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[转帖] 冷眼的股票组合,更新2014-6月 - boonlee

Tan KW
Publish date: Wed, 04 Jun 2014, 09:53 AM
Tan KW
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Tuesday, June 3, 2014 

冷眼股票组合6月更新。Ali先要多谢多位读者提供资料,使跟进和追踪冷眼组合更加完善。

自从Ali把冷眼组合“公开”后,得到很多读者支撑,也有一些读者谴责。所以Ali先要在这里声明:这些资料都是从公开、正当、合法的途径得到。在Bursa上市条例,公司需要公开30大股东的名字。这也是一项透明制度,以免黑箱作业,有人一边放好消息,一边出货。

常常我们会看到Forbes刊登世界富豪榜,同样在本地报章也列出本区域富豪榜:
2014 年南洋大马超级富豪榜

而且冷眼自己也谈论过《大马40富豪榜》的新闻,分享果实。在这里分享大家敬佩的投资大师的实战。作为小本投资者,我们又可以从他们身上学到什么?

Ok,来看看这次冷眼股票组合
http://klse.i3investor.com/servlets/pfs/31055.jsp


No.
Stock Name
17/05/2014
3/6/2014
Change
1
ECS
800,000
800,000
0
2
GTRONIC
2,100,000
2,100,000
0
3
HEVEA
 
660,000
660,000
4
HUAYANG
1,736,000
1,736,000
0
5
IVORY
3,000,000
3,000,000
0
6
KHIND
0
200,000
200,000
7
KSSC
0
300,000
300,000
8
LATITUD
1,365,000
1,365,000
0
9
LUXCHEM
0
360,000
360,000
10
MBL
1,600,000
0
-1,600,000
11
MBL-WA
 
1,000,000
1,000,000
12
MMODE
1,600,000
1,380,000
-220,000
13
MULTICO
1,300,000
1,300,000
0
14
P&O
1,300,000
1,300,000
0
15
POHUAT
1,543,000
1,543,000
0
16
PRESBHD
2,000,000
2,000,000
0
17
PRTASCO
1,500,000
0
-1,500,000
18
SAPIND
700,000
700,000
0
19
SUCCESS
920,000
0
-920,000
20
TAMBUN
2,000,000
2,220,000
220,000
21
TASCO
300,000
300,000
0
22
TECNIC
180,000
180,000
0
23
UNIMECH
2,000,000
2,000,000
0
24
YEELEE
380,000
380,000
0

 
一眼望过去,有很多变动。新添5个,出局3个,加码1个,减码1个。
 
Transaction
Stock
Volume
Value
Shares In
TAMBUN
220,000
448,800.00
Shares Out
SUCCESS
920,000
-1,361,600.00
Shares Out
PRTASCO
1,500,000
-2,910,000.00
Shares Out
MMODE
220,000
-148,500.00
Shares In
MBL-WA
1,000,000
300,000.00
Shares Out
MBL
1,600,000
-1,520,000.00
Shares In
LUXCHEM
360,000
518,400.00
Shares In
KSSC
300,000
190,500.00
Shares In
KHIND
200,000
560,000.00
Shares In
HEVEA
660,000
897,600.00
 

以个别股来看,MBL全部卖掉,剩下MBL-WA
SUCCESS,PRTASCO全部卖掉,
HEVEA,KHIND,LUXCHEM,KSSC新成员股,
加码TAMBUN,
减持MMODE。
 
这次变动共涉及8百多万马币(8 million)!,或者净额减3百多万马币(-3 million)!
以总组合4千多万来计算,大概是取出7%现金。
 
***以上资料只供参考,没有买卖建议***
 
 
如果有兴趣看另一位投资大师的组合
 
 

http://aliinvest.blogspot.com/2014/05/koon-yew-yins.html

Discussions
2 people like this. Showing 4 of 4 comments

Derek Ang Yew Pin

I think he sell his Ivory already ... didn't see him in the 2013 annual report

2014-06-04 10:11

fangyew

gogo check JOHOTIN

2014-06-04 12:29

ky123

what the reason he sell prtasco?

2014-06-05 15:18

blowjob

go ask him yourself

2014-06-05 15:20

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