DAY TRADES : 3/12/2013
DAY TRADES : 4/12/2013
DAY TRADES : 5/12/2013
DAY TRADES : 6/12/2013
1. BJTOTO - Sold all at 4.06. ^^
2. PAVREIT - Bought at 1.29, sold back at 1.30.^^
3. JTIASA - Sold all at 2.30. ^^
4. YTLP-WB - Bought in at 0.77, 0.78 & 0.705 respectively, cut loss at an average price of 0.655. :(
5. YTLPOWR - Cut loss at an average price of 1.79. :( loss 10sen. Bought all back at 1.79, sold back at 1.81. Recover back 2sen. Again bought all back at 1.77, sold back at 1.79, recover back 2sen. Overall still make a loss of 6sen. :(
6. Good Luck. May the best price be yours always.
35 comments:
Teng,
Are you still holding Uchitec? What do you think of it's business growth prospect for 2014?
Yes,still hold quite a lot
I sold half at 148 next day after Uchi announce poor result. But bought back almost all 142
Today sold some again at 146
I was surprised revenue/profit down even at local currency level.
LG
Uchi today announce their pioneer status has been granted by government for another 5 years.So even with lower dividend( eg 10 cents TE),it is still worth to hold at current price
Teng,
Thanks for the news. will keep it for time being.
Bought IGB REITs at 1.20
Hng
Reits esp with portfolio in KL hit by higher assessment fee by DBKL and also higher electricity cost next year. Having said that,RM1.20 is good price to enter IGBreit,and I still hold some IGBReit
Bought back Uchi at 1.44
Bought WCT at 2.16
CMMT - Bought 1.39-1.40. SOld today at 1.41. ^^
WCT - Bought from 2.16 to 2.20 today.
YTL - Sold some at 1.62. ^^
Bought Bjtoto back at 3.98
Vincent Tan (father) + Robin Tan (son, CEO) + share buyback, all take action, buyback share from open market
I believe current price is already at hard bottom. The selloff could be due to some fund manage portfolio readjustment ahead of upcoming next financial year. With LTH and EPF both accumulating, once the selling force subside, share will rebound strongly. The next catalyst will be able secure project by end of these month or early 2014.
Fundamentally, WCT should be in good footing already as it has gradually less dependent on construction order, shifting more focus on property development and property investment. Its major refurbishment on Skudai megamall, KL is progressing well, scheduled to open in 2015, follow by OUG megamall, JB
WCT also at current quarter launched both high-end Medini Signature in JB; Paradigm Residence in kelana Jaya;
Hng
Paradigm Residences selling RM1kpsf. Not sure WCT able to sell most units,but I heard response are pretty good
I call the sale office, Medini Signature tower A (80% take up rate); Tpwer B (60% take up rate)
Price for 750 sqft, 2 bedrooms, partial furnish: RM 594k
I think WCT share price should trade above RM 2.20 soon
Hng
I also bought WCT at 2.18
Teng
I've yet to check the take up rate for Paradigm Residences, price for RM1kpsf is acceptable as these is service apartment with 4 star hotel at the top part of the tower, fully furnish.
WCT Gateway KLIA2 is schedule to open in May 2014. Although the mall already completed, but KLIA2 itself is delaying. The mall already secure more than 75% tenancy and is in the midst of renovation, due to the delay, WCT force to give more rebate to compensate tenant.
BJTOTO - Bought at 3.98. Waiting for it 2nd interim dividend. ^^
horse
Hope Vincent Tan can compensate shareholder opportunity loss due to business trust with better dividend payout
Bjtoto buyback 1.0m share, about 25% of today total volume trade, range 3.97-4.01
WCT - SOld partially at 2.21. ^^
YTL - Bought back at 1.60. ^^
hng,
Ya, Hopefully BJTOTO can pay higher dividend this time round. Think dividend will be announced sometime next week. ^^
horse
Today, i also bought same amount of unit for WCT-WC at 41.5sen to prepare and to keep exposure to WCT if share price can rebounding more.
Lets hope to reap more profit before year end :D)
Use up all available margin line, bought more bjtoto at 3.97; WCT-WC at 41sen
YTL - sold back 1.62. 2sen profit.^^
Queue both WCT and WCT-WC
Sold off WCT at 2.19, realize contra gain,
Bought more WCT-WC at 40-40.5sen
Bought also some CMMT at 1.33
Bought back some YTLP-WB at 65-66sen
I do share many concern over China base company about their too good to be true financial result. However, if company indeed make promise to payout 20% net profit as dividend and materialize it in stage, as shareholder, i will prefer to opt for long term investor and keep on receive cash dividend (ex date 16 Dec) + freebie bonus warrant. CAP have announce entitlement date for its bonus warrant 1 for 2, ex-date on 26 Dec
Below is the search result from Baidu, china base web search to at least show CAP indeed exit and operate in China.
泉州凤顺汽车零部件有限公司
泉州凤顺汽车零部件有限公司，创建于2004年9月，为外商独资企业，于2013年1月在马来西亚交易所主板上市（股票代码：5229.KL），成为泉州地区首家汽车配件上市公司。公司主要生产汽车配件和机械配件、五金冲件等，是一家集体产品研发设计、生产制造、销售服务、品牌运营为一体的综合性创新型企业，也是国内著名重型汽车底盘零件生产龙头企业。
目录
1企业简介
2企业发展历程
3企业文化
1企业简介
公司占地13123平方米，建筑面积约34858平方米，是充满现代气息的新型工业区。
公司主营多种车型（特别是载重汽车）的半轴、U型螺栓、扭力胶芯、轮胎螺栓、钢板销等产品，拥有“培力PL、力顿LIDUN、索力SUOLI”等注册商标。公司视质量为生命，先后通过ISO/TS16949:2009等质量和管理体系的权威认证；以科技为先导，先后引进国际国内技术领先的先进生产设备及一整套实验设备；公司长期与多所高等专科院校联合定向培养人才，不断提升研发能力，并获得多项国家专利。目前，公司产品畅销全国各省、市、自治区、直辖市（含部分地级市，县级市）及海外三十多个国家。
“专注·精工”是凤顺人孜孜不倦的追求，凤顺人认为，只有专注才能专业，只有专业才能打造卓越品牌。凤顺人将紧紧把握历史赋予的机遇，锐意进取，开拓创新，再创辉煌，努力把凤顺打造成为全球领先、国际知名的汽车零部件领先品牌。
2企业发展历程
2004年，外商独资泉州凤顺汽车零部件有限公司成立，主要生产轮胎螺栓、螺母、钢板销等重型汽车底盘零部件。
2005—2006年申请注册“培力PL、力顿LIDUN和索力SUOLI”商标，进行品牌运营；研发并制造U型螺栓及扭力胶芯的合约生产。
2009年开始制造半轴，将产品系列拓展至5大类别。为今后成为重型汽车底盘零部件一站式专家奠定基础。
2011年完成生产中心的一期建设并投产，建筑面积约18690平方米；申请并取得5项实用新型专利；申请并通过ISO/TS 16949:2009质量管理体系认证、GB/T19001-2008质量管理体系认证、GB/T28001-2001职业健康安全管理体系认证GB/T24001-2008/ISO14001:2004环境管理体系认证；“培力”品牌产品加入中国质量检验协会数码防伪和物流管理服务系统。
2012年荣获中国汽车配件行业“十大民族品牌”、慧聪网“2011年度（第七届）中国汽车配件行业十大潜力品牌”称号；申请并取得多项专利；“力顿”、“索力”品牌产品加入中国质量检验协会数码防伪和物流管理服务系统；销售网络覆盖全国各省、市、自治区、直辖市（含地级市，县级市）及海外三十多个国家。
2013年于马来西亚交易所主板成功上市，成为泉州地区首家汽车零配件上市公司；公司二期建设全部完成，总建筑面积达34858平方米；在专利技术方面取得了多项重大科研突破。
3企业文化
企业精神-----专业、诚信、品质、超载
经营理念-----锐意进取、持续发展、创新价值
企业愿景-----创造客户价值最大化，力创中国强势品牌
服务宗旨-----用户至上、用心服务
匠心独运，人本管理
1、企业愿景
创造客户价值最大化、打造中国汽配领先品牌
凤顺的理想和追求，就是始终如一的致力于汽车底盘零部件装备的研发制造，品质不断超越，打造这一领域的中国第一品牌。
2、企业使命
守护安全，连结成功
企业使命是企业存在的理由和价值。作为汽配行业的佼佼者，凤顺以“守护安全，连结成功”为己任，倾力为客户提供环保高品质的产品，为客户创造安全，为合作商创造价值，为员工创造平台，为社会创造财富。
3、企业精神
专注 诚信 品质 超越
专注诚信是凤顺从高层到员工普遍具有的精神，凤顺从创立到辉煌都是创业者带领员工不懈努力下打拼出来的。我们坚守岗位，认真负责，生产中不断追求效率，研发中不断开拓创新，为产品更高的品质追求和企业更远的发展愿景提供强大动力。
4、服务宗旨
用户至上 用心服务
用户是实现凤顺企业价值和产品价值的关键，也是凤顺和顾客之间的纽带。用户的利益与凤顺的成败是紧密联系的。我们不但设计、制造，更提供用心的服务。
5、经营理念
（1）锐意进取
凤顺致力于汽配的脚步永不止息，凤顺每一位员工在每一道工序上通力合作，精工细作，以锐意进取精神实现品质领先于同类产品。
（2）持续发展
质量是生命线，品质的不断进步是持续发展的有力支撑。凤顺始终站在客户的立场，注重客户的选择，理解客户的意愿，满足客户的喜好，给予客户全程服务。
（3）创新价值
凤顺不断关注客户需求，勇于创新。每一个凤顺人都在为创新而不断进行积累，使创新成为厚积薄发的产物，在创新的基础上不断追求更高的品质和市场，在企业前进的道路上永葆企业活力。不断创新将帮助凤顺真正实现伟大跨越和实质性提升。
Sold CAP at 40.5 cents today. Bought at 39-39.5 cents
Teng
Today is last day to be able to entitle dividend.....+ upcoming bonus warrant 1 for 2, ex on 26 Dec
BJtoto also declare divided of 6sen
Bjtoto decrease in profit mainly due to the corporate exercise expenses incurred pursuant to the proposed listing of STM Trust (which was aborted) in the current quarter under review
BJtoto will able to declare 100% of its net profit as dividend. Based on 1 half financial result, EPS is 13sen, but only declare first interim 4sen and current second interim 6 sen dividend. The second half financial will be much stronger and lets assume same EPS record as last year, give rise to total EPS = 28sen, the subsequent third and fourth dividend will need to play catch up to match its 100% payout by declare at least 9sen each, give rise to total 4sen (Q1) + 6sen (Q2) + 9sen (Q3) + 9sen (Q4) = 28sen, equipment to 7% net yield
YTL - Sold some at 1.62. ^^ 2sen profit.
YTLP-WB - Bought 0.655, sold 0.66.^^
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