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Yoma Strategic
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Yoma
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sportyboy
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04-Feb-2013 14:36
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To have it close 1 dollar is a long shot... To have it close .86 would already be a possibility | ||||
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glassone
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04-Feb-2013 14:34
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Yoma rebound again. Fishy sia. Hope today close $1 | ||||
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sportyboy
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04-Feb-2013 13:55
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Hmm then I guess I should offload everything.. Since action mostly over?? Is there a resistance bottom line at current level? | ||||
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Peter_Pan
Supreme |
04-Feb-2013 13:44
Yells: "did you order dunkin' donuts" |
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No surprises in 3QFY13 earnings Yoma Strategic Holdings (Yoma) reported 3QFY13 PATMI of S$3.7m, increasing by S$2.3m YoY mostly due to higher sales of residences and land development rights. This brings 9MFY13 PATMI to S$1.9m, which is mostly in line with our expectations but below consensus estimates. Topline for the quarter came in at S$13.0m, up 32.1% YoY, again driven by stronger property sales. Yoma reports that residential sales during the quarter increased by more than three times YoY, and is mainly attributable to multiple projects in Pun Hlaing Golf Estate (Ivory Court Residences II, Bamboo Grove Garden Villa, Lakeview Apartments) and also apartments in Star City. Myanmar outlook stays firm The macro outlook in Myanmar continues to be positive. Last Sunday, the World Bank announced a deal that would allow Myanmar to clear its outstanding debt to the World Bank and the Asian Development Bank, totaling about US$900m, which would allow new lending for the infrastructure growth, including electricity and ports. We also look forward to Yoma’s anticipated general meeting to approve the acquisition of the central Yangon site the proposed 1-for-4 rights issue at S$0.38 per share is conditional on this approval. Most positives priced in – downgrade to SELL Over the period in 2012 when we initiated coverage and maintained a buy rating on the company, the share price had appreciated a whopping 47% in five weeks. However, at current price levels, while we acknowledge that the company holds meaningful franchise value as a leading developer in Myanmar, we see most positives to be already priced in, even under our most optimistic assumptions. We downgrade our rating on the company to a SELL based on a 12- month fair value estimate of S$0.71 (20% premium to RNAV), but caution that the anticipated 1-for-4 rights issue ahead would likely be supportive of the share price over the nearer term. Note that our fair value estimate is a considerable 35% above the S$0.525 per share paid by major investors who bought into the 192.9m-share private placement just two months ago. (OIR)
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sportyboy
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04-Feb-2013 13:41
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BBs trying to squeeze small fish out so that they can re-enter?? | ||||
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wendel
Master |
04-Feb-2013 11:38
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it's free falling...waiting waiting | ||||
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tkc_drew
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04-Feb-2013 11:15
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how to upload photo ar? :p the function seems to be spoiled. | ||||
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tkc_drew
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04-Feb-2013 11:12
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no idea! But i am lucky!. 
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louis_leecs
Elite |
04-Feb-2013 11:07
Yells: "half cash" |
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interra resand yoma is contibute action...............next |
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glassone
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04-Feb-2013 10:31
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Who did u sold to?
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glassone
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04-Feb-2013 10:28
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Someone keep eating 0.855. Now wait for bb to push up. | ||||
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tkc_drew
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04-Feb-2013 10:06
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i sold at 0.855 :) | ||||
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ronleech
Master |
03-Feb-2013 13:47
Yells: "Believe in yourself. Ride with the waves......" |
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I think it should head up to close the last high abt 92 and after cny it will slide down again.... sentiment on ground is robust for any correction. And such counter does have the abilities to Buck mkt anaylse... as those analysis is base solely on researcher perception and presumption. Good luck!! | ||||
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FearValueGreed
Master |
03-Feb-2013 09:53
Yells: "Long Term Timing X Capital = Well Deserved Payout" |
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this one will suffer some correction after running faster than most in recent month.
it is normal. I will scope if it hit below 70 cent. the Myanmar story still in the making. more news flow for next two years. by 2015 u will read that Myanmar gdp has grown 100% since market refor. by then it will be too late to invest. first movers always hv advantage as long as they capitalized on the momentum. |
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louis_leecs
Elite |
02-Feb-2013 21:20
Yells: "half cash" |
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Hot money start flow out from hong kOng after Japan printing yen action,,Asia currency weakness is a monsternightmads of stock market,my ah moh tell me allot smart fund flow out hk market all second and third liner counter contribute action by bb heavyly,,,, bukit timah hill is my safe heaven,,,,hope retail investor play carefully. This month | ||||
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ody2004
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02-Feb-2013 19:51
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wah.. so many downgrade recently.. BB cannot collect enuff?? Dow 14000.. how to go down? Maybe like GEO kenna restricted then maybe lo |
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Peter_Pan
Supreme |
02-Feb-2013 15:17
Yells: "did you order dunkin' donuts" |
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Yoma Strategic: HOLD (downgrade) -
Rest for the next hike - Price Target: S$ 0.80 (Prev S$ 0.79) / S$0.72 post rights issue - DBSV |
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Peter_Pan
Supreme |
02-Feb-2013 15:12
Yells: "did you order dunkin' donuts" |
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3Q13 results for Yoma Strategic fell short despite all rounded
growth. The take up for property sale is healthy, and prices are higher. Our analyst has cut FY13F-15F EPS by 47-59% primarily to reflect slower construction. TP is adjusted marginally to S$0.80 (Prev S$ 0.79), downgrade to HOLD on limited upside. DBS Vickers Securities |
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ronleech
Master |
02-Feb-2013 14:27
Yells: "Believe in yourself. Ride with the waves......" |
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Dun think bank down grading will dampen the sentiment of this counter in near term unless got major event or happening.....it does looks like it will break $.95 over the past few days...many counter also being down graded but price hike instead...bank down grade is a chance for BB to buy in.... | ||||
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cash_on_line
Member |
02-Feb-2013 13:48
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I bought at 0.895. cross my finger that it will not crush on Monday. | ||||
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