Bull13AVALAND: Transforming From Strength to Strength - KingKKK (Intrinsic Value 46 sen, 57% upside)
07/03/2024 3:49 PM
Bull13Rising revenue and rising profits for the last 6 quarters has put many property developers to shame. Definitely worth more than 46 sen as said by King KKK
07/03/2024 4:38 PM
Bull13High end luxury condos and properties are now in demand with weaker ringgit and demand from expatriates. Avaland definitely to benefit. Maybe nxt QR they will declare dividend?
pinetree88Nice chart today... Hope can test 0.40 next wk. Looks finally broke out after 2 wks accumulation at 0.31-32 level..
08/03/2024 4:25 PM
leokooI'm concerned over Avaland's debts :( any thoughts, folks? Avaland has negative cashflow from operations (CFFO) and is being propped up by Ayalaland's money to the tune of RM 500 mil.
nemesisIn terms of Debts and financial cashflow, do not worry as Ayala Land will always provide strong financial support to Avaland as parent company...
13/03/2024 6:58 PM
BursaKakisAvaland tops out Casa Embun Phase 1 in Cybersouth https://www.edgeprop.my/content/1908811/avaland-tops-out-casa-embun-phase-1-cybersouth
wbuffet2Look if the major shareholder, Ayalaland has fullest confidence in Avaland by providing shareholder's advance......and if the major shareholder is prepared to "invest" another RM500m........what has an ordinary shareholder like us got to lose!
This itself is a queue that the latter will shoot up 2X to 4X from current level in near term.
14/03/2024 11:11 AM
nemesisIt is a 1.00 share in years to come soon...Taiko is Ayala Land!!! Pls google how massive the company is...
14/03/2024 11:33 AM
pang72RHB Investment Research Reports Avaland - Charting a New Chapter
rhbinvest Publish date: Wed, 27 Dec 2023, 11:49 AM MYR0.40 FV based on a 60% discount to RNAV. After undergoing a major operational restructuring, Avaland’s earnings and profit margin have improved substantially since two quarters ago. The company is now led by a group of experienced management team and board members who understand the Malaysia property market well. The right products and strategies should drive strong earnings momentum ahead.
pang72Our Company Ayala Land is the largest property developer in the Philippines with a solid track record in developing large-scale, integrated, mixed-use, sustainable estates that are now thriving economic centers in their respective regions.
Following the success of the Makati Central Business District (Makati CBD), Ayala Alabang, Cebu Park District, Bonifacio Global City (BGC), and Nuvali, we continue to increase our footprint by building estates that reach and benefit more people.
With 12,483 hectares in our land bank, 30 estates, and presence in 57 growth centers across the country, we offer a balanced and complementary mix of residential developments, shopping centers, offices, hotels and resorts, and other businesses. Construction and property management services are led by subsidiaries, Makati Development Corporation, and Ayala Property Management Corporation, respectively.
14/03/2024 2:14 PM
pang72Largest property developer in Philippines. I will say, it is safe in this company
14/03/2024 2:15 PM
BursaKakisAvaland Revenue Visibility Clear With Sizeable Project Launches https://www.businesstoday.com.my/2024/03/14/avaland-revenue-visibility-clear-with-sizeable-project-launches/
14/03/2024 3:32 PM
xuxupang72 you are here hehe. Buying the same stock again, good stock and up gradually and worth to wait
14/03/2024 5:32 PM
pang72Xuxu You earns money in YTL... You will earn money in Avaland.. The largest property developer ever in Philippines..... expanding arm to Malaysia
14/03/2024 6:27 PM
pang72Valuation The house ascribes a RNAV-derived fair value of RM0.50 based on 25% RNAV discount (in line with the discount ascribed for our small-mid cap property coverage). The stock is trading at an attractive 0.5x PBV, as compared to 0.8x among others small-mid cap property peers.
BY PHILIP
14/03/2024 6:28 PM
Bull13Yes. 50s is not a proble. Hugely undervalued. May declare dividend next Quarter
14/03/2024 11:27 PM
pinetree88Avaland has broke recent high but price still have not broke out higher like powerwell. Initially both have similar charts until powerwell surged past 0.32 and goto 0.395 in 2 days. Was expecting Avaland to hit 0.39-40 this wk but guess have to wait next wk.
15/03/2024 2:55 PM
nemesisMost analysts have started to call for a BUY on Avaland due to increasing unbilled sales that can easily surpass 1.5 bil this year
nemesisVolume getting inflated...Strong buying support i guess they are gonna push up the price to reflect its improving fundamental and stronger financial performance ahead...
08/04/2024 2:44 PM
Jonathan KeungSea of red.war jittery hitting all markets. only gold , oil and USD up .if Israel start attacking and retailiation on Iran . Whole situation worsen. Iran is not Syria or Lebanon. iran is the big brother in the Middle East
16/04/2024 10:01 AM
wbuffet2Never lose your capital. Side line first before it's too late.
16/04/2024 3:51 PM
wbuffet2If Israel retaliates, likely it will dip below 30 sen and may test the support level of 26 sen
17/04/2024 1:37 PM
StarisbornIn a period with great uncertainties....it is not wrong to be prudent to take profit or even cut losses.
17/04/2024 5:24 PM
Val-EltaWhile taking into account the short term negative risks, don't forget your long term positive risks also ya. The recent property index ballooned a lot of other property counters share price too, however, most of them are not supported by EPS. Which naturally should come down, however Avaland has fundamental support.
Key mid term positive risks Next week - Annual Report published, may give insight to sales of their projects, additional plans for the year. Next month - Quarterly result announcement, if a 2 cent EPS can be maintained, (which is expected, because their ongoing billable projects is still not in tail end, can say at peak billable state actually for the upcoming 1, 2 more quarters), you'll still have a company that'll give EPS of 8 cents per year. PE 5 even at 40 cent share price. Amika sales - From official sources APDL just released in March and Avaland finalizing the SPA from bookings in March, from unofficial channels, sales already reach 50+% level. If these sales were not booked into unbilled sales before (due to SPA and APDL not ready), there could be an additional of unbilled sales over 200m just from Amika alone for the upcoming quarter announcement. However, it's also possible that Avaland have booked these sales also, and this event will not add too much to unbilled sales
18/04/2024 10:29 AM
Val-EltaAs long as quarterly EPS of 2 cents per share is maintained, and can be sustained for the next 2 quarters, long term outlook is still there for this share, people who de-risk now, would provide a good entry point for others, provided your trading plan revolve around at least quarterly basis.
