*Official* MasterLeong Thread - Part 2

[Genosis]

Nice.

I'm aiming below 2.00. Thats how i think it's worth atm.

Anyway I'm also looking out one more counter: Singpost. Let's see how it goes after one mth.

Below $2 is possible....which I think will probably reach after XD

Ya.....Singpost at 1.45 or lower will start to get attractive

 

[akwl88]

Thinking of set queue at $2......

moi thinking hor, if m1 maintain 7 cents div again, 2017 total div will be 0.129

at $2 entry = 6.45% yield

 

[Layers]

Singpost when new ceo comes in?

Sent from Sony E6853 using GAGT

 

[Genosis]

Took ang bao $ from M1. 6.5% gain. Take 1 yr divy first.

Sent from Sony E6853 using GAGT

Wa.....Congrats on successful FIFO of M1!!! volatility really favour traders

 

[akwl88]

even if div of 7 cents cut 20% to 0.056, entry of $2 will yield 5.75%

 

[Genosis]

moi thinking hor, if m1 maintain 7 cents div again, 2017 total div will be 0.129

at $2 entry = 6.45% yield

I think M1 is slowly morphing into a FIFO stock......buy below $2 when the sentiments are poor especially after releasing weak result

Then a few months later, people start to have hope that the next result will improve, price recover above $2.....then the new set of result still disappoints and the cycle continues

So, buy below $2 and take profit above $2 seem viable?

 

[lewissac]

Below $2 is possible....which I think will probably reach after XD

Ya.....Singpost at 1.45 or lower will start to get attractive

Yeah. Interested to vest in Singpost because of
1) Management change a.k.a. fresh blood
2) Jack Ma

 

[MasterLeong]

can buy at these prices?

CMT - 1.95
FLT - 0.935
MCT - 1.48?

CMT now 1.95 ok to go in ba for long term
FLT maybe towards 90 cents then buy, closer to book value safer
MCT maybe 1.45 the placement price go in safer

 

[MasterLeong]

sold m1 2.08 ... hope to divest to reit or singtel

ahhhh now then u panic sell omg

if u wanted to get out, why not before results?

many of us here were already saying things like possible 20% drop in earnings and dividends

 

[lewissac]

I think M1 is slowly morphing into a FIFO stock......buy below $2 when the sentiments are poor especially after releasing weak result

Then a few months later, people start to have hope that the next result will improve, price recover above $2.....then the new set of result still disappoints and the cycle continues

So, buy below $2 and take profit above $2 seem viable?

That's what I'm seeing or feeling it right now. I just ride along what the market want to do to M1.

 

[MasterLeong]

LOL, Sabana REIT dua tiao liao. Tio headline somemore.

what happened??????????????

this one super value trap, recently rights issue nia

 

[Genosis]

even if div of 7 cents cut 20% to 0.056, entry of $2 will yield 5.75%

The management must die die maintain that 7cents divv, if not.....I think most people will give up on M1 liao

 

[akwl88]

I think M1 is slowly morphing into a FIFO stock......buy below $2 when the sentiments are poor especially after releasing weak result

Then a few months later, people start to have hope that the next result will improve, price recover above $2.....then the new set of result still disappoints and the cycle continues

So, buy below $2 and take profit above $2 seem viable?

i read liao akin to buying hope/toto

 

[MasterLeong]

Suntec REIT posts 5.6% lower 4Q DPU of 2.6 cents; unveils development plans for new commercial building at 9 Penang Road
By Michelle Zhu / theedgemarkets.com | January 25, 2017 : 8:52 AM MYT
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SINGAPORE (Jan 25): Suntec REIT has declared a distribution per unit (DPU) of 2.6 cents for the fourth quarter ended Dec 2016, 5.6% lower from the previous year’s DPU of 2.75 cents.

This resulted from a decline in 4Q distributable income by 4.9% to $66.1 million, from $69.5 million a year ago.

The trust’s 4Q gross revenue rose 1.6% to $88.94 million from $87.54 million in the preceding year, which was largely attributable to the contribution of 177 Pacific Highway, North Sydney, Australia, which Suntec REIT holds a 100% interest in.

However, the higher revenue was offset by the divestment of Park Mall in Singapore, which was the main cause of net property income (NPI) declining by 2.9% to $60.7 million for the quarter.

Suntec Singapore’s revenue contribution for the quarter notably fell 14.3% on-year, mainly due to lower retail and convention revenue compared to that of the preceding year.

The overall committed occupancy for Suntec REIT’s office and retail portfolio stood at 98.6% and 97.7% respectively as at Dec 31 2016.

DPU for FY16 remained at 10 cents, unchanged from the previous financial year.

Looking ahead, ARA Trust Management (Suntec), the manager of Suntec REIT, says it expects the performance of the office portfolio as well as retail contribution from Suntec City to both remain stable.

The manager separately adds that development works commenced in Dec 2016 to build a 10-storey Grade A commercial building at 9 Penang Road in place of the former Park Mall, where its land lease has been extended to 99 years.

9 Penang Road’s development is undertaken through a joint venture with Singhaiyi Group Ltd, Haiyi Holdings Pte Ltd and Suntec REIT, with an interest of 35%, 35% and 30% respectively. The entire project is estimated to cost approximately $800 million.

Units of Suntec REIT closed 2.32% lower at $1.68 on Tuesday.

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[akwl88]

The management must die die maintain that 7cents divv, if not.....I think most people will give up on M1 liao

tpg haven come in yet

the price fluctuations jin scary, coupled with the result

 

[Genosis]

Singpost when new ceo comes in?

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1 June 2017..... Make Singpost Great Again!

http://www.straitstimes.com/business/companies-markets/singpost-names-paul-william-coutts-its-new-ceo

 

[MasterLeong]

Thinking of set queue at $2......

will be happy to welcome you on board ^_^

$2 can nimble ba, since your warchest is getting big

and many other stocks already ran up

 

[MasterLeong]

Yeah. Interested to vest in Singpost because of
1) Management change a.k.a. fresh blood
2) Jack Ma

singpost many red flags, becareful

last year alone ceo cfo coo all resigned

many worms hidden inside that will be revealed this year by new ceo

analysts forecast a big write off coming

 

[Layers]

I think M1 is slowly morphing into a FIFO stock......buy below $2 when the sentiments are poor especially after releasing weak result

Then a few months later, people start to have hope that the next result will improve, price recover above $2.....then the new set of result still disappoints and the cycle continues

So, buy below $2 and take profit above $2 seem viable?

Wa.....Congrats on successful FIFO of M1!!! volatility really favour traders

same tots. I buy with the tot of holding longer. Haha but 1 yr divy take first. Bad fundamental ya

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[Genosis]

i read liao akin to buying hope/toto

Talking about buying hope.....I just added on Chelsea winning the EPL title Most of its rivals stumbled over the weekend except Arsenal