AVALAND BERHAD
KLSE (MYR): AVALAND (5182)
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Last Price
0.36
Today's Change
0.00 (0.00%)
Day's Change
0.35 - 0.36
Trading Volume
2,209,200
Major Holders Breakdown
Current Holdings
Name
No. of Shares
Percentage
DATO TING HENG PENG
12,000
40.00%
DATO TING HENG PENG
12,000
40.00%
DATO TING HENG PENG
12,000
40.00%
Historical Transactions
| From | To | Type | No. of Shares | Min Price | Max Price |
|---|
Discussions
4 people like this. Showing 50 of 3,126 comments
Avaland tops out Aetas Damansara at Persiaran Tropicana
https://theedgemalaysia.com/node/706020
2 months ago
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...
1 month ago
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
1 month ago
If Israel retaliates, likely it will dip below 30 sen and may test the support level of 26 sen
1 month ago
In a period with great uncertainties....it is not wrong to be prudent to take profit or even cut losses.
1 month ago
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
1 month ago
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.
1 month ago
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/
1 month ago
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.
1 month ago
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
1 month ago
Annual report review.
Another forumer from klse screener say 'cold eye' Fong Si Ling became top 30 Avaland shareholder in the latest AR.
There is a Fong SiLing with 20 million Avaland shares in the top 30, but not really sure if it's really him or someone else with similar name.
Besides him, if you review the top 30 shareholders, also can see a lot more funds in there as well.
1 month ago
More and more institutional funds are getting onboard Avaland...I notice small cap fund also invested...Ayala Land will surely take Avaland higher n higher as they are BIG, really massive!!
4 weeks ago
With an estimate Market Capt of 54 billion, it is even larger than all the top 10 property developers combined...I believe in in coming years Avaland will stand tall together with the Big Boys like Mahsing, Ecoworld, Spsetia, Sunway, Sime property and etc...
3 weeks ago
It has just begun...powerful rally to 0.40 soon...EPS is projected to rise up in coming qtrs fin results
2 weeks ago
I'm still here, if able to maintain 36-38 cents for this next 5 trading days + supported by good quarter result announcement, it will break 42 cents by end of the month
2 weeks ago
As spoken before also, in April, don't let short term fear force you into sales, and you ignored the long term positive risks.
2 weeks ago
To me it is worth at least 1.00 in the future as Ayala Land is massive enough to propel Avaland to be one of the best developers in Msia...
2 weeks ago
Nemesis, I won't be so optimistic about RM 1 yet at this moment, too far off, and it'll need EPS of 10-15 cents per annum to fundamentally support that share price.
I'll take it QoQ and see how it goes. If they keep meet my expectations, and there's no better shares to buy, I'll stay on.
But finally after so many years, it's getting the widespread attention it deserves with calls from RHB, AMINVEST that got published in major newspapers too.
IF this is supported by an outperform/better QoQ EPS announcement next week, then it'll be the most optimum scenario.
2 weeks ago
Most of their products launching are very innovative and selling like hot cakes...very strong management team from Philippines and Ayala Land is ambitious to propel Avaland higher...
2 weeks ago
So far, looks ok, we've past T3 and share price still around 39 cents.
Quarter result announcement coming up this week too.
Lets see if can reach 45 cents or not by end of the month.
2 weeks ago
Quarterly Fin Results is releasing soon which is expected to propel its EPS to new high...Buy
1 week ago
Avaland is set to be the next growth stock in the property sector...it makes sense to acquire as much as you can before it becomes reality...
1 week ago
nemesis Quarterly Fin Results is releasing soon which is expected to propel its EPS to new high...Buy
23/05/2024 9:44 AM
Y24Q1 PAT 21,173
Y23Q4 PAT 37,522
Y23Q3 PAT 17,230
Y23Q2 PAT 11,116
Y23Q1 PAT 136
1 week ago
Mmmm, overall I'll say it's a slightly positive result, I was hoping an EPS of 1.8 cents personally.
However, besides just looking at the PAT, there is additional information that can be deduced to aid your investment outlook.
Good
1st Q total property sales of RM 211 million, if sustainable, that'll be RM 800 million of property sales in a year.
Unbilled sales RM 852m is still very high, now transitioning to Alora and Amika which have not yet entered high progress billing stage.
Aetas seputeh 50% booking (soft launch) seems to be still 'unbilled' yet as of now, depending on if APDL is approved by end of June, there's a potential of up 250m in unbilled sales just from Aetas Seputeh added in next quarter.
Direct Operating and General Admin Expense have dropped quite significantly QoQ from 13% of revenue to 10% of revenue.
Selling and marketing expenses drop from 4% to 3% of revenue
Cash flow from Operations positive
Still trading around 6.53 PER, vs other property stocks trading at PER of 8.11 (LBS), 16.76 (SIMEPROP), 22.8 (SPSETIA), 21.37 (IOIPG), 22.74 (ECOWORLD), 17.48 (MAHSING), 18.36 (GUOCO)
Bad
Gross profit margin dropped from 34.6% to 31%
income tax on profit increase to 32% (But should be one off)
Revenue may only peak up again in 2nd to 3rd Q as Amika and Alora enters the billable progress stages
The Good points, unfortunately will still require patience to be realized, and this will expose the share to short term weakness potentially.
Let's see how the market (especially the funds) reacts then, will they buy on weakness and sustain the share price around 36 cents until next QR release.
1 week ago
Also, take note during the RHB 20 jewels report,
It's stated that
Sales guidance of MYR700-800m represents almost 30% YoY growth
211m sales in the 1st quarter is already
30% of 700m full year forecast
26.3% of 800m full year forecast
1 week ago
Overall full year forecast for 2024 we can expect total EPS of 7-8 Sen per share which should propel the share price to 0.70-0.80 in comparison to LBS or other mid cap developers...Reiterate BUYYY!!!
1 week ago
Market a bit irrational, take Hua Yang for example, 4 quarter EPS 1.6 cents, revenue 191 million, net profit 6 million, but share price can be 42 cents as of now.
Maybe due to Avaland's previous times when a lot sold around 23 cents, so it's still a good exit point for those who still holding since then.
Will need a period of above 35 cents for a 2, 3 months to increase average shareholder entry price/allow those who hold the shares < 25 cents to exit fully before it can normalize back to market.
1 week ago
this share has a low amount of floating shares, hence when some people take profit, the price drops. Time to buy more :)
6 days ago
for now, till the release of the 2Q..
fundamentally week..
technically week..
+ external and internal factors.. few red flag for me..
few major risk and red flags,. but still, undervalued by price evaluation..
so i will be sideway with my popcorn watching bull vs bear..
6 days ago
Current share price retreat provides buying opportunities for long term holder...Reiterate BUY!!!
5 days ago
RHB RESEARCH
https://research.rhbtradesmart.com/sites/default/files/attachments/2024-05/my_top_20_malaysia_small_cap_jewels_scb2024_rhb.pdf
Avaland FAIR VALUE: 0.53-0.58
Undemanding valuation. In line with the sector re-rating, we now value
Avaland based on a 45-50% discount to RNAV. We think this is
reasonable, given the company’s successful turnaround, prudent
landbanking strategy, encouraging sales and earnings, and strengthening
financial position. Based on the current share price, the stock is trading at
less than 7x FY24F P/E.
5 days ago
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nemesis
Is 0.40 reaching soon?
2 months ago