5207 SBCCORP 谢氏兄弟机构

cyfpuppy · 发表于 2012-11-22 12:17

sbccorp 股本才82million 股，发附加股筹不了多少钱。
随便卖一块地就有几千万进口袋。所以不大可能发股筹 ...
opteron82 发表于 2012-11-22 01:29

大哥，为何业绩下跌，可是股价不会跌的？

kitkat85 · 发表于 2012-11-22 21:56

回复 221# cyfpuppy

sbc的销售方式跟有些发展商不易样，他喜欢逐步开放式，每次只开放很少的单位之后在看反映。例如沙巴 the peak vista block A刚开放时每方尺RM500++ 之后逐步增加到后来的每方尺RM1000++。只由158 unit但差别就有RM500++。在加上开放销售时间不定期所以业绩时高时低，但公司利润不影响。

cyfpuppy · 发表于 2012-11-22 22:02

回复 cyfpuppy

sbc的销售方式跟有些发展商不易样，他喜欢逐步开放式，每次只开放很少的单位之后 ...
kitkat85 发表于 2012-11-22 21:56

原来你很清楚一下，怎样，值得投资吗？

kitkat85 · 发表于 2012-11-22 23:04

回复 223# cyfpuppy

值不值得看个人，他的现金虽然不多因为他喜欢买地。然后开project圈钱周转。以他的方式是不会亏，但要股票大起比较难但放长远还是有机会。短期就比较难。

eddy888 · 发表于 2012-11-23 08:40

本帖最后由 eddy888 于 2012-11-23 10:29 编辑

回复 cyfpuppy

sbc的销售方式跟有些发展商不易样，他喜欢逐步开放式，每次只开放很少的单位之后 ...
kitkat85 发表于 2012-11-22 21:56

Kiara East 的project 也是这样，2012年四月book的(early bird discount 5%+5%+3%)才刚刚在2012年10月sign S&P. Delay sign S&P 就是为了增加 DEX SUITE 的高度。

eddy888 · 发表于 2012-11-26 17:53

本帖最后由 eddy888 于 2012-11-30 09:07 编辑

No	Location	Tenure	land/(built-up) sg ft	price/sq ft (RM)	Value(RM)
1	Wisma Siah Brothers, Jalan Pahang, 53000 Kuala Lumpur	Freehold	38,238	650	24,854,700
2	Lot no. 48611 held under GRN 48589,Mukim Batu	Leasehold	130,675	80	10,454,000
3	Lot no. 48610 held under GRN 22337 & Lot no. 48612 held under GRN 22336,Mukim Batu	Leasehold	379,560	80	30,364,800
4	Part of Lot no. 48614 held under GRN 22343 & part of Lot no. 48615 held under GRN 22342, Mukim Batu	Leasehold	450,805	80	36,064,400
5	Lot no. 48685 held under GRN 22411, Mukim Batu	Leasehold	96,445	80	7,715,600
6	Lot no. 48686 held under GRN 22549, Mukim Batu	Leasehold	20,495	80	1,639,600
7	P.T 107529 - 107538 held under GRN 39807 - 39816, Mukim Kuala Kuantan	Freehold	22,841	45	1,027,845
8	Lot no. 45197 held under GRN 22549 Mukim Kuala Kuantan	Freehold	497,727	45	22,397,715
9	Lot 2 (TL017546495) Signal Hill, Tanjung Lipat, District of Kota Kinabalu	Leasehold	232,163	80	18,573,040
10	Lot 3 (TL017546486) Signal Hill, Tanjung Lipat, District of Kota Kinabalu	Leasehold	195,139	80	15,611,120
11	Lot No. 5871, Seksyen 20, (GRN 149859), Bandar Serendah, Daerah Ulu Selangor	Freehold	48,846	3	146,538
12	Lot 5 (TL017560717) Signal Hill, Tanjung Lipat, District of Kota Kinabalu	Leasehold	70,859	80	5,668,720
13	Lot 6 (P.T. 20-07010095) Signal Hill, Tanjung Lipat, District of Kota Kinabalu	Leasehold	66,081	80	5,286,480
14	P.T. 4437, H.S.(D) 33918,Mukim of Batang Kali， District of Ulu Selangor	Freehold	985,327	16	15,765,232
15	CT no. 10166 for Lot no. 2398, Mukim of Batang Kali, District of Ulu Selangor	Freehold	2,178,149	16	34,850,384
16	HS(M) 1622 PT 2186, Pekan Ulu Yam Lama,District of Hulu Selangor	Leasehold	236,983	7	1,658,881
17	Lot 40443 held under GRN 7649, Mukim Kuala Lumpur	Freehold	22,066	650	14,342,900
18	Lot nos. 414-417, 543-545, 677 & 624, held under GRN 37628, 37629, 37631, 37632, 5484-5486, 43804 & 65305, Section 47, Bandar Kuala Lumpur	Freehold	24,692	380	9,382,960
19	Lot no. 26 held under GRN 24742, Section 47, Bandar Kuala Lumpur	Freehold	17,995	380	6,838,100
20	HS(M) 7847 PT 15, GM 5279 Lot 47034 & HS(D) 106697 PT 20965,all in Mukim Batu	Freehold	192,450	140	26,943,000
21	31-0-2 and 31-0-3, Intan Kenny Condo, Persiaran Bukit Tunku, 50480 Kuala Lumpur	Freehold	3851	450	1,732,950
22	Unit nos. S-01 to S-12, Ground Floor, The Peak Suites, Signal Hill, Tanjung Lipat, 88400 Kota Kinabalu, Sabah	Leasehold	22,478	650	14,610,700
23	No. J-3-12, The Peak Suites, Signal Hill, Tanjung Lipat, 88400 Kota Kinabalu, Sabah	Leasehold	965	650	627,250
24	No. J-3-07, The Peak Suites, Signal Hill, Tanjung Lipat, 88400 Kota Kinabalu, Sabah	Leasehold	972	650	631,800
25	No. 8/7,2nd Floor, Building No. A, Ideo Bluecove Sathorn, Klong Ton Zai, Klong San, Bangkok,	Freehold	744	650	483,600
26	No. 20-01-08, PJ Exchange, Persiaran Barat, 46050 Petaling Jaya	Leasehold	13353	750	10,014,750
					317,687,065
			Total share		82,435,000
			NTA(properties)		3.85

大概算了一下地和房产的价值，只有RM3.05。(Price/sq ft is assumption from Google search, correct me if wrong).
P/S: 修改后增加了，RM 3.85(latest update)

eddy888 · 发表于 2012-11-27 13:50

本帖最后由 eddy888 于 2012-11-27 13:59 编辑

The Chronicles of the Peak Collections
SBC Berhad invested into a piece of Signal Hill land near Tanjung Lipat 18 years ago. Their vision is to build a collections of high end projects resembling the Peak of Hong Kong.

The project started off with the Peak condominiums back in 1997 and received poor sales due to Asian Financial Crisis. At that time, condominiums were not popular mainly due to cheap land cost. Average terrace houses at Luyang area costed less than rm 200k while the Peak's unit sold at 250k onwards.

The project took closed to 5 years to complete and SBC launched Taman Signal Hill in 2004. This landed property project received well response because of market's preference of landed asset. Semi D sold at 600k was resold for 1.4m today.

After the completion of Signal Hill project, Peak Suites was launched. Peak Suites sold at 280k for 700 sq ft and today it worths about 450k. This project launched in 2006 and completed in 2008. During this period, the Peak Vista B was launched.

I remembered I made my trip to look for some units but it was all sold before official launching. I do not know about DIBS and I certainly do not know I can use banking facilities to make money. Selling price for 1288 was at 400k and today empty unit costed about 800k.

My friend bought a Seaview unit of 1678 sq ft for about 600k at rm357 on second floor. 10th floor unit costed about rm500 psf. Today the asking price is rm800 psf. This project completed in 2009. Again The PEAK VISTA A - ultimate luxury living project launched in year 2008.

I happened to have lunch with a banker on a Saturday afternoon. After lunch, we decided to visit another banker who happened to have an exhibition at sales office. I met the director and found out a few units were available at that time.

I was attracted to the big unit on 7th floor. 2448 sq ft with a price tag of RM 1.3M. At that time, I just bought a semi-D three storeys house and I didn't plan to spend rm530 psf on another residential project.

However, the view was too beautiful to resist. 7th floor is about 10 floor from base after 3 levels of parking. With 11 floors from the sea level, this unit is located on 21st floor with 270 degree of sea view. I was thinking it as investment.

I strongly believe in buying the best property in the best location but not the most expensive. My first investment was apartment and hence I am fond in funding into such project. A year after buying into this property, the Peak Soho B launched in 2011. I booked another unit on 9th floor but decided to let go because it is not the best deal.

On 25 August 2012, Peak Soho A will be launched at rm700 psf. That is on 6 or 7 floor. Higher floor reserves for later release. I know an ultimate project will be launched next year or two, the will complete this saga but with a price tag of rm1000 psf.

I will keep my finger cross. A new shopping mall is being planned with Four Points by Sheraton cum office building called One Likas. That will further enhance the property price. Meanwhile Naza Group is developing Old KK harbour and transforming it into cruise terminal, hotels, exhibition centres, shopping malls and high end condominiums.

With new high end projects being develop around coastal highway, this belt will be a new Cancun ocean drive or Miami drive. With Pacific Parade and Bay 28 within its proximity, this place is where ultimate luxury condos living will be. I am glad that I made a good call 2 years ago.

I can sell it for a project but I think wealth is created when you are enjoying it. Perhaps I will move there one day. Let's see when I get my certificate of occupation early 2013.

http://thewealthguide.blogspot.s ... ak-collections.html

opteron82 · 发表于 2012-11-29 23:52

大概算了一下地和房产的价值，只有RM3.05。(Price/sq ft is assumption from Google search, correct ...
eddy888 发表于 2012-11-26 17:53

eddy很勤劳，花了不少时间算sbccorp产业价值。
eddy兄预估有点底。

花阳最近买 30 acres （1.30 mil sq ft）花了RM1.5mil

sbccorp其中一块mukim batu KL地10acres（0.45mil sq ft）才值 RM27mil。
mukim batu 在KL，应该不止这个价格。

在 batang kali 地才 RM2/sq ft。
sbccorp在2004年买这块地时已经是 RM12/sq ft

虽然预估有点底，但比起原来价值增加 RM118mil （RM251mil - RM133mil）
NTA 增加 RM 1.40

eddy888 · 发表于 2012-11-30 09:08

回复 228# opteron82

已经修改了，谢谢纠正。

MAGIC188 · 发表于 2012-11-30 09:12

不好意识，请问你们两位买了sbccorp 的股吗？多少张？

eddy888 · 发表于 2012-11-30 09:31

买了一点，大概 RM4万。（价位0.99 ~ 1.00）

MAGIC188 · 发表于 2012-11-30 09:33

买了一点，大概 RM4万。（价位0.99 ~ 1.00）
eddy888 发表于 2012-11-30 09:31

谢谢分享。。

阿里巴巴 · 发表于 2012-12-3 01:58

小弟在很早前买了，然后又补票（价位1.05左右）

小程 · 发表于 2012-12-12 14:55

回复 207# eddy888

想问问大大，大股东持股30%，会不会太低了一点呢？很有机会被别人收购的哦。大大觉得呢？

小程 · 发表于 2012-12-12 15:00

本帖最后由小程于 2012-12-12 15:02 编辑

回复 226# eddy888

若从收购的角度来看，这些地只要80m就可以全部拥有。不到一亿啊！

对不起，小弟因为是生意人，所以都是从做生意的角度来看事情。还有，小弟没看财报。。。paiseh！

小程 · 发表于 2012-12-12 15:09

去年净赚23.87m。
派息：3.5sen X 82m股 = 2.87m

用来派息的钱，大概占了净赚的12%。

opteron82 · 发表于 2012-12-20 01:01

The Peak Times-October'12

wan7075 · 发表于 2012-12-21 19:20

今天价量齐升。。难道是要大涨了？

MAGIC188 · 发表于 2012-12-21 19:43

阿里巴巴 · 发表于 2012-12-22 00:40

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