Wednesday, January 2, 2013

Scalp On IGBREIT ^^



1. IGBREIT - Bought in at RM1.33 and sold all at RM1.34. ^^ Good start of the year 2013. ^^

2. Teng, yes, 2011 & 2012 registered my highest gain but in term of percentage 2011 registered higher than 2012 !! likely due to compunded calculation on year 2012 as the base is bigger. Overall not impressive but happy with it.
 
3. hng, you are far more better than me in term of result i guess. ^^ Earning double income never come easy especially when you have real job to counter with. I feel financially more relax compare to years back. One thing good is, a lot of spare money can be easily deployed. ^^ Keep up the good work my friend. May year 2013 bring you more profits. ^^
 
4. WCT - CK, have you gotten your units ?
 
5. CCM - Congratz to hng and those that bought this. ^^ HUAT AR !
 
6. Watch List - CCM, WCT, IGBREIT, MBF
 
7. LG, just whack any REITs if you like. I normally go for the cheapest in term of price. ^^

56 comments:

horse said...

DJ rock !!!

caryn said...

to all the experts here, can we jump into IJM-WC now or wait for further corrections? tq

Teng said...

caryn

CIMB has trading buy on IJM,TP 5.60

hng said...

Caryn

I think IJM will surge as Keuro will award West coast highway to IJM, the major shareholder of Keuro

hng said...

CCM continue uptrend with increasing volume, keep up momentum.

Derick said...

If CCM can close > 1.00 the next resistance will be 1.10

LG said...

ytlp wb also moving on news of privatisation?

hng said...

LG

Another possible aside privatization is YTL Power will divest off its local power plant to 1MBD, which if materialize YTL Power may delcre special dividend and adjustment in WB exercise price later

LG said...

oh i see.. that means it would be better to keep ytlp-wb for a bit longer? any TP, hng? i still have some at 0.43.

hng said...

LG

If YTL Power indeed divest off its local power plant to 1MBD, it will get rid off political risk and stock will be due for re-rating. The amount of cash proceed from divestment then can be use either acquire oversea assets or opt partially to reward shareholder. The re-rating could send YTL Power stock to 1.80-2.00, translating to WB potential TP 59sen-79sen

Teng said...

LG/Hng

From my understand,1st generation of IPPs have 3 options before their agreement with government expire

1)Sell plants/power subsidiary to government,most likely 1MDB

2)Lower their tariff rate immediately for extension

3)Do nothing and wait for contract expire.IPP can negotiate to sell plants to government after agreement expire

I think selling power stations to government will be best options

cheeheng said...

hng

hmm,ni macam can whack the wb a bit n keep 4 awhile.

LG said...

Thanks hng for the insight. At this moment, wb looks more upside potential than mother share.

hng said...

Teng

I think so, Genting Power and Powertek already sold to 1MBD, the former granted extension while later not. It shown 1MBD willing to acquire power assets from 1st generation despite fail to grant extension in concession (Powertek)

hng said...

Teng

Today only is last day for SP setia WB, thus despite underlying keep on support, WB seem fail to attract buyer interest.

Teng said...

Hng

Those bought Setia WB yesterday either sell today,and wait to convert before expiry due date.Not surpised WB is under selling pressure

Teng said...

Sold YTLPower at 1.62.Still keeping YTLP WB

EPF continue to sell YTLP almost everyday.WB can't move high without support from mother share

ck5354 said...

Where is my wct???

Until today bayang also tak nampak.

Now selling pressure emerge, less and less discount.

cheeheng said...

sold CCM @ 1.01..., nice pft,thanks to HNG.

bot Keladi @ .215

ck5354 said...

Hng,

Amedia can play???

ck5354 said...

when is amedia warrant listing???

Anyone know???

hng said...

YTL Power and WB back to power, hope the uptrend can sustain while await for new to be confirmed either privatization or divestment in local power plant.

cheeheng said...

ck

i'm entitle to the free Amedia warrants,but i also have no idea whn is the listing date.

cheeheng said...

wow, Tambun new all time high?

Wei Loon Goh said...

MBF 1.18...

hng said...

CCM gaining even more momentum

hng said...

Wei Loo Goh

MBF still await for its special dividend. Patience is a key if wanna to reap profit on it

LG said...

Hi all,

Any idea on Cypark's uptrend? will it continue or MBF would be a better bet?
There are some activity on Kimlun as well.

hng said...

KSeng resume uptrend again ?

Teng said...

Hng

Yes. Your Kseng resume its uptrend after those taking profit ends?

hng said...

Teng

I hold no more KSeng, sold already on profit.

hng said...

Currently my top 5 major holding in portfolio are

1. CCM
2. MBF
3. IGB
4. YTL Power-WB
5. Acoustech

Teng said...

Hng

when do you buy Acostec? I have some bought 5 or 10 years ago at RM1.

hng said...

Sold off all CCM at 1.00-1.02, realize handsome contra multiple 5D gain

ck5354 said...

HNG,

what you see AMEDIA??

hng said...

Teng

I just start buy Acostech last month, at range 61.5-62.5sen. Will accumulate more later for its attractive dividend yield

cheeheng said...

congrat$$$ hng,another 5D pft.

Teng said...

Hng

Acostec trading volume is too thin. Need patience to accumulate its shares

hng said...

ck5354

Amedia still await for its bonus and warrant , which usually take around 3 week to be listed. Share price may under pressure once warrant and bonus is listed.

Teng said...

Hng

Besides Acoustec,you can consider Formosa Prosonic ( FPI) which is associate ( I am not sure if they are sister company or Acoustic is subsidiary of FPI). I think FPI volume is slightly higher( but still very thin)

hng said...

Teng

Thanks, will consider it after make studied on it.

cheeheng said...

hng

what's your average cost fr
YTL Power-WB?

Teng said...

SP Setia up last 30 mins of trade. Push price up to encourage WB holder to convert?

ck5354 said...

Hng,

Amedia bonus already listed. Now is amedia warrant. not sure when listed.


We refer to the announcements made on 5 October 2012, 17 October 2012, 31 October 2012, 2 November 2012, 9 November 2012, 12 November 2012, 5 December 2012, 12 December 2012, 13 December 2012 and 28 December 2012 in relation to the Proposals (“Announcements”). Unless otherwise defined, the definitions set out in the Announcements shall apply herein.

On behalf of the Board, TA Securities wishes to announce that the Bonus Issue of Shares has been completed today following the listing of and quotation for the 250,800,000 Bonus Shares on the ACE Market of Bursa Securities.

This announcement is dated 31 December 2012.

hng said...

cheeheng

My average cost on YTL Power-WB is around 44sen

hng said...

ck5354

So fast, the Amedia bonus already listing? How come WCT bonus share listing is together with its warrant?

hng said...

Teng

Too late, warrant holder already too afraid to fall into trap again. But, i think so long SP setia maintain at current level or even higher to give some discount, it will encourage all warrant holder to convert eventually.

cheeheng said...

hng

oic,i bot some @ 43.5.

Teng said...

Hng

Those still keeping SP Setia warrant today can decide for another two weeks whether to exercise or not. If Setia want warrant holder to exercise,they have to make sure mother share stay above RM3.10

Jason Sim said...

Hi guys OT abit,

I received a call from prudential on asking me to purchase theirs plans. I was surprised how the person/they obtain my personal information. I thought BNM has a ruling on giving/selling out customer information?

Teng said...

Jason

Insurance agent may get your contact from your friends.I had same experience years ago when I queried agent how she got my HP. Seems like agent is wife of my customer

Gark said...

Banks and credit cards will also sell your contact info to insurance/finance/investment companies.

Dealing with all these insurance/finance/investment companies call is a headache. Every time tell them don't want still call...

Jason Sim said...

@Teng, I queried as well and they told me through my circle of friends. Sigh...

@Gark, Yea this agent keeps calling and never gave up.

tcg82 said...

horse/hng,
mkh got corp exercise rights/warrant/bonus
1:10 rights at 1.80
1:10 free warrant
1:10 bonus
any meat on this one?
currently holding none but thinking
any comment much appreciated & thanks

ytlp-wb added some 0.44
let's 888

tcg82 said...

gamuda today surged 3.70 with some volume, see if can continue tomolo
holding some gamuda-cx 4.5sen
let's 888

Eelyn Soon said...

hi all.... am new here...
i am eelyn..
have been on and off following thru with the comments here..
and i find it pretty interesting..
u guys are mainly div trader?

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