Sold some of my IOICORP at RM4.06 that was gotten at RM3.74 previously. Market is still on the uptrend momentum, likely it will stretch longer than expected.
41 comments:
Anonymous
said...
Sold partial AXREITS at 1.20 to capitlaize recent strong momentum (average cost at 1.12), still aim for higher return as AXREITS is due to declare income by end of this month.
Sime join other plant. stocks like IOI corp, Asiatic etc soar! Main catayst is rising Crude oil which spur CPO to rally and encouraging export figure. The proble will current treand sustaintable!? Perhaps Jan is prefer month for market to perform and recoup earlier loss, but beware of Feb which is month when most stock declare their 4th quarter result.
Market holding very well, manage to absorb earlier loss and swing back to positive territory. But difficult to bargain hunt stock now with no idea which direction will go!
Adpot caution view, and just like to wait and see what will happen next.
I have sold off my Sime before it trade above 5.50 Too soon to sell off. Will wait for it to come down again as its 4th quarter will be impacted by slump in CPO price. Expect avarge CPO of just RM1700-1800 compared to 3rd result of 2800-2900.
Will buy Bluechip on weakness and sell on strength. Nevertheless, we can't sell at the top prices of the stock. Stock tend to react excessively and overshoot bottom and/or top. With the few consecutive days of rally, most of the stock already overbought, wait for it correct.
I have no more bluechip in my portfolio. Currently only holding REITS: Hektar, Atrium, AxisREITS
agreed with that, will only buy on weakness, see how mkt fair tmr...hopefully it take a dip...i've liquidated what i can (those with profit) waiting for the right time again. U've position your portfolio very well, keeping all the defensive stock (REIT). tis type of mkt is good for hit n run.
Although market under correction, but very difficult to pick stock now. Perhaps should wait a bit longer before value emerge and ripe for bargain hunt. Nevertheless, Will still close watch my radar screen and search for oppurtunity.
Market correcting quite substantial, but still not enoungh. There is further room for adjustment and wait to see whether or not Bursa can hold 900pts. If not, may trigger another self-correcting.
LPI has just annouce 4th result. While result still better than last yr, it has abolish special dividend but retain final dividend of 55sen. Since LPI and PBank share similar major shareholder, It is very likely PBank will also just retain normal dividend of 40sen, but still eye to buy PBank on weakness before it official annouce 4th result by end of this month.
I don't think so, Pbbank Mkt cap , paid up capital and no of share already on par with other major bank like Commerce and Maybank. The important thing is there are lack of reserve/retain profit for another bonus issue. Cuurently most of profit (at least 75%) are opt to payout as dividend. Frank speaking, major shareholder alrdy too old and semi-retire, may wanna to enjoy steady income and have no intention to increase shareholding. In fact, BNM has issue guiedline, no individual are allow to hold more than 10% in bank industry. The main reason is banking should institutlise their shareholding and avoid personal manipulation and adpot good corporate practise. Although the guideline has several time postpone, but eventually it will be implemented.
No pts having too many share in open market which prone to volatility. In additon, PBank just last few yr consolidate its par value of 50sen to RM1.
Market rebound, TNB is main contributor, soar 25sen. I think fund manager/foreigner fund still adjust their portfolio and continue bearish rally and Jan effect.
Bought Zhulian at 92sen, likely to announce final dividend of 5sen TE by next wk or at least 60% net profit payout.
Sold some AXREITs at 1.20 to realize contra profit. Still upbeat on AXREITs, have already keep subtantially as core stock for dividend yield. Will definitely buyback on weakness.
Hektar has gradually and steady going up after many analyst overweight on REITs. Starbiz on last saturday also have publish prospect, risk and yield associated with investment in REITs. I think local fund manager starting to buy REITs as downside already limited and have atractive yield. Among REITs, Atrium, Hektar and AxisREITs have highest yield ranging from 12-14% and expect payout within 1-2 wk.
Bought back AxisREIts that sold in moring at 1.16, realizing intraday higher gain instead of T+1
Sluggish market, still waiting for fresh lead. No trade to avoid mistake decision.
Focus on my major holding (Atrium, AxisREITs, Hektar, Zhulian and minor holding (UOA REITs, Tower REITs, AmmangRaya REITs) performance. Expect positive return either from capital appreciation or/and income distribution.
I am waiting CI below 900, hopefully by then can trigger some buy idea, currently hard to trade, still patiently watching. Still think that PBBANK is a good catch when it below 8.7. Might want to buy more for it dividend.
If you want to buy PBank, tomorow should be last oppurtunity day, as it expect to announce result cum dividend payout on 19 (Monday). If result is good, and dividend exceed expectation, share price likely to breakthough RM9.
Market slump tracking huge losses on Wall street; European market and Asian Market, falling below 900pts. However, most bluechip still yet to trade at attractive price. Still waiting...
Still difficult to find bargain bluechip that provide upside bias. US market enter into earning season with JP Morgan and Citibank expect to annonuce their result on Thur and Friday respectively. Renew concern on larger than expected loss on financial industry continue to weight down market sentiment.
Locally, BNM meeting on 21 expect to cut interest rate further and local bank may again suffer squeeze in profit margin. Gov propose to cut electricity traffic and fear of another forex loss also sent TNB down
41 comments:
Sold partial AXREITS at 1.20 to capitlaize recent strong momentum (average cost at 1.12), still aim for higher return as AXREITS is due to declare income by end of this month.
Bought PBank-01 at 8.60.
Initially want to wait for market to correct, but strangely both PBank local and 01 were down in the midst of market rally!?
vol extremely high, likely to continue uptrend tomorrow.
Your favourite SIME has been up 30sen today.
wednesday mkt will likely pull back a bit, it's T+3.
Sime join other plant. stocks like IOI corp, Asiatic etc soar! Main catayst is rising Crude oil which spur CPO to rally and encouraging export figure. The proble will current treand sustaintable!? Perhaps Jan is prefer month for market to perform and recoup earlier loss, but beware of Feb which is month when most stock declare their 4th quarter result.
Market holding very well, manage to absorb earlier loss and swing back to positive territory. But difficult to bargain hunt stock now with no idea which direction will go!
Adpot caution view, and just like to wait and see what will happen next.
same here. just wait n see.
Wa lah a! last minute got TM at 3.02.
Market manage to close in positive territory. Expect market to correct very soon.
Market regain momentum, soar another 13pts. Fear of pullback prompted me to sell all PBank-01 at 8.75 for T+2 gain.
Sold off also yesterday TM at 3.08
zero trade, no time to monitor mkt. mkt seem holding well.
wow, hng, yr sime is 5.8 now...make $$$$$$
I have sold off my Sime before it trade above 5.50 Too soon to sell off. Will wait for it to come down again as its 4th quarter will be impacted by slump in CPO price. Expect avarge CPO of just RM1700-1800 compared to 3rd result of 2800-2900.
Will buy Bluechip on weakness and sell on strength. Nevertheless, we can't sell at the top prices of the stock. Stock tend to react excessively and overshoot bottom and/or top. With the few consecutive days of rally, most of the stock already overbought, wait for it correct.
I have no more bluechip in my portfolio. Currently only holding REITS: Hektar, Atrium, AxisREITS
agreed with that, will only buy on weakness, see how mkt fair tmr...hopefully it take a dip...i've liquidated what i can (those with profit) waiting for the right time again.
U've position your portfolio very well, keeping all the defensive stock (REIT). tis type of mkt is good for hit n run.
As expected, market dip on profit taking and down in crude oil to US42 likely to put cold water on CPO rally.
Although market under correction, but very difficult to pick stock now. Perhaps should wait a bit longer before value emerge and ripe for bargain hunt. Nevertheless, Will still close watch my radar screen and search for oppurtunity.
Price is not in my trading range as well. Will wait further.
Market correcting quite substantial, but still not enoungh. There is further room for adjustment and wait to see whether or not Bursa can hold 900pts. If not, may trigger another self-correcting.
LPI has just annouce 4th result. While result still better than last yr, it has abolish special dividend but retain final dividend of 55sen. Since LPI and PBank share similar major shareholder, It is very likely PBank will also just retain normal dividend of 40sen, but still eye to buy PBank on weakness before it official annouce 4th result by end of this month.
PBBANK has been holding very well eventhough mkt -20points. Even retain 40sen dividend also good enug.
Will there be any bonus issue this time round for PBBANK ??
I don't think so, Pbbank Mkt cap , paid up capital and no of share already on par with other major bank like Commerce and Maybank. The important thing is there are lack of reserve/retain profit for another bonus issue. Cuurently most of profit (at least 75%) are opt to payout as dividend. Frank speaking, major shareholder alrdy too old and semi-retire, may wanna to enjoy steady income and have no intention to increase shareholding. In fact, BNM has issue guiedline, no individual are allow to hold more than 10% in bank industry. The main reason is banking should institutlise their shareholding and avoid personal manipulation and adpot good corporate practise. Although the guideline has several time postpone, but eventually it will be implemented.
No pts having too many share in open market which prone to volatility. In additon, PBank just last few yr consolidate its par value of 50sen to RM1.
No trading today.
Current stock under my dividend theme list are PBbank, Zhulian, all REITs. Just wait for bargain time to pick those share.
PBBANK is holding very well...
Price is still not in my trading range, likely not trading today.
trading vol has shrunk so tremendously today.....
Market seem losing momentum. Bought AXREITs at 1.16
Apparently, foreigner still hold about 29% of PBB shares. This figure is relatively high even after the fall of the market.
Market rebound, TNB is main contributor, soar 25sen. I think fund manager/foreigner fund still adjust their portfolio and continue bearish rally and Jan effect.
Bought Zhulian at 92sen, likely to announce final dividend of 5sen TE by next wk or at least 60% net profit payout.
Sold some AXREITs at 1.20 to realize contra profit. Still upbeat on AXREITs, have already keep subtantially as core stock for dividend yield. Will definitely buyback on weakness.
hng, any comments on Hektar ? since u r holding many reit...
Pbb-01 is in RM9 region....
Hektar has gradually and steady going up after many analyst overweight on REITs. Starbiz on last saturday also have publish prospect, risk and yield associated with investment in REITs. I think local fund manager starting to buy REITs as downside already limited and have atractive yield. Among REITs, Atrium, Hektar and AxisREITs have highest yield ranging from 12-14% and expect payout within 1-2 wk.
Bought back AxisREIts that sold in moring at 1.16, realizing intraday higher gain instead of T+1
Bursa still under correction, waiting for bluechip to come down further.
Apparantly, market dominant by penny stock such as Tebrau, Equine, Timecome, MKland etc, showing rotation play by market maker.
Zero trading today!
too busy to monitor....zero trade for me as well.
Sluggish market, still waiting for fresh lead. No trade to avoid mistake decision.
Focus on my major holding (Atrium, AxisREITs, Hektar, Zhulian and minor holding (UOA REITs, Tower REITs, AmmangRaya REITs) performance. Expect positive return either from capital appreciation or/and income distribution.
I am waiting CI below 900, hopefully by then can trigger some buy idea, currently hard to trade, still patiently watching. Still think that PBBANK is a good catch when it below 8.7. Might want to buy more for it dividend.
Bought more Zhulian at 93sen. Expect final dividend of 5sen TE to be annonuce by this wk.
If you want to buy PBank, tomorow should be last oppurtunity day, as it expect to announce result cum dividend payout on 19 (Monday). If result is good, and dividend exceed expectation, share price likely to breakthough RM9.
Market slump tracking huge losses on Wall street; European market and Asian Market, falling below 900pts. However, most bluechip still yet to trade at attractive price. Still waiting...
Zhulian is holding well...
Place a buy order on Bursa...
Still difficult to find bargain bluechip that provide upside bias. US market enter into earning season with JP Morgan and Citibank expect to annonuce their result on Thur and Friday respectively. Renew concern on larger than expected loss on financial industry continue to weight down market sentiment.
Locally, BNM meeting on 21 expect to cut interest rate further and local bank may again suffer squeeze in profit margin. Gov propose to cut electricity traffic and fear of another forex loss also sent TNB down
Post a Comment