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Taken profit this morning. Good luck to long-term holders.
hi bro, yes, KSH is a good company , Lian Beng too. But i just taken profit for my Lian beng already.
The rise is too fast and definitely the work of BBs riding on the good news to pump. Anytime the music stops, one may be buying at high and may be stuck for a considerable amount of time until the fundamental slowly work the share price up again but this may take at least a few mths to 1 to 2 years.
Tomorrow is T+3 if i am wrong, contra + forced selling may appear too.
Abit too scary for me to hold on to my Lian Beng. I would have prefer Lian Beng to have a slow but steady climb, but i am not complaining:)
I sold most of my lian beng at 62 to 62.5 cents this morning
sunview ( Date: 06-Apr-2017 16:45) Posted:
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Your comment is well worth considering. The run-up in the last 3 sessions due to the Gaobeidian project is too fast and furious. Profit-taking is too tempting (I may also do that any time). KSH is now trading in uncharted territory. We just don' t know how far the big boys are going to push.
In any case, KSH is a wll-run and profitable company. It has zero net debt and gives out dividends every year. Even without the potential huge jump in average selling price in the Gaobeidian project, valuation at current price is still not expensive at about 7x forward PE and 4% dividend yield.
HazardKoh ( Date: 06-Apr-2017 14:42) Posted:
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u are right.. did rally abit... but abit no strength liao..
be careful, dun buy high and get stuck .. the BBs may decide to leave or any bad news from china side to curb speculation in the housing in area near the new special zone, then the share price of the 3 trios will collapse ..
Just monitor closely. Cheers
feedfrenzy ( Date: 06-Apr-2017 14:54) Posted:
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you have a point. thanks! but the laggard might rally abit later first :D
HazardKoh ( Date: 06-Apr-2017 14:42) Posted:
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The music is stopping soon... u buy now is buy high and hold the babies.
The BBs are pumping using the news. The china development will only start contribute in 2018 and is over 10 years.
Be careful, dun buy high and get stuck. All the best
feedfrenzy ( Date: 06-Apr-2017 14:39) Posted:
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oxley and lian beng will be laggard too!!!
The china project is a 10 years project and will " project" aka guess work that it will contribute 24 to 40+ cents profit which translate to about 2 to 4 cents EPS each year.
The share price has already risen to an equivalent of almost the 10 years profit of 24 cents using the conservative estimate. Now is overpriced and is the work of BBs making use of the euphoria to pump.
Tomorrow will be T+3 , be careful of dumping.
Cheers
The suggested 24 to 42 cents profit is based on 10 years development which means which year is around EPS of 2-4 cents.
The contribution will only kicks in from 2018.
I think is overstated and is the BB pumping and throwing to retail investors.
Up-run continues today. $0.725.
From NextInsight: KSH HOLDINGS: Investor' s estimate of upside from Gaobeidian project
https://www.nextinsight.net/story-archive-mainmenu-60/939-2017/11425-ksh-holdings-our-initial-estimate-of-upside-from-gaobeidian-project
$0.685, up another 7.9% this morning.
Besides KSH&rsquo S 22.5% stake in The GaoBeidian Project, other Singapore listed companies that have vested interests include Oxley Holdings (27.5% stake), Lian Beng (10.0%) and Heeton (7.5%). Approximately 5,540 residential units is targeted to be launched in 1H2017.
If you cannot get through to the bloomberg link, just google " China Plan to Create New Shenzhen Spurs Speculative Rampage" to get the news
sunview ( Date: 04-Apr-2017 14:26) Posted:
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Price surged 17% as of now to $0.645 today.
KSH will benefit from China' s plan to create a New Shenzhen at Gaobeidian in Hebei. Gaobeidian, earmarked by the government for develeopment as part of its decentralisation strategy, is a satellite city merely 19 minutes from Beijing by high speed train. KSH owns 22.5% of a 533.3ha development project expected to be completed by the middle of 2018
https://www.bloomberg.com/news/articles/2017-04-03/china-s-plan-to-create-new-shenzhen-triggers-speculative-rampage
http://www.straitstimes.com/business/property/ksh-aims-to-launch-3050-units-in-china-project
the initiation report came at a really bad timing when the Asian markets tanked today.
good set of results + record dividends + strong balance sheet + initiation report = flat share price. valuations are not cheap compared to industry peers.
http://kimsengheng.listedcompany.com/misc/KSH_Holdings_Ltd_-_Takeaways_from_company_visit-_Clear_earnings_visibili.pdf
In case the link requires one to login with UOB Kayhian account. The above link is from the Company' s website
northbridge ( Date: 13-Jun-2016 09:54) Posted:
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KSH Holdings &ndash Get Paid While Waiting. (KSH SP/BUY/S$0.69/Target: S$0.55) KSH Holdings, a construction firm with > 35 years of experience, is one of the best local construction firms in terms of margins and balance sheet. KSH offers earnings visibility for the next two years with orders recovering, development profits locked in and overseas projects in the pipeline. FY16 net cash of S$53.4m positions KSH well for an upturn in the construction/property market with attractive dividend yield for investors. Initiate coverage with BUY and a 0.93x P/B-based target price of S$0.69.
https://research.uobkayhian.com/content_download.jsp?id=34514& h=442465f5282183631234848d916ce365
i think we should ask sgx to please seriously look at KOYO INT... something really strange happening there ... by a group of people in a syndicate i think... sgx really no teeth...
HazardKoh ( Date: 06-Nov-2015 17:54) Posted:
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Clearly insider trading... now we all know why the share price goes up BEFORE the news is out today.. This is a CLEAR insider trading example and I hope SGX looks into this..
INTRODUCTION
The board of Directors (the &ldquo Directors&rdquo ) of KSH Holdings Limited (the
&ldquo Company&rdquo ) is pleased to announce that the Company is proposing a bonus
issue (the &ldquo Proposed Bonus Issue&rdquo ) to its shareholders on the basis of one
(1) bonus share to be credited at nil consideration and as fully paid (&ldquo Bonus
Shares&rdquo ) for every eight (8) existing shares in the capital of the Company
(&ldquo Shares&rdquo ) (including treasury shares) held as at a books closure date
(&ldquo Books Closure Date&rdquo ) to be determined by the Directors for the purpose of
determining the entitlements of shareholders.
$0.63. KSH is now in uncharted territory.
sunview ( Date: 06-Nov-2015 15:08) Posted:
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Wow, really strong. $0.615 all taken.
sunview ( Date: 28-Oct-2015 09:37) Posted:
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