1. IGBREIT - Sold most of it at RM1.36 & RM1.37. ^^ Still keeping some for higher rise. Today announce result but only garner EPS of 1.45c. No income distribute, likely in 2Q. Hope it pay more come 2Q.
2. YTLPOWER - Tug of war between YTLP share buy back and EPF's disposal. Is a laggard since GE, i think it will go pass 1.60 soon. ^^
3. Watch List - TIMECOM, IGBREIT, FABER, MPHB, ANNJOO, KFIMA
4. Good Luck. !!!

Horse
ReplyDeleteCongrats IGBREIT champion.
CheeHeng
Thanks for info on KFIMA.
Horse
ReplyDeleteIGBReit EPS of 1.45cents per quarter is not impressive.But disctributable income is 1.69 cent for this quarter
.Distribution is paid half yearly
Well done Hng.Both TimeCom and AnnJoo doing well today
ReplyDeleteThanks Teng,
ReplyDelete1.69 this Q + 1.69 next Q(estimate) = 3.38sen.
Not too bad. ^^
Sold off all AnnJoo at 1.48, realize handsome contra gain
ReplyDeleteHng,
ReplyDeleteThank you for the explanation.
Got another on Timecom, will the price be readjusted after this special dividen?
Horse
ReplyDelete3.38 cents is ok but some Reits offer better deal. Starreit pays about same dividends but trade at lower price. QCapital also offer better DY
Hng
ReplyDeleteCongratz. Hope you recovered loss on AnnJoo when we traded this counter last year
Congrats to horse and hng.
ReplyDeleteHng
ReplyDeleteCongrats on ANNJOO. TIMECOM gogogo
Hng,
ReplyDeletewhat your trading plan for timecom?
Wait for digi dividend or sell before the entitlement?
Thanks.
YTLP is tussle between Buy Back & EPF. Who will prevail eventually? I think it will go pass 1.60 soon.
ReplyDeleteTeng,
ReplyDeleteAny good CWs to look for lately ?
I have lay off for some time for CWs. :(
Sold off all Timecom at 4.86-4.88, realize biggest gain in portfolio YTD. :)
ReplyDeleteCOngratz hng. !!!!!
ReplyDeleteBought back KPS at 1.39
ReplyDeleteBought KHSB at 72.5sen, today is a last for valuation report to come out, whether or not there will be revise take over offer up by another 10% to 83.6sen
ReplyDeleteBought Puncak for upcoming final dividend of 5sen and free warant
ReplyDeleteSome news on PARKSON....
ReplyDeletehttp://www.theedgemalaysia.com/business-news/240227-parksons-china-woes-expected-to-persist.html
hng,
ReplyDeleteJoin your club, buy into Puncak. ^^
Puncak is expect to declare 5 sen by end of these month, and expect free warrant that worth at least 80sen (conversion price at RM 1.00), by middle of next month
ReplyDeletehng,
ReplyDeleteThanks for sharing. Will scalp on this. ^^
hng
ReplyDeleteWhat is ratio for the free warrants? 1 warrant for every 1 Puncak share?
i go it,it is 1 for 10.
ReplyDeleteYa, Puncak free warrant is 1 for 10. It have intrinsic value of 80sen, or potential 8sen capital gain for every Puncak share. If include upcoming 5 final dividend, there will be total of 13sen return for every puncak share.
ReplyDeleteHorse
ReplyDeleteI have been trading Maybank-CWs many times.Currently trade at slight discount.
Bought more Puncak at 1.77
ReplyDeleteBought back partial Timecom at 4.76, realize intraday gain instead.
ReplyDeleteBought back even more Timecom at 4.74
ReplyDelete