*Official* MasterLeong Thread

[MasterLeong]

http://forums.hardwarezone.com.sg/e...day-wish-me-luck-5512737-2.html#post104947738

Tipsssss

Play small small

 

[stam]

Master Leong tmr what stock u aiming?

Posted with My iPhone 7plus HardwareZone Forums app

 

[yihao93]

it holds only clementi mall
only catalyst is seletar mall injection by sph

not very good imho

So u base whether it's good or not based on its size ?

 

[stam]

Master Leong,

CCT good buy?

Posted with My iPhone 7plus HardwareZone Forums app

 

[Takodoro]

Thinking to sell fcl to hoot more sh
What u guys think

Shifu why you don't value fcl? Seems better than fct IMHO?

Qing shifu zhi Dian MI jing

 

[MasterLeong]

Master Leong tmr what stock u aiming?

Posted with My iPhone 7plus HardwareZone Forums app

Past two weeks buying reits and telcos
Probably wanna add more starhub next week

 

[MasterLeong]

Master Leong,

CCT good buy?

Posted with My iPhone 7plus HardwareZone Forums app

For long term yes

Below book value can buy
10-20% discount to book is safe

 

[Genosis]

it holds only clementi mall
only catalyst is seletar mall injection by sph

not very good imho

Errmmm...i thought they also got Paragon?

 

[MasterLeong]

Shifu why you don't value fcl? Seems better than fct IMHO?

Qing shifu zhi Dian MI jing

One is property developer/asset manager another is reit
Apple and orange different
Both the dividends are good

 

[MasterLeong]

Shifu why you don't value fcl? Seems better than fct IMHO?

Qing shifu zhi Dian MI jing

ARA and GLP i already took profits and huat gao gao
FCL i also consider as an asset manager
Dunno can huat or not
But i may switch it to add more starhub

 

[Average]

im happy that fcl decides to maintain divy in this difficult time

Sent from 穷小子 using GAGT

 

[strangerjun]

http://forums.hardwarezone.com.sg/e...day-wish-me-luck-5512737-2.html#post104947738

Tipsssss

Play small small

big sold out liao..

 

[MasterLeong]

im happy that fcl decides to maintain divy in this difficult time

Sent from 穷小子 using GAGT

When i posted about fcl mid this year, was pretty confident that they would pay same level of dividends despite a small fall in earnings

Only discomfort now is them investing heavily into thai developers

 

[MasterLeong]

big sold out liao..

U too late
But some things fated one

Save $$ hoot stocks ba

 

[MasterLeong]

So far u guys 2016 got earn ma?
Or break even?

 

[Takodoro]

When i posted about fcl mid this year, was pretty confident that they would pay same level of dividends despite a small fall in earnings

Only discomfort now is them investing heavily into thai developers

Thaibev is majority holder.

 

[MasterLeong]

Thaibev is majority holder.

I posted about fcl in detailed before maybe u go read about it first

 

[MasterLeong]

Thaibev is majority holder.

Been waiting very long for thaibev to divest fcl
Or swap out fcl

 

[MasterLeong]

so fast 10 page liao, half day nia lol

 

[Android user]

highlight of the day



http://www.sharesinv.com/prices/index-sti/indicators?PHPSESSID=cadd6cab10814417b2906099514b9fea

if look at STI 30 blue chips the earnings for 2015/16

banks - flat earnings, still decent...not as bad as most thought
marine (KC/SMM/SCI) - earnings down 50%... very bad...
commodities (olam/noble/wilmar,goldn agri) - low to no earnings... super bad
reits (cct/cmt/areit) - flat dpu... still decent
property - lower earnings of 20-30%
telcos - lower earnings of 10%
engineering (SIA engg STE SIA) - lower earnings of 10-20%

all above just rough estimation

THE KEY POINT IS - ECONOMY IS SLOWING DOWN, EARNINGS ARE MOSTLY DOWN

will earnings fall every year? NO
when is the bottom? I do not know

but in the long run, recovery WILL EVENTUALLY COME

Welcome back Stockbot for Christmas rally, anyway soft commodities like palm oil going to have some fun due to the correlate with palm oil production countries currency going down due to fed hike + trump combo. Oil counters are preparing for OPEC meeting rally.