Saturday, January 5, 2013

Gotten Rid All My OSKPROP ^^

 
 
1. OSKPROP - Thanks to the shares buyback.^^ Have disposed my last batch of OSKPROP-WC at 0.19c. ^^
 
2. WCT-WB - CK, i have not recieved my units as yet. :( Will lodge a complaint to the Broker and see what they say. Will quote that the direct account seem faster than nominee, see if they have any explaination on this. You are right, the longer it drag, the profit get diminished. Hopefully, there is still some profit left for me. :(
 
3. Watch List - IGB, IGBREIT, MBFHLDG, CCM, YTLP-WB
 
4. Good Luck.

44 comments:

ck5354 said...

I already considered them so slow.

You even slower.

Why Bursa so inefficient????

Teng said...

As expected,SP Setia price up to 'encourage' WB holder to exercise

hng said...

Bought ultramax YTL Power-WB at 45.5-46sen

Teng said...

Hng

You very keng.Sold at 39.5 and bought 46cents. Have to learn from you,buy high,sell higher

Anyway,still hold substantial YTLPower WB

hng said...

Teng

The reason is YTL Power uptrend is confirm, so have to buy high, sell higher.

Its faith fall under 2 scenario
1. Privatize by YTL through share swap, likely by 1:1, implying upside potential 12% upside in YTL Power, but as much as 40% in WB

2. Divestment its local Power plant to 1MDB, get rid of political risk and realize one off windfall gain, trigger re-rating to stock

hng said...

Sold off CYPark at 1.68, realize contra gain

Teng said...

Hng

if share swap 1 to 1 how YTLCorp privatise YTLPower,do you see selling pressure on YTLCorp?Of course,YTLCorp share always supported by share buy back

hng said...

Currently, YTL Power-WB is my largest stake in portfolio. Hopefully it will give me first ever 6D ANG POW before Chinese New Year

hng said...

Teng

If privatize take place via share swap, it will trigger re rating to YTL, simply because high PE stock (YTL, PE, 14x)) exchange with low PE stock (YTL Power, PE, 10x)

hng said...

CCM also moving up slowing. EPF has ease to be substantial shareholder, reduce its stake to 4%. Thus get rid of selling pressure already

hng said...

IGB also start perfroming, i think once kriasset delist, focus will concentrate on IGB, the largest beneficial of listing if REITS and the fact that it already in net cash per share of RM 1.00. Very likely IGB will proposed special cash dividend or share dividend (treasury share 4.9%)

Teng said...

Sold some SP Setia at 3.19. Bought more MBF at 1.19

hng said...

Use available trading limit, increase further stake of CCM, bought CCM at 98.5-99.5sen

ck5354 said...

Which one can generate the highest earning in shortest time frame???

1) YTLPower-wb
2) CCM
3) MBF holding
4) IGB

Difficult answer.

Only time will tell.

caryn said...

my bet is on YTLP-WB,lowest cost highest returns and perhaps shortest possible time. anyone got IJM-WC @ 1.20?

hng said...

ck5354

1) YTLPower-wb - 40%
2) CCM - 20%
3) MBF holding - 15%
4) IGB - 15%

ck5354 said...

Last train ytlpower-wb...

Teng said...

Hng

I am still interested in IGB.Queue at 2.30 last few trading days,not kena.Have to buy higher price

hng said...

CCM GOOOOOOOOOOOOOOOOOOOOOOOOOOOOO

cheeheng said...

hng

ccm goooooooooooo to rm 1.20. jump in @0.99

Teng said...

CCM GOALLLLLL

lg said...

hi hng,
what is the base price for your calculation on the percentage rise?
Thanks!

hng said...

Ig

Just based on current share price, no much different in turn of potential percentage gain

Arthur said...

Hng,

In ur opinion do u think MBF will declare any special div before CNY?

hng said...

IGB GOOOOOOOOOOOOOOOOOOO

hng said...

Arthur

I believe it will declare special dividend within these quarter, that is Jan-Mar.

lg said...

Thanks hng,
qeueing ytl-wb.bought pantech 0.73
gtronic looks good..

hng said...

Ig

Most tech stock have mini rally recently

Teng said...

Hng

After selling off card business to AMbank,what other business MBF Holding are having esp in Msia?From their website,Msia only printing business

Taylor college is no longer under MBF?

Remember MBF ( or Loy family) used to own time leisure business

hng said...

Loy family force to selloff the most valuable assets, MBF finance during financial crisis time, and later MBF card, the symbolism of MBF and Loy family. Loy still retain other peripheral assets like taylor and leisure burliness.

MBF finance acqurie by AMMB, while MBF card by white knife Tan Sri, which through back list way resume MBF listing status. Tan Sri manage to turnaround MBF card and expand business to papua and Fiji. Its Malaysia after MBF card divestment are printing business and landbank in kulim, about 3800 acre, partly lease to third party for palm oil plantation,

Teng said...

Hng

Thanks

Now Loy family has no share in MBFH anymore,but directly owing education business( Taylor?)

hng said...

horse

Congratulate on your WCT, seem both LTH and EPF work hand in hand, keep on supporting WCT and absorbing whatever selling from warrant conversion. With that, i think WCT-WB now is worth of investing, either for warrant share up to close gap or opt for conversion

tcg82 said...
This comment has been removed by the author.
Teng said...

Hng

Congratulation on IGB. I miss it again.Last friday CK asked me to buy 2.32 instead of q at 230.I told him IGB my favorite counter

tcg82 said...

FYI Bursa news today on WCT
Kindly be advised that the abovementioned Company’s additional 3,840,000 new ordinary shares of RM0.50 each arising from the aforesaid Exercise will be granted listing and quotation with effect from 9.00a.m., Wednesday, 9 January 2013.

hng said...

Teng

As mention here many time, IGB is currently in net cash RM 1.06/share and treasury share 4.9%. I believe it is just as a matter of time, IGB shareholder will be rewarded either by special cash dividend or share dividend

lg said...

recently quite frequent shares buyback on wtk & pjdev..wonder what's up..

Teng said...

YTLPower and WB-Mari mari la mari

Election song when I was at secondary school

hng said...

YTL Power and WB continue got POWER

hng said...

Lets hope CCM can stay above RM 1.00 to confirm uptrend

ck5354 said...

hng,

上周稳大(ADVENTA)的股息和资本回退(1.70令吉)完成,我们在周五以42.5仙沽清,以成本来算,3个月赚了12%,表现不错。
喜欢它的投资者可以继续持有,因为它剩下的洗肾机器业务应该会表现不错。另外,我们购入了一只新股票C,1万单位,每股96仙。至于我们主办的有奖游戏,已有得主。读者江国庆以1688.88点入选,和31日收市只差0.07,在此先恭喜他了。

Nanyang 黄金十年 buy CCM i guess

Jeffrey8568 said...

lg,

I still keep my WTK bought last year at RM1.24 and average down when it drop to 95+. Still sit on paper loss. Hope it can break RM 1.05 soon. Do you keep any on WTK ?

Jeffrey8568 said...

Hopefully CCM can break the 1.05 resistance then it should able to climb back to 1.10 range.

lg said...

Hi Jeffrey,
am still holding WTK bought at .945 last year. Wanted to sell but noticed recently the frequent sharebuy back with price maintaining around 0.99, suspect something could be brewing and it could go higher.

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