TM. Boustead. Esso. Earnings

TM Q4 eps 11.2 sen (nta 216, Q/Q 5/ 7/ 3/ 12/ 11.2) Fv= RM3.40 Now trading at RM3.80 w/ PE 11... Still very cheap... Propose Dv 13.1 sen... plus a capital distribution of 29 sen (RM 1.037b/ 3.377b shares).

TM is in my core holdings and have benefitted many who took my recommendations to buy in on my previous posting. Well, it doesn't fly like some of the stocks prices but it gives me a peace of mind and a piece of regular guaranteed dividends of at least 20 sen (5.5 %) per year.

So taking into consideration previous Dv 13 sen + impending 13 sen + 29 sen = 55 sen FY 2010, that's 55/360 = > 15% for many of my friends who're passive investors (those buy-and forget type) ...
Late buyers who got in at RM3.38 or RM3.48, gain = (13+29)/ 348 = 12 %

Boustead Q4 22 sen (nta 450, Q/Q 16/ 10/ 16/ 10/ 22) Fv= RM5.80 Now trading at RM5.40 w/ PE < 10... Propose Dv 12 sen, ex. 17th Mar... FY10 dividend yield (5+10+12+12)/ 540 = 7.2%... Proposed a dividend policy of 70 % profit payout to shareholders

Esso Q4 45 sen (nta 281, Q/Q 22/ 26/ 6/ 45) Fv=RM5.00 at PER 5. Now trading at RM3.00 w/ PE < 10... Expect Dv 14 sen

Axiata. IJM. Genting. MPHB. Earnings

Axiata Q4 eps -4 sen (nta 222, Q/Q 7/ 11/ 7/ 8/ -4 loss) Fv= RM2.10 Now trading at RM5.00 w/ PE 24... Sold my holdings...

IJM Q3 eps 10 sen (nta382, Q/Q 6/ 8/ 7/ 9/ 10 ) Fv= RM3.40 Now trading at RM6.25 w/PE 18... Looks like a selldown...
IJM Land Q3 eps 8.1 sen (nta 113, Q/Q 2/ 2/ 5/ 3/ 8.1) Fv= RM1.80 Now trading at RM2.80 w/ PE 16...
IJM Plant Q3 eps 5.3 (nta 159, Q/Q 5/ 2/ 4/ 6/5.3sen) Fv= RM1.73 Now trading at RM2.88 w/PE 16

Genting Q4 12.6 sen (nta 418, Q/Q 7/ 6/ 20/ 21/ 12,6) Fv=RM6.00 Now trading at RM10.40 w/PE 17...
GenM Q4 6.4 sen (nta 205, Q/Q 6/ 5/ 5/ 6/ 6.4) Fv=RM2.24 Now trading at RM3.30 w/PE 15... Buy

MPHB Q4 8.2 sen (nta 222, Q/Q 10/ 6/ 6/ 8/ 8.2) Fv= RM2.80 Now trading at RM2.60 w/PE < 10... Propose Dv 5, ex 10th Mar

MBB. THP. TDM. Earnings

1).. Maybank Q2 eps 15.7sen (nta 395, Q/Q 14/ 14/ 13/ 14/ 15.7sen) Fv= RM5.60 Now trading at RM8.88 w/ PE 16... Propose Dv 28 sen
2).. THP Q4 eps 8.7sen (nta 105, Q/Q 4/ 4/ 2/ 4/ 8.7sen) Fv= RM1.80 Now trading at RM1.90 w/ PE 11... Propose Dv 12.5 sen (12.5/190 = 6.6 pc yield)
3).. TDM Q4 eps 14.9sen (nta 315, Q/Q 10/ 9/ 6/ 13/ 14.9) Fv= RM4.20 Now trading at RM3.05 w/ PE 7... No news of Dv yet ... Assuming 6.6 pc yield, Dv abt 20 sen ...? Bonus shares also ...? (Dream on and it might just come thru...)

Supermax. Hartalega. HapSeng. IGB. IOI. Hunza

--Supermax latest Qeps 9.6sen (nta 208, Q/Qeps 16/ 19/ 14/ 11/ 9.6sen) Fv= RM4.00 Now trading at RM4.25 w/ PE 11... Dv 2.5 sen ex. 1st Mar
--Hartalega latest Qeps 13.5sen (nta 126, Q/Qeps 19/ 17/ 13/13.5sen) Fv=RM5.20 Now trading at RM5.65 w/ PE 11... Dv 5 sen ex. 23rd Feb
--Hap Seng Cons latest Qeps 18.3sen (nta 459, Q/Q 7/ 23/ 8/ 18.3sen) Fv=RM5.70 Now trading at RM6.80 w/ PE 12... Proposed Dv 22 sen
--HapSeng Plant latest Qeps 7sen (nta 220, Q/Q 4/ 5/ 5/ 7sen) Fv=RM2.20 Now trading at RM3.18 w/ PE 14... Proposed Dv 7 sen
--IGB latest Qeps 3.6sen (nta 208, Q/Qeps 2/ 2/ 3/ 3/ 3.6 sen) Fv= RM1.20 Now trading abt RM2.50
--IOI latest Qeps 8.1sen (nta 173, Q/Q 8/ 8/ 8/ 8/ 8.1 sen) Fv= RM3.20 Now trading RM5.70 w/ PE 18.... Dv 8 sen ex.15th March... Sold my shares today
--Hunza latest Qeps 5.3sen (nta 237, Q/Q 7/ 7/ 18/ 5.3 sen) Fv=RM2.40 Now trading RM1.65

O & G: Some financial info

Someone emailed me regarding the cash position of O & G counters. The article is dated Jan 2011 so you need to figure whether the figures still hold. I can't verify these cos I haven't scrutinise the financial statements of those companies.

In cash positions are Dialog (RM 190 m), EPIC (73 m), MHB (1.1 b), P Gas (2.1 b), SapCres (76 m).
In debt are Alam (444 m), Dayang (47 m), Kencana (104 m), KNM (769 m), Petra (251 m), Tg Offs (498 m), W Seong (224 m).

QL Reso. EPIC

QL did a private placement of RM5.60 per share and shares split/division of 1 to 2 plus free convertible warrants thereafter of 1 warrant for every 20 shares. RM 6.00 = 2 P + 0.1 FW ( P = RM3.00 ex price)

EPIC latest Qeps 8.7sen (nta RM2.17, Qeps 6/ 8/ 8/ 8) Fv = RM3.00 Now trading at RM2.40 w/ PE 8

Have A Therapy Bf Market Opens

Recent pickup from a book stall, "Laugh Till You Drop" by Ng Ho Peng. Interesting read for the CNY holiday, therapeutic bf the market opens next week.

1). A merry heart does good like a medicine (Proverbs).
2). Modern husband is under the impression he bosses the house, when in reality, he houses the boss..
3). My girlfriend is not a gossiper: she just have a good sense of rumour.
4). A politician is one who shakes yr hand bf election and yr confidence afterwards.
5) A couple walking in a park noticed a young man and woman siiting on a bench, kissing passionately. "Why don't you do that?" asked the wife. "Honey," replied the husband, "I dont even know that woman.!"