Saturday, July 13, 2013

Weekly Trades - 2nd Week Of JULY 2013


 DAY TRADES : 8/7/2013 
 
DAY TRADES : 10/7/2013
 
DAY TRADES : 11/7/2013
 
DAY TRADES : 12/7/2013
 
1. Daily trades as posted above.

2. Watch List - KHSB, PUNCAK, KPS

3. Good Luck. ^^

Re-post hng's posting below :-
 
hng said...
There is urgency now to resolve Langat2 water plant. It involve transfer of raw water from Pahang to Selangor through tunnel and multibillion already spent to build facility in Pahang portion. With 80% completion of it, it must start its Selangor portion as soon as possible to connect the tunnel.

State gov wish is to gather all water treatment plant under its umbrella, including these langat 2 together with exiting plant under Splash + Puncak Niaga + Abbass. These upstream will then will consolidate with downstream operator (Syabas) in order to streamline the whole water distribution.

Whereas, Fed gov wanna to separate the deal and emphasize just on langat 2 construction.

The final deal could be, Fed gov and state gov reach compromised agreement whereby, Feb opt its golden share in Syabas to force Puncak divest its stake in Syabas to KDEB in exchange for State gov grant land development order to build langat 2.

If you check Puncak last Q1 result, syabas only contribute less than RM 5m profit before tax or <4 2="" and="" back="" be="" br="" business.="" but="" by="" contribution="" divest="" earning.="" earning="" easily="" from="" gas="" if="" in="" increase="" is="" its="" major="" maju.="" minimum="" niaga="" oil="" on="" operate="" opt="" own="" plant="" puncak="" recoup="" retain="" ssp2="" subsidiary="" syabas="" that="" the="" there="" to="" treatment="" very="" wangsa="" water="" wholly="" will="">
These is compromised solution as the major issue is due to Syabas, the downstream distributor not the upstream water treatment plant.

KDEB can at least solve the partial issue by consolidate the these Syabas, the downstream water distributor and half of the upstream operator, the water treatment plant (Abbass + splash), and allowing other to continue (Puncak Niaga + langat 2)

110 comments:

cheeheng said...

hng

wow,never thought you buy Kfima, a slow sleepy stock. For upcoming div. of 3.5 sen less 25% and 4.5 sen single-tier right? Let me guess next stock you'll be buying-MNRB.:)

cheeheng said...

bought some more KPS @ 1.67 on Friday.

Teng said...

Sold some KPS at 1.73. Lucky my sell queue last friday only match 900 shares at 1.70

cheeheng said...

KPS GOOOOOOOOOOOOOOOOOOOOOOOOOO.

cheeheng said...

Puncak oh Puncak Goooooooooooooooooooooooooooooooo

hng said...

Now everyone is happy....

hng said...

All core holding today performing well: KPS, Puncak and MK land

cheeheng said...

hng

yeah,thanks to u.

alwayswin111 said...

any views on UTDPLT... CAME down a lot

Derick said...

Our emo is link to share 's price .. Ha ha .. Thanks Hng.

cheeheng said...

partially sold KPS @1.84

alwayswin111 said...

Derrick
Don't let the market control your emo... got a lot of sharing sifus here...

Teng said...

Alwayswin111

UtdPlantation is probably good for long term

Derick said...

Sold partially KPS at 1.83

Derick said...

Hng
Today got another badge of ESOS will flooded the market rite ?

I-®on said...

No one aware of Pantech ?

alwayswin111 said...

teng
thanks

hng said...

Sold off all Puncak at 2.60-2.62, KPS at 1.84-1.85

hng said...

Will buyback later if opportunity arise again.

I-®on said...

Puncak = Rockets...

ck5354 said...

ytlpower coming???

lg said...

MyEg is crazy..been monitoring this stock but never got in as I felt it was overpriced. Now lagi worst :(

ck5354 said...

Hng,

What ur opinion on Amedia, another time of right issue?

Will the boss goreng it up again to attract people subscribe to the right???

Derick said...

Me too. Maybe they will get new service ...

ck5354 said...

SUNWAY-OR tomorrow listing,

Based on today price of sunway 3.30,

3.30 - 1.70 = 1.60

Sunway OR should worth about 1.60+-

horse said...

Congratz hng.^^

alwayswin111 said...

To all PUNCAK and KPS participants
Laughing all the way to the Bank

cheeheng said...

congrats hng & all holding KPS n Puncak.

cheeheng said...

EFP acquired 3,011,400 mln. Puncak shares on 5 Jul 2013. They want a piece of the action also.

I-®on said...

Congrats hng & all holding KPS n Puncak.

What a remarkable returns...

Btw, I just made some from Pantech too...

lg said...

i-on,
congrats on pantech. good stock. did you buy wa or mother?

lg said...

Derick,
MyEg having corrections. :)

I-®on said...

I like sons

hng said...

Sold off all MKland at 36.5sen, realize all profit first.


Portfolio now in all cash position

I-®on said...

Congrats hng

Derick said...

Sold off all KPS today

hng said...

I'm thinking to buy new MPV, Nissan Serena to be launched end of these month, 8 seater, RM 149k . Anyone can suggest any idea?

alwayswin111 said...

I-on
Congrats on Pantech...

horse said...

Hng, Serena now there is hybrid version if not mistaken. ^^

horse said...

Hng, Serena now there is hybrid version if not mistaken. ^^

Derick said...

Usually Nissan no second hand value. Depreciation much faster then Toyota or honda.

hng said...

horse
New Nissan Serena is S-Hybrid, not the real hybrid like Toyota and Honda. But is first MPV to adopt hybrid technology

hng said...

Derick

Agreed, Nissan car have lower second hand value than Honda and Toyota. I still under consideration, and open for other option.

I-®on said...

hng

How abt Nissan GTR ? XD

hng said...

Actually, i intend to buy new or used MPV, any good suggestion, must value for money?

hng said...

Adds new stock into portfolio

Qcapital at 1.21
UOAREITs at 1.54
OKA at 63.5sen

ck5354 said...

hng,

If u don't mind used MPV, I have a relative wanted to sell the MPV.

hng said...

ck5354

What brands, year, price range?

Teng said...

Hng

Now your focus is Reits?2/3 new stocks you buy are reits

hng said...

Teng

Most REITs are due to declare income, buying now at least can enjoy positive return. OKA also had proposed dividend of 3.5sen TE, 15% more than last year of just 3sen, generate higher dividend yield of 5.5% nett

ck5354 said...

I will get back to you soon.

R you urgent?

Any opinion on AMEDIA?

Derick said...

Most of the MPV depreciation very fast. So,
I would suggest get used Toyota Estima. :-)

hng said...

ck5354, Derick

No urgent, still searching new or used but good condition, so long its value for money MPV.

Teng said...

Tomorrow >1.6 millions KPS share arising from ESOS will be listed tomorrow.We can expect KPS share price be under selling pressure from tomorrow till friday?

hng said...

CK5354

Amedia right share at 13sen, and entitle to free warrant 1 for 4, exercise price at 24sen. However, the important is Amedia must deliver earning, Q2 result will be best judgement to see whether the earning is sustainable and whether or not its pioneer status as MSC to enjoy tax free on its earning will grant extension.

Current Amedia share price at 15sen, almost represent initial share price before its ex bonus last year 15 + 15 + warrant 5sen = 35sen

hng said...

Teng

KPS director are all eager to realize their windfall profit, 90% return by just exercise their ESOS at RM 1.00

ck5354 said...

Hng,

For you Hyundai Starex Royale,

2011

Mileage = 32k

Price : RM 108k

Interested email me.

hng said...

ck5354

Hyundai Starex Royale is too large for me.

hng said...

UOAREITs just declare income distribution of 5.28sen, ex-date on 30 July.

Annualized yield of 6.85% is still 2x higher than FD.

SSN said...

I am ong ,came across this blog recently,need u guys opinions.should i take up option to reinvest UOA DEV @RM2.07 PER Share or just take the dividend ?

horse said...

hng,

May be go for Toyota Estima or Wish. ^^

horse said...

Hi SSN,

Welcome. Obviously taking reinvestment look better as it is a discounted price.

Teng said...

SSN

If you hold substantial units of UOADev,then go for DRS.But if your holding is 3,000 share,which entitled to RM360 or <200 UOA share,then not much saving opting for UOADev. I was told you need to have RM10 stamp,plus all paper works

ck5354 said...

dear SSN,

You need to pay rm10 stamp duty and 80 cents stamp.

You need to go to post office.

Time and effort.

I just went yesterday and meet the "TULAN" post office staff as if I hutang them 10 million.

ericng7424 said...

I am just taken an investment approach for UOADEV, last time DRP at 1.39 taken up, now DRP at 2.07 probably will take up also

hng said...

Bought YTL Power-WA 48sen

ck5354 said...

was wanted to post whether can go in ytlpower wb at 48 cents,

seems hng is faster.

hng said...

Sold YTL Power WA at 49.5sen, realize quick intraday gain

SSN said...

Thanks ! decided to for UOADEV reinvestment .500 units only.

horse said...

My favorite ytlp-wb started to move already. :(

Good one hng.^^

cheeheng said...

bought bck KPS @ 1.81

hng said...

Bought back KPS at 1.81-1.82, Puncak at 2.75 and JAKS at 50sen

ck5354 said...

bought some kps at 1.81

cheeheng said...

OKA is rising....

hng said...

Bought more KPS at 1.76-1.77

I-®on said...

Follow the party join KPS 1.78

I-®on said...

Property sector counters moving too..

KPS 1.78
Cantonese "Rich together"

hng said...

Sold OKA at 69sen, realize contra gain

hng said...

Sold partial UOAREITs also at 1.56, realize slim contra gain

I-®on said...

Congrats hng

hng said...

Sold off all remaining OKA at 69-69.5sen, realize handsome contra gain

cheeheng said...

hng

u da champ ! Congrats.

horse said...

Congratz hng^^

tcg82 said...

Bernalec collected last friday & today avg 1.41xx
KPS in 1.78
Congratz all 888

hng said...

Bought SUNREITs at 1.44

hng said...

Bought more SUNREITs at 1.43

I-®on said...

KPS closed at 1.77

hng said...

Sold JAKS at 50.5sen, realize intraday gain

hng said...

I'll buyback both Puncak and KPS on staggering basis now and will capitalize on share strength and weakness to enjoy both short term gain as well as long term upside.

I-®on said...

Thank you hng for your sharing on KPS

I sold all at 1.86

hng said...

Sold back KPS at 1.85 first, realize contra gain

I-®on said...

Congrats hng, today I got a free dinner from KPS

I-®on said...

OKA rise to 0.72

cheeheng said...

sold all KPS at 1.83 for slim contra gain.

tcg82 said...

KPS sold 183
thanks 2 d champ HNG !!

hng said...

Bought back KPS at 1.81, realize intraday gain

hng said...

Bought YTL Power-WB at 48.5sen

hng said...

Bought more YTL Power-WB at 48sen

hng said...

As of end-December 2012, 70% of the nations schools have been connected. And the laptops would be Chromebooks running Google Apps, the Mountain View, California tech giant’s cloud-based solution suite. Google and its Chromebook is selected base on its low-cost cloud based services versus the PC-era architecture of the others; instant-on ability; and all-day battery life.

Under the first phase to supply chromebook laptops, it costing up to RM 513.3m encompasses fixed term licensing fees of RM 250.5m and management and maintenance cost of RM 262.8m. Each school will have 41 Chromebooks made by Samsung with 3,000 schools to get them initially.

[Remark: the Samsung Chromebook is listed at RM1,299; or RM988 under the YES 4G Chromebook Plan, for RM69 per month with a monthly 3.5GB data quota].

But, with the Barisan Nasional having made an election promise that it will provide every student, plus teachers and parents, with a laptop, The numbers are daunting – 10,000 schools, over 5.3 million students, 500,000 teachers and 4.5 million parents, on one unified platform the irresistible lure of supplying 10 million laptops, now that the Barisan has been returned to power.

With each student in the country given a unique YES ID, the Chromebook becomes that student’s personal computer and with it, the lessons and e-books of that student.

YTL Communications would use the tower to roll out commercial YES 4G services to the residents of the surrounding community. As each tower can cover up to 4km radius, This infrastructure will also enable teaching to go beyond classrooms, not just anywhere in the school compound but also the surrounding areas up to a 4km radius. With this broad coverage, students, parents and teachers can use this network to access the Frog VLE from home and continue the learning experience.

hng said...

Bought Puncak at 2.67

hng said...

Bought Kinstel at 27.5sen

hng said...

If YTL Power can hold above RM 1.68 support level, it will have very good chance to continue pose recovery with next TP at RM 1.80

hng said...

YTL Power GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO

ck5354 said...

horse please put new page,

too many comment liao.

All reit kena hammer down.

ck5354 said...

sold some ytlpower wb at 0.50

bought at 0.48

kamsia hng kor.

lg said...

aiya..missed!
congrats Hng & CK!

hng said...

yeahhhhhhhh

hng said...

sold off all YTL Power-WB at 52.5sen

lg said...

great job, hng!

Derick said...

Hng

Power !!! Congrats ya :-)

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