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Showing posts from 2014

Year end Closing for 2014

A friend told me, he feel very hard to make money in stock market nowsaday, expecially recent market down trend, he was too worry and cut all his holding. Oh boy, for me, I would think his strategy is totally incorrect, sorry. If you remember my previous post, I plan to buy Pchem and Maybank during this year end Mega Sales. It's time to buy when Market on sales. As per plan, last 2 weeks, I managed to collect Pchem when it's stock price below RM5, for the whole week, there were 3 to 4 days where one can collect it at RM4.70, RM4.60 and RM4.90. For the case of Maybank, there are even longer period for the stock to stay below RM8.80. One can have a weeks time to collect it when the stock price close at RM8.60, RM8.30, RM8.40 and RM8.70. At the time I write this post, Pchem is trading at RM5.40 whereas Maybank trading at RM9.18. You can make a handsome profit of 10% in a short period by selling the stocks now...again, it's all depend if want to take a quick profit

Time to shop in stock market?

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Today, there's a big title came out in one of the local news paper, "Maybank is consider to list subsidiary of Etiqa Insurance". Who is Etiqa Insurance? Many years ago, I have no idea about this company too. One day, I came to know this company in Maybank2u website (http://www.maybank2u.com.my/) under the "Insurance" session. The product I bought was "eMotor Takaful". The main reason is, with this, I can renew my car insurance policy via Maybank2u online and it give extra 10% discount on top of normal insurance amount (NCD) and save a lot of time. They can even renew your road Tax and deliver to your home, if you want this extra service. When time come for renew next year, all you need to do is just a few clicks! Another best part, they will distribute the "Surplus" to you if you meet their requirement, where I don't see happen for other insurance company. I have been received RM60 to RM80 for last few years since I renew my car insur

I plan to go shopping - Pchem

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Year end sales is coming... I plan to go shopping, this time, not in supermarket, but in stock market. Yes, our local stock market, Bursa index has been going south from 1880 point to 1750 points at time I write this blog. The time finally come, money has been sitting in the bank for a while without doing anything. It's the time to make them work harder by accumulate some good stocks that will generate income. As per my plan, only blue chips will come in my buying list. What is Blue Chips means? It's the industry leader with consistent profit record, good brand name and give consistent dividend/ bonus to investors. Further, the stock must be liquidate with big cap and revenue. This is important for fund manager like us, if not, it's quite hard to buy / sell. The trigger points for this round of sell down was caused of the down trend of WTI price, which currently quote at USD70. Meaning Oil and Gas industry facing the huge damage now, most of their stocks price drop to

Invest in growth stocks will make you rich in long term

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Investment in stock market become simple if you know what's the purpose of Stock Market... So, what's the purpose of stock market? Those who understand and know the answer, will earn handsome profit every time opportunity arise. The main objective of the stock market is for those companies who need funds to raise funds (not fun) from a large pool of investors so that those companies can use the funds to earn more profit. If one find this kind of company, which we call it growing stock , the owner and the investors can make a handsome profit. Investors can buy and sell shares in stock market, some investor would search for companies that they believe the market has undervalue due to market overreacts to good and bad news. Those who invest in this kind of company when the stock price is deflated we call them value investors.
On 21 Jun 2013, something happen to at least 8 stocks in Bursa, the price either limit up or limit down on that day. I still remember after market closed, I receive many client's call to find out what's happening. That time, really nobody know what's the problem, but what we know after clarification from Bursa that the trade was not a mistake. After this incident, Bursa had implemented a system of 8% limit on last done price which use till today. Below the yesterday's news which disclosed all the details on what's happening on that day. BURSA FINES FINTAN ROMUALD INBARAJ NICHOLAS FOR TRADING MISCONDUCT  30 Sep 2014 Bursa has publicly reprimanded and imposed a fine of RM100,000 on Fintan Romuald Inbaraj Nicholas (FINTAN) for trading misconduct which involved execution of trades that caused significant price fluctuation in eight (8) counters, namely STAR, JCY, BKAWAN, COASTAL, CBIP, HSPLANT, TDM and BJTOTO (8 Affected Counters) and impacted these securities closi

CIMBC25 now rename to CIMBC50

What's happening to Hong Kong currently? This is one of the Google trend hot topic now. Today is China's National day and the protest still continue. Hopefully China will take a win win strategy soon if not both side will pay for heavy price. So, what's that going to do with us stay outside Hong Kong here? Well, one of the stock that I did invest was Hong Kong ETF listed at Bursa here, CIMBC25. It's a nice timing that the ETF also change the name on 29 Sep 2014 to CIMBC50 and now the stocks in basket become 50 instead of 25 previously. Theoretically, by adding more stocks to the basket will make this ETF become less volatile. Hence, my strategy of making money in this ETF now need to review. I will stop trading on this ETF for the time being and monitor closely for the next 6 months to come out the final conclusion. For those who are interested, the basket of stocks now consist below stocks: HKG Name 0688.hk China Overseas Land & Investment Ltd. 1288.hk Agr

Not all the Reits manager do their job!

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For those who follow my blog, I like to invest for productivity asset instead of invest on hopes that the price of asset changes (or we call it capital gain). Base on this basis, I like to invest into stocks that will give consistent dividend, especially REITs. Recently, I just learned that, even though we invested into Reits, it doesn't means that we can just let the management do their job and we just ignore and do nothing. AmanahRaya Reit (5127, Arreit) is one of my top three investment in Reits portfolio. Three of them, namely, Amfirst, YTLreit and Arreit used to give dividend more or less the same for past few year. However, since the beginning of 2014, Arreit dividend was in the decrease mode. Why? There are few reason contribute to this down trend, though I have known these problem as earlier as last year, but I do nothing, as I believed the management team will take action to overcome the problem, it prove I am totally wrong today. =.= Last year, CIMB moved from Samanta

Bursas hits All Time High in Volume

Yesterday Bursa broke a history again! You know what is it? Yes, the volume hits all time high of 7.67 billion shares, to those who used to trade Singapore or Hong Kong stock exchange, this is nothing great, but to Malaysia stock exchange, Bursa, this is first time in the history. Last few weeks, it was quite interesting in the market. There are many penny stocks (less than One Ringgit) start to move higher in stock price. Many people got excited and try to make "fun" (or fund?) in the market. Many people think it's time to make money from stock market by jump in and sell when the stock price moving up. Is that so simple? Again, I want to warn those who think this is time to make quick money. When the volume increase to history record, if the stock price can not follow through, it could lead to correction soon. Normally, it will start the correction in few weeks time, let see if this time happen or not. Speculate in stock market look simple, but hard to practice, hi

CMMT - switching within Reit counters

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There are many method to "make" money in stock market, one of the way i like to use is call "changing horse", just see below how this method work. First, let me introduce one stock, not very popular, but with good and consistent dividend in last 4 years. The company I mean here is Capital Malls Malaysia Trust (CMMT, 5180). I have been follow up closely the company's performance for the past 2 years (together with 2 other Reit stocks) but unable to decide the entry point. (at which level to buy) CMMT is a reit stock, currently they have 4 main properties, namely, Gurney Plaza, Sungei Wang Plaza, The Mines and East Cost Mall. Overall, the occupancy rate is about 98%. Gurney Plaza is one of the place I like to visit on week end, one of the reason, the parking place is nice and safe. (at Penang, you can find many shopping malls, but many places are dirty and smelly) They are also in the midst of discussion, potentially add Queensbay Mall (another place I used

World Cup impact to stock market?

World cup just begin in 12 Jun, it's an four year once event. Recently, I receive many query from clients who want to find out what would be the impact to the stock market during this month's period? . Well, unless you are new investor, most of investors are forgetful, if they don't record down "the history" and they may not know what's actually happen 4 years ago. I use to write a note on my monthly investment status, write down the reason why I buy or sell a stock, review on monthly basis and see if I follow my plan set accordingly. Even on the month I don't trade anything, will still write down the currently market position, such as total investment value base on market price and the feeling or thinking about the market condition on that time. . I can tell you, "World Cup" actually have to major impact to the stock market, if the market trend is on the way up, it will still on it's way except slow a bit during the month. I have checked
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It has been quite sometime I have not write anything on this blog. Last Sat I attend a seminar talk, the title is related to making money in stock market. I think it's good for me to share some point here. According to one of the speaker, the future star company that will give you profit is not plantation or property stock anymore. He think the idea that going to produce something new and sell to the rest of the world will make the nation rich. That's why one of the Obama's adgenda is to make a “change” by producing something new to the market. Whereas another speaker recommend few potential stocks. The first one he recommended was ESC . It's a company who distribute computer (or ICT) and smart phone. With dividend per share of 5 cents, many thought the company is not attractive. The company is cash rich with EPS of 46 cents and could potentially give bonus issue as per history record shown they actually gave bonus issue few years ago. The only draw back is th

Is it now a good time to buy MAS (3786) - privatised soon?

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Some people say, when the stock price fall, it's the opportunity to invest in that stock. This statement is half true, the reason, it's not simply any stock may consider good stock to invest. One example, if 5 years ago, a investor invest in MAS (Malaysia Airline System Bhd 3786.kl), after 2 right issues, he still making a lose of 67.47%. On the other hand, if a investors choose a "five star" solid company to invest, for example, Public Bank (1295.kl), his total return in 5 years is 159.50%. Refer to my blog, how to become a millionaire by just invest into one stock and keep for 30 years! Now, come a question from an investor. He ask, is now good time to Invest into MAS (3786.kl) since MAS having a "big problem"? If you are a teacher and someone ask, who will be the top 3 student in the class for this coming year? Guess what's the answer? I think you just need to refer to last 3 years' record, very high percentage, the top three students will r

Doing Good to Support Those Who Need it!

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It come the time to pay income tax for those Malaysian who are eligible. I know, there are many people out there may not agree if I say paying tax is your responsibility. After all, I think the system is fair, if you are poor (income below $2500), no need to pay income tax. Perhaps I should congratulate those eligible as taxpayer, you become taxpayer because your income already reach certain level. The higher your income, the higher your contribution. Let accept the fact that we need to pay tax in most of the countries, unless you migrate to country like Brunei, where all residents are rich including the Government. We are the one who control the way how to think, don't let the mind full of negative thinking that paying tax is a lose for you. Or thinking that government is sucking your blood? For those stay at apartment, we require to pay maintenance fee in order for the management to operate smoothly. Similar for a country, we need someone to take care of the daily operation job

Five Reason why invest in Brahim

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In my last email, one of the stock I wrote was Brahim (9474.kl). Since I received few query about this company, I think it's good for me to tell some story. Five years ago, there was a company name Tamadam, it's was not famous and only few people want to invest it stock, as the earning/ profit of the company was suck! However, this change after 2008, when the company changed direction and rename it as Brahim.   Since then, the company bought "LSG Sky Chefs Holdings"   and turn itself became the monopoly business - the world's largest halal fight kitchen. Currently, it able to produce about 60,000 fight halal meal daily, with MAS as their main customer. Beside MAS, it also provide the similar service to other 35 Airlines. At the LCCT, it also operate two restaurant under name of Taste of Asia and Cafe Expresso. Assume 1 billion Muslim worldwide travel within these Airlines, for Brahim to grow 20% a year is not a problem.   Brahim will start the sugar operat

SIX REASONS WHY BURSA COMPOSITE INDEX WILL BREAK 2,000 BY END 2015

I received a lot of email every day, one of it, draw my attention and I think it's good to share with reader this one, below the content, enjoy reading:       ***************************************************************** I am going to stick my neck out here and making a gutsy speculation that KLCI will break above 2,000 level, two years from now. Yes, seriously as early as December 2015. While that might sound crazy (KLCI is still struggling with 1800 this week), let me humbly justify with SIX undisputable reasons why Bursa will hit 2,000 magic numbers. REASON 1  : Subprime Crisis Is Over. Solid USA & European Economies. The USA economy is in its best performance since the depths of the financial recession in 2008. Bloomberg consensus expect USA to post solid economic growth of more than 3% through 2016 and 6% unemployment rate by end 2014, the best rate in five years. The worst is also over for Europe. Europe especially the PIGS (Portugal, Ireland, Greece and Spai

Super Investor - can we duplicate?

I am very agreed with one of the senior investor, saying that "investing" is something quite difficult to teach someone, be it your spouse, friend or relative, if they don't have "get rich seed" planted in their mind. I like one point he call to buy a stock Jaya Tiasa (currently RM2.30) and keep for 3 to 5 years to see if he is right or wrong. If he's right, you will double your fund, if wrong, you will still gain some experience. Enjoy reading the full content below:  (from  http://klse.i3investor.com/blogs/koonyewyinblog/45867.jsp ) The last time I published ‘ How to become a super investor? ’ I received more than 200 commentaries. Of course, most of the commentaries are good, but a few are really bad and insulting. In fact, one doubted my sincerity and accused me of trying to promote Jaya Tiasa. Fortunately or unfortunately, Jaya Tiasa did go up by about 20%, soon after the publication of my article. It went up too fast and not sustainable. As expect