DAY TRADES : 8/7/2013
DAY TRADES : 10/7/2013
DAY TRADES : 11/7/2013
DAY TRADES : 12/7/2013
2. Watch List - KHSB, PUNCAK, KPS
3. Good Luck. ^^
Re-post hng's posting below :-
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)
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)
hng
ReplyDeletewow,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.:)
bought some more KPS @ 1.67 on Friday.
ReplyDeleteSold some KPS at 1.73. Lucky my sell queue last friday only match 900 shares at 1.70
ReplyDeleteKPS GOOOOOOOOOOOOOOOOOOOOOOOOOO.
ReplyDeletePuncak oh Puncak Goooooooooooooooooooooooooooooooo
ReplyDeleteNow everyone is happy....
ReplyDeleteAll core holding today performing well: KPS, Puncak and MK land
ReplyDeletehng
ReplyDeleteyeah,thanks to u.
any views on UTDPLT... CAME down a lot
ReplyDeleteOur emo is link to share 's price .. Ha ha .. Thanks Hng.
ReplyDeletepartially sold KPS @1.84
ReplyDeleteDerrick
ReplyDeleteDon't let the market control your emo... got a lot of sharing sifus here...
Alwayswin111
ReplyDeleteUtdPlantation is probably good for long term
Sold partially KPS at 1.83
ReplyDeleteHng
ReplyDeleteToday got another badge of ESOS will flooded the market rite ?
No one aware of Pantech ?
ReplyDeleteteng
ReplyDeletethanks
Sold off all Puncak at 2.60-2.62, KPS at 1.84-1.85
ReplyDeleteWill buyback later if opportunity arise again.
ReplyDeletePuncak = Rockets...
ReplyDeleteytlpower coming???
ReplyDeleteMyEg is crazy..been monitoring this stock but never got in as I felt it was overpriced. Now lagi worst :(
ReplyDeleteMe too. Maybe they will get new service ...
DeleteHng,
ReplyDeleteWhat ur opinion on Amedia, another time of right issue?
Will the boss goreng it up again to attract people subscribe to the right???
SUNWAY-OR tomorrow listing,
ReplyDeleteBased on today price of sunway 3.30,
3.30 - 1.70 = 1.60
Sunway OR should worth about 1.60+-
Congratz hng.^^
ReplyDeleteTo all PUNCAK and KPS participants
ReplyDeleteLaughing all the way to the Bank
congrats hng & all holding KPS n Puncak.
ReplyDeleteEFP acquired 3,011,400 mln. Puncak shares on 5 Jul 2013. They want a piece of the action also.
ReplyDeleteCongrats hng & all holding KPS n Puncak.
ReplyDeleteWhat a remarkable returns...
Btw, I just made some from Pantech too...
i-on,
ReplyDeletecongrats on pantech. good stock. did you buy wa or mother?
Derick,
ReplyDeleteMyEg having corrections. :)
I like sons
ReplyDeleteSold off all MKland at 36.5sen, realize all profit first.
ReplyDeletePortfolio now in all cash position
Congrats hng
ReplyDeleteSold off all KPS today
ReplyDeleteI'm thinking to buy new MPV, Nissan Serena to be launched end of these month, 8 seater, RM 149k . Anyone can suggest any idea?
ReplyDeleteUsually Nissan no second hand value. Depreciation much faster then Toyota or honda.
DeleteI-on
ReplyDeleteCongrats on Pantech...
Hng, Serena now there is hybrid version if not mistaken. ^^
ReplyDeleteHng, Serena now there is hybrid version if not mistaken. ^^
ReplyDeletehorse
ReplyDeleteNew Nissan Serena is S-Hybrid, not the real hybrid like Toyota and Honda. But is first MPV to adopt hybrid technology
Derick
ReplyDeleteAgreed, Nissan car have lower second hand value than Honda and Toyota. I still under consideration, and open for other option.
Most of the MPV depreciation very fast. So,
DeleteI would suggest get used Toyota Estima. :-)
hng
ReplyDeleteHow abt Nissan GTR ? XD
Actually, i intend to buy new or used MPV, any good suggestion, must value for money?
ReplyDeleteAdds new stock into portfolio
ReplyDeleteQcapital at 1.21
UOAREITs at 1.54
OKA at 63.5sen
hng,
ReplyDeleteIf u don't mind used MPV, I have a relative wanted to sell the MPV.
ck5354
ReplyDeleteWhat brands, year, price range?
Hng
ReplyDeleteNow your focus is Reits?2/3 new stocks you buy are reits
Teng
ReplyDeleteMost 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
I will get back to you soon.
ReplyDeleteR you urgent?
Any opinion on AMEDIA?
ck5354, Derick
ReplyDeleteNo urgent, still searching new or used but good condition, so long its value for money MPV.
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?
ReplyDeleteCK5354
ReplyDeleteAmedia 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
Teng
ReplyDeleteKPS director are all eager to realize their windfall profit, 90% return by just exercise their ESOS at RM 1.00
Hng,
ReplyDeleteFor you Hyundai Starex Royale,
2011
Mileage = 32k
Price : RM 108k
Interested email me.
ck5354
ReplyDeleteHyundai Starex Royale is too large for me.
UOAREITs just declare income distribution of 5.28sen, ex-date on 30 July.
ReplyDeleteAnnualized yield of 6.85% is still 2x higher than FD.
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 ?
ReplyDeletehng,
ReplyDeleteMay be go for Toyota Estima or Wish. ^^
Hi SSN,
ReplyDeleteWelcome. Obviously taking reinvestment look better as it is a discounted price.
SSN
ReplyDeleteIf 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
dear SSN,
ReplyDeleteYou 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.
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
ReplyDeleteBought YTL Power-WA 48sen
ReplyDeletewas wanted to post whether can go in ytlpower wb at 48 cents,
ReplyDeleteseems hng is faster.
Sold YTL Power WA at 49.5sen, realize quick intraday gain
ReplyDeleteThanks ! decided to for UOADEV reinvestment .500 units only.
ReplyDeleteMy favorite ytlp-wb started to move already. :(
ReplyDeleteGood one hng.^^
bought bck KPS @ 1.81
ReplyDeleteBought back KPS at 1.81-1.82, Puncak at 2.75 and JAKS at 50sen
ReplyDeletebought some kps at 1.81
ReplyDeleteOKA is rising....
ReplyDeleteBought more KPS at 1.76-1.77
ReplyDeleteFollow the party join KPS 1.78
ReplyDeleteProperty sector counters moving too..
ReplyDeleteKPS 1.78
Cantonese "Rich together"
Sold OKA at 69sen, realize contra gain
ReplyDeleteSold partial UOAREITs also at 1.56, realize slim contra gain
ReplyDeleteCongrats hng
ReplyDeleteSold off all remaining OKA at 69-69.5sen, realize handsome contra gain
ReplyDeletehng
ReplyDeleteu da champ ! Congrats.
Congratz hng^^
ReplyDeleteBernalec collected last friday & today avg 1.41xx
ReplyDeleteKPS in 1.78
Congratz all 888
Bought SUNREITs at 1.44
ReplyDeleteBought more SUNREITs at 1.43
ReplyDeleteKPS closed at 1.77
ReplyDeleteSold JAKS at 50.5sen, realize intraday gain
ReplyDeleteI'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.
ReplyDeleteThank you hng for your sharing on KPS
ReplyDeleteI sold all at 1.86
Sold back KPS at 1.85 first, realize contra gain
ReplyDeleteCongrats hng, today I got a free dinner from KPS
ReplyDeleteOKA rise to 0.72
ReplyDeletesold all KPS at 1.83 for slim contra gain.
ReplyDeleteKPS sold 183
ReplyDeletethanks 2 d champ HNG !!
Bought back KPS at 1.81, realize intraday gain
ReplyDeleteBought YTL Power-WB at 48.5sen
ReplyDeleteBought more YTL Power-WB at 48sen
ReplyDeleteAs 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.
ReplyDeleteUnder 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.
Bought Puncak at 2.67
ReplyDeleteBought Kinstel at 27.5sen
ReplyDeleteIf 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
ReplyDeleteYTL Power GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
ReplyDeletehorse please put new page,
ReplyDeletetoo many comment liao.
All reit kena hammer down.
sold some ytlpower wb at 0.50
ReplyDeletebought at 0.48
kamsia hng kor.
aiya..missed!
ReplyDeletecongrats Hng & CK!
yeahhhhhhhh
ReplyDeletesold off all YTL Power-WB at 52.5sen
ReplyDeletegreat job, hng!
ReplyDeleteHng
ReplyDeletePower !!! Congrats ya :-)