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capland Veteran	18-Apr-2011 11:40        capland About Contact  Quote this Post!
x 0   x 0  Alert Admin	i agreed with u. I also surprise with this moves. What i can reason is 1) HDB may be going for an exit and need someones to take over- that will be a negatives ones 2) Capitaland needs to go into HDB to tap their portfolio, and get closer to the chinese govt (this HDB is closed to the chinese govt) and get to build the lower cost houses. As this is the direction on the cpland- to build cheaper housing. 3) I am not sure what and how big surbana is. Maybe have to investigate further... eplepl      ( Date: 18-Apr-2011 11:31) Posted: just my opinion, must be something rocky on this purchase..... because surbana handle the hdb consultancy hence it is sure profit type of job.... the last time dbs bought posb also the same.... internal transfer to reduce risk..... sg stock market abit kelong ..... ruanlai      ( Date: 18-Apr-2011 10:47) Posted: CapitaLand Limited: Surbana buy underlines value-housing ambition Summary. CapitaLand (CAPL) announced it would acquire a 40% stake in Surbana for S$360m to accelerate the growth of its value-housing segment. Surbana has deep expertise in mass-market residential developments and runs two core business segments: consulting and Chinese township development. For this acquisition, Surbana’s consulting business was valued around 6x earnings and its townships at an average RMB1.1-1.2k per sqm per pr, which are reasonable prices in our view. We view this acquisition as a positive one as it would bring Surbana’s experienced team into CAPL’s framework. This acquisition also underlines CAPL’s ambition for its value-housing business we think a sizable component of CAPL’s planned growth in Chinese exposure to 45% of assets will come from CapitaValue Homes. We update assumptions and add S$0.02 to CAPL’s RNAV due to these four townships. Maintain a BUY rating with a revised fair value of $4.12 (at parity to RNAV) versus $4.10 previously. (Eli Lee)
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ruanlai Master	18-Apr-2011 11:39        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Watch out for this counter..... Robust result reporting.......soon shoot up the price
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Isolator Supreme	18-Apr-2011 11:39        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	No everyone are like you so rich to keep holding on... Are you instigating others to follow your views now when you post here? Buy also got contra, CFD, margin...... they are  risky too...  hmmm.. Alright, not free to debate with you anymore... lol capland      ( Date: 18-Apr-2011 11:31) Posted: u say whatever u want-- a trader or investor... u can say what u wanted... just be responsible of your words... as i had mentioned.. check with the authority if u are right of your posting, i am sure they have better answer to u.. Rather than they go after u for violationg their rulings.. As far as i know, only qualify advisor could call the shot.. but must with a reason.. and they must be no conflict of interest.. Why i posting this to u -- u cannot get my meanings.. For your knowlege, i owed capland @ 2.65 (2009) with 158 lots... I am still holding it , cos i a dam stubborn person who believes in paying a price for a value. And also owes F& N @ 4.08 (2010) with 133 lots. Kepland @ 4.12 (2010) with 122 lots. I am long term investor. I believe market will correct itself. shorting a market is a danger moves , as why MAS discourage, as they don have scrips, they are borrowed ones. Before u encourage others, let them know the danger. I always buy with cash that i have and no more if i don have. So i won get into trouble when tide turns.
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eplepl Master	18-Apr-2011 11:33        eplepl About Contact  Quote this Post!
x 0   x 0  Alert Admin	admired .... rich man. capland      ( Date: 18-Apr-2011 11:31) Posted: u say whatever u want-- a trader or investor... u can say what u wanted... just be responsible of your words... as i had mentioned.. check with the authority if u are right of your posting, i am sure they have better answer to u.. Rather than they go after u for violationg their rulings.. As far as i know, only qualify advisor could call the shot.. but must with a reason.. and they must be no conflict of interest.. Why i posting this to u -- u cannot get my meanings.. For your knowlege, i owed capland @ 2.65 (2009) with 158 lots... I am still holding it , cos i a dam stubborn person who believes in paying a price for a value. And also owes F& N @ 4.08 (2010) with 133 lots. Kepland @ 4.12 (2010) with 122 lots. I am long term investor. I believe market will correct itself. shorting a market is a danger moves , as why MAS discourage, as they don have scrips, they are borrowed ones. Before u encourage others, let them know the danger. I always buy with cash that i have and no more if i don have. So i won get into trouble when tide turns.
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capland Veteran	18-Apr-2011 11:31        capland About Contact  Quote this Post!
x 0   x 0  Alert Admin	u say whatever u want-- a trader or investor... u can say what u wanted... just be responsible of your words... as i had mentioned.. check with the authority if u are right of your posting, i am sure they have better answer to u.. Rather than they go after u for violationg their rulings.. As far as i know, only qualify advisor could call the shot.. but must with a reason.. and they must be no conflict of interest.. Why i posting this to u -- u cannot get my meanings.. For your knowlege, i owed capland @ 2.65 (2009) with 158 lots... I am still holding it , cos i a dam stubborn person who believes in paying a price for a value. And also owes F& N @ 4.08 (2010) with 133 lots. Kepland @ 4.12 (2010) with 122 lots. I am long term investor. I believe market will correct itself. shorting a market is a danger moves , as why MAS discourage, as they don have scrips, they are borrowed ones. Before u encourage others, let them know the danger. I always buy with cash that i have and no more if i don have. So i won get into trouble when tide turns.
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eplepl Master	18-Apr-2011 11:31        eplepl About Contact  Quote this Post!
x 0   x 0  Alert Admin	just my opinion, must be something rocky on this purchase..... because surbana handle the hdb consultancy hence it is sure profit type of job.... the last time dbs bought posb also the same.... internal transfer to reduce risk..... sg stock market abit kelong ..... ruanlai      ( Date: 18-Apr-2011 10:47) Posted: CapitaLand Limited: Surbana buy underlines value-housing ambition Summary. CapitaLand (CAPL) announced it would acquire a 40% stake in Surbana for S$360m to accelerate the growth of its value-housing segment. Surbana has deep expertise in mass-market residential developments and runs two core business segments: consulting and Chinese township development. For this acquisition, Surbana’s consulting business was valued around 6x earnings and its townships at an average RMB1.1-1.2k per sqm per pr, which are reasonable prices in our view. We view this acquisition as a positive one as it would bring Surbana’s experienced team into CAPL’s framework. This acquisition also underlines CAPL’s ambition for its value-housing business we think a sizable component of CAPL’s planned growth in Chinese exposure to 45% of assets will come from CapitaValue Homes. We update assumptions and add S$0.02 to CAPL’s RNAV due to these four townships. Maintain a BUY rating with a revised fair value of $4.12 (at parity to RNAV) versus $4.10 previously. (Eli Lee)
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Riskless Member	18-Apr-2011 11:26        Riskless About Contact  Quote this Post!   Yells: "Let's Wait"
x 0   x 0  Alert Admin	ok ok......so big bottom coming or big boobs coming? haha
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Isolator Supreme	18-Apr-2011 11:22        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	So everyone stop? Make sure everyone stop.... Please make everyone stop including from Analyst news... Cause all this instigate others to follow....  So your capland power and right to stop everything.... joker...lol
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wisann Senior	18-Apr-2011 11:22        wisann About Contact  Quote this Post!
x 0   x 0  Alert Admin	bro, anyone can post their view. if by any chance, you don't agree with whatever bro isolator posts, simply ignore. easy, right? capland      ( Date: 18-Apr-2011 11:18) Posted: i thought u said stop posting ........lol regret.........
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capland Veteran	18-Apr-2011 11:18        capland About Contact  Quote this Post!
x 0   x 0  Alert Admin	i thought u said stop posting ........lol regret.........
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Isolator Supreme	18-Apr-2011 11:16        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	Capland just for you.... My call for golden agr to go 90ct is still intact for longer term, but all this will depend on whether the certain support  can hold or not. I am trader not a long term investor, i trade for shorter term as price move up and down.... If you want to survive in the markets, you must be willing to change your trade when  it changes... stubbornly protecting your pride just to show you are right (expert)  will bring you to no where...
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Isolator Supreme	18-Apr-2011 11:08        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	Firstly, I have never ask anyone to follow... I am just posting my views... You have your views... You mean when you are wrong, you dont change your view and stick to it??  Ok, then, if you stop posting your view, then I will stop... I think better is  everyone stop posting their view...
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Riskless Member	18-Apr-2011 11:07        Riskless About Contact  Quote this Post!   Yells: "Let's Wait"
x 0   x 0  Alert Admin	Sorry Capland, I don't speak for anyone. I just joined this forum last week and not a kakis with anyone here. The rule I mentioned is everyone should know trading is risky and trade at your own risk...
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capland Veteran	18-Apr-2011 10:58        capland About Contact  Quote this Post!
x 0   x 0  Alert Admin	then don try to say u long the market initally--- so call confident and even say u will laugh to the bank as golden agri will goes up to 0.90 level... and when tides turn--u keep far far away. Is this called responsibity... u know that whena person call a shot -- he has responsibilty.. thats is why MAS is against people to give advises , without a permit . Do u aware that your some posting in fact has violated the rulings.. If u don not agree , u can check with the MAS.. I am sure they can advise u , hoe to blog next time...
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capland Veteran	18-Apr-2011 10:54        capland About Contact  Quote this Post!
x 0   x 0  Alert Admin	u miss the point, markets has no rules.... man... i knew u and islolators are kakis does not means u can speak for him... Do not instigate others . Thats all. U guys must share yr experience with orthers rather than telling orthers " confident" that what u did.... Riskless      ( Date: 18-Apr-2011 10:47) Posted: Trade at your OWN RISK. Nobody ask anyone to follow..... Hope everyone know the rule....
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Isolator Supreme	18-Apr-2011 10:51        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	huh? Must report everything?? wow... So obligated... I thought you should my short position call too right?? Very funny...lol... capland      ( Date: 18-Apr-2011 10:45) Posted: bt i remeber u post " going in" but never mention that u " exit" lo. Funny le. Isolator      ( Date: 18-Apr-2011 10:43) Posted: BTW, my call is always changing when the markets change... That's why I have profit limit  and stop to triggle my trade... I never go against  markets... lol....
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capland Veteran	18-Apr-2011 10:50        capland About Contact  Quote this Post!
x 0   x 0  Alert Admin	pure advise to all. Know what u doing. By following others is a most dangerous thing unless u hate money. Those who leads will always ask u to follow him, but when tides changes - he will be the 1st to exit before u are being informed. In market, U PAY PRICE --- AND U GET VALUE...its is a measure machine and will be a weighing machine later..one has to know what is their role-- an investor or a trader.... before begins to do the 1st trade...My 1 cent advise
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Riskless Member	18-Apr-2011 10:47        Riskless About Contact  Quote this Post!   Yells: "Let's Wait"
x 0   x 0  Alert Admin	Trade at your OWN RISK. Nobody ask anyone to follow..... Hope everyone know the rule....
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ruanlai Master	18-Apr-2011 10:47        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	CapitaLand Limited: Surbana buy underlines value-housing ambition Summary. CapitaLand (CAPL) announced it would acquire a 40% stake in Surbana for S$360m to accelerate the growth of its value-housing segment. Surbana has deep expertise in mass-market residential developments and runs two core business segments: consulting and Chinese township development. For this acquisition, Surbana’s consulting business was valued around 6x earnings and its townships at an average RMB1.1-1.2k per sqm per pr, which are reasonable prices in our view. We view this acquisition as a positive one as it would bring Surbana’s experienced team into CAPL’s framework. This acquisition also underlines CAPL’s ambition for its value-housing business we think a sizable component of CAPL’s planned growth in Chinese exposure to 45% of assets will come from CapitaValue Homes. We update assumptions and add S$0.02 to CAPL’s RNAV due to these four townships. Maintain a BUY rating with a revised fair value of $4.12 (at parity to RNAV) versus $4.10 previously. (Eli Lee)
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ruanlai Master	18-Apr-2011 10:46        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	CapLand gave very sensible account behind the rationale for acquiring a 40% stake in Surbana Corp. The townships exposure it will get from the move will give CapLand diversification in China and help accelerate its growth in value homes. More importantly, the experience that Surbana Corp can bring in building HDB homes in Singapore should sit well with China's longer-term policy of providing low-cost homes for the masses. Over time, CapLand should deepen its exposure in this segment. For now, the minority stakes in the townships gives little RNAV uplift, by our estimate. We note that CapLand's competitor such as KepLand is more entrenched in township developments. We retain our target price at S$4.04, still based on 15% discount to RNAV. Maintain Neutral and will look to revisit our call on wider valuation discounts to its RNAV and the broader market.
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