Posts

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M1 @ $1.83

Buy @ $1.83. Keep dropping with every buy! Now PE is 8% using last year’s figures. My estimate with slightly worse results is PE will still be aro’ 10 and Yield 7.5%. Hope I’m right! 😀

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AllCo @ $0.748

Sell @ $0.745 and $0.75. Contra off all my recent buys. Affected fm reading too many negative analysts’ reports. 😀

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AllCo @ $0.735

Buy @ $0.75. Q’d this morning when it was going up and thot’ it won’t get done. After lunch, saw that it’s done and the price now lower! The Sgx Annc that Frasers will acquire the 17.7% stake of AllCo and the Trust Mgmt co. is positive if it goes thro’ (still got risk it may fail). Good discount to the $0.83 that Frasers will be paying for their stake but note the risk that it’s not a done deal till Aug. Seller code ’73’ – Macquarie. 😀

Buy more @ $0.72 at 3:11pm. Seller code ’08’ – CS. Looks like it’s headed for $0.6x like 2Qs ago!

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Allco @ $0.725

Buy @ $0.725. Yield @ 8.855%, better than AscottREIT today. Seller code ’08’ – CS, noticed that it’s prob them selling down whenever anyone try to buy up. This coming results, we may get an update on their sales of Aussie assets. 😀

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STEng @ $2.78

Sell @ $2.78. Q’d to sell and the moment it’s done it goes up! Buyer code ’26’ – BNP. 😀

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M1 @ $1.86

Buy @ $1.86. Sinking lower with every buy! Am expecting 1H DPS = 6.9ct max (1H07 = 7.1ct) due to poorer EPS, but looking at the price, perhaps the mkt is expecting much worse due to price war between the TELCOs 😀