Wednesday, November 21, 2012

Sold My BJTOTO ^^



1. BJTOTO - Sold some of my BJTOTO at RM4.35. ^^

2. WCT-WB - What hng calculated is correct below :-

Discount/premium
= [(warrant price + exercise price)- underlying price] /underlying price

Current scenario
premium 0.9% = [(0.235 + 2.50)-2.71] /2.71

Ex-all scenario
Discount 10.5% = [ (0.235 + 1.85) - 2.33] / 2.33


AND what gark pointed out also make sense :-

And worse come to worse is the negative premium of 10% is not realized in WCT-WB, then have no choice but to subscribe and then sell the shares..

BOTH of above also make WCT-WB looks very attractive no matter from which ankle you look at it. Slowly people will realise and know the true value of WCT-WB. The only set back is, this guy have less time value but lucky that the set back is being make up by BI + W. This is a windfall gains in time to come. Good Luck all. ^^
 
3. FABER - Congratz to those still holding. ^^ CK, you still keeping this ?
 
4. Watch List - TENAGA, WCT-WB, BJTOTO, FABER
 
5. Good Luck. ^^

37 comments:

  1. Follow u buy Alaqar at 1.33, too good price to resist.

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  2. CK,

    No worry on Alaqar, will sure make money...
    You are right price too cheap to resist. ^^

    Making 2sen from it should be of no problem. Good luck.

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  3. those who buy jcy cry also no tears....

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  4. ck5354

    JCY profit margin slump to just 2%, all its call warrant suffer even worse..............

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  5. Can WTK rebound back to 1.00 !? Lets wait for its financial result

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  6. Used my trading limit to buy PJdev at 84sen and more YTL Power-WB at 37.5sen

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  7. YTL Power looks stagnant...but at current price it is trading at PE <10. Unusual for a KLCI component company...

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  8. Gark

    I believe YTL Power and WB can rebound soon. Current price are multiple year low level.....Not reflect at all its 1Bestarinet 5year contract that worth 1.5 billion secure last year, which should gradually recognized star from these year.

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  9. PJ development has restart share buyback and its due to declare its 5sen dividend today

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  10. YTL Power volume has spike in recently, hope these accumulation can be over soon, follow my strong mark up phases

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  11. WCT release Q3 result, within expectation. the entitlement date for Bonus and free warrant as well as adjusted exercise for both WB and WC should be announce very soon, likely within 5 trading day, which to determine final ex-all price and exercise price for new warrant

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  12. The only worry is that after WCT ex for bonus and free warrant, the share price could adjust more than its theoretical ex price. But if WCT after ex secure another mega contract, share price will likely rebound soon, which translate to 10x magnify in WB warrant price. Among the likely contract are privatised hospital in Sabah ,Petronas Refinery and Petrochemical Integrated Development (Rapid), Vale distribution centre, Putrajaya, Iskandar, Klang Valley MRT, Tun Razak Exchange (TRX), Southern double-tracking, West Coast Expressway, Penang Traffic Allevation, Permodalan Nasional Bhd, Oman, Qatar and UAE.

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  13. Today, portfolio also sold partial Ireka at 71.5sen, realize paper profit and free up margin line

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  14. Hng,

    Not waiting for the 5 cent divvy from Ireka? Ex at 4/12.

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  15. BTW Help CEO bought 11 mil shares in Aseana Plc

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  16. Gark


    I have to cut down Ireka core holding stake in portfolio to free up margin line and normalize portfolio position.

    I'll definitely buyback later if stock back to 65sen level ex-dividend

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  17. Most of the analysts still retain buy call on WCT, with target price range 3.10-3.70, implying at least 10% upside potential. However, only RHB still maintain its stand firmly sell call, with Target price 2.17 :(

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  18. For me it is better that WCT does move up or down, so after ex BI, BW, the price will still stay around theoretical price.

    Then WB holders will reap windfall. :)

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  19. Gark

    My year end BONUS all rely on WCT-WB ........hope to reap another Multi 5D gain :)

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  20. WCT share price movement limit by continue selling from EPF :(

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  21. But TH is more or less supporting the price... EPF & TH are movers in this counter as retail participation is very less due to high stock price.

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  22. Gark

    Strangely, all analyst never report the gap between WCT and WCT-WB after adjustment in exercise price from 2.50 to 1.85 !? What could be possible reason?

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  23. Also I generally check all forums and everyone's quiet on this? I also wondering...for analyst generally they will not touch on warrant issues even though the warrant is underpriced.

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  24. Gark

    I think its their mistake if no take into account warrant in determine target price. Noteworthy, WCT is one of the active stock that keep issue warrant either come with cost or free, analyst that cover WCT must take serous note on it

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  25. Hng

    Need to ask you some questione about WTK.I calculated this coming quater Log is decease,but FFB is increase as compared to previous quater ? Am i calculated wrong ? Correct me if i am wrong.Thanks

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  26. WCT is enlarging its share capital through active issue warrant to indirectly raise fresh capital. These capital is much needed to meet WCT ambition to expand properties investment portfolio, mall + hotel, which will ultimate list under WCT REITs

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  27. WTK

    July-Sept (Q3)
    log production= 130,830
    FFB = 2,428.33


    Apr-June (Q2)
    Log production = 119.415
    FFB = 1,410.54

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  28. Hng

    MY calculation as below;
    April;
    Log : 34,120m3
    FFB : 333.12

    May;
    Log : 39,238
    FFB : 417.28

    June : 52,062
    FFB : 420.46

    Total Log = 125,420
    Total FFB : 1171.24

    Q3
    July;
    Log : 28,115
    FFB : 572.80

    August;
    Log : 43,455
    FFB : 754.94

    September;
    LOg: 43,978
    FFB : 780.49

    Total Q3
    Log: 115,548
    FFB : 2108.23

    Can you double check am i calculated wrong ?Thanks

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  29. EPF kanasai keep on disposing YTLPOWER

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  30. Derick

    Please double check your figure.....Monthly production must match for corresponding month stated in the announcement, not the posting date

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  31. ck5354

    PJdev is expect to declare dividend of 5sen (6% yield) after secure approval in today EGM. PJdev also expect to announce Q1 result today.

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  32. kamsia hng, i still keep pjdev bought at 0.815

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  33. ck5354

    PJdev also aggressively buyback share, render further support to share price and upward trend seem promising

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