1. IGBREIT - Sold all at RM1.38. 2sen profit. ^^
2. I've sold most of my shares holdings except those that has been holding many years back and meant for long term keeping. ^^ From now on have to trade with extra careful just to avoid being caught on surprise.
3. GOLDEN AGRI - Bought in today at S$0.615. ^^
4. CARLSBG - Up 16sen closed at RM13 mark. ^^
5. Watch List - IGBREIT, MPHB, MKLAND, TMS, KHSB, YTLP-WB, CARLSBG
6. Good Luck !!!
Golden agri good long term.
ReplyDeleteHorse,
ReplyDeleteWhat are the process of trading singapore Shares?Could give some learnings, eg exchange rates, brokerage, payment, dividends, tax,what type of trading accounts to open, etc? Thanks.
Teng, Horse,
ReplyDeleteDo you still have Glomac? Noticed that company has continuously been buying share back from open market. What could be the possible reasons besides being deemed undervalued?
LG
ReplyDeleteSold all Glomac.
Glomac has always been buying back its own share at least a year ago. Their current project in Puchong Lake received overwhelming response.You need luck ( by balloting) to buy a unit there
I did a quick analysis on IGBCorp
ReplyDelete-Total cash-~RM2.1 bil
-Total debt-~RM1.7bil
Net cash is RM400 mil
51% share in IGBReit=RM2.3bil ( 51%x3.4 billion share xRM1.35)
Properties value at Midvalley(Hotels,offices)=RM859million
Labu Land-RM142million ( last revalued at 2002)
Australia property-RM121 mil
Micasa hotel-RM173mil
Total properties value-RM1.295
RM2.3bil( Reits) +RM1.295bil( properties)+RM400mil cash=RM3.995bil
Share issued-1.5 billion
NTA based on above RM2.66
Properties above is only top 10 properties by value listed by IGB's 2011 report.I know IGB now own 100% KL Renanssaince and Cititel in Penang.Also,share issued is less than 1.5 billions as IGB has 80 million treasury shares
So good deal at current 2.27?
Can someone confirm offices,hotels in Midvalley is not under IGBReits?
ReplyDeleteonly midvalley megamall and The gardens is under IGBreit.
ReplyDeleteHi Horse,
What you think of Ausgroup in SGX?
ccm GOOOOOOOOOOOOOOOOOOOOOOOOOOO!
ReplyDeleteCheeHeng
ReplyDeleteWhat is your entry price for CCM?
I sold this morning at 93 cents. Bought last friday at 91-91.5. VEry shui
This comment has been removed by the author.
ReplyDeletewas thinking bout the direction of the market in this few month. should focus on the fundamental on the company performance instead of the market direction? but still worry bout the losing grip of the market due to upcoming GE. the movement of current market is still uncertainty? would appreciate for any advices..
ReplyDeleteteng
ReplyDeleteentry price= 0.905
sold all @0.995
teng
ReplyDeleteneveramind,i think sooner or later CCM will break RM 1.00.wait fr profit taking thn buy again.
CheeHeng
ReplyDeleteAfter 3 rounds of CCM with small profit each round,think is time to stop
teng
ReplyDeletewhy stop lah?
CheeHeng
ReplyDeleteLuck not so good in CCM even make money.Maybe try again when it drop to 90 cents level
teng
ReplyDeleteaaaah, CCM continue to surge!
TMS GOOOOOOOOOOOooo
ReplyDeleteteng
ReplyDeleteu might want to take a look at Muhibah currently my biggest holding.
Faber,Mbsb GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO!
ReplyDeleteCheeheng
ReplyDeleteWill consider Muhuibah from now on
MBSB-Maybe target for privatization. Should have listen to my friend advice before CNY gathering.He recommend strong buy for MBSB
Cheeheng,
ReplyDeleteWhat is a good entry price and TP for muhibbah?
lg
ReplyDeleteif u have the bullet it is better to accumulate slowly bcoz GE is around the corner. My average cost for Muhibah is 0.825. u can also scalp this one,bought at 0.80-0.81 thn sold at 0.83-0.835. Good luck.
teng
ReplyDeletei bought MBSB @ RM 2.38.upcoming div of RM 202.50 is attractive if u grab it at 2.38(>8%)
congratz cheeheng on your CCM. ^^
ReplyDeletelg,
ReplyDeleteTo trade SGX, US & etc, you can open account with all investmnet bank like CIMBiTrade, HLIB & PBBinvestment, they all offer foreign trades. You can retain your currency in the respective bourses that you trade with. e.g if you trade SGX, you can remain your trading limit in SGX.
Please check it out with them. Good Luck. ^^
No trading from me today. Nevertheless some of my stock in portfolio doing not bad. ^^
ReplyDeleteMPHB - 3.53, +7sen
CARLSBG - 13.20, +20sen
Choconut,
ReplyDeleteNo idea on AUsGroup. You bought ?
Teng,
ReplyDeleteYes, i am eyeing MUHIBAH as well but not touching at the moment, GE fear & sulu incursion. :p
I am trying to dispose as much as possible. Waiting for GE and grab them back with cheaper price hopefully. ^^
ReplyDeleteHorse
ReplyDeleteI also wait for opportunity to buy cheap stocks after GE .better be prudent now
Anyone still holding MK Land?
ReplyDeleteCongratulations CK on your CCM
ReplyDeleteHng-You still hold any CCM?
Hi Horse,
ReplyDeleteWas queuing for Ausgroup yesterday but did not get at my target price. I read a report about this comp which trigger my interest. Let me share with you. (http://sgx.i3investor.com/blogs/towardsfinancialfreedom/6222.jsp)
Horse
ReplyDeleteFollow you on Golden Agri.Bought some yesterday at 60.5
GOOOOOOOOOOOOOOO TAMBUN!
ReplyDeletewhere is HNG???
ReplyDeleteMiss him leh.
FTSE Bursa Malaysia KLCI suffered several large single-day declines, owing to the weak sentiment and high sensitivity to this most pressing of political concerns.
ReplyDeleteRetail investors are reluctant to participate in the local market for the time being as the risk-off mood among Malaysian retail investors prevails
As compared to nine months ago, most of the funds have raised their cash allocation further, indicating the degree of uneasiness that these fund managers are experiencing over the election.
As the risk aversion of Malaysian equity fund managers shows no signs of abating, cash levels is likely to remain relatively higher until there is clearer picture after GE13.
Apart from hoarding cash, Malaysian equity funds which are allowed to invest in foreign equities have opted invest overseas, favouring neighboring Southeast Asia countries
Fund managers who need to stay invested even through volatile times, seeking refuge in the defensive sectors such as telecommunications and utilities.
Our advice to investors is to stick to the fund managers that they are comfortable with and to let these professionals deal with mitigating the downside risk.
Hi all
ReplyDeleteI'm in JB, monitoring renovation progress. Stock seem rebound, but i'm waiti for two core stock to shine: TMS and KHSB :(
Well done and congratulate for all of you especially horse continue nonstop making money, Laughing all the way to bank
Teng,
ReplyDeleteGood price u enter^^
this year palm oil shuold recover some.
Furthermore, sgx is safer at this juncture compare with klse.
Good luck^^
Hng
ReplyDeleteHow is your contractor ? Good ? I also need to renovate my house. If good can give the contact ? Thanks
Hng
ReplyDeleteKHSB start to move towards 65 at second session today
Horse
ReplyDeleteAt 60.5 cents,it is indeed attractive price. I missed 63 cents early this year,and it went up to 64-65. Can't afford to miss again
我们的投资建议：
ReplyDelete1）如果你是作短期交易而且手上持有很多股票，我们建议卖出部分股票套现。如果美国股市反转往下掉，大马股市也会受影响；
2）如果你是长期投资者，不妨先等美国股市调整下跌，及大马大选过后再进场；
3）如果你还未进场，应耐心再等多三个月，当情况稳定了才进场；
4）如果大选日期确定了，则应在投票日前先卖掉手头上的股票，避免任何选举的结果影响股市。