*Official* MasterLeong Thread

[Dividends Warrior]

FIRST UP....

Dividend undercutter

not me ar.

The Undercutter is jin powerful!

 

[MasterLeong]

Sure. Why not? Got try got hope!

your dbs and ocbc cost way way higher than mine lol

you paid premium to book value wor

 

[MasterLeong]

Peace gentlemen. More can be achieved when we work together

Hope tmr STI drop to 2900 then can make another entry to ST or CMT

if STI breaks below 2900 level, maybe will crash towards 2700 level... when the tide goes out we will know who swimming naked hahaha

 

[SeVenn]

Bro SeVen laying the seeds for next year. Smart move. I am also laying the foundations for my new solid titanium house.

Haha, mine only attap house compared to yours. Need to have bigger gap between entries

My takeaway from this year is that having dividend stocks as a core is essential to a long term portfolio. But also important to have high growth stocks to balance out

 

[MasterLeong]

I think STI may crash to 2700 level in the near term due to fear of 4 rate hikes

those with or without holding power will be tested

 

[Daimon]

Boat is returning

 

[Daimon]

I think STI may crash to 2700 level in the near term due to fear of 4 rate hikes

those with or without holding power will be tested

Good that you change tune

 

[EvilPaladin]

I think STI may crash to 2700 level in the near term due to fear of 4 rate hikes

those with or without holding power will be tested

STI really buay k@n

US go green it stays unchanged
US go red it go extremely red

alamak

 

[SeVenn]

if STI breaks below 2900 level, maybe will crash towards 2700 level... when the tide goes out we will know who swimming naked hahaha

Don't see any near term catalyst that will drive STI below 2800, unless bad loans start surfacing left and right

 

[MasterLeong]

DBS currently over valued at premium to book value

do not forget about it bad loan books on marine/oil related companies

within the next 3 months may fall to $16 or 10 % discount to book value

 

[Daimon]

???
Now is 3.6 wor

You will not laugh in one to two weeks time.

 

[SeVenn]

STI really buay k@n

US go green it stays unchanged
US go red it go extremely red

alamak

SG investors all kiasi, that's why we have so many REITs in the index and reserve list

 

[MasterLeong]

ARA deal may fail... the odds looking worse each day

ARA if deal fails.. easily can fall down to 1.50 which I will be glad to buy 10,000 shares

 

[MasterLeong]

Areit is super overvalued as compared to CMT and CCT

http://www.sharesinv.com/A17U/

still 6% premium to book value

this may crash towards 2.15, or 1 times book value... if the 4 rake hikes are true.. maybe Areit will reach $2.00

 

[MasterLeong]

https://www.sgxcafe.com/stock/summary/BSL/raffles+medical+group+ltd

RMG is super overvalued at 34 times earnings

this may crash 30% to come down to 20times earnings.. a more reasonable valuation

 

[SeVenn]

DBS currently over valued at premium to book value

do not forget about it bad loan books on marine/oil related companies

within the next 3 months may fall to $16 or 10 % discount to book value

Doesn't DBS have the lowest PB now? Followed by UOB and OCBC?

 

[MasterLeong]

https://www.sgxcafe.com/stock/summary/S58/sats+ltd.

same as RMG, SAT valuations are way too high too
at 22 times earnings its too expensive for too little growth

SAT I see it coming down 30% to maybe 15 times earnings

 

[numbers]

now just need da qiao and xiao qiao

Dont forget Zhu Ge Liang, Pang Tong. The master said before, one is phoenix, one is dragon

 

[MasterLeong]

Doesn't DBS have the lowest PB now? Followed by UOB and OCBC?

DBS has lowest PB as they are the most aggressive in terms of lending money

dont forget they are the blind ones who lent to swiber heavily lol lol lol

 

[SeVenn]

https://www.sgxcafe.com/stock/summary/BSL/raffles+medical+group+ltd

RMG is super overvalued at 34 times earnings

this may crash 30% to come down to 20times earnings.. a more reasonable valuation

You need to compare it to industry peers for a fair evaluation

Q&M is trading wayyy higher.