*Official* MasterLeong Thread - Part 2

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Pesantkie

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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. :s8: Don't know what government's plan for Singapore's future.

I saw the news they say that the report will be out after CNY

wish singapore still got hope if not study so hard for whut :s13:
 

MasterLeong

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

ML's tp for cdg?

my TP for CDG is $3.00 as stated in investing notes

3.00 is about 20 times earnings


I think CDG the model is as good as a business like SATS, just that market too much worries about uber/grab... in the long term I am very positive on CDG

boost will come from the new bus contracting model and the new mrt lines

taxi business may remain stagnant or show small declines
 

Genosis

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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

The only fear is that karen sell again before price reach 2.40 :(
 

MasterLeong

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Ya...especially CDG

Based on PE, quite a compelling buy case...:)

FLINT also not bad...can consider

FLT i also like a lot, under fraser one so should be well managed

the yield quite high also

just that i prefer sg assets rather than aussie assets

those who wish to diversify outside of sg, FLT is a good pick for sure
 

MasterLeong

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Nope no have Singtel sats GLP all ran up De

SATS and GLP is comfirm boat long gone liao... little upside left

http://www.sharesinv.com/Z74/

ST still got lots of upside I feel

now near 3.80 level only

while 1 year high is 4.3 level and year low 3.3 level..... so current 3.8 is only the mid point, still can go in if you want to play on the net link IPO

fundamentals wise PE 15 is reasonable, but not cheap

yield 4.6% is still solid and attractive


if never get at 3.6 or 3.7 is fine... now 3.8 is opportunity, but see u dare to board or not

ST my TP is easily 4.20


some ppl will complain that they miss the boat at 3.6 then 3.7 then 3.8 then 3.9... all the way whinning till singtel hits 4 dollars... yet they had sooooo many chances right infront of them, do they blame themselves? nope... they blame the market hahahahaha
 

MasterLeong

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Singtel no $4 no sell, higher TP $4.20

As long as singtel able to ipo net link in a good market condition of sti 3000 or higher, easily singtel can hit 4.00

If singtel ipo during a weak market, low demand then hong gan liao
Because they die die must dispose their netlink stake this year, forced hy regulation

The netlink ipo is so good, get big one off gain and cash
Recurring income on management fees

Song dao....

cheers ^_^
 
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MasterLeong

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if I can get 9 other SSI warriors, I steady

we all sit front row of M1 AGM and make noise

1. MasterLeong

who want to join in put your name
 
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