KGT @ $1.035

Sell @ $1.035

My last lots, some from Aug-10…. Sold at a loss, based on historical cost. But, they ought to be a profit if based in DPUs collected over the years.. Looks like there's good support in recent times, likely due to expectations of 2H DPU (for Dec) of 4.69ct. One key attraction for KGT remains their Debt-free status, although it'd be advisable to keep an eye on their NAV (which drops with every DPU payout). Current NAV = $0.99.

My decision to sell is due to my low free cash and many other stocks having dropped (likely due to fears of US Tapering…) while KGT remains strong, having gone up from closer to $1 in recent weeks. 😀

KGT @ $1.035

Sell @ $1.035

Sold at a loss as I'm betting that it'll drop closer to latest NAV = $0.99 after it xd today (-2.5ct @ $1.035, DPU = 3.3ct). The next DPU is 6mths away and my target to buy back before then would be $1.02 or lower. No hurry, unless they announce new positive developments eg. new acquisitions… 😀

KGT @ $1.035

Buy @ $1.035

1H results will be out in a couple of weeks. For 1H, DPU = 3.13ct for past 2 years. Prices ought to be supported at NAV = $1.01 in the shorter term. Target for a short term trade. 😀

KGT @ $1.07

Sell @ $1.07

Contra off. Wasn't really looking and was alerted by LS alerting me via whatapps that it was starting 5pm matching at $1.08 (I jumped Q by putting @ $1.06 as I was already thinking of selling even at $1.05). Looks like there's really a premium for a debt free company! 😀

KGT @ $1.04

Buy @ $1.04

Decided to add back some as I'd sold my recent ones. This one is debt free, should be better to weather any fears of interest rate hike better.. I hope… 😀

KGT @ $1.055

Sell @ $1.055

There seems to be some interest returning to KGT after the damaging report by AmFraser some time back. Looks like it may have bottomed recently @ $1.035. 1H (Jun) results is ~2 mths away (on 16-Jul last year) and expected DPU = 3.13ct (same as last year). NAV = $1.01 and will likely drop to $0.98 after xd. Have to watch NAV closely as long as they don't do any yield accretive acquisitions and safer to buy only when it's closer to NAV. 😀

KGT @ $1.04

Buy @ $1.04

After the damaging report by AmFraser, may have bottomed, although with NAV = $1.01, may have room to drop further. Am hoping to hold max. 3mths till the next DPU of ~3.13ct (past 2 years) and hopefully, will not drop too much before that. 😀

KGT @ $1.08

Buy @ $1.08

Add back to my collection after selling most of my holdings at a lower price.. With the free cash raised from my recent selling of Popular Hldgs, decided to park some here as Yield = 7%+ now looks attractive as mkt had run up quite a bit.. Will decide later if it's for the longer term or just a shorter term trade. 😀

KGT @ $1.015

Sell @ $1.015

Ran out of free cash buying Sarin. Sold at a loss but profitable if include dividends as had been holding for 2 years+. Will sell the rest if I need more cash. 😀