Stock Pick 2015 - soojinhou
Owner: Tan KW
Access Type: SHARED | Tag: SP2015
Stock Pick Year 2015 from soojinhou
TOC - http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp
Posted by soojinhou > Dec 31, 2014 09:25 PM | Report Abuse
Tan KW thanks again for your efforts.
Divide into 3 equal allocation
1) Buy 12,000 Inari at RM2.54, which will entitle me for 1,500 rights issue and free warrants at RM1.50. This works out to be RM32,730, excluding transaction cost.
- This is a sure win since indicative right issue price is much much lower than the current market price.
- New capacity is about to come in in 2Q or 3Q, and therefore profits should jump. Iphone 6 is still selling like hot cakes and I expect the upgrade cycle to last at least a year.
2) Buy 27,500 Maybulk at RM1.21. I bet that it will benefit from low bunker cost, even as freight rates remain challenging. Low iron ore and coal price may spur more import/export activities and drive shipping activity. With a market cap of nearly RM6b and currently trading at 67% of book value, it appears to be a reasonably safe bet.
3) Buy 20,900 IQGroup at RM1.59. Come back kid posted 2 solid quarterly results, annualized PER is only 5. Declared maiden interim dividend after years of drought. Export driven and likely to benefit from strong USD and US recovery.
TOC - http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp
Posted by soojinhou > Dec 31, 2014 09:25 PM | Report Abuse
Tan KW thanks again for your efforts.
Divide into 3 equal allocation
1) Buy 12,000 Inari at RM2.54, which will entitle me for 1,500 rights issue and free warrants at RM1.50. This works out to be RM32,730, excluding transaction cost.
- This is a sure win since indicative right issue price is much much lower than the current market price.
- New capacity is about to come in in 2Q or 3Q, and therefore profits should jump. Iphone 6 is still selling like hot cakes and I expect the upgrade cycle to last at least a year.
2) Buy 27,500 Maybulk at RM1.21. I bet that it will benefit from low bunker cost, even as freight rates remain challenging. Low iron ore and coal price may spur more import/export activities and drive shipping activity. With a market cap of nearly RM6b and currently trading at 67% of book value, it appears to be a reasonably safe bet.
3) Buy 20,900 IQGroup at RM1.59. Come back kid posted 2 solid quarterly results, annualized PER is only 5. Declared maiden interim dividend after years of drought. Export driven and likely to benefit from strong USD and US recovery.
Total Value
64,135.90
Today's Change
-815.00 (-1.27%)
Allocation
Stock's Value 61,926.50
Current Holding 4 Stocks
All Time Holding 4 Stocks
% of Total Value 96.56%
Available Cash Balance 2,209.40
Current Cash Balance 2,209.40
Unpaid Dividend 0.00
% of Total Value 3.44%
Performance
Average Cost 101,670.50
Unrealized Gain -37,534.60
% over Average Cost -36.92%
Total Capital 100,000.00
Total Return -35,864.10
% over Total Capital -35.86%
Last Updated:
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Holding
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Stock:
Cost:
| Stock | Last Price | Change | Shares | Market Value | % | Average Cost | Per Share | Unrealized Gain | % | Day Gain | % |
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Discussions
1 person likes this. Showing 12 of 12 comments
Done.
Inform me once free warrant listed, so i can add 1500 free warrant to your portfolio
soojinhou Inari rights issue has gone ex. I have anticipated it and have reserved cash for subscription. See original post above.
31/01/2015 18:40
2015-02-02 17:42
Inari dividend gone ex-yesterday. 2.3 cents per share x 12,000 shares = RM 276. *note: rights issue has not been credited so it should not be entitled to dividends.
2015-02-17 15:19
Done
soojinhou Inari dividend gone ex-yesterday. 2.3 cents per share x 12,000 shares = RM 276. *note: rights issue has not been credited so it should not be entitled to dividends.
17/02/2015 15:19
2015-02-17 21:43
Inari dividend gone ex-yesterday. 2.1 cents per share x 13,500 shares = RM 283.5
2015-06-04 08:01
Done
soojinhou Inari dividend gone ex-yesterday. 2.1 cents per share x 13,500 shares = RM 283.5
04/06/2015 08:01
2015-06-04 11:06
Done
soojinhou IQGroup dividend 4 cents per share gone ex on 26/6/15 = RM836
29/08/2015 09:04
2015-08-29 11:05
Done.
soojinhou Maybulk dividend 1 cents per share gone ex on 28/5/15 = RM275
29/08/2015 09:15
2015-08-29 11:07
soojinhou
Inari rights issue has gone ex. I have anticipated it and have reserved cash for subscription. See original post above.
2015-01-31 18:40