Saturday, December 8, 2012

WCT-WB Rock !!!

 
 
1. WCT-WB - Adjustment of exercise price will be next week. This guy will trade at a discount then. Look even more attractive after that provided underlying stock remain steady. WCT shareholders will get their bonus shares and free WD, not sure the selling pressure then will cuase any down turn of mother ? Just wait and see. Scalp on this by buying 0.285 and sold at 0.295 the other day. Also sold some at 0.34.^^ Like what hng always said, handsome profit. My version will be Laughing All The Way To The Bank. ^^
 
2. TENAGA - Sold at RM7. ^^
 
3. UOAREIT - Bought at 1.33. ^^ Thanks Teng for mentioning this.
 
4. IGBREIT - Bought more at 1.32. Will scalp on this. ^^
 
5. Watch List - WCT-WB, IGBREIT, UOAREIT, TENAGA, AMEDIA
 
6. I did not managed to capture the screenshot on 7/12/2012 matched deal. System is not available during the weekend. Above are 6/12/2012 transactions.
 
7. Happy for both hng & CK. ^^ hng just started his house renovation and CK's wife just delivered a baby girl. Good news, good news. Stock Market will start to ROCK next week ^^ !!!!!!!!
 
8. Good Luck.

45 comments:

ck5354 said...

Baby Boy not baby Girl

Thanks for all the wishes.

horse said...

Sorry, the first one was girl right ?

cheeheng said...

Horse
Sold WCT WB @30.5, bot bck at 32.5 ! Terror eh? Amedia already looking at 4digit RM paper pft,think it will go even higher. Many thanks to Hng. On my radar,WCT WB.AMEDIA,UOAREIT,UCHITEC,TWREIT

Anulus said...

hye guys...been following ur comments for the past few weeks...awesome sharing!!! me holding wct-wb and amedia too...

ck5354 said...

yes, 1st one is girl. Together we huat arr.

hng said...

Bought ultramaximum Amedia at 42.5sen

hng said...

Amedia today again score top volume, momentum keep going up :)

Gark said...

TheEdge just put out an article on WCT-WB's negative premium. Hopefully will see good trading gains today...

ck5354 said...

gark where is the link???

Gark said...

No link.. printed in the print edition.. WCT-WB zooming now.. :P

hng said...

Used available trading limit, bought SP setia WB at 8.5sen

hng said...

I;ve bought back the same amount of volume for SP setia-WB at 8.5sen that sold last week at 10-10.5sen. I indeed hope this time i can recoup my loss on SP setia WB

ck5354 said...

U not scare meh???

hng said...

With today SP setia private placement book bidding begin, i hope PNB, EPF can support SP setia share price in order to protect their stake interest from being diluted value.

hng said...

Bought also WCT-WB at 36.5-37sen

ck5354 said...

what price u plan to sell wct-wb???

hng said...

Sold off all WCT-WB at 37.5sen, realize quick intraday gain

ck5354 said...

hng what securities u r using? how come u r so fast??

hng said...

ck5354

Public bank, i thought all IB offer same real time trading platform?

ck5354 said...

what rate public bank offer you??

hng said...

Ck5354

Under margin account = 100% capital + 150% margin line + 100% trading limit. Interest on margin line, 0.38%

ck5354 said...

So high at 0.38%, why don't you switch to other securities.

I thought they give you special rate since you are their BIG customer.

Gark said...

WCT mother share price is strong today.. i though after BI, and WD should have selldown? Ok lah more power to WB...:)

hng said...

Gark

WCT bonus and WCT-WD has yet to be listed, so current share performance already exceed my expectation. Nonetheless, as retail trader, if momentum keep coming up, just buy high, sell higher, continue reap profit on it.

Gark said...

I though allotment date is 10/12.. do you know when BI&WD will be listed? At this rate WCT-WB is theoretically worth 0.57... hmm.

Waiting for tonight's announcement on the confirmation of WCT-WB exercise price.

hng said...

ck5354

I thought to change it many time, but since already tie 10year relationship with PBank and i quick get to used of their service and more importantly have maintain positive return consecutively. Thus, better for me to keep these record.

hng said...

ck5354

SP setia -WB fate very depending on successful rebound in SP setia share price. As year end coming, SP setia could be fund target for window dressing, any 10sen incremental in share price can give rise to 100% return in spsetia-WB. However, the risk still remain on its short life span. Thus, trade cautiously and portfolio has just allocate maximum 20k on it

hng said...

冷眼专栏:亚洲媒体10年大计
分享锦集
财经评论 2012-12-09 12:23 (Nanyang)

亚洲媒体(AMedia,0159,创业板)计划在未来5至10年中,投资5亿令吉,将该公司的电视广播技术,由传统的广播模式转型为先进的数码广播技术(DTTB),同时将该公司的户外电视广播网,从目前的巴生谷,扩展至覆盖全国。

这是该公司执行长及大股东拿督WONGSHEE KAI在该公司2011年年报中所披露的10年大计。

这项10年大计,实际上已经启动。

投资5000万

到目前为止,该公司已投入5000万令吉的资金,购置及装设数码电视广播器材,在巴生谷开始试验性的数码电视广播。

如果试播达到预期的效果的话,该公司将启动第2期的扩展计划,在未来的2至3年中,将广播网扩展至槟城和新山。

接下来,将在5至10年中,进一步扩展至覆盖全国。

目前广播网只局限于巴生谷,已投资了超过5000万令吉,在未来5至10年中投资额将增加10倍至5亿令吉,雄心之大,可想而知。

执照有价

亚洲媒体是大马拥有户外电视广播执照的3家公司之一,其他两家为马新社和大马卫星集团。

在3家公司中,亚洲媒体是唯一拥有全方位户外电视广播执照的公司,可以从事所有的户外电视广播,包括娱乐、资讯、新闻、促销和广告。

所以,这张执照本身就有价值。

业绩复利增长率惊人

由2007年投入服务的亚洲媒体,到目前为止,还是采用传统的广播技术,进行户外电视广播。

该公司在巴生谷的巴士上,以及川行吉隆坡和新山的巴士快车上,装置电视机供乘客观赏。

到去年杪为止,该公司已在1391辆公共巴士上,装上3175架电视机,以广播电视节目及广告,取得了令人称羡的业绩表现,可见这个行业具有巨大的成长潜能。

跟着该公司将电视广播技术,由传统转型为数码,广播网由巴生谷扩展至全国之后,成长将加速。

数码电视广播技术,不但使广播内容提升至现场广播,而且可以让手机、个人电脑及I-PAD下载广播节目,潜能之大,可想而知。

亚洲媒体于2007年投入服务,5年来无论在营业量、盈利和每股净利方面,都取得惊人的复利增长率(GAGR)。(见表)

本益比偏低

该财务年到今年9月30日的3季,营业量比上一年同时期增加20%至3359万令吉,盈利增加10%至1295万令吉,每股净利则由5.23仙增对5.43仙,仅增加4%。

从该公司第3季季报可以看出,器材折旧率由173万令吉锐增至374万令吉,是盈利增长放缓主要原因,现金流量并未减少。

如果该公司第4季能保持第3季每股净赚1.68仙的盈利的话,该财务年全年每股净利预期可达7.11仙。

以目前每股40仙左右的股价,预期本益比为5.6倍。作为一只成长股,5.6倍的本益比属偏低。

该公司已宣布以一送一发红股,每股红股附送一股凭单。

股票交易所已批准新股上市。

有能力攫取更多商机

亚洲媒体的股价,这几个月来波动激烈,由5月时的不到30仙,到9月杪时暴涨至1令吉15仙。

过后直线下跌,在短短的1个星期中打回原形,而且曾一度跌停板,投机散户措手不及,蒙受亏损,这是很不幸的。

股价出现不寻常波动,使投者将该公司列为投机股,有损该公司作为有实力成长股形象,严肃投资者可能因此对该股望而却步,惟实可惜。

在未来10年中,大马消费预料将持续上升,商品促销和广告有成长潜能。

作为由户外电视广播先锋的亚洲媒体,将有能力攫取商机而从中受惠,若能逐步实现其10年成长大计,业绩保持上升的趋势,股票自然会继续增值,短期股价激烈波动,给人留下急功近利的负面印象,得不偿失,诚属不智。

该公司未来10年投资5亿令吉,资金何来?能否按步就班,实现成为全国性户外电视广播的计划?是该公司的一项严竣挑战,投资者可拭目以待。

该公司已申请由创业板转至主板。

Teng said...

Hng

I was not so active in stocks since for past 3 weeks. My mom passed away about 2 weeks ago

SP Setia-After being out of MSCI,will Setia still favorite for fund manager?maybe funds focus on small to medium size company may still interested in Setia

Hope Xmas shopping will push up SP Setia

ck5354 said...

hng what is the amedia bonus or ex date on it price?

any chance we can reap profit on the bonus and free warrant??

hng said...

Teng

My condolence to your family, hope everything is alright.

hng said...

ck5354

Amedia need 5 day average price to fixed its warrant exercise price, which could around 20-22sen. The fixed price could be announce either by today or next days, 5 days after its last EGM and subsequently will announce its bonus and warrant entitlement date, all should be by these week

hng said...

ck5354

If you examine SP setia private placement circular, it did mention in page 12 that the adjustment to exercise price as guided by Deed and poll, but its depend on final private placement price.

I assume that if private placement price is lower than its current warrant exercise price, the adjustment will be carry out on exercise price lower to match these new private placement price. Eg. private placement issue at 7% discount based on 5 day average price of RM 2.80, then warrant exercise price will be adjust lower from 2.99 to 2.80

Teng said...

Hng

Thanks.Everything is fine

Is Setia private placement going to implement soon,ie within next 30-45 days?If longer than 60days,it will not impact warrant exercise price

hng said...

ck5354

For your information, SP setia CEO still hold more than 10% in SP setia-WB that was issue at cost 30sen 5 year ago

ck5354 said...

thanks hng.

But time factor is not on our side.

hng said...

Teng

SP setia private placement has start book bidding today and close on Friday, the final private placement should be announce either end of these week or early next week, which together will announce possible warrant price adjustment

hng said...

ck5354

risk and reward: high risk high reward

If spsetia WB did adjust it exercise price to match private placement price (2.80), SP setia will potential have intrinsic value of 20sen if sp setia stay at 3.00

ck5354 said...

1 share free 1 bonus also free 1 warrant.

So if I have 1 biji amedia at 0.44, I get another biji, then share price will adjust down to 0.22. (0.44/2)

I also get 1 warrant, worst case is the warrant trade at 0.05 cents right???

alwayswin111 said...

Teng
My condolences.

hng said...

ck5354

Yes, the free warrant should worth more than 5sen, if 'goreng' can go as high as 10sen as its exercise is around 20-22sen, new warrant trade at premium of 50% is norm especially for growth stock like Amedia

hng said...

Uchitech today got many seller, but with 5 dividend to be declare soon and potential renewal of its pioneer status to enjoy 5 more year tax free, downside risk should be limited

hng said...

Uchitech today got many seller, but with 5 dividend to be declare soon and potential renewal of its pioneer status to enjoy 5 more year tax free, downside risk should be limited

Derick said...

Teng

My condolences

Teng said...

Alwayswin111 & Derick

Thanks for the well wishes

Related Posts with Thumbnails