Merry Christmas!... have a blessed holiday.

YTL Land a buy and a must...

So many good news and so many reasons to buy stocks but this one stock is a must have for the next 5 months... YTLLand, why?

Simple, here are a few...

1) The launch of "The Capers" in 2011.

2) Impending huge asset reflation

3) KL-Sin bullet train potential

4) More project launches in the pipeline since its acquisition of companies with strategic lands from it parent company YTL Corp.

Lastly, please buy with reserve cash, else don't cry foul if later the stock tanks because of some external shock such as Korean wars and you needed the money ... :)

KLCI Bull vs bear....(DRBHCOM)

In today's situation, both macro and micro economic perspective, most people who follows the financial news will say that the KLCI is trading at a high level... however they also believe it will go higher from here... question is how high and what stock to ride, typical question that none other that ourself will be able to convince and should be convincing ourselves to buy or sell.

So should we be focusing on the potential M&A candidates or perhaps better of on the laggards?
Of late mahy people have came out to comment on the DRBHCOM recent run up and honestly I think this stock is obviously going to have more news in the pipeline (privatisation of subs or spin off, etc) On the potential of more government contracts from defense ministry, I am rather sceptical to that in view of the little material impact even if something along that line does materialize.

Well the stock have rallied close to 40% since Dec 1st and therefore in my opinion its time to take profit and lock in the gain. Sell the stock and buy back when it retreat to ~RM1.70 would be a reasonable way of playing this.

Never get carried away with the sentiment of the bull in today's market....

Boustead, a gold pot?

The company just posted a ~1.5bil revenue for 3rd quarter 2010 results and announced a 12 sen dividend to be paid by mid of Dec. Impressive track record and company's currently finalizing 2 lucrative projects that is the 60 acres Jln Cochrane land and the 245 acres Batu Cantonment army base land. [Consider this done deal. :)]

HDBSVR recently raised the value of the stock by SOP and value it at RM10.35.

While that's one way of calculating the company's value, we also should consider the potential re-rating of the property sector as a results of improving economy and the large amount of hot money inflow that will land in many Asian countries particularly Malaysia inview of the rising ringgit. Property sector in Malaysia will certainly benefit from the growing confidence and thus lower risk aversion as a result of better liquidity financial system and easy financing from banks.

Also the consistent dividend record of the company in 2010 also further convince many of the healthy cash flow of the company. In my opinion, the company should be valued at min of RM8.50 in the next 9 months.

Kstar, another "subprime" in stock?

Well, this is another stock that certainly has many caught in surprise when KStar stock price plunge from the opening price of 89.5 sen to 50 sen day low earlier. As usual our Bursa did their part, that is to issue a query to the company...
Come on certainly bursa can do better than this? This is a matter of public interest, its the people's money we're talking about...Obviously many insider tradings took place.... I pity the honest investors out there who hold the stocks in their portfolio...
Especially when the company just posted a pre tax profit of ~20mil about a weeks ago and today the stock erased ~40% of its market cap?? Don't fucking tell me there is nothing but of course, the company can still say that the board of directors are not aware of any activities and will inform Bursa if there is any new development. :)
Well, Yusli do as you would be done by... do you role.!!