Stock Pick 2015 - Icon8888
Owner: Tan KW
Access Type: SHARED | Tag: SP2015
Stock Pick Year 2015 from Icon8888
TOC - http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp
Posted by Icon8888 > Dec 31, 2014 11:23 AM | Report Abuse
Dear Tan KW,
my stock picks for 2015 :-
Engtex 10% (low PER. Potential beneficiary of Selangor water restructuring)
Gadang 10% (High earnings visibility from Capital 21 JV and RAPID contracts)
GOB 10% (high earnings visibility from progress billing of Damen SOHO and completion of
Damen shopping mall. Batu Kawan will drive future growth)
IQ Group 20% (export oriented company trading at 5 times PER and will benefit from weak Ringgit)
Lii Hen 10% (low PER of 6.7 times, strong dividend yield, beneficiary of weak Ringgit)
MMSV 10% (will benefit from expected strong demand for LED products over next two years. Shielded from domestic economic issues as products cater for external market)
Poh Huat 20% (low PER of 5 times, strong dividend yield of 5.5%. Beneficiary of weak Ringgit)
Tong Herr 10% (low PER, high dividend yield. Beneficiary of weak Ringgit)
thank you
TOC - http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp
Posted by Icon8888 > Dec 31, 2014 11:23 AM | Report Abuse
Dear Tan KW,
my stock picks for 2015 :-
Engtex 10% (low PER. Potential beneficiary of Selangor water restructuring)
Gadang 10% (High earnings visibility from Capital 21 JV and RAPID contracts)
GOB 10% (high earnings visibility from progress billing of Damen SOHO and completion of
Damen shopping mall. Batu Kawan will drive future growth)
IQ Group 20% (export oriented company trading at 5 times PER and will benefit from weak Ringgit)
Lii Hen 10% (low PER of 6.7 times, strong dividend yield, beneficiary of weak Ringgit)
MMSV 10% (will benefit from expected strong demand for LED products over next two years. Shielded from domestic economic issues as products cater for external market)
Poh Huat 20% (low PER of 5 times, strong dividend yield of 5.5%. Beneficiary of weak Ringgit)
Tong Herr 10% (low PER, high dividend yield. Beneficiary of weak Ringgit)
thank you
Total Value
86,400.01
Today's Change
+0.00 (0.00%)
Allocation
Stock's Value 85,811.50
Current Holding 9 Stocks
All Time Holding 9 Stocks
% of Total Value 99.32%
Available Cash Balance 588.51
Current Cash Balance 588.51
Unpaid Dividend 0.00
% of Total Value 0.68%
Performance
Average Cost 100,408.00
Unrealized Gain -14,007.99
% over Average Cost -13.95%
Total Capital 100,000.00
Total Return -13,599.99
% over Total Capital -13.60%
Last Updated:
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Holding
Hints:
[1] Click the icon on table to view the stock's What If Analysis Page.
[2] Click the Shares hyperlink on table to view the portfolio's stock page.
Stock:
Cost:
| Stock | Last Price | Change | Shares | Market Value | % | Average Cost | Per Share | Unrealized Gain | % | Day Gain | % |
|---|
Discussions
3 people like this. Showing 31 of 31 comments
This April, I have beaten Icon and next is OTB! It's been a huge motivation for me in this stock picks to compete against you two! Cheers!
2015-04-16 18:57
Fortunebullz..........
you and OTB same same.. why must compete leh???
WELL DONE! Great JOB! really far-sighted ya!!!!!!!!!!
Friendship on top of competition ya.. U see me, nt even qualified for the contest...... I monitor my own if I take part believe I will occupy bottom 3 with -ve percentage....
have a great evening.
2015-04-16 19:05
Duit! Many thanks! Just like sport, we compete against the best in order to better ourselves! Cheers!
2015-04-16 19:09
hahahaha..............
I like sport!!!!!!!!!!!!!!!! YES I compete in sports as well.......
I wakil my kampong to National Congkak game last time....
We compete to know better of our weakness but not bcoz of VICTORY ...
2015-04-16 19:14
Engtex dunno do what, sometime do this, sometime do that, GADANG no new book order, GOB better dead than alive, sell assets keep cash by itself.IQGroup export not going same growth next yr, LIIHEN, MMSV,POHUAT,TONGHER all same......dead
2015-10-13 12:04
Dear Mr Tan,
Please adjust share split for Pohuat. 1,000 into 2,000 (13,600 shares become 27,200 shares)
and 1 warrant for 4,000 new shares after split (6,800 free warrants).
Thank you
2015-10-19 23:13
Dear Mr Tan,
Please adjust bonus issue and share split for Lii Hen. 1,000 into 3,000 (3,500 shares become 10,500 shares)
Thank you
2015-10-19 23:22
Done
-------
POHUAT's split - http://www.klse.my/entitlement/116678.jsp
POHUAT's dividend - http://www.klse.my/entitlement/116640.jsp
LIIHEN's bonus - http://www.klse.my/entitlement/116674.jsp - one Bonus Share for every two existing LHIB Shares, gain 1,750 shares
POHUAT's warrant - http://www.klse.my/entitlement/116679.jsp - remind me once it is listed
2015-10-20 11:58
dear Mr Tan,
you have only adjusted for the bonus, not the share split
the correct number of Lii Hen shares in my portfolio should be 10,500 shares, not 5,250 shares
Thank you
2015-10-20 12:10
Engtex dunno do what, sometime do this, sometime do that, GADANG no new book order, GOB better dead than alive, sell assets keep cash by itself.IQGroup export not going same growth next yr, LIIHEN, MMSV,POHUAT,TONGHER all same......dead
2015-10-20 12:45
Done - http://www.klse.my/entitlement/116675.jsp
Icon8888 dear Mr Tan,
you have only adjusted for the bonus, not the share split
the correct number of Lii Hen shares in my portfolio should be 10,500 shares, not 5,250 shares
Thank you
20/10/2015 12:10
2015-10-20 13:33
Dear Mr Tan, please add 6,800 Pohuat WB into my portfolio
Those are free warrants (1 for 4 shares held after split)
2015-10-27 22:31
Done
Icon8888 Dear Mr Tan, please add 6,800 Pohuat WB into my portfolio
Those are free warrants (1 for 4 shares held after split)
27/10/2015 22:31
2015-10-29 10:48
Collin Soo
Good luck!
2015-01-01 11:45