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Keppel Land

Keppel Land

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Contrarian Offline
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#81
23-01-2015, 02:56 PM
It's an investible developer with good fee income gone. Kep Corp probably see the need Kepland's earnings to tide over the lean years of O&G...
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kayhian Offline
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#82
23-01-2015, 03:06 PM
no wonder. no special dividend from KepLand Sad
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newyorkcityboy Offline
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#83
23-01-2015, 03:33 PM
wonder which undervalued developer is next??
Besides the cheapness, there is also the QC issue with unsold inventory.

Would the powerful Lippo make a move on OUE?
Or Wheelock HK close in on Wheelock here?
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newyorkcityboy Offline
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#84
23-01-2015, 03:39 PM
Hi CY09 - which publication may I find the article?
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CY09 Offline
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#85
23-01-2015, 03:41 PM (This post was last modified: 23-01-2015, 03:43 PM by CY09.)
(23-01-2015, 03:39 PM)newyorkcityboy Wrote: Hi CY09 - which publication may I find the article?

Hi sorry for the typo,

The publication was published 1 days ago on Yahoo news, titled some residential projects running out of time
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kayhian Offline
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#86
23-01-2015, 03:44 PM
(23-01-2015, 03:33 PM)newyorkcityboy Wrote: wonder which undervalued developer is next??
Besides the cheapness, there is also the QC issue with unsold inventory.

Would the powerful Lippo make a move on OUE?
Or Wheelock HK close in on Wheelock here?

No wonder OUE and Wheelock price shoot up today.
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newyorkcityboy Offline
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#87
23-01-2015, 03:46 PM
ya. Given Kep Corp is paying close to the NAV for Kep Land, OUE and Wheelock are potentially still cheap.
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brattzz Offline
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#88
23-01-2015, 03:55 PM
(23-01-2015, 03:33 PM)newyorkcityboy Wrote: wonder which undervalued developer is next??
Besides the cheapness, there is also the QC issue with unsold inventory.

Would the powerful Lippo make a move on OUE?
Or Wheelock HK close in on Wheelock here?

Good strategy! Big Grin

Just direct buy and take over! figure europe QE funds will be coming in too for bargain huntings! Big Grin

developers trading undervalue, watch out for outright take over! Big Grin
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR! 
4) In BULL, SELL-SELL-SELL! 
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Shrivathsa Offline
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#89
23-01-2015, 03:56 PM
My two cents worth would be that it is not likely.

Keppel Corp has cash, investing now in low oil price environment does not make sense for them. So, buying out Keppel Land at 4.4-4.6 makes sense, because Keppel Land is likely to be worth $5-7.

That would not be the case for OUE, Wheelock.
Disclaimer :-

I am not an investment professional.

I encourage you to do your own independent "due diligence" on any idea that I write about, because I could be and probably am wrong.

Nothing written here is an invitation to buy or sell any particular stock.

At most, I am handing out an educated guess as to what the markets may do.

The market will always find a new way to make a fool out of me (and maybe, even you!).

Even the best strategies of the past fail, sometimes spectacularly, when you least expect it.

I am not immune to that, so please understand that any past success of mine will probably be followed by failures
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DP28 Offline
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#90
23-01-2015, 07:32 PM
Last time this year.. capitaland took Capmallasia private.. 水涨船高 but not all 船 are sustainable.

Congrats to those who held on.. Keep a lookout next year for the next one . Big Grin
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