*Official* MasterLeong Thread - Part 2

[madtari]

Sgxcafe... A very good website or tool to manage ur portfolio performance.

what website is this?

 

[Layers]

DBS Jiak steroid

cxg!

Sent from Sony E6853 using GAGT

 

[pigpigoink]

sibei happy sci shoots up like rocket after a year of red for moi ...huat ah!

Sent from Redmi 2 Enhanced using GAGT

 

[Divvy_newbie]

Thanks bro!

Sgxcafe... A very good website or tool to manage ur portfolio performance.

 

[SeVenn]

of my 5 tiger generals, suntec i worry the most.....

so far CMT FCT CCT results all in line with my expectation


MCT i am bullish
SUN i am worried, so i never really recommend SUN at all

shall see how it goes tmr

SUN seems very resilient? Always rebounds quickly after getting sold down.

The yield is good and below book, but the asset quality not so attractive.

 

[lewissac]

DBS Jiak steroid

Sigh. Because of steroid, I cannot jiak.

 

[MasterLeong]

SUN seems very resilient? Always rebounds quickly after getting sold down.

The yield is good and below book, but the asset quality not so attractive.

20% discount to book with 6% yield is decent

but suntec is quite an old asset already, of my 5 generals its the more speculative play as I am betting on either MCT or SUN entering the STI 30 index when YZJ gets kick out in 2017

 

[MasterLeong]

sti pretty solid at 3030+ level... 1% above the psychological 3000 level

looks like 2017 is a real recovery year for us

huat ah $$$$$$$$$

 

[MasterLeong]

DBS used to be like 4% yield

now only 3.2% yield... getting lower and lower

just to take note, current price is already broken the year high, so now is new year high for DBS... please do not recklessly go in lol

 

[MasterLeong]

SUN seems very resilient? Always rebounds quickly after getting sold down.

The yield is good and below book, but the asset quality not so attractive.

to add a bit on suntec

blackrock and ara are fighting to gain control of suntec

currently is managed by ARA but their effectively stake is low... think like 10% only... blackrock had like around 5%

their worries is blackrock having a bigger stake in suntec and proposing to kick ara out and putting blackrock manager to run suntec instead

so in a way suntec has price support, if its too cheap both ara and blackrock will makan the shares


also the recent ara deal of going private... seems like suntec shares are involved... not I am not sure of the details... I do hope suntec reit can see some corporate action this year too ^_^

 

[MasterLeong]

https://www.dbs.com.sg/treasures-pr...article/equity/data/en/DBSV/012014/SUN_SP.xml


seems like my numbers are off

black rock stake in suntec is 6.9%
ara is only 6.0%, lower than black rock

but straits trading and some others have shares in suntec and are in alliance with ara

 

[thegodfather]

i feel like going in big on noble 171 hmmm any thoughts. abit not confident thou so asking for opinions!

 

[MasterLeong]

i feel like going in big on noble 171 hmmm any thoughts. abit not confident thou so asking for opinions!

fundamentals lousy
debt very high
dividends none to low

long term noble may go bankrupt if they cannot turn things around, which is a giant task
my TP for noble is only 10 cents fair value


noble is a speculative stock for short term trading only, i will never touch such a stock

 

[Weaboo]

to add a bit on suntec

blackrock and ara are fighting to gain control of suntec

currently is managed by ARA but their effectively stake is low... think like 10% only... blackrock had like around 5%

their worries is blackrock having a bigger stake in suntec and proposing to kick ara out and putting blackrock manager to run suntec instead

so in a way suntec has price support, if its too cheap both ara and blackrock will makan the shares


also the recent ara deal of going private... seems like suntec shares are involved... not I am not sure of the details... I do hope suntec reit can see some corporate action this year too ^_^

i think black rock is also a good manager leh. they r the largest asset manager in the world

 

[thegodfather]

fundamentals lousy
debt very high
dividends none to low

long term noble may go bankrupt if they cannot turn things around, which is a giant task
my TP for noble is only 10 cents fair value


noble is a speculative stock for short term trading only, i will never touch such a stock

for trading not long term. just seeing baseo n charts

 

[MasterLeong]

i think black rock is also a good manager leh. they r the largest asset manager in the world

yup... if they can hit 10% or 20% stake in suntec, they can easily kick ara and become the manager themselves

black rock is most reputable and the biggest asset manager


I hope the fight between ara and br can lead to a break out in suntec's stock price

that's why its a more speculative play among the 5 tiger generals

i wouldnt recommend it to new investors


new investors would still be safer sticking to the core blue chips CMT and CCT
and if they wanna take a bit more risk, then FCT/MCT

SUN is a higher level play i guess LOL

 

[MasterLeong]

for trading not long term. just seeing baseo n charts

then u must ask those god like punters in penny thread liao

my this thread more of value investing

picking good stocks for long term ^^

 

[lewissac]

i feel like going in big on noble 171 hmmm any thoughts. abit not confident thou so asking for opinions!

If oil price is up and stable, then Noble might have a chance. otherwise, do or die bust. Thats my view.

 

[lewissac]

yup... if they can hit 10% or 20% stake in suntec, they can easily kick ara and become the manager themselves

black rock is most reputable and the biggest asset manager


I hope the fight between ara and br can lead to a break out in suntec's stock price

that's why its a more speculative play among the 5 tiger generals

i wouldnt recommend it to new investors


new investors would still be safer sticking to the core blue chips CMT and CCT
and if they wanna take a bit more risk, then FCT/MCT

SUN is a higher level play i guess LOL

Wah... imagine.... Berkshire come and buy SG shares. Wonder what will happen to the share price.....

Thats why I like to see US BB come and take a look at SG stocks.

 

[L'oreal Paris]

....... I see my portfolio I nth to say.....

Haix gd6 everybody