11112014 减持IGBreit 加码IOI Properties

11112014 减持1600股IGBreit，把资本转加码800股IOI  Properties。

原有的1000股IOI Properties，加上新加码800股，累积了1800股。

1800股/6=300股

可以用RM1.90认购300股IOI Properties附加股。

自动调高排队价，怕死买不到.结果一买到后，股价就跌到自己理想的加码价格。。。

算~当花多一点钱，减少数分钟的忐忑^_^

第一次买入IOI Properties 股价RM2.57，这一次则RM2.64，属于追高了。

如果IOI Properties股价继续见红，歪歪会继续逢低加码。

等熊等不到，难得有组合开始出现一家可以追低加码的公司，如同久旱逢甘露的滋味^_^

至于IGBreit的减持，不是该公司不好，而是之前追低加码时，已经加码超越目标累积股数。

现在看到别的机会，就开始套利减少部分IGBreit，转把资金在别的公司。


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官方面子书专业写着IOI City Mall会在11 Nov 2014开张，管理层说过，该购物中心出租率高达90%。

虽然附近还有很多购物中心，但大型又能维持得好的，却是少之又少。

曾经担心IOI City Mall会否影响Sunway Pyramid， 不过，想到Sunway Pyramid的地理位置有办公楼，Resort, 酒店，大学，几所学院，BRT也会在2015年6月开跑，并且也同样会扩大，就少了该担心。

而在Kajang，Serdang， Putrajaya, Cyberjaya的人口逐年上涨，就算增加了购物中心也是属于比较小的。

IOI City Mall 地理位置其中之一强点 

东方日报2012年家庭收入调查报告：布城家庭捧金饭碗

以公务员为主的布城，在2012年的家庭平均收入高达8101令吉，在全国排名第二高，比全国平均水平高出62%。

根据《2012年家庭收入调查报告》，大马于2012年的全国家庭平均收入是5000令吉，全国收入最高的是吉隆坡，达8586令吉，比平均数高出71%。

布城的家庭收入自统计以来都名列三甲，在2007年以5294令吉排名第三，只略低于雪兰莪（5580令吉）及吉隆坡（5322令吉），並在2009年爬上榜首，以6747令吉领先全国。既然家庭收入那么高，那公务员的薪水有多少呢？

根据大马公共服务局今年发出关于大马公务员薪金制（SSM）的通告显示，政府首席秘书基本薪水的顶薪可达2万3577令吉，而且这仍未包括津贴。

他每月可获得的固定津贴包括5300令吉娱乐津贴、3000令吉房屋津贴等。

在公务员制度里，可分成7种高级公务员（JUSA），除了政府首席秘书（VU1），可再分成3种首长级（Turus）和特別级（Utama/khas）A至C级。


歪言歪语              

在Alamanda 逛街时，歪歪也发现马来家庭很舍得花钱，也为此Alamanda开始走高档路线，开了一家又一家名牌店铺。

那些店铺卖得鞋子价格都是从三百多跳起，而包包五六百块跳起，却还是有人舍得买。

歪歪甚至看过五六个二十出头的年轻人，每个人都提着同一品牌的购物袋。

Alamanda只有戏院，保持有点旧的保龄球场，这购物中心的家庭娱乐设备少。

当IOI City Mall开张后，能否把以上的人流吸引到IOI City Mall呢？

从Putrajaya政府办公楼去到IOI City Mall不会远，大概10-15分分钟而已。

另外Bangi，Kajang，Cyberjaya也有很多办公楼和工厂，上班族放工后，周六日去逛shopping mall一直是大马人的生活习惯。
 
现代人越来越少去pasar买菜，都转去AEON, Tesco, Giant买菜。IOI City Mall就有一家Tesco Premium。

这也是歪歪看好IOI City Mall的原因之一，不过，一切还是要等自己亲自去看过，才能知道管理层的实力。


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IOI Prop to gain from MRT2
Posted on: 01 November 2014

IOI Properties Group Bhd (IOIPG) may emerge as the key beneficiary for the mass rapid transit Sungai Buloh-Serdang-Putrajaya line (MRT2), given that it has 200ha of landbank in Putrajaya, that houses IOI Resort City.

IOI Resort City comprises IOI City Mall, One and Two IOI Square, Putrajaya Marriott Hotel & Spa and Palm Garden Hotel.  Under construction is IOI Resort hotel.

RHB Research said with the latest green light from the government to go ahead with the MRT2 project, IOIPG emerges as the key beneficiary.

Based on information provided by Gamuda Bhd, MRT2 will run from the Sungai Buloh depot to Putrajaya, and the proposed stops include Kepong, Sentul, KLCC, Cheras Sentral, Serdang, Uniten and Precinct 14 Putrajaya.

“IOIPG’s IOI City Mall will likely be a valuable asset. With this MRT line, the GDV for its landbank in Putrajaya will likely rise further,” RHB Research said in a note yesterday.

The research house is maintaining its “buy” rating on IOIPG, with a target price at RM3.38, at a 30 per cent discount to its revalued net asset valuation (RNAV).

The IOI City Mall, with a Net Lettable Area (NLA) of 1.4 million sq ft, will have its soft opening this month. 

About 90 per cent of the retail space has been leased and key anchor tenants include Parkson, Tesco Premium, HomePro and Index Living by Aeon.  

“Our checks reveal that Phase 2 of the mall, which will be constructed at a later stage, will have a NLA of 900,000 sq ft. Phase 2 will be at a close proximity to Universiti Tenaga Nasional (Uniten) and the proposed Uniten MRT station could potentially be located there.

“If this materialises, the IOI City Mall will likely see long-term value appreciation, which would spur IOIPG’s RNAV re-rating.

“We expect the future GDV (currently at RM3.1 billion) of the remaining Putrajaya land to expand, given the boost from this latest infrastructure development,” RHB said.

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IOI Properties to launch RM3b properties over 7 months

Posted on: 28 October 2014

IOI Properties Group Bhd will be launching 10 projects with a total gross development value of RM3 billion over the next seven months up to its financial year ending 2015 (FY15).

IOI Group’s executive chairman Tan Sri Lee Shin Cheng (picture) said the group would be launching the projects across its three key markets, namely Malaysia, Singapore and China.

“Among the projects to be launched are Kota Warisan in Dengkil, Bukit Mahkota and Bandar Puteri Bangi in Selangor and the rest in Singapore and China,” Lee said after the company’s AGM in Putrajaya yesterday.

IOI Properties CEO Lee Yeow Seng said the group has an existing landbank of 4,046.86ha across all the three markets that will keep the group going for the next few years.

“We have a diversified range of properties. For the mass market housing, we have townships located in Bangi, Dengkil, Johor and Kulai.

“We are planning to launch another township in Malacca while for the higher-end projects, we will launch it in China, Singapore and the Klang Valley,” he said.

Lee said the group is on a continuous lookout for opportunities to increase its landbank in all of the key markets.

As for China, Lee said the group is currently evaluating all opportunities presented to them, including those outside of Xiamen, which is the only city the group is present at the moment.

Lee said while China’s cooling measures in 2013 had to a certain extent dampened the property demand in the country, the government has since gradually eased up on the measures but the group’s operations in Xiamen remain unaffected.

Lee said China currently contributes around 20% to 25% of the group’s revenue and he sees an increase in the revenue contribution with more launches over the next two to three years.

“China is relatively a good market as the selling price is much higher than Malaysia and the demand is strong,” he said.

On the group’s projects in Iskandar Malaysia, Lee said he is not concerned of the threat of a property glut due to its ownership of landbank and diversification strategy.

“There are concerns on oversupply in certain segments such as in Danga Bay where there are developers launching a few thousand high-rise units at one go.

“Of course the market will take awhile before there will be enough buyers to digest the supply. After that, the demand will pick up.

“While it is difficult to sell high-rise properties, our focus will be on developing township projects where the demand is still strong, complemented by high-rise development in selected locations where there will be a good demand for such products,” he said.

On the imposition of Goods and Services Tax next year, Lee said the group sees housing prices increasing as construction costs increase.

“Building materials will cost more, resulting in construction cost increasing at least by 6%. Commercial rates will go higher than that, especially in the Klang Valley,” he said.

Lee said IOI Properties targets an earnings of RM1 billion and sales to be close to RM3 billion for its FY15.

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