Tuesday, May 21, 2013

Day Trades : Scalp On IGBREIT Again ^^

 
 
1. IGBREIT - Wow !!! I sai lang all my fund on this at RM1.35 & RM1.36 respectively. Sold most of them off at RM1.37 & RM1.38. ^^ Great scalping on this so far. ^^ I started to like this REIT so much. Keep making every single day. ^^
 
2. STAREIT - Sold all at RM1.11. ^^
 
3. hng, admire your foresight. ^^ Wish you make big money on TIMECOM. ^^ I gotten most of my fund back after disposing most of IGBREIT, might venture back into common stocks like you. ^^
 
4. Watch List - KPS, TIMECOM, PARKSON, WILLOW, FABER
 
5. Good Luck all. May the best price be yours always. ^^

22 comments:

alwayswin111 said...

Horse
Good job..

alwayswin111 said...

Hng
Thanks for info on Parkson

ck5354 said...

Hng,

Faber normally announced dividend on 4th quarter based on historical data.

http://stock.osfvad.com/stock_financial_summary.php?stockname=FABER

The coming quarter is 1st quarter, how u know it will declare 10 cents dividend???

Thanks.

hng said...

ck5354

Faber has proposed final dividend of 10sen together with last Q4 result. The entitlement and ex-date will only announce together with upcoming notice of AGM and to seek shareholder approval in AGM held next month

hng said...

Timecom break RM 4.60

ck5354 said...

thanks hng.

hng said...

Timecom break RM 4.70

ck5354 said...

Timecom crazy, luckily i swap my MISC to timecom. reducing my loss in misc.

Thanks hng.

hng said...

ck5354

The gain now is still consider small compared to amount of share dividend payout to Timecom shareholder.

Eelyn Soon said...

how much would the target price be hng? i do not know how to calculate....

hng said...

Eelyn Soon

Based on latest analyst report:

RHB research, TP for Timecom is 4.95,

HLG research TP for Timecom is 5.14

Eelyn Soon said...

ok tq... i saw the rhb tp..

hng said...

On the domestic front in FY12, fixed line business continued to capture more market share (mainly from TM) in niche segments with wholesale and enterprise gained 2.0ppt yoy to 17% and 1.0ppt yoy to 6% respectively. In FY13, TdC expects higher demand from cellcos for node fiberization in preparation for LTE network rollouts.

TdC remains bullish on international business projecting Asia’s bandwidth demand growth to undergo a CAGR of 44.0% from 2010-2020 while broadband penetration rates remain low at 27.5%.

With 10% market share, AIMS will flourish riding on industry forecasted growth of 15%-18% benefiting from proliferations of cloud computing and corporate outsourcing.

Leveraging on their expertise and technical know-how, TdC is ready to grow their global bandwidth and data centre businesses into new markets in the region, favoring Indonesia, Philippines and Thailand.

To date, TdC has sold ~400Gbps of Unity Cable’s capacity in the form of both lease and IRUs.

In summary, there are 4 factors contribution to prospect of Timecom:

1. Management expects domestic data (driven mainly by its domestic Wholesale segment) to continue to grow steadily, as higher demand is expected from mobile operators with the introduction of LTE (Long Term Evolution) services. The rollout of LTE services opens up another revenue opportunity to TdC in the form of node fiberisation installation contracts. While management guided that it is non-recurring, we believe it is possible TdC may procure more of such contracts albeit possibly on a lumpy basis as the mobile operators continue to fiberize their backhaul for LTE services.

2. Unity cable. On its global bandwidth business, management expects sales to gain momentum. So far, management has sold slightly under half of the 800Gbps (Giga bits per second) capacity on the Unity cable. In comparison, as at end-March, about one-third of capacity was sold.

3. Asia Pacific Gateway (APG) cable. According to management, the APG cable is on track for completion by end-2014. This, we believe, is important for TdC to capture the high traffic growth on the intra-Asian submarine cable systems, which may rise roughly 40% annually over the next few years, according to TeleGeography.

4. Regional ambitions. Management has regional expansion initiatives planned, and hinted it may be done inorganically. With an undergeared balance sheet, we believe funding is not an issue. Management has identified Thailand, Indonesia and Philippines as countries with potential.

hng said...

Timecom breaking 4.80

Derick said...

Timecom Gooooooooooo!!!!

hng said...

Hope DIGI share can performing as well, the higher the DIGI share value, the higher the Timecom share dividend worth

ck5354 said...

Hng,

did u study on KianJOO bonus issue???

Thanks.

ck5354 said...

By nextrade:

Valuation

Kianjoo (closed at RM2.66 yesterday) is now trading at a PE of 10 times (based on last 4 quarters' EPS of 27.3 sen). At this multiple, Kianjoo is deemed fairly attractive.

Outstanding Corporate Exercise

Kianjoo has proposed a Bonus Issue of 1-for-2 and a Rights Issue of warrant on the basis of 1-for-4 shares held after the Bonus Issue at a price of only RM0.01 each. This corporate exercise attracted opposition from Canone, the present majority shareholder earlier went it was not a registered owner of the shares which it successfully bid in an auction. With the ownership of Kianjoo registered in its name, Canone- like all Minority shareholders- should welcome the proposed Bonus Issue.

Technical outlook

Kianjoo is in an uptrend line with support at RM2.20. Presently it is resting on the horizontal line at RM2.65. From here, Kianjoo may slowly rise again, especially when the date of entitlement of the Bonus Issue has been finalized.

alwayswin111 said...

Congrats all on TIMECOM... Laughing all the way to the Bank...

hng said...

ck5354

By Nextrade

Timecom broke above the horizontal line at RM4.70 earlier today. In the afternoon, it tested its long-term downtrend line at RM4.75-4.80- even hitting a high of RM4.85. It will be interesting to see whether Timecom can surpass the downtrend line - be it today or tomorrow. The indicators have turned upward and the chance of a successful breakout is good. Timecom's next resistance would be at the horizontal line at RM5.60 & then at RM7.00.


Conclusion

Based on potential bullish technical outlook, Timecom coudl be a good stock for trading BUY or for long-term investment.

hng said...

ck5354

Kian Joo still have many unsettle lawsuit between Canone and kianjoo director.

However, if either bonus, warrant or take over can materialize, it will be catalyst to share performance.

Will keep Kian Joo under my radar

hng said...

After Singapore government investment sell off parkson share, here is another major shareholder of Parkson, Kumpulan Wang Persaraan (Diperbadankan) also follow disposing Parkson share through open market.

Situation is worse now that parkson share buyback also lose momentum, render no support to share price :(

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