DAY TRADES : 26/11/2013
DAY TRADES : 28/11/2013
DAY TRADES : 29/11/2013
1. BJTOTO - Bought range from 3.90 to 3.96. Used up all fund.
2. YTLPOWR - Sold at 1.95, bought back at 1.94.
3. YTL - Sold some at 1.62.
4. YTLP-WB - Bought some at 78sen.
5. Good Luck.
36 comments:
Bought Jtiasa @ 2.36.^^
btoto cancel listing in singapore should be good news.
ck5354,
BJTOTO cancel listing in SG indeed is a good news at this juncture. REIT is not performing well lately, judging the poor condition it is good not to list in SG. ^^
Good Luck.
YTLP-WB - Sold all at 0.79.^^ 1sen profit.
Jtiasa - sold all at 2.30.^^
YTLP-WB - Bought in at 0.77 & 0.78.
horse, hng,
ytlp-wb keep dropping. any idea why? could it recover back to above 0.79?
YTLP - Bought 1.85, sold back 1.87. Bought again at 1.84. :(
YTLP-WB - Bought at 0.705.
BJTOTO - Sold all at 4.06. ^^
YTL - Bought at 1.60.
lg,
Heavy selling force, not sure whether due to non-shariah compliance issue. If so, some government body would likely trigger some selling here causing price to come down. If this continue most likely more downside envisage. :(
The shares buyback seem not eating up anymore, they just let the sell down take it course and buy them at lower price.
2 approaches you can do, either cut now or keep for it to recover.
Cut now, you can probably collect them back at lower price.
Keep mean you practically can ignore it for a while. Wait till the "cow come home". If the cow really can come home them you will be relief.
I think this cow still have some hope there, hopefully.
Good Luck.
s
The selldown is very likely due to non-shariah compliance issue. I think LTH hold 1.99% stake is culprit causing selldown today. EPF and fund under PNB can still invest in stock even is non-shariah compliance, e.g EPF have increasing stake in DRB even its non shariah compliance, which only recently re-enter into latest list.
I think if privatization is still on table, current YTLP non compliance shariah issue could offer good take over opportunity by YTL through share swap from non shariah compliance YTLP to YTL which is shariah compliance
As non-compliance shariah issue mainly due to financial ratio between cash and debt in conventional banking vs. islamic banking, it could be solve if YTL after take over YTLP via share swap taking more Islamic sukuk loan locally to finance bullet train/project 3B/expand LTE locally
楊忠禮通訊280億擴網絡 冀5年內收支平衡
（吉隆坡4日訊）楊忠禮通訊（YTL Communications）至今已投入280億令吉擴展網絡業務，並有信心可在3年至5年內達到收支平衡。
楊忠禮通訊總執行長李永鉅說：“公司目前網絡覆蓋率達到85%，在國內有超過4000個訊號發射站，未來還會再增設百多個發射站。將來也會將網絡範圍擴展至沙巴和砂拉越。”
他指出，該公司網絡擴展計劃資金主要從公司內部籌資，暫不打算上市，主要因為不希望受投資限制；該公司目前擁有70萬名用戶。
李永鉅今日出席該公司與英特爾備忘錄簽署儀式，如是說道。
上述合約內容為雙方共同研究推出可支援Chrome與安卓（Android）作業系統的英特爾4G筆記型電腦和平板電腦，作為教育用途之用，以進一步推動政府所推行的互聯網系統“1BestariNet”教育計劃。
今日出席者包括楊忠禮機構（YTL，4677，主要板貿易）董事經理丹斯里楊肅斌，和英特爾亞太區副總裁和總經理布萊恩。
楊肅斌指出，公司相信新世代的孩子都能夠透過網絡提高國際競爭力，良好的網絡聯繫能讓他們在任何時間，任何地點都能夠獲得知識。
“自2011年起，該公司致力為全國1萬所小學與中學，提供快速的4G網絡，及與教育部合作推出雲端虛擬平台，青蛙虛擬學習模式（Frog VLE）。”
YTLP is not shariah compliance but YTLC is. Interesting
Bought some YTLP-WB at 66 cents.Hope to make quick money
horse, hng,
i still hold a small portion coz not willing to let go..haha. But it could be wiser to sell whilst still can lock in profits eventhough lower & look for opportunity again to buy back again.
Thanks.
I think since sbb is not aggressive now, waiting for LTH and possible fund under PNB like ASB, value cap, ASIM and GLC fund like EPF and Kumpulan Wang Persaraan to take lead to selldown their stake, better to cut loss now and wait later for selling pressure to ease after 1 month grace period for them to dispose off their stake due to non shariah compliance issue.
Aiyo,if no share buy back by YTLP later today,tomorrow may have to cut loss
Unlike SP setia, whereby these stock also non shariah compliance due to financial ratio, but PNB and EPF can still hold on it so long their holding cost is lower than market price, but in YTLP case, share price have surge due to sbb, all these fund MUST dispose their stake within 1 month grace period if they wan to follow shariah rules
I cut loss both YTLP & YTLP-WB. :(
Vomit back 24% of my profit from YTLP-WB.
See if there is any chance to buyback when the price stabilised.
Managed to clear all at 0.665 before it falls further.
Should the price drop continues this 1 month,very soon we can collect again around 0.50.
Hopefully next week the selling price will ease since it has been badly bashed down this week.
I'm cutting loss too today, erode my profit as much as 15% of earlier gain in WB. Still tolerable as investment come with risk and reward.
The scary thing is the pattern in trading is very difference compared to previous sbb in charge, now in bid and sell seem very similar in last 2 days selloff....seller will sell without q first and buyer only relatively small volume awaiting
Being non shariah compliance could be big issue for YTLP. Lets look back its shareholding
1. EPF: 6.51%
2. ASB: 4.35%
3. Value Cap: 3.47%
4. Kumpulan Wang Persaraan: 3.19%
5. LTH: 1.99%
6. ASM: 1.18%
7. ASD: 0.94%
8. AS1M: 0.82%
9. Wawasan 2020: 0.80%
In summary:
GLC (EPF + Kumpulan Wang Persaraan) = 9.7%
Fund under PNB management (ASB, Value cap + ASM etc): 11.56%
LTH: 1.99%
The only possible catalyst now is YTLP award 3B project. But now YTLP is also facing non compliance issue in 3b for its subcontractor qualification even won at lowest bid. I think 1MBD could exploit opportunity to take over YTLP as second lowest bid which is need to boost its confident and prepare for next year IPO. The rfinal result will be out very soon, lets hope for the best for YTLP based on its merit.
The non shariah compliance could lead to drastic shareholding change....The total collective stake for GLC (EPF + Kumpulan Wang Persaraan = 9.7%); Fund under PNB management (ASB, Value cap + ASM etc 11.56%) and LTH: 1.99%, give rise to 23.25% in YTLP.
Under minimum scenario, only affect LTH, but under maximum scenario, it could affect entire GLC and fund under PNB if they decided to follow shariah rules.
Better take a short break on YTLP. ^^
Move to YTL better.
YTLP-WB recover so fast. Sold all at 67 cents for small profit.Good I have meeting just now and did not sell at loss
All
Theedge reported YTLP may become KLCI component stocks.This will a boost for YTLP
Teng,
good timing!
LG
Luck
Bought back MBSB 2.66
Teng
We must aware that YTLP share surge in recent month mainly due to sbb, if sbb lack of momentum now for whatsoever reason, non shariah compliance will force at least LTH to dispose off their stake and thus creating share overhang, and selling pressure. Even news confirm that YTLP could include in KLCL component next week, YTLP share performance will still largely rely on sbb
Hng
Agreed.Also,YTLP treasury share is >8%,and YTLP need to cancel treasury share if want to buy back more own share
Hng, Horse, Teng
Do you think removal of Airasia from Syariah list will affect AAX? It is at pretty low price now.
Alwayswin111
To some extend( esp short term),price will be affected
AAX is already 20% below IPO price.Should be well supported at current level?
I am no big fan of airlines/aviation counters
I also not prefer airlines counters.
PAVREIT - Sold at 1.30.^^ 1sen profit.
YTLPWR - Buy 1.77, Sold at 1.79. ^^ 2sen profit.
Teng, Horse
Thanks guys.
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