Wednesday, June 22, 2011

Scalp Trades Dated 22/6/2011

1. Today only bought in a CW in last minute trade. Will reveal tomorrow. I did not manage to get Maybank-CP at 0.045sen as no one is selling. Wondering why people not selling at 0.055sen ? as Maybank-cp only worth around 0.047sen now. Human behaviour is really strange sometime, refuse to sell at higher price when there is still a chance but prefer to keep that at a lower cash payout exercise ??

2. hng's portfolio below. Good for reference. :)
hng // June 22, 2011 2:06:00 PM GMT+08:00

Updating my current portfolio
Portfolio 1:

1. Keladi 93.4% (18sen)
2. KSL 78.8% (1.812)
3. CYL 71.6% (56.7sen)
Portfolio 2:

1. CYL 62.5% (56.2sen)
2. Keladi 55.4% (18sen)
3. KSL 36.5% (1.795)
4. Time 30% (46sen)
hng // June 22, 2011 5:15:00 PM GMT+08:00

The main reasons to accumulate keladi, CYL and KSL over the last 3 weeks are because of some catalyst which i think could support share price performance:
Keladi (18sen)

1. Proposed 15% or 1.5sen dividend
2. Net cash with 7.8sen/share
CYL (57.5sen)

1. Proposed 4sen TE dividend\
2. No borrowing in balance sheet
KSL (RM 1.82) (proxy of IGB)

1. Declared 5sen dividend
2. Warrant at 20sen at ratio 1: 4
3. Investment properties consisting of KSL mall cum Tesco + two Giant = Recurring earning of 50m pa
4. Upcoming KSL resort (1000 rooms)in KSL city completed by year end should contribute additional 50m pa

No comments:

Related Posts with Thumbnails