Oil price drop, short term may not be good...
Of course, if you're betting oil price will move up in short term, then it will be a good bet.

No. Date Transaction Type No of Shares Price (RM)
1. 02/07/2009 Acquired 25,978,700 -
Circumstances by reason of which change has occurred: 
Accumulation of several purchases of shares from open market and accumulation
of shares managed by Portfolio Manager

only annouced on 2/7/09 but it's an accumulation of several purchases.....

electronic industry badly hit... EPF just entered to collect some shares...
i think b4 this it's major shareholder is Tabung Haji and maybe still in there...

have to hold longterm for electronic industry recovering & boom back again

It is all depends on your risk appetite...
FYI, my O&G investment allocation is quite high and already hit my quota, yet I still feel like buying more... Now, controlling myself... Anyway, also very little cash left...

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Added on July 9, 2009, 3:52 pmMy StraitsAsia jump 4.3% out of nowhere.

Aaaahhhh!

That must be the Tanjong I tried to get the other week at 13.30 and is now disappearing outof sight over the horizon.......

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Added on July 9, 2009, 4:30 pm
So he can show off to his friends?????

OMG. MKLand coming off life-support.....

Dunno....but i was considering disposing Uchitec yesterday as cut loss....but then with good advice from the few of you, chyaw & yourself, decided to hold on first. 

Then dt09 commented on PRKCorp, and how good it is with 118million debt only. I remembered Uchitec & Alcom, both have no outstanding borrowings and very minimal liabilities. So continue to hold Uchitech.  

I wish i was not so greedy with Rambutans... Waited for 12.00 that never came, and not willing to buy at 13.2/3...Now flying to the moon....Soon will be playing among the stars..... 

For div yield, Panamy is paying hefty special dividend consecutively due to high cash pile (Rm6-7 cash) with no borrowing, that's why its yield is exceptional high. Normal dividend is 50 cents as always. I would say 50-70 cents payout by Panamy is sustainble based on their profit, business operation.

While Tanjong is paying dividend solely based on cashflow and profit generated. It has significant of borrowing as compared to Panamy net cash.

To compare directly to say which one is good or better, seems not right. Different company, business operation and situation, different risk involved.
47% based on last update.

Tanjong risk :
IPP business restructuring become less lucrative due to pressure by gov with TNB negotiation.
Windfall tax.
Financial cost and refinance difficulty.
4D business, more regulation imposed by gov or less days for it.

Panamy:
Consumer product sales dropping due to economy situation eventually affecting profitability.
High cost due to increment of raw material (current not have)
Regulation on Aircond gas (need to change new type of gases instead R22 which is imposed worldwide due to ozone), resulted more costly for consumer to install, eventually affecting new air-cond sales and higher cost for manufacturers.
High competition from cheapo China electrical appliances.

aww you sold Maybulk. i will keep mine. meantime just let it freeze in the fridge.

Wonder how Najib going to support our KLSE if everyday also bad news 

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Added on July 10, 2009, 9:03 am
Maybe because you have a lot of capital. So can freeze any stocks if you want to

wahlao, why nowadays new IPO all perform so geng on their 1st day!

O & G is back?

Research Bank rated XQ Fair value above 2.00... Rumours said 1st china IPO of the country..if screw up, who else wanna come in?
Buy @ur own risk

oh by the way, XQ back to 1.88

I don't think is treasury shares. I think OSK giving its OSKVI holdings to its shareholder.

This few week oil company all cirit birit =.=

7 sens - less 25%
21 sens single tier - no tax

so every 1000 shares of LPI, you're getting RM262.50 nett.

protonw - still queue for Bkawan?

chyaw, thank you very much for your info.   

I sold my Genting ans swap with Pbbank.

Will consider to buy Resorts (Genting Malaysia, GENM) on the next dip.

Oh goodie....Ada potential GENM supporter in pana....Hehehe....

I am holding on to GenM for sometimes oredi.....

Pana - you got beli YTLPwr? I thinking to masuk, but dunno wat fair price this counter. Will have ex 3.5sen next Friday.