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No point. This counter still languishing below its NAV despite the more than 500% increase in earnings.

(12-12-2014, 09:12 AM)Curiousparty Wrote: [ -> ]No point. This counter still languishing below its NAV despite the more than 500% increase in earnings.

That is because it is a property counter.. Earning is sporadic. Near term future is uncertain.

(11-12-2014, 08:23 PM)safetyfirst Wrote: [ -> ]

(11-12-2014, 07:31 PM)BlueKelah Wrote: [ -> ]The earnings have all 'song song go to Jurong' liao loh

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haha what does this mean?

Hokkien expression, just means earnings have happily gone into the investment for recurring income for purchase of the Jurong property. [emoji3]

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I think still can bet 7cts divds in March 2015 as boss holds >53% stake.

Personal opinion only!

Based on the Top 20 shareholders in AR, the low brothers own a total of 532.929 million shares or 72.1% stake and had a payout ratio between 30% to 46% for the past 5 years.

Dato’ Marco Low Peng Kiat 398,245,345
Low Keng Boon @ Lau Boon Sen 81,793,450
Low Keng Hoo @ Lau Keeng Foo 52,889,946

The following is a short write up L&T this morning..

Low Keng Huat ($0.655, unchanged) saw 3Q15 revenue
surge multi-fold from S$22.2mln to S$408.5mln as net profi t
increased 523% to S$65.01mln. For 9M15, turnover rocketed
from S$57.7mln to S$459.3mln while net earnings appreciated
102% to S$83.5mln. The higher revenue was mainly attributed
to its new development business in FY15 while higher
construction sales at S$52.7mln also helped. Similarly, the
higher bottomline was also mainly due to higher profi ts from
development segment.
No interim dividend was declared (3Q14: nil). Going forward,
the company warned that the cooling measures introduced by
the Singapore government and the release of more land for
development to cool the residential market continues to slow
down the sluggish property market. At $0.655, market cap is
S$483.9mln, trailing P/E is 5.4x, P/B is 1.0x, dividend yield is
4.6% and price-to-sales is 1.0x

According to latest annual report, public hands only hold 24%.

http://www.sgx.com/wps/portal/sgxweb/hom..._financial

When Mgmt start collecting or do share buybacks will be the time to follow and wack kao kao. Now just waiting as sg property is sliding.

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(13-12-2014, 12:08 AM)BlueKelah Wrote: [ -> ]When Mgmt start collecting or do share buybacks will be the time to follow and wack kao kao. Now just waiting as sg property is sliding.

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Mdm Lau Choy Lay spouse of Low Keng Boon picked up 358 lot @ 67 cents per share on yesterday evening.

http://infopub.sgx.com/FileOpen/_2014121...eID=328549

(17-12-2014, 05:49 PM)ngcheeki Wrote: [ -> ]

(13-12-2014, 12:08 AM)BlueKelah Wrote: [ -> ]When Mgmt start collecting or do share buybacks will be the time to follow and wack kao kao. Now just waiting as sg property is sliding.

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Mdm Lau Choy Lay spouse of Low Keng Boon picked up 358 lot @ 67 cents per share on yesterday evening.

http://infopub.sgx.com/FileOpen/_2014121...eID=328549

Mdm Lau reading our forum?

Mdm Lau rich leh, only nibble 240k niah and at 67c instead of cheaper price just few weeks back. Think she nibble this price as well last year or eary this year.

Not convincing enough to join in yet but alerted. Wait for Mg put a couple million the will join in. Besides STI still 3200+ not low enough to jump in yet.

Mdm Lau bought another 190 lots. Brings total last couple of days to 548 lots, that's increasing her total stake by 1% (she has total 28,000 lots).