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Capitaland
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wangerism
Veteran |
09-Dec-2011 00:30
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any gao ren able to advice if theres anymore meat to short this counter tomolo?? missed out today. what is the immediate support level?
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freeme
Elite |
08-Dec-2011 23:44
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http://spikesandcurves.blogspot.com/2011/12/market-review-8-dec-2011-capitaland-nol.html Judging from the chart.. very likely )
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krisluke
Supreme |
08-Dec-2011 23:02
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Singapore land tender draws 22 bids despite property curbs A Singapore government land tender today drew a massive 22 bids, the Urban Redevelopment Authority said, signalling developers remained keen to acquire new sites despite tough new measures to cool the city-state's housing market, reported Reuters.
The top bid works out to $5,494 per square metre of built-up space, higher than the winning bid of $4,584 per square metre of gross floor area for a nearby site in a tender last month that attracted 12 bids. Shares of Singapore developers fell sharply today after the government took new steps to cool property prices with the toughest measures aimed at foreign buyers who have become increasingly visible in the residential sector.
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louis001
Master |
08-Dec-2011 21:14
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Hot topic...many people talking about ppty... UBS said: " While the last 3 rounds of tightening were anti-speculation, this move is targeted at investment demand. Paradoxically, a potential capital flight out of Europe into Asia may have galvanised the resolve to ring fence the domestic property market." JP Morgan said: " We think we are likely to see near-term share price weakness for the sector on the back of this announcement." JP Morgan analysts noted that stocks declined 13% on average within one month of the measure announcement in Jan 11. That said, most of the developers are already trading at a level that is 1 s.d. below the average discount to RNAV with the exception of City Development. This, together with the stock’s year-to-date outperformance would make it the most vulnerable amongst all developers, said JP Morgan. It continued to believe that the employment market would be the key factor that drives the stability of residential pricing in Singapore and therefore a low likelihood of a sharp decline in pricing, given strong holding powers from both individuals and developers. Daiwa, which already claims to be " one of the few brokers to forecast a prolonged downturn in home prices," said the likelihood of its current forecast for home prices to decline by 22-26% from the end of 2011 to the end of 2014 has improved greatly. " We maintain our Negative view on the Singapore residential property sector, and our Underperform rating for City Developments (CIT SP, S$10.02) and Hold rating for CapitaLand (CAPL SP, S$2.61)." Deutsche Bank issued a sell call on City Development and OUE, preferring REITs for their attractive yields and resilience. It said Wing Tai and CityDev have the highest sensitivity to residential prices with every 10% change in price resulting in a 6.1% and 4.1% change in their NAVs respectively. " We remain cautious on the developers (Sell City Dev, OUE) and continue to prefer the REITs (Buy MCT, MLT, MINT). Morgan Stanley saw a silver lining: " We think this 5th round of cooling measures could prove the peak for policy action (good news, in itself) and also the peak for prices – which have risen 54% since their trough in 2Q09 to 3Q11." It thinks the peak to trough correction for property stock prices will be closer to 25% suggesting another 20% or so downside from here. Also, the market needs to digest the impact from these measures and developer stocks typically only truly trough 1-3 months before the MoM change in property prices – a 1Q13 event, meaning lackluster performance for the sector could carry on through most of 2012. RBS, joining the chorus of analysts, singled out City Dev as being the hardest hit. " The new rules would be most negative for CityDevs (Buy, TP S$12, under review), given its 40% exposure to the residential sector." UBS said: " We believe it is not in the government’s interest to drive down property prices. But, given the severity of the new measures, it is hard to see how physical prices will not start falling. Assuming stocks fall as per Jan-11, Q112 may be a good time to start putting cash to work in the developers. In 2009, stocks recovered in Mar-09, even as property prices fell another 14% QoQ in Q109 and 4.7% QoQ in Q209." DMG downgraded CityDev and Wing Tai to sell and neutral, respectively, but held up CapitaLand as a buy." Within the sector, our preferred pick is CapitaLand in which we continue to see value in its multigeographical, multi-segment exposure and a well established asset recycling platform. Stock is trading 41% steep discount to RNAV and 0.79 P/B (against 5-yrmedian P/B of 1.34). Recent share buyback by the company vindicates value embedded in share price, which also may see re-rating from active capital deployment into attractive acquisitions moving forward." |
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iPunter
Supreme |
08-Dec-2011 20:58
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Wa, today CapLand really " gia si lang " (scary)... Dropped like sheet -20c to 2.41... mo sng-sng ah (jangan main2 dengan saham)... macham main tikam yang mahal-nya ...  |
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Isolator
Supreme |
08-Dec-2011 16:24
Yells: "STI is hard landing to below 2000..." |
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Dont forget CPL still need to be below $2.... go go go... | ||||
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muifan
Master |
08-Dec-2011 16:14
Yells: "Take the leap of faith dont regret 20 years later!" |
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trying to be patient when you have piles of dough is the highest level of waiting
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iPunter
Supreme |
08-Dec-2011 16:04
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Even if you have a piles of dough, you should also bet at the best point... Waiting and waiting is a virtue...
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muifan
Master |
08-Dec-2011 15:46
Yells: "Take the leap of faith dont regret 20 years later!" |
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Thats why sideliner like me isnt that bad after all... bullets hard to come by nows a days given our country chionging to be world number 1 most expensive.. better use the bullets for the best bet
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Isolator
Supreme |
08-Dec-2011 14:11
Yells: "STI is hard landing to below 2000..." |
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It is like what sifu ip always say.... buy and buy for averaging, but realise it is not the same before that it will rebound.... Then trap and keep seeing the his portfolio getting smaller.... Then become frustrated... Human..... | ||||
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joolaexplode
Member |
08-Dec-2011 12:14
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Very strong support at 2.39. dunno today can break it with high volume convincely or not? |
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iPunter
Supreme |
08-Dec-2011 11:56
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Actually, it is the stock market which makes people angry... But somehow, players get caught up with their petty quarrels... But the market wouldn't be the least bothered with it all... lol... |
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iPunter
Supreme |
08-Dec-2011 11:53
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It is hard to be clear-minded when money is lost... That's rather human... lol...
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Gaecia
Elite |
08-Dec-2011 11:49
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?? hmm....ah niu ge, one must be clear minded even as one is investing for the long term. ain't it right?
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niuyear
Supreme |
08-Dec-2011 11:14
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You are your sifu's fart - you follow him everywhere . hahahah! Dont be misled by down size pricing ..
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wisann
Senior |
08-Dec-2011 10:55
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sifo iso, i didn't join ur short this time around.. i was looking for higher price to short, who knows today it slumped so much lol. anyway, will come back some other time :D |
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Isolator
Supreme |
08-Dec-2011 10:53
Yells: "STI is hard landing to below 2000..." |
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hahahahaha..... good and bad to see new blood in the markets.....hmmm... | ||||
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wangwa
Senior |
08-Dec-2011 10:50
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BB dun look at charts to do their work. They also dun no when the govt will implement new policies. They react accordingly and dun look at charts | ||||
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hohokit
Veteran |
08-Dec-2011 10:49
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Buy a few lots now maybe can make some money. Involve in high end residential property very low percentage only
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Isolator
Supreme |
08-Dec-2011 10:48
Yells: "STI is hard landing to below 2000..." |
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LOL... you really dont understand the wonder of TA.... Survive in market cannot depend on luck alone.... In the past, many thought they are invincible as they bought low and markets recover.. they earn 10fold.... This is why this time round they lost a lot, because market is not behavouring like before... never recover.....Luck cannot last forever....
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