1. No trading today.
2. Received my money from Kencana-CF finally. Prepare to strike tomorrow. :)
3. hng, i am still keeping my C. :( No choice, since i am a keeper so, keep till the cow come home. :(
4. Dow Jone plunge 3% now. :( Vomit back yesterday's gain. :( Tomorrow should be good for shopping. :)
5. Guy stay out all CWs now, punt all mother share that drop a lot. :) Good Luck.
8 comments:
Bought Huayang at 1.32-1.35
Wah! already used up all margin line and trading limit. Portfolio now loaded all time high stocks..
Today only focus on 2 stocks: Huayang; bought at 1.32-1.37; Hapseng: 1.30-1.32
All regional market pare down loss, sign of more meaningful rebound ahead.
Portfolio 1:
Capital: 100% + ultramargin 150%
1. KSL 78.8% (RM 1.812 + warrant)
2. KSL-WR 18.9% (34.5sen)
3. KSL 81.4% (RM 1.582, ex-warrant)
4. Huayang 66.4% (RM 1.47)
Trading limit 100% (Must sell within T+3)
1 Huayang 100% (RM 1.356)
Portfolio 2:
Capital: 100% + ultramargin 150%
1. KSL 178.2% (RM 1.812 + warrant)
2. Kfima 71.1% (RM 1.562)
Trading limit 100% (Must sell witin T+3)
1. Huayang 100% (RM 1.342)
Portfolio 3:
Capital: 100% + ultramargin 150%
1. KSL 161% (1.943 + warrant)
2. Kfima 85.2% (RM 1.615)
Trading limit 100% (Must sell witin T+3)
1. Hapseng 54% (RM 1.318)
2. Huayang 46% (RM 1.37)
hng,
wow, so many level of portfolio.
:) DJ in positive zone, hope tomorrow will go green.
horse
Even today is no great bargain, but one of the targeted stock: Huayang still trade at great discount, prompt me to snapped up share as quick as i can keyin the order till hitting no more trading line is available, or else i will still keep buy up huayang to as high as RM1.40.
The main reason is Huayang share have adjusted more than 20% since the correction and yet Huayang earning visibility is bright for at least another 2 year judging from its locked in sales of 350m, which in turn ensure its EPS to be sustain and PE remain at <6x.
Short term catalyst is Huayang is expect to declare dividend of 7.5sen by next wk after AGM approval, which give rise to yield of 5.4%, this is follow by 1 for 3 bonus issue, expect to be announce by early Sept.
horse
Have you buy stock today, with all cash in hand, i believe you must enjoy current stock that up for sales :)
Btw, your favorite stock, Amfirst proposed right share 3:5, at discount no more than 20%. It is rare corporate action for REITs to rise capital through right issue, which many have opt via private placement. Pros or cons, its depend.
But through private placement, there is less impact on share price as investor that subscribe under private placement tend to hold stake longer compare to right issue whereby retail investor may opt to cash out once right share is issue at discount, what say you?
hng,
Your view is quite resonable in term of RI vs PP.
Nevertheless there is pro & con to it.
RI cause dilution set in, DY will be greatly affected as it is abt 60% increase in fund size.
The benefits is the fund will be used for acquiring i hope so, the management company should strike to increase it value by further increase it DY, so the only way out is via acquiring of more properties space by increasing the DY and NTA value for shareholder. Just hope that the fund raised is being used in the right manner not something else.
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