Remember the LORD for it is he who gives you the ability to produce wealth and so confirms his covenant... Deut. 8:18

Thursday, October 30, 2014

Insas. CMMT.

If there's a stock I would  invest a lot of money in, it would have to be Insas.
Accumulating from 98 sen, RM1.00 and RM1.05
The movement 86/88c -> 96/98c -> 106/108c -> 116/118c.???
I think it's gonna move to RM1.19 strong resistance (former strong support).

Why the dip in CMMT stock price.?
Checking...

Monday, October 20, 2014

Telco DIGI. Maxis. Property Tambun

DIGI posted its latest Qeps of 6.2 sen and a dividend of 6.26 sen going ex on 5th November.
Looking at the six quarters of earning (Qeps 4.9/ 5.8/ 7.1/ 6.2/ 6.4/ 6.2) and dividend (Qdps 4.8/ 5.7/ 7.0/ 6.2/ 6.4/ 6.26), it certainly look like the earnings and the dividends are stagnant; not going to improve a lot.. Currently trading at RM5.95 with a trailing PE of 595/25.9 = 23 and dy of 25.9/595 = 4.3%, it certainly doesn't look very attractive holding DIGI for dividends..

Maxis has not announce its Qeps but looking at previous Qeps 7.0/ 6.3/ 3.9/ 6.4/ 5.9 and Qdps 8/ 8/ 16/ 8/ 8c, its now trading at RM6.62 with a traling PE = 662/ 22.5 =29 and dy = 32/662= 4.8% assuming Maxis will reduce its annual dividends from 40 to 32 sen,,

Prefering REITs now over telco: DIGI or Maxis which has PE ratio > 23
Will accumulate REIT and sell telco on strength

Selling Tambun shares (nta 086, Qeps 4.5/ 5.2/ 6.1/ 6.4/ 6.3/ ??) trading at trailing PE 224/ 24 = 9 with dy = 6.6/ 224 = 2.9%

Thursday, October 16, 2014

Stock market still depressed.

Heavy selling for the whole week at local stock market.
Oil & gas, plantation and property sector share prices plunging more than 20% from recent high..
Looks like stocks is entering a bear market with everybody in a panic mode selling their holdings and asking question later..

KSL rose as high as 4.97 last month and since then had slid to about 4.20 and is traded currently at 3.80
Daiman has dropped from 3.70 and currently trades at 3.00 mark
Tambun share price tumbled from 2.60 to 2.06
PJ Dev slid from high of 2.20 to 1.60 (more than 30%)
Paramount dropped from 1.60 to 1.43
TA shares price tumbled from 93 to 76 sen
Blue chips Maxis, DIGI and HapSeng seem to be holding well at 6.50, 5.84 and 4.00 respectively
Liquidate more than RM500k of stocks for last one month..
And the selling has not subsided with KLCI down by 1% at 1768 : 1001 losers dominating 64 gainers in the local KLSE market.....      Happy trading...

Monday, August 18, 2014

KSL. Daiman. Paramount.

KSL goes ballistic from RM3 since lasst posting, up and up towards the RM4 mark..Is there no stopping KSL..?
Another property player Daiman shares price seems to be going nowhere..
Accumulating .....
Paramount (nta 221, 3.2/ 4.1/ 4.3/ 5.7/ latest 5.4 sen) posted an impressive Qeps of 5.4 sen
Declares an interim dv of 2.5 sen going ex. 28th August.
Price has moved from 1.55 to current 1.75 range.. Trending towards RM1.90 ??

Thursday, July 31, 2014

KSL continues uptrend. Tambun. PJDev. Glomac.

KSL shares price continues to rise to new high hitting RM3.00 level
Over a month it has appreciated more than 30 % from RM2.30 range
Was accumulating from 2.30 range, 2.60+ level.
Even at 2.80 yesterday I was buying: And contra off at RM3.00 today
Best performer of the month in my portfolio...

Tambun continues to inch up from 2.20 to 2.50 range registering >13 % gain in price
PJ Dev (nta 221) continues to be in the limelight and soon will hit the RM2 mark
Glomac shares price has gone from 1.09 to 1.20: Sold too early, wait for it to come down at 1.07
KPS shares price has tumbled to RM1.50
Reits of IGB, Pavilion, Sunway at 1.30, 1.40, 1.43 levels

Continues to accumulate TA, KSL, trade Malton.. Waiting for SymLife, KPS, DRB, YTL, Pantech..

Thursday, June 26, 2014

Crescendo. Paramount

Crescendo (nta319, Qeps 9.2/ 12.7/ 21.4/ 13.1/ 2.4c) reported a Qeps of 2.4 sen, a 70% drop in earning compared to a similar quarter last year.
Pays 16c annually.. Declares a dv of 9c going ex. 8th Aug.
Buying in....

Paramount will be doing a rights issue at price of RM1.10 per RI on basis of 1 rights share for every 4 existing @ entitlement date 8th July 2014

Monday, June 23, 2014

Recent Trades:

Sold shares in WCT, Crescendo, MKH, KPS and Efficient..
Sold completely all YTLP and waiting for another plunge..
Let's watch and see if KPS (nta 222, Qeps 4.9/ 46/ -2.7/ 4.7) ever fall back to RM1.55 range
Decent gain from recent trades but not an awful lot.
Bought shares in KSL, HapSeng, IGB Reit, SunReit, PavReit and Malton..
Missed taking  position in Pantech

The following shares price rises on positive news of its landbanks and its steady recurring income:
Daiman rises from RM3.50 to RM3.80 (go read The Daily Edge's article on 17th June)
KSL up from RM2.17 to RM2.28 (ref. The Edge's article on KSL dd 23rd June). Should accumulate more of KSL shares..
Tambun moves from RM2.08 to RM2.18 today.

Scientex (nta 310, Qeps 13.7/ 13.8/ 13.3/ 15.3/16.4) declares a dv of 8c going ex. 17th July
It should cross the RM6.00 resistance easily when its second dividend is announced..
HapSeng continues its ascent from RM3.26 to RM3.56 over a two weeks period
It has a dv of 10c going ex 3rd July.. 
If it can keep up the half yearly dv of 10c, share price could hit RM4

My position in Reits has made some decent gain with SunReit giving the best return at RM1.45
Waiting for PavReit to catch up from RM1.37
IGB Reit is a good buy at this range of RM1.22