1. SPSETIA-WB - Wow !!! This one really ROCK !!! In stock market the impossible become possible. Congratz to those that holding this guy. Congratz to hng !!!! Reap the most. ^^ Happy for you. Well done mate. Keep it up. :)
2. WCT-WB - As long as the mother is steady. ^^ Trading with -ve premium at -6%, not to worry much. ^^ Water will find it level. ^^ Still holding my last batch that bought at 0.235.^^
3. UOAREIT - Sold all at 1.34. ^^ 1sen profit. Thanks to Teng.
4. IGBREIT - Sold at 1.33. Look solid today. Hope it can inch higher. ^^ 1sen profit as well.
5. TENAGA - I thought i am gonna cut loss on this. ^^ Sold at 6.97 with small profit. ^^
6. UCHITECH - Just declare 5sen dividend ex on 27/12/2012. > 1.20 Should be anytime soon. ^^
7. Watch List - SPSETIA-WB, WCT-WB, UOAREIT, UCHITECH, TENAGA, HAPSENG
8. HAPSENG-CE - Teng, this one is in the money. You should make profit through setttlement i think. COngratz ^^
9. 5D or 6D profits is never come easy friend. Emotion, patient, mentality and most importantly a reasonable capital you must have to reap this. ^^ Good luck all, if you wish to achieve this, when the leader said GO, we must reply with strong and profound LET's GO. Of course don't follow the dumb leader, make sure you are following the good one. All the best.
10. Good Luck and may the best price be yours always. My motto " Laughing All The Way To The Bank ".....^^
128 comments:
Horse
UOAReit-Still hold mine bought at 1.33 as well. I also still keeping earlier purchase at 1.32-1.34( received 5 sens dividend)
HapSeng-CE- If tomorrow and friday average is 1.66,settlement is slightly above 3 sens. Making 0.5 sens seems small,but it 25 % in 2-3 weeks
实达明年销售目標55亿
（吉隆坡12日讯）在巴特西发电站以及各项国內產业计划的带动下，实达集团（SPSETIA，8664，主板產业股）今日宣布把2013財政年的销售目標设为55亿令吉。
实达集团总裁兼首席执行员丹斯里刘启盛指出，该集团在2012財政年（截至10月31日止）的销售目標--40亿令吉已经达標。「我们在2012財政年的销量高达42亿3000万令吉，其中7亿令吉源自於海外业务。」
与2011財政年的销量（32亿9000万令吉）比较，实达集团在2012財政年的销量取得了29%的成长，同时也是该集团连续第五年的年度销量成长，更是首次衝破40亿令吉的大关。
展望2013財政年，刘启盛把实达集团的销售目標设在55亿令吉，並估计至少有35亿令吉是源自於国內业务。「从来没一家大马產业公司设下如此高的销售目標，但我们要作先锋。」
刘启盛声言，实达集团当初把2012財政年的销售目標设在40亿令吉的时候，许多分析员都对此感到怀疑，但该集团最终还是成功达標。因此，针对实达集团可否继续在2013財政年达標，刘启盛笑说，他將留给大家自作判断。「我不是在夸耀，但实达集团確实拥有一个非常认真和详细的销售计划。」
刘启盛是在今天公布实达集团2012財政年的全年业绩后，向记者如此表示。陪同出席者还包括实达集团独立非执行主席敦查基阿兹米、副总裁兼首席营运员拿督潘丁友以及执行副总裁兼首席財务员拿督张良成。
实达集团2012財政年净利成长20%，至3亿9382万令吉；营业额则增涨13%，至25亿2660万令吉。此外，该集团税前盈利上扬32%，至5亿6751万令吉。因此，其毛利赚幅也从28%，改善至34%。
末季业绩方面，实达集团净利按年暴涨54%，至1亿2703万令吉；营业额则按年成长21%，至7亿6362万令吉。配合业绩公佈，实达集团也建议派发每股9仙的终期股息，將全年每股股息推高至14仙。
另一方面，包括800个公寓单位在內的巴特西產业发展计划首个阶段，將在明年推出，估计毛发展总值（GDV）达8亿英镑（约40亿令吉），实达集团將根据股权比重从中获得40%的销量。
考虑到英国和澳洲等西方国家是採用「竣工后才一次过把净利进账」的会计方式，巴特西和部份海外业务料在2017年开始作出显著贡献。届时，海外业务对实达集团的净利比重將达50%。但刘启盛提醒，论產业销量，海外业务从2013財政年起便可取得50%贡献比重，因巴特西等海外產业將率先推出市场。
针对实达集团已从摩根史丹利大马指数（MSCI Malaysia Index）中除名，刘启盛对此表示关注。「这確实叫人非常沮丧，因为我们努力了超过十年才获得以上认同。」他解释，实达集团脱离指数，主要是因为国民投资机构（PNB）的全购行动已导致该集团的大眾持股率降低，而不再符合摩根史丹利所设定的標准。
截至11月30日，实达集团的大眾持股率只达20.8%。大马交易所已经批准该集团的申请，將大眾持股率的符合期限延长六个月，至2013年6月18日。实达集团將透过私下配售活动发行15%的新股，以便符合大眾持股率的最低要求，料在2013年首季完成。
实达集团今日股价报3.15令吉，全天上涨12仙，涨幅达4%。该股一度做到3.17令吉，闭市时是全场第9大上升股，同时共有827万2100股易手。另外，实达集团的凭单--实达集团-WB（SPSETIAWB）今天上扬14.5仙，或193%，至0.22令吉，是全场第7大上升股。该凭单成交量多达4298万零700股，是全场最大热门股。
nice sharing....
nice sharing....
S P Setia sets RM5.5bil 2013 sales target
KUALA LUMPUR: Fresh from achieving a record-breaking sales of RM4.23bil for its financial year ended Oct 31, 2012, S P Setia Bhd president and chief executive officer Tan Sri Liew Kee Sin is setting another ambitious target for 2013 RM5.5bil in total sales.
“Never bet against S P Setia. We plan everything very carefully. We have gone through a thorough process of understanding the markets that we are in. We are very confident that Team Setia will be able to do it, and next year will be another record year,” Liew said during the press conference to announce S P Setia's 2012 financial results.
Out of the RM5.5bil target, about RM3.5bil will come from Malaysia, with the remainder from its overseas market, namely United Kingdom and Australia. The contributing Malaysian projects will be KL Eco City, Setia Alam and those in Johor Baru.
While topline will increase with sales contribution from S P Setia's projects in London and Australia, the profit from these countries will only be recognised upon completion of the projects in 2016 and 2017.
Hence for those years, Liew is expecting a quantum leap in bottomline.
Both SP Setia's shares and warrants dominated the gainers list yesterday, with the warrants also being on the volumes list. S P Setia closed the day up 12 sen to RM3.15 on volume of 8.27 million shares while the warrants were up 14.5 sen to 22 sen on volume of 42.98 million shares.
S P Setia further created another record when its Sky 88 condominiums were transacted at RM1,000 per sq ft, which is a record price in Johor Baru. All 322 units of the international lots have been taken up.
S P Setia will also be undertaking the international launch of its Central London Battersea Power Station from Jan 10 onwards, starting in the United Kingdom, followed by Malaysia, Singapore, Hong Kong and the Middle East.
President & CEO Tan Sri Dato Seri Liew Kee Sin after the Press Conference on S P Setia Berhad Full-Year Financial Results yesterday. S.S.KANESAN/THE STAR President & CEO Tan Sri Dato Seri Liew Kee Sin after the Press Conference on S P Setia Berhad Full-Year Financial Results yesterday. S.S.KANESAN/THE STAR
For phase 1, there are 800 units with the gross development value of RM4bil up for grabs, out of which 400 are allocated for Malaysians. S P Setia is targeting to sell all 800 units in six months.
“We want to create an international community, and an international centre. We cannot do that if we were to sell everything to the Malaysians. It is through an international community that we create value appreciation for our buyers,” said Liew.
S P Setia together with Sime Darby Bhd and the Employees Provident Fund are jointly developing the 39.1-acre freehold Battersea power station site in London with a projected gross development value of £8bil (RM39.4bil) comprising a mix of residential and commercial properties.
Last week, British Finance Minister George Osborne approved a £1bil (RM4.89bil) loan to support the Malaysian-backed London's Battersea Power Station to help fund an extension of London's Underground train line to the Nine Elms area on the south bank of the River Thames.
Liew said that this was a major boost for the Battersea project.
On the corporate front, S P Setia's share price has been on a downtrend for the most part of this year. This has also been contributed by its removal from the MSCI Malaysia Index in end-November. Year to date, the share price is down some 18% to RM3.15.
Liew said he was heartsick' about S P Setia's removal, but there was nothing much SP Setia could do, as its shares needed to have a 25% public trading spread to qualify staying in the index.
“On the corporate level, we are doing a placement now to increase this spread. We will address this issue step by step.
The placement is also to reduce our gearing level which is currently at 0.96 times (x). With the placement, we are looking to reduce it to 0.5x,” said Liew.
The company has proposed to issue up to 15% of its paid-up capital as new shares or a maximum 322.7 million shares to raise up more than RM1bil.
For the fourth quarter to Oct 31, 2012, revenue was up 20.57% to RM763.62mil while net profit increased by 54% to RM127.03mil. For the full financial year, SP Setia achieved an increase in revenue to RM2.53bil from RM2.23bil while net profit rose to RM393.82mil from RM327.97mil.
SP Setia: We want to do well globally
http://www.btimes.com.my
2013 PROJECTION: Property developer sets RM5.5b sales target as it looks to maintain growth amid global economic slump
SP Setia Bhd, one of the country's top property developers, has set a RM5.5 billion sales target for next year after registering record sales for the financial year ended October 31 2012.
Its president and chief executive officer Tan Sri Liew Kee Sin said the RM4.32 billion sales recorded in the financial year under review represents a 29 per cent increase from the previous year's sales of RM3.29 billion.
"It is also the fifth consecutive year of increase in the group's annual sales and the first time that group sales exceeded RM4 billion."
Liew said SP Setia wants to be an internationally renowned player.
"There is no point to being a champion only in Malaysia. We want to be able to compete in any markets around the world," he said, adding that SP Setia also has a presence in Vietnam, China, Australia, Singapore, Indonesia and recently Britain.
For the financial year 2012 (FY2012), Liew said the group achieved profit before tax (PBT) of RM567.5 million.
The group also recorded an increase in gross profit margins from 28 per cent to 34 per cent.
He said while the market environment is expected to be challenging in 2013 due to continued uncertainties in the global economy, the group's ongoing and upcoming projects should be able to sustain its strong growth trajectory.
He noted that as at end of FY2012, the group has 21 ongoing projects, with 16 located in Peninsular Malaysia, one in Sabah and four in other countries.
"These projects will help support the group's sales performance in FY2013," he said.
He added that several new projects to be launched in FY2013 will further expand the group's product offering and market reach.
"These include Setia Eco Glades, which offers eco-themed luxury properties in Cyberjaya, and Setia EcoHill, also an eco-themed project catering to house buyers looking for more affordable landed properties in the Semenyih corridor," he said.
Apart from these, he said the group has also been looking to increase its land bank.
In the first two months of FY2013, it has already secured several strategic parcels of land in Kuala Lumpur to further strengthen its growth prospects.
These include a 20.4ha plot of prime land in Bangsar on which it plans to develop an integrated residential and commercial project known as Setia Federal Hill, and the British High Commission land in Jalan Ampang.
On the international front, Liew said SP Setia will be introducing Parque Melbourne while Eco Sanctuary was launched recently.
Both are the group's second projects in Melbourne and Singapore, respectively.
"More significantly, the group is also targeting to launch its iconic Central London Battersea Power Station joint-venture project in January next year." he said.
Hng
Have you sold SP Setia WB?Waiting for 6D gain?
I still hold mother share bought at 3.03
Teng
Ya! waiting my first ever 6D gain :)
why looks like it is dropping...
Sold off all SP setia-WB at 23-24sen, realize multiple 5D gain first
Congratz hng ^^
Hng
Money keeps flowing into your new house. Keep it up.
Bought small quantity Amedia 42.5 sens.
Bought MAS at 76sen
Hng
I was about to ask you about MAS.
I think it has hit bottom since RI annoucement
Teng
I think so, bought at 76sen first to see what is market response
Increase further stake in Amedia, bought more Amediat at 42.5sen. Expect the entitlement of Bonus and free warrant will be announce today
Hng
EPF is selling MAS almost everyday. 500K to 1million share sold everyday.This is concern
Bought more Mas at 75.5sen
Teng
I think EPF already scare off of Mas which keep issue right share. Just 2 year ago, already force to raise 1.60 per right share, now Mas proposed again right share. But these time, the right share is just issue at 60sen. Thus, i think current share price already have limited downside risk, opportunity to grab some share
Hng
To encourage MAS shareholder to subscribe RI,Khazanah will try its best to make sure MAS share stay above 65 or 70 sens
Actually another option for Khazanah is to privatise MAS
hng,
even with div. uchitec shr price drop,a bit disappointed :(
Teng
If khazanah indeed plan to privatize MAS, it will be good new to shareholder as we at least can expect premium offer.
cheeheng
Uchitech is high yield stock and in net cash position. Investor can look forward another 7sen TE proposed in next Feb 2013, just about 2 month from now to enjoy 2 set of dividend : 5sen + 7sen
hng
yeah,final div.April nxt yr, just keep n treat it like Reits.
hng
btw,Congrats on your SPSETIA WB 5D pft.
cheeheng
Thanks, i thought could reap 6D profit on SP setia-WB, but after seen its down in SP setia, quick take action to realize all profit, but still manage realize high teen 5D profit. Satisfying now :)
what you all think of Airasia at current price? Is the price bottom up?
just came back from JPN to register my son birth certificate.
Share market boring again.
Bought MAS 2 batches.75.5 and 74.5
74.5 sens is 12 mth low
ck5354
Remember to go back to get your mykid in week time :)
thanks hng, they say need 1 month.
How come u so familiar??
U have how many children and how many years old???
ck5354
Sorry, i miss the number 3 in front of weeks. Should be around 304 weeks and call back to confirm first.
I've 2 boys, one 3 year and another 1.2 year
ck5354
Interest to join MAS bottom fishing....
teng already asked me to join.
I say wait.
TopGlove 1Q profit up 82 %
Hng might to let me know what is your zodiac???
ck5354
Virgo, why need to know? anything special meaning?
i am also virgo, no wonder we hv some similarities.
me august 28,
ytlpower look likw gaining momentum, real one or fake one???
Hng, ck5354.
I am also Virgo....
Haha
From shares to zodiac... This blog really ...keng ... Best
Thanks to Horse
Today sold all WTK at 95-96.5. Breakeven this round
No trading from me today. :(
WCT-WB, keep dipping, my profit also gets diminished. :(
NVM, tomorrow fight back. ^^
alwayswin111
variety the spice of life ma :)
Amedia jus announced ex date fr bonus + free warrants = 26-12-2012
ck5354, alwywin111
Lets form a 'Virgo club' here :D)
horse
WCT bonus share and new WCT-WD will be listed on 18. Wait and see WCT response first
Wah one day didn't check holdings see WCT-WB going downhill already...5D profits all gone heh...
Oskproperty have share buyback today. 147k shares bought
Hng, bravo multi-5D gains early angpow power
Amedia, added some 0.425
Prtasco, holding steady after div ex hmm
let's all 888
Gamuda just announced 6sen dividend
Gam-WD should be a good bet tomorrow
let's watch this one 888
Sold off all Amedia at 45sen
hng
do u plan to go thru Amedia entire bonus + warrants exercise or sell now?
hng
so fast u sell Amedia...:0
Congrats all AMEDIA holders
Amedia sold 0.465 those bought yesterday, nice contra gains, thanks hng
Sold off all MAS at 75-75.5sen, realize contra loss. No technical rebound, sell and cut loss is better option.
Sold Amedia 45.5 for quick contra gains
Follow Hng selling MAS at 75-75.5. Slim contra loss or breakeven
Now Maybank IB allow me to buy WCT-WB
Hng
MAS seems like gaining momentum
I don't understand this.. the WCT-WB discount is getting wider and wider.. now 16.5 cents difference. Doesn't make sense...
Gark
I think 2 reasons
1)WCT mother share will be under selling pressure once bonus issue is listed
2)Short expiry date
But still I find discount is too big
Teng
Since you have explain the possible reason on WCT and WB.
What could be then be the reason for SP setia and WB?
Hng
SP Setia WB is traded at premium,not discount.Unless exercise price is adjusted for private placement
spsetia wb conversion price at 2.99,
now at 0.20, so it will be 3.18.
traded at premium.
avoid.
CK
If SP Setia WB has 6 months before expiry,I will sure bet on it.Premium is low
Bought more Uchitech at 1.16, to enjoy its interim dividend of 5sen TE and upcoming final dividend of 7sen TE to be proposed in Feb.
This is my strategy to protect all capital gain in portfolio and at the same time enjoy steady dividend yield of more than 10% in next 3 month time
Anther catalyst i wish is Uchitech very likely granted extension its pioneer status (Tax free) by end of these year
Hng
After 5 cents TE dividend ex this month,next dividend will be paid in June/July. This is based on past year record. But normally Uchitech will annouce dividend in Feb. I still hold quite substantial Uchitech ( most bought last year) and some 3-4 months ago( when Uchi hit 1.12-1.13 after reporting poorer result)
Hi hng,
U so fast sold all Amedia.. bonus + warrant not worth to hold ?
Paranoid
Year end already, so realize all paper profit first and enjoy holiday next week.
Teng
Uchitech is low beta stock, although it may not give much capital appreciation, but at least it give portfolio much needed stability and protect capital while still enable to earn higher than FD return
Hng
Uchi is in my investment portfolio. Counters I trade/hold for short /medium term is under trading account
Hng
Are looking into WCT-WB again?
Lucky follow you escape MAS. My friend told me RI is not big issue.But capital reduction ( cancel 90cents out of RM1 par value) is problem
Teng
Its better cut loss fast if expected rebound too weak as lower can get lowest.
Teng
We can revisit WCT and WB once its bonus and WCT-WD is listed next week. The price response is determine by supply and demand momentum
Hng
TNB want to raise RM3 billion from RI. Meaning after capital reduction,ratio for right issue is 10 for every share held ( or even high( assuming MAS consolidate 10sens par share into RM1 par value)
Teng
I think we all have reap very handsome profit on WCT-WB and SPsetia-WB, but beware all these two are warrant and near expire date. We should limit our exposure already to reduce risk and protect profit.
Hng
Agreed.Safer to wait few days after BI listed and see how market react to it
Teng
MAS intend to raise 3b via 3 right share for 2 exiting share, issue at 60sen.
WCT-WB gap is now -17.5 cent premium, all my profits gone already.....:(
Gark
How come!? when i first make call buy on WCT-WB, its price just at about 23-25sen, so everybody must able to make handsome profit even at current level of 34sen
hng,
me bought long long time ago. average price 36 cents meh.
Not sure abt GARK.
ck5354
WCT-WB trade above 40sen last few days, after confirm its exercise price adjusted to 1.85.
lets wait second opportunity to see whether market can absorb upcoming bonus share and new WCT-WD. If WCT share hold steady, then WB warrant can expect buying momentum resume back to narrow the discount.
Cause of greed, bought more at 0.40.. heh.. next time must not be so greedy :)
Nevermindlah, worse come to worse convert and make back the difference. :)
Teng,
MAS case on capital reduction i think is a good move to them, this will in turn off set their accumulated losses and this has no change in number of shares. By doing so, their BS will look good on paper. RI will raise fund for them to continue business operation and any profit will turn to possible dividend in near future i think. BUT when come to RI no one will like the idea, it mean shareholders will need to fork out more money, except Khazanah holding 66%, they will very much willing to bail out MAS by fully subscribe all the RI to fund MAS. I think overall is a possible move, just that MAS has a very poor management team and future profitability/sustainability is a question mark. Overall i don't like their business so will not venture into this.
Gark,
Let's convert WCT-WB to mother share. ^^
I am already realised quite handsome profit but still keeping some. I intend to convert half of it to mother share just to try try the luck to have even more profit on it. The other half will try sell when WB rise back to 40sen and above. BUT as hng mentioned will see on 18/12 how WCT fair first. Good Luck.
horse
Comparing between MAS and AirAsia, i'm now prefer later. Both share also trade all year low, but AirAsia hold more promising prospect due to its competitiveness.
AirAsia share will likely trade lower ahead of possible removal from Index, just like what happen to SP setia last month. Trading opportunity could emerge if AirAsia trade down to support level 2.40
Horse
Make sense to convert WCT WB based on current discount for warrant.But other warrant holders may also convert to mother share.Together with bonus issue,selling pressure can be expected,esp for counter moderate trading volume like WCT
Hng
Actually I dont like any airlines stocks,with SIA as exception. Everytime I fly SIA,almost all flights full ( including business class there airlines make most money)
Teng
WCT and WB current discount condition are quite similar to last Kulim and its WB.
Many investor bought kulim-WB to convert and sell to reap profit. However, after few week time, kulim selling getting higher and share price slump. resulting not only no more price gap, but also affecting its WB share price performance. Thus, advice trade caution and possible realize profit first.
Teng
Agreed, Airline business is very competitive and capital intensive.
However, no harm trade if spot trading opportunity provided share price indeed have sign of rebound after reach its support level. But technical chart sometime is no reliable, stock slump lower can get even lowest after breaking support level.\
Therefore if expected rebound just don't take place, should admit fault and cut loss.
teng,
agreed and i too avoid airlines stocks like a plague haha
fyi coming from airline industry (was in revenue management, of course not MH), most airlines mostly registered (if not heavy) losses and even in good times at most high single-digit or low double-digit % profitability. airlines nowadays leverage leasing to reduce capital cost still highest operational costs are their pilots, cabin crew, engineers, ground staff, etc.
TCG82/Hng
Don't invest in airlines stock.But like Hng said,still can trade. Any counter is worth to invest at certain price. Even for MAS,I may buy again if it drop to near its RI issue,eg 60 sens
Hope all cabut SP Setia WB already
Teng
Both Airasia and Mas still under my radar, AirAsia just broke it support level, stock will continue head south toward its next support level 2.40. On the other hands, MAS have yet found support level as it is its keep record lowest level, reference of right price at 60 sen should be good level to entry though
Teng
Many SP setia WB still rely high expectation on its underlying share to give much needed booster.
Hng
Anyone got Setia WB at 14-15sens?
Hng
I am considering to swap some IJMLand ( or even glomac) to SP Setia. What you think?
Teng
I would rather wait after SP setia complete its 15% private placement first, at least get to know the issue price and market response.
Hng
Per graph there is quite a strong support at 2.63 (Airasia)
Horse
Have to start a new page oredi... This page now very very long.
Horse
Just goes to show this blog now very popular
Hng
Thanks.I already bought small quantity of Setia at 3.08 this mornong
Sold UOAReit bought last week at 1.36. Profit of 3 cents.
Teng
Good luck to you, so long SP setia can hold above its support level RM 3.00, it will just matter of time to rebound
Uchitech slowly but surely getting support ahead of its ex-dividend
Teng
UOAREITS rebound to 1.40
Hng
Hope so. Actually I plan to hold Setia for longer period. Setia price was 3.60 level two months ago
Teng
Any bluechip is good investment as long as for long term investment. In addition, SP setia also trade at reasonable divided yield of 14sen, give rise to gross yield of 4.5% vs. FD 3%
Hng
Sold too fast UOAReit.Horse sold last week at 1.34.So I thought I did better than him. End up both losers
I think REITs can hold till next month to enjoy their semi annual income distribution
Uchi offer better DY than most Reits. 10% nett based on current price and dividend
Teng
That is main reason why i'm concentrate almost all my margin line on Uchitech, target to reap steady return on it. I could enjoy upcoming interim dividend of 5sen TE and look forward another 2 month for its final divided of 7sen TE proposed on Feb
Guys,
It there easier way to track this blog and comments.....currently I keep reloading ; )
Karimaero
I doubt.Reloading is the only way for me
Setia WB sink to day's low
YTL Corp intends to privatise YTL Power, says Maybank IB
Old new resurfaced again
SP Setia WB lost 50% of its value in just 3-4 days
Yeah! Uchitech keep up your momentum :)
horse
Your Alaqar also rebound
Hng
Theedge reported POS may declare special dividend of 53sens per share
Just accumulated enough CCMDBIO at 2.19
Teng
OK, take note on it. POS just ex for its unexpected interim dividend. Perhaps, these special dividend should wait till its next quarter, when its declare final dividend together
SP Setia announce last trading day for wb is Jan 4,and exercise price is 2.99. Means only left 12 trading days for SP Setia WB
WTK closed at 1.00 today.Last week sold at 95-96.Sigh
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