1. UOAREIT - Sold all at RM1.42. ^^
2. TMS - Not buying this. Good luck to all who are in. ^^
3. MKLAND - Ex-date today. The 1sen dividend subject to 25% tax. :(
4. IGBREIT - I am in standby mode to whack BIG on this again. ^^
5. Watch List - UOAREIT, TMS, MKLAND, IGBREIT, ACOSTEC
6. Good Luck all. May the best price be yours always. ^^
33 comments:
面临大选风险 MK置地目標价下调
（吉隆坡29日讯）由於大选將至，肯南嘉投行认为小型產业股MK置地（MKLAND，8893，主板產业股）的股价和產业销售都面临选举风险。
肯南嘉投行分析员认为，高贝他（beta）的发展商不太可能在接近大选时有所表现。
肯南嘉投行分析员表示，自他们在2012年8月7日对MK置地作出的报告开始，其股价都表现不佳。
肯南嘉投行对產业领域的短期前景转为谨慎，因为越来越逼近的大选增加谨慎投资情绪。这將限制小资本发展商的上涨空间，如MK置地。
此外，肯南嘉投行的產业分析员看好週息率5%以上、具防御性的发展商。然而，MK置地2013財政年的週息率预测仅达2.3%（该公司在2013年1月15日宣佈派息0.75仙）。
分析员认为，MK置地这次的股息派发，主要是脱售位於白沙罗柏兰岭（Damansara Perdana）的土地一次过收益，因此未来或不会持续派息，基於MK置地过去3年都没有派发股息。
分析员將其2013財政年的净利预测下修54%，至1600万令吉，预计隨著大选在即，买家將更为谨慎，而看淡其產业销售。
与此同时，肯南嘉投行分析员也將目標价格从0.85令吉，下调至0.36令吉。这是基於令人失望的业绩表现、大选风险逼近对高贝他股造成的负面反应。因此，分析员將投资评级下修至「短线卖出」。
TRIPLC EPS at 12 sen announced today. This tend to be speculative stock worth to watch tomorrow. Last year it hit 60sen high in February. 1H earning already exceeded last year full earning at 27sen currently.
MKLAND :(
TWRREIT ^^
IGBREIT at what price would u be whacking it? might nibble it only.
Horse
MKLand TP at 36 cents still higher than last traded price.Anyway I sold all my MKland
Anyone still holding Glomac?Bought at 82-82.5 but sold at 83 last week
Anyone still holding faber or all sold off already?
Teng,i have some at average 0.845 bought some time ago. Any view on this , sell or wait?
Gark, i cut loss too soon last week at 1.41 :(.
LG
Glomac is good stock to keep,but price range always at 82-84.
When did you buy your Glomac?If you bought > a year ago,you received >5 cents dividend already
Teng
The problem is research analyst downgrade stock TP so easily, from 85sen to just 36sen. There must be serious wrongdoing in its analysis....
I also yesterday get to know that CYpark is UMMO company, its major shareholder is political adviser for Mahathir !?
hello guys,
what happen to CYPark? Drop so much..
anyone still holding it with confidence?
Thanks.
Hng
That is problem with so call analysis. Today ask you to buy,week later say sell
I thought someone mentioned in this blog Cypark is Umno related ?
Many counters has political link. Glomac major shareholder in division head in Selangor
Hng
Cypark-Do you mean Razali Ismail?
I quite respect him as diplomat. I remember he served as special UN envoy to Myanmar.
Shared by S.Dali a blogger from bizSTAR
http://biz.thestar.com.my/news/story.asp?file=%2F2013%2F1%2F29%2Fbusiness%2F12638990&sec=business
Teng
Yes, Razali Ismail, he use to be diplomat and play role to free up aung san suu kyi, that why CYpark get MOU with maymmar to develop RE.
But he is now Mahathir political adviser......
Hng
You mean Razali is now adviser to TDM? He was adviser when TDM was PM.
Not sure if Razali has much political influence in Msia.Most of his time he was diplomat
Teng, yes got the divvy, bought almost a year ago i think. Never got sell coz of the price not moving much.
Teng
Razali Ismail after retire as diplomat, become adviser now to TDM
Hng
Possible.Razali is ( or was) chairman of Iris which produce security material( mykad and Passport?)
I just in a heavyweight carlsbg.
why market so boring???
ytlpowerwb very ugly...
ck5354
YTLPower-WB is movement is closely follow YTLPower performance. I believe YTLPower will either divest off its Power plant to 1MDB or privatized by YTL, thus i'll keep YTLPwer-WB at all cost.
Hng
I think YTLPower will sell its power unit after GE,or YTLCorp privatise YTLPower
Regardless who wins next GE,make sense for YTLPower either sell to 1MDB or continue power concession at lower rate
Me too keeping ytlp wb, will take opportunity to averagedown if price slips further.
Teng
Although YTLPower also often perceived has high political link, but bear in mind, its actually derive 90% earning from oversea regulated assets. Frankly, almost all high profile listed company have one or other way link to political, as they have no choice due to the fact that UMMO rule gov has in power since independence day.
Bought Gadang 0.61
Noticed that YTL has somehow stop share buyback to support its share price, resulting further weakness in share price. I think YTL may conserve is cash pile and await if YTL share can come further downward and match with YTLP and subsequently launch privatization through share swap to justify valuation. Aggressive share buyback could commence later to attract shareholder approval for privatization to go through in the EGM
Hng
Agreed.Almost all PLC has political link.
I still hold on to YTLPower WB.
Teng
Please look at even Chinese primary school already start included 1 Bestarinet (Frog VLE) power by YTL Yes Wimax
SJK(C) Choong Hua Banting 万津中华学校 No.517,Jalan Sultan Alam Shah,42700 Banting
全体教师已于20/10/2012 参加了由学校主办的Frog Vle 课程。
谨此告知全体学生家长/ 监护人：
学校接获教育部通知将在2013年全面使用“1 Bestarinet ”的新互联网系统，提供基于网络储存的虚拟学习平台(Frog VLE - 青蛙虚拟学习模式)的电子教学计划
学校通告
Hng
Do you know contract value for Bestarinet?
One politician on tweeter claim value is RM6-8 billions
Today bought IGBreit at 1.35
IGBReit annouce dividend of 1.83 cents.
Teng
YTLP secure 1bestarniet worth RM1.5b fr the first 5 year, with option to extent for another 5 + 5year, totaling bagged these lucrative contract for 15year, worth 4.5b-6b. YTL won 1bestarinet via open tender, beaten all other 19 world player.
This could be due to YTL offer the most competitive charge rate as it is YTLP strategy to capitalize on school nationwide to build its extensive 4G network across country, from current 70% to 100% coverage eventually. Another word, YTLP is utilize 1bestarinet payable by Gov to help it penetrate networking market share
I think so far, YTLP already wire up a lot of school nationwide. These 1Bestarnet is gov aim to provide virtual learning platform, and is included in school curriculum staring from these year.
Perhaps, more detail could offer by any cyberfriend here whom have kids study either primary or secondary
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