|
|
发表于 22-11-2010 12:57 PM
|
显示全部楼层
HAIO 我已经收了几张,价钱还蛮高 |
|
|
|
|
|
|
|
|
|
|

楼主 |
发表于 23-11-2010 08:07 PM
|
显示全部楼层
大调整来了???
看好局势才收票!
可能有便宜货。。。 |
|
|
|
|
|
|
|
|
|
|
发表于 23-11-2010 08:24 PM
|
显示全部楼层
跌势来了,把手头上的股票都卖完.
等跌停才买回.个人看法. |
|
|
|
|
|
|
|
|
|
|
发表于 23-11-2010 10:32 PM
|
显示全部楼层
5077  |
|
|
|
|
|
|
|
|
|
|
发表于 23-11-2010 10:39 PM
|
显示全部楼层
|
看 TWS, AXIATA 及 KENCANA。 尤其是 TWS 及 AXIATA! 业绩要出了! |
|
|
|
|
|
|
|
|
|
|
发表于 25-11-2010 08:29 PM
|
显示全部楼层
怎么都没人推荐BJTOTO的? 这股还适合收吗? |
|
|
|
|
|
|
|
|
|
|

楼主 |
发表于 25-11-2010 10:27 PM
|
显示全部楼层
BJTOTO即将被挤出KLCI, top30
所以将来不会影响KLCI指数了! |
|
|
|
|
|
|
|
|
|
|
发表于 25-11-2010 10:56 PM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
发表于 25-11-2010 11:00 PM
|
显示全部楼层
大家觉得ivory可以投资吗??现在1.15的价位可以进场吗??
ivory是大型的产业发展商吗??还是中型的??
azera 发表于 19-11-2010 10:17 PM 
ivory不是大型的 ! 在Penang 有知名度.
Good for long term. |
|
|
|
|
|
|
|
|
|
|
发表于 25-11-2010 11:09 PM
|
显示全部楼层
回复 2702# guangguang
长期投资可以吗???
他在penang有知名度,会像在kl的马星,阳光,实达等等的区域知名度吗???
因为它的股价已经接近最低点了,所以看了还不错,但是很怕又是另外一个bjcorp或jcy,就是股价一直不断的创新低(在牛市也是),所以我才要从这里看看大家的意见~~~毕竟我还是新人
目前我看中ivory还有ytlland~~~我都是要中长期投资的 |
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 12:18 AM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 12:22 AM
|
显示全部楼层
马航业绩转亏为盈,开市表现应该不错,股价这几天也跌了不少,不妨考虑买入,期待上扬。 |
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 12:50 AM
|
显示全部楼层
Why you must buy Sunway/SunwayCity now!!
http://mystockfolio.blogspot.com ... sunwaycity-now.html
As you already know, Sunway is merging with own SunwayCity to form a bigger property entity. This is following after the Sunrise-UEMLand and MRCB-IJMLand merger events. What a great move by Jeffrey.
Sunrise+UEMLand might be 1+1=3 as Sunrise has the technic and good reputation in Mont Kiara while UEMLand has a lot of landbanks in Johor-the future development in Malaysia at Iskandar area.
MRCB-IJMLand also not bad,but I see it as 1+1=2 only, just bigger in size.
While Sunway Holdings+Sunway City is in my mine=1+1=4 or even 5. Why?
First, Sunway merging Suncity will create a greater and better image for Sunway, flushing away the confusion in investors who are confused with whether to invest in either of the companies.
2nd, with the merging, institutional investor now invest in stock for the rest of assets not already in Sunway REIT. Example: The Sunway college, Sunway medical centre, Sunway Giza shopping mall....etc
3rd, the biggest catalyst in future is Assets moving from Newco Sunway --->SunREIT, it will further unlock the value in assets own in Sunway. Thus pumping up the cash for further development or special dividends.
4th. With its huge success in SunREIT IPO, Sunway Newco will further attract big institutional investors who love great volume, and lower risks. RM2.80 looks attractive compared to most analyst estimation of BVPS 3.50-3.70
5th. Its overseas development especially China Tianjin project if launch successfully, will be a great milestones for the company, and can provide further venture in future into China, maybe and IPO in HongKong or China ?
-------------------------------------------------
Well, between Suncity and Sunway Holdings, I prefer Suncity. As most assets is at Suncity, and the Bookvalue of Suncity is actually more than offering price of RM5.10, it should be more than RM5.20
Any it is selling now at RM4.60, still lower than offer price RM5.10
RM5.10 according to most report, 20% in cash+80% in Newco shares swap
So, if you buy 1000 shares now at RM4.60, to simplify exclude the brokerage fees,etc.
Cost=RM4600
20% cash back on offer RM5.10=RM1.02*1000=RM1020
80% on RM5.10=RM4.08. As Newco Sunway offer at RM2.80, you can get 4.08/2.80*1000=1457 Newco shares.
And also 1 free warrant for 5 Newco shares (exercise price=RM2.80)
So, all in all you get:
Cash=RM1020+
1457 Newco share valued RM2.80=RM4079.60+
291 free warrant( If listing price is RM0.20=RM58)
If you decide to sell once listing of Newco at RM2.80
Your return=RM1020+1400xRM2.80( Forget the oddlot)=RM4940
Cost=4600
Return=4940
Profit=340(7.39%)
But if you see a good future in the company and since volatility surely improved, you decide to wait until mkt price reach BVPS estimate RM3.50
So, now your return is
Cash=RM1020+1400Newco share xRM3.50=RM5920
Profit=1320(28.69%)
And this is even excluding free warrant worth
RM0.70*290=RM203
So, now is Suncity a good buy for now? You Decide! |
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 12:56 AM
|
显示全部楼层
|
DRBHCOM業績相當不錯,成交量活躍,短期上看1.50!!! |
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 09:33 AM
|
显示全部楼层
回复 2703# azera
Business Summary
Ivory Properties Group Berhad is a Malaysia-based investment holding company. The Company's subsidiaries are principally involved in property development and property management, including construction of apartments, condominium, semi-detached and bungalow homes, boutique gated communities, retail and commercial lots, and other related activities. It also operates a service restaurant under the brand name Marry Brown. The Company’s projects include Tanjung Park, Plaza Ivory condominium, Plaza Ivory commercial building, Palace Hill, The View, Birch The Plaza, Penang Times Square, Zen @ The View, Moonlight Bay Villa & Condovilla, 10 Island Resort and Aston Villa.
Financial Summary
BRIEF: For the six months ended 30 June 2010, Ivory Properties Group Berhad's financials are not comparable as the company has not reported prior period's financials. Ivory Properties Group Berhad's principal activity is investment holding & the subsidiaries is involved in property development. Group's business model is based on being an integrated property developer focusing on the premium market for residential & commercial properties.
Ratios for year ending 12/31/2009
Income Statement
Market Capitalization 213.90
Revenue 121.02
Earnings Before Interest and Taxes with Depreciation, Most Recent Fiscal Year 31.79
Earnings Before Taxes 24.95
Income Available to Common Shareholders 17.17
Earnings Before Taxes, Normalized 24.95
Income Available to Common Shareholders, Normalized 17.17
Other Ratios
Gross Margin 26.26
Price to Sales 1.77
P/E Excluding Extra. Items 9.45
Price to Book 1.38
Employees 422.00
Per share data
Earnings per Share 0.12
Earnings per Share, Normalized 0.12
Revenue per Share 0.86
Book Value per Share 0.84
Tangible Book Value per Share 0.83
Cash per Share 0.23
Cash Flow per Share 0.14
Dividend per Share 0.00
Price and Volume
Price 1.15
12 Month High 1.41
12 Month Low 1.11
Price Date 2010-11-24
Volume - Avg. of Last 10 Days 0.51
Enterprise value 279.23
Market Capitalization 213.90 |
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 09:52 AM
|
显示全部楼层
MAS今早升了,有人赚到钱吗? 我赚了一点点 |
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 10:11 PM
|
显示全部楼层
回复 2708# guangguang
对不起哦~~~我看不是很明白 |
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 10:13 PM
|
显示全部楼层
现在还能买sunway吗???之前1.98就放掉了~~可惜当时不懂他要私有化~~
现在买了,等卖1.5(凭单)或2.6(股票)可以吗?? |
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 10:21 PM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
发表于 26-11-2010 10:36 PM
|
显示全部楼层
|
|
|
|
|
|
|
|
| |
本周最热论坛帖子
|