Posts

Posted on

Starhill Global @ $0.795

Buy @ $0.795

Get some to average down my anchor buy. Can be longer term as Yield is >6%. Malaysian Ringgit is weakening, long Q of people buying MYR at Money Changers…. Must be impact of low oil prices since Malaysia is a producer of oil?? 😀

Posted on

F&N @ $2.686

Buy @ $2.70, $2.68, $2.66

Prices are 10% lower than 2 weeks ago, before I went for a break! Checked SGX and no new announcements… Must be the Myanmar Beer issue plus regional weakness (especially Malaysia) due to the huge drop in oil price… Nvm… buy more to average down… Note that PE = 26.6 is still high… 😀

Posted on

F&N @ $2.92

Buy @ $2.92

Add to my collection… Myanmar Brewery is the cause of price decline… Quite scary to read analysts' reports… valuations by SOP (Sum of Parts) not good.. aro' current price but based on a very high valuation for Myanmar Brewery..:D

Posted on

King Wan @ $0.32

Buy @ $0.32

xd on 21-Nov (0.7ct). Let's see if it'll drop more than that..

KTIS remains strong (THB12.2 vs IPO THB10) and THB stays stable… incease my bet… 😀

Posted on

ARA @ $1.6867

Buy @ $1.69, $1.685

Add to my portfolio again. Q3 results on 10-Nov looked good to me, 

My magic worked… It immediately dropped to a low of $1.66 after I bought before closing @ $1.67…. 😀

Posted on

Singtel @ $3.95

Sell @ $3.95

Cleared my last lots. Original objective of Yield Rotations Strategy achieved… 😀

1H results released on 12-Nov before mkt opened. Surprisingly, better than I expected. Associates did well, especially Bharti (India) and AIS (Thailand). Optus wasn't as bad as I was expecting as their A$ was flat vs -5% (my records)…