@benwtk2007 I hope more peoples can join the challenge and we can learn from each others... but I have limitation to setup too much portfolio, and I will open it to 50 participants (on a first come firtst serve basic). All place have been taken. http://klse.i3investor.com/blogs/stock_pick_2017/112852.jsp
Dear Mr Tan, kindly help to update. Thank you 1) Tguan-wa - 30% [Earning quality is good and growth remained intact, is my stock pick in 2016 under growth theme]
2) Mudajaya - 10% [die hard praying it will turn around, is my stock pick in 2016 under fallen angel theme]
3) Tien Wah - 15% [die hard praying the restructuring and growth in regional tobacco industries to give promising result soon, is my stock pick in 2016 under growth theme)
4) Canone - 15% [Kian joo is expanding very well while own milk division continue to do well post expansion,undervalued theme + growth]
5) kimlun-wa - 15% [Leader in precast concrete + healthy order book. Defensive theme]
6) Tomypak-wa - 15% [New factory almost ready with uncertain capacity utilization. Pure luck theme)
Selection criateria based on EY > 10%, EV/EBITDA < 8, and FCFY > 10% Also weithage slightly heavy on Construction for MRT2 and OnG sector recovery play.
@lkoky @cubic7117 I hope more peoples can join the challenge and we can learn from each others... but I have limitation to setup too much portfolio, and I will open it to 50 participants (on a first come firtst serve basic). All place have been taken.
Dear Mr OTB, I hopes you will participate in 2017 stock pick and your kind decision to give free 1 year member subscription to 2017 top 3. Please reply ya. Thanks
Hi Mr Tan, may I know if you have created my portfolio? Sorry. With so many thread, I'm not sure which one to use. You can use whichever closing price date no worries.
I won't be participating in this year's competition coz I'm out of ideas for bursa shares. And coming in at 52nd place, malulah. U kids have fun. Much thanks to the organisers for the effort.
@soojinhou, my situation is the same like you (hence my lousy stock selection). But lets just participate for the sake of learning. I've participated with you since 2014 if not mistaken. Quite sad a lot of old timers are pulling out from this opportunity.
I'm out from the market in real life for >6months now but still participate to gain more knowledge from people here in i3. My stocks this year will not remotely reach top 30. But I hope my learning this year is the same if not more than last year.
TanKW, I m not participating this year as I dont have much time to hunt for stocks on Bursa this year. Will be looking at the participants for ideas. Thanks
@Jester, it's not that I don't want to try, it's that all my attention is focused on SGX and HKEX markets, which returned handsomely last year. Thus my lack of ideas and motivation to study Bursa stocks. As it is, Bursa is neither exciting or cheap.
@soojinhou, come and have fun with us. are we looking for 1 year result in the investment?
I won't be participating in this year's competition coz I'm out of ideas for bursa shares. And coming in at 52nd place, malulah. U kids have fun. Much thanks to the organisers for the effort
TanKW, I m not participating this year as I dont have much time to hunt for stocks on Bursa this year. Will be looking at the participants for ideas. Thanks
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....
benwtk2007
1 posts
Posted by benwtk2007 > 2017-01-01 23:45 | Report Abuse
my share picks are as follow: pensoni 30%,penta 30%,solution-wa 30%,ekovest 10%