Thursday, January 5, 2012

Scalp Trades Dated 5/1/2012

1. Scalp traded the following today :-











2. Sold PAVREIT and trade on UOADEV for an intraday profit. :)

3. YTL Land .........

hng said.....
YTL land is another grossly undervalue stock. If one can afford to wait for 3yr holding period, and once MRT is ready, YTL land could potentially double-triple its current value, give rise to annualized return of 33-66%pa

Teng said......
How much YTL Land will benefit from MRT?Most of the properties in Bukit Bintang are parked under Star Reit. I understand YTL Land will benefit if government approves high speed train between KL-Spore

P/S : Above does not represent a buy call. Good Luck All !!

30 comments:

hng said...

Teng & horse

About potential of YTL land, recall recent completion of consolidation within YTL group in which all YTL group prime land/project would inject into YTL land, turn it into bigger property player. Among YTL-land landbank are

1. Sentul; 294 arces dividend into Sentul East (108 arce)and Sentul West (186 arce). Sentul is located 5km north-west from the heart of Kuala Lumpur and 45 minutes from KLIA. The upcoming MRT will complement exiting transportation line, namely LRT and KTM station and in turn transform Sentul into another new transportation hub replicate to current KL sentral. This may imply to potential boost in land value, from current 150psf to 1000psft.

2. Recent corporate exercise involving its parent company YTL corp inject prime land in KL , KLCC-Bukit Bintang (5 acres), KL Sentral (5 acres) and Singapore ,Sentosa Cove, Westwood Apartments in Orchard Road) into YTL Land for RM476m (to be satisfied by cash and ICULS), turning YTL land into regional/high rise niche property developer.

Pomelo Times said...

Hi Hng. How about YTL corp itself?

Teng said...

Hng

Congratulations on your PJD

hng said...

Sold off all PJ dev at 79sen, realize contra profit :)

hng said...

Sold Uchitech at 1.10-1.12, realize dividend profit

hng said...

Pomelo Time

YTL corp is conglomerate company, therefore there will be trading discount to its sum-of-part compared to its listed subsidiary. In addition, YTL corp as holding company, very much depend on its subsidiary to derive earning and dividend payout from its subsidiary back to YTL corp as parent company will incur additional payout ratio before payable to YTL corp shareholder, thus, its dividend yield is much lower than its subsidiary. But, YTL corp have been very active in share buyback, cumulative more than 6.8, give rise to hope for share dividend in future.

If you like YTL corp, you should opt for YTL cement, as its cheaper entry through exchange ratio of 1 YTL cement for 3.17 YTL corp

hng said...

Sold off all remaining Uchitech at 1.12, realize dividend profit

Pomelo Times said...

Hng,
Many thanks for sharing. I have some YTL shares bought at 1.420. Think I better dispose them off and buy some others. I also have some YTLPOWR shares - doing not so good :(

hng said...

Bought more UOA dev at 1.35

hng said...

Pomelo Time

I think you may consider sell off YTL corp now, take profit and swap to YTL cement and wait for exchange back to YTL corp.

Presumably, you sell YTL corp at 1.50, make gross profit margin of 5.6%, and swap to YTL cement at 4.42 and wait to exchange for YTL at 3.17 x within 3-6month after EGM approval and sell back at 1.50 again, make another 7.5% gross profit margin. In total, you stand to gain 13% gross profit margin in 6 month time in 3-6 month.

Just my 2cent advice :)

Teng said...

Hng/Pomelo Time

Hng's idea is good.Sell YTL Corp and buy YTL Cement and wait for share swap.But there may be some selling pressure on YTL Corp once YTL cement receive YTL corp share. I have YTL Corp ( hold for more than 7 years) and I may sell and buy YTL Cement.

hng said...

Teng

There is seller of YTL cement at 4.40. probably from institutional investor. Otherwise it unusual for these illiquid stock to have such big volume outstanding at lowest price. This in turn could be due to limited upside potential of YTL cement as its stock price now peg with more liquid stock YTL corp and the whole exhange may need to take time 3-6 for completion.

Anyhow, i also bought some YTL cement now at 4.40.

Teng said...

Hng

Will you hold YTL Cement tillshare swap with YTL Corp?

Pomelo Times said...

Yup, I'll sell YTL,and instead of buying YTL Cement and holding for a few months, I may use the capital to scalp trade (???).

I'm very interested in scalp trading but have no experience. Read that one needs to have a large fund size to do that...

Hi Horse,
Thanks a lot for letting me use your space here to chat. Hope it's ok with you :D

horse said...

There been a lot of exchange sharing here. :)
i am benefited as well.

Thanks for your contribution hng, Teng & Pomelo Times. Appreciate that.

This place is meant for sharing of share investment. Your experience, trading method & strategy can be all posted here. This in turn will benefit all cyber friends out there.

Sharing is caring. !!

Teng - wow, you are another long term keeper here..just like me. :) Not many people can do that, i notice lots of punters/retailers are back in action recently, just like back in year 1993. Probably is a sign of big sell down coming soon ?? and i discovered most of them are new comers in stock market. These people will need to pay a lot of fees before they are truly making and majority of them are buying dangerous call warrant and penny company that don't come with fundamental. These newbies may be tasting the sweetness now, they might vomit back in time to come if they are not careful and caught big time in bear trap. Always be alert and be cautious for all newbies.....my advise.

horse said...

I come across people buying right shares but failed to understand what it is. Maybe they thought it is "cheap" as all the right issue listed mostly in cents worth or probably less than 10sen. What a pity.....

Teng said...

Horse

YTL Corp is not giving me the returns I expected. I bought RM3.5/share and now each share worth RM8( I adjusted for share dividen,split). Digi or TopGlove will give better returns.

Right shares-Do you mean OR or OS( for example Maybank and Bstead in 2009/2010)?I bought both and exercised to normal share?Sold both after making some profit

horse said...

yes, OR. The recent one being TMS-OR. Many bought without knowing what it is.

I subscribed to Maybank's RI as well. Return is good. :) That was quite sometime back.

Teng said...

Horse

I bought Maybank OR at average RM1 and subscribe to RI at 2.74. Sold most of it at average RM5+. If keep till now,return > 100% ( plus excluding dividens)
Agreed many people buy penny stock ( including CW,warrant,OR etc) without knowing the risk. Friend of mine bought YTL Land CA ( or CB) with exercise price of RM1.78,ratio 1:4.

Pomelo Times said...

OOps! Horse and Teng were describing me! I'm one of those ignorant ones who buta-buta trade....

Teng said...

Pomelo Times

Whether a counter is cheap or expensive is not based on its unit price.It is base on its fundamental( PE,future earning growth etc). Penny stocks,of course is good to trade.Only need price to go up 1 tick to make profit

hng said...

Sold off all YTL land at 1.07, realize all paper profit first

Teng said...

Hng

Q to sell some YTL Land. Not able to do it early because Maybank online is having problem. Have to call to sell

Teng said...

YTL Land sold at 1.07. All done

hng said...

Bought New stock; Tambun Indah, bought Tambun at 60.5sen

hng said...

OSK start to appreciate ahead of upcoming M&A, which very likely involve share swap. Lets hope my these major holding frying soon...:)

hng said...

Sold off all OSK at 1.84, realize handsome paper profit gain :D)

hng said...

Bought back all OSK at 1.82

hng said...

Bought back all YTL land at 1.06 also

hng said...

Sold back all YTL land at 1.07, realize intraday gain :)

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