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Latest Forum Topics / CapitaMalls Asia  Post Reply
First Day trading open at $2.30
rickyw
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18-Dec-2010 23:12     
 
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 Alert Admin 		Dec 8, 2010

bh704428      ( Date: 18-Dec-2010 22:57) Posted:

when was this report dated?

rickyw      ( Date: 18-Dec-2010 21:41) Posted:



Just dig my archive and found this quote:CapitaMalls Asia Ltd: Focus on deploying balance sheet



Summary: CapitaMalls Asia Ltd (CMA) has focused on progressively deploying its strong balance sheet. It has already substantially delivered on its S$800m to S$1b 2H10 investment target with two major endeavors in Singapore (the Bedok site) and China (a 66% effective stake in a prime shopping mall and office development in Shanghai). In Malaysia, CMA recently announced that it will divest the Gurney Plaza extension to its newly listed CapitaMalls Malaysia Trust for MYR 215m (S$89.2m). Further divestments, such as of ION Orchard in Singapore, are also possible in 2011. We note that with continuing divestments, CMA’s directly owned retail portfolio is fairly immature, but this is partially offset through fee income from its listed REITs. We continue to like CMA’s retail expertise, Asia exposure, and the upside from the deployment of its balance sheet. Our previous BUY rating and S$2.40 fair value (pegged at parity to RNAV) is UNDER REVIEW.(Meenal Kumar)

 

/ocbc/ 
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bh704428
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18-Dec-2010 22:57     
 
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 Alert Admin 		when was this report dated?

rickyw      ( Date: 18-Dec-2010 21:41) Posted:



Just dig my archive and found this quote:CapitaMalls Asia Ltd: Focus on deploying balance sheet



Summary: CapitaMalls Asia Ltd (CMA) has focused on progressively deploying its strong balance sheet. It has already substantially delivered on its S$800m to S$1b 2H10 investment target with two major endeavors in Singapore (the Bedok site) and China (a 66% effective stake in a prime shopping mall and office development in Shanghai). In Malaysia, CMA recently announced that it will divest the Gurney Plaza extension to its newly listed CapitaMalls Malaysia Trust for MYR 215m (S$89.2m). Further divestments, such as of ION Orchard in Singapore, are also possible in 2011. We note that with continuing divestments, CMA’s directly owned retail portfolio is fairly immature, but this is partially offset through fee income from its listed REITs. We continue to like CMA’s retail expertise, Asia exposure, and the upside from the deployment of its balance sheet. Our previous BUY rating and S$2.40 fair value (pegged at parity to RNAV) is UNDER REVIEW.(Meenal Kumar)

 

/ocbc/ 
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zhixuen
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18-Dec-2010 22:23     
 
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http://capitamallsasia.listedcompany.com/property_valuation.html

 Let's see the capitalmallasia property in China which is underconstruction.




zhixuen      ( Date: 18-Dec-2010 22:07) Posted:

Capitalmallasia has a big dropped of revenue and net earning on Q3 after a good result posted on Q2.

That could be the monetary tightening policy has been gradually released by China.

In Q4 China has more action to cooldown the property market as we can see the rate hike on Oct.

I do believe the investors are fear to see capitalmallasia net earning will be continued reduce on Q4.

If I forecast Capitalmallasia Q4 net earning might be 30million.

Let us calculate the PE of this counter on year 2010.

Q4 30000000
Q3 68,024,000
Q2 113,061,000
Q1 96,784,000

2010 net profit = 307869000

Issue paid out share = 3884000000


EPS = 0.079 PE = 23.21 (with price 1.84) compare to the history PE 18.41 you can see the share value of  is still 22% higher than history PE.

That could be the reason investors sold down this counter. However, the fundamental of CapitalmallAsia in term of debt and cash flow is still strong.

Logically shortists daren't short this counter due to all time low. You can read back the thread. You can see the share price keep dropping but most of the retail buyer keep buying because of all time low and blue chip. BBs has no profit at all why they sell down and let us to pick? some more the volume was so high and a lot of big amount traded to sell in one shot. I'm not BB i can't foresee the bottom but I may consider to buy when I see the volume back to normal about 10 days. Good luck all my friends.




rickyw      ( Date: 18-Dec-2010 21:42) Posted:



DBS Vicker on 29 Oct 2010 

Says CMA benefiting from rising retail sales, consumption patterns, underlying portfolio maintained robust performance with overall YTD net property income +27% on year


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zhixuen
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18-Dec-2010 22:07     
 
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Capitalmallasia has a big dropped of revenue and net earning on Q3 after a good result posted on Q2.

That could be the monetary tightening policy has been gradually released by China.

In Q4 China has more action to cooldown the property market as we can see the rate hike on Oct.

I do believe the investors are fear to see capitalmallasia net earning will be continued reduce on Q4.

If I forecast Capitalmallasia Q4 net earning might be 30million.

Let us calculate the PE of this counter on year 2010.

Q4 30000000
Q3 68,024,000
Q2 113,061,000
Q1 96,784,000

2010 net profit = 307869000

Issue paid out share = 3884000000


EPS = 0.079 PE = 23.21 (with price 1.84) compare to the history PE 18.41 you can see the share value of  is still 22% higher than history PE.

That could be the reason investors sold down this counter. However, the fundamental of CapitalmallAsia in term of debt and cash flow is still strong.

Logically shortists daren't short this counter due to all time low. You can read back the thread. You can see the share price keep dropping but most of the retail buyer keep buying because of all time low and blue chip. BBs has no profit at all why they sell down and let us to pick? some more the volume was so high and a lot of big amount traded to sell in one shot. I'm not BB i can't foresee the bottom but I may consider to buy when I see the volume back to normal about 10 days. Good luck all my friends.




rickyw      ( Date: 18-Dec-2010 21:42) Posted:



DBS Vicker on 29 Oct 2010 

Says CMA benefiting from rising retail sales, consumption patterns, underlying portfolio maintained robust performance with overall YTD net property income +27% on year

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rickyw
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18-Dec-2010 21:42     
 
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DBS Vicker on 29 Oct 2010 

Says CMA benefiting from rising retail sales, consumption patterns, underlying portfolio maintained robust performance with overall YTD net property income +27% on year
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rickyw
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18-Dec-2010 21:41     
 
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Just dig my archive and found this quote:CapitaMalls Asia Ltd: Focus on deploying balance sheet



Summary: CapitaMalls Asia Ltd (CMA) has focused on progressively deploying its strong balance sheet. It has already substantially delivered on its S$800m to S$1b 2H10 investment target with two major endeavors in Singapore (the Bedok site) and China (a 66% effective stake in a prime shopping mall and office development in Shanghai). In Malaysia, CMA recently announced that it will divest the Gurney Plaza extension to its newly listed CapitaMalls Malaysia Trust for MYR 215m (S$89.2m). Further divestments, such as of ION Orchard in Singapore, are also possible in 2011. We note that with continuing divestments, CMA’s directly owned retail portfolio is fairly immature, but this is partially offset through fee income from its listed REITs. We continue to like CMA’s retail expertise, Asia exposure, and the upside from the deployment of its balance sheet. Our previous BUY rating and S$2.40 fair value (pegged at parity to RNAV) is UNDER REVIEW.(Meenal Kumar)

 

/ocbc/ 
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epliew
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18-Dec-2010 20:08     
 
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 Alert Admin 		Hello, Interesting observation: what is the lowest point, or price is ur target or are u thinking about short this counter ?

wangwa      ( Date: 18-Dec-2010 15:11) Posted:



have u ever noticed, Friday selldown is Capitaland, with 2 million sells at closing at 3.62. Close to 8 million dollars thrown.

Thursday selldown CMA, 28 million lots transacted.

These BBs hate stocks that start with Capital***, maybe these funds lose big on this before, or trying to close book before yr end by not holding stocks that start with Capital***.

Maybe next Monday, these ppl will repeat the selldown on CMA again..
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bh704428
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18-Dec-2010 16:15     
 
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 Alert Admin 		how many lots u holding at average $2.03?

wangwa      ( Date: 18-Dec-2010 15:11) Posted:



have u ever noticed, Friday selldown is Capitaland, with 2 million sells at closing at 3.62. Close to 8 million dollars thrown.

Thursday selldown CMA, 28 million lots transacted.

These BBs hate stocks that start with Capital***, maybe these funds lose big on this before, or trying to close book before yr end by not holding stocks that start with Capital***.

Maybe next Monday, these ppl will repeat the selldown on CMA again..
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wangwa
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18-Dec-2010 15:11     
 
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have u ever noticed, Friday selldown is Capitaland, with 2 million sells at closing at 3.62. Close to 8 million dollars thrown.

Thursday selldown CMA, 28 million lots transacted.

These BBs hate stocks that start with Capital***, maybe these funds lose big on this before, or trying to close book before yr end by not holding stocks that start with Capital***.

Maybe next Monday, these ppl will repeat the selldown on CMA again..
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wangwa
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18-Dec-2010 15:01     
 
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i am holding lots at average price of 2.03.

I do not intend to cut in any other instances.

It is already so damned low, so why sell it to other ppl to collect it more lower than me? 
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rickyw
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17-Dec-2010 21:22     
 
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 Alert Admin 		still holding...so weird this stock behave...if u notice..shortist also dont have meat..cos price hovering between 1.84-1.86...

bh704428      ( Date: 17-Dec-2010 20:44) Posted:

ｕstill holding yr 10 lots or u cut partial oredi?

rickyw      ( Date: 17-Dec-2010 06:26) Posted:

10 lots @1.9
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bh704428
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17-Dec-2010 20:44     
 
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 Alert Admin 		ｕstill holding yr 10 lots or u cut partial oredi?

rickyw      ( Date: 17-Dec-2010 06:26) Posted:

10 lots @1.91

bh704428      ( Date: 17-Dec-2010 00:39) Posted:

u bot how many lots at what pric
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rickyw
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17-Dec-2010 19:54     
 
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 Alert Admin 		why u suspect them?

epliew      ( Date: 17-Dec-2010 19:49) Posted:

could it be DMG or CIMB ?

wangwa      ( Date: 17-Dec-2010 16:46) Posted:

they create fear by selling large lots at one go.

When retail investors see this, they are scared and think something bad is going to happen.

Everybody start throwing and these people eventually get to buy back at lower price

Just my tots..
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epliew
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17-Dec-2010 19:49     
 
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 Alert Admin 		could it be DMG or CIMB ?

wangwa      ( Date: 17-Dec-2010 16:46) Posted:

they create fear by selling large lots at one go.

When retail investors see this, they are scared and think something bad is going to happen.

Everybody start throwing and these people eventually get to buy back at lower price

Just my tots..



rickyw      ( Date: 17-Dec-2010 16:41) Posted:

they crazy if borrowing share for short...can they think they sell lower than anybody buy? of course will trigger buy wave since it discount..
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Hulumas
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17-Dec-2010 17:39     
 
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 Alert Admin 		Is that a kind of QUANTITATIVE MEASURE in SGX market? Creating FAKE trading volume?

des_khor      ( Date: 17-Dec-2010 16:37) Posted:

I suspect right left also the same groups of people !
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Hulumas
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17-Dec-2010 17:35     
 
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 Alert Admin 		YES !

des_khor      ( Date: 17-Dec-2010 16:37) Posted:

I suspect right left also the same groups of people !
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rickyw
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17-Dec-2010 17:04     
 
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 Alert Admin 		plus fined...

rickyw      ( Date: 17-Dec-2010 16:55) Posted:

if that kind of traitor..then he/she deserve to be caned and jailed...

wangwa      ( Date: 17-Dec-2010 16:52) Posted:

u mean tratior in the company who knew there was some fundamental problems with CMA and short sell first?
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rickyw
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17-Dec-2010 16:55     
 
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 Alert Admin 		if that kind of traitor..then he/she deserve to be caned and jailed...

wangwa      ( Date: 17-Dec-2010 16:52) Posted:

u mean tratior in the company who knew there was some fundamental problems with CMA and short sell first?



rickyw      ( Date: 17-Dec-2010 16:49) Posted:

possible also..but if u r fund manager..see good stock in discount. how u do? meaning they play in the middle of shark field...

unless...they all unite together and scared retail investor like us... but do u think among them, there is not traitor also?

stab from back...and front..haha 
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wangwa
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17-Dec-2010 16:52     
 
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u mean tratior in the company who knew there was some fundamental problems with CMA and short sell first?



rickyw      ( Date: 17-Dec-2010 16:49) Posted:

possible also..but if u r fund manager..see good stock in discount. how u do? meaning they play in the middle of shark field...

unless...they all unite together and scared retail investor like us... but do u think among them, there is not traitor also?

stab from back...and front..haha 



wangwa      ( Date: 17-Dec-2010 16:46) Posted:

they create fear by selling large lots at one go.

When retail investors see this, they are scared and think something bad is going to happen.

Everybody start throwing and these people eventually get to buy back at lower price

Just my tots..
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rickyw
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17-Dec-2010 16:49     
 
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possible also..but if u r fund manager..see good stock in discount. how u do? meaning they play in the middle of shark field...

unless...they all unite together and scared retail investor like us... but do u think among them, there is not traitor also?

stab from back...and front..haha 



wangwa      ( Date: 17-Dec-2010 16:46) Posted:

they create fear by selling large lots at one go.

When retail investors see this, they are scared and think something bad is going to happen.

Everybody start throwing and these people eventually get to buy back at lower price

Just my tots..



rickyw      ( Date: 17-Dec-2010 16:41) Posted:

they crazy if borrowing share for short...can they think they sell lower than anybody buy? of course will trigger buy wave since it discount..
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