Circulation : What do u do next in your trading?

TNB has announced a 2.25 sen/kwh reduction in electricity tariff for Mar15-Jun15.

Below is a list of impact on sectors and companies from a 1% cut in electricity tariff on a FULL YEAR basis (vs. only 4 months in TNB's announcement):

Steel companies are bigger beneficiaries;

Ann Joo = +5.3% Choo Bee = +1.7% HTVB = +0.7% Tong Herr = +0.4% LM Cement = +1.25%

Rubber gloves = +0.14% to +0.18%

Healthcare = +0.35% for IHH and +0.5% for KPJ O&G = 0% to +0.3%

Plantation & Timber = no impact, as energy needs in estates and mills are self-generated.

Technology sector = +0.4% Telco = +0.1% Construction = +0.1%

Banks, consumer, media = no breakdown, but positive

REITs = savings are passed on

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This was sent to me ... circulated this morning. Seeing AnnJoo there?


There u are ... the chart telling stories. So, I bought into her this morning.


Tenaga ... pulling KLCI down yesterday noon ... and this morning. Well ... thanks, Tenaga. I bought 13.40 and below. Last batch to sell RM13.88. At the moment, it is RM13.74

http://www.tratles.net/2015/02/12/stock-watch-tenaga/

It is not the stocks. It is OUR decision ... our actions based on our experiences and taking it confidently. That is calculated risk.

I have changed my e-mail to cpteh@tratles.net if anyone wish to be in touch with me. I am organizing a CNY get-together.

TEH