Post Reply
121-140 of 737
freeme ( Date: 02-Dec-2010 16:20) Posted:
|
Hi Freeme, why r u switching to REIT stocks? I thought these are for long term/passive investors looking for yield instead of capital gain?what's ur opinion on suntec,ascendas, capitalcom, starhillglobal...?
For me I find it too hectic to monitor stock prices on a daily basis... better long term with good yields...
if u gg for dividend play, i think is one of the best yield reits now.. at current px, maybe can yield 9% p.a which i consider very good. downside currently is limited. I had previously do some research on reits too.
U can consider too:
Lippo Maple Indo
Cambridge Ind
Cache log
All yield above 7% p.a with upside potential too.
neutral ( Date: 02-Dec-2010 00:45) Posted:
|
freeme ( Date: 01-Dec-2010 17:11) Posted:
|
if one counter slumped with high volume usually there would be more downtrend channel or moving sideway.
Just my expectation It could be wrong. Cheers bro..~~
freeme ( Date: 01-Dec-2010 17:11) Posted:
|
today bot some capMallasia after considering for very long.. bot sm at 1.97
Yes.. based on their NAV n earning improvement.. i would say yes for long term..
nw 18cts liao.. miss out a 1 ct profit.. 2.6k sia.. just a diff in 1 day..lol
Bluevaio ( Date: 01-Dec-2010 10:24) Posted:
|
Well done bro,
good sight indeed on this counter.
Do u think still has more room to move?
freeme ( Date: 30-Nov-2010 14:27) Posted:
|
buy spice i2i at 12cts..
sold off all china sky at this moment.. hopefull will be back.
waiting for taisan at 17cts nw
bot into changtian..
reasons: above NAV 30cts, YOY earning still good despite Q3 earning down. Net cash of 17.5ct per share which is higher than current mkt share price (unless i count wrongly)
Downside: Company mentioned company in matured stage. Means growth is limited.
Finally exam over..
update on current holdings:
China sky @ new avg 0.152 - nw 0.17 > still 400% discount to NAV..
Courage ma @ 0.195 nw 0.185
China Env @ 0.255 - nw 0.22
China Taisan new avg @ 0.1925 - nw 0.180 > down 1 more ct and its time to double up.
Xin Ren @ 0.44 - nw 0.395 > rebound fr a low of 0.365.
Watch list:
mermaid, marco polo, ezion, ezra, otto marine,
Taisan is good. But profit remain 11 million SGD from Q1 - Q3 to compare past year
is very good but no movement quarter to quarter. Taisan could be the hidden gem but the management should have to come out some stimulus just like Gaoxian to push up de share price.
Currently, Gaoxian make used of KRX listing and Reuters interview to bring up his share price.
not at this moment.. i already holding sky n taisan.. all same industry.. nt gg to hold another same one..
but gaoxian still very good.. sky at 400% discount to nav.. taisan earning not losing to gaoxian also..
zhixuen ( Date: 23-Nov-2010 17:19) Posted:
|
Never consider on Gaoxian?
I lost almost 40% profit on all the counters.
Haihzzz.... I love peace no war please hahaha
ever since i bot renewable.. my picks mostly bang the wall..
last bet on renewable on 20cts.. haha.. wont add avg anymore on them liao..
maybe can try to bot opposite what i bot.. ;)
jonasljk ( Date: 23-Nov-2010 17:14) Posted:
|
richer? no leh..
this correction just push some of the counters to good support price.. fundamental unchange.. only sentiment.. need to conserve ammo also for unexpected events..
zhixuen ( Date: 23-Nov-2010 17:09) Posted:
|