524773 : the market is irrational here which also means great opportunity for those who see this and pounce on the opportunity.
CDL doesn't need to do a lot. it will come naturally.
1- recognition of revenue that comes from delayed project last year.
2-continued savings on interest rate since they omly started benefit from it in sept last year. this will be more evident from this year.
3- last year operational free cash flow is 4-5x EPS. you can expect this to show up in this and next year's EPS. the results will come by itself.
4-doing more is always welcome so any unlocking of nav via asset sales at no loss to latest valuation will unlock nav, reduce gearing.
5- still some inventory of units not yet taken fully. you can expect more sales proceeds as these get sold off.
6-orie. this will translate into figures this FY.
7- many more launches to come this year. got one I can't remember the name. newport if they decide this is the year to launch. xintiandi site.
this should be a put money take money counter. for those already sunken in just got to be patient. for those not yet in, I think can consider to come in the party already.

Deep Sea 524773 :

104806965 : CDL of late has made all the wrong moves n culminated in the recent blowup. Mgt team still intact...

Deep Sea 104806965 : Both the fathet and son should step down to account for the SAGA.