Tuesday, January 8, 2013

UOAREIT Here I Come !!!

 
1. UOAREIT - Whack this guy at RM1.39 today. ^^ Hope to reap handsome profit after dividend declared sometime next week. Took first batch profit the other day, now am buying higher and hope to sell higher. ^^
 
2. WCT-WB - Still waiting patiently from my WCT conversion units. CK already into 2nd batch conversion. ^^ Well done. !! I will be doing the same thing when my money is back. ^^
 
3. MBFHLDG - Seem like moving but failed to gain momentum. :(
 
4. IGB - Congratz to hng. ^^ Keep it coming. ^^
 
5. Watch List - WCT-WB, YTLP-WB, MNFHLDG, IGB, UOAREIT
 
6. YTLP-WB - Congratz to Teng. ^^ Another good profit. ^^
 
7. Let's HUAT. ^^ Earning 5Ds comrades please report and drop a foot print here. ^^ I know hng, Teng & myself in this category. Hope more comrades report 5D profit here. I want to know how many of you benefited. CK, are you there yet ? Thanks all. ^^
 
8. Good Luck. May the best price be yours always. ^^ I can't show my print screen anymore as Blogspot stop that feature, i may need to upload to an URL and copy from there, very tedious job. :(

120 comments:

ck5354 said...

Horse,

I am far from gaining 5D, currently 3D and marching to 4D.

5D is still a dream for me.

tcg82 said...

gamuda being inching up
gamuda-cx hit 4.5sen last week, cabut 6sen today, but only low 4D (same like ck) can report arggh?
ytlp-wb & mbf still hldg
thanks and let's 888

Teng said...

Horse

You mean 5D profit from one counter?

horse said...

Yalo, from one counter i mean.
BUT if total earning > 5D also can lah i suppose. ^^

Teng said...

Horse

SP Setia and wb near 5D. Hope YtLPower WB can hit 5D. Already make 1 round from YtLpower

ck5354 said...

You still not yet get your WCT??

Slow so many days???

Unbelievable...

trade_novice said...

Please watch out for Puncak Niaga.

:)

FSA said...

Hi Horse, Hng

Care to share what your investment size in order to achieve the 5D gain, Thanks

cheeheng said...

horse

same like ck,making 3D pft but aiming to make more 4Ds pft. :)

OneX said...

Horse,

My first ever 5D profit from one counter was Spsetia-wb last month.

Current holding that got paper profit:
1) Cscenic (half way to 5D profit)
2) Wct-wb (nearly half way to 5D)
3) Homeriz (1/4 from 5D)
4) Faber (1/4 from 5D)
5) Ytlpowr-wb (1/5 from 5D)

I plan to realise profit some by end of this month or before CNY.

Thanks to you Horse and especially HNG.

I learn a lot from this blog:
1) From Horse (to do scalp trade and dividend play).
2) From HNG (to always be quick and the timing to enter dividend counter that going to annouce their dividend)
3)Teng and everybody else (for giving other info)

Thanks again.

Teng said...

OneX

Wow,you are doing good

I have sold most of my holding( OSKProperty,Glomac,Hapseng,YTLPower etc). Bought Keck Seng,MBF recently. Still holding YTLPower-WB

I do short term trade in CWs when opportunity arise

Teng said...

Bought small quantity of SP Setia t 3.17 before market close yesterday.Today sold 3.21. Never thought it match so fast

lg said...

hope to make higher 3D then to 4D this year from 1D lol!
limited budget & cash upfront trading leh..

horse said...

Gotten my WCT conversion units and sold all at RM2.35 with handsome profit. ^^
Will be buying second batch soon.

horse said...

wow OneX. you are good. ^^

Keep up the good work.

hng said...

Bought MK land at 33.5sen.

hng said...

horse

Congratulate on your WCT, Well done!

horse said...

CK,

This is what we called Blessing In Disguise, get slower sell higher price. ^^

hng said...

Wish all Cyber friend keep on record 3D, 4D, 5D, 6D.......so long is positive return

Teng said...

Horse

You should thank Bursa or your stockbriking firm for the delay.< 2 weeks delay you sold at almost 2% higher,which annualised is 50%

horse said...

hng,

Concur with you on MKLAND. Dividend soon. ^^

Teng said...

Agree with Hng. As long as profit,it is good. Also,% of return is more important. Making RM1k with RM10k investment is better than RM10k return on RM1million capital

horse said...

Teng,

Your YTLP-WB also not bad. ^^

hng said...

horse

MK land currently trade cum dividend of 1 sen. Its balance sheet has improved significantly.

Gark said...

Sold 1/4 of WCT-WB at 0.38.

Bought some TDM at 3.40 for core long term holdings. Mix healthcare/plantation counter

PE 7x, BV 0.7x, DY 4-5%

Future growth coming from 40K ha plantation which should contribute to earnings from 2013. 2 new hospitals is currently being built.

Teng said...

Horse

Most forumer here in YTLPower-WB club. You hold no more?

horse said...

hng,

Pending dividend announcement soon.
Seem like people is buying up. ^^
Congratz again. ^^

Gark said...

Oh forgot TDM net cash per share abour RM1/share + dividend policy of 30%.

It is a slow counter though..

horse said...

Teng,

No more ytlp-wb. Will consider buying but maybe not at this juncture.

horse said...

Gark,

You are not converting WCT-WB ?

Gark said...

I got too much WCT-WB.., if i need to convert all need about 150+ K. So sell half and then convert the other half. :(

Teng said...

Besides MK Land,anyone consider TAGB?Current price is 50% discount vs IPO price

horse said...

Teng,

What happen to TAGB's 2Q result last year ? so pathetic.

I think wait till May first.

hng said...

Teng

TAGB need to restructure its corporate like IGB, pool investment grade properties under REITs to not only raise cash through IPO but also retain profit as REITs is not subject to tax.

horse said...

IGB !!!

horse said...

TWRREIT, QCAP, UOAREIT & STARREIT.
DPU coming soon. ^^

hng said...

horse

IGB continue moving up, too bad, sold off all already :(

hng said...

horse

Ya! all REITs are due to declare income by these month.

hng said...

Increase further stake in Acoustech, bought more at 63.5sen. Its net cash 38sen/share or 60% of current share price is cash. Expect Acoustech at least declare 5sen TE or even higher dividend, 8% nett yield just too good.

horse said...

Of all the REITs, ARREIT still under perform. Can consider buying in.

hng said...

horse

YTL power and WB both holding very well, i expecting some corporate exercise either privatize by YTL or divestment its local power plant to be materialize by CNY.

Teng said...

Horse

I hold Starreit,UOAReit and Towerreit. Waiting for dividens

horse said...

Good for you Teng. ^^

hng - YTLP will need to go under YTL wing if without the power plant i guess, as it no core business beside the 1bestari YES. Eventually YTLP will be very cash rich. Will consider taking in some WB.

horse said...

congratz to UOADEV holders. ^^

think alwayswin & gark has it ?

ck5354 said...

Hng,

Any opinion on plantation stock???

Jason Sim said...

Hng, Teng,

Still homding ccm?

Thanks.

Teng said...

Jason

I never hold any CCM

Too bad

alwayswin111 said...

Horse
I sold before the run up. Very pathetic la... Made many many bad judgements lately. I have NEVER EVER had such a bad spell as this. Have been cooling off since I sold my counters before last run up.
But glad though that all of you making good money. Am watching to reenter TIMECOM

hng said...

horse

YTL Power local power plant only contribute about 12% profit.So, even sold off its local power plant, the amount proceed of about 5.5b, the interest saving is more than cover. The estimate sale of power plant of 5.5b are based on EPS=19x, 5.8x net asset, RM4.6m/MW (formula derive from sale of Genting Sanyen to 1MBD)

hng said...

KSL also rununp

hng said...

Jason

I still hold on CCM at average cost about 99sen

horse said...

alwayswin,

Nevermind, i faced this many times. ^^ As long as there is profit.
TimeCom heavyweight. Maybe after CNY. ^^

ck5354 said...

hng,

why mkland beside 1 cent dividend??

I see monday high volume.

hng said...

Bought more ML land at 33.5sen

horse said...

hng,

I decide to join MKLAND club. It comply to my investment like. ^^
Queueing 335. Let's HUAT. ^^

ck5354 said...

I also q 0.335, mkland

hng said...

ck5354

MK land have 5000acres landbank, but the prime is locate in Damasara Perdana and some setaiwangsa. These landbank alone based on market price already worth as high as 1b, compared with current MK land market cap of about 390m. It also have much improved balance sheet: cash 150m vs 170 borrowing, gearing<0.1x, and unbilled sale of 400m have increase its capability to ensure future growth

hng said...

Based on technical chart, MKland should have strong support at 33sen, thus downside risk is low if buy at 33.5sen now.

lg said...

anybody looking into pantech? running today.
q-ing for mkland and mbf to join you guys

Teng said...

Horse

Your UOAReit timing is perfect. I still hold mine bought few months ago at 1.32-35 ( received abt 5 cents dividend)

horse said...

hng,

MKLAND is not trading at 1sen Cum dividend as yet. It has not declared since 2008. In the recent Financial report mentioned this?

horse said...

Teng,

You are patient holder. ^^ Patient will reap good profit i hope. Let's HUAT. ^^

lg - welcome to the club. ^^

hng said...

horse

Please refer to bursa announcement ton 29 Nov

hng said...

Continue increase my stake in Acoustech at 63.5sen

Gark said...

Need some opinions...

Adventa net cash per share about 0.40, selling at 0.385. Still have some small business doing medical stuff. However the company is classified as PN17 due to selling main business.

Do you think there is value here?

hng said...

horse

Congratulate on your UOAREITs

Teng said...

Joining Acoustec club. Bought some at 63.5 cents

Those have extra cash in FD,Acoustec is worth investing

Teng said...

Hng

Do you know if two MKLand major shareholder settle their differences?It is quite known to public Mustapha and Kasi( how MK name came.Some say MK is Mustapha Kamal)not having good working relation?

horse said...

Page 5 Item 8 says no dividend for FY ending SEP 2012.

hng said...

Bought more CCM at 98.5sen

Teng said...

Gark

I am not sure if Adventa nett cash after cash distribution is 40 cents. Adventa sold its business for abt RM2 per share,but I think they have debts in its balance sheet

hng said...

The Board of Directors of M K Land MK land Holdings Berhad is pleased to declare an interim dividend of 1 sen per ordinary share of RM1.00 each less 25% income tax for the financial year ending 30 June 2013. The date of entitlement and date of payment in respect of the interim dividend will be determined at a later date.

This announcement is dated 29 November 2012.

horse said...

Gark,

Why gamble ?
Skip this one and join other better one. ^^

hng said...

horse

MK land financial year is from June 2012-June 2013

horse said...

Thanks hng. ^^

Gark said...

Hmm.. thanks for the info teng, checked the balance sheet, and looks like net debt. Skipped this one :)

horse said...

CK,

You sold your ALAQAR ?

hng said...

Bought ultramax CCM at 98.5sen, becoming biggest stake in portfolio now.

lg said...

hng, CCM momentum will pick up again coz price not moving much these 2 days. Do you reckon it will go above 1.10?

horse said...

9679 WCT WCT BHD
WCT-EXERCISE OF 4,257,300 WARRANTS 2008/2013 ("EXERCISE")

LISTING'S CIRCULAR NO. L/Q : 66884 OF 2013
Kindly be advised that the abovementioned Companys additional 4,257,300 new
ordinary shares of RM0.50 each arising from the aforesaid Exercise will be
granted listing and quotation with effect from 9.00a.m., Thursday, 10 January
2013.


ck5354 said...

sold same price as you 1.35

Teng said...

Sold some Uchitec at 1.20

hng said...

Ig

I believe so, i've faith on CCM based on:

1: Improve earning visibility (secure Insulin right of distribution, worth 96m)

2. Recent PNB opt to exercise all CCM WA at 1.36, significant higher than current market price.

3. CCM share slumping from RM 1.30 to current price solely due to selldown trigger by EPF, but have already cut down its stake significantly from 9% to 4% based on 27 Dec announcement. As EPF have ease to be substantial shareholder, further cutdown in stake will not disclose in bursa. But, based on tading volume after 27 Dec, i believe EPF has continue sell down its stake, perhaps already toward the tail end now

hng said...

WCT surging high.

horse said...

WCT runup.

Gark said...

Aiyoh sold WCT-WB too cheaply this morning...:(

ck5354 said...

another project coming by WCT???

look at the price sipeh "am tui".

Anulus said...

WCT-WB towards 0.40 soon hehe

Gark said...

Ok what CK, you got another batch conversion coming soon right? Get better price now :)

horse said...

Congratz Teng. ^^
Still holding Uchitec till now ! Good job.

Teng said...

Now my Uchi was from at least a year ago bought at 1.13-1.18. Already received 3 dividend ( 5+7) and recent 5 cents which ex but payment later this month

Gark said...

Damm WCT break 2.40 already...

Teng said...

Hng

From MK Land last annual report ended 2011,they still have 45acres of land in Damandara Perdana.

Based on RM50-100mil GDV per acre,45acres will haveRm2-4 billion. Based on 25% margin,MK Land can make RM500million

My number above make sense?

horse said...

Gark,

You still got ton of WB, so should be ok. ^^

Teng said...

CK and Horse now blame Bursa why they were so effient in WCT conversion

lg said...

hng,
thanks for the explaination on CCM. Am trying to clear as much holdings as possible before GE. Lots of talk that price correction will happen after GE.
I think CCM would not be affected too much since EPF now will have no effect on it's price after the dispose. CCM price now would be more determined by retailers?

ck5354 said...

Just called symphony and check.

They received my WCT form and processing.

He he he so fast.

horse said...

Officially joining MKLAND club. ^^
Just got my order matched.

Teng said...

I also join MKLand at 33.5 cents

ck5354 said...

I am also in MKLAND.

lg said...

me too, yea!

Anulus said...

YTLP-WB no fuel today...

ck5354 said...

WCT run chicken liao

Ai yo yo

horse said...

WCT geng !!!

ck5354 said...

WCT-WB is worth 0.58 now.

OneX said...

Join MKLAND as well this afternoon.

Sell 1/3 Wct-wb at 0.41. I think Wct-wb will be my second 5D profit.

Anulus said...

WCT-WB is worth 0.60 now huhu...

Gark said...

Go WCT go.. 2.45 now... :)

horse said...

CMMT also geng !!!

Gark said...
This comment has been removed by the author.
Eelyn Soon said...

I have a question.

I bought in wct wb today @ 40. however later the mother spikes up a lot, but the son doesnt follow and its at a very negative premium, so what is the best choice to earn?

Will the son be moving up accordance to the mom? Or will it continue to stay stagnant there? So its best to convert to mom? Or what should i be doing?

Any suggestions and comments pls?

Gark said...

Hmm WCT Manipulated? just now someone put in 1 mil shares buy order, but then retract it in few minutes... or key in wrongly :)

Gark said...

Eelyn,

If you got the capital convert it, otherwise sell it.. looks like the WB discount will be there for quite some time...

horse said...

Eelyn Soon,

Yea, convert is the best choice to maximise your profit. Good Luck ^^

horse said...

I feel like MKLAND will get punish further.
Prepare to add more. Good Luck.

lg said...

Hi hng and everyone,

KSL looks good to me. might try get some tomorrow.
hng, do you think KSL-wa can buy?

ck5354 said...

For those who want to know how to convert wct-wb to wct.

You may email me.

I am expert now in filling the form. After 2 round of convertion.

hng said...

Ig

Both KSL and KSL-WA lack of volume, but if someone wanna to push up share, it will run very fast. I think once KSL-WA can stay 40sen, the volume will increase significantly

hng said...

horse

Wait for MKland to declare dividend soon, 3% yield at least limit downside risk

lg said...

hng, noted on ksl. Thanks for the tip!

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