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

A challenging hobby

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..?

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

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 ...

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

GE 13 : RESULTS

Parliamentary: BN 133/ PR 89

State: BN 275/ PR&Oth. 230

Rights of the Dead (by Tricia Yeoh)

Teoh Beng Hock's death must speak to our hearts ...

At Han Chiang High School: 29th April 2013

Anwar Ibrahim - http://youtu.be/0PG4RZ4UTng

Lim Guan Eng - http://youtu.be/HrIQYa8YE8A

What To Buy (Amongst Others) If Our Market Plunges...

Made some profit on past weeks trading GenM, Maybank, SPSetia, HapSeng.. Missed out on some active counters cos' I was super busy for past months studying some other investment instruments..
Still, stocks remain my passion due to its liquidity and trading ease..

Some of the counters that I was lookin at in the previous weeks:
MPHB (239, 5.9/ 9.4/ 5.2/ 3.5) Paid a 5c dv
HapSeng (161, 3.9/ 4.7/ 5.2/ 5.8) Paid a 6c dv
HSPlant (236, 5.4/ 3.9/ 4.5/ 3.7) Paid a 5c dv
TomyPak (095, 3.2/ 5/ 3.9/ 3.6) Paid a 2c dv
Luxchem (105, 4.9/ 4.4/ 3.1/ 4.5) Dv of 5c going ex on 29th May

YTL (125, 3.9/ 2.9/ 4/ 2.5)
PJDev (203, 2.8/ 2.3/ 3.5/ 1.5)
SPSetia (201, 4/ 4.9/ 5.2/ 6.3) Paid a 9c dv
MahSing (141, 4.9/ 7.2/ 7.2/ 6.6)
UOADev (165, 12/ 3/ 9/ 6.8/5.6) Paid a 12c dv
E&O (122, 3.8/ 2.7/ 3.2/ 2.4)
Dijaya (260, 2.7/ 8.4/ 12.6/ 8.3)
Ivory (082, 1.9/ 7.2/ 0.4/ 0)
Tambun (072, 4.1/ 3.8/ 3.5/ 3.6) Paid 3.3c dv
B'stead (450, 18.6/ 3.9/ 4.2/ 7.5/ 14) Paid a 7.5c dv

Maxis (097, 12/ 7.6/ 6.2/ 5.9/ 5) Paid a 8c dv last mth. Another 8c ex. 14th May
DIGI (03, 4/ 4/ 4/ 3.2) Paid a 2.5c dv
TM (183, 16.7/ 7/ 9.7/ 8.4/ 10.2) Expecting a dv of 12.2c
GenM (232, 4.8/ 8.8/ 3.4/ 7.9) Expecting a dv of 5c
Maybank (500/ 17.6/ 18.6/ 19.1/ 17.3) Expecting a dv of 33c

TDM (503, 7.5/ 3.9/ 16.2/ 14) making large move today, from RM4.2 to RM4.50
Declaring a 22c dv with proposed bonus issue 1:5 and shares split division of 1 into 5 shares of 20sens each.