Too late as it went up a lot last year
Having said tat, some analysts still recommend Buy

not recommended to enter now

HI Sky Gor,
Thank you so much for still remembering me. Sometimes, investing is very lonely (and frightening) and it lightens my day that you still recall what i said.

For SymLife, i have not sold anything and i believe the price will come back maybe towards the end of this year to middle of next year due to the RM700M unbilled sales. Alot hinges on the sales of 2nd tower for the Star Residences. After checking with the Sri Hartamas agents, they told me they managed to get 30% booking for Tower 2 which is considered rather impressive in this weak market. Apparently, the brandname Samsung proves to be a huge crowd puller for the Star Residences. From the AGM, Tan Sri Azman Yahya mentioned that SymLife will breakeven on Star Residences after selling off Tower 2 (Tower 3 will be their pure profit) and 70% of the Signature Retail. Current sales for Signature Retail is somewhere around 60% already. Another advantage to SymLife is that the price per sqf for Star Residences is very cheap - at RM550 per square feet. They have this piece of Jalan Mayang land for a long time.

Actually, it is sad...i bought Gadang throughout 2015 at an average cost of RM1.45 and i am still holding on to them today. However, it is very sad - because i have to roll my losses in GOB into Gadang. The net impact is that at RM2.20, i don't make much from Gadang due to the losses in GOB. However, the good thing is that the initial investment capital is protected for both Gadang and GOB. Sometimes, it is better to cut losses no matter how painful it is. It is better to let the winners run (Gadang) and cut off the losers (GOB) although it is an extremely painful process.

Probably, my worst investment mistakes so far is to invest in GOB. I have written a few parts articles in GOB i3 website to mention what is wrong with this company's management and why i eventually sold my entire stake - albeit at a loss.

My investment plan for 2016 is to split the proceeds from GOB disposal and average up on Gadang and to invest the remaining in Tambun Indah. The right split should be 60-40.

The rationale is that Gadang is an uptrend stock and it has a lot of room to run to RM3.00. This way, i am planning to average up on Gadang to see real fast capital appreciation. However, the current price of RM2.40 is considered quite dear and i planning to load up more when it falls to RM2.20. At the pace things are happening, this seems to be quite a slim hope. However, the share market is volatile and fluid and anything can happen. Hopefully, Mr. Market will be kind enough to provide me a discount.

The other 40% will be invested in Tambun Indah is to create sort of like a deadweight to ensure the average cost lingers around RM1.40. After creating this deadweight, I am planning to continue buying into Tambun INdah using my salary for the rest of 2016 ~ just like what i did for Gadang. My rationale is that the share price for Tambun Indah will likely to trade range bound for a good part of the year given the poor market sentiment towards properties - even though Tambun should be quite insulated from this due to its exposure to mainland Penang and focus on the affordable housing segment.

Please tell me what do you think of my investment strategy. Thank you in advance. Sharing is caring.

This post has been edited by kancs3118: Jan 7 2016, 03:30 PM

As I say u need to analyse yr own self first before embarking on next investment mission .......Are U a Value Investor Vs Value Trader ..?

The Q u asked about Tambun or property sector basically are Value Investor Q but by nature U are just a Value Trader....Property sector is for Value Investors now at the moment..long haul

Let me put it in another way.....IF a man wanted or has 100% desire to have a relation with another man .......and having no interest for women...

Then he would be stuck in " pretending" to be a man .. The frustration and so on ? yes or no..?

If by nature u do not want to be a super long investor..then why u ask those stocks required u to hold for super long period.......?

So yr Q to me are irrelevance....sori for that do not mean to be rude...

Having said the above...nothing wrong with yr own analysis of stocks........

Anyway ..Gadang is in Construction to me..

This post has been edited by SKY 1809: Jan 7 2016, 10:26 PM

Yup, my friend suggest to buy



Ok ok.

Wait till drop, will buy.

If u are a Value Trader and wanted to put all yr money into Property linked stocks......somehow u would feel " stuck " after holding for a short period of time....

Yr desire and stock performance go separate ways....in short term

I.e yr mindset does not prepare u for long term....

Everyone wants to make money like WB....but few having the patience like him

This post has been edited by SKY 1809: Jan 7 2016, 04:26 PM

Talking about GOB... it's not easy to figure out Desmond Lim's plans or even a lot of taukeh's who have spider web companies/investments all over...

and your pick KIALIM rocket again.....
sold them yesterday and put into mid long time lover Tambun..

@ Sky Gor -
long story short -
for Gadang: value trader - due to existence of average cost of Rm1.45,
for Tambun & Symlife: value investor.

My suggestion for u is go for " Gadang type" and over time...... your stomach is able to digest long term stocks like Tambun and so on ..

It is an evolution per se...aka less frustration for u in a way .......

Good luck..

This post has been edited by SKY 1809: Jan 7 2016, 10:27 PM

Yes Sir~!

China's securities regulator restricts big share sales as stocks nose dive



China's stock regulator said Thursday it will curb major shareholders from selling more than 1% of total shares outstanding within three months, after markets closed early when the circuit-breaker mechanism was triggered for a second day this week.

The China Securities Regulatory Commission has ruled that large shareholders -- those holding 5% or more of shares in listed companies -- won't be allowed to sell more than 1% of total shares outstanding within the next three months, according to a statement on the regulator's website.

The agency also ruled that large shareholders must disclose their share reduction plans to the exchanges 15 trading sessions in advance.

The new measures came before the six-month share reduction ban on large shareholders is set to expire Friday. The new rules are aimed at "preventing concentrated share reduction" and "stabilizing market expectations," the statement said.

The CSRC prevented large shareholders from selling stakes for six months from July 8, 2015 in an attempt to arrest a stock-market meltdown.

Thursday's announcement came after Chinese stock markets closed at around 10:00 a.m. local time (0200 GMT) after the circuit breaker was triggered twice in the morning session.


sos

How long can tis desperate measure sustains?

haha...who know..
China is do whatever its can for this kind of situation

To Sky gor ... your KIALIM awesome!

Spot anything interesting here?

KIALIM stays Green..something is cooking

well spotted =p

The salted fish starts to swim again. Never expected but do notice that they start to 'report' profits some quarters ago. Too much leakage due to related parties transactions.

Strategy for Year

We continue to advocate a defensive core equity portfolio – telco, utility, consumer staples, selected REITs, healthcare - with the thematic and value stocks to provide the outperformance. Key thematics, in our view, will revolve around: (i) substantial construction awards relating to rails, highways, TODs, (ii) continued strength in the USD, (iii) Sarawak’s state election in 2Q16, (iv) a strong El Nino in 1H16, and a potential La Nina towards end-2016, (v) Shariah investing. Longer term, investors should strengthen their portfolio: (i) in the niche export sectors, which are TPPA beneficiaries, (ii) which will benefit from China’s One Belt, One Road.

Source: Maybank Research - 8 Jan 2016

This post has been edited by SKY 1809: Jan 10 2016, 01:07 PM