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

Wednesday, November 6, 2013

KLCI supported at 1803. Earning season again in Nov

KLCI slid but remain supported at 1803.
Stock companies are expected to release their quarterly earnings in the next week or two and will provide fresh catalyst for shares price movement.. A game of anticipation is on the way....

Recent profitable trades : -
Daiman, E&O, HapSeng, KSL, Luxchem,
Maxis, Pantech, Paramon, PJ Dev, Scientex, Supermax,
TA, TDM, YTLPwb
Likes Daiman, HapSeng. KSL, Luxchem, PJDev, TA

Recent unprofitable trades : -
IGBReits, Ivory, Johotin, MKLand, Tropicana

My watchlist : -
TA, TAGB, Insas, YTLPwb

Thursday, September 5, 2013

Friday, August 30, 2013

Earnings again. KLCI recovering.....

KLCI recovers from last week low of 1660 to close at 1727 this Friday..
Good recovery and stocks that attracted my attention are Johor- related stocks, viz., Daiman, KSL, Scientex and other stocks like Tambun, E&O, TM, Maxis and Maybank.

Recent earnings declared:
Hap Seng (nta 163, Q/Qeps 4.7/ 5.2/ 5.8/ 4.9/ 9.7)
HapSeng Has increased their dv payout every half yearly from 4.5c to 6c and recent was 8c
Pays decent dv > 6%
HS Plant (235, 3.9/ 4.5/ 3.7/ 2.5/ 1.0) declares a 3c dv going ex. 30 Aug
Earnings of plantation stocks in general still remain weak

Tambun (076, 3.8/ 3.5/ 3.6/ 3.8/ 4.5) paid a 3.3c dv ex. 27th inst
TomyPak (099, 5/ 4/ 3.6/ 3.2/ 3.2) declares 2c dv going ex. 13 Sept
Tomypak pays 2c every quarter
Paramon (209. 4.4/ 4.4/ 4.0/ 4.4/ 3.2) declares a 2.5c going ex. 6 Sept
Luxchem (107, 4.4/ 3.1/ 4.6/ 3.5/ 3.8) declares a 3c dv going ex. 5 Sept
Pays decent dividend yield > 6% +

Maybank (512, 18.6/ 19.1/ 17.3/ 17.9/ 18.2) plans to pay 22.5c dv
Dv payout has decreased from 33c..
TM (191, 9.7/ 8.4/ 10.2/ 6/ 6) declares a 9.8c dv going ex. 10 Sept
Dv payout remains..
Daiman (489, 4.9/ 4.8/ 5.5/ 14.8/ 7.5) declares a 12c dv going ex. 5 Dec
KSL (316, 6.5/ 11/ 10/ 12.4/ 17.3)
Scientex (272, 10.9/ 11.6/ 11.9/ 13.7)
Why is KSL at RM 2 while Scientex is hovering in the RM 5 range..?

Wednesday, July 24, 2013

CPO price continues to tumble

CPO price continues to slide below USD 700 (RM 2230).
This is not conducive for the earnings of our local planters and is the reason why quarterly earnings have been plunging ... Read the full report below :-
Palm Oil Tumbles to Lowest Since 2009 as Global Supplies Climb
Providing more exposure to plantation stocks
Cepatwawasan 2Q profit falls 46% yoy on lower palm oil prices
Cepat at 94c (nta 132, Q/Qeps 1.7/ 1.9/ 1.1/ 1.2/ latest 0.9 sen ) PE= 94/5.1= 18 which is on the high side

Tuesday, May 28, 2013

Earnings Earnings Earnings. KLCI surges to 1776

UEML (nta 128, Qeps 1.3/ 2.5/ 2/ 4.7/ 4.9) Dv 3c going ex.23rd Jun
E&O (nta 126, Qeps 3.8/ 2.7/ 3.2/ 2.4/ 3.4) *** Expect to pay dv 4.5c
MahSing (153, 7.2/7.1/ 6.6/ 6.6/ 7.9)
Hua Yang (169, 9.1/ 11.4/ 15.2/ 10.0/ 8.6) Expect to pay dv 8.2c
Daiman (481, 7.1/ 4.9/ 4.8/ 5.5/ 14.8) ***
Tropicana (254, 2.7/ 8.4/ 12.5/ 8.3/ 5.5) ***
PJDev (208, 2.3/ 3.5/ 1.5/ 3.8/ 3.5) ***
Asas (215, 4.8/ 6.3/ 2.8/ 0.4/ 2.8) Dv 5c going ex. 1st July

TomyPak (098, 3.2/ 5/ 4/ 3.6/ 3.2) Dv 2c going ex.11th Jun
Johotin (173, 5.2/ 7.5/ 11.1/ 7.4/ 6 ) Dv 4.2c ging ex.3rd July
KJC (219, 6.1/ 4.1/ 6.2/ 10/ 6.9) Dv 6.25c going ex.20th Jun14

MPHB (249, 5.9/ 9.4/ 5.2/ 3.5/ 10.5) Dv 5c going ex.25th Jun
MBB (514, 17.6/ 18.6/ 19.1/ 17.3/17.9)
Boustead (453, 14/ 4.2/ 7.5/ 14.6/ 9.7) Dv 7.5c
Kulim (339, 5.6/ 163/ 5/ -103, 27.5)
TDM (517, 7.5/ 3.9/ 16.2/ 14/ 5.8) Paid dv 22c on 27th May

Happy investing ...

Monday, May 13, 2013

Another stock to load your portfolio

Here's another stock you should load into your portfolio:-

Paramount (207, 4/ 4.4/ 4.4/ 4) Paying a dv 5c on 11th Jun
Annual dv 3c + 5c = 8 sen, dv yield 8/160 = 5 % reasonable > FD
Limited downside, expect it to take RM1.80 in near future..

22nd May- Latest Qeps is 4.4c
Share price did surge to RM1.78 recently but has settled to 1.71 under selling presure in the last two days

Monday, May 6, 2013

GE 13 : RESULTS


Parliamentary: BN 133/ PR 89
State: BN 275/ PR&Oth. 230