sold all orna at Rm1.00 (28 august 2024), glad to still be able to exit at same as my latest reentry price of Rm1.00 despite another flop QR

@fruitcake that's why technical analysis isn't the correct way to trade nowadays, easily manipulated. fundamental always previal at the end

klci small index falling problem again?

what happen? I thought QR is good?

even at 1.9 cts, that is just for half year, full year assume another 1.9 cts, won't hard since they mentioned there is 1 off cost for kys this QR. assuming 3.8 cts for whole year that would still be 3.8 / 0.54 = 7%, a fantastic DY at current market price

@Justmeme agree and I love that idea, too bad management won't like the idea, rarely there is any entrepreneur that would like to fold up their business and go enjoy life with the money, they got addicted to keep running the business. it is like a child for them, not for sale

bought into my very first reits counter HEKTAR at 0.545 (9.00am open price, 23 august 2024). improved revenue, EPS / distribution DPS due to new inclusion of KYS that seems yet to be reflected in price. one of the highest of not the highest DY reits counter. however, I am anticipating capital gain through market price increase due to the unreasonably high DY instead of investing for the long term DY itself. first reits I deemed as undervalue for trade. others seems to be traded at fair value therefore unable to attract my interest so far.

[22/8/2024 5:04 pm] SincereStock: sold some dksh (22 august 2024) to reduce stakes toward its qr. time for it to perform for its current good qr is running out and the expectation bar set for next qr is quite high to worth the risk

price still not even fully recover from black monday

price still not even fully recover from black monday

first time entering UNIMECH at 1.50 (9am open price, 22 august 2024). downtrending old school important business that is still profitable (PE below 10) and not sunsetting in foreseeable future. more cash than total liabilities. nice NTA discount. fulfilling well my main criterias for value trading, thanks for the downtrend to provide a good opportunity to entry this counter that previously traded at fair or above fair value at discounted value. and thanks for the recent QR report that attract my attention to this counter that I ignored for long

first time entering TGUAN at 1.75 (9am open price, 22 august 2024). downtrending old school important business that is still profitable (PE below 10) and not sunsetting in foreseeable future. more cash than total liabilities. nice NTA discount. fulfilling well my main criterias for value trading, thanks for the downtrend to provide a good opportunity to entry this counter that previously traded at fair or above fair value at discounted value. and thanks for the recent QR report that attract my attention to this counter that I ignored for long

while still holding some SYGROUP, although I expected SYGROUP will perform better than harbour within this 3 months QR, I can't believe SYGROUP actually performed so so much better than HARBOUR, way beyond my expectation.

which also means, the underperform HARBOUR is actually a very good bargain now. especially for those who locked a few profit from SYGROUP

topped up a few more HARBOUR at 1.41 with cash I just unlocked from ASIAPAC (21 august 2024), HARBOUR is so so much better bargain than SYGROUP now

@nemesis yes agree. btw today rising is probably catalysted by potential SMI take over, if successful will give more cash to ASIAPAC to ease up it's huge debts

just trade a few in between in case non stop flip flopping only

still got a lot asiapac left, asiapac is currently my main holding made up of near 40% of my total capital

sold a few ASIAPAC at 0.11 & 0.12 to lock profit (21 august 2024)

sold all YSPSAH at open price of 2.35 after very disaapointing QR (9.00am, 21 august 2024)

2.5 is possible only IF post excellent QR

finally reentered HARBOUR at 1.41, very good bargain and pre QR position. comparatively much cheaper than SYGROUP now, while having similar chance to post good QR. This time holding both SYGROUP and HARBOUR into their respestive QR. hopefully both perform as good as expectation ^_^

bought back a few pphb i just sold at 0.935, (19 august 2024, 2.55pm) good enough bargain for more privatization betting stakes

sold some pphb at 0.965 (19 august 2024, 2.30pm right as soon as right after qr release), not so satisfied with slight declining qr. only keep a few pphb left in case of privatization

sold a few MESB to lock profit at 0.575 (4.35pm, 16 august 2024) still got some left and will keep until QR release

perhaps good for one off profit & clearing some debts?

will keep remaining until it's QR release, & will top up if price retracts significantly again prior QR release

sold a few SYGROUP at 0.95 to lock profit, still got some left (13 august 2024)

https://news.seehua.com/post/1197291

good news for ASIAPAC's imago mall

https://www.theborneopost.com/2024/05/11/tourist-arrival-in-sabah-increases-32-8-in-first-three-months/#:~:text=KOTA%20KINABALU%20(May%2011)%3A,three%20months%20of%20this%20year.

good news for ASIAPAC's imago mall

topped up a few more MESB at 0.520 (08 august 2024, 3.30pm)

sold a few sygroup to lock profit at 0.870 (07 august 2024, 4.50pm preclose price) still got some sygroup stakes left

reluctantly sold a few nhfatt at 1.91, using the cash to top up ktc at 0.210 (07 august 2024)

topped up a few ktc at 0.210 (morning 07 august 2024)

sold a few DKSH throughout today (05 august 2024), for being 1 of the most resilent counter during today mini crisis, repositioning the cash to other more affected counters (mesb, sygroup, asiapac, prestar)

topped up a few more ASIAPAC at 0.100 (3.54pm, 05 august 2024)

top up a few more SYGROUP again at 0.805 (12.30pm t-price, 05 august 2024)

topped up a few MESB at 0.540 (05 august 2024, 12.21pm)

topped up a few prestar at 0.445 (10.07am, 05 august 2024)

sold back at 0.835 (05 august 2024, 9.55am), still got my previously existing sygroup left

top up a few more SYGROUP at 0.785 (05 august 2024)

@speakup very good opportunity to top up, only risk is sub par upcoming QR

just offloaded a few POHKONG at 1.22 (02 august 2024, still got plenty of POHKONG stakes left), need to standby bullet to top up other discounted stock during this red market

topped up a few more PPHB at 0.955 (02 august 2024)

reluctantly sold a few DKSH at 5.100 (02 august 2024), still got a lot of DKSH stakes left, needed the cash to urgently top up discounted SYGROUP

top up a few SYGROUP at 0.855 (2.55pm, 02 august 2024), bought back those I sold recently at 0.950 (10.27am 29 july 2024)

if not for today red klci market sentiment, definitely good timing to up already now

i think pohkong qr being announced 1 month later than tomei can be reason why it's price is always lagging behind despite last recent QR is better than tomei

pohkong behind tomei again, chasing up is due

（吉隆坡30日讯）制造业有复苏迹象可带稳国内劳动市场，薪资调整加上第三户头（或称灵活户头）提款、国际游客回流，分析员看好消费领域前景，但提醒业者得了解婴儿潮和X世代、千禧一代（Millennial）和Z世代消费观的不同，因这将改变整个零售格局。

消费领域前景唱好
大众研究分析员今日在报告指出，消费支出的短期逆风还是柴油自由浮动及接下来将落实的燃油补贴合理化，但在更高可支配收入带动下，相信消费者情绪将逐步改善。

“我们认为，这些利好主要将惠及消费必需品，而不是非必需品，尤其宏观经济利空环绕、生活费攀升及市场对RON95燃油补贴合理化的担忧未散，这或造成对价格相当敏感的消费者‘降级’消费，或潜在惠及产品组合多元的利直南控股（DKSH,5908,主板消费产品服务组）。”

利直南控股 (DKSH)

评级：跑赢大市

目标价：5令吉85仙

产品多元可抵御价格敏感消费者转向低价商品的冲击，另外更高可支配收入也有利该公司，依据2025财政年每股盈利的7倍本益比，给予“跑赢大市”评级及5令吉85仙目标价，目前以6倍本益比交易，估值便宜。

quoted from source: https://www.klsescreener.com/v2/news/view/1366961

@Invest_888 very well analysis