,” says the consultant.

IOI Properties also had a joint venture mixed development with City Developments Ltd on Beach Road known as South Beach, a RM4bil mixed development designed by renowned architect Sir Norman Foster which includes commercial, hotel and residential components.

Its venture with Kim Seng Heng Realty Pte Ltd to develop Cityscape @ Farrer Park, a freehold 30-storey development comprising 250 units in District 8, with close proximity to Orchard Road and the Central Business District, had a happier ending.

In a statement to Bursa in 2008 when it purchased the Cape Royale site, IOI Properties Bhd (the entity that was delisted a year later), had in mind to diversify its existing land-bank, which was then all located in Malaysia (save for the joint venture with Ho Bee for Seaview) in 2007.

In a 2008 filing, IOI Properties said they had chosen Singapore as a platform for the Group’s regional diversification as Singapore properties are presently one of the most sought after in the region.

“In particular, IOI Properties has chosen to focus on development lands within the renowned Sentosa Cove area as IOI Properties’ association with luxury landmark developments ... will enhance the company’s brand name and reputation as a luxury quality homes developer not only in Malaysia and Singapore, but also in the larger South-East Asia region, which in turn can be used to the Group’s advantage in its regional diversification plans,” the filing said.

That acqusition would also enable the property group to diversify its property development earnings - which were mainly derived from the group’s township developments in Puchong and Johor - to include a myriad of smaller-sized niche developments in choice locations, the filing said.

The group rationalised that these smaller-sized developments would also typically have a faster development timeframe or ‘turn-around cycle’.

IOI group’s property division, with assets total

Posted by andylee1919 > 2014-11-17 15:19 | Report Abuse

I think IOI Prop is too ambitious especially in Singapore segment.

Posted by GoldenShares > 2014-11-17 15:38 | Report Abuse

一般上，上市公司在IPO後的1、2年內，資金應該相當充裕，大多不會好意思再向股東伸手要錢的，但近年來卻接二連三發生上市公司上市不足1年就打算再發附加股籌資的事件，令不少股東看了直搖頭。



就好比今年初才上市的IOI產業（IOIPG，5249，主板產業組），日前宣佈擬以6配1方式配售5億3千983萬5千787附加股，預計從中籌資10億2千570萬令吉作為資本開銷與投資等用途，讓令不少股東嚇了一跳。



聽到市場質疑聲浪，IOI產業管理層急忙跳出來解釋，這是因為公司IPO並未籌措任何資金，而是作為IOI集團（IOICORP，1961，主板種植組）股息派發給股東，因此自然需要籌資來支撐基礎建設和投資產業建設工作。



這樣聽來，發售附加股計劃似乎合情合理，但股東需瞭解IOI產業的負債比少於0.15倍，分析員以0.5倍最高淨負債比為準，IOI產業即可籌措高達39億令吉，舉債空間巨大，何需向股東攤大手板要錢。



也許是管理層考量國家銀行明年可能升息，為節省利息支出，甚至是為未來併購或發展提前儲備銀彈，但上市不到1年，股東還沒看到甚麼成績，就需再掏錢出來，於情於理似乎說不過去。



根據公司說詞，此次以高折價1令吉90仙（時市價約2令吉60仙）發附加股，也算是讓股東可以進一步“廉宜地”參與公司的機會。



其實，上市公司表現好，股東自然心甘情願掏錢出來，但甚麼成績都沒看到，就急著向股東拿錢實在太沒道理。

Posted by Fatso8 > 2014-11-18 20:41 | Report Abuse

Boss still buying to support. No footing yet

Posted by RichTrader999 > 2014-11-24 19:53 | Report Abuse

Buy buy buy

Posted by cockroach > 2014-11-26 13:40 | Report Abuse

Oh my god! Alamak~!

Posted by mastermarcus > 2014-12-02 22:03 | Report Abuse

Very good price to get some.

Posted by jeffon > 2014-12-05 14:59 | Report Abuse

Go Go Go!!!!

Posted by Lim Elson > 2014-12-05 16:39 | Report Abuse

half day offer....

Posted by paulthesotong > 2014-12-05 20:27 | Report Abuse

Taipei 101 is yours 4 rm2.7b at 37% stake.

Posted by vews08 > 2014-12-06 09:55 | Report Abuse

Buy, target price RM3.10

Posted by cockroach > 2014-12-07 19:57 | Report Abuse

Buy Taipei 101. Hahaha... Is it 101=IOI.... Funny... Very funny

Posted by ABC1234 > 2014-12-08 11:53 | Report Abuse

Jonatlau, if u set up a business with cost of $100 and will get profit $10 per year. Are you willing to sell your business to me at $100? Purchase consideration has to include cost, value appreciation, future cash inflow and other opportunity cost.

Posted by Up_down > 2014-12-08 12:39 | Report Abuse

No way for Ting Hsin to bought such a cheap price without involving of political connection. Ting Hsin used to be the blue eye boy or cronny of Taiwan president.

Posted by EasyInKlse > 2014-12-09 11:17 | Report Abuse

ioi buy 101....... Is good ....if this deal done .....we all can go 101 there and sit at 101 have a nice view ......kekeke