tag:blogger.com,1999:blog-96448416018959830.post6884247919321103662..comments2024-03-24T15:18:25.244+08:00Comments on I DID IT MY WAY: Scalp Trades Dated 1/12/2011horsehttp://www.blogger.com/profile/01702979662884471359noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-96448416018959830.post-36324454481771089622011-12-06T12:07:04.157+08:002011-12-06T12:07:04.157+08:00Sold PJdev at 78sen, realize paper profitSold PJdev at 78sen, realize paper profitAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-27190388620155362042011-12-05T16:45:48.784+08:002011-12-05T16:45:48.784+08:00Bought UOA development at 1.40Bought UOA development at 1.40Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-34355555956860981502011-12-05T10:40:11.058+08:002011-12-05T10:40:11.058+08:00Sold off all Boustead at 5.46-5.48, realize very h...Sold off all Boustead at 5.46-5.48, realize very handsome contra gainAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-19455428648644852612011-12-02T21:41:15.064+08:002011-12-02T21:41:15.064+08:00hng
Thanks for sharing such a great info.hng<br />Thanks for sharing such a great info.Derickhttps://www.blogger.com/profile/04664878047005191016noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-59226885379602199902011-12-02T18:36:21.225+08:002011-12-02T18:36:21.225+08:00I think the current selling pressure on Uchitech i...I think the current selling pressure on Uchitech is come from our EPF. <br /><br />Fundamentally, Uchitech although report lower earning due to slower demand from Europe and appreciation of RM against its US denominate business, but Uchi still able maintain net profit margin of above 40%. <br /><br />Uchi have dividend policy to payout at least 75% net profit. The payout could sometime reach as high as 85%. With limited capex and net cash position of about 39sen/share, Uchi should able ensure sustainability in dividend payout. <br /><br />Current Uchi trade at fair valuation of PE 9x and cum interim dividend of 5sen TE. In short, Uchi have very attractive dividend yield of 9% nett based on interim dividend of 5sen + expected final dividend of 5.5sen to be declared in Feb.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-49572347359889113522011-12-02T16:57:22.656+08:002011-12-02T16:57:22.656+08:00Bought maximum Uchitech at 1.15Bought maximum Uchitech at 1.15Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-51213057448670445792011-12-02T16:42:10.078+08:002011-12-02T16:42:10.078+08:00Bought Uchitech at 1.15Bought Uchitech at 1.15Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-38006470660787825532011-12-02T15:22:11.111+08:002011-12-02T15:22:11.111+08:00Sold some Boustead at 5.39, realize contra profit ...Sold some Boustead at 5.39, realize contra profit firstAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-47699236458651524152011-12-02T14:53:11.857+08:002011-12-02T14:53:11.857+08:00hng
Thanks a lot for taking the trouble to evaluat...hng<br />Thanks a lot for taking the trouble to evaluate for me. Much appreciated.alwayswin111https://www.blogger.com/profile/10260851030559041905noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-84869486817427988452011-12-02T14:36:05.058+08:002011-12-02T14:36:05.058+08:00alwayswin111
As market may pose some correction a...alwayswin111<br /><br />As market may pose some correction after strong runup, if UOA trade below RM 1.40, it will offer better buffer zone and higher chance to reap profit.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-34143805240342470952011-12-02T14:25:10.622+08:002011-12-02T14:25:10.622+08:00alwayswin111
UOA development movement largely ve...alwayswin111 <br /><br />UOA development movement largely very dependent on market sentiment. I'll rate UOA as good short them trading stock rather than long term holding stock. <br /><br />In turn of fundamental, UOA have strong balance sheet; net cash and trading at undemanding valuation as well as below IPO price. However, as pure property player and much of the property project concentrate on Bangsar South, UOA carry larger commercial/office/service apartment market risk as demand tend to be soften in slower economicAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-65626826651478096902011-12-02T12:07:18.674+08:002011-12-02T12:07:18.674+08:00Hng
what are your views on uoadev. is it worth hol...Hng<br />what are your views on uoadev. is it worth holding at this price?alwayswin111https://www.blogger.com/profile/10260851030559041905noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-82422143229695634882011-12-02T11:29:42.462+08:002011-12-02T11:29:42.462+08:00Hng
very informative. thanks for the sharing.Hng<br />very informative. thanks for the sharing.alwayswin111https://www.blogger.com/profile/10260851030559041905noreply@blogger.comtag:blogger.com,1999:blog-96448416018959830.post-8581495939367567852011-12-01T22:41:09.506+08:002011-12-01T22:41:09.506+08:00horse
Boustead perform just so-so compared to oth...horse<br /><br />Boustead perform just so-so compared to other GLC, particular those link to UMMO and ASB. Nevertheless, portfolio will retain boustead as major stock holding as it still trade cum 3th interim dividend of 12 sen TE. Downside risk is very limited. Portfolio also entitle to subscribe its 1 for 24, pharmaniaga share issue at 5.45, which will subsequently entitle for 1 for 10 bonus share before listing. Pharmaniaga share also is high yield dividend stock and defensive. <br /><br />Furthermore, unlike other GLC, boustead have very diversify business. Invest in boustead alone give rise to various sector exposure: Manufacture and trading (UAC and BH petrol) + Plantation (BsdREITs) + Finance (Affin) + Heavy industries (Naval shipyard) + Property (The Curve + Royale Hotel chain) + Healthcare (Pharmaniaga) <br /><br />For your information, boustead practice dividend payout quarterly (like Bjtoto) and have dividend policy to payout at least 70% of its net profit. Its 3th interim dividend will be ex- on 14 Dec, will follow by its final dividend in Feb, 1st interim in May and 2th interim in Sept. Total dividend is expected to be around 42-44sen, give rise to yield of 8% nettAnonymousnoreply@blogger.com