Thursday, September 13, 2012

How To Earn Consistently From Share Market ?

 
 
1. HEKTAR - I applied excess of 5000units. Hope to be alloted with 500units. :) ^^ Small aim of 10% enough. 3Q dividend has been brought forward, all my rights will not be entitled for it. :(
 
2. As mentioned, all my fund tie up with OSKPROP, HEKTAR, BREM & APOLLO. I still left with last batch of fund aiming for IGB REIT listing, will take up all if the listing price is below 1.40. Just had lunch with my friend today, he was very lucky on his IGB REIT IPO application and successfully been alloted with 20,000units of IGB REIT. ^^ Happy for him and with that i get a free lunch. ^^. There will be very less trades coming from me starting from now as all my fund has been "used up" and nevertheless i still continue receiving dividend from my piles of long term dividend shares, just the recent one was SUNREIT. ^^
 
3. When there is nothing to do, do nothing. ^^ Just sitting back and watching the market and patiently waiting for all my dividend portfolio to be lapsed with dividend and this is one should be done in order to continue earning from stock market consistently. ^^ One very effective way to do is to embark all on REITs counter. If you are able to buy all the REITs that are listed in the KLSE either in a big or small quantity, you will be able to earn dividend on almost every single month consistently. ^^
 
4. Teng, i agreed with you, i too never like airlines business as well. They are all subject to high feul cost. :( The high operation cost and the high oil price are both enough to make them headache. Never touch airlines counters as one of your longterm portfolio.
 
5. Good Luck !!!

37 comments:

Teng said...

Horse

Airlines in Asian is better than their peers in USA.Airfares in USA is cheaper than Asia. ( Msia-USA return is more expensive than USA-Msia return). Taking bus can be more expensive than flying.I took shuttle bus ( airporter) to airport for USD55( excluding tips)for one hour journey. Domestic flight cost about same for even 2 hour flight few years ago

alwayswin111 said...

Horse
Thanks for advise. Merely looking at it for short trading

Teng said...

Alwayswin111

Airasia > 3

hng said...

Teng

Good luck for those manage to get AirAsia yesterday.

Portfolio now full pack with stock, waiting to unload in order to regularize my portfolio to more comfortable level

Teng said...

Hng

Me too. Limited cash now. But stocks I hold now hardly move.

UEMLand is strong

Gark said...

Bleh.. index went sky high in 2 days. My stocks all follow the index down aggressively, but now refuse to follow the index up. :(

Need to buy more 'stable' stocks from now on. Too many speculative stocks :)

Teng said...

Hng

Faber-You think this counter has high political risk?

hng said...

Teng

As you earlier pointed out, those GLC although have political risk, but are less prone to those depend on political party/politician links.

Faber like UEMland are GLC, control by government agency khazanah/LTH/PNB.

Gark said...

Wonder when Faber can get the concession announcement?

Anyway one of the court case is settled at cost with minimal payment from Faber.

hng said...

Teng

Faber still await for its concessionaire to be renew, which come with higher service charges/widen service coverage. I think the later date to be announce should be after budget 2013, which MOH has ask for increase budget for its ministry.

hng said...

Gark

Yes right, many of the court cases pending have higher chance to settle at minimum cost, as the main dispute is toward faber subcontractor, Propel which hold major responsibility.

There are also possibility to write back previous provision if all cases can settle in favor of faber or settlement is below earlier provision.

hng said...

Sold off all Huayang at 1.79-1.80, realize handsome contra gain.

Sold some OSK property at 97sen, realize contra gain.

Bought WingTM at 1.64-1.65, average down holding cost.

Bought more Crestbuilder at 1.01

alwayswin111 said...

Hng
Your UEMLAND and HUAYANG up up and away.. Congrats to all who bought.

Dave Ooi said...

huayang~ luv it~
glomac~ when is your turn?

^_^

alwayswin111 said...

Horse, Hng, Teng
Do you think buying into CMMT GOOD AT THIS pt ?

hng said...

alwayswin111

REITs is safe heaven in volatile market. CMMT manage by capital mall management is very professional, and always adds value and increase quality to its properties and are capable to increase rental rate without losing tenant.


REITs seen to have more upside

RETAIL REAL ESTATE INVESTMENT TRUSTS (REITs)
By HwangDBS Vickers Research

WHILE larger retail Malaysian REITs (MREITs) have outperformed KLCI and trade at comparable yields to Singapore REITs (SREITs), we see further upside with two more REITs launching in the second half of this year and beyond at new benchmark yields.

We estimate there is another RM12bil worth of prime malls owned privately or by developers which have REIT potential.

Retail MREITs have stronger growth potential than SREITs given rental reversion of 5% to 8% versus 3% to 4% per annum and more visible acquisition pipeline.

There is strong gravitation towards REITs for its more diversified resilient retail exposure, higher yields (140-240 basis points over fixed deposit rate) and inflation-hedging

Retail sales in Malaysia have been expanding at a strong 8-year compounded annual growth rate (CAGR) of 19%, largely driven by local consumption.

Despite slower GDP growth and tightening in household debts, private consumption has proven to be resilient and should benefit from positive demographics, rising affluence, increasing tourist spending and government initiatives.

Rentals are on the rise along with tenants' improved capacity to absorb higher costs, influx of foreign brands and gradual shift to speciality stores.

This would also spur additional revenue growth given turnover rent comprises around 3% to 5% of total revenues on retail REITs (small base).

The next major rental revision for key prime malls will be in 2013 to 2014, and should continue to see a healthy uptrend (10% to 15% over a typical 3-year lease).

Shopping complex occupancy rates increased to 85% despite new mall openings.

Unlike SREITs, MREITs have yet to dabble into alternative financing which could mitigate the 50% gearing cap - providing headroom for more asset acquisitions.

While more expensive than conventional debt, this alleviates the need for unwelcomed cash-calls (eg rights issues) amid an uncertain macro-economic backdrop. We expect interest rates to remain low in the short-medium term around 3.5%.

We have upgraded our financial year 2014 earnings forecasts on Sunway REIT and CapitaMalls Malaysia Trust (CMMT) by 9% and 8% on assumed injection of sponsor-owned-assets.

hng said...

Too bad, miss opportunity to sell at higher price for Huayang (1.82) and yesterday Gtronic (1.50) :(

ck5354 said...

mbf wa almost zero % premium

hng said...

Hope UEMland surpass 1.80 !?

hng said...

WingTM volume surge, accumulation in process ...

hng said...

Sold off all Glomac at 82sen, realize transaction cost loss, sold some PJdev at 79.5-80sen, realize contra gain. Free up these margin line to pick up all UEMland

UEMland closed at 1.80, already reached on 5 digit paper profit :)

WingTM also closed at 1.69 :)

Teng said...

Hng

Busy afternoon for me

Look like you really have good day today.

horse said...

COngratz hng on HuaYang & UemLand. ^^

horse said...

alwayswin,

I think can buy CMMT < 1.70 level.
There maybe a chance for REITs to get exempted of the 10% withholding tax in the coming Budget 2013. Hope this rumours is real and can come true. ^^
If it is so, this could strengthen REITs further.

alwayswin111 said...

Horse, Hng
Thanks for advice.

Maria^^ said...

hi guys 1 question from me, how do i purchase preference shares in msia?

hng said...

Yeah! sold off all UEMland at 1.81, realize very handsome contra profit :)

Teng said...

Hng

Well done Hng.Too bad my queue at 1.63 not matched.If not,my holiday this trip will be paid off. Now at Pangkor for holiday.

hng said...

Bought Kulim at 4.78

hng said...

Teng

Wau, so free and easy enjoying your holiday. Admiring you now leh.

hng said...

Sold off all remaining PJD at 80sen

hng said...

Sold some WingTM at 1.69, realize contra gain

Gark said...

Maria, you can buy preference shares in the stock exchange just like any other shares. Preference shares usually have the code ICPS on the back. These shares are quite rare nowadays.

hng said...

Sold off all Apollo at 3.23-3.24, realize paper profit

Teng said...

Hng

Last year did not go anywhere for holiday,except PD.This year again go local holiday

hng said...

Teng

I'm in the midst of finalize my home loan application, should be able to sign the offer and S&P soon.

PD and Legoland are within reached for local holiday if able to move by end of the year

Teng said...

Hng

You should try Pangkor laut resort by YTL. Very good service but better go off peak.

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