Wednesday, September 19, 2012

Bought GLOMAC



1. CARLSBG - Sold all my Carlsbg at RM12.00. ^^ Not bad make contra gain. :)

2. GLOMAC - Bought in Glomac at 0.80sen today. 1Q result should be this week or next. Hopefully a good one. ^^ :)
 
3. Thanks to all the cyberfriends who give valuable comments on the tablet between IPAQ & SAMSUNG. Make an enquiry today on the price of various tablet below :-
 
a. SAMSUNG GALAXY NOTE = RM2199
b. SAMSUNG GALAXY TAB 2 = RM1499
c. NEW IPAQ = RM1499 onward....
 
4. IGBREIT - This guy will be starting it debut tomorrow. I hope to grab some at low price. ^^
 
5. Watch List - GLOMAC, KULIM, FABER, IGBREIT, HAIO
 
6. Good Luck all !!!

42 comments:

Teng said...

Hng

Just realised JCY below 90 cts.( ex div already).Really like roller coaster

hng said...

I think today index down more than 7 pts is partly due to top heavy weight , Maybank ex- for dividend

Derick said...

Hng
When the Hua yang will annouce the date of the bonus ? Thanks

hng said...

I've used some trading limit to buy Haio at 2.05

Haio has record 33% increase in EPS, posted Q1 result at 5.1sen, which if annualized at 20.5sen, trade at undemanding PE of 10x vs. historical PE of 12x

In addition, Haio have dividend payout policy of at least 50% net profit payout, and based on historical about 52%, translate to dividend of 10.6sen TE, yield at 5.2%.

Haio currently trade at 2.05 also trade cum its final dividend of 7sen, which is expect to declare by end of this month, yield at 1 year FD of 3.4%

hng said...

Derick

Based on historical record, Huayang may announce its bonus 1:4 middle of next month

Teng said...

Hng

Correct me if I am wrong.

When a counter ex for dividen,CI ( if counter is CI component stock),reference will be based on ex price. I think so because I see Maybank is adding +1 point to CI

Yesterday closing CI up almost 6 points.I guess most of it give back some/all gains. Actually now CI is not reflective of whole market.Only track 30 big stocks

hng said...

Teng

I'm not sure, i thought CI is calculated based on 30 top big cap market cpaital, so if big cap ex dividend, price will adjusted and its market capital will down to reflect dividend payout, translate to CI

Teng said...

Hng

I thought so until today I see top 30 component stocks. Maybank contribute postive to CI.So I guess they use ex price as reference

Anyway,this only affect those play future CI. Never try this but I have a friend who used to trade this

hng said...

Teng

Are you interest in Astro, Public bank offer Astro share through private placement, minimum 250k in value

Teng said...

Hng

Don't think I have 250k fund at the moment.

Private placement price will be same as institution price?

Derick said...

Hng
Thanks. :-)

hng said...

Teng

I also not interested in Astro share, even Astro has lower IPO price from 3.60 to 2.70, its valuation also too rich at 22x and dividend yield only at merely 3%

hng said...

Sold partial OSK property at 96.5sen, realize paper profit

Teng said...

Hng

I think 'new' Astro is excluding India and Indonesia business?

Astro is near monopoly in Msia,but pay TV is already near maturity

hng said...

Teng

Yes, exclude those still loss making oversea business. According to report, Astro estimate EPS is around 12-14sen, thus, valuation is consider expensive but due to its monopoly pay TV business, Astro deserve trading at premium.

alwayswin111 said...

Hng, Teng
I agree . Astro is not a good IPo to subscribe

Teng said...

Hng

Monopoly but market is already saturated.Don;t think they can grow much.That is why Astro come up with NJOI free TV

hng said...

Selling more OSK property at 97sen

Gark said...

-25 points and going down.. very volatile day. :(

ck5354 said...

why glomac down so keng??

Is it our budget got bad news for property???

hng said...

Teng, alwaywin111

Agreed, Astro must facing difficult to secure institution investor to subscribe its IPO share, force them to lower IPO price from 3.60 to 2,70, and seek various channel like through so call private placement offer to retail investor

hng said...

Bought Glomac at 78sen

Teng said...

Hng

Sold some OSKProp at 97 and bought Glomac at 78.5.Queuing more at 77.5

Teng said...

CK

Glomac-2 possibilities.One is today market under selling pressure,second if soon to be annouced qtr result not so impressive

Teng said...

CK

One of the Glomac is named potential Selangor MB is BN able to win back Selangor. Some political risk here.But I think he is not so keen to be MB or even politic even he is UMNO branch chairman

hng said...

Teng

I think Glomac share down is in par with weak market, nothing to do with upcoming financial result. Glomac also due to declare its final dividend of 2.75sen, again yield at 1 year FD of 3.5%

Teng said...

Hng

If this qtr dividen is 2.75%,total dividen is 5.5%. Glomac paid 2.75% earlier.

I know their condo in mutiara damansara is selling well. average 1k psf

hng said...

Teng

Glomac still have yet to declare its final dividend of 2.75sen, which it proposed in last Q4 result. Upcoming quarter its its Q1 result, expect no dividend in these quarter.

hng said...

Teng

Last time i bought Glomac at 82sen, and also sell it off at 82sen, realize transaction cost loss. Hope these time bought at 78sen, can realize profit.

hng said...

Teng

I've sold off all OSK property at 96.5-97sen today, trim down stock holding and normalize portfolio position

Teng said...

Hng

I received Glomac interim dividen of 2.75 cents in June this year.

hng said...

Teng

Glomac still trade cum final dividend of 2.75sen, and expect it to declare soon. Full year dividend at 5.5sen, 7% yield

Teng said...

Hng

You mean sold all OSKProp even from right issues and cum rights ?

hng said...

Teng

I've sold off all OSK property , which i bought at 95sen, sold at 96.5-97sen

But. i now selling my original right + bonus share now, carry at cost 1.00, selling at 97sen now, realize paper loss :(

Teng said...

Hng

I actually do not lose much on OSKProp but more on its warrant which I bought from open market

Teng said...

Hng

Why you choose to sell OSKProp mother and not warrant?FInd warrant premium is quite high

hng said...

Bought

1. UEMland at 1.72,

2. UOA at 1.58

alwayswin111 said...

Hng
Sold bursa 6.25... Stuck with GENTING ave price 9.08 .. Haha.. Stubborn of me bought at resistance

hng said...

Sold off all OSK property that carry cost 1.00, all sold at 97sen, realize paper loss

Sold also some OSK property WC at 20.5sen, realize paper loss

Teng said...

Hng

Follow you on UOA.Bought some at 1.58. Missed UEMland at 1.63 last round

hng said...

Bought more UOA at 1.57

Teng said...

Sold some OSKProp WC at 20.5 cts. Bought more UOA at 1.57

UOA has put up signboard opposite Subang Jaya KTM along federal highway.Location is good.Guess SOHO will sell min 700 psf or higher

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