*Official* MasterLeong Thread - Part 2

[Asphodeli]

expect the worst then anything better is super positive hahaha

M1 stock price down 50% from $4 to $2 but I doubt earnings will be down 50%... too much fear in investor's minds

Haha true true.

Sent from Sony E6533 using GAGT

 

[MasterLeong]

I think the weak earnings for m1 is expected
But now is dunno how much dividends management
Will pay
The final dividends declared will move the stock for shre

 

[onlybuyneversell]

I waiting for sun and mct
All the best to all, hope for good results among reits segment

Current economy still very slow and many industries still not doing well, at least reits as a whole should see flat dpu, which is pretty good already

Flat, just collect 6% from reits!!! wwjbh!!! Any growth in dpu=bonus.

ML's tp for cdg?

 

[Genosis]

wow u vested in 50% of the reits on SGX?

I think there are roughly 30 listed reits on sgx? So, i am vested in 1/3 of them which are the more solid ones...

I hold 11 reits...all wwjbh

Cmt
Fct
Ascendas
MLT
MCT
MGCCT
Suntec
Keppel DC
PLife
FLINT
AIMS AMP

 

[Genosis]

Next week all eyes will be on m1
My expectation is 20% drop in earnings and dividends
After that things should stabilize for a while

TP 1.95 if there is knee-jerk reaction...

 

[Genosis]

I waiting for sun and mct
All the best to all, hope for good results among reits segment

Current economy still very slow and many industries still not doing well, at least reits as a whole should see flat dpu, which is pretty good already

Ya...singapore economy oredi experienced 2 years of earnings contraction hopefully 2017 can get out of this down cycle!

 

[lewissac]

Ya...singapore economy oredi experienced 2 years of earnings contraction hopefully 2017 can get out of this down cycle!

Haha! last fri, went for a talk by Investing Note. The speaker actually more convinced that 2017 is a Bear year leh. But 2018 onwards might be promising.

 

[onlybuyneversell]

Ya...singapore economy oredi experienced 2 years of earnings contraction hopefully 2017 can get out of this down cycle!

I remember LHL said in his new year message that report by committee on the future economy will come out in a few weeks time.

Now almost end of January liao, still no news. Don't know what government's plan for Singapore's future.

 

[Genosis]

Haha! last fri, went for a talk by Investing Note. The speaker actually more convinced that 2017 is a Bear year leh. But 2018 onwards might be promising.

Well, I shall reserve my judgement until the committee of future economy release their plans after CNY...but one thing's for sure-definitely challenging year for telco and retail sectors

 

[L'oreal Paris]

Swee!!! This coming week Mon to Thur got result annoucements for reits i am vested in......MLT, Ascendas, keppel DC, PLife, MCT, Suntec, MGCCT...

Bo jio sho sad

 

[Genosis]

I remember LHL said in his new year message that report by committee on the future economy will come out in a few weeks time.

Now almost end of January liao, still no news. Don't know what government's plan for Singapore's future.

Let's see what those higly-paid elite brains can come up with...after more than a year of prep time...hahaha!!!

 

[Genosis]

Bo jio sho sad

Wa...u still say u r my 3rd biggest fan...should know where to find my picks mah...hehehe!

 

[Average]

mkt is not expecting the worse from m1... else should be below 1.8 now

Sent from 穷小子 using GAGT

 

[L'oreal Paris]

Wa...u still say u r my 3rd biggest fan...should know where to find my picks mah...hehehe!

No avg price.

There r 2 types of undercut

Undercut to piss ppl
And under cut not to piss ppl I 2nd 1 wor

 

[MasterLeong]

No avg price.

There r 2 types of undercut

Undercut to piss ppl
And under cut not to piss ppl I 2nd 1 wor

i previously kannna undercut till scared liao

if my portfolio no 90% green i no show

if green they cannot undercut lol

 

[MasterLeong]

mkt is not expecting the worse from m1... else should be below 1.8 now

Sent from 穷小子 using GAGT

m1 is lucky they got declare alliance with starhub then both rallied on positive HOPE

fundamentally is still weak.... but still profitable and dividends if can maintain would be good, however me being conservative.. i just put 20% discount to M1 and SH dividends to be on the safe side

 

[MasterLeong]

I remember LHL said in his new year message that report by committee on the future economy will come out in a few weeks time.

Now almost end of January liao, still no news. Don't know what government's plan for Singapore's future.

kinda feels like garmen is betting big on tech for SG's future

hope it works

in my view sg only 4 segments can jbh

Tech
Banking
Medical
Tourism

 

[MasterLeong]

Haha! last fri, went for a talk by Investing Note. The speaker actually more convinced that 2017 is a Bear year leh. But 2018 onwards might be promising.

people are either big bull or big bear hahaha only 2 sides to the coin

no one knows 100% for sure 2017 which direction


but so far I am bullish

my TP for sti this year is 3300


cheers ^^

 

[MasterLeong]

TP 1.95 if there is knee-jerk reaction...

I think $2.00 very hard to break, given the news of the M1/SH alliance

maybe range bound of $2 to $2.40 for year 2017

2018 TPG will be online and the war begins for real

 

[L'oreal Paris]

Wa...u still say u r my 3rd biggest fan...should know where to find my picks mah...hehehe!

Still say fan

Idols muz give back something to fans d ma

Fan services