1. Wow, a strong start for year 2011. KLCI garnered 14+ points and make a record high in the history of Malaysia market.
2. Today, I did a quick intraday trade on Gamuda-CK, bought them at 0.415 and sold them off at 0.425. :) What a day !! The stock market seem like very bullish in the starting day of year 2011. Gamuda seem to have gain momentum, further upside is still possible. Worth taking a look tomorrow.
3. A lot of stocks under my radar list. Most of them already named by hng in previous post. There are Homeritz, Rcecap, Deleum and another favourite of mine Pantech. All these may require to keep for mid term to long term for at least 6 months minimum. :) Other than what listed, Golden Agri (S) still worth considering even at S$0.80. :)
4. Honda Insight (picture above) a hybrid car that cost RM98K. Worth considering. :) I might consider buying it. :)
18 comments:
horse, actually I also have my mind cross to recommend you Honda Insight instead of previous Honda Civic hybrid since its is within you budget and is all new in the market. The good thing is that these Honda Insight come just on time, go and grab it and share your driving experience :)
About Pantech, i would suggest you to pick Pantech-LA. It is high leverage, and conversion is fixed at 6 for 1. Furthermore, Pantech-LA also pay interest rate at 7%, payable quarterly and is tax- free.
hng ,
deleum is at 1.6 now.slowly gapping up.i think traders already noticed ths ctr n at ths PE around 7,it considered a good undervalue stock.
horse,
ur quill cap is going up again n the qtr announcement is coming soon n the div will be ard 4.25 ..angpow money is coming
guys,
take a look at bursa or bursa CP. ths guy is riding up slowly as lot of potential growth stories. their revenues from equity n derivatives trading have increased n it will show in the 4th of february announcement.
bros,
the volume is slowly picking up n it's ard 0.2 million b4 noon. the ctr has 100 million shares n the free float is at 18percent. if the market makers will determine the price, ths will be coming from the insiders. good news r coming soon.
Lofan
I've already sold off all my holding on Deleum at 1.60-1.62, realize handsome contra gain first :)
hng,
it's good to be a realist like u.congrats to u. Anyway i will hold them a while.every ctr will hve 4 stages n ths ctr is still in stage 1 which is undervalue.
i'd taken profit on bonia(realised gain 80%),cheetah(realised gain 20%),pintaras(31% gain),btoto(1.9%gain)
cck(still in stage1),carlsberg(potential 0.30 div n fantastic synergy stories),telekom(potential 0.25 special div),quill(potential 0.0425 div),ncb(potential 0.25 div) n media prima
Wah! Lofan, you're as good as horse in buy and hold strategy. Well done, wait for paper gain and realize it once hit you target.
By the way, what is stage 1,2 3, 4?
I'm in the midst to accumulate more MAEMODE, to repeat what i've done on PJDev :)
With today purchase of Maemode at 57.5-58.5sen, portfolio have completed enough stake of Maemode
The main reason to accumulate Maemode mainly to repeat my previous buy-hold success on PJdev, in which both are given out warrant (PJdev: 3 for 8 and Maemode: 3 for 9)
Maemode proposed 1 for 3 warrant, each at 2sen for 10yr validity and exercise price is at its par value RM1.00. Based on recent approval from Bank Negara, Maemode still need to wait for Bursa securities and hold EGM to seek shareholder approval. I'm expecting for now till the whole process complete, it will take another 2 month.
Below are my 'mimic scheduled' for Maemode warrant issue completion:
29-12-2010: Bank Negara approval
14-1-2011: Bursa securities approval
21-1-2011: Notice of EGM
7-2-2011: EGM grant approval
21-2-2011: Declare entitlement date
Other catalyst that i can think of are MAEMODE current trading at 58.5sen is 0.3x price/NTA; PE<9x and currently trade cum dividend of 1sen. However, although Maemode is asset-rich but it have rather poor cash flow and have high gearing.
Nevertheless, with recent secure project from Indo and sub-contract from LCCT, MAEMODE earning could regain momentum and resume its EPS above 10sen in 2011. Maemode have historical trading at PE range from 6x to 12x. Its website also quite informative at www.ae.com.my, which help me to better understand its business model
Just to further furnish the business model of Maemode:
Quote from K&N Kenanga
Whilst most are focused on the Oil and Gas sector due to the unchecked rising demand for energy, the impact on alternative sources of energy have been somewhat ignored. In this respect we should look at coal and the industries needed to support it. Maemode is in an enviable position w.r.t the coal industry in Indonesia as the growth in demand for conveyor belt systems for the handling of coal at mines and ports is growing at a tremendous pace. Their growing presence in countries like China and Vietnam as well augurs well due to the growth in these countries as well.
Remark: Maemode just secure RM 105m for the design, construction and the remedying of defects of the Kariangau 2 x 15 MW Coal Fired Steam Power Plant, East Kalimantan, Indonesia
hi guy,
wow, very informative infor provided by hng on Maemode. Thank you. will consider. :)
today, i did a quick trade on MUIIND, in 0.225 out 0.23. also bot Gamuda-ck at 0.435 and out 0.44. :)
not bad not bad. but please don't follow my step, this is not my preference of investment. just feel sore mkt up so.....high and fast. and u can easily make contra gain in second with finger tip. :) just trade for fun. hahaha
hng, in fact i m v tempting of Honda Insight, will pay a visit at the showroom. :-)
still keeping your C ?? 4.90 now. hahaha
lofan, congrat !!!
though mkt rally so high, still there are undervalue stock to invest but i'm hesistating now. Might take a rest and keeping tight with my current holding will do.
horse
Already sold off last night at 4.90, experience tell me if we set selling target in theory, just lets some discount example 2 to 5%% from target in execution.
hng,
the 4 stages r 1)undervalue 2)rising trend 3)overvalue 4)downtrend n by applying ppl's psychology in each stages,the price will react differently. u have a great n sharp mindset to win in every trade.
btw, thks for the maemode info.
Today, bought more RCE capital at 55.5-56sen
Sold some Uchitech at 1.33, break even in paper, but gain from its dividend of 5sen TE :)
Sold off all RCE capital at 57sen, realize intraday and contra handsome gain. Portfolio have also sold more Uchitech at 1.34, free up more margin line
congrat hng !!
what a real bull !!
today bought gamuda-ck at 0.46 and sold at 0.475. :) intraday gain in just an hour. :)
guy, spot on contra gain now, we can hardly find such a bull run, just like back in 1993, do it till bull subside. vol+momentum is there but don't follow my step, as my pick is spot on with any counters that move could be dangerous+deadly. choose a good warrant for trade if possible. those day u can't find a single stock < RM1. not sure it is coming back like last time.
Of course still stick on your holding tight, this trade won't last long, just seige the opportunity now and earn some quick money. just can't seem to see the bull go on like that. at least get some cake out of it. :)
Good luck mate !!
horse
You're real opportunists in these bull run-up. I see you have 100% gain in scalp trading on those warrant, keep on and enjoy your success trade, from small gain for free lunch to gain enough for luxurious dinner in 5 star hotel :)
Post a Comment