Monday, March 4, 2013

IGBREIT & GOLDEN AGRI^^



1. IGBREIT - Sold all at RM1.38. 2sen profit. ^^

2. I've sold most of my shares holdings except those that has been holding many years back and meant for long term keeping. ^^ From now on have to trade with extra careful just to avoid being caught on surprise.
 
3. GOLDEN AGRI - Bought in today at S$0.615. ^^
 
4. CARLSBG - Up 16sen closed at RM13 mark. ^^
 
5. Watch List - IGBREIT, MPHB, MKLAND, TMS, KHSB, YTLP-WB, CARLSBG
 
6. Good Luck !!!

44 comments:

lsb said...

Golden agri good long term.

lg said...

Horse,
What are the process of trading singapore Shares?Could give some learnings, eg exchange rates, brokerage, payment, dividends, tax,what type of trading accounts to open, etc? Thanks.

lg said...

Teng, Horse,
Do you still have Glomac? Noticed that company has continuously been buying share back from open market. What could be the possible reasons besides being deemed undervalued?

Teng said...

LG

Sold all Glomac.

Glomac has always been buying back its own share at least a year ago. Their current project in Puchong Lake received overwhelming response.You need luck ( by balloting) to buy a unit there

Teng said...

I did a quick analysis on IGBCorp

-Total cash-~RM2.1 bil
-Total debt-~RM1.7bil
Net cash is RM400 mil

51% share in IGBReit=RM2.3bil ( 51%x3.4 billion share xRM1.35)

Properties value at Midvalley(Hotels,offices)=RM859million

Labu Land-RM142million ( last revalued at 2002)

Australia property-RM121 mil

Micasa hotel-RM173mil

Total properties value-RM1.295

RM2.3bil( Reits) +RM1.295bil( properties)+RM400mil cash=RM3.995bil

Share issued-1.5 billion

NTA based on above RM2.66

Properties above is only top 10 properties by value listed by IGB's 2011 report.I know IGB now own 100% KL Renanssaince and Cititel in Penang.Also,share issued is less than 1.5 billions as IGB has 80 million treasury shares

So good deal at current 2.27?

Teng said...

Can someone confirm offices,hotels in Midvalley is not under IGBReits?

Chocoanut said...

only midvalley megamall and The gardens is under IGBreit.


Hi Horse,

What you think of Ausgroup in SGX?

cheeheng said...

ccm GOOOOOOOOOOOOOOOOOOOOOOOOOOO!

Teng said...

CheeHeng

What is your entry price for CCM?

I sold this morning at 93 cents. Bought last friday at 91-91.5. VEry shui

yh said...
This comment has been removed by the author.
yh said...

was thinking bout the direction of the market in this few month. should focus on the fundamental on the company performance instead of the market direction? but still worry bout the losing grip of the market due to upcoming GE. the movement of current market is still uncertainty? would appreciate for any advices..

cheeheng said...

teng

entry price= 0.905
sold all @0.995

cheeheng said...

teng

neveramind,i think sooner or later CCM will break RM 1.00.wait fr profit taking thn buy again.

Teng said...

CheeHeng

After 3 rounds of CCM with small profit each round,think is time to stop

cheeheng said...

teng
why stop lah?

Teng said...

CheeHeng

Luck not so good in CCM even make money.Maybe try again when it drop to 90 cents level

cheeheng said...

teng

aaaah, CCM continue to surge!

Teng said...

TMS GOOOOOOOOOOOooo

cheeheng said...

teng

u might want to take a look at Muhibah currently my biggest holding.

cheeheng said...

Faber,Mbsb GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO!

Teng said...

Cheeheng

Will consider Muhuibah from now on

MBSB-Maybe target for privatization. Should have listen to my friend advice before CNY gathering.He recommend strong buy for MBSB

lg said...

Cheeheng,
What is a good entry price and TP for muhibbah?

cheeheng said...

lg
if u have the bullet it is better to accumulate slowly bcoz GE is around the corner. My average cost for Muhibah is 0.825. u can also scalp this one,bought at 0.80-0.81 thn sold at 0.83-0.835. Good luck.

cheeheng said...

teng

i bought MBSB @ RM 2.38.upcoming div of RM 202.50 is attractive if u grab it at 2.38(>8%)

horse said...

congratz cheeheng on your CCM. ^^

horse said...

lg,

To trade SGX, US & etc, you can open account with all investmnet bank like CIMBiTrade, HLIB & PBBinvestment, they all offer foreign trades. You can retain your currency in the respective bourses that you trade with. e.g if you trade SGX, you can remain your trading limit in SGX.
Please check it out with them. Good Luck. ^^

horse said...

No trading from me today. Nevertheless some of my stock in portfolio doing not bad. ^^

MPHB - 3.53, +7sen
CARLSBG - 13.20, +20sen

horse said...

Choconut,

No idea on AUsGroup. You bought ?

horse said...

Teng,

Yes, i am eyeing MUHIBAH as well but not touching at the moment, GE fear & sulu incursion. :p

horse said...

I am trying to dispose as much as possible. Waiting for GE and grab them back with cheaper price hopefully. ^^

Teng said...

Horse

I also wait for opportunity to buy cheap stocks after GE .better be prudent now

Teng said...

Anyone still holding MK Land?

Teng said...

Congratulations CK on your CCM

Hng-You still hold any CCM?

Chocoanut said...

Hi Horse,

Was queuing for Ausgroup yesterday but did not get at my target price. I read a report about this comp which trigger my interest. Let me share with you. (http://sgx.i3investor.com/blogs/towardsfinancialfreedom/6222.jsp)

Teng said...

Horse

Follow you on Golden Agri.Bought some yesterday at 60.5

cheeheng said...

GOOOOOOOOOOOOOOO TAMBUN!

ck5354 said...

where is HNG???

Miss him leh.

ck5354 said...

FTSE Bursa Malaysia KLCI suffered several large single-day declines, owing to the weak sentiment and high sensitivity to this most pressing of political concerns.
Retail investors are reluctant to participate in the local market for the time being as the risk-off mood among Malaysian retail investors prevails
As compared to nine months ago, most of the funds have raised their cash allocation further, indicating the degree of uneasiness that these fund managers are experiencing over the election.
As the risk aversion of Malaysian equity fund managers shows no signs of abating, cash levels is likely to remain relatively higher until there is clearer picture after GE13.
Apart from hoarding cash, Malaysian equity funds which are allowed to invest in foreign equities have opted invest overseas, favouring neighboring Southeast Asia countries
Fund managers who need to stay invested even through volatile times, seeking refuge in the defensive sectors such as telecommunications and utilities.
Our advice to investors is to stick to the fund managers that they are comfortable with and to let these professionals deal with mitigating the downside risk.

hng said...

Hi all

I'm in JB, monitoring renovation progress. Stock seem rebound, but i'm waiti for two core stock to shine: TMS and KHSB :(

Well done and congratulate for all of you especially horse continue nonstop making money, Laughing all the way to bank

horse said...

Teng,
Good price u enter^^
this year palm oil shuold recover some.
Furthermore, sgx is safer at this juncture compare with klse.
Good luck^^

Derick said...

Hng

How is your contractor ? Good ? I also need to renovate my house. If good can give the contact ? Thanks

Teng said...

Hng

KHSB start to move towards 65 at second session today

Teng said...

Horse

At 60.5 cents,it is indeed attractive price. I missed 63 cents early this year,and it went up to 64-65. Can't afford to miss again

ck5354 said...

我们的投资建议:

1)如果你是作短期交易而且手上持有很多股票,我们建议卖出部分股票套现。如果美国股市反转往下掉,大马股市也会受影响;

2)如果你是长期投资者,不妨先等美国股市调整下跌,及大马大选过后再进场;

3)如果你还未进场,应耐心再等多三个月,当情况稳定了才进场;

4)如果大选日期确定了,则应在投票日前先卖掉手头上的股票,避免任何选举的结果影响股市。

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