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[转帖] 冷眼的股票组合,更新2014-5月 - boonlee

Tan KW
Publish date: Tue, 20 May 2014, 08:31 PM
Tan KW
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Monday, May 19, 2014 

Ali再跟进冷眼的组合,发现有变动。


早前的20个组合,有5只股票有变动;那就是ECS,GTRONIC,NCB,POHUAT和PRESBHD



No. Stock Name 18/04/2014 17/05/2014 Change
1 ECS 1,000,000 800,000 -200,000
2 GTRONIC 2,500,000 2,100,000 -400,000
3 HUAYANG 1,736,000 1,736,000 0
4 IVORY 3,000,000 3,000,000 0
5 LATITUD 1,365,000 1,365,000 0
6 MBL 1,600,000 1,600,000 0
7 MMODE 1,600,000 1,600,000 0
8 MULTICO 1,300,000 1,300,000 0
9 NCB 300,000 0 -300,000
10 P&O 1,300,000 1,300,000 0
11 POHUAT 1,540,000 1,543,000 3,000
12 PRESBHD 1,000,000 2,000,000 1,000,000
13 PRTASCO 1,500,000 1,500,000 0
14 SAPIND 700,000 700,000 0
15 SUCCESS 920,000 920,000 0
16 TAMBUN 2,000,000 2,000,000 0
17 TASCO 300,000 300,000 0
18 TECNIC 180,000 180,000 0
19 UNIMECH 2,000,000 2,000,000 0
20 YEELEE 380,000 380,000 0

 
NCB,卖了,但是有可能不是卖完,可能少于30大股东,就没有记录在年报了。NCB几个季度的成绩都不是很亮眼。
PRESBHD,加码double up。看来冷眼对这家公司很有信心,是组合里第二大股,在GTRONIC之后,把TAMBUN挤到老三。
 

 
 
有兴趣看之前《冷眼的股票组合,一目了然

http://aliinvest.blogspot.com/2014/05/fongsiling.html

Discussions
7 people like this. Showing 27 of 27 comments

fankim

thanks for this information ... :)

2014-05-19 16:12

Kent

PRESBHD double up should be because of 1:1 BONUS ISSUE ba..

2014-05-19 16:17

fankim

I am really surprise when 冷眼 sold the MSC...

2014-05-19 16:18

fankim

ya ... i believe so it is due to 1:1 bonus issues on 30Apr14

2014-05-19 16:20

matrix6050

Yup, it should be the bonus issue not he added on the share, that's my thought

2014-05-19 16:22

magician

PRESBHD has a 1:1 bonus issue ex-dated 30-Apr-2014. That's why the no. of shares has double.

2014-05-19 16:25

fankim

Not sure what happen to 冷眼 ... it seems not much news from him nowadays ..

2014-05-19 16:39

blowjob

Please take note that there were bonus issues for Gtronic and Presbhd, not "Double Up"

2014-05-19 16:52

Ant

冷眼 ... as a 70+ years old man with that voloums of share should travel all around the lah

2014-05-19 17:21

fankim

Haha... maybe lor ... i thought he got commitment to write articles in news papers and mag ...

2014-05-19 17:51

fankim

He still got time to sell NCB ... :)

2014-05-19 17:52

keatming

still have another not in your list, KHIND 200,000 shares, can find in 2013 annual report

2014-05-19 18:05

fankim

I think this one in cimb is more updated ... updated monthly i think

2014-05-19 18:08

fatty_tang

still got Khind, KSSC, Luxchem

2014-05-19 20:40

semut

those company are nice picks but not much movement can be seen so far

2014-05-19 20:44

newbie2014

what about maybulk, remember he recommend this also

2014-05-19 22:16

newbird33

He is busy travelling and writing a book.

2014-05-19 22:31

success

What is that software? How can it search the share holder?
Thanks

2014-05-19 22:32

Samtuckfatt

Presbhd double due to bonus issue 1 for 1

2014-05-19 23:59

Goldenpointer

ivory good ?

2014-05-20 11:35

davidkkw79

Protasco much more better than ivory, ivory too much debt, might raise a right issue call again or private placement

2014-05-20 12:12

socaisocai

dont know cold eye still got MBSB or not?

2014-05-21 11:32

darius_175

Yes he still hold it

2014-05-21 13:27

edmundcsh

why dont have luxchem, he got 360,000 shares, 0.276%

2014-05-21 13:41

socaisocai

Hi Darius, thanks for the info. i think maybe he is not Top 30 anymore.

2014-05-21 13:44

Mobius

He sold all L&G??

2014-05-21 22:18

superman11

where to find this info regarding cold eye investment movement?

2014-05-22 14:50

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