The run is ahead of my estimate timeline. Disposed 40% (take profit) and keep the rest. Will buy more on weakness.

+StevenLee, it is in the quarter results note.

+Franksoweto, I am waiting for right time to enter again, regardless the price RM1.50 or RM1.70 because price is just a price, Price-Valuation is more important.

Buying the closed-end fund at a discount now.

Value investing = Long term holding.

Sold too early for such a good undervalued counter.

Click below for quarter results table.

https://plus.google.com/photos/100279251844745113499/albums/5766764809246042881/5766764810296419538

What are the implication?

GENTING is shaking out the weak holders before it climb again.

Yes, My broker is happy to have me as his client.

2Q2012 Results

PROFIT RM132.8 million includes a RM98m fair value adjustment.

PROFIT RM75.6 million includes a RM48.5m fair value adjustment.

Must compare apple to apple.

RM132.8 million includes a RM98m fair value adjustment.

RM75.6 million includes a RM48.5m fair value adjustment.

Must compare apple to apple.

Same question: WHEN will it moves like BSDREIT, CMMT ??

Better than EUPE, at least you have dividend from KEN.

Sold at 7.75 but to buy back at 7.50 level. Good stock to hold. But have no holding power.

sold all at 60 sen and now buy at 67.5 sen. Really wonderful....

Would like to accumulate more at my average cost is now RM9.39 but I am running out of bullets. sigh.

Sold all this week at average RM1.5274 and aim to start buy back slowly from RM1.49 as it is a good counter, strong EY, reasonable DY and Net Cash.

I am holding...... bought at 6.28 (ex-dividend) after sold at 6.69 (cum-dividend 15 sen) in less than 2 weeks.

Most of the time, investor double or increase the investment on a winning bet but I try not to do so because if caught on a down trend, I can average down instead of get caught at a high price. Of course, I learnt from mistake.

I guest next run will be 2~3 weeks before next results in 2nd week of October 2012. From now on, it is consolidating.

RM1.09-RM1.10 now, good price for a 9 sen dividend per year.

Now all time high 2.91

Testing Patience....

Still queue at RM1.29 but strong support at RM1.30

Click below for quarter results table.

https://plus.google.com/photos/100279251844745113499/albums/5766764809246042881/5766764810296419538

DY Compression to set in soon...

very good opportunity now. Buy at RM1.32 = Earnings Yield of 22.8% based on latest 4 quarters EPS (Very very good deal).

Not to mention the bigger order book as compared to last 6 quarters.

Will increase my holding by 50% if dropped further to RM1.29

Up and down!!!!

5 months, now RM7.23 and CIMB gives TP of RM9.10

My 3 months TP RM2.40 (by next quarter results)

Bought only 1,000 shares @ 0.98 today. To queue for 0.97 for another 2,000 shares.

Overbought. Wait lower to enter. To start from 1,000 at 0.98 first.

My analysis & comment for CSCENIC http://msolutionsadvisory.com/2012/07/cscenic-small-cap-good-dividend-yield.html

No bad.

Gives 5% return for 2 months. May be I should just hold instead of sell now at RM1.20.

Another record high @ RM2.20 now.... Will the market give it better PE rating from below 10 to at least 10?

At PE 10x and R-4Qs EPS, the Price should moves to RM2.40

If Haio get PE of 12x, ZHULIAN should deserve not less than 10x.

Look like it is time to buy now before it moves up.

ZHULIAN also have better Dividend Yield.... 3 sen per quarter.

Visit my blog for Summary for ZHULIAN quarter results for past 2 1/2 years with ratio analysis @ http://msolutionsadvisory.com/2012/07/value-investing-zhulian-5131.html

ZHULIAN has better exposure to high growth market like Thailand and ASEAN....

Based on latest 4 quarters results, the PE is 12.6 based on RM2.11

Better buy ZHULIAN, PE is slightly less than 9.0x based on RM2.16

When will it moves like BSDREIT over this week?

Too much $$$ in the banking system, US QE coming, Investor just go for safe haven. DY was driven down and down....

IF SUNREIT & PAVREIT can up so much, this definitely can keep.

Exceed TP, Sell @ RM2.00

Visit my blog for Summary for ZHULIAN quarter results for past 2 1/2 years with ratio analysis @ http://msolutionsadvisory.com/2012/07/value-investing-zhulian-5131.html

Based on current high 2.18 and dividend 3 sen per quarter, the DY is more than 5.5% (higher than my share margin interest). Still worth buying....

Wow, suddenly ZHULIAN (forum) is hot now...

Looking forward a better quarter results and better dividend next week.

Then, good time to buy now at 1.15??

Bought 2.90 (21.6.2012) Sold 2.99 (10.7.2012)

Good deal but now 3.01~3.02

Target to sell at 1.92 cum dividend.

Earned millions and taking vacation. Will be back soon....

Collect more now before break out.

How much of EPF fund pump in to support the price??

Only MACQUARIE GROUP dares to speak the truth!