tag:blogger.com,1999:blog-96448416018959830.post2153303626243608497..comments2024-03-24T15:18:25.244+08:00Comments on I DID IT MY WAY: Genneva Gold ! You Ask For it !!!horsehttp://www.blogger.com/profile/01702979662884471359noreply@blogger.comBlogger31125tag:blogger.com,1999:blog-96448416018959830.post-16779342173933120892012-10-03T18:09:09.897+08:002012-10-03T18:09:09.897+08:00Hng
Engineering is where Hapseng may not has any ...Hng<br /><br />Engineering is where Hapseng may not has any presence.But Sime is about to exit ( or already exit) this business<br /><br />I still keep Sime I bought in 2008( or 2009 but definately before Apr 2009) at RM6.10. I remember received dividend of 44cents. based on current price,its DY is not attractive anymoreTenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-79637107822314501662012-10-03T17:13:55.895+08:002012-10-03T17:13:55.895+08:00Teng
Agreed, both Hapseng and Sime have very dive...Teng<br /><br />Agreed, both Hapseng and Sime have very diversified earning base. In turn of valuation, Hapseng is trade at PE 10x, dividend yield: 5% vs, Sime PE at 13.5x, yield at 3.8%Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-67994483331824847022012-10-03T16:42:33.102+08:002012-10-03T16:42:33.102+08:00Hng
Like yr description on Hapseng. I can't t...Hng<br /><br />Like yr description on Hapseng. I can't think of any business that SIme involved but Hapseng is not inTenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-77856778690229634082012-10-03T16:38:21.690+08:002012-10-03T16:38:21.690+08:00our CI so fast recoverour CI so fast recoverck5354https://www.blogger.com/profile/06640720179925779257noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-30984568767542407712012-10-03T16:32:10.162+08:002012-10-03T16:32:10.162+08:00Bought 'mini sime', Hapseng at 1.63Bought 'mini sime', Hapseng at 1.63Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-73026450157196967202012-10-03T16:23:27.761+08:002012-10-03T16:23:27.761+08:00Hng
I cancel YTLPower WR queue at 25 before I out...Hng<br /><br />I cancel YTLPower WR queue at 25 before I out for lunch at 11.30. Now I queue again.Hope to swatch WB at 47 to WR at 25Tenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-79657679366264070692012-10-03T15:28:41.824+08:002012-10-03T15:28:41.824+08:00Teng
I share similar view on Sime, its a bargain ...Teng<br /><br />I share similar view on Sime, its a bargain timeAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-27511513815785891062012-10-03T15:27:02.902+08:002012-10-03T15:27:02.902+08:00Bought more YTL Power-WR at 25senBought more YTL Power-WR at 25senAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-33535958029726833692012-10-03T15:24:28.963+08:002012-10-03T15:24:28.963+08:00Hng
If today sell down on sime surely due to cpo,...Hng<br /><br />If today sell down on sime surely due to cpo,I think is overdone. SIme is not pure plantation stock. MOtor,property and industrial are other major revenuesTenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-61127566412581941362012-10-03T15:18:42.976+08:002012-10-03T15:18:42.976+08:00Matched second batch kassets at 2.68.
Free up som...Matched second batch kassets at 2.68. <br />Free up some capital after tied in for some time already. Anonymoushttps://www.blogger.com/profile/00861880722941229709noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-3090564621016869862012-10-03T14:41:36.157+08:002012-10-03T14:41:36.157+08:00Just sold off Sime at 9.35, realize intraday gain ...Just sold off Sime at 9.35, realize intraday gain firstAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-55155235794114785722012-10-03T13:58:13.581+08:002012-10-03T13:58:13.581+08:00Brought today Sime at 9.25, average down the last ...Brought today Sime at 9.25, average down the last time purchase of 9.65...ericng7424https://www.blogger.com/profile/01288710480352556217noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-28659843125103100482012-10-03T12:35:08.385+08:002012-10-03T12:35:08.385+08:00Bought Sime at 9.26Bought Sime at 9.26Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-82668609388438416092012-10-03T11:43:00.897+08:002012-10-03T11:43:00.897+08:00YTL Power: 1.65
YTL Power WB: 47.5sen
YTL Power WR...YTL Power: 1.65<br />YTL Power WB: 47.5sen<br />YTL Power WR: 25.5sen<br />Subscription price: 20sen<br />Discount: 4.2%<br />Margin: 7.8%Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-22125545745275058692012-10-03T11:32:29.822+08:002012-10-03T11:32:29.822+08:00Only now market reflect the impact of slump down o...Only now market reflect the impact of slump down on CPO back on plantation stocks performance. These ensure market efficient Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-77195822585151375702012-10-03T11:30:25.377+08:002012-10-03T11:30:25.377+08:00Tay SK
Thanks for clarification. Tay SK<br /><br />Thanks for clarification. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-78157573004775625592012-10-03T11:29:59.592+08:002012-10-03T11:29:59.592+08:00Teng
YTL Power is now small local player compared...Teng<br /><br />YTL Power is now small local player compared to 3 giant: 1MBD, TNB and Malakroff. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-49088095653483258482012-10-03T11:29:01.090+08:002012-10-03T11:29:01.090+08:00Teng
I believe YTL power may have no other option...Teng<br /><br />I believe YTL power may have no other option, if keep as it, the depreciation charge of its power plant is going to be huge as timeline approaching. YTL Power may better cash out to IMBD and realize cash to redeploy to overseaAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-75687939245531444892012-10-03T10:38:47.547+08:002012-10-03T10:38:47.547+08:00Hi guys. Hng teng Horse good to see u all keep on...Hi guys. Hng teng Horse good to see u all keep on profit. I jus sold first batch of Kassets at 2.63. <br /><br />The reason it keep goin up is I believe the fair value of Kassets afer ex date is rm2.75. This is based on the ipo price was rm1.25 therefore give rise to extra cash proceed of 0.25x670M shares = Rm167.5M. This translate to extra rm320 or total rm2430+320 =rm2750 total for capital repaymt and special dividen. (jus sharing my thoughts)Anonymoushttps://www.blogger.com/profile/00861880722941229709noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-26057841492591987142012-10-03T10:37:39.914+08:002012-10-03T10:37:39.914+08:00Hng
YTLPower may not want to sell its power busin...Hng<br /><br />YTLPower may not want to sell its power business in Msia unless price is attractive. Tenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-90599406638241679512012-10-03T10:22:22.256+08:002012-10-03T10:22:22.256+08:00Sinchew report, IMBD could extend offer to acquire...Sinchew report, IMBD could extend offer to acquire remaining 1 st generation power plant, YTL Power will be next target and consolidate power player limit to 3 parties: 1MBD, Malakoff and TNBAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-26020272886482898412012-10-03T10:15:08.854+08:002012-10-03T10:15:08.854+08:00Bought YTL-WR at 25.5senBought YTL-WR at 25.5senAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-60464328010927085342012-10-03T09:26:22.145+08:002012-10-03T09:26:22.145+08:00hc
Good question, Kassest only will capital repay...hc<br /><br />Good question, Kassest only will capital repay total of 2.45 next year and delist, but market attach premium of 10% on it !? Similarly, Pacimas which is currently under final delisting process and repay maximum another 6sen, but market give huge premium on it as much as 28sen value !?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-16342775343101153872012-10-03T09:25:48.238+08:002012-10-03T09:25:48.238+08:00Hng
Only Sime selling pressure is huge in the mor...Hng<br /><br />Only Sime selling pressure is huge in the morning.Others plantation is either flat or down slightly<br /><br />Don;t understand why people buy YTLPower-WR at 26-26.5 level. Might as well just buy WBTenghttps://www.blogger.com/profile/04433725663734652393noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-29604670624488845152012-10-03T09:23:42.535+08:002012-10-03T09:23:42.535+08:00YTL-WR no much discount nowYTL-WR no much discount nowAnonymousnoreply@blogger.com