Share Name Share Symbol Market Type Share ISIN Share Description
Macau Property Opp. Fund LSE:MPO London Ordinary Share GB00B1436N68 ORD USD0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.75p -0.56% 134.25p 131.50p 137.00p - - - 4,672.00 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 0.0 -37.0 -44.9 - 102.61

Macau Property Share Discussion Threads

Showing 501 to 524 of 525 messages
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DateSubjectAuthorDiscuss
30/11/2016
11:46
Sands China has broken out
luckymouse
28/11/2016
11:59
sterling falling again good for mpo's nav I'd have thought. what was the last reported nav?
silkywhite
21/11/2016
14:50
Reasonably good correlation between property mkt and gambling mkt - Sands China for instance - which is also slowly on the turn - Macau gambling mkt 7 times bigger than Vegas apparently!
luckymouse
08/11/2016
08:42
The story about the major hike in stamp duty on real estate in Hong Kong is all over The FT today. Bad news for HK property stocks which have fallen on the back of the tax increase. But Hong-Kongers love owning brix-n-mortar. With the completion of the HK-Macau bridge on the near horizon COMBINED with;- 1) The bottoming-out and incipient upturn in Macau's real-estate market 2) Improving economy in Macao 3) The opening of some new maga-resorts in Macau which will be a powerful magnet for visitors 4) The re-emergence of good numbers of mainland China visitors to Macao 5) Macao soon to be a short car journey away rather than a lengthy ferry-crossing ride and now 5) A massive hike in HK stamp duty ...this looks like a potent mix to me for a forthcoming surge in interest in real estate Macao. In my opinion, after a long eclipse for Macao, it appears that the stars are very much aligning for Macao. - And when MULTIPLE factors come together, that is in my experience a very positive and extremely powerful sign for increasing values. In my opinion, MPO has only this year just started on its upwards trajectory and has a lot, lot further to go over in 2017 and beyond. ALL IMO. DYOR. QP
quepassa
07/11/2016
08:06
Hong Kong stamp duty has been increased significantly http://www.scmp.com/property/hong-kong-china/article/2043085/hong-kong-more-doubles-property-stamp-duty-15-cent-cool My guess is that this is very likely to have a big positive knock-on effect for Macau property and to give Macau real estate a major boost. ALL IMO. DYOR. QP
quepassa
04/11/2016
07:32
Not much in way of commentary but £/$ means higher NAV already: "Macau Property Opportunities Fund Limited, managed by Sniper Capital Limited, announces that its Adjusted Net Asset Value for the period ended 30 September 2016 was US$228.3 million. This is equivalent to US$2.99 (230 pence*) per share and represents an increase of 0.9% from the previous quarter. *Based on a US$/GBP exchange rate of 1.298 as at 30 September 2016."
spectoacc
04/11/2016
07:21
Fair margin of safety
jbarcroftr
01/11/2016
20:37
Aseana Properties also running - Malaysia & Vietnam
luckymouse
20/10/2016
21:43
http://macaubusinessdaily.com/property http://macaubusinessdaily.com/Property/Sky-Oasis-moves-128-units-in-two-days The joint venture also pointed out that one of the local buyers had spent HK$68 million for 12 units of the luxury project. Sounds like smart money moving into the dip
luckymouse
20/10/2016
21:38
This senior guy is putting his consortiums millions in Edwin Cheung, chairman of the Concordia consortium: When questioned on the development of the Macau real estate market, the Concordia chairman said he believed housing prices would go up stably in the coming two years driven by the lack of sufficient private housing but without a “significant surge”. “I believe our major customers will be local residents (…) The size of the local property market is only 1/11 that of Hong Kong, with a population amounting to some 650,000,” he added. According to the Sky Oasis release, the majority of potential buyers are from Macau, with the remaining hailing from Mainland China, Hong Kong, South East Asia and Europe. Mr. Cheung believes that with the number of marriages in Macau increasing to 7,000 next year new families will be looking for new properties, with the smaller units at Sky Oasis targeting new younger couples or executives, while the most expensive four bedroom units target wealthy local families. http://macaubusinessdaily.com/Property/Sky-Oasis-residences-market-tomorrow
luckymouse
18/10/2016
21:59
QP: just seen your post 487. Apologies, it was in last weeks paper mag which I've since recycled or used to light the log burner. The gist of the article was that the Chinese crackdown on gambling was aimed at the super-rich, not he mass gaming market, which is now recovering with increasing strength. This, and the future bridge to Hong Kong, will revitalise Macau, and by association, its property market. That's all, not exactly rocket science. Leave that to the Chinese!
shavian
17/10/2016
22:25
The collapse of the pound has theoretically added 20% relative value to the Yuan assets
luckymouse
13/10/2016
10:06
A couple of big buyers around; a long way still to go IMO.
spectoacc
12/10/2016
12:20
If we've seen the bottom - and personally I think we have, but who knows where China's involved - there's a long way for MPO to climb. NAV increases to make up for the huge NAV losses, with discount compression at the same time.
spectoacc
12/10/2016
08:03
Hi Shavian, Is this a non-subscription article - and is it possible for you to post a link? - I'd be interested to read it. Thanks for your interesting post and info. QP
quepassa
12/10/2016
07:30
Could be because he's a muppet ;) Could have sold it better too - a lot more potential for MPO than he stated. Potential is just that until it's realised of course.
spectoacc
12/10/2016
07:25
Big tip for MPO in this week's Money Week by David C Stevenson: 'Take a punt on Macau's casinos'. Pointing out the 28% discount to NAV and the likelihood of returning cash to shareholders.I'm surprised it has had so little effect on volume and share price
shavian
11/10/2016
10:07
Yes, mixed report for me. I only have a small and recently acquired position so I can afford tie at flat. The big discount is to the adjusted and not IFRS, so for me this is a call on Macau recovering, and to a certain extent not being in Sterling, though RMB is hardly a strong alternative.
hpcg
11/10/2016
06:39
Whereas I read several bad (albeit historic) points about lease expiries and occupation levels, but attracted to the point about 39% NAV discount being based on $/£ rate of $1.32. Onwards & upwards I hope.
spectoacc
11/10/2016
06:32
Many nuggets of good or positive news in the Update continue to point to and give further credence to an improving economy in Macao. The newly opened mega resorts will increasingly attract more visitors to Macao where visitor numbers and gaming revenues show strong signs of improving and beginning their long-awaited upturn from a low base. I personally remain upbeat about the prospects and outlook. ALL IMO. DYOR. QP
quepassa
03/10/2016
07:05
Casino shares in Hong Kong powering ahead. Further good omens for what now appears to be a rapidly improving Macao economy. ALL IMO. DYOR. QP
quepassa
02/10/2016
16:41
So investors will move in anticipation - bit like house traders moving into an area before a new tube station is opened
luckymouse
29/9/2016
16:30
The share price is at a 53% discount to Adjusted NAV. There is massive scope for this to head back towards 250p as Investors realise Macau is on the up again.
888icb
29/9/2016
16:03
absolutely! Cycle turning positive for Macao QP
quepassa
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