Thursday, September 17, 2015

TAGB 2015 Dividend

(18/09/2015,五) 今天收到RHBIB關於TAGB的股息存入通知,共$99 (9900股x$0.01)
當初19/7/2013以$3032($0.30/股)購買
區區小錢$99,但連年派發. 如把投資增大十倍,那就有$999.
2014:$69
2013:$56
2012:$59
股息率也只有3.2%
股價走勢除了波動還是波動,如有主動交易是可有資本盈利的. 可惜是在2014的高點沒有套利,這就是買了不賣的成績,1年少了30%哦.
2014:$0.35/$0.245
2013:$0.455/$0.28
2012:$0.335/$0.23
2011:$0.505/$0.265
EPS $0.0255,PE 11倍
DPS $0.01,DY 3.5%
NAPS $0.50,
ROE 5.1%
公司雖然獲利能力一般,但勝在業續年年成長並可持續發展. 優點有不少地皮在吉隆坡黃金金三角區.
保留這公司股權就如有買了優質地址和多橦高層産業,就等年年收錢了. 要股價升就要有識貨人來收購了,什麼時候呢?

Wednesday, September 16, 2015

情緒化是股市的特徵

今早以為股市會下跌以準備買股,但居然大升35點至1681. 看來今天應該買不成,可能會把一些在低價買入的先套利.
應該是先前市場反應過渡,現正常化.

Friday, September 11, 2015

RCE Cap

(11/09/2015,五)趁今天上揚,投資組合給尚有兩批在$0.34買入的,因公司宣布分配120%特別股息而上揚至$0.41
因股價至0.41後就無力上升反而下降,趁這回升就籍機賣一批$0.405,有19%資本盈利,就不等股息了,策略是先套利並等股息分配後股價調整後再增持. 況且尚有一批可領取$0.12的股息.

Thursday, September 10, 2015

GENM

2015/9/10(四),今早股價沒有沖破昨日高點4.25,況且乖離指標的信號有收繄,就把一批$3.90上星期購入的在$4.24套現,有8.7%資本盈有。

Friday, August 28, 2015

GENM

27/8/2015四) GENM已從底部升10天,乖離指標有向上收緊趾像,但股市情況不是很好. 看在GENM明年的主題公園即將開幕,馬幣下降將會是利好因素.
EPS $0.20, PE 21倍
DPS $0.063, DY 1.4%
NAPS $3.08
ROE 6.6%
PE21倍稍高於市場15.
DY1.4%略低於定存4.2%
NAPS 和ROE 也不吸引人,但胜在有穩定的生意和現金流。
買入原因是好公司從$4.7高價下跌17%,
策略是期望反戰以獲得資本盈利,如失敗就會累積股數並有股息收入.

Wednesday, August 26, 2015

High Coverage, Low Premium insurance policy

KMS 2015 Cover Note
Who said insurance cover is expensive!

My insurance premium is RM226.84 for above list coverage.

Many people complaint insurance policy are expensive, this is because their don't know what their want and don't know how to get the insurance with reasonable price.

Thursday, August 20, 2015

Pantech 2014 & 2015 Dividend

!B
Pantech declares distribution for 2015


Balance with RHB Investment Bank

Balance under PB Nominee(Public Bank)

#1. 2014 Final Dividend: 0.5 Sen : 0.005 x 5800 shares = $29
#2. 2014 Final Dividend: 1:100 Share : 5800/100 = 58 Shares entitled ( 58 x $0.50=$29)
#3. 2015 Interim Dividend: 0.5 Sen: 0.005x5800 shares=$29

Dividend yield 2014 and 2015 : Dividend yield 1.45% (87/6000x100) was not attractive, but for the objective to wealth accumulation and regular cash flow on dividend.


Comment from Kenanga : 1Q16 Below expectation

Year     High     Low
2015     0.83      0.46
2014      1.15     0.70

Feel bit regret as got opportunity to realize on $1.1 with 22% within 1 year.

(2/1/2008-2/9/2015, 7 years)
Mean 0.81961505
Standard Error 0.007780823
Median 0.755
Mode 0.975
Standard Deviation 0.340316497
Sample Variance 0.115815318
Kurtosis 10.89890067
Skewness 2.835264808
Range 2.49001
Minimum 0.41
Maximum 2.90001
Sum 1567.92359
Count 1913

Based on the past 7 year price records, 68.2% prices were distributed within $0.47 and $1.15. Current pricing is within negative 1 standard deviation zone (0.81-0.34=0.47), meaning that the probability 68.2% to have positive 1 standard deviation zone (0.81+0.34=1.15), compared with the probability 15.7% to have -2SD zone (0.81-0.34-0.34=0.13).

As such, will keep this counter under observation until fundamental breached.


錢要滾動才會大



RCECap 2015 Special Div & Final Div






Maybank

Establish Position on 18/8/2015







http://klse.i3investor.com/servlets/stk/fin/1155.jsp




Tuesday, August 18, 2015

Maybank


(18/8/2015二) 價位從$10.8(25/7/2015)跌至$8.20.

EPS $0.73, PE 11.6 倍
DPS $0.57, DY 6.5%
NAPS $5.92
ROE 12.3

買入原因是好公司已跌22%,而且D Y高於4.2%.

策略是期待股市回升以獲得資本盈利.如沒有資本盈利就收股息.