2006 Stock Picks! :D
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Heard of hedging?Originally posted by KumSioJui:Now is casino fever, anything associated with it will sure cheong, if genting wins the short term it will go up.
Nevertheless
once they start building the casino
all the big fund houses throw this stock ... When massive amts of money leave a company the price never goes up it always goes down. one billion is not one million or ten million or 100+ million but billion and they are spending 1-2 billion just to build a casino, that kind of money dun grow on trees overnight.
Good luck if you want to hold it for 6 yrs.
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My bet is on Capitaland....because TH has a 43% stake in it.Originally posted by Gazelle:For Marina IR, I think one of the GLC will get it. My bet is on Keppel because of their strong focus on MICE.
As for Sentosa, I think Genting have a high chance because of their partnership with Universal and also experience with middle and lower class gamblers.
That makes me wonder if I should start buying Keppel and Genting shares...
But the price of Capitaland right now...so high. Not justifiable to buy it at $3.56 as NAV is much lesser than that. -
hey dude 1 billion is not even enough to buy the piece of land. Keppel/Harrah's bid is aroud around 3 to 4 billions Sing$.Originally posted by KumSioJui:Now is casino fever, anything associated with it will sure cheong, if genting wins the short term it will go up.
Nevertheless
once they start building the casino all the big fund houses throw this stock ... When massive amts of money leave a company the price never goes up it always goes down. one billion is not one million or ten million or 100+ million but billion and they are spending 1-2 billion just to build a casino, that kind of money dun grow on trees overnight.
Good luck if you want to hold it for 6 yrs.
It is not just casino they are building lah, it will include concert hall, hotels, shopping mall, entertainment house, convention centre etc... -
Sentosa I think is slightly cheaperOriginally posted by Gazelle:hey dude 1 billion is not even enough to buy the piece of land. Keppel/Harrah's bid is aroud around 3 to 4 billions Sing$.
thats the thing, its a huge outlay to consider, and standly ho consortium just pulled out because of high cost issue. In the end I would rather buy construction companies or building materials suppliers since building all these hotels, concert halls etc ... is going to require a lot of building materials. Then after a few years switch to casino also not too late.
It is not just casino they are building lah, it will include concert hall, hotels, shopping mall, entertainment house, convention centre etc... -
outlay is huge, but there will be more income streams from other activities not related to casino. I believe stanley ho pulling out of the race has got nothing to do with the cost itself. It is more about his willingness to committ in this IR for longterm I think our goverment is not stupid, the reason why they make it so expensive is that whoever that win will have to committ this on a long term basis.Originally posted by KumSioJui:thats the thing, its a huge outlay to consider, and standly ho consortium just pulled out because of high cost issue. In the end I would rather buy construction companies or building materials suppliers since building all these hotels, concert halls etc ... is going to require a lot of building materials. Then after a few years switch to casino also not too late.
For such a project, i can assure you that main contractor will be a foreign company. -
true, not the first time we give to foreign contractors but they will partner with local companies and many local construction companies will benefit.Originally posted by Gazelle:outlay is huge, but there will be more income streams from other activities not related to casino. I believe stanley ho pulling out of the race has got nothing to do with the cost itself. It is more about his willingness to committ in this IR for longterm I think our goverment is not stupid, the reason why they make it so expensive is that whoever that win will have to committ this on a long term basis.
For such a project, i can assure you that main contractor will be a foreign company. -
i have to accept that i am really not good at stocks.
cb, wingtai is moving again.
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Pls use the PM Function. Thank You
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Tell you dont sell liao.Originally posted by dragg:i have to accept that i am really not good at stocks.
cb, wingtai is moving again. -
Genting int touch 0.390 today, I expect price to go up further as the IR speculation heats up. BUY now and Sell before the result is out.Originally posted by nightzip:Yesh, Genting Intl. already building the casino hotel in Macau, should be up and running by 2007. That's why they need the IPO.
Anyway, its backed up by Macau govt. as they officially open the casino market from the only Stanley Ho. So expect this:
1). Short term ==> If Genting gets IR bid in Sentosa, prices will rise.
2). Even if Genting IR dont get the bid, Macau is up and running ==> prices stay, no drop.
3). 3-5 years down the road, AS LONG AS Genting announce yearly profits (remember, DONT need to balance out the initial pumping in of the money to build the IR's etc), the prices will remain stable or rise progressively.
On point 3, it is generally difficult for casinos not to announce yearly profits based on gaming. And you should NOT take the initial pump in of money to check human psychology.
My bid: Good buy for Genting Intl.
4). When the Casino's are up and running, >6 years, prices should have gone up by 30% at least from current price.
5). Also have to check out Mr. Lim's children if they are good enough to handle father's business. Else will be same as the current news about the Mongol. Touch wood, if father pass on, if the son has reputation not good at managing, then prices will fall. -
These are some of the shares to watch for in 2006
China based stocks
Details:
http://www.kelive.com/kelive/userview/DetailPage.jsp?cntry=SG&lang=en&cat=SF&contId=4708
Sinomem
Details:
http://www.uobkayhian.com/files/testdisplay.asp?serialno=2111&researchtype=1
Global Voice Group
Deatils:
http://www.kelive.com/kelive/userview/DetailPage.jsp?cntry=SG&lang=en&cat=SF&contId=4712
ps. I am not affiliated in anways to any of the anylasts or reports -
DBS is not a good stock now as it recently made a 440 million loss.
Look out for MultiVision on Monday as the stock will most probably be hit badly after the XD. Good time to buy. They have now gone into the sports lottery business
read this
http://www.uobkayhian.com/files/testdisplay.asp?serialno=2153&researchtype=1
Disclaimer: This is not an inducement to trade but its at your own risk -
those who bought shares recently must be regretting terribly.
another 70 pts gone today. -
I haven't buy enough..please don't pump the price to rocket high.. I will definitely pick them up if it is only "blue" chip - bank counter, trading house, maybe public transport and no others.
I really need to study lot more on others before I touch my phone..
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just heck care put one side dont see.Originally posted by dragg:those who bought shares recently must be regretting terribly.
another 70 pts gone today. -
treat it as paper loss?Originally posted by onefour02:just heck care put one side dont see.
a lot of people do it.