Wednesday, November 28, 2012

Sold Some WCT-WB ^^

 
 
1. WCT-WB - Sold some WCT-WB at 0.295. If tomorrow dip, will try to buy back. ^^ This guy should worth at least > 30sen. ^^
 
2. Watch List - IGBREIT, KULIM, SPSETIA, TENAGA, WCT
 
3. Good Luck.

134 comments:

hng said...

吉隆坡生態城 交通設施2015內完成

(吉隆坡28日訊)實達集團(SPSETIA,8664,主要板房產)計劃在2015內完成吉隆坡生態城(KL EcoCity)的交通設施。

 吉隆坡生態城計劃增設電動火車站(KTM)及捷運路站(MRT)並連接阿都拉胡坤(Abdullah Hukum)布特拉輕快鐵(PUTRA)。

 增設電動火車站的建設計劃預計耗資2500萬令吉,取名為“KL Eco City Komuter”。

 捷運路計劃則仍在洽談中,阿都拉胡坤輕快鐵站將易名為“KL Eco City LRT”。

 此外,吉隆坡生態城將會增設新道路連接第一聯邦大道、班底及孟沙。

 實達集團總裁兼總執行長丹斯里劉啟盛說:“我們已預留空間給捷運站的建設。”

 “這項3合1交通設施將為大眾及附近居民帶來許多便利,尤其是班底谷(Lembah Pantai)、新班底路(Pantai Baharu)及孟沙地段。”

 聯邦直轄區與城市和諧部長拿督拉惹儂仄在出席“實達國際中心(Setia Internatiol Centre)開張典禮時表示,該項交通與道路計劃令人驚嘆。

 “建設完善的公共交通系統可降低人們對車輛的依賴性及減少車輛在道路上行駛。”

 劉啟盛說,吉隆坡生態城第1階段計劃自2011年推出至今,銷量可觀,銷售額高達25億令吉。

alwayswin111 said...

Hng
Wow you understand both Mandarin and English? Me purely English... Sigh

hng said...

alwaywin111

I'm Chinese educated, my English command and grammar very poor also....

hng said...

S P Setia chalks up RM2.5b sales for KL Eco City

KUALA LUMPUR: S P Setia Bhd has achieved total sales of RM2.5bil for its RM6bil Kuala Lumpur Eco City project which it launched a year ago with Kuala Lumpur's City Hall as joint venture partner.

The project will be another successful venture for S P Setia which will unveil its full year results on Dec 12.

S P Setia president and chief executive officer Tan Sri Liew Kee Sin said the results should be good and that next year's forecasts should be even better despite the global uncertainties and the general perception that the property market was showing signs of slowing down.

“Looking at the response from Malaysians, whether it is Kuala Lumpur Eco City or Battersea, London, Malaysians are very positive about the country's economy.

“But wait for Dec 12. We will provide the group's total sales and next year's forecast, which will also be positive,” said Liew at the launch of the Setia International Centre (SIC) in KL Eco City in Bangsar.

The centre allows buyers and investors to view the group's investment-grade products, both local and international, under one roof.

“We want to share the different dynamics and project features that are unique to our various overseas developments.

“This will be an opportunity for them to invest overseas with a home-based developer they are familiar with. SIC will be a local service centre for our overseas property investments,” said Liew.
Grand launch: (from left) S P Setia chairman Tun Zaki Tun Azmi, Liew and Federal Territories and Urban Wellbeing Minister Datuk Raja Nong Chik Raja Zainal Abidin at the launch of Setia International Centre in Kuala Lumpur. Grand launch: (from left) S P Setia chairman Tun Zaki Tun Azmi, Liew and Federal Territories and Urban Wellbeing Minister Datuk Raja Nong Chik Raja Zainal Abidin at the launch of Setia International Centre in Kuala Lumpur.

On the progress of its KL Eco City located strategically across from the Mid-Valley Mega Mall, Liew said sales have been good, with 90% of its Vogue Suites One comprising 708 units sold since its launch a year ago.

Eight out of 12 boutique office towers, which offer a floor space of between 60,000 and 70,000 sq ft per block and 100% of its strata office block have also been sold.

The company will retain a retail space of about 300,000 sq ft, a residence and hotel block and a 40-storey office tower with net lettable area (NLA) of about 750,000 sq ft for recurring income. City Hall, being the land owner will have a 38-storey office tower with NLA of 400,000 sq ft.

Phase 2 is tentatively scheduled for the end of next year after the road and transport infrastructures are completed. KL Eco City will have total net lettable/sellable space of 5.7 million sq ft when completed.

The company will invest about RM130mil in four ramps to improve access and connectivity and a further RM25mil in transport linkages for a Komuter station and underground space for a possible Circle Line station.

Besides KL Sentral in Brickfields, the KL Eco City project will be the only other to enjoy an integration of all three rail lines the light rail transit, My Rapid Transit and Komuter line.

On its Battersea Power Station project in London, the first 800 apartment units will be launched in the first quarter of next year with an international roadshow in Singapore, Hong Kong and the Middle East. It is expected to end in London by April/May.

Phase One, with a gross development value of £1bil, is an inverted S-shaped block when viewed from the front of the Power Station, was deliberately planned and designed this way to enable as many of the apartment units as possible to have a direct view of the iconic four towers which was built in the 1930s and 1950s. The 39-acre acre development is master-planned by Italian Rafael Vinoly.

Teng said...

Hng

Again congratz on Kulim.

hng said...

Sold off all Kulim at 4.40, realize handsome contra gain

hng said...

Swap margin line to increase stake in Sp Setia, bought more at 3.04

hng said...

Kulim expect to announce financial result soon, but it going to be very poor result. Is subsidiary listed in London, NBPO, contribute more than 70% PBT has record worse than expect result and slump the stock price to all year low

Teng said...

Bought some SP Setia at 3.02

hng said...

Teng

Once the selling pressure on SP setia ease, stock will due to rebound strongly. Its upcoming result and dividend will be main catalyst

hng said...

SP setia trading look like same as yesterday, i think is same seller, lets hope these fellow can sell its stake fast and all now....

Teng said...

Hng

I was first reluctant to buy Setia.Reason is I hold too many property counters( OSKProperty,IJMLand) and property reits

Any reason why Setia price down from 3.60 to 3 in about a month?

Gark said...

Ireka quarter report negative, also the proposed capital repayment by Aseana is on hold...thinking to sell off but divvy coming.. hmm

ck5354 said...

bough some spsetia at 3.01

james said...

big holder, taing kim hwa, sell 5000lots and 4500lots of wct-wb on 26/11 and 28/11... why sell since wct-wb can be worth more than rm0.3? smgt wrong?

ck5354 said...

kulim rebound kuat kuat when is spsetia turn

Chocoanut Production said...

queuing for 2.98 spsetia... don know can get or not

Teng said...

CK

You got lowest price for SP Setia today. Can sell for quick profit.Enough for 2 cans of milk powder?

Gark said...

Probably he cannot afford to exercise all the WCT-WB thus, reduce his holdings.

He still have 29 mil WCT-WB if he need to exercise all of them he will need to foot out 53 mil from his own pocket. Can he afford to?

ck5354 said...

Hng, should sell spsetia or keep for quarterly results??

cheeheng said...

yes,WCT WB now @0.31 :)

ck5354 said...

go go go spsetia

Teng said...

YES SETIA PLS GOOOOO NORTH

alwayswin111 said...

Hi all
Any idea whynGenting is dropping?

ck5354 said...

sold all spsetia at 3.12

alwayswin111 said...

Hng
Huat a lot today

alwayswin111 said...

Hng, Horse
Any info on GENTING

alwayswin111 said...

Sold off Tenaga at 6.94. Market still,look weak. Afraid another bout of blue chip selling.

Teng said...

WTK reported better profit in current quarter vs same period last year. Hope tomorrow price will rebound

horse said...

Seem like many making money today. $$$$$ ^^

Huat Ar...

horse said...

alwayswin111,

No news on Genting, could be merely profit taking.
No news is good news ?

horse said...

alwayswin111,

SO fast disposing your Tenaga ?

Not waiting for dividend ? or at least wait till it near ex-date...

horse said...

hng,

COngratz again !! ^^

non-stop making profit. ^^

horse said...

Teng,

COngratz on your SP Setia. ^^

horse said...

james, cheeheng & the rest,

Congratz on WCT-WB ^^

ck5354 said...

genting news:

Malaysia's Genting Bhd said today its net profit for the third quarter ended September 30 fell 45 per cent to RM190.3 million from RM347.1 million the same quarter a year ago. The gaming-to-power group said the weaker performance stemmed mainly from impairment losses as well as higher depreciation costs. Genting said revenue dropped to RM1.943 billion from RM2.316 billion a year earlier. The company's shares closed 2 per cent lower at RM8.82 a share on Thursday, compared with the broader market's 0.05 per cent rise. - REUTERS

alwayswin111 said...

Thanks ck5354
Horse - Disposed bcos there seems to be a strong resistance at 7,00

ck5354 said...

miss wtk, q at 0.91 kanasai

Teng said...

CK

I also q at 91 sens. I had chance to enter early when only 140 lots buyer,and I thought no one notice its good result yesterday

Teng said...

SP Setia-Removal from MSCI could put pressure on upcoming placement. New projects taking off, property sales on track. Maintain BUY with TP of RM4.10, based on wider 25% discount to RNAV.

Teng said...

WTK-Stronger 3Q12 earnings driven by all segments. Raised FY12–14F earnings after imputing higher sales
volume and lower costs. Maintain HOLD rating with revised RM1.00 TP.

alwayswin111 said...

WTk/EAH/WCT-wb...gogogogo

Teng said...

Bought back SP Setia at 3.03

Gark said...

Sold all my IREKA for 0.715...earn enough for 1 good dinner only..

hng said...

Hi all

I'm in JB, dealing with renovation stuff for my new Semi-D house. No time to trade :)

WCT-WB perform as expected, while SP setia have to wait for selling pressure to ease off. Frankly, there is no worry on Sp setia as it is now a rare chance to buy these 5 star stock on weakness.

Chocoanut Production said...

Bought my spsetia at 3.01 finally ^^

Teng said...

Bought more SP Setia at 3.01

Agreed with Hng.SP Setia recent sell down was due to its removal from MSCI list

Chocoanut Production said...

Is removal from MSCI causing the foreign fund manager to dispose spsetia?

Teng said...

Chocoanut

TheStar-PETALING JAYA: Property developer SP Setia Bhd, whose share price has come off rapidly over recent weeks as its shares are being removed from the MSCI Malaysia Index today, may now be cheap enough to pick up.

Teng said...

Many SP Setia transacted at large volume of 5k lots

horse said...

hng,

Start renovating your mansion!! ^^

Happy for you. SO, This is for your own stay, mean you are moving to JB ?

tcg82 said...

hng
bravado on trading your way to a bungalow bravo !!!

rest, congratz on faber,spsetia, wct-wb,wtk,prtasco,etc
cheers

Teng said...

Hng

Please invite us for your house warming.Time for us to meet up

Teng said...

Sold some SP Setia at 3.07 for contra gains. Now moves toward 3.10. Always sell too early

hng said...

SP setia GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO

Chocoanut Production said...

shud i sell and get back later?

ck5354 said...

go go go spsetia, 2nd round for me

alwayswin111 said...

Hi all spsetia holders
Congrats.... Huat lo...
I didn't buy ... But happy all the same

ck5354 said...

choco, if u sell it go higher how?

what abt go lower???

Ask yourself, then you will find the answer.

ck5354 said...

Anyone know why EAH up????

ck5354 said...

faber go go go

ck5354 said...

q some toto at 4.35

ck5354 said...

faber ex dividen tomorrow.

LISTING'S CIRCULAR NO. L/Q : 66519 OF 2012
Special Interim Dividend of 20 sen less 25% income tax per ordinary share of
RM0.25 each in respect of the financial year ending 31 December 2012.
Kindly be advised of the following :
1) The above Company's securities will be traded and quoted [ "Ex - Dividend"
]
as from : [ 4 December 2012 ]
2) The last date of lodgement : [ 6 December 2012 ]
3) Date Payable : [ 20 December 2012 ]
MANAGER, SEC. MARKET

alwayswin111 said...

Hng
Excellent stock pick

Teng said...

Hng

I sold all Setia at 3.11. Second round of contra gains.Last friday bought at 3.01-3.-3.03

ck5354 said...

spsetia results out 8 or 9 december

if good results will boost up the price again

hng said...

ck5354

I agree with you, SP setia should recoup all its loss due to removal in MSCI index last week.

Chocoanut Production said...

i will hold for a while more....

hng said...

Portfolio have sold most of WTK at 94.5-95sen, realize one time loss in order to normalize margin account.

hng said...

Portfolio also sold partial YTL Power-WB at 39sen, realize loss and free up margin line

hng said...

SP setia must stand firm on 3.13, which is its immediate resistance and support level.

ck5354 said...

hng do u have gmail??

so that we can group chat with teng

alwayswin111 said...

Hng
I also sold my JTIASA and WTk. Realise loss and free up funds.

alwayswin111 said...

Hng
Do you think I should take profit on TAMBUN?

hng said...

ck5354

Lets continue posting here, must respect horse as blog owner, right

hng said...

alwaywin111

Interest to invest in WCT-WB or Spsetia to recoup your loss!?

alwayswin111 said...

Can still buy at this level?

hng said...

alwaywin111

No doubt, Tambun is very good property counter, and its policy to payout 50% as dividend also appealing., It good if one opt to hold for long term, but as trade, i will take profit and swap to other depress stock and lets money grow at higher pace

ck5354 said...

no problem.

hng said...

WCT adds oil and render more support to WB please........

ck5354 said...

if sp break 3.15 will fly to the sky

Teng said...

Wow.Setia 3.15. Congrtz to Hng,CK and those having SP Setia

alwayswin111 said...

Hng
Spsetia moving up very nicely

ck5354 said...

sold sp at 3.14, enought of 2 can milk powder

hng said...

alwawin111

1. Take profit on wining stock
2. Cut loss on losing stock
3. Entry level
4. Exit level

These 4 important criteria in stock market are like art, very subjective and personalize. It must suit individualize risk profile

hng said...

CK5354

'sold sp at 3.14, enought of 2 can milk powder'

How many lot you own SP setia!? so little ?

ck5354 said...

my one is cash margin, so no cash how to buy??? he he he

yes 3 biji nia

alwayswin111 said...

Hng
Thanks for advice. I recouped some losses from TAMBUN .. Still waiting to sell EAH

hng said...

Bought more SP setia WB at 18.5sen

alwayswin111 said...

Hng
Do you watch more than 1 screen?

ck5354 said...

always win let me know when u sell eah, me also hold sipeh long, my cost 0.21 cents

ck5354 said...

u not scared spsetia wb very near to expiry????

hng said...

If one believe that Sp setia will rebound back to 3.40 and above, then its WB will follow rebound back to 40sen, which is 100% potential gain !?. The only drawback is these WB is expire soon next Jan

alwayswin111 said...

Ck5354
Will do . Waiting for it to test 0.18.. Volume seems to be coming in.. Long term Downtrendline broken

alwayswin111 said...

Hng
Yes that's why I am scared to touch wb. Made quite some money on wb back in 2010. Interested in spsetia . Yes I concur that it should touch at least 3.40

Teng said...

Hng

CK probably mean 2 cartons or 2 big pails of milk powder

hng said...

Bought more SP setia WB at 19sen

Teng said...

It is worth to bet on SP setia WB.Almost zero premium. If lucky enough,Setia rebound back to 3.60 level,WB's gain will be more than mother,even you apply discount as expiry is less than 2 mths

Jason Sim said...

Hi guys,

Why is MNRB is falling like a sharp knife though in profit?

Thanks

hng said...

Teng

So, have you bet on Sp setia WB after you sold its mother share?

hng said...

Jason Sim

Please double check MNRB latest quarter result....incur unexpected loss...

Jason Sim said...

Hi hng,

My mistake. I saw the summary from jupiter as below:

Friday, 30 Nov 2012

6:32PM 1H net profit 38.144 million (increased 3.02%)

When I check the report, it was a big loss.



Chocoanut Production said...

hi, any of you know the next resistance for spsetia?

hng said...

Chocoanut Production

I think the next resistance level will be 3.40, follow by 3.50 and 3.60...

hng said...

SP setia WB have even higher gearing ratio, as much as 17x to SP setia

Gark said...

MNRB report loss last quater due to high insurance redemption...

james said...

wct-wb expire date is 22/4/12

alwayswin111 said...

James
Is that right?

james said...

http://www.bursamalaysia.com/market/listed-companies/company-announcements/620635

yes, 22/4/13, 4 months to play...

hng said...

alwaywin111

WCT-WB indeed expire in another 5 month time, while SP setia WB have about 1 month to expire

ck5354 said...

hng why bjtoto drop so much today???

hng said...

ck5354

Because Bjtoto like IHH, up some much last friday in last minute, today, market just adjust back their share price back to normal

hng said...

I've sold off all under perfroming stock today: WTK, YTL Power-WB and YTL Power, realize all loss today :(

Gark said...

I am still sitting on TYLPOWR paper loss.. have not decided to take loss yet... hmm

Teng said...

Hng

Have not bought any Setia-WB yet.Just reached home from outstation

hng said...

Teng

Yes, today bought more Sp setia at 18.5-19sen, potential 100% is just too hard to ignore despite getting expire in another month time, typical high risk high return

hng said...

I think WCT is almost ready to retest its strong resistance level at 2.80

hng said...

Bought Amedia 39.5sen

hng said...

Bought even more WCT-WB at 30.5sen

hng said...

Lets recalculate the intrinsic value for WCT-WB based on current WCT value.

Ex Bonus WCT = (2.78 x 20)/23 = 2.417
Max WCT-WD = (0.60 x 4) /20 = 0.12
Ex warrant WCT = 2.417 - 0.12 = 2.29

Intrinsic value WCT-WB = 2.29-1.85
=44sen

hng said...

Keep accumulate WCT-WB at 30.5sen, margin of safety is high enough to cushion downside risk

hng said...

I'm intend to increase stake on both WCT-WB and Spsetia-WB in order to match and offset my loss on WTK, YTL Power-WB and YTL power.

Gark said...

Hng,

WCT-WB can still accumulate? I see the revised exercise price so far have no impact on the WB price or thewise it would be >0.40 by now? Recent price increase partly due to mother share....

hng said...

Potential and conservative gain in turn of percentage based on current price:

1. WCT-WB: 30%
2. Spsetia WB: 50%
3. Amedia: 15%


hng said...

Yes!! Spsetia at 3.20

Teng said...

Hng

Bought Setia WB at 19sens.Also,I have queue at 18.5 sens

Teng said...

Now Setia WB trade at discount

hng said...

Teng

SP setia-WB soon will follow to trade above 20sen

Teng said...

SP setia WB GOOOOOO

ck5354 said...

Lai liao go go go

Chocoanut Production said...

gonna close at 3.17 soon.....intraday trader taking profit?

Teng said...

Today;s trading

1)Sold all SP Setia 3.07 % 3.11
2)Sold some YTLPower-WB at 39
3)Bought BJToto at 4.36 and sold 4.42
4)Bought SP Setia WB at 19 sens

hng said...

EPF has reverse from sell to buy SP setia now. More upside expected

WCT technical also look promising, breaking 2.80 should no problem in next few days. Await WCT-WB to unleash it potential

hng said...

剔出MSCI指数首日 实达与成功机构不跌反升

(吉隆坡3日讯)实达集团(SPSETIA,8664,主板產业股)及成功机构(BJCORP,3395,主板贸服股),在正式脱离摩根史丹利大马指数(MSCI Malaysia Index)的首日,两只股的股价並无下挫,反之双双止跌回扬。

在首日脱离摩根史丹利大马指数后,实达集团週一全天扬升0.13令吉,或4.28%,闭市收在3.17令吉;成功机构则上扬0.015令吉,或2.73%,以0.565令吉掛收。

国际知名投行摩根史丹利在11月15日,对东南亚MSCI组合做出调整,將实达集团及成功机构从摩根史丹利大马指数中除名。此消息一出,曾导致实达集团在16日当天大跌4.4%,一度挫至近13个月的新低水平;而成功机构亦在同一日大跌7.75%,一度探至3个月新低。

从11月16日至上週五,实达集团和成功机构,这期间分別下跌14.6%和14.7%。

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