1. IGBREIT - Bought in at RM1.33 and sold all at RM1.34. ^^ Good start of the year 2013. ^^
2. Teng, yes, 2011 & 2012 registered my highest gain but in term of percentage 2011 registered higher than 2012 !! likely due to compunded calculation on year 2012 as the base is bigger. Overall not impressive but happy with it.
3. hng, you are far more better than me in term of result i guess. ^^ Earning double income never come easy especially when you have real job to counter with. I feel financially more relax compare to years back. One thing good is, a lot of spare money can be easily deployed. ^^ Keep up the good work my friend. May year 2013 bring you more profits. ^^
4. WCT - CK, have you gotten your units ?
5. CCM - Congratz to hng and those that bought this. ^^ HUAT AR !
6. Watch List - CCM, WCT, IGBREIT, MBF
7. LG, just whack any REITs if you like. I normally go for the cheapest in term of price. ^^
DJ rock !!!
ReplyDeleteto all the experts here, can we jump into IJM-WC now or wait for further corrections? tq
ReplyDeletecaryn
ReplyDeleteCIMB has trading buy on IJM,TP 5.60
Caryn
ReplyDeleteI think IJM will surge as Keuro will award West coast highway to IJM, the major shareholder of Keuro
CCM continue uptrend with increasing volume, keep up momentum.
ReplyDeleteIf CCM can close > 1.00 the next resistance will be 1.10
ReplyDeleteytlp wb also moving on news of privatisation?
ReplyDeleteLG
ReplyDeleteAnother possible aside privatization is YTL Power will divest off its local power plant to 1MBD, which if materialize YTL Power may delcre special dividend and adjustment in WB exercise price later
oh i see.. that means it would be better to keep ytlp-wb for a bit longer? any TP, hng? i still have some at 0.43.
ReplyDeleteLG
ReplyDeleteIf YTL Power indeed divest off its local power plant to 1MBD, it will get rid off political risk and stock will be due for re-rating. The amount of cash proceed from divestment then can be use either acquire oversea assets or opt partially to reward shareholder. The re-rating could send YTL Power stock to 1.80-2.00, translating to WB potential TP 59sen-79sen
LG/Hng
ReplyDeleteFrom my understand,1st generation of IPPs have 3 options before their agreement with government expire
1)Sell plants/power subsidiary to government,most likely 1MDB
2)Lower their tariff rate immediately for extension
3)Do nothing and wait for contract expire.IPP can negotiate to sell plants to government after agreement expire
I think selling power stations to government will be best options
hng
ReplyDeletehmm,ni macam can whack the wb a bit n keep 4 awhile.
Thanks hng for the insight. At this moment, wb looks more upside potential than mother share.
ReplyDeleteTeng
ReplyDeleteI think so, Genting Power and Powertek already sold to 1MBD, the former granted extension while later not. It shown 1MBD willing to acquire power assets from 1st generation despite fail to grant extension in concession (Powertek)
Teng
ReplyDeleteToday only is last day for SP setia WB, thus despite underlying keep on support, WB seem fail to attract buyer interest.
Hng
ReplyDeleteThose bought Setia WB yesterday either sell today,and wait to convert before expiry due date.Not surpised WB is under selling pressure
Sold YTLPower at 1.62.Still keeping YTLP WB
ReplyDeleteEPF continue to sell YTLP almost everyday.WB can't move high without support from mother share
Where is my wct???
ReplyDeleteUntil today bayang also tak nampak.
Now selling pressure emerge, less and less discount.
sold CCM @ 1.01..., nice pft,thanks to HNG.
ReplyDeletebot Keladi @ .215
Hng,
ReplyDeleteAmedia can play???
when is amedia warrant listing???
ReplyDeleteAnyone know???
YTL Power and WB back to power, hope the uptrend can sustain while await for new to be confirmed either privatization or divestment in local power plant.
ReplyDeleteck
ReplyDeletei'm entitle to the free Amedia warrants,but i also have no idea whn is the listing date.
wow, Tambun new all time high?
ReplyDeleteMBF 1.18...
ReplyDeleteCCM gaining even more momentum
ReplyDeleteWei Loo Goh
ReplyDeleteMBF still await for its special dividend. Patience is a key if wanna to reap profit on it
Hi all,
ReplyDeleteAny idea on Cypark's uptrend? will it continue or MBF would be a better bet?
There are some activity on Kimlun as well.
KSeng resume uptrend again ?
ReplyDeleteHng
ReplyDeleteYes. Your Kseng resume its uptrend after those taking profit ends?
Teng
ReplyDeleteI hold no more KSeng, sold already on profit.
Currently my top 5 major holding in portfolio are
ReplyDelete1. CCM
2. MBF
3. IGB
4. YTL Power-WB
5. Acoustech
Hng
ReplyDeletewhen do you buy Acostec? I have some bought 5 or 10 years ago at RM1.
Sold off all CCM at 1.00-1.02, realize handsome contra multiple 5D gain
ReplyDeleteHNG,
ReplyDeletewhat you see AMEDIA??
Teng
ReplyDeleteI just start buy Acostech last month, at range 61.5-62.5sen. Will accumulate more later for its attractive dividend yield
congrat$$$ hng,another 5D pft.
ReplyDeleteHng
ReplyDeleteAcostec trading volume is too thin. Need patience to accumulate its shares
ck5354
ReplyDeleteAmedia still await for its bonus and warrant , which usually take around 3 week to be listed. Share price may under pressure once warrant and bonus is listed.
Hng
ReplyDeleteBesides Acoustec,you can consider Formosa Prosonic ( FPI) which is associate ( I am not sure if they are sister company or Acoustic is subsidiary of FPI). I think FPI volume is slightly higher( but still very thin)
Teng
ReplyDeleteThanks, will consider it after make studied on it.
hng
ReplyDeletewhat's your average cost fr
YTL Power-WB?
SP Setia up last 30 mins of trade. Push price up to encourage WB holder to convert?
ReplyDeleteHng,
ReplyDeleteAmedia bonus already listed. Now is amedia warrant. not sure when listed.
We refer to the announcements made on 5 October 2012, 17 October 2012, 31 October 2012, 2 November 2012, 9 November 2012, 12 November 2012, 5 December 2012, 12 December 2012, 13 December 2012 and 28 December 2012 in relation to the Proposals (“Announcements”). Unless otherwise defined, the definitions set out in the Announcements shall apply herein.
On behalf of the Board, TA Securities wishes to announce that the Bonus Issue of Shares has been completed today following the listing of and quotation for the 250,800,000 Bonus Shares on the ACE Market of Bursa Securities.
This announcement is dated 31 December 2012.
cheeheng
ReplyDeleteMy average cost on YTL Power-WB is around 44sen
ck5354
ReplyDeleteSo fast, the Amedia bonus already listing? How come WCT bonus share listing is together with its warrant?
Teng
ReplyDeleteToo late, warrant holder already too afraid to fall into trap again. But, i think so long SP setia maintain at current level or even higher to give some discount, it will encourage all warrant holder to convert eventually.
hng
ReplyDeleteoic,i bot some @ 43.5.
Hng
ReplyDeleteThose still keeping SP Setia warrant today can decide for another two weeks whether to exercise or not. If Setia want warrant holder to exercise,they have to make sure mother share stay above RM3.10
Hi guys OT abit,
ReplyDeleteI received a call from prudential on asking me to purchase theirs plans. I was surprised how the person/they obtain my personal information. I thought BNM has a ruling on giving/selling out customer information?
Jason
ReplyDeleteInsurance agent may get your contact from your friends.I had same experience years ago when I queried agent how she got my HP. Seems like agent is wife of my customer
Banks and credit cards will also sell your contact info to insurance/finance/investment companies.
ReplyDeleteDealing with all these insurance/finance/investment companies call is a headache. Every time tell them don't want still call...
@Teng, I queried as well and they told me through my circle of friends. Sigh...
ReplyDelete@Gark, Yea this agent keeps calling and never gave up.
horse/hng,
ReplyDeletemkh got corp exercise rights/warrant/bonus
1:10 rights at 1.80
1:10 free warrant
1:10 bonus
any meat on this one?
currently holding none but thinking
any comment much appreciated & thanks
ytlp-wb added some 0.44
let's 888
gamuda today surged 3.70 with some volume, see if can continue tomolo
ReplyDeleteholding some gamuda-cx 4.5sen
let's 888
hi all.... am new here...
ReplyDeletei am eelyn..
have been on and off following thru with the comments here..
and i find it pretty interesting..
u guys are mainly div trader?