SIA Engg @ $3.91

Buy @ $3.91.

Add to my small collection (will still try to trade). On hindsight, I should have contra off my $3.93 ones the other day when it hit $3.97. I was waiting and hoping for $4 (Yield = 5%) then.

Seller CP = CSFB & BNP. Looking at my STEng 'Sell' and this, the ang-mo brokerage seems very busy!

STEng @ $3.17

Sell @ $3.17.

Decided to contra off and take profit. STI -26 @ 2956 while STEng +2ct after +6ct yesterday (-5ct the day before which triggered me to buy).

Someone is doing 1 lot buys throughout the whole day! Perhaps they are attracted by the news of STMarine winning a huge contract of S$880M from Oman with deliveries in '15 – '16. Buyer CP = JPM, Macquarie & CSFB, must be some kind of co-ordinated attack or a large buyer spreading the buys over 3 brokerages!

AIMSAMPReit @ $1.175

Sell @ $1.175. Suddenly +2.5ct ; STI +9 @ 2969. Low volume, easy to manipulate, high was $1.23! Some free cash again, can hold off selling SingPost for now.

I was looking at my REITs portfolio and realised I'm heavily exposed to Industrial REITs – Sabana, Cambridge & AIMSAMPReit. My initial thoughts were to sell either Cambridge (Lowest Yield) or Sabana (Highest Gearing) . See table below for comparisons,

 

Stock Price Yield Gearing
Sabana $0.955 9.016% 34.1%
Cambridge $0.540 8.292% 33.1%
AIMSAMPReit $1.150 9.043% 30.7%
AIMSAMPReit $1.180 8.814% 30.7%

 

11:52AM

Sell @ $1.18. I Q'd and got done. All local buyer CP '12' – Lim & Tan ; '29' – DBSV for the earlier ones.

If not for the local CP, I'd strongly suspect that the share prices are being pushed up in preparation for a Rights Issue.  Gearing is 30.7% but current market condition is conducive for a Rights Issue.

 

Time Price Trade size Type
11:06:39 1.170 9,000 Sell Down
11:06:39 1.170 1,000 Sell Down
11:06:36 1.180 10,000 Buy Up
11:06:36 1.180 10,000 Buy Up
11:01:07 1.180 10,000 Buy Up
11:01:07 1.180 10,000 Buy Up
10:49:45 1.200 2,000 Buy Up
10:47:16 1.230 38,000 Buy Up
10:47:12 1.170 10,000 Buy Up
10:47:01 1.155 2,000 Buy Up
09:00:53 1.150 4,000 Sell Down

 

RafflesMed @ $2.28

Buy @ $2.28.

Add back to my collection. I'm now back to my original nos. of shares (before I itchy hand went to sell at a lower price as I was expecting their Dec results to be bad due to their aggressive expansions – end up with a good set of results!).

I'm almost out of free cash and will have to do some selling some, maybe start with SingPost. 😀

 

10:52AM

Buy @ $2.27. Suddenly came alive. Same seller CP '29' – DBSV. Looks like have loads to sell!

 

1:50PM

Buy @ $2.26. Different seller CP '84' – UBS.

STEng @ $3.09

Buy @ $3.09. Hit my target 5% Yield, buy some to trade or keep (if stuck). Watch xd on 23-Apr closely for trade. STI -30 @ 2956 ; STEng -5ct. Seller CP = CSFB. 😀

SIA Engg @ $3.93

Buy @ $3.93.

Back as shareholder. Dropped quite a bit since I sold off @ $4.09. Yield = 5.089% hit my target 5%. I was in Q to buy @ $3.99 (5% Yield) yesterday but withdrew as someone seems to be trying to support at that price (easy to do for low volume stocks). Actually, someone seems to be still trying to support the price at $3.93! But, I'm ok to start buying at this price and average down if it drops. FY12 (Mar) results should be out by May and DPS should be ~10ct (No Special) and I think this'll provide some price support.

Aim for short term trade but can hold as >5% Yield. There's the risk that it'll drop some more as it'd gone up in price a lot during the past months. Seller CP = MSCO (what??). 😀

FCOT @ $0.855

Sell @ $0.855. Used the Jump-Q routine to sell during 5pm matching. Need to prepare more free cash to buy my latest obsession – Popular Hldgs. Buyer CP '82' – MS & '84' – UBS. 😀

Popular Hldgs @ $0.179

Buy @ $0.179. Partially done after queueing for whole day. Sellers only appeared during the last hour but was overwhelmed by buyers at the last few minutes. 😀

Popular Hldgs @ $0.181

Buy @ $0.181.

Decided to buy at a higher price (5.2% higher than $0.172, my previous highest buy). I'd not added any more buys since doing that Accounts check on World Hldgs (Mr Chou's Investment co. for his Pouplar Hldgs shares) and other homework + legwork!

My sudden urgency to buy was triggered by the SGX Annc of Mr Chou's (54% owner) buy @ $0.17741 of 3173 lots on 30-Mar. With that buy, he's raised the bar and I doubt it'll drop below $0.178. The other interesting thing is the huge Buy Qty as his previous forays (buy or sell) are usually done in a smaller Qty. Anyway, I read this as his new intent ie. to buy.

I was behind a 100 lot Buy Q and suddenly, sellers started to appear. All Local brokerage CP – 20 (Phillip), 21 (Kim Eng), 28 (OCBC), 29 (DBSV). I have some more in $0.18 buy Q. 😀

 

4:43PM

Buy @ $0.18. Someone just dumped ~400 lots! The sellers finally appeared, maybe they're the contra traders who jumped in last week when Popular Hldgs was moving upwards. 😀

Time Price Trade size Type
16:48:08 0.180 20,000 Sell Down
16:48:08 0.180 50,000 Sell Down
16:48:08 0.180 26,000 Sell Down
16:43:09 0.180 19,000 Sell Down
16:43:09 0.180 150,000 Sell Down
16:43:09 0.180 100,000 Sell Down
16:43:09 0.180 10,000 Sell Down
16:43:09 0.180 20,000 Sell Down
16:43:09 0.180 38,000 Sell Down
16:43:09 0.180 60,000 Sell Down
16:43:09 0.180 3,000 Sell Down
15:58:33 0.180 48,000 Sell Down

 

STEng @ $3.24

Sell @ $3.24. Decided to take profit as I need to build up my free cash for buying more Popular Hldgs shares. A bit reluctant to sell as I was targetting $3.3x before xd on 23-Apr. 😀