Back

Latest Forum Topics / United Engineers

Post Reply

United Engineers Post Reply Rate topic
Gingin Member	25-Jan-2015 18:00        Gingin About Contact  Quote this Post!
x 0   x 0  Alert Admin	I raise my target to $3.40 hah
Useful To Me  Not Useful To Me
kirana Senior	25-Jan-2015 12:31        kirana About Contact  Quote this Post!
x 0   x 0  Alert Admin	I see Keppel Land privatization as a strong influence to UE final.
Useful To Me  Not Useful To Me
hem2998 Veteran	25-Jan-2015 09:47        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	UE categorises its property portfolio into 3 segments: 1. Development 2. Asset mgt 3. Hospitality Which includes residential altho mostly commercial. The impending disposal of its auto unit will also reduce its debt burden . Sunstar      ( Date: 24-Jan-2015 23:10) Posted: Privatization of Keppel land now is a shrewd move to buy a below valuation given the negative sentiment of property stocks now. When the next property cycle come again, Keppel corp will have the last laugh. In relation to Ue, Ue' s portfolio is commercial properties which is not much affected by the cooling measures which is targeting residential. So probably that explains the premium it is trading to its nav now. It' s the rnav which is a mystery according to Kyoto2008 and which CIMB attempted to value but could be very conservative numbers. Stock will be entering last leg next week.  hem2998      ( Date: 24-Jan-2015 09:36) Posted: Agree with you. Market must be pricing in a re rating? UE has been actively disposing non core stuff and becoming a pure property play. It will be interesting to see what happens next week.
Useful To Me  Not Useful To Me
Sunstar Senior	24-Jan-2015 23:10        Sunstar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Privatization of Keppel land now is a shrewd move to buy a below valuation given the negative sentiment of property stocks now. When the next property cycle come again, Keppel corp will have the last laugh. In relation to Ue, Ue' s portfolio is commercial properties which is not much affected by the cooling measures which is targeting residential. So probably that explains the premium it is trading to its nav now. It' s the rnav which is a mystery according to Kyoto2008 and which CIMB attempted to value but could be very conservative numbers. Stock will be entering last leg next week.  hem2998      ( Date: 24-Jan-2015 09:36) Posted: Agree with you. Market must be pricing in a re rating? UE has been actively disposing non core stuff and becoming a pure property play. It will be interesting to see what happens next week. Qanghoo      ( Date: 24-Jan-2015 08:21) Posted: According the Shareinvestor website, UE' s NAV (note NAV and not RNAV) is 2.83. At px 3.16, UE last traded at 11% above NAV. KL' s NAV, on the other hand, is 4.95. At px 3.65, KL last traded at 26% below NAV.  Also, note that KL&rsquo s EPS is substantially higher n PE substantially lower than UE&rsquo s.  Perception of real value of the two cos shd take into account these pts as well as other factors such as the RNAVs the mkt ascribes to them and also future earning potentials, etc.  So, if we are looking at an offer px of, say, 20% higher than the last closing px for UE, I wld venture to say that even the final offer px of 4.60 for KL (assuming it goes through)   wld still considerably undervalue KL.  My 2c worth.  DYODD.
Useful To Me  Not Useful To Me
kirana Senior	24-Jan-2015 13:07        kirana About Contact  Quote this Post!
x 0   x 0  Alert Admin	We waited so many months to almost a year from August last year. Charoen remains patient man. Busy with other business. He will give ang pao to those who beleive.
Useful To Me  Not Useful To Me
hem2998 Veteran	24-Jan-2015 09:36        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with you. Market must be pricing in a re rating? UE has been actively disposing non core stuff and becoming a pure property play. It will be interesting to see what happens next week. Qanghoo      ( Date: 24-Jan-2015 08:21) Posted: According the Shareinvestor website, UE' s NAV (note NAV and not RNAV) is 2.83. At px 3.16, UE last traded at 11% above NAV. KL' s NAV, on the other hand, is 4.95. At px 3.65, KL last traded at 26% below NAV.  Also, note that KL&rsquo s EPS is substantially higher n PE substantially lower than UE&rsquo s.  Perception of real value of the two cos shd take into account these pts as well as other factors such as the RNAVs the mkt ascribes to them and also future earning potentials, etc.  So, if we are looking at an offer px of, say, 20% higher than the last closing px for UE, I wld venture to say that even the final offer px of 4.60 for KL (assuming it goes through)   wld still considerably undervalue KL.  My 2c worth.  DYODD. hem2998      ( Date: 23-Jan-2015 16:12) Posted: I guess someone out there sees it the same way as i do...
Useful To Me  Not Useful To Me
Qanghoo Supreme	24-Jan-2015 08:21        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	According the Shareinvestor website, UE' s NAV (note NAV and not RNAV) is 2.83. At px 3.16, UE last traded at 11% above NAV. KL' s NAV, on the other hand, is 4.95. At px 3.65, KL last traded at 26% below NAV.  Also, note that KL&rsquo s EPS is substantially higher n PE substantially lower than UE&rsquo s.  Perception of real value of the two cos shd take into account these pts as well as other factors such as the RNAVs the mkt ascribes to them and also future earning potentials, etc.  So, if we are looking at an offer px of, say, 20% higher than the last closing px for UE, I wld venture to say that even the final offer px of 4.60 for KL (assuming it goes through)   wld still considerably undervalue KL.  My 2c worth.  DYODD. hem2998      ( Date: 23-Jan-2015 16:12) Posted: I guess someone out there sees it the same way as i do... hem2998      ( Date: 23-Jan-2015 13:41) Posted: if Mr C take same formula of Kepcorp offer for Kepland, what would the estimatd price be?
Useful To Me  Not Useful To Me
Kyoto2008 Elite	24-Jan-2015 00:07        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Four bucks. Go for it.
Useful To Me  Not Useful To Me
hem2998 Veteran	23-Jan-2015 16:12        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I guess someone out there sees it the same way as i do... hem2998      ( Date: 23-Jan-2015 13:41) Posted: if Mr C take same formula of Kepcorp offer for Kepland, what would the estimatd price be?  Kyoto2008      ( Date: 23-Jan-2015 12:17) Posted: The heat is building up.      Big ang pow coming?
Useful To Me  Not Useful To Me
hem2998 Veteran	23-Jan-2015 13:41        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if Mr C take same formula of Kepcorp offer for Kepland, what would the estimatd price be?  Kyoto2008      ( Date: 23-Jan-2015 12:17) Posted: The heat is building up.      Big ang pow coming?
Useful To Me  Not Useful To Me
Kyoto2008 Elite	23-Jan-2015 12:17        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The heat is building up.      Big ang pow coming?
Useful To Me  Not Useful To Me
kirana Senior	23-Jan-2015 12:00        kirana About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will final story be interesting?
Useful To Me  Not Useful To Me
hem2998 Veteran	23-Jan-2015 11:54        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i dun think it will move much from here until the 30th Jan. range trade perhaps 3.05-3.11?
Useful To Me  Not Useful To Me
ozone2002 Supreme	23-Jan-2015 11:51        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:3.09     Vol:1203k     +0.03 can' t convincingly break new high..vol also dwindling.. just stating facts..not biased gd luck dyodd ozone2002      ( Date: 22-Jan-2015 15:16) Posted: Last:3.07     Vol:2402k     -0.04 looks like selling on strength..momentum died down.. gd luck dyodd ozone2002      ( Date: 22-Jan-2015 10:08) Posted: Last:3.1     Vol:979k     -0.01 momentum stopped today..down in fact, the big hands stopped pushing? watch the volume
Useful To Me  Not Useful To Me
hem2998 Veteran	23-Jan-2015 09:43        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	here we go!
Useful To Me  Not Useful To Me
hem2998 Veteran	22-Jan-2015 17:07        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$3.05 is not a great close. will prob test 303/304 resistance turned support tomoroow. v
Useful To Me  Not Useful To Me
kirana Senior	22-Jan-2015 15:33        kirana About Contact  Quote this Post!
x 0   x 0  Alert Admin	I read quite many official analyst reports. Also posts here. And my own mind. Kyoto theory is to see it push to uncharted territory. The winnders takes all. I hope this episode to be interesting. Make it a hunger games - part 3!
Useful To Me  Not Useful To Me
ozone2002 Supreme	22-Jan-2015 15:16        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:3.07     Vol:2402k     -0.04 looks like selling on strength..momentum died down.. gd luck dyodd ozone2002      ( Date: 22-Jan-2015 10:08) Posted: Last:3.1     Vol:979k     -0.01 momentum stopped today..down in fact, the big hands stopped pushing? watch the volume
Useful To Me  Not Useful To Me
Gingin Member	22-Jan-2015 13:40        Gingin About Contact  Quote this Post!
x 0   x 0  Alert Admin	The last big buy up was ytd at 3.10 I haven' t seen any bb today and if this persist,this probably indicate offer price is not too far from this. In other words no more meat la Expect a offer of 3.20-3.25 ozone2002      ( Date: 22-Jan-2015 10:08) Posted: Last:3.1     Vol:979k     -0.01 momentum stopped today..down in fact, the big hands stopped pushing? watch the volume
Useful To Me  Not Useful To Me
ozone2002 Supreme	22-Jan-2015 10:08        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:3.1     Vol:979k     -0.01 momentum stopped today..down in fact, the big hands stopped pushing? watch the volume
Useful To Me  Not Useful To Me

                                                         First   < Newer   1441-1460 of 1912   Older>   Last