Monday, January 16, 2012

YTLLand.... ready for the next move



This stock has been in a sleeping mode for a while...
Might just be timely to start looking at this counter... and accumulate some before it starts rising again to RM1.50... some reasons to consider are as below...

1) Potential catalyst: re-rating due to potential from the MRT exposure.
2) Huge land bank of over 2.2k acres last I was told..
3) Privatisation talk?

You decide...

Thursday, January 12, 2012

DRBHCOM getting proton at a bargain?

Looks like it... reason is more investment is required to sustain and grow proton... so purchase price will have to account for that... so buy proton or DRB? :)

UOADEV.... positioning for upside



UOADev has been on a down trend ever since its IPO days and its not surprising given the high IPO price during the listing... Anyway, the stocks have been hovering at the range of RM1.30-RM1.48 range for a while now...certainly looks healthy for an upside rally... Despite property sector downside risks... this counter looks to be a good bet for a short terms 10-20% return.

Any dip in Dialog from its closing price today to below RM2.40 is a good buy...

Tuesday, January 10, 2012

What's up with MBSB?


Well, MBSB just broke RM2 today and closed at RM2.02 hitting an intraday high of RM2.05...

What's in store for the rise in the share price?...


Q4 earning is expected to be much better than expectation... Growth prospect is solid... especially with the government friendly policy of late that has given the majority of household the extra bucks to ease their cost of living.


MBSB's operating income is expected to continue to rise in the next 6-12 months...

Also will there be M&A involved for this counter?...maybe... Is RM2.50 a reality or a dream too far fetch?


It might just be a reality in the next 6 months if its a normal year but since we have election this year, so let's target the next 8 trading days... I would say RM2.20 could be achievable if similar volume continues to pile into it...Should it stay above RM2, its 80% going to hit that price with ease...


Could there be another leg up?...we'll see... :)



Sunday, January 1, 2012

2012 Resolutions...



Well, here we are the first day of 2012...Happy New Year!
Some issues to consider for the year ...



1) There will be a "clean" election in Malaysia.

2) Nagging Euro problem

3) China economic hard landing fear

4) Arab crisis and Iran nuclear/oil output standoff.



Below are what I think will happen



1) BN will win with similar margin as 2008 if not worse.

2) Euro will survive and get stronger

3) China will not merely soft land and stock market is expected to pick up by 2H

4) Iran issue will keep oil above USD120 but Arab crisis will ease out with leaders being ousted just like Egypt and Libya.



Below are some personal forecast for KLCI


-Jan effect to kick in strong... Feb onwards is a time to sell all and go away...

-RHBCap offer price for OSK... ~RM2.38.

-BIMB and MBSB to be and hit RM2 and above respectively.

-GENTING to rise..

-UEMLAND to expected to rise ~15% share price in the next 1-2 months...

- BENALEC is going to go way above IPO opening price for good..



Well, I guess that's all for now....


By the way, Man City lost to Sunderland 1-0... its a fair score and that's what happen when there is no concentration... keep it up! :p