Wednesday, January 23, 2013

Hanging With UOAREIT ^^

 
1. UOAREIT - Already giving me handsome profit on this. Sold all today at RM1.42 and also buy some back at RM1.41 last minute. ^^ CK, take a look at ALAQAR, at 1.33 i think can buy back. Just declared income distribution of 4.54sen. ^^
 
2. CYPARK -
 
hng said...
Gark

Actually, CYpark is awaiting 20MW Biomass in its landfill at ladang Tanah Merah to be official sign under BOT for 25year concession.

CYpark currently already operate in Tanah Merah landfill site to treat and dispose municipal solid waste. As the landfill is capable to generate biomass up to 20MW, CYPark is secure concession and sign feed in traffic concession with TNB, it will enable CYpark not only derive eanring from tipping charge on solid waste but also earning from generating power from biomass.

Currently, CYpark already derive Renewal energy from its 8MW solar and 2MW biogas in Pajang (NS) integrated renewal energy park. So far, it have newly install another 5MW solar, making total RE 15MW (8+5 MW solar+ 2 MW biogass)

CYpark also replicate these integrate renewal energy park in other 3 other landfill, namely Bukit Palang (NS), Rimba Terjun (Johor), Kuala Perlis (Perlis), totaling another 20MW solar + 5 MW biogas.


All in all, CYPark RE division will increse multifold these year onward from 8MW solar to total 33MW solar and 7MW biogas. If CYpark can secure tanah Merah Biomass RE, it will add another 20MW biomass in its RE portfolio
 
3. hng, i can see that you have done an indepth study on some of the counters. Really appreciate your posting here. It benefited the cyber friends and silent reader here. Well done my friend. ^^ I am very lazy lately, most of the time just glance through some of the report without taking a serious look. :p
 
4. Watch List - CYPARK, GTRONIC, ALAQAR, UOAREIT, YTLP-WB, ZHULIAN, SUNREIT, HUAYANG, MBFHLDG, ACOSTEC
 
5. I am cutting down my trading, fearing of the surprise called of the election. Will try to trade with cautious starting from now, i mean extremely cautious. I have had been through many cycle of crisis, so better stay alert & do not want to let my profits just ruin like that. ^^
 
6. I am able to post my picture again. ^^ Will resume to reveal my trades BUT i have missed few days back. :( Good Luck All !!!


96 comments:

horse said...

Also watch TENAGA.

hng said...

horse

Good to your, none stop making money!

Me too, cutting stock holding, realize 5D loss on CCM, record negative return so far these year :(

Its getting worrying to look at market sentiment is so fragile responding to upcoming GE. These political risk is so overpower and overrule whatsoever stock in market, be in good dividend, fundamental or low beta stock.

I'll try my best to first free off all margin line and later trim core capital exposure to the stock market, which mean portfolio will need to absorb possible another round of 5D loss. My strategy is buy on weakness, but sell more on rebound to gradually trim further down stock holding till GE is over.

horse said...

hng,

Agreed, market sentiment is so easily affected by the upcoming GE. Too many unscrupulous people out there, simply yelling GE. The current political risk is just too much to swallow for retailer like us. Simply because PR stand a very good chance to march into PutraJaya.
I am hesistating to go into market right now, even if i do the qty will be small not like before. :(

tcg82 said...

Oh dear, me still holding MBF & ytlp-wb; seems better look for offloading opportunities coming days ^_^ 888

horse said...

I presume this 5D loss for you is just a matter of time making them back in near future. In fact you already make enough the previous round to cover this loss.
Preserving capital is more important now, as when the market really collapse, this become our biggest opportunity, not only recouping our previous loss, possible doubling our own capital in profit as history has shown us many rounds that it will stage a recovery after a big drop/crisis, if we are able to capitalise this by choosing some good stocks and keeping them in long long term. The reward will be abundance. ^^ Hope this is the repeat else we will continue to trade on. ^^

horse said...

tcg82,

Not too worry at this moment, i think the worst has yet to come, probably the market can still last till CNY.

hng's strategy is good by slowly & gradually trimming the stock holding, buy on weakness and sell more on strength.

hng said...

horse

You know me well! That is the my ultimate strategy, cut loss gradually and free up core capital and preserve margin , prepared for bargain hunting await for GE result.

Furthermore coming Feb is Q4 financial result, i think all plantation stock will be hit badly. If umor is valid, then 22 Feb is date for PM to dissolve parliament, GE will be on 23/24 Mar (school holiday)

hng said...

tcg82

Tan Sri is also doing scalp trade on MBF-WA!? Caution...

hng said...

Caution!! Tan Sri Datuk Dr Ninian Mogan Lourdenadin seem is a person to stir current MBF-Wa price, purchase and dispose exact same amount of volume. Next few day, we can further confirm what is his purchase and dispose price detail for today and yesterday price movement.

horse said...

Just to share a bit. I have some stocks sail through the up & down. Till now i am still keeping it. In fact the value now is 4 folded of what i first bought.
If you are stuck, you need to review your stock holding, some stocks can just keep irrespective what happen, you can even buy in more to average during crisis time, bring down your holding and keep them very long. Make sure your reassess your stocks, keep the quality stocks and cut lost what you think is bad. FOr me, so long the stocks keep paying dividend if you stuck, just keep them.


horse said...

SOrry, typo, should be bring down average price.

hng - from where you get the information ? is there announcement for this ?

horse said...

ok hng, i saw the announcement in MBF.
Yes, buy and sell same qty after a few days.

hng said...

horse

Announcement from Bursa, but the transaction is last week. So, we need to wait for next few day, to examine today and yesterday price transaction.

hng said...

horse

The problem is same quantity!!?? trade so easy money....

horse said...

it is actually disposed first on 18/1 then bought back on 21/1. Total holding about 83%. Can be easily manipulated.

hng said...

horse

I know you still keep your long term core stock like GAB, PBBank, Bjtoto etc, no only able to enjoy steady and growing up dividend payout but also mulitfold capital appreciation

horse said...

hng,

Wow, you named them correctly. ^^

About MKLAND, i think has limited downside, this one should start trending up. Hopefully i am right.

Teng said...

I am now 80% cash for my trading account. Like Horse,my investment account mainly good dividend stock (Pbbank,Maybank,Sime). Current holding is Acoustec(cost 63), CCM(95 cents),YTLPower (1.56) and YTLPower wb ( from WR conversion)

CCM 52 wek low is 84 cents. Hope it can find support there

Jeffrey8568 said...

CCM should be able to hold well at 84sen level as long as the fundamental is intact.

Teng said...

YTLPower GOOO

horse said...

ytlp-wb ^^

hng said...

Hope YTL can stay above 1.60, WB follow to stay at 44sen

caryn said...

IJM wakes up from slumber, would IJM-WC follows too?

hng said...

CYPark is need catalyst to spur share perfromance:

1. Award of 20ME Biomass under BOT for 25year in Tanah Merah, NS.

2. Proposed dividend for FY2012, based on 30-40% payout, dividend is expect range from 5-6sen

3. Signing feed in traffic concession under renewal energy power purchase agreement with TNB, for all its newly installed solar and biogas renewal energy in various landfill power station: the integrated renewal energy park:

a: Additional 5 MW solar and 3 MW biogas in Pajam (NS) on top of exiting 8MW which already start contribute earning to CYPark since mar 2012.
b. Bukit Palong (NS) : newly installed 7MW solar and 2 MW biogas
c: Rimba Terjun (Johor): Newly installed 7MW solar and 2 MW biogas
d. Kuala Perlis (Perlis): Newly installed 6MW and 1 MW biogas

horse said...

quite torturing seeing others fly but your own one stay flat. :(

ck5354 said...

MBF really make me up and down

Jiasai stock

Gark said...

Hng,

I know about the additional 5mw and 2 mw biogas at Pajam.

On the other locations, as far as I know, cypark has not started work yet?

lg said...

It feels like market is staying very cautious . Having a catalyst may not be able to bring prices up higher than it should. Probably investors are afraid of catching "falling knives" due to GE uncertainty.
perhaps better to sell and lock in profit quickly first?

Gark - your TDM is moving nicely, congrats.

Gark said...

Haha now TDM back to parity.

These low cap diversified plantations like TDM and Kfima needs long term holding power as the price is sluggish and trading illiquid.

But worth to hold longer term based on valuations and just sit back to collect ~5% dividend. These shares are mostly safe-ish as they hare backed with a hefty cash horde.

Gark said...

Anyway just a word of warning, for those interested in TDM & Kfima, the coming results would not be good due to poor CPO price. ^^

hng said...

Gark

Please visit CYPark website,
1. select news,
2. print Media,
3. press release 2012,
4. select Oct and select Oct9 2012 NST - GreenTechEdition CHANGING MALAYSIAS ENERGY LANDSCAPE.

hng said...

CYpark website:

http://www.crbenv.com

Gark said...

Hng,

You are right, all other solar park is mostly completed according to the pictures...

However analyst report have not stated anything on the progress of the other solar park....other than the addition at pajam.

So far for the last quarter these new solar park has not contributed to earnings yet. Hopefully they will boost the next Q earnings. :)

horse said...

Agreed, market seem cautious. Good Luck all. ^^

hng said...

Gark

These newly installed solar panel in various integrated energy park already completed last few month, follow by various testing and checking to meet system requirement. According to management, it is now now operational ready to supply solar energy through grid connect to TNB power tension. Currently awaiting TNB and CYpark to hold official ceremony to sign power feed in traffic agreement.

hng said...

Gark

What more make CYpark more appealing are all renewal energy command very high profit margin:

55% for Biogas;
50% for solar energy
32% for Biomas

In addition, CYPark is one of few small cap attract many local fund become it substantial shareholder, with Public mutual stand as largest institutional shareholder

Public Mutual: 6.86%
OSK-UOA trust fund: 4.13%
CIMB trust: 2.38%
Great Eastern: 1.67%
AMB trust: 1.46%
MAAKL: 1.33%

All in all, local institutional fund control about 18% of total CYPark stake.

hng said...

I hope CYpark business should at least neutral to political risk as no one should resist green energy 'GO green, Love the EARTH'

Gark said...

Not to mention that Cypark got ring-fenced financing from the Malaysian government for all it's RE energy investment with interest rate of 2%. :)

hng said...

Gark

CYPark got 2% rebate of interest cost for all its loan secure for all its renewal energy investment.

horse said...

No excitement from market. :(
May be it is Friday.

lg said...

horse,
yes, many taking opportunity to stretch the holiday until monday.

ck5354 said...

sell or keep mbf???

dilemma\

ck5354 said...

q sell half at 1.24 mbf

ck5354 said...

Limpeh q sell u up again mbf kanasai.

Done at 1.24

lg said...

acostec started to move only now with small vol. still holding, maybe wait till tues see how

hng said...

Bought HOT Stock: TMS at 9sen

caryn said...

r all of u shocked by the meteoric rise of MBFH-WA? returns much, much better than MBFH!!!

lg said...

hng, u really keng. i dare not touch

ck5354 said...

tan sri is pushing as high as possible to dispose mbf-wa.

So this is quite high risk.

But high risk high gain.

ptcbuxhosts said...

Heard that got news on TMS. Sort of right issue. May goreng up like last time.

lg said...

tebrau moving fast & furious, very close to breaking high 52w 0.975 and 4k 0.935

ck5354 said...

Hng,

Can highlight why you buy TMS??

Lossing company.

Teng said...

Queue PChem CL at 0.5 cent. Matched only 57,000 shares.


CK-so far you sold MBF at highest price of 1.24.

hng said...

HOT STOCK: TMS

My first venture into Hot stock... Look back its yesterday and today share volume, it is about 20X volume spike.

Someone is accumulating like last year. TMS ESOS and right share all issue at 10sen, thus, current 9sendownside limit to 8sen, but upside could be as high as 15sen at least......

Gark said...

Guys, any ideas on huayang?

Eps 40 cents, div 15 cents, selling at 1.60? PE 5x...?

hng said...

ck5354

TMS total volume for 2 days trading exceed 50% of its total share volume, all transacted at 9-10.5sen

25/1: 164m
23/1: 161m

TMS total share volume 651m, these 2 days alone 325m share or 50% of its share change hand!? Definitely sometime is on....

Titus said...

Government has renew Faber contract for next 10yrs with increment of the current fee. Should we see faber fly next week? Hope it will bring ang pao money to those still holding it.

horse said...

No trading from me today. :(

Watch Faber. ^^

horse said...

Teng,

Pchem-cl, is VWAMP ?
What is the 1st day Average price ?

Tuesday is last day of trade.

Teng said...

Horse

Today is last trading day forPchem-CL. I think 5 days VWAP is from tuesday Jan 22 to Jan 30

Jan 22 VWAMP Jan 22 is 6.055,Jan 23 6.107 and today 6.068

My total investment in this counter is RM285.Lose half or all also small amount

Titus said...

Horse, u still holding faber?

Gark said...

Finally faber announcement... been waiting for soooo long.

But the sabah and sarawak Faber's stake will be diluted from 100% to 40%.... this is not good news.

hng said...

Gark

Its still not firm up yet, its just agree in principal, need more time to further negotiate term and condition, then after can finalized and sign concessions agreement.

cheeheng said...

hng

yes,but its almost certain Faber will get the CA fr another 10 yrs.

cheeheng said...

All Faber Club m'bers

KUALA LUMPUR: Faber Group Bhd said it received three letters from the the Public Private Partnership Unit of the Prime Minister’s Department, which stated that the government has agreed to give the company a ten-year hospital support service contract for Peninsular Malaysia and for new concessions for the Sabah and Sarawak zone.

horse said...

No more Faber on my hand. :(

I am keeping my holding small from now on. Most likely will liquidate my core holding as well. Just to capitalise the coming GE, hope can buy back on dip.

cheeheng said...

horse
ya,me too.Better keep ca$h for now.


horse said...

This round is a bit diff from old time where we are assured of BN winning. PR stands very good chance to defy 2/3 majority from current government & may probably have an upset. We should take precautious on this though. Trimming holdings & standing by for the GE, get in when the dust is settled. Most probably can get in with less cost. ^^

horse said...

cheeheng,

your MBF must be giving you good profit ? sold already ?

horse said...

I noticed a lot of newbies coming on board for our bourse. Good sign for us as an old bird but bad for these new comers. :( I hope this round has surprises for us.

hng said...

cheeheng

Faber is no granted any new but reduce its exiting concessionaire in Sabah and Sarawak from 100% own to just 40% take. So, in future, the earning contribution in Sabah and Sarawak will be reduce by more than half. However, Gov compensate Faber with increase increase service charge. The net impact could be neutral the best for Faber.

hng said...

chengheng

Overall its good for Faber as it get rid of uncertainty and ensure steady earning for next 10year. Will add Faber next week into portfolio.

cheeheng said...

horse

still holding Mbf,gonna sell it nxt wk. Not much pft, average cost rm 1.20. Better thn nothing :)

cheeheng said...

hng
u r right. i still keep my Faber. Already received 2 tmes div. 8 sen n 20 sen sp div. More dividens coming 4thQTR rpt. :)

horse said...

No matter how, stick with fundamental stocks will be ideal move. Uncertainty on this GE is definitely a question. When this question arise. Many will be skeptical including me. Uncertainty definitely no good for our bourses as this hinder the development of our country moving forward. Our investor mindset are mostly belong to the herd type mentality. Too sensitive for anything that happening around us. In fact it is a good thing, thats what make a merket today. Opportunity is everywhere in every situation. It make our market exciting, remember every event or news will be an opportunity. If one can move one step ahead of others, definitelt he/she is on the advantage side.
BUT no matter how, leave all these aside, just stick with fundamental, as this will never go very wrong. ^^ Good Luck !

cheeheng said...

Faber GOOOOOOOOOOOOOOOOOO

hng said...

Bought Faber at 1.49-1.50

cheeheng said...

hng

wow, u kkkkeng !

cheeheng said...

sold all my Mbf@ 1.27

hng said...

Sold Faber at 1.51, realize quick contra gain first

hng said...

Bought back Faber at 1.48

hng said...

Sold back all Faber at 1.49, no much momentum ....

hng said...

Bought more TMS at 8sen

cheeheng said...

hng

u not worry aah "cheaper might bcome cheaper" ?

ck5354 said...

Anyone interested on Mkland??

Tomorrow quote ex dividend???


Listing Circulars (20130118LC00045)
Company Name MK LAND HOLDINGS BHD
Stock Code / Short Name 8893 / MKLAND
Date & Time Announce 18/01/2013 3:39:00 PM
Subject MKLAND - NOTICE OF BOOK CLOSURE

Content
LISTING'S CIRCULAR NO. L/Q : 66938 OF 2013
Interim Dividend of 1 sen per ordinary share of RMl.00 each less 25% income tax
Kindly be advised of the following :
1) The above Company's securities will be traded and quoted [ "Ex - Dividend"
]
as from : [ 29 January 2013 ]
2) The last date of lodgement : [ 31 January 2013 ]
3) Date Payable : [ 26 February 2013 ]
MANAGER, SEC. MARKET

hng said...

ck5354

MKland already ex for dividend today. Buying MKland today no entitle to dividend.

hng said...

cheeheng

I'm interest in its extra ordinary trading volume, last 2 days as much as 50% of its total share volume exchange, if today volume continue to maintain at that level, implying another 25% exchange hand.

ck5354 said...

aiya too busy forget the date,

Thank hng for the correction.

hng said...

Bought even more TMS at 8.5sen, every 0.5sen already in handsome profit

lg said...

what is up with OMedia? very high vol

hng said...

OH! too greedy, should have sell at 8.5sen to take profit instead of buy :(

hng said...

Bought ultramax TMS at 8sen

ck5354 said...

teng and me follow you buy at 8 cents.

I-®on said...

Just joined the party...

Teng said...

Today bought small quantity of TMS at 8cents. Wanted to sell off all at 8.5 cents but only half matched.Bought back sold quantity at 8 cent

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