YTL share continue momentum, keep breaking all year high level ahead of share dividend. Lets hope it will spill over to its subsidiary, YTL Power and its WB
OSK disposed OSK investment, realize one off gain of 90sen/share based on unrealized stake on RHB, increasing its NTA from 1.66 to 2.56. If OSK find buyer for its entire RHB stake, it will be in net cash from all the proceed about RM 2.10/share, if OSK opt for delist, it will further realize its landbank and property investment , total of 46sen/share
OSK has one prime vacant plot next to its current OSK Tower, which is ready for development into office Tower. In addition, OSK hold quite a number of shoplot, office block in various location; Ipoh, KL, Penang etc, carry in book value at approximately 270m
OSK property used to be OSK property arm, but already distribute all its stake to its shareholder, currently control buy its MD.
Today, bought Kfima and Bjtoto as both always under my radar screen. Kfima have good set of Q4 result, its full year EPS more than 30sen, implied PE of 6x and have proposed dividend of 8sen, while Bjtoto steady dividend payout cum special dividend should cushion downside risk. Its good to have some stable counter and added diversification in portfolio.
I also don't track Pos, but due to its business model of monopoly and as subsidiary of DRB, its plan to have Islamic banking facilities via Bank Mumalat across its retail chain should further wider its appeal to general public.
Hng
ReplyDeleteOSK is now 136-137.Any plan to enter now?
Bought some OSK at 1.37
ReplyDeleteTeng
ReplyDeleteSince OSK can't hold 1.40 level, it may continue trade downward. Wait for price to stabilize first. But downside risk already very minimum
Hng
ReplyDeleteYes I agree with you... I am looking at 1.33... 1.24 for turning signals
Solo doff YTL Power at 1.63, that entitle to 0.975sen dividend, realize slim contra gain
ReplyDeleteSold some Muiporp at 14.5sen, realize paper gain
ReplyDeletebought more Chuan at 41.5sen
Back from late lunch,and queue to sell OSK at 1.37.Nearly match. Closed at 1.35. Too bad
ReplyDeleteTeng
ReplyDeleteI think the lowest OSK can go is 1.25, but it may again hold the support level at 1.30-1.35
Teng
ReplyDeleteI think the lowest OSK can go is 1.25, but it may again hold the support level at 1.30-1.35
Bought Gas Malaysia at 2.41
ReplyDeleteSold back all Gas Malaysia at 2.43, realize quick intraday gain
ReplyDeleteYTL share continue momentum, keep breaking all year high level ahead of share dividend. Lets hope it will spill over to its subsidiary, YTL Power and its WB
ReplyDeleteHng
ReplyDeleteyaya.Still hold quite substantial YTLPower-WB.
Bought Kfima at 1.81-1.82
ReplyDeleteHng
ReplyDeleteSold OSK at 1.37. Just ngam ngam cover brokerage fee. Maybe make 10bucks.not enough for Starbuck
sorry,sold 1.38
ReplyDeleteBought BJtoto at 4.22
ReplyDeleteIf OSK can stand back again 1.40 level, futher consolidation can be expected
ReplyDeleteHng
ReplyDeleteIf OSK can find buyer for its RHB share from sales of investment bank,how much cash per share for OSK?
Sold off all Bolton at 78.5sen, realize paper gain
ReplyDeleteTeng
ReplyDeleteOSK disposed OSK investment, realize one off gain of 90sen/share based on unrealized stake on RHB, increasing its NTA from 1.66 to 2.56. If OSK find buyer for its entire RHB stake, it will be in net cash from all the proceed about RM 2.10/share, if OSK opt for delist, it will further realize its landbank and property investment , total of 46sen/share
Hng
ReplyDeleteI can't go to OSKProperty website now
I remember OSKProperty is sister company ( not subsidiary or associate) of OSK Holding.
If so,you mean OSK has its own landbanks as well?
Teng
ReplyDeleteOSK has one prime vacant plot next to its current OSK Tower, which is ready for development into office Tower. In addition, OSK hold quite a number of shoplot, office block in various location; Ipoh, KL, Penang etc, carry in book value at approximately 270m
OSK property used to be OSK property arm, but already distribute all its stake to its shareholder, currently control buy its MD.
hi hng & Teng,
ReplyDeleteSeem you guy buying a lot today.!
I have not been trading for 2 days already since last Friday. :(
Will start doing some tomorrow hopefully.
YTL breach above RM2 level.
ReplyDeleteYTLPower still hovering at 1.62 - 1.64 level. :(
BJTOTO seems yummy, will monitor closely tomorrow.
hng, anything on Kfima ? Have been missing this counter for long long time already.
Dow Jones future steaming...
ReplyDeleteTomorrow hopefully will set higher on our local front.
horse
ReplyDeleteToday, bought Kfima and Bjtoto as both always under my radar screen. Kfima have good set of Q4 result, its full year EPS more than 30sen, implied PE of 6x and have proposed dividend of 8sen, while Bjtoto steady dividend payout cum special dividend should cushion downside risk. Its good to have some stable counter and added diversification in portfolio.
Horse
ReplyDeleteI sold OSK today,but not buying any
hi horse/hng/teng,
ReplyDeleteanyone looking at pos?
haven't announced dividend for 2011 yet, think gonna announced next couple weeks. good time to buy? thanks
This comment has been removed by the author.
ReplyDeletetcg82
ReplyDeleteSorry,I don't track Pos for long time
Increase further stake in Tambun, bought Tambun at 52sen. Tambun held AGM on these Friday and 3.8sen dividend should be approved, yield at 7.3% nett
ReplyDeleteBought more Chuan at 42sen
ReplyDeleteSold Muiprop at 14.5sen, realize paper gain
ReplyDeletetcg82
ReplyDeleteI also don't track Pos, but due to its business model of monopoly and as subsidiary of DRB, its plan to have Islamic banking facilities via Bank Mumalat across its retail chain should further wider its appeal to general public.