Posts

Posted on

Sabana @ $0.945

Buy @ $0.945. Continue to drop some more, now >9% yield! Add to my collection. Seller '54', not in my list of CP. 😀

The sell-down is most likely triggered by Moore Capital. According to the SGX Announcements, they got 49.35Mil @ $1.05 shares from the Private Placement and they'd been aggressively selling down their stake over the past few days. Seems like they are a Hedge Fund, so perhaps they'd hedged Sabana against some of their own complex financial products such that they make money if Sabana share price drops??

Posted on

Sabana @ $0.965

Buy @ $0.965. Sell down continues! Seller '08' – CS. 😀

Time Price Trade size Type
16:37:54 0.960 10,000 Sell Down
16:35:38 0.960 10,000 Sell Down
16:35:32 0.960 1,000 Sell Down
16:34:35 0.960 10,000 Sell Down
16:31:32 0.965 7,000 Buy Up
16:26:17 0.960 1,000 Sell Down
16:25:55 0.965 10,000 Buy Up
16:23:37 0.965 973,000 Sell Down
16:09:07 0.965 3,000 Sell Down
16:07:59 0.965 10,000 Sell Down

 

5:05pm

Buy @ $0.96. Heavy sell-down continues! Seller '28' – OCBC Securities! 😀

Time Price Trade size Type
17:05:02 0.960 590,000 Sell Down
16:59:59 0.960 30,000 Sell Down
16:59:46 0.960 300,000 Sell Down
16:59:40 0.960 121,000 Sell Down
16:59:30 0.960 10,000 Sell Down
16:59:16 0.960 10,000 Sell Down
16:59:00 0.960 10,000 Sell Down
16:58:52 0.960 50,000 Sell Down
16:58:52 0.960 20,000 Sell Down
16:58:43 0.960 900,000 Sell Down
16:58:37 0.960 58,000 Sell Down
16:58:36 0.960 500,000 Sell Down
16:54:35 0.960 1,000 Sell Down
16:52:36 0.965 7,000 Buy Up
Posted on

K-Green @ $1.04

Buy @ $1.04. Dropping with every buy! No choice but to add to my long term collections! Seller '73' – MacQuarie 🙂

Posted on

Thomson Medical @ $1.75

Accepted Offer @ $1.75. Went to the Post Office on 22-Nov-10 to post the acceptance (Peter Lim is very stingy, the envelope got no pre-paid postage), The $$ was credited to the bank account on 2-Dec-10. With >90% acceptance so far, most likely it'll get delisted. 😀

 

22 Dec 10

Just back from long hols and checked my CDP statement. Thomson shares was debited from CDP account on 23-Nov-10! Only 1 day after the acceptance was sent out. BUT, the money took 9 DAYS (7 working days) to come in!!

Posted on

Sabana REIT @ $0.975

Buy @ $0.975. Add to my new collection. Can be short term or long term. Seller '78' – ML 😀

 

Time Price Trade size Type
11:46:02 0.975 100,000 Sell Down
11:39:44 0.975 1,000 Sell Down
11:39:36 0.975 490,000 Buy Up
11:39:19 0.975 220,000 Sell Down
11:37:06 0.975 100,000 Sell Down
11:36:34 0.975 100,000 Sell Down
11:36:29 0.975 100,000 Sell Down
11:34:47 0.975 1,000 Sell Down
11:33:11 0.975 156,000 Sell Down

 

Posted on

Sabana REIT @ $0.985

Buy @ $0.985. Yield @ 8.761% using IPO projection. Listed last Friday 2pm @ $1.05. During the book building exercise, I indicated my interest at $1 but was unsuccessful. Decided not to apply for the IPO as the Korean issue had erupted by then. Although the Yield vs Gearing (26.5%) vs NAV ($0.99) is attractive, there's no substantial shareholder (Sponsor, Freight Links retain 4.3% and all cornerstone investors <5%). Price will likely be volatile with downward pressure (as no stabilising substantial shareholders) for a while (maybe a long while until substantial shareholders emerges). 😀

Posted on

StarHub @ $2.70

Buy @ $2.70. I hope I'm not doing something silly, buying at this kind of price! Drop 6ct (-2.2%) today vs STI +0.04% (was in -ve territory whole day). Latest quarterly results shows EPS = 4.78ct and it looks like the worst is over (dropped to 2.49ct in Q110). It's therefore not that worrying now as it looks like they have a good chance to be able to continue paying at least 4.5ct div / Q (now 5ct) for next year (got to see their guidance in Q4). At 5ct/Q, the yield is 7.4% (but drops to 6.67% @ 4.5ct/Q). 😀

Posted on

SPAusNet @ $1.18

Buy @ $1.18. Replenish my inventory as I'm running low on this stock. Although I'd like to buy at a lower price, the mid-year results will be out next month and may prevent it from further drops. 😀