*Official* MasterLeong Thread

[MasterLeong]

aims.. i tink a better bet is ascendes... 2% less DIV but alot more stable.

though ascendes is still trading above book. i would like to assume that we will be able to buy at discount during next year's fed actions.
just my 2cents

Areits if can pick up at one times book is not bad already
Areit and cmt seldom trade below book unless crisis

 

[MasterLeong]

What's Ascendas book value?

Near 2.15 or 2.20 i think

 

[L'oreal Paris]

FCL going strong still :/ rest red red

 

[Takodoro]

FCL going strong still :/ rest red red

Told you all come CXG with me already

Disclaimer: DYODD.

My average price is 1.525. After XD sure will consider next step.

 

[MasterLeong]

Told you all come CXG with me already

Disclaimer: DYODD.

My average price is 1.525. After XD sure will consider next step.

gong xi gong xi ^_^

1.60 can consider taking half? lol

 

[Takodoro]

gong xi gong xi ^_^

1.60 can consider taking half? lol

See after XD how the reaction.

Low liquidity is good thing some times.

 

[Squaredot]

Near 2.15 or 2.20 i think

Thanks bro.
Please give a shout when price is there

 

[Genosis]

awaiting plans and proposals from Committee on the Future Economy

Last few days of 2016 still no news from them.....jin jialat

 

[Genosis]

went Vivo on Tuesday and Wednesday.

so crowded! seems like Mapletree is doing well..

good time to enter MCT now?

Below 1.40 can nibble IMO..... DYODD

 

[akwl88]

Last few days of 2016 still no news from them.....jin jialat

 

[akwl88]

3FS just hooted LMIR

 

[Genosis]

SG really entering slow growth stage
1% gdp growth gg max
Want to bet on companies growing earnings is hard
Collect dividends sua

All the big blue-chips GLC oredi listed.....only left ikan bilis SME as potential candidates for listing. The current trend is actually to delist.... NOL, SMRT etc The locally-based companies (Grab, Lazada, Garena) with strong growth potential are NOT even considering listing here......sighzzz

The only success story in recent years is REITs but Singapore is also running out of assets to REIT liao the next phase of growth is acquiring foreign assets

 

[MasterLeong]

Thanks bro.
Please give a shout when price is there

Areit i not vested nor vesting wor

 

[Genosis]

Still can hoot aims?

I am holding.....still my top position

But I will be watching its lease renewal next quarter like a hawk.....

Below 1.25 can nibble.....DYODD

 

[MasterLeong]

All the big blue-chips GLC oredi listed.....only left ikan bilis SME as potential candidates for listing. The current trend is actually to delist.... NOL, SMRT etc The locally-based companies (Grab, Lazada, Garena) with strong growth potential are NOT even considering listing here......sighzzz

The only success story in recent years is REITs but Singapore is also running out of assets to REIT liao the next phase of growth is acquiring foreign assets

I wish garena can list on sgx
I nowadays playing their LOL again hahaha

 

[MasterLeong]

MCT they had rights issue this year at 1.42
So anything below that is already good deal

 

[akwl88]

December 29, 2016: Dasin Retail Trust, that has three shopping malls in Guangdong province, is seeking to raise at least 586.4 million yuan (S$122.5 million) through a listing on the Singapore Exchange mainboard, it said in its preliminary prospectus that was filed Wednesday. The Trust will have an indicative market cap of S$439.7 million, based on its offer price, which has not been disclosed. The trust’s sponsor is Zhongshan Dasin Real Estate, and its portfolio, that was valued at 4.6 billion yuan as of June 30, 2016, .has Xiaolan Metro Mall, Ocean Metro Mall and the Dasin E-Colour shopp

Read more at: http://www.dealstreetasia.com/stori...lans-singapore-ipo-raise-least-s122-5m-61582/

 

[akwl88]

Seem like he is looking at reit with overseas exposure.

confident in Indonesia!

ndonesian President Joko Widodo


Joko Widodo, 55, asserted his authority over Indonesia’s political establishment in 2016. With a mix of patronage and political savvy, he controls more than two-thirds of seats in parliament—support he used to pass a controversial tax amnesty bill in June to help fund an infrastructure program.

Biggest challenge in 2017: Ensuring that his plans to bolster economic growth aren’t derailed, particularly as he looks to placate Islamic groups looking to prevent one of his allies from becoming Jakarta’s first elected Christian governor.

https://www.bloomberg.com/news/arti...he-worst-year-how-asian-leaders-fared-in-2016

 

[Takodoro]

I wish garena can list on sgx
I nowadays playing their LOL again hahaha

IIRC they trying to get listed at US.

Went for interview at buona vista office before....very nice office...but the culture and the vibe from the interviewers really

 

[Genosis]

I wish garena can list on sgx
I nowadays playing their LOL again hahaha

I wish too.....but they are aiming for US listing in 2-3 years

Hope they do secondary listing in Singapore.....but I doubt it.....probably going to Hong Kong or Shenzhen where they can fetch a higher valuation

https://www.bloomberg.com/news/articles/2016-08-29/forrest-gump-inspired-startup-garena-running-toward-an-ipo