|
soulsimple
|
 |
« on: November 11, 2011, 03:38:09 PM » |
|
will talk bout this soon............ 
|
|
|
|
|
Logged
|
|
|
|
|
Malaysia's Biggest Investment Forum
|
 |
« on: November 11, 2011, 03:38:09 PM » |
|
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #1 on: November 11, 2011, 05:16:26 PM » |
|
year low!!!!! but is it undervalued? how do u value this company? 
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #2 on: November 11, 2011, 05:18:07 PM » |
|
will talk bout it soon 
|
|
|
|
|
Logged
|
|
|
|
|
|
|
limmyfox
|
 |
« Reply #4 on: November 11, 2011, 05:34:49 PM » |
|
Long time never hear from you!
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #5 on: November 12, 2011, 12:41:25 AM » |
|
Long time never hear from you!
 Q for u my dear comrade.............when u buy a house, does it lose value as years go by? 
|
|
|
|
|
Logged
|
|
|
|
|
Adeline
|
 |
« Reply #6 on: November 12, 2011, 12:21:54 PM » |
|
what is this counter ?
|
|
|
|
|
Logged
|
|
|
|
|
|
|
Goreng Addict
|
 |
« Reply #8 on: November 12, 2011, 02:15:53 PM » |
|
Thursday, 10 Nov 2011 5:06PM Nine-month net profit 47.605 million (decreased 14.87%)
|
|
|
|
|
Logged
|
Portfolio =000 waiting for ahbah special nasi lemak 
|
|
|
|
USuck
|
 |
« Reply #9 on: November 12, 2011, 02:49:39 PM » |
|
|
|
|
|
|
Logged
|
My bird is alway not kwai but angry.
|
|
|
|
soulsimple
|
 |
« Reply #10 on: November 12, 2011, 09:19:15 PM » |
|
SS, I went there for a wedding dinner some years ago, this hotel is always full, so i guess it makes a lot of money, Robert Kuok owns it rite? I never take much notice coz it a very well-behaved stock (not much movement) Is he planning to sell the hotel ??  GA, i hav absolute no idea on whether RK is sellin his hotel or not, but my guess is.....NO!!!! with the upgrades, i think they r moving into a new phase. however it is not the hotel business that i m most interested in.(i personally wouldnt pick it to stay in). if we really think about it..................Q. where does value comes from in buying a property? we know structure deteriorates, furniture n fittings depreciates, renovations n designs dont always add value. the onli reason a property is of great value over time is location n land value that appreciates over time. hav a look at their assets n u might c why it is a great buy at a certain price over a long period of time. (its a bit tricky here when u dont own the property outright) 
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #11 on: November 12, 2011, 09:23:35 PM » |
|
Thursday, 10 Nov 2011 5:06PM Nine-month net profit 47.605 million (decreased 14.87%)
 will push prices down n if u r not exectly buying for the cashflow things might get exciting over a period of time. think bout it, this RK guy is pretty smart  sometimes too smart in the case of Maybulk, but thats another story all together.(RK lost some big points there  ) lets just c what happens in the near future, things might start to unfold as the chapter is closing. 
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #12 on: November 12, 2011, 09:26:14 PM » |
|
why  ? care to explain n share? 
|
|
|
|
|
Logged
|
|
|
|
|
Goreng Addict
|
 |
« Reply #13 on: November 12, 2011, 09:34:10 PM » |
|
OK ...i will check and report ...i like RK investment style too ... except for Transmile (accounting scandal), Maybulk is ok, in a cyclical business, lots of ups and downs .... 
|
|
|
|
|
Logged
|
Portfolio =000 waiting for ahbah special nasi lemak 
|
|
|
|
soulsimple
|
 |
« Reply #14 on: November 13, 2011, 12:37:22 AM » |
|
OK ...i will check and report ...i like RK investment style too ... except for Transmile (accounting scandal), Maybulk is ok, in a cyclical business, lots of ups and downs ....  ok........  will wait for your feedback!!!! by the way, Maybulk isnt just ok, its a great business, cyclical.....yes. but it has great cashflow n it use to hav tons of cash. quite sad that RK decided to use the cash in a very selfish way. thats why we see it being hit so badly. but with hes business wit, hopefully it will go forward well, n hope investors forgive him for what he has done. it is such a great business that even in downturn(downcycle), it surprisingly(well actually expected of him) to turn good profits. for those that understand this business well n hav done their homework in valuation, they'd do ok.......patience also plays a great role after valuation is done. 
|
|
|
|
|
Logged
|
|
|
|
|
shareholder6279
|
 |
« Reply #15 on: November 13, 2011, 07:04:00 AM » |
|
he fed up with bursa raider style, force him out, so he may MGO and f-off malaysia
|
|
|
|
|
Logged
|
|
|
|
|
Goreng Addict
|
 |
« Reply #16 on: November 13, 2011, 03:13:29 PM » |
|
I did take a look at Shangri-la annuals ths morning .....it does have good traits of a super company ...low valuations for its hotels and properties ...nta rm1.80 ...but if revalued, definately more than rm2+ ......growing profits and growing dividends ....RK has 52% so a big strong shareholder behind .......i think they are declaring an interim divd ths mth oso rite .........
|
|
|
|
|
Logged
|
Portfolio =000 waiting for ahbah special nasi lemak 
|
|
|
|
Blue Sky
|
 |
« Reply #17 on: November 13, 2011, 04:34:08 PM » |
|
Is this stock only covers those Shangri-La and Trader hotels in Malaysia? total 6 Shangri-La ( 1 x KL + 1 x Putrajaya + 2x Penang + 2 x K.K) and 3 Traders hotel (KL, Png & Jhr)?
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #18 on: November 14, 2011, 04:24:25 PM » |
|
Is this stock only covers those Shangri-La and Trader hotels in Malaysia? total 6 Shangri-La ( 1 x KL + 1 x Putrajaya + 2x Penang + 2 x K.K) and 3 Traders hotel (KL, Png & Jhr)?
they hav hotels under a few brands n golf club n pretty good parcels of land 
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #19 on: November 14, 2011, 04:29:43 PM » |
|
I did take a look at Shangri-la annuals ths morning .....it does have good traits of a super company ...low valuations for its hotels and properties ...nta rm1.80 ...but if revalued, definately more than rm2+ ......growing profits and growing dividends ....RK has 52% so a big strong shareholder behind .......i think they are declaring an interim divd ths mth oso rite .........
|
|
|
|
|
Logged
|
|
|
|
|
|
|
limmyfox
|
 |
« Reply #21 on: November 14, 2011, 05:39:59 PM » |
|
Too much action recently from the past few days. Now have to start looking at sure things. 
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #22 on: November 14, 2011, 05:57:26 PM » |
|
As you always do, I guess you have already start accumulated the counter way before putting up this forum topic, isn't it?   its always hard to predict the bottom. plus at the very bottom the volume is often very small. so for those that need substantial amout they hav to start accumulating all the way down n hope they dont run out of money doin so. so what u think of Shang? what hav u been addin to your port? hav a great week!!!! 
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #23 on: November 14, 2011, 05:58:56 PM » |
|
Too much action recently from the past few days. Now have to start looking at sure things.  wow!!! pls share those sure things......i also want leh!!!!  enjoy n hav a great week!!!! 
|
|
|
|
|
Logged
|
|
|
|
|
Mad_Bird
|
 |
« Reply #24 on: November 15, 2011, 02:05:57 AM » |
|
Can you update any info on Shang ke li la hotel
|
|
|
|
|
Logged
|
- Money is ok - Wanting Money is ok - I am going to be wealthy - I am prepared to put in the work
|
|
|
|
Malaysia's Biggest Investment Forum
|
 |
« Reply #24 on: November 15, 2011, 02:05:57 AM » |
|
|
|
|
|
|
Logged
|
|
|
|
|
money_builder
|
 |
« Reply #25 on: November 15, 2011, 09:45:16 AM » |
|
 its always hard to predict the bottom. plus at the very bottom the volume is often very small. so for those that need substantial amout they hav to start accumulating all the way down n hope they dont run out of money doin so. so what u think of Shang? what hav u been addin to your port? hav a great week!!!!  Lately it has been the play for penny goreng stock. So, I have been sideline quite some while. Guess the eurozone crisis is still not far behind us. So, must be extra caution.
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #26 on: February 04, 2012, 12:50:09 AM » |
|
will talk bout it soon  will see how the story unfolds. know your valuations n undertsand both situations well. what an interesting story  becareful of one while i would say embrace another.  ps. as usual i could b totally wrong with the story i imagine in my head!!!!
|
|
|
|
|
Logged
|
|
|
|
|
Adeline
|
 |
« Reply #27 on: February 04, 2012, 04:39:38 PM » |
|
This 1 nice... Long term.
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #28 on: February 09, 2012, 02:47:36 PM » |
|
This 1 nice... Long term.
why ah? how long? 
|
|
|
|
|
Logged
|
|
|
|
|
soulsimple
|
 |
« Reply #29 on: March 06, 2012, 01:08:22 PM » |
|
|
|
|
|
|
Logged
|
|
|
|
|
Mr. Scalper
|
 |
« Reply #30 on: March 06, 2012, 01:22:33 PM » |
|
|
|
|
|
|
Logged
|
Why Buy and Hold when YOU can Pip & Run.
Scalping is a business suitable for those retired and housewives.
The Art of War is applicable in stock trading/scalping.
|
|
|
|
soulsimple
|
 |
« Reply #31 on: March 07, 2012, 03:33:32 PM » |
|
|
|
|
|
|
Logged
|
|
|
|
|
Malaysia's Biggest Investment Forum
|
|
|
|
|
|
Logged
|
|
|
|
|