tag:blogger.com,1999:blog-7944902213075756335.post5244133930572414187..comments2024-03-18T15:38:20.232+08:00Comments on A Singaporean Stocks Investor (ASSI): Invested in Guocoland with Mr. Quek Leng Chan.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger56125tag:blogger.com,1999:blog-7944902213075756335.post-61068205577740931132018-09-11T17:27:05.534+08:002018-09-11T17:27:05.534+08:00Lena Nyk says...
Can I ask if you still have posit...Lena Nyk says...<br />Can I ask if you still have position on Guocoland. <br />Also would you accumulate more now that Guocoland is at $1.84. <br />Thankful if you can talk to yourself.<br /><br />AK says...<br />I am still invested but I am not adding. <br /><br />On its own, it isn't a big investment but my overall exposure to property developers in Singapore is quite significant if we put AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-91078733171524131282018-07-07T11:00:32.912+08:002018-07-07T11:00:32.912+08:00Reader says...
Guocoland now interesting value now...Reader says...<br />Guocoland now interesting value now. Come to think of it, there might be interesting property play in the next few months if company cannot sell their units. What do you think?<br /><br />AK says...<br />It is trading at a big discount to NAV. I think it is cheap but I am more interested in accumulating SingTel now. 😜<br /><br />Reader says...<br />i would think some propertyAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-523657315119133172018-07-06T12:17:14.115+08:002018-07-06T12:17:14.115+08:00Hi Charles,
The latest property cooling measure i...Hi Charles,<br /><br />The latest property cooling measure is unfortunate for local property developers.<br /><br />Guocoland is now trading at an even bigger discount to NAV.<br /><br />What to do?<br /><br />I am satisfied to simply hold on and be paid in the meantime.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-29466281580558239202018-07-06T11:50:12.891+08:002018-07-06T11:50:12.891+08:00any new thoughts on Guccoland? price plunge for al...any new thoughts on Guccoland? price plunge for all related stocks after gov announcement<br />JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3322913417517761872018-06-01T11:52:09.042+08:002018-06-01T11:52:09.042+08:00Reader says...
Long time never write on Guccoland ...Reader says...<br />Long time never write on Guccoland liao hor....u are so right to get out of Accordia Golf ....drop so much now 🙂<br /><br />AK says...<br />Aiyoh. I anyhow think and anyhow buy and sell one lah. I blur blur de. 😛<br />Guocoland? Alamak. I forgot I have.<br />Relatively small investment. Easy to forget 😛AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-5014706425697787832018-01-08T15:28:22.889+08:002018-01-08T15:28:22.889+08:00Hi csky,
Your concerns are valid.
Have you wonde...Hi csky,<br /><br />Your concerns are valid.<br /><br />Have you wondered why my investments in property developers did not make it into the list in the blog below?<br /><br />http://singaporeanstocksinvestor.blogspot.com/2017/10/largest-investments-in-my-portfolio.htmlAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-89641317198791500572018-01-08T02:23:37.325+08:002018-01-08T02:23:37.325+08:00Hi AK, I am kind of confused about property counte...Hi AK, I am kind of confused about property counters and hope you can share some thoughts. <br /><br />If one is negative about the prospects of residential property (increasing vacancy, falling rental and lack of demand catalyst), why would it make sense to invest in property stocks? Granted, you mention that it's undervalued because you believe it's priced lower than its RNAV, but if cskyhttps://www.blogger.com/profile/06744781321170645930noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-56118539396063112622017-08-30T20:38:59.938+08:002017-08-30T20:38:59.938+08:00Hi Kevin,
Thanks for sharing. Always learning new...Hi Kevin,<br /><br />Thanks for sharing. Always learning new stuff from you. :DAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-15935676131349740942017-08-30T15:28:32.699+08:002017-08-30T15:28:32.699+08:00Hi AK and jojo,
You can make use of the StockFact...Hi AK and jojo,<br /><br />You can make use of the StockFacts function on the SGX website. http://sgx.com/wps/portal/sgxweb/home/company_disclosure/stockfacts<br /><br />It is a very powerful tool which summarises all the important data for analysis for stocks listed on the SGX and most importantly it is free of charge for usage. :P<br /><br />This is Guocoland's data shown on SGX StockFacts.Kevinhttps://www.blogger.com/profile/16280702711941276740noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-28966999773054281362017-08-30T14:56:58.531+08:002017-08-30T14:56:58.531+08:00Hi jojo,
"Gearing refers to the level of a c...Hi jojo,<br /><br />"Gearing refers to the level of a company’s debt related to its equity capital."<br />Source:<br />http://www.investopedia.com/<br /><br />This is usually expressed in percentage terms.<br /><br />I find a gearing ratio of 100% or higher to be high and Guocoland is quite close although it has dropped to under 100%. It is my view that it could drop further as cash AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-50360402679456495852017-08-30T14:04:24.206+08:002017-08-30T14:04:24.206+08:00Hi AK,
I remember you writing somewhere abt the h...Hi AK,<br /><br />I remember you writing somewhere abt the high Gearing in yr blog on Quocoland. Now I can't find it.<br /><br />I just would like to learn two things from you re Gearing:-<br />How do you compute (formula you use), and<br />What's your threshold for High Gearing?<br /><br />Thanks.anonhttps://www.blogger.com/profile/14933269878913721933noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-30445081227879914482017-08-28T15:03:44.789+08:002017-08-28T15:03:44.789+08:00Hi Laurence,
There are both investors and specula...Hi Laurence,<br /><br />There are both investors and speculators in the ecosystem. <br /><br />If they are good at what they do, they will both make money. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-13596417245346168522017-08-28T14:51:51.779+08:002017-08-28T14:51:51.779+08:00Today Guocoland reported huge profits plus 7c divi...Today Guocoland reported huge profits plus 7c dividends but the stock price went up a measely 1c?<br />Most investors fail to see value when even when it' s staring at their faces. Instead they keep trooping into bottomless sink-holes such as Noble and Ezion, just like the fairy tale The Pied Piper of Hamelin. Lol.<br /><br />"GuocoLand' s Q4 net profit surges S$205m to S$244.8m<br laurencehttps://www.blogger.com/profile/00674907410230833403noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-88199675552587241592017-08-28T00:51:56.120+08:002017-08-28T00:51:56.120+08:00Hi SD,
I have added a link to your blog in my blo...Hi SD,<br /><br />I have added a link to your blog in my blog's left side bar under "RESOURCES".<br /><br />Good or bad, I always believe it is luck. Well, for me anyway. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-50704676610431985232017-08-28T00:05:54.824+08:002017-08-28T00:05:54.824+08:00Hi AK,
Thanks for the welcome :)
Can we exchange...Hi AK,<br /><br />Thanks for the welcome :) <br />Can we exchange blog links?:)<br /><br />Also, thank you for dropping by :)<br />I believe it's not luck, we've done our homework~sleepydevilhttps://www.blogger.com/profile/03214790983822461454noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66971519159447743972017-08-27T23:59:16.923+08:002017-08-27T23:59:16.923+08:00Hi sleepydevil,
I was lucky I got in when I did. ...Hi sleepydevil,<br /><br />I was lucky I got in when I did. Just pure dumb luck. ;)<br /><br />Welcome to the blogging community. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-75267656850372662972017-08-27T23:49:52.825+08:002017-08-27T23:49:52.825+08:00Hi AK,
Major beneficiary is Mr Quek Leng Chan.. Y...Hi AK,<br /><br />Major beneficiary is Mr Quek Leng Chan.. Yes.. <br />But...It's a good news for AK too :)<br /><br />Congratulations :)<br />Do drop by my blog :)sleepydevilhttps://www.blogger.com/profile/03214790983822461454noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-16617791738902200882017-08-27T23:37:12.151+08:002017-08-27T23:37:12.151+08:00Hi sleepydevil,
Good news and the major beneficia...Hi sleepydevil,<br /><br />Good news and the major beneficiary is Mr. Quek Leng Chan. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3168800686916947772017-08-27T12:57:42.034+08:002017-08-27T12:57:42.034+08:00Dividends at 7 cents declared :)
FY2017 report
ht...Dividends at 7 cents declared :)<br /><br />FY2017 report<br />http://infopub.sgx.com/FileOpen/SGX-Jun2017.ashx?App=Announcement&FileID=468614sleepydevilhttps://www.blogger.com/profile/03214790983822461454noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-37489337908463406982017-08-26T18:43:54.044+08:002017-08-26T18:43:54.044+08:00Hi Kevin,
Thanks for the update :)Hi Kevin,<br /><br />Thanks for the update :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-55237943587959382722017-08-26T18:19:11.421+08:002017-08-26T18:19:11.421+08:00Hi AK and Jonathan Ang Wei Shan,
This might give ...Hi AK and Jonathan Ang Wei Shan,<br /><br />This might give you some clue. The link below is the latest valuation of Guoco Tower and 20 Collyer Quay. ;)~~~~~~~~~<br /><br />http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content&B=RSSAnnouncementToday&F=4D768XB8LSD5YWV5&H=9ae8d8456c5e46881d2f5135e9ffabc179de90550f38aee150abc961a03bb702Kevinhttps://www.blogger.com/profile/16280702711941276740noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-25542829053864638622017-08-26T14:31:41.329+08:002017-08-26T14:31:41.329+08:00Jonathan Ang Wei Shan:
Hi AK, Guocoland is 2.29 n...Jonathan Ang Wei Shan: <br />Hi AK, Guocoland is 2.29 now, I bought it at 1.83 when I read your article and did some homework. Are you still holding on to it? I was thinking if Guocoland has the ability to earn more money in the future to justify me holding it for longer time<br /><br />AK:<br />You did some homework? Then, you should have the answer. Don't ask me. :p<br /><br />Jonathan Ang AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-88559500555994747152017-08-24T14:39:30.448+08:002017-08-24T14:39:30.448+08:00Hi Charles,
Thanks for the update :)Hi Charles,<br /><br />Thanks for the update :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-84953363363771690552017-08-24T14:06:25.258+08:002017-08-24T14:06:25.258+08:002.29!!! up and up and up!2.29!!! up and up and up!JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-50572507817622764302017-08-10T21:42:25.712+08:002017-08-10T21:42:25.712+08:00GuocoLand looks to rise in private home prices :...GuocoLand looks to rise in private home prices :)~~~~~~~~<br /><br />http://i.imgur.com/VNZDeKv.jpgKevinhttps://www.blogger.com/profile/16280702711941276740noreply@blogger.com