Saturday, June 30, 2012

Trade More YTLPOWER-WB :)



1. Buy YTLPOWER-WB at 0.555sen and sold them all at 0.56sen. Half sen profit. :)

2. Yeah !! UOADEV finally declared 10sen dividend to be ex on 11/07. :) The dividend reinvestment scheme has been fixed at RM1.39. :) Pretty okay to opt for this scheme too. :)

3. hng, Teng & alwayswin, Let's HUAT & Good Luck !!

90 comments:

Teng said...

Horse/Hng

For Maybank DRP,discount was based on ex-dividen price. So for UOADev,any discount should be based on 1.41. At 1.39,discount is very small

Maybank-Issue price of RM8 is based on 5 days VWAMP of 8.85. Discount of 0.49 which is 5.77% based on ex-div of RM8.49

hng said...

Teng

You're right, discount of 8% should be based on ex-dividend price. The 2 sen different between ex-dividend (1.51-0.10= 1.41) and DRP at 1.39, are merely 1.4% discount instead of 8% claimed.

Unless, off course, UOAdev share surge 10sen higher prior to ex-date reach to 1.61, then share adjust back after ex- to 1.51, which in turn give rise to perception that 8% discount is valid to DRP.

hng said...

Teng

I thought you wanna to sell UOAdev at 1.52, end up partial match. I think you should be able to sell at higher price today after all UOAdev now trade cum dividend of 10sen.

Teng said...

Hng

Ya,ya.I entered to sell UOA at 1.52 but only 1/3 matched.Today should be able to sell higher.But I will not enter first.Wait until KLSE open and see market movement

Teng said...

Sold Kulim-CE at 19.5 for handsome contra gains( by % only).Only 13,000 shares bought last friday

horse said...

Sold some UOADEV at 1.55 :)

Today i am free. :)
We can chat.

Teng said...

Hng

UOADev now trading at 1.54-1.55. Extra 2-3 cents 'gains' already

horse said...

Sold some at 1.56 as well. :)

Teng said...

Sold remaining UOA at 1.55. This batch was not able to sell last friday at 1.52. Very good start for July

Teng said...

Sold some WTK at 1.26.Still keeping half of it

horse said...

Sold more at 1.57. :)

hng said...

Sold off all UOAdev at 1.56-1.57, realize handsome contra and paper gain

horse said...

COngrat Teng on your UOADEV & WTK.

Teng said...

Hng

You mean you sold all your UOADev or all that you bought last week?

alwayswin111 said...

Teng
Lucky you manage to get extra 3 cents from Friday...

alwayswin111 said...

Teng
Technically if uoadev able to break above 1.57 strongly, it is a breakout play. what do you think?

Teng said...

Alwaywins111

Yes,lucky for me not able to sell at 1.52( only small qty matched)

I don't study technical analyst.I mostly do fundamental analysis.

horse said...

I am still retaining bulk of uoadev. :)
SO far about 30% holding sold.

hng said...

Teng

I mean i've one lump sum sold off all UOAdev that form more than 1/3 of total stake in portfolio, realize all paper and contra gain

I've still in the midst of selling m,y WTK at 1.26, but only partially match, realize paper gain

horse said...

1.57 is psychology barrier for uoadev.
I do hope it can break by today. :)

Teng said...

Horse

Very good returns on UOA for you,and all of us

horse said...

Teng,

Let's all huat together. :)
That is the way we synergy together to make more money. :)

Teng said...

Horse

I still keep some UOA. This batch was bought when we first traded UOA.I think UOA was around 1.35 level at that time

hng said...

Teng

Too bad, selling pressure come from WTK at 1.26, have move 1 sen lower, selling at 1.25.

horse said...

Uoadev looks hard to break 1.57. :(

hng said...

horse

How come you able to make comment now !? daytime no working?

horse said...

Wow Teng,

You are really a keeper. :)
Keeping on good quality stock is really rewarding.

Good for you. :)

horse said...

hng,

Today i took leave to apply MAXIS broadband for my house. Family member all complaint slow internet surfing. We have 4 users all jam up with one pathetic 512K line.
Decide to spend more on this for better surfing. :)

Maxis has a good offer now. I think so far the fastest.

horse said...

I have a feeling UOADEV will break 1.57 in a day or two. :)

hng said...

Teng

Too bad, selling pressure come from WTK at 1.26, have move 1 sen lower, selling at 1.25.

Teng said...

Horse

Are you getting Maxis 10Mbps at 118 or 138 per month? I thought offer end June 30

Teng said...

Hng

I was first Q to sell WTK at 1.27,and later decided to let go at 1.26

horse said...

Teng,

Serious ? Offer end ?
Aiya !!! i am looking at the 118 package. :(
Will find out this afternoon.

Teng said...

Horse

Not sure keeping stocks for too long is good. ( I still keep 25% of YTLPower-WB). I checked my portfolio,I think longest stock I keep is AFG( previously Mplant).My cost was RM1

horse said...

Just surf the net. :(

Teng is right, they now changed to 138. :( :( :(

horse said...

wow !! AFG @ RM1.
NOw is RM4+, 4 or 5 folds including dividends. :)

Teng said...

Horse

Too bad only have 1,000 shares in AFG

I also have some very bad experience. L&M( now known as Prinsitek) was bought RM3++. Capital reduction of 25 shares become 1. Now Prisiptek is around 22cents. For RM3k investment >10 yrs ago,now it become <RM10. Total loss

Teng said...

Horse

UOA DRP

Still struggling with new Bursa website.Even at 1.38,it is not very attractive. Discount is only 2%

Teng said...

Horse

Better call Maxis first. Offer always extended after deadline.

Tay SK said...

Hi everyone. I still hold uoadev. Hope it can soar higher too. :)

horse said...

Teng,

I just called Maxis, they told me new package coming out but need to go KLCC to make inquiry as it is still very new. Only KLCC will atend to this new package other center not available. :(
Such an arrangement ?? :(

horse said...

Hi Tay SK,

Welcome and good for you. :)
Let's all huat.

horse said...

Tay SK,

May i know your cost for uoadev if u don't mind. ?

horse said...

Teng,

FOr uoadev let's wait and see before it ex. If it leap up to 1.60 then 1.39 will be consider good already.

Teng said...

Horse

TheEdge July2-8 issue has Maxis fiber adv. It is now RM138/mth. Still better deal than Unifi,esp if you have Maxis mobile.You get free calls to IDD and Mxis fixed and mobile

Teng said...

Hng/Horse

Below is report by Kenanga Research house

•Post privatization of YTL Cement by YTL Corp, it is possible that YTLCorp’s next target to be taken private is YTL Power. It will be a privatization offer be made via the issuance of YTL Corp stock at an assumed price of RM2.00

horse said...

Teng,

At RM2.00 for ytlpower. :)
Your ytlp-wb will be value at 79sen. :)

Tay SK said...

Hi Horse. I only entered last week bought at 1.52 and 1.50 so average 1.51.

Teng said...

Horse

I think report mean 'by issuance of YTLCorp share at RM2'. It is not cash privatisation. Anyway,it is only report by Kenanga

horse said...

Tay SK,

GOOD !! If you did not buy a lot, i think can keep till 1.60.

Tay SK said...

m quite confident 1.57 resistance can be broken. Slow and steady let us wait. Huat ah!

horse said...

Teng,

Oh i see. Then it is remain speculatin still. :p

horse said...

Tay SK,

We will witness breaking 1.57 today. :)

Teng said...

Horse

Really?I off my notebook for a while

I misunderstood your 1.38 statement. Now I know you mean maxis broadband. I thought you refer to uoa dividen reinvestment plan

Teng said...

Hng

Tambun is approaching 60 cents soon. Congratulations again

hng said...

Teng

I've sold Tambun at 5.95 partially, as it almost reached my target price at 60sen, realize handsome paper gain.

hng said...

Sold more tambun at 60sen, realize higher paper profit

hng said...

Sold off all Tambun at 60sen, realize handsome paper gain.

horse said...

Congratz !!!
Good start for month of JULY !!

hng said...

horse

The problem is portfolio now full of cash, after sold 3 major stock holding, Tambun and UOAdev and still q to sell remaining WTK at 1.25.

Need to buyback other potential stocks, but index at all time high and stock wanna to buy still selling at high price. Nevertheless, i will still q to buy my targeted stock

horse said...

hng,

It is great feeling to have pile of cash on hand. :) If Market take a sudden u-turn, holding cash tend to be happier as opportunity and capitalisation are both on our side. :)
Stick with dividend play as least our investment is cushioned by few % if the real disaster strike by surprise.

horse said...

hng,

Is your margin account give interest on your balance ?

hng said...

horse

You're right, holding cash is good for bargain hunting during panic time.

I'm no bother to check if my cash in margin account enjoy interest or not, as i think my portfolio will be very soon pack full of new stock in next few days.

Teng said...

Hng

Waiting for your new stock selection soon

hng said...

Bought YTL Power-WB at 55.5sen

hng said...

Teng

If the analyst report materialize in 1-2 year, YTL corp take over YTL Power via share swap at 1:1, YTL Power-WB indeed worth 79sen. 40% potential return over 2year, implying 20% pa return now

hng said...

Bought some Pos at 2.83, waiting for its 17.5sen dividend very soon, yield at 6.2%

horse said...

Hope uoadev be more forceful toward the end. :)

horse said...

Good choice on POS, hng.
17.5sen dividend is indeed attractive. Will consider that. :)

Teng said...

Horse

Hopefully UOA will go higher when it trade ex dividen

horse said...

Pay a close watch on MPHB.
1) at least 80% pay out
2) proposed 56sen
3) capital repayment after demerge non-gaming assets

alwayswin111 said...

Hng
Waiting for ivory to break resistance at 0.55

horse said...

alwayswin,

Congrat !! Every thing seem good for the month of JULY. :)

horse said...

I am in the dilemma now as KLCI is just too high & election in the corner. To buy more or to stay put ?? :(

horse said...

Yes, UOADEV !!! 1.57 just gone.

Teng said...

Horse

Still some selling pressure at 1.57.Hope by end of the day,selling pressure is well absorbed

horse said...

I just bought CMMT at 1.52. :)

Teng said...

Horse

Finally UOADev is done at 1.58 even qty is small

Derick said...

Horse

MPHB moving up, seem real ?

horse said...

Derick,

I guess so. It should be okay to keep close watch. I think any dip should be a good buy.

alwayswin111 said...

Hng horse
UOADEV breakout 1.57 .

Teng said...

Horse

UOA 1.58 almost all sapu

horse said...

WOW !!! Just sold more UOADEV at 1.58. :)

horse said...

Sold all my CMMT at 1.54. :)
2sen profit. :)

Teng said...

Bought TAGB-PA at 24cents
Bought Kulim-CE at 19cents

Tay SK said...

Yes! Uoadev breakout. Good show last minute.

Teng said...

Horse

I sold all my UOADev at 1.58

Hope can trade UOA again

Teng said...

Horse

CMMT 154-155

I have opportunity to buy at 152 as well but qty too small

horse said...

Teng,

Your Kulim-ce at current price 0.19 is safe but careful tomorrow is last trading day and OSK is based on close price for 5 days average. They migth manipulate mother share to make it in their favor.

Teng said...

Horse

I have taken consideration of price manipulation,and that is why I only bought small quantity. If next three days Kulim close above 4.50,settlement is .1928. I will break even at this price

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