1. OSKPROP - Thanks to the shares buyback.^^ Have disposed my last batch of OSKPROP-WC at 0.19c. ^^
2. WCT-WB - CK, i have not recieved my units as yet. :( Will lodge a complaint to the Broker and see what they say. Will quote that the direct account seem faster than nominee, see if they have any explaination on this. You are right, the longer it drag, the profit get diminished. Hopefully, there is still some profit left for me. :(
3. Watch List - IGB, IGBREIT, MBFHLDG, CCM, YTLP-WB
4. Good Luck.
I already considered them so slow.
ReplyDeleteYou even slower.
Why Bursa so inefficient????
As expected,SP Setia price up to 'encourage' WB holder to exercise
ReplyDeleteBought ultramax YTL Power-WB at 45.5-46sen
ReplyDeleteHng
ReplyDeleteYou very keng.Sold at 39.5 and bought 46cents. Have to learn from you,buy high,sell higher
Anyway,still hold substantial YTLPower WB
Teng
ReplyDeleteThe reason is YTL Power uptrend is confirm, so have to buy high, sell higher.
Its faith fall under 2 scenario
1. Privatize by YTL through share swap, likely by 1:1, implying upside potential 12% upside in YTL Power, but as much as 40% in WB
2. Divestment its local Power plant to 1MDB, get rid of political risk and realize one off windfall gain, trigger re-rating to stock
Sold off CYPark at 1.68, realize contra gain
ReplyDeleteHng
ReplyDeleteif share swap 1 to 1 how YTLCorp privatise YTLPower,do you see selling pressure on YTLCorp?Of course,YTLCorp share always supported by share buy back
Currently, YTL Power-WB is my largest stake in portfolio. Hopefully it will give me first ever 6D ANG POW before Chinese New Year
ReplyDeleteTeng
ReplyDeleteIf privatize take place via share swap, it will trigger re rating to YTL, simply because high PE stock (YTL, PE, 14x)) exchange with low PE stock (YTL Power, PE, 10x)
CCM also moving up slowing. EPF has ease to be substantial shareholder, reduce its stake to 4%. Thus get rid of selling pressure already
ReplyDeleteIGB also start perfroming, i think once kriasset delist, focus will concentrate on IGB, the largest beneficial of listing if REITS and the fact that it already in net cash per share of RM 1.00. Very likely IGB will proposed special cash dividend or share dividend (treasury share 4.9%)
ReplyDeleteSold some SP Setia at 3.19. Bought more MBF at 1.19
ReplyDeleteUse available trading limit, increase further stake of CCM, bought CCM at 98.5-99.5sen
ReplyDeleteWhich one can generate the highest earning in shortest time frame???
ReplyDelete1) YTLPower-wb
2) CCM
3) MBF holding
4) IGB
Difficult answer.
Only time will tell.
my bet is on YTLP-WB,lowest cost highest returns and perhaps shortest possible time. anyone got IJM-WC @ 1.20?
ReplyDeleteck5354
ReplyDelete1) YTLPower-wb - 40%
2) CCM - 20%
3) MBF holding - 15%
4) IGB - 15%
Last train ytlpower-wb...
ReplyDeleteHng
ReplyDeleteI am still interested in IGB.Queue at 2.30 last few trading days,not kena.Have to buy higher price
CCM GOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
ReplyDeletehng
ReplyDeleteccm goooooooooooo to rm 1.20. jump in @0.99
CCM GOALLLLLL
ReplyDeletehi hng,
ReplyDeletewhat is the base price for your calculation on the percentage rise?
Thanks!
Ig
ReplyDeleteJust based on current share price, no much different in turn of potential percentage gain
Hng,
ReplyDeleteIn ur opinion do u think MBF will declare any special div before CNY?
IGB GOOOOOOOOOOOOOOOOOOO
ReplyDeleteArthur
ReplyDeleteI believe it will declare special dividend within these quarter, that is Jan-Mar.
Thanks hng,
ReplyDeleteqeueing ytl-wb.bought pantech 0.73
gtronic looks good..
Ig
ReplyDeleteMost tech stock have mini rally recently
Hng
ReplyDeleteAfter selling off card business to AMbank,what other business MBF Holding are having esp in Msia?From their website,Msia only printing business
Taylor college is no longer under MBF?
Remember MBF ( or Loy family) used to own time leisure business
Loy family force to selloff the most valuable assets, MBF finance during financial crisis time, and later MBF card, the symbolism of MBF and Loy family. Loy still retain other peripheral assets like taylor and leisure burliness.
ReplyDeleteMBF finance acqurie by AMMB, while MBF card by white knife Tan Sri, which through back list way resume MBF listing status. Tan Sri manage to turnaround MBF card and expand business to papua and Fiji. Its Malaysia after MBF card divestment are printing business and landbank in kulim, about 3800 acre, partly lease to third party for palm oil plantation,
Hng
ReplyDeleteThanks
Now Loy family has no share in MBFH anymore,but directly owing education business( Taylor?)
horse
ReplyDeleteCongratulate on your WCT, seem both LTH and EPF work hand in hand, keep on supporting WCT and absorbing whatever selling from warrant conversion. With that, i think WCT-WB now is worth of investing, either for warrant share up to close gap or opt for conversion
This comment has been removed by the author.
ReplyDeleteHng
ReplyDeleteCongratulation on IGB. I miss it again.Last friday CK asked me to buy 2.32 instead of q at 230.I told him IGB my favorite counter
FYI Bursa news today on WCT
ReplyDeleteKindly be advised that the abovementioned Company’s additional 3,840,000 new ordinary shares of RM0.50 each arising from the aforesaid Exercise will be granted listing and quotation with effect from 9.00a.m., Wednesday, 9 January 2013.
Teng
ReplyDeleteAs mention here many time, IGB is currently in net cash RM 1.06/share and treasury share 4.9%. I believe it is just as a matter of time, IGB shareholder will be rewarded either by special cash dividend or share dividend
recently quite frequent shares buyback on wtk & pjdev..wonder what's up..
ReplyDeleteYTLPower and WB-Mari mari la mari
ReplyDeleteElection song when I was at secondary school
YTL Power and WB continue got POWER
ReplyDeleteLets hope CCM can stay above RM 1.00 to confirm uptrend
ReplyDeletehng,
ReplyDelete上周稳大（ADVENTA）的股息和资本回退（1.70令吉）完成，我们在周五以42.5仙沽清，以成本来算，3个月赚了12%，表现不错。
喜欢它的投资者可以继续持有，因为它剩下的洗肾机器业务应该会表现不错。另外，我们购入了一只新股票C，1万单位，每股96仙。至于我们主办的有奖游戏，已有得主。读者江国庆以1688.88点入选，和31日收市只差0.07，在此先恭喜他了。
Nanyang 黄金十年 buy CCM i guess
lg,
ReplyDeleteI still keep my WTK bought last year at RM1.24 and average down when it drop to 95+. Still sit on paper loss. Hope it can break RM 1.05 soon. Do you keep any on WTK ?
Hopefully CCM can break the 1.05 resistance then it should able to climb back to 1.10 range.
ReplyDeleteHi Jeffrey,
ReplyDeleteam still holding WTK bought at .945 last year. Wanted to sell but noticed recently the frequent sharebuy back with price maintaining around 0.99, suspect something could be brewing and it could go higher.