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101-120 of 270
Same to you.
Yoma Strategic
Supports and resistances:
0.592 **
0.566 *
0.54 **
0.50
0.44 last
0.435
0.416 **
0.372 *
0.346 **
Laoliu ( Date: 28-Oct-2015 16:26) Posted:
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Nice to see you here too.
I also bought no long ago at 0.440, touched high 0.475 recently, but I am still holding tight.
samson, thx for the info, appreciate it.
samson ( Date: 28-Oct-2015 15:50) Posted:
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Yoma Strategic Holdings
Positive steps towards constitutional reform
Six-party talks to resolve domestic political issues dubbed " a success"
Myanmar' s first six-party talks on constitutional reform, upcoming general elections,
and a nationwide ceasefire accord between the military and armed ethnic groups, were
recently concluded, with the government labelling the meeting " a success" . The twohour
discussions involved President U Thein Sein, opposition leader Aung San Suu Kyi
(ASSK), the head of the military, speakers from the upper and lower houses of
parliament, and an ethnic minority representative.
Agreement to amend the constitution broadly positive for Yoma
According to media reports, the participants agreed to amend the military-drafted
constitution enacted in 2008, though details would only be discussed during their next
meeting, likely sometime in May. The constitution currently bars ASSK from running for
presidency, and effectively grants the military a veto over amendments to most of the
charter, but it remains unclear if these provisions will be lifted.
National elections in November a near-term event risk
National elections are slated to be held in November this year, and based on the results
of earlier by-elections, various media agencies have suggested that it is highly likely that
ASSK will win a majority of the seats. The country' s last general election was in
November 2010, in which the quasi-military Union Solidarity and Development Party
(USDP) won the majority of parliamentary seats, while ASSK' s National League for
Democracy (NLD) boycotted the elections. In our view, failure to amend the constitution
ahead of November is a risk, as it could threaten political and socio-economic stability.
Valuation: Proxy to a rapidly growing economy Maintain Buy
Notwithstanding the above, Myanmar' s economic and political reforms so far have led
to an impressive US$8bn of FDI in FY15, double from a year ago, led by investments in
oil & gas, telecommunications, and real estate. The Asian Development Bank expects
Myanmar' s GDP to grow at 8.3% in FY16, propelled by investments stimulated by
structural reforms and an improving business environment. We like Yoma as a proxy to
Myanmar' s rapidly growing economy, and maintain our Buy rating. Our PT of S$0.80 is
based on SOTP, including 0.7x FY15E RNAV for real estate and a 15% WACC.
jack2906 ( Date: 28-Oct-2015 13:06) Posted:
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Nice to see you here~
Yes, bought some at 45.5 and 43.5 cents this week. Hope it will up more :)
Laoliu ( Date: 28-Oct-2015 11:25) Posted:
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good counter for long term? results out tomorrow hope its positive news. vested abit here also..
Laoliu ( Date: 28-Oct-2015 11:25) Posted:
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Ya, jack2906, same old Laoliu that holding lots of Hovid shares. You also bought Yoma Strategic? This is a good counter, I am waiting for it to breakup 0.500 and above.
jack2906 ( Date: 27-Oct-2015 20:05) Posted:
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relax...
samson ( Date: 27-Oct-2015 23:45) Posted:
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Yoma Q3 result will be out this thuresday 29 OCT 2015
Good Result ?
or No Good why the stock drop .Today ?
jack2906 ( Date: 27-Oct-2015 20:05) Posted:
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are you the same Laoliu in klse.ie3vestor.com? the strong Hovid supporter?
really hope it will go up higher tmr, today manage to bottom fishing some @ 53.5cents~
Laoliu ( Date: 27-Oct-2015 15:31) Posted:
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Definitely will go up higher !
Yoma Strategic Holdings - DBS Vickers Research 2015-10-05: Christmas comes early ! Yoma Strategic Holdings - DBS Vickers Research 2015-10-05: Christmas comes early ! Yoma Strategic Holdings - Christmas comes early ! Axiata Group to acquire Telecommunication Tower Leasing Business from consortium involving Yoma Potential sale of Yoma&rsquo s 25% stake in Digicel Asian Holdings Pte Ltd could reap gains of US$20m Maintain BUY, TP S$0.78 Potential sale of Digicel Asian Holdings Pte Ltd (DAHPL) to Axiata Group Bhd. Yoma Strategic Holdings (Yoma) announced that its partner, Digicel Group Limited, has entered into a conditional sale and purchase agreement with edotco Group Sdn Bhd (edotco), a wholly owned subsidiary of Axiata Group Bhd to dispose of its 75% interest in DAHPL at an agreed enterprise value of US$221m. DAHPL is joint venture company between Digicel Group (75% stake) and Yoma (25% stake). The JV company owns Myanmar Tower Company (MTC) and is involved in development, construction and leasing of telecommunication towers in Myanmar. The conditions of the Proposed Transfer include a written consent from Yoma and approvals from the regulatory authorities in Myanmar. Potential sale of its 25% stake could reap gains of US$20m. Based on the agreed sale price, Yoma&rsquo s equity stake is worth an estimated US$20m above its book value. We understand that Yoma&rsquo s management is evaluating its options and is in discussions with edotco. At this point, a sale of its 25% stake in this JV company is uncertain. In our view, a sale will be the optimal outcome as it will further streamline the group&rsquo s focus towards its core businesses of real estate, consumer and automotive. We have not ascribed a value at this point and if a sale does materialise, Yoma is expected to realise a gain of 1.1 UScts a share. Maintain BUY and S$0.78 TP. Yoma&rsquo s stock price performance has been muted lately, which we believe is due to the uncertain political climate (elections are due to be held in mid-Nov-15) resulting in a slowdown in its core real estate business. Yoma is trading at an attractive 0.5x RNAV. Catalysts hinge on turnaround in the group&rsquo s real estate business better than expected operational results from its consumer (FMCG), tourism and automotive businesses. Derek Tan | Rachael TAN http://www.dbsvickers.com/
samson ( Date: 27-Oct-2015 10:44) Posted:
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lYN lYN YOU LOAD IN MORE ?
lyn_lyn ( Date: 23-Oct-2015 15:08) Posted:
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any price below 0.47 will be good to load.. currently we are in bullish trend~
may i know what is a good target price to load?
lyn_lyn ( Date: 26-Oct-2015 17:02) Posted:
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lyn lyn awaiting to load.....
earning results and Myanmar Election......
stay tuned for the latest update.....from lyn lyn
Yoma 3Q result on 29 Oct out
shell be Good
lyn_lyn ( Date: 23-Oct-2015 15:08) Posted:
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lyn lyn supporters......
trade your plan and plan your trade.....
market will not go in a straight line......
be it.....up trend ......or down trend.....
just trade your plan.....
Good counter to invest, worth to buy more. Near term Tp 0.500.
counting...counting.....counting.....
lyn lyn so busy......
the magic numbers gave you the answer.....
0.475.....
thanks to shortists......strong buy back......LOL
feedfrenzy ( Date: 21-Oct-2015 22:19) Posted:
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