[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

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

《官有缘Koon Yew Yin's 股票组合》

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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