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 Bursa Traders V5

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TakoC
post Jul 31 2014, 04:09 PM

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5m volume also cannot bomb malton 1.13 barrier doh.gif

This post has been edited by TakoC: Jul 31 2014, 04:09 PM
TakoC
post Aug 3 2014, 10:36 AM

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QUOTE(wil-i-am @ Aug 3 2014, 08:29 AM)
It will reflect in their P&L n increase d NTA
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That's right. It will be recorded as a line item- investment in associate. However, balance sheet will not yet taken in. If it is their subsidiary, both P&L and balance sheet will be combined and consolidated.
TakoC
post Aug 4 2014, 02:41 PM

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QUOTE(Pink Spider @ Aug 4 2014, 10:17 AM)
No need limteh...no trade secrets tongue.gif

AFG BURSA DIGI DLADY MAYBANK
APM APOLLO HOMERIZ PHARMA SCIENTX
CMMT IGBREIT UOAREIT

Comments? smile.gif

Feel wanna take profit off/sell off some high flyers like APOLLO and DIGI though hmm.gif
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So many...

What's your ROI to date? (capital appreciation and dividend combine)
TakoC
post Aug 4 2014, 02:46 PM

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QUOTE(Pink Spider @ Aug 4 2014, 02:45 PM)
I don't keep track of simple ROI because got different timing of purchases and sales

Trailing 12-month total return (capital + dividend) is about 16% I think
IRR 18%+
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Not that bad.

Woi, now you not busy with month end closing?
TakoC
post Aug 9 2014, 09:54 PM

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Boon gor, hohup also showing some weird trading sentiment on Friday. Suddenly surge of trading volume, and noted that they actually have some projects in Iraq as well.
TakoC
post Aug 9 2014, 11:37 PM

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Yup. Saw that article when it was published smile.gif

Things definitely looks more interesting. Btw, boon gor. I know u don't share your portfolio. What can ask roughly how much % are u in cash now (to prepare against the turbulence market) smile.gif
TakoC
post Aug 10 2014, 11:14 PM

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QUOTE(Boon3 @ Aug 10 2014, 11:15 AM)
Heehee... tongue.gif

I am sensing ( do correct me if I am wrong)  nervousness, despite Dows remarkable performance on Friday.

Our markets had always recovered strongly everytime there's a correctipn in recent years.

However, not sure you notice but things are not quite the same, notably stock pricing.

Most of the investment grade stocks are more than fairly priced even after last friday's prices.

In which, we are stll facing the same game that's being played recently ; ie property and gireng goreng stocks.

Well if you are comfortable with it, carry on. smile.gif
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Well, more cautious than ever would be a better word to use. Boon gor reply like politician, go around a circle without indirectly answering question one. Haha! tongue.gif

Thanks for the insight, boon gor. Just read the news of US firing 5 ISIS target. Should be another day of red tomorrow (I guess) despite DJ good performance last froday.
TakoC
post Aug 11 2014, 06:51 PM

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Boon3 gor, I don't have crystal ball lah..

But somehow other thread Bone got. He always post up chart the night before, and the next day sure flyyyy.. Like got crystal ball smile.gif
TakoC
post Aug 11 2014, 09:23 PM

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QUOTE(Boon3 @ Aug 11 2014, 07:22 PM)
My mamma always tell me to focus on what I am and not others. tongue.gif

Anyway, it's looking mighty good for you.

rclxms.gif
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Hopefully hopefully.. smile.gif

Still waiting for the other one - Mal Mal to move. It appear that a cup pattern is formed, and let's see if a handle pattern will form soon...
TakoC
post Aug 29 2014, 01:05 PM

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QUOTE(CP88 @ Aug 29 2014, 11:26 AM)
Yea. Market is irrational nowadays. Profit up boom boom pow, but stock  rclxub.gif
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Classic case of Malton. Profit up 40%+
Stock price drop..
TakoC
post Sep 1 2014, 10:13 PM

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QUOTE(Boon3 @ Sep 1 2014, 06:28 PM)
Missed your posting. tongue.gif

Well if you take Ah Lamb's news clips on Malton, it's kinda understandable with the looming pp.

It looks more like a longer term investment atm.

smile.gif
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Oh hi Boon gor.. I forgotten who I was replying the comment too. Using iPhone to reply, don't bother too much with the small details. Eye pain. Haha!

PP is to be done at 1.10. So by right price should be higher around there? Not sure really...
TakoC
post Sep 2 2014, 06:39 AM

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QUOTE(spring onion @ Sep 1 2014, 10:40 PM)
usually when PP is done at 1.10, PP offered 10-20% lower

and now malton boss want to inject his another own company into malton itself, of cause being an investor of malton i will not feel happy about it
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I read that he is just planning to inject his Pusat Damansara asset into it right? Mind sharing ur views why not happy? smile.gif
TakoC
post Sep 2 2014, 09:46 AM

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QUOTE(Boon3 @ Sep 2 2014, 09:36 AM)
For me, I would be a bit cautious right now about property stocks.....  sweat.gif  sweat.gif  sweat.gif

Don't get me wrong, I think there is massive potential with Malton and its new project.... but this is probably a longer term investment....
however....
when you add in the current state of property market....
which I believe isn't as 'góod' as it was previously (ie compare current market to one or two years ago) .......
and then when you add in the 'valuation' issue.....
it's not a 'sure win' sector atm............
stock selection is utmost crucial now.......................  sweat.gif

  icon_rolleyes.gif
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Completely agree with that. But if you look at the slowdown in contract awarded, and the slump in CPO price.. Oil and gas and plantation counters are not attractive as well..

So what more?

TakoC
post Sep 2 2014, 10:09 AM

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One thing for sure, those wonderful earning growth forecast should be lower...

Time to stock up some old man dividend stock... tongue.gif
TakoC
post Sep 2 2014, 10:31 AM

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QUOTE(Boon3 @ Sep 2 2014, 10:20 AM)
Weii.. the other boring option is always available...... tongue.gif

» Click to show Spoiler - click again to hide... «

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I prefer to with withdraw cash and physically touch it.. In bank not exciting lah. Hahaha! tongue.gif

So quiet around here..
TakoC
post Sep 2 2014, 12:43 PM

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QUOTE(Pink Spider @ Sep 2 2014, 10:52 AM)
Kondom stock also koyak-ing...bocor liao cry.gif

I really no fate with second liner stocks...maybe I better stick to blue chips and big names sad.gif
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Relax.. Not only you.. Patient..

QUOTE(Boon3 @ Sep 2 2014, 11:13 AM)
There are seven days in a week lor.

laugh.gif

I like Flydays......... tongue.gif
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Speaking of that, last Friday a few of my stocks shoot up last min.. But all very low volume.. True enough, dunno who is playing last week.. Today drop back..
TakoC
post Sep 3 2014, 03:05 PM

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QUOTE(spring onion @ Sep 2 2014, 11:58 PM)
malton valuation is still much higher. if inject shareholder could actually get lesser share of pie
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You meant the asset injection arrangement is it? I believe it's a share swap arrangement?
TakoC
post Sep 8 2014, 09:13 PM

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Malton.. Malton... Malton...

Average down.. When is it going to move...
TakoC
post Sep 8 2014, 10:32 PM

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QUOTE(Razer.Ken @ Sep 8 2014, 10:27 PM)
Waiting as well here. Be patient. I'm keeping an eye for long term as well.
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How long u been holding?

Want sell off, but worried it start to wake up after I sell..
TakoC
post Sep 11 2014, 08:43 AM

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Morning Boon.

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