DAY TRADES : 12/11/2013
DAY TRADES : 14/11/2013
DAY TRADES : 15/11/2013
1. CSL - Bought at 0.215, sold back 0.215. Loss fee. :(
2. YTLP-WB - Sold all between 0.715 - 0.72. ^^ Handsome profit on this. ^^ Will try to buy back if dip back.
3. YTLPOWR - Bought some in at 1.89. ^^ YTLP-WB is currently trading at premium, hope to ride on YTLPOWR instead as the shares buyback is still intact. Most likely will last till their AGM. ^^
4. Good Luck. ^^
Horse
ReplyDeleteCongrats on handsome profit. Do you think we should also watch water stocks now?
Thanks alwayswin.
ReplyDeleteYup, i think is worth taking a look at water stocks now as year end is approaching. ^^
Good Luck.
buyback CAP at 42sen
ReplyDelete劉添和欲70仙收購 中汽零件私有化
ReplyDelete17 Nov 2013 15:02
（吉隆坡17日訊）消息傳言，嘉金（GPLUS，2968，主要板房產）前董事經理劉添和有意以每股70仙，私有化中汽零件（CAP，5229，主要板工業）。
消息來源向《中國報》指出，以劉添和為首的一方，與中汽零件董事經理李國清洽談，以私有化中汽零件。
一旦完成私有化中汽零件，劉添和計劃將中汽零件在印尼股票交易所（IDX）掛牌上市。
消息說：“印尼市場具備龐大成長空間。收購方有意將中汽零件定位成印尼公司。”
據悉，李國清通過國泰國際控股有限公司（GuoTai International Holding Limited）共持有中汽零件75%股權。
不過，根據中汽零件的年報，截至2013年5月14日，李國清通過國泰國際控股有限公司持有中汽零件6375萬股，或10.63%股權。
據了解，劉添和正與何錦坤（譯音He Jin Kun）進行上述活動。
龍籌股中汽零件是在今年1月30日上市，每股發售價為68仙。
上市不到一個月（2月7日）因股價異常波動，遭馬交所發出“異常交易活動”（UMA）質詢。
該集團回應指出，股價下跌可能是因為大馬股市近期市場氣氛欠佳。
中汽零件2013財年次季（截至6月30日）淨賺2007萬3000令吉。
截至週五（15日）閉市，中汽零件股價報43仙。
hng,
ReplyDeletemay share why you bought back CAP? Looks volatile.
Thanks.
Ig
ReplyDeleteBonus warrant 1 for 2 , exercise at 35sen.
do you plan to sell before bonus issue or keep it? price may drop quite a bit after issue.
ReplyDeleteIg
ReplyDeleteInvest in CAP and CSL (bought at 21.5sen) are just for very short term trading.
Sold all my YTLPOWR at 1.91.
ReplyDeleteBought them all back at 1.89. ^^
COntra gain of 2sen profit. ^^
hng,
ReplyDeletescalping can make $$$ too when the opportunity is right. hope to learn more from you & horse on this type of trade :)
Follow hng bought CAP at 0.415. ^^
ReplyDeleteBought more YTL at 1.60. ^^
horse
ReplyDeleteMe also contra play on YTLP, sold first all YTLP at 1.93 (q at high volume that attract sbb to buy), later lucky buyback again at 1.90, make 3 sen intragain instead on 4sen contra gain.
horse
ReplyDeleteAlso bought YTL at 1.60 and sold off Glomac at 1.11
sold partial WCT at 2.45, realize contra gain
ReplyDeleteBuyback 8.76m share, 71% of today total volume, range 1.89-1.93, increase 0.12% stake, cumulatively at 6.29% in treasury stock now.
ReplyDeleteCAP Q3 result EPS= 4sen; cumulative 3Q EPS 10sen, Annualized EPS= 14-15sen; PE: 3x; NTA: 54sen.
ReplyDeleteCommand gross profit margin 33%
I presume the 20% payout net profit as dividend should be announce in the last quarter result; first and final dividend of 3sen is expected.
Aside, balance sheet report in RMB, CAP have supplement result in Malaysia ringgit: Cash is RM 231m; borrowing RM 11.2m, net cash RM 219.8m, translating to net cash per share 36.6sen/share or 87% of current share price is support by net cash.
每股70仙私有化？ 中汽零件澄清不知情
ReplyDelete（吉隆坡18日訊）針對傳聞指劉添和有意以每股70仙，私有化中汽零件（CAP，5229，主要板工業），中汽零件澄清，對此事表示毫不知情，也未接獲任何獻議。
該公司今日在馬證交所發表文告指出，李國清與其他大股東，對私有化傳聞毫不知情。
首9個月賺5789萬
本報昨日引述市場消息報導，指嘉金前董事經理劉添和，有意以每股70仙，私有化中汽零件。
報導也指出，劉添和正與何錦坤（譯音He Jin Kun）進行上述私有化活動。
導指出，劉添和正與中汽零件董事經理李國清進行洽談，計劃私有化中汽零件后，將中汽零件在印尼股票交易所掛牌上市。
另外，中汽零件今日向馬證交所報備，2013財年第3季（截至9月30日）淨利與營業額，分別為2366萬8000令吉和1億445萬令吉。
首9個月，中汽零件取得5789萬1000令吉淨利，營業額為3億1100萬8000令吉。
中汽零件閉市報42仙，下滑1仙，成交量達2550萬8600股。
sold off wb at 76sen, realize 4sen gain
ReplyDeleteBought more YTLP at 1.90
Sold off WCT at 2.45-2.46, realize contra gain
sold off WTK at 1.30, realize slim gain
sold off YTL at 1.62, realize contra gain
bought more CAP at 40.5sen, average down holding cost
Buyback 9.4m share, 66% of today total volume, range 1.89-1.92, increase 0.13% stake, cumulatively at 6.42% in treasury stock now.
ReplyDelete19/11/2013 17:39
Sold CAP at 0.405. Loss 1c. :(
ReplyDeleteSold YTL at 1.61. Gain 1c. ^^
Just saw the announcement there is interim div 1sen declared for CAP. May be i sold too early ?
ReplyDeleteCAP declare interim dividend 1 sen TE, expect another final dividend after Q4, should be another 2sen, which is based on 20% dividend policy of FY EPS =15sen. Annualized dividend should be 1sen + 2sen =3sen , yield 7.5% nett
ReplyDeleteCAP also abort 10% private placement to be issue at just 35sen (unfair to IPO at 68sen and exiting shareholder), no more dilution effect from private placement.
CAP continue to proceed bonus warrant 1 for 2, exercise price at 35sen to reward shareholder and average down exiting shareholder /IPO subscriber holding cost
horse
ReplyDeleteHave you sell your Glomac? Seem many negative policy will impact housing industry now After real estate gain tax; abortion of DIBS, now all property value must assess based on net selling price instead of gross selling price which mean if developer give rebate to buyer, must deduct from property price in SPA.
Will try to avoid bank, property stocks or just for short trading purpose.
国行三度出手打房 衝击银行產业领域
財经 2013年11月19日
（吉隆坡19日讯）安联投行研究部门指出，大马国家银行日前向银行领域发出「促进房產市场可持续发展措施」通告，限制银行为提供利息优惠的发展计划融资，並要求以净售价计算贷款对估值比例（LTV），分析员预期，这些措施將衝击银行及產业领域的投资情绪。
国行于上週五发通告，推出更严谨的条例，以確保房產市场可长期持续发展。
这些措施包括，禁止金融机构发出贷款予任何提供利息资本化计划(interest capitalisation scheme，简称ICS）的房產项目或购房者；以净售价而非总售价来计算贷款对估值比例（LTV）。
这除了符合2014年財政预算案的打房政策，也是国行2013下半年来第三度出手打压家庭债务。
限制融资ICS
安联研究表示，对禁止发展商承担利息计划（DIBS）的条例並不感到意外，但以净售价为计算LTV基础的新条例感到非常意外，並对此持负面的看法。
在2014年財政预算案后，发展商原本计划提供其他形式的优惠给购房者以取代DIBS，以摆脱预算案打房的负面衝击。
然而，国行决定以净售价来计算LTV，这將抵销所有为降低前期费用的优惠。
值得留意的是，此条例不单影响已负担2项或以上房屋贷款的人士，还包括首次购买房屋者。
换言之，购房者的负担能力將受到影响，继而导致房產贷款的成长速度走缓。
至于禁止金融机构为任何有使用利息资本化计划（包括DIBS）的房產项目或购房者提供融资，安联研究表示，DIBS之下的房屋贷款只占银行领域总按揭贷款的小部份，所以预期该新条例將不会对银行领域带来显著的影响。
「大部份银行所发出的房產贷款中，涉及DIBS计划的只占总按揭贷款的1%至3%比重，而且今年核准的按揭贷款当中，少过10%是涉及DIBS计划。」
展望2014年，安联研究预测新条例以及津贴合理化计划等，將进一步减缓贷款的成长速度和造成信贷成本上升。无论如何，该研究分析员在进一步確认新条例对银行带来的影响之前，维持银行领域「增持」的评级。
至于房產领域，分析员估计，这些措施將打击房產领域明年的销售表现，而房產价格则预计大部份將会保持不变，並维持该领域「中和」的评级。
在週二整体股市上涨的趋势中，金融指数及產业指数是少数呈下滑的领域指数。金融指数跌29.21点或0.18%至16502.25点；而產业指数则下滑0.65点或0.05%，至1295.66点。
Technically, CAP already oversold partly due to disappointment rumor of 70sen take over deny by management. CAP should regain momentum today as 1sen interim dividend + expected 2sen more final dividend in line with company to payout 20% of net profit as dividend, which based on annualized EPS=15sen, 20% payout = 3sen.
ReplyDeleteIn addition, CAP have abort to private placement 10% which will cause dilution to company earning, but proceed bonus 1 for 2 free warrant to reward exiting shareholder.
Share price continue slump with unknown reason :(
ReplyDeleteHorse can buy back CAP now
ReplyDeleteI'll hold on and wait until CAP announce bursa approval for its free warrant first. In the meantime, will hold on to entitle the interim dividend 1sen next month, and perhaps hold till final result Q4 and assess whether CAP indeed fulfill its dividend policy to payout 20% net profit or interim 1sen + final 2sen
ReplyDeleteBought more DRB-HICOM at 2.44-2.45
ReplyDeleteBuyback 8.39m share, 66% of today total volume, range 1.91-1.93, increase 0.12% stake, cumulatively at 6.54% in treasury stock now.
ReplyDeletehng,
ReplyDeleteGLOMAC - Sold all at 1.12. 4sen profit. ^^
IGBREIT - Sold some at 1.27. 1sen profit. ^^
Teng,
ReplyDeleteCAP - I will monitor for a while before buying back. Hope to grab lower, maybe at around 0.37 - 0.38. ^^
Horse
ReplyDeleteI grab some CAP at 38.5 to 39.5. Small quantity only
I still hold some IGBreit,and now lost count about my cost,but should be less than 1.25 after taking into account of 3+ cents dividend
On behalf of CAP, Mercury Securities Sdn Bhd is pleased to announce that the additional listing application in respect of the Proposed Bonus Issue of Warrants have been resubmitted on even date to Bursa Malaysia Securities Berhad. Further, the additional listing application in respect of the Proposed Private Placement have also been retracted on even date.
ReplyDeleteThis announcement is dated 20 November 2013.
漸鬆綁爭國際地位 人民幣兌美元再創匯改新高
ReplyDelete（上海20日訊）隨著中國央行行長周小川指出，中國將有序擴大人民幣匯率浮動區間，並基本退出常態式外匯市場干預，人民幣兌美元中間價報6.1305元，再度刷新匯改以來新高紀錄。
“中央社”報導指出，人民幣兌美元匯率中間價昨天報6.1317元。
人民幣兌美元匯率中間價在11月14日以6.1315元創下匯改以來新高點，今天則以6.1305元改寫歷史新高紀錄。
目前人民幣兌美元匯率只能在當日中間價上下1%的范圍內波動。
永豐金控首席經濟學家黃蔭基指出，中國大陸近年的人民幣匯率升值幅度，約以每季0.5%、每年2%的幅度進行；今年至目前為止，累計升值約2.4%。
人民幣兌美元匯率最新價位為6.09元，推估將持續朝5字頭的價位前進，明年可望落在5.69元水準。
黃蔭基解釋，從這項政策宣示觀察，人民幣勢必要走國際化，並逐步由貿易貨幣，進入到投資貨幣，並推向成為儲備貨幣；過程中會升值，但不會太快，畢竟升值太快會影響出口。
儘管周小川並沒有給于任何時間表，但外匯交易員幾乎一致認為，中國央行不會立即擴大人民幣交易區間。
台大經濟系教授林建甫說，人民幣國際化是主要政策方向，一方面不願再被美元綁架，並希望增強中國大陸在國際社會發言權。
他也說，升值幅度難以預期，若是升值太快，出口成本增加，恐引發失業等問題。
hng & Teng,
ReplyDeleteDon't know why, some how i have a strong feeling CAP & CSL possess some similarity there interm of price movement.
Both from China and share price drifted lower.
Continue to monitor first.
Good Luck. ^^
sold back DRB at 2.48-2.49, realize contra gain first
ReplyDeletehorse
ReplyDeleteI'm actually compared XDL and CAP, as both have on same date announce corporate exercise with XDL proposed right share + bonus share + free warrant; whereas CAP proposed private placement + free warrant.
However, CAP have revise their proposal to just proceed free warrant, no private placement, no dilution impact + declare dividend
Horse
ReplyDeleteCAP/CSL for short term play. They are too good to be true,esp CSL( PE<2,NTA RM1 etc). Fund managers should sapu their shares if their profit is indeed so good
Volume shrinking, likely hit bottom already......with Yuan getting stronger, have stock with business base in China can ride on it. In the meantime, let hold on it, waiting for value to emerge in next few month
ReplyDeleteNov: announce interim dividend
Dec: announce free warrant 1 for 2
Jan: ex-date for warrant entitlement
Feb: announce final dividend.
Too good to be true, sound like financially fruad for personal gain. ^^
ReplyDeleteMust be very careful on this. ^^
Good Luck. ^^
YTLPOWR - Bought more at 1.91. ^^
ReplyDeleteIGBREIT - Bought back at 1.26.
IGBREIT - Buy more at 1.24. ^^
ReplyDeleteYTLPOWR - Sold back at 1.94. ^^ 3sen contra gain.
ReplyDeleteBuyback 8.26m share, 74% of today total volume, range 1.91-1.94, increase 0.11% stake, cumulatively at 6.65% treasury stock now
ReplyDeleteToday also scalp trade on DRB, sold at 2.48-2.49 in the morning, buy back at 2.46 in the afternoon
ReplyDeletehng & Teng,
ReplyDeleteI will hand off CAP for the moment. Not touching this counter until i am truely understand their accounting. Maybe China based company need to be assessed differently.^^
Be careful with this.
Good Luck.
Sold off all YTLP at 1.94, realize handsome profit gain
ReplyDeleteSold off Magnum at 3.27-3.28, realize slim gain
Bought Bjtoto at 3.98-3.99
Buyback 11.46m share, 67% of today total volume, range 1.92-1.95, increase 0.16% stake, cumulatively at 6.81% in treasury stock now.
ReplyDeleteYTL ‘Track 3B’ bid hits snag
ReplyDeleteYTL POWER International Bhd’s bid to win a 2,000-megawatt (MW) power plant project under “Track 3B” looks to be in doubt due to compliance issues.
It is learnt that the Energy Commission has called in one of YTL Power’s key equipment suppliers in the Track 3B project for
a meeting this week.
The commission needs further clarification on YTL Power’s bid and is doing further audit, said people close to the tender process.
It is uncommon for equipment suppliers to be called in for a meeting, they said.
The equipment supplier is said to be a foreign-controlled boiler contractor for YTL Power’s bid.
YTL Power is seen as the front-runner in the multi-billion ringgit project as its bid of 25.12 sen per kilowatt hour (kWh) is the lowest in the tender called by the commission.
Competing bidders include heavyweights 1Malaysia Development Bhd, Malakoff Corp Bhd and Tenaga Nasional Bhd.
However, doubts about YTL Power’s compliance with the commission’s standards have been raised.
Sources said the commission has instituted world-class standards to ensure that Malaysia’s energy security remains efficient, sustainable and reliable well into the future.
In the Track 3B project, the power plant must be based on proven ultra-supercritical (USC) or supercritical (SC) technology.
To ensure the plant's reliability, the commission requires all equipment to have a proven track record. This means that any unit used in the power plant must be of similar design and technology to five units already in use.
They must also have an output capacity of at least 700MW each and have been in successful operation for three years or more.
Sources said in the USC category, YTL Power's boiler contractor is untested. The contractor had only recently won its first bid to supply USC equipment, although it has previously supplied equipment in the SC category.
However, there are fewer than five boilers manufactured by it being used in plants of 700MW and also been in operation for more than three years.
This means that the contractor has fallen short of the commission's requirements.
It is learnt that moving up to a boiler suitable for a 1,000MW plant requires not just scaling up the boiler, but also other considerations, such as the need to use different materials, strengthening every pipe, nozzle, joint, nut and bolt, and re-designing the mechanism to cope with higher pressures and output requirements.
Some news on INSAS
ReplyDeletehttp://www.btimes.com.my/Current_News/BTIMES/articles/20131124235242/Article/index_html