*Official* MasterLeong Thread

[MasterLeong]

If can sell off bulk means the market must be extremely overvalued and extended, so can wait for correction. If after that bull run continues then relax and enjoy fifo. When market is extremely overvalued, it makes sense to hold cash as a form of protection against downside.

So now market is undervalued or overvalued?

 

[wintersonata1234]

CCT down 2.5% , anyone boarding?

cct is capitalcomtrust?

 

[MasterLeong]

If can sell off bulk means the market must be extremely overvalued and extended, so can wait for correction. If after that bull run continues then relax and enjoy fifo. When market is extremely overvalued, it makes sense to hold cash as a form of protection against downside.

Sometimes bull markets can be very long
Like US bull from 2009 till now almost 7 years already
Those who sold out completely 3-4 years ago are missing out so much

 

[MasterLeong]

cct is capitalcomtrust?

Yup yup ^^
CCT

 

[MasterLeong]

nimble some at 1.53 damn sad that day did not manage to get at 1.52 luckily today u-turn abit. haha

ok la, few cents not really any difference if u holding for long term i guess

 

[MasterLeong]

HOT HOT HOT




JP Morgan reveals its top 5 stock picks for Singapore property in 2017
By Jude Chan / theedgemarkets.com.sg | December 12, 2016 : 3:27 PM MYT
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SINGAPORE (Dec 12): JP Morgan says it prefers developers over Singapore real estate investment trusts (S-REITs) going into 2017, even as S-REITs have outperformed both developers and the benchmark FSSTI this year.

Year-to-date, S-REITs have climbed 4%, edging out a 3% gain by the Straits Times Index. Meanwhile, developers have dipped by 1% in 2016.

“We prefer developers over S-REITs, due to rising interest rates and subdued operating conditions in most property sectors,” says JP Morgan lead analyst Brandon Lee in a report on Dec 8.

Moreover, Lee says Singapore developers are still trading at an undemanding 36% revalued net asset valuation (RNAV) discount, at 1 standard deviation below the mean.

Looking ahead to 2017, Lee says the office sector is expected to outperform due to its superior supply-demand and rental dynamics.

In addition, more restructuring and M&A are expected, due to attractive valuations.

“With weak operating fundamentals and overseas acquisitions persisting into 2017, we foresee current valuations continuing in the near term, which could result in more privatizations, particularly among small-mid players where P/BV averages 0.4-0.6x,” Lee says.

Meanwhile, asset divestments are expected to accelerate, mainly from industrial S-REITs which are rejuvenating their portfolios.

Finally, Lee says a revival of residential en-bloc could be on the cards as developers turn more active in replenishing their land bank.

JP Morgan’s top five stock picks for the Singapore property sector are CapitaLand, UOL Group, CapitaLand Commercial Trust, Keppel REIT, and Ascendas REIT.

All five are assigned “overweight” ratings, with price targets of $3.65, $8.05, $1.65, $1.15, and $2.60, respectively.

As at 3.16pm, CapitaLand is trading 1 cent higher at $3.11; UOL Group is trading 6 cents lower at $6.16; units of CapitaLand Commercial Trust are trading 3 cents lower at $1.54; units of Keppel REIT are trading flat at 1.06; and units of Ascendas REIT are trading 2 cents lower at $2.38.

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[Takodoro]

HOT HOT HOT




JP Morgan reveals its top 5 stock picks for Singapore property in 2017
By Jude Chan / theedgemarkets.com.sg | December 12, 2016 : 3:27 PM MYT
Printer-friendly versionSend by emailPDF version
Translated by Google Translator:
Select Language*▼
SINGAPORE (Dec 12): JP Morgan says it prefers developers over Singapore real estate investment trusts (S-REITs) going into 2017, even as S-REITs have outperformed both developers and the benchmark FSSTI this year.

Year-to-date, S-REITs have climbed 4%, edging out a 3% gain by the Straits Times Index. Meanwhile, developers have dipped by 1% in 2016.

“We prefer developers over S-REITs, due to rising interest rates and subdued operating conditions in most property sectors,” says JP Morgan lead analyst Brandon Lee in a report on Dec 8.

Moreover, Lee says Singapore developers are still trading at an undemanding 36% revalued net asset valuation (RNAV) discount, at 1 standard deviation below the mean.

Looking ahead to 2017, Lee says the office sector is expected to outperform due to its superior supply-demand and rental dynamics.

In addition, more restructuring and M&A are expected, due to attractive valuations.

“With weak operating fundamentals and overseas acquisitions persisting into 2017, we foresee current valuations continuing in the near term, which could result in more privatizations, particularly among small-mid players where P/BV averages 0.4-0.6x,” Lee says.

Meanwhile, asset divestments are expected to accelerate, mainly from industrial S-REITs which are rejuvenating their portfolios.

Finally, Lee says a revival of residential en-bloc could be on the cards as developers turn more active in replenishing their land bank.

JP Morgan’s top five stock picks for the Singapore property sector are CapitaLand, UOL Group, CapitaLand Commercial Trust, Keppel REIT, and Ascendas REIT.

All five are assigned “overweight” ratings, with price targets of $3.65, $8.05, $1.65, $1.15, and $2.60, respectively.

As at 3.16pm, CapitaLand is trading 1 cent higher at $3.11; UOL Group is trading 6 cents lower at $6.16; units of CapitaLand Commercial Trust are trading 3 cents lower at $1.54; units of Keppel REIT are trading flat at 1.06; and units of Ascendas REIT are trading 2 cents lower at $2.38.

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UOL OUE recently a lot of spotlight.

 

[Takodoro]

Erza bull-run damn gao lat....didn't expect it to run so up....only managed to scrap 0.001 intra-day profit

 

[MasterLeong]

Erza bull-run damn gao lat....didn't expect it to run so up....only managed to scrap 0.001 intra-day profit

lol u play contra de ah

never kanna burn before is it LOL

 

[shareholder]

Sometimes bull markets can be very long
Like US bull from 2009 till now almost 7 years already
Those who sold out completely 3-4 years ago are missing out so much

Although you make sense, but the temptation to sell at the peak is great and holding the stocks at the peak means a lot of capital gains not realised. Really feels shiok realising the gains and see the money in the bank. Of course it feels great to hold a lot of stocks also, but different from holding cash.

 

[Takodoro]

lol u play contra de ah

never kanna burn before is it LOL

Burnt before once already. Didn't I mentioned I lost 8k?

But I am not contra-ing this time round. More on FIFO since I can hold and price point at 0.046 is reasonable for short-term trade...

Winning back from where I lose it....now at deficit 5.5k for this counter

 

[mcsane]

story of my life.

all my REITS DROP.

yet MCT hardly drop.

seriously. hopefully after 14th can hit my 1.4 lol!!!

 

[Perisher]

Although you make sense, but the temptation to sell at the peak is great and holding the stocks at the peak means a lot of capital gains not realised. Really feels shiok realising the gains and see the money in the bank. Of course it feels great to hold a lot of stocks also, but different from holding cash.

I hold many US counters and let me tell you what is shiok. When you receive dividends monthly and the cap gain is so big that a 40% correction in the market also doesn't affect you. With more dividends to buy more when it corrects, that is ultimate shiokness.

I had a US paper account I started back when I started my real account. My paper account uses 20k and has a 40% gain since, without adding a penny excluding all the dividends received through the years. That is about 10% gain per year excluding dividends with 0 input and absolutely no extra work.

 

[MasterLeong]

Burnt before once already. Didn't I mentioned I lost 8k?

But I am not contra-ing this time round. More on FIFO since I can hold and price point at 0.046 is reasonable for short-term trade...

Winning back from where I lose it....now at deficit 5.5k for this counter

ezra and ezion the fundamentals are no good

if u die die want to have exposure to marine/oil related please go for KC/SCI

small cap marine companies are very highly gear and have some chance of going to zero value (bankruptcy)


if u die die want to do short term trade, do note that 90% of active traders loses money

https://www.quora.com/Do-90-of-day-traders-lose-money

 

[MasterLeong]

story of my life.

all my REITS DROP.

yet MCT hardly drop.

seriously. hopefully after 14th can hit my 1.4 lol!!!

sometimes try not to be too forceful

if MCT boat dont come... dont keep starring at it and hope it comes back

because of this you may miss out on other good boats


look at CCT, FCT... which dropped so much

 

[MasterLeong]

Seems like reits got sold down sharply today
Shopping time again hehehehe

 

[akwl88]

story of my life.

all my REITS DROP.

yet MCT hardly drop.

seriously. hopefully after 14th can hit my 1.4 lol!!!

will be waiting with you at 1.4

pls dont undercut

 

[Weaboo]

I also waiting to add to my collection of VivoCity Reit

 

[lightchaser]

Seems like reits got sold down sharply today
Shopping time again hehehehe

Can share which reits u eyeing ?

 

[MasterLeong]

I also waiting to add to my collection of VivoCity Reit

so many ppl eyeing on MCT too hahahah

that time got 1.42 u all dont want follow me hoot LOL