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left_bug Senior	01-Feb-2008 09:29        left_bug About Contact  Quote this Post!
x 0   x 0  Alert Admin	Allco announce their financial statement today which I was not mentally prepare for it. Anyway their dividend yield is now over 10%, highest among REITs. If no bad news, why the beating on the stock.
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nickyng Supreme	31-Jan-2008 13:58        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	dunno any bad news leh...hmm...this is getting interesting...hee...when in DOUBT ...SHORT ! :P
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soloman Master	31-Jan-2008 12:41        soloman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well, can anyone know what is the so called "bad news" ? Or is there any news reported by the mgt ?
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nickyng Supreme	31-Jan-2008 11:26        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	wow..64.5cts lowest...seems like "left_bug" might be right !! hee...
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left_bug Senior	31-Jan-2008 11:12        left_bug About Contact  Quote this Post!
x 0   x 0  Alert Admin	I never short before. Don't want to try. 0.63 is not far away.
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nickyng Supreme	31-Jan-2008 11:01        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	juz SHORT when in doubt....hee...
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left_bug Senior	31-Jan-2008 10:58        left_bug About Contact  Quote this Post!
x 0   x 0  Alert Admin	Allco is not in manufacturing. They get their income from rental. Could it be a scandal? Fraud?
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nickyng Supreme	31-Jan-2008 10:23        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	wow...66cts now..hee...must be real BAD news....joined in the FUN yet ?!?!?! :P
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left_bug Senior	31-Jan-2008 10:13        left_bug About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah, awful. that's what happen to my in-no-value. Big sold off right before the company warning. SGX never ask why the big drop only ask why the big rise. I admire Nick for his shorting skill.
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nickyng Supreme	31-Jan-2008 10:09        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	hee..shall we join the big BASH ?!?!? hee......
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des_khor Supreme	31-Jan-2008 10:05        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is the God or MFT from this forum??"
x 0   x 0  Alert Admin	just be careful always big boy get first hand info , they dump first before the bad news !!!
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nickyng Supreme	31-Jan-2008 09:57        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	63cts?!??! wow...u r asking too much rite??  hee..then again..it might be possible :P
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left_bug Senior	31-Jan-2008 09:49        left_bug About Contact  Quote this Post!
x 0   x 0  Alert Admin	I queue at 0.63 which is 10% dividend yield. No REIT is that high now. But again how low is low is a good question? I think it's time for allco to explain why the big drop.
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nickyng Supreme	31-Jan-2008 09:43        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	wow...wat happen ??!? hee...any1 SHORTED?? short until addicted har?!?! hee..   Time Last Vol Buy/Sell 09:43:09 0.665 5 S 09:42:33 0.665 50 S 09:41:27 0.660 250 B 09:41:06 0.665 37 B 09:40:43 0.670 12 S 09:39:35 0.670 8 S 09:39:20 0.670 5 S 09:39:13 0.665 9 B 09:39:09 0.665 250 B 09:38:59 0.670 315 B 09:38:37 0.675 4 S 09:38:20 0.675 10 S 09:37:45 0.675 30 S 09:37:26 0.675 3 B 09:36:33 0.675 27 S 09:35:47 0.675 48 B 09:35:43 0.675 5 B 09:35:36 0.675 4 S 09:35:19 0.675 10 S 09:33:38 0.675 15 B
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nickyng Supreme	31-Jan-2008 06:50        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	har?? NAV so high? wow...comparing to MMP..seems like this burger not v. steady leh....hee anyway in time of panic i think if it's worth is there..can scoop and collect abit...u wont know when low is LOW :)
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HuatAh! Member	31-Jan-2008 01:16        HuatAh! About Contact  Quote this Post!
x 0   x 0  Alert Admin	Allco Reit's gearing is around 33%. NAV of $1.34 means at $0.70, it is trading at a ridiculously steep discount to NAV of 47.8%. Yield is close to 9%. Valuations and ratios wise, I would say it is a strong buy. Market sentiment plus the fact that some institution could be unloading prevents me from averaging down. Based on the last announcement, Capital Group purchased 1,771,490 shares from 19 Dec 07 to 18 Jan 08. Don't know whether they are selling again. I bought at $1.07. Haiz...just hold and see how it goes lor...
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soloman Master	30-Jan-2008 19:42        soloman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like I said, some REITS will become better buys in due time of panic The time has not come yet, according to Jim Rogers Normally REITS come doen hard as people park money for retirement, divi, etc Some of them will therefore panic in such times
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Farmer Master	30-Jan-2008 18:23        Farmer About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Gearing = Financial leverage : Use of debt to increase the expected return on equity. Financial leverage is measured by the ratio of debt to debt plus equity.
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zhenxian Senior	30-Jan-2008 17:57        zhenxian About Contact  Quote this Post!
x 0   x 0  Alert Admin	sorry what is the meaning of gearing or gear ratio? Thanks for sharing :)
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Farmer Master	30-Jan-2008 17:48        Farmer About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Not sure the exact, believe to be > 40% at least as mention in that articles. Dun ask me which & where as I can't recall....probably in one of the analyst report.
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