Showing posts with label shares. Show all posts
Showing posts with label shares. Show all posts

Saturday, April 19, 2014

Buying YTL

After sold all the share at February 2014.

This month go in share market again.

The first stock  I buy this year is YTL.

Why I choose YTL is the share price rea3 year low .

They will rebound soon.

Saturday, May 25, 2013

2013 shares in hand

1) Maybank (10%)---share Free share
2)Bintai (40%)----average Rm0.335(03DEC2012)
3)MBSB(30%)---- average Rm2.88(22MAY2013)
4)CBIP(10%)-----average Rm2.89(23MAY2013)
5)ECOFIRST(10%)---- average Rm0.17(23MAY2013)
Just add 3 company at my portfolio:
CBIP,MBSB and Ecofirst.

Thursday, February 21, 2013

人生不是赌局,看清那里赢面大最重要

现在已经把股市中的八十巴仙的资金套现。现在的股市赢面很小。我不想像赌局一样。
拿我的资金放在赌桌上。开大或小来定输赢。
人生不是赌局,看清那里赢面大,最重要这句话,就是这个意思了。

Thursday, January 24, 2013

买出老虎

在RM8.92买出两千股老虎银行。先拿出赚利先,不看好大选的股市的波动。

大选前哨

股市大跌40点,大选真的要来吗?在此做个记录。
今天收市时挂1635.63,下跌40.81点或2.4%。

Monday, January 14, 2013

民泰近电2012年Projects

民泰近电在2011年只拿有一个project。但是在2012年换了管理层,有五个Projects了。如果一间公司有潜力,没有股息也是可以投资的。


1)5 December 2013 project at  singapore (S$85.85million)
    The Board of Directors of Bintai Kinden Corporation Berhad (“BKCB”) is pleased to announce that Bintai Kindenko Pte Ltd, a 69.82% owned subsidiary of the Company has on 3 December 2012, executed the Letters of Acceptance from Samsung C&T Corporation (“Main Contractor”) to perform the following sub-contract works for the Main Contractor in respect of the Proposed Additions and Alterations to the Existing Suntec City Convention Centre and Retail Podium, comprising works to Basements 1, 2 and Storeys 1 to 9 on Lot 510W TS 11 at Temasek Boulevard (Downtown Core Planning Area) for the Supply and Installation of Mechanical, Electrical and Plumbing Works (ACMV, Fire Protection, Electrical, Plumbing, Sanitary and Gas Services) ("Sub-Contract") for contract value of S$85.85 million.

2)3 DECEMBER 2013
The Board of Directors of Bintai Kinden Corporation Berhad (“BKCB”) is pleased to announce that Kejuruteraan Bintai Kindenko Sdn Bhd (“KBK”), a wholly owned subsidiary of the Company has on 3 December 2012, accepted the Letter of Award from Pacific Sanctuary Holdings Sdn Bhd, appointing KBK as the Main Contractor to perform Mechanical & Electrical works for a project known as Proposed Mixed Development (Pacific Parade) on TL017546431 along Jalan Istiadat, Kota Kinabalu, Sabah, Parcel B, C & ID Blocks for an estimated contract sum of RM133,192,500.00 (“Project”).


3)21 september 2013
The Board of Directors of Bintai Kinden Corporation Berhad (“BKCB”) is pleased to announce that Bintai Kindenko Pte Ltd, a 69.82% owned subsidiary of the Company has on 21 September 2012, executed the Letters of Acceptance from Ssangyong Engineering & Construction Co., Ltd. (“Main Contractor”) to perform the following Sub-Contract Works for the Main Contractor in respect of the Proposed Mixed Development comprising Basement Car Parks with Retail Use, Integrated Bus Interchange, Residential Apartments with Car Parks and Ancillary, located at the New Upper Changi Road / Bedok North Drive, Singapore:



(a) Air Conditioning & Mechanical Ventilation and Fire Protection Services for contract value of S$19 million;  and

(b) Electrical and ELV Works for contract value of S$16.2 million.



The Sub-Contract works is targeted to complete by 30 June 2014.

4)18 APRIL 2012
The Board of Directors of Bintai Kinden Corporation Berhad (“BKCB”) is pleased to announce that BKCB has on 18 April 2012, received a Letter of Acceptance, duly executed on 2 March 2012, from Bintai Kindenko Pte. Ltd. (“BKPL”), a 69.82% subsidiary company of BKCB, to perform Sub-Contract Work for Design, Supply, Delivery, Installation, Testing, Commissioning and Maintenance of Air-Conditioning and Mechanical Ventilation System including Building Automation System and Engineering Smoke Control System (“Sub-Contract”) valued at SGD29,100,000 (Singapore Dollar : Twenty Nine Million and One Hundred Thousand) which was awarded by Shimizu Corporation of Japan as the Main Contractor.

The Sub-Contract forms part of the Main Contract for the construction of the proposed erection of a 26 storey commercial building comprising 20 storey offices, 5 storey with one basement retail and 2 basement carpark on Lot 8630V, MK5 at Boon Lay Way, Singapore. The Sub-Contract period shall be from 24 February 2012 to 2 September 2014.

5)26 MARCH 2012
The Board of Directors of Bintai Kinden Corporation Berhad (“BKCB”) is pleased to announce that the Land Transport & Authority, Singapore has awarded the letters of award dated 26 March 2012 to Samsung C&T Corporation - Bintai Kindenko Pte. Ltd. JV, an unincorporated joint venture partner to perform the following works in respect of the C973D, 975D of Downtown Line Stage 3 project in Singapore (“Project”):

(i) Supply and Installation of Electrical Services for contract value of SGD78,295,739; and
(ii) Supply and Installation of Tunnel Ventilation and Environmental Control Systems for contract value of SGD87,937,964.

Wednesday, January 2, 2013

2012年的回报率。

2012年的回报率只有十巴仙。老虎有二十巴仙的回报率。宝实得有七巴仙。但是YTLp亏损十五巴仙,所以积累回报率只有十巴仙而已。在这一年里只买卖了YTLp,但是在十二月份卖出了。反而加入了小投机股民泰近电。它近来有很多生意,股票又便宜,只是30多仙而已。它也是我公寓的发展商。希望它可以去到五十仙。

Sunday, December 30, 2012

Add Bintai @my porfolio

I bought 35000 bintai share recently. This share already reach his bottom and will rebounce if volumn increase.
This share is undervalue, the P E just 5 only and got alot of project recently like mrt project at Singapore, M&E project at Sarawak.

Friday, December 28, 2012

2013年的目标。

1)一星期运动四天,半小时至一小时一天。
2)减体重五公斤以上至九十公斤以下。
3)被动入息增加一倍。
4)增加一间正现金流的房地产。
5)家人平安,健康。
祝贺大家2013年,新年快乐。

Thursday, December 13, 2012

YTLP 买出了。

终于把YTLP 买出了。亏损九百大元。当初的决定是错的。我以为杨氏家族会看好它。但是杨家反而推动YTL。好吃的都给YTL,又时常打压YTLP,股息又越给越少。令我心疼,决定把他买出去吧。如果买出去了,反而再起。那算这些钱不是我赚的。

Thursday, June 14, 2012

Saturday, May 19, 2012

股市大跌

股市又大跌了。是我所意料到得。但是来临得太早了。我来不急储备现金来只买便宜货。这次要去借贷来买股票了。

Tuesday, May 8, 2012

Investment Updated April 2012

Here is Investment updated for April 2012.
Ytl power loss
Boustead loss
Maybank gain +dividend Rm740

Tuesday, April 10, 2012

為什麼我選寶實得?

為什麼我選寶實得?
1)高股息。
2)LTAT 是大股東。LTAT 是軍人退休基金。我的投資目的也是為了準備退休金。
3)27%收入是從種植。最後的低牌。
4)軍事工業。不是平常的公司可以做到的。如造軍事船。
5)產業投資。如大廈收租,酒店。穩定收入。它有五家酒店,和三間大廈,兩間購物廣場收租。
6)建築,產業發展。它有幾個重要性的地點。如怡保路軍營的發展權。
7)醫藥,保健。十年的醫藥供應合約。保證十巴仙的全年收入。
8)金融業。20%Affin Bank的股權。
9)汽油工業和貿易。BHP 汽油。
10)制造業,建築材料生產。

Tuesday, April 3, 2012

YTLPOWR-WB

YTLPOWR-WB, this is the counter that i would like to invest. Now at  price of 0.61sen. Will  This counter consider a small "bluechip" counter. Trading with negative premium and has a long expiry date in year 2018. With solid mother share and trading with discount is definitely an attractive company warrant to acquire. Can convert to mother share anytime with an exercise price of 1.21. Currently trading almost year low, i would suggest to buy in now as chances of making money is very high about 90%. If you don't like the mother share, than  this WA may be for your choice.

Maybank expects NIM compression

Maybank; Buy; RM8.80 Price Target: RM10.60; MAY   
Maybank expects NIM compression
Maybank expects a contraction of 10 bps in the group’s net interest margin (NIM) in 2012. It cited price competition between banks as the reason as new loans secured at lower pricing has narrowed NIM. This is in line with our expectation as we have imputed 10bps decline in NIM in our FY12 forecasts. 

Separately, Maybank said that its exposure to the USD600m (c.RM1.8bn) unsecured funding facility on which Vietnam Shipbuilding Industry Group (Vinashin) has recently defaulted is minimal and insignificant. Maybank’s total assets as at Dec-11 stood at RM451bn and it has a loan loss coverage ratio of 87%.  

Maybank remains our top pick among the large cap Malaysian banks. Its dividend yield is appealing at c.6%, assuming a sustainable 70% payout ratio.  Apart from its improving domestic business, we believe that its long-term growth potential of its Indonesian operations remains a key re-rating catalyst. Maintain Buy and RM10.60 TP. 

Thursday, January 19, 2012

券商:赚幅收窄 银行股缺引外资催化剂

券商:赚幅收窄 银行股缺引外资催化剂

    财经新闻
    财经

2012-01-19 19:25

(吉隆坡19日讯)分析员指出,我国银行股的外资持股权虽然在去年12月份有上升的迹象,不过,整体来说在未来仍然缺乏吸引外资继续加码的催化剂。

去年,是银行领域艰苦的一年,市场竞争剧烈导致赚幅下跌,欧债危机挥之不去,因此,银行股的股价皆大幅下跌。

达证券分析员说:“投资者趁机退场,导致一些外资向来很喜欢的银行股,外资持股权下跌,例如大众银行(PbBank,1295,主板金融股)和联昌国际(CIMB,1023,主板金融股)。”

看上逾5%周息率

去年,大众银行的外资持股权,下跌至23.5%的10年新低水平;而联昌国际则逐渐下滑至39%,这是自2009年7月以来的头一遭。

不过,银行股的外资持股权在去年12月份有所回升,包括大众银行和马银行(MAYBANK,1155,主板金融股),这也印证了分析员的见解,即投资者仍然会选择提供5%以上周息率的抗跌股。

在12月份,大众银行和马银行的外资持股权,按季分别上升了0.63%和0.10%,处于26.1%和13.3%的水平。

不过,联昌国际和丰隆银行(HLBank,5819,主板金融股)的外资持股权,在过去6个月以来则继续下跌,主要是因为套利活动。

虽然有些银行股的外资持股权回升,不过,分析员认为,未来仍然缺乏刺激外资继续加码的催化剂。

分析员说,除了经济转型执行方案(ETP)的潜在贡献外,预测银行贷款增长会放缓、赚幅收窄、收费收入下跌、市场波动导致投资亏损(实际上的或账面上的)、信贷成本加重,都会损害银行股在2012年的展望。

银行股估值贵

此外,分析员也分认为,外资投资者将会在本区域寻找估值比较廉宜的替代投资目标。

目前,新加坡银行股2012财年的账面价值(PBV)只有1.1倍,而大马的则高达1.9倍;此外,中国/香港以及菲律宾的银行,则处于1.7倍和1.9倍的水平。

不过,泰国和印尼的银行股估值,则远远高于本区域同行,分别达到2.2倍和3.6倍。


 

Tuesday, December 20, 2011

Dividend on December 2011

Boustead   Rm0.12 per share . Total  Rm120
Maybank  Rm0.32 per share.after less tax 25%Total Rm480 ,use RM420 to reinvest and cash RM60
                                              Total RM600
 Use Rm420 to reinvest Maybank share 57unit at average RM7.30 per share