Posts

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FSL @ $1.10

Sell @ $1.10. Contra off, suddenly back to same price as yesterday. Buyer code ’31’ – DMG. 😀

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FSL @ $1.08

Buy @ $1.08. Yield @ 12.104% (based on last DPU) or 13.044% (based on forecast DPU for 1H08). Main concern is falling US$ (now 1.3504) which MAS hv allowed to fall at a steeper rate to curb inflation. Seller code ’70’ – CLSA, may drop further. 🙂

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AllCo @ $0.835

Sell @ $0.835. Thinking of switching to other stocks as AllCo pays div on semi-annual basis and this Q, no payout. 😀

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LMIR @ $0.555

Buy @ $0.555. Yield @ 10.523%. Seller code ’82’ – Morgan Stanley. Looks like going to drop till $0.50 like last time! 😀

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LMIR @ $0.565

Buy @ $0.565. Yield @ 10.336%. Back as shareholder again! Got big seller and big buyer aro’, with the seller being more aggressive. Seller code ’82’ – Morgan Stanley. Expected DPU = 1.6122ct (fm listing on 19-Nov-07 to 31-Mar-08). Hope my calculation is correct and hopefully they’ll pay more 😀

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SBSTransit @ $2.46

Buy @ $2.46. Yield @ 7.012% ; PE 15.03. Key risks are poorer EPS (thus DPS) due to high oil price and no growth (as biz is domestic only). Need to avg down my earlier buy. 😀

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M1 @ $2.07

Buy @ $2.07. Keep dropping with every buy! Yield @ 7.333% ; PE @ 11.35. Key risks are that it’s focussed only on domestic mkt (may be a good thing if worldwide recession happens but domestic mkt is affected to a lesser extent) and have declining mkt share (losing to SingTel and StarHub who are able to offer more attractive package deals eg. mio, CableTV,..). If stuck, then keep as yield replacement for ComfortDelgro. Seller code ’82’ – Morgan Stanley, selling in small lots each time, so that they can trick small investors like me to hold their baby! 😉

Key dates – 10Apr : xd for 8.3ct ; 18Apr : Q1 Results.

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M1 @ $2.13, $2.09

Buy @ $2.13. Wide price swings intraday. This AM, just missed selling at $2.21, still amongst 1st in Q. xd on 10-Apr, 8.3cts, so will be a short term play for me unless gets stuck. 😀

Addendum : Buy more at $2.09 (done at 4:53pm). Avg is $2.11 for today. Looks like got a hidden big seller, selling only when the buy Q is large enough!

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Thomson @ $0.61

Buy @ $0.61. 1H08 results shld be due soon (mid yr end is end-Feb). Am expecting results to be ok, but interim div is likely to be lower than 1.5ct of last yr (S44 credits). My guess is 0.75ct – 0.9ct. 😀