@abang matakuda: hatta sekalipun lautan api sanggup direnangi, market yg penuh buaya dan ikan jerung sememangnya pasti menanti dengan tangan terbuka - janji semangat jangan pudar dan patah. teruskan perjuangan bursa, bang! teringat lagu: https://www.youtube.com/watch?v=ZsfI1H6ZR7w (Pok Pok Bujang Lapok).. ada mancis, tak ada rokok.. poket kosong penuh habuk bwhahaa! tapi masih tetap berjalan..
I will give away my 1 year subscription free (worth RM 960.00) to all top 3 participants for a year at the end of this competition.
Thank you. Ooi
wakakakaka ... what 1 year subscription fee ? stock related magazine / paper from institution ? can exchange to cash ? let see this round otb can in top 10 not with quite a number of participants .
Reasons for picking SKPetro/Gadang/AmCorp/BCB/Insas.
SKPetro : Since we are on Buy and Hold strategy, oil price should rebound in the 2nd half 2015 and SKPetro should rebound ,too. Has very high order book in hand. Likely will lead the O & G rebound in 2nd half 2015.
Gadang : Order book >1.3b, well diversified. Construction activities should pick up this year. Low PE 7.3X.
AmCorp : Many projects in UK, will benefit from weak RM. Pays reasonable dividends.
BCB : High GDV for smallish property company > 4 billion. HomeTree 1.8b ; Bandar Putera Indah, Batu Pahat ( with HSR to Singapore having a station here ) 1.1b ; Concerto 560mil and Park Residence@Medini 1.2b ( small units of about rm400k each). Market cap only about 200 mil. Net TA about rm 400 mil.
Insas : Inari will be main catalyst. Its valuation alone 80% plus that of Insas market capitalisation. Some investment in UK as well. Grossly undervalued, i believe.
It is an honor for me to participate in this stock pick competition 2015 and thank you for organizing. Below is my portfolio, feel free to add in. Million of thanks go to you, Mr. Tan.
@Ooi Teik Bee, I hope if there is any volunteer able to help me to compile a monthly or quarterly result review. Inwest88 is definitely a good candidate if he have time to help.
Ooi Teik Bee Dear Mr Tan KW,
I suggest you please try to get 2 or 3 persons to help you to manage this competition effectively.
One person I have in mind is Inwest88 who had good experience in 2013 (2H) stock pick.
Posted by Tan KW > Jan 5, 2015 09:37 AM | Report Abuse
@Ooi Teik Bee, I hope if there is any volunteer able to help me to compile a monthly or quarterly result review. Inwest88 is definitely a good candidate if he have time to help.
Can any volunteer willing to help Mr Tan KW ? Please help to make it a grand event.
how nice if we can have a table that are linked to all the participants' portfolio and automatically update the latest return figures (gain / loss) in % by end of day.
as at today, the top dog is Up Down with 18% return due to the Index Put Warrants
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
matakuda
530 posts
Posted by matakuda > 2015-01-04 01:04 | Report Abuse
Ayamtua, abang dah biasa dengan perisal merudum, gelongsor & gelincir. Duit hasil titik peluh abang dah habis sejat pada penghujung 2014.