Finally, portfolio get rid of loss making Hapseng, and realize just small paper loss after take into account all accumulated scalp trade on Hapseng in last 2 week. Portfolio have further increase stake of Msniaga at 2.21-2.23 and Uchitech at 1.40.
Msniaga just declare higher dividend, 20sen dividend meet my expectation that Msniaga increase dividend in tandem with improved earning giving rise to yield of 8.9% :)
Homeritz near term prospect still cloudy mainly due to slower demand from Europe and US market and continue weakness in US currency. Homeritz miss another interim payout for Q2. Its full yr earning could adjust further downward to 4sen, giving rise to fair PE of 10x and yield of 4% based on 40% payout.
11 comments:
Sold off Hapseng at 5.84-5.86
With to divest off Hapseng, portfolio manage to almost breakeven Hapseng and free up more margin line.
Increase further stake of Msniaga, bought at 2.21-2.22
increase further stake of Uchitech, bought at 1.40
Finally, portfolio get rid of loss making Hapseng, and realize just small paper loss after take into account all accumulated scalp trade on Hapseng in last 2 week. Portfolio have further increase stake of Msniaga at 2.21-2.23 and Uchitech at 1.40.
Portfolio 1:
1. P.I.E: 86% (cost: 4.01)
2. Msniaga: 50% (cost: 2.00)
3. Msniaga: 22.3% (cost 2.22)
3. Uchitech 20% (cost 1.395)
Portfolio 2:
1. P.I.E: 91% (cost: 4.03)
2. Msniaga: 31%(cost: 2.00)
3. Uchitech 10% (cost 1.40)
Msniaga just declare higher dividend, 20sen dividend meet my expectation that Msniaga increase dividend in tandem with improved earning giving rise to yield of 8.9% :)
congrat hng ! getting rid of hapseng unscratch.
no trading for me today. :(
Homeritz drop a lot. Plan to buy?
Dav C
Homeritz near term prospect still cloudy mainly due to slower demand from Europe and US market and continue weakness in US currency. Homeritz miss another interim payout for Q2. Its full yr earning could adjust further downward to 4sen, giving rise to fair PE of 10x and yield of 4% based on 40% payout.
Increase further stake of Msniaga, bought Msniaga at 2.20-2.22 to enjoy dividend yield of moire than 9%
Portfolio 1:
1. P.I.E: 86% (cost: 4.01)
2. Msniaga: 50% (cost: 2.00)
3. Msniaga: 50% (cost 2.22)
3. Uchitech 20% (cost 1.395)
Portfolio 2:
1. P.I.E: 91% (cost: 4.03)
2. Msniaga: 31%(cost: 2.00)
3. Msniaga 30% (cost 2.21)
3. Uchitech 10% (cost 1.40)
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