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楼主: invest2k

【~~INVEST2K~~个人专区】02/03/2020 离开马股, 最重要大家还安全!!!

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 楼主| 发表于 14-5-2018 08:05 PM | 显示全部楼层
本帖最后由 invest2k 于 27-12-2018 07:11 PM 编辑

(Update : 14/05/2018)

媒体股重见希望

MEDIA 媒体股

AMEDIA RM0.090 (流通量 : 239 million) ***
ASTRO RM1.820 (流通量 : 5,209 million)
BJMEDIA RM0.280 (流通量 : 235 million)
HCK RM1.320 (流通量 : 421 million)
MEDIA RM0.290 (流通量 : 1,109 million)
MEDIAC RM0.315 (流通量 : 1,687 million) ***
REV RM0.270 (流通量 : 134 million)
STAR RM1.030 (流通量 : 737 million)
UTUSAN RM0.255 (流通量 : 110 million)

*** 精选

其他媒体股 : 观察中。。。

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 楼主| 发表于 14-5-2018 08:22 PM | 显示全部楼层
本帖最后由 invest2k 于 27-12-2018 07:11 PM 编辑

14/05/2018

Crude oil = $70.77

BDI Baltic Exchange Dry Index = $1,472

曾经有人问是否可以投资MAYBULK?

现在就是最佳时刻

2018投资策略 :

1/3 : MAYBULK RM0.780 (流通量 : 1,000 million) - Dry Bulk Shipping
- Robert Kuok 公司

1/3 : PRKCORP RM0.950 (流通量 : 100 million)
- Lumut Port and Perak, Ipoh Movie Animation Park Studio (有望转亏为盈)

1/3 : SURIA RM1.700 (流通量 : 288 million) - Sabah Port
- MMCCORP 有意思收购 Sabah Port


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 楼主| 发表于 14-5-2018 11:09 PM | 显示全部楼层
本帖最后由 invest2k 于 14-5-2018 11:37 PM 编辑

14/05/2018

THRIVEN 过后。。。

有利益关系的公司

MUDAJYA RM0.710(流通量 : 591 million) - CONSTRUCTION

MULPHA RM2.260(流通量 : 3,195 million) - PROPERTY

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发表于 15-5-2018 05:54 PM | 显示全部楼层
本帖最后由 invest2k 于 13-5-2018 10:44 PM 编辑


(Update : 10/05/2018)

KLCI 1,500 将会是扶持指数.

Mahathir 时代回来了, 马来西亚钢铁业有望.

MEGASTEEL BANTING 即将重开, LIONDIV重新上市有望。

Crude oil 站上 $71.

关联股效应

TUN DR MAHATHIR (GOOD BUY)
AHB RM0.200 (流通量 : 168 million)
AJIYA RM0.500 (流通量 : 305 million)
AVI RM0.320 (流通量 : 877 million)
DATAPRP RM0.195 (流通量 : 421 million)
EWEIN RM0.390 (流通量 : 301 million)
MKLAND RM0.175 (流通量 : 1,205 million)
OPCOM RM0.610 (流通量 : 161 million)
PETRONM RM7.860 (流通量 : 270 million)
SAPIND RM0.790 (流通量 : 73 million)
SAPNRG RM0.670 (流通量 : 5,992 million)
SAPRES RM0.790 (流通量 : 140 million)

TAN SRI MUHYIDDIN (GOOD BUY)
EDEN RM0.170 (流通量 : 311 million)
THRIVEN RM0.250 (流通量 : 376 million)

TAN SRI SYED MOKHTAR (GOOD BUY)
AMTEK RM0.290 (流通量 : 49 million)
BPURI RM0.275 (流通量 : 270 million)
DRBHCOM RM2.150 (流通量 : 1,933 million)
GAMUDA RM5.100 (流通量 : 2,462 million)
GASMSIA RM2.940 (流通量 : 1,284 million)
MALAKOFF RM0.890 (流通量 : 5,000 million)
MMCCORP RM1.430 (流通量 : 3,045 million)
POS RM3.700 (流通量 : 782 million)
UTUSAN RM0.310 (流通量 : 110 million)
ZELAN RM0.080 (流通量 : 844 million)

DATUK DR SOW CHIN CHUAN (GOOD BUY)
DPS RM0.080 (流通量 : 588 million)
SNC RM0.270 (流通量 :66 million)

TAN SRI WILLIAM CHENG HENG JEM (GOOD BUY)
LIONCOR RM0.005 (流通量 : 1,316 million)
LIONDIV RM0.005 (流通量 : 1,392 million)
LIONFIB RM0.550 (流通量 : 228 million)
LIONIND RM0.940 (流通量 : 693 million)
PARKSON RM0.410 (流通量 : 1,068 millon)

-----------------------------------------------------------

COUNTERS TO AVOID (避免交易的股票)
AAX RM0.375 (流通量 : 4,148 million)
AIRASIA RM3.700 (流通量 : 3,342 million)
ANCOM RM0.530 (流通量 : 215 million)
CIMB RM6.90 (流通量 : 9,225 million)
DESTINI RM0.430 (流通量 : 1,155 million)
GKENT RM3.940 (流通量 :563 million)
JOHAN RM0.230 (流通量 : 622 million)
ORION RM0.090 (流通量 : 598 million)
STAR RM1.070 (流通量 : 737 million)
SUPERMX RM2.900 (流通量 : 671 million)
TUNEPRO RM0.725 (流通量 : 752 million)





哪一支股可以买...INVEST2K牛牛哥
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 楼主| 发表于 20-5-2018 12:01 AM | 显示全部楼层
本帖最后由 invest2k 于 20-5-2018 11:50 AM 编辑

19/05/2018

Toll operator 即将受政府新政策负面影响 Toll fee 被废除:

Counter to avoid - 避免交易的股票

1. AZRB RM0.390 (流通量 : 531 million)- EKVE  

2. BPURI RM0.330 (流通量 : 272 million) - LATAR

3. EKOVEST RM0.660 (流通量 : 2,139 million) - DUKE

4. GAMUDA RM4.090 (流通量 : 2,462 million) *
- KESAS, SMART, 43.58% * indirect LDP, 30% SPRINT

5. IJM RM1.960 (流通量 : 3,628 million) - NPE, BESRAYA, LEKAS

6. LITRAK RM3.760 (流通量 : 527 million) - LDP, 50% SPRINT

7. MRCB RM0.710 (流通量 : 4,390 million)
- EDL is still negotiating with government since December 2017 till now

8. TALIWRK RM0.950 (流通量 : 1,290 million) - NNKSB

9. WCEHB RM0.790 (流通量 : 1,002 million) - WCE

* GAMUDA is holding 43.68% LITRAK (33.53% + 8.44% +1.71%)
per LITRAK annual report 2017 and therefore, indirectly controlling 43.58% LDP toll.

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 楼主| 发表于 24-5-2018 07:18 PM | 显示全部楼层
本帖最后由 invest2k 于 30-5-2018 07:59 PM 编辑

30/05/2018

KLCI top : 1,870
KLCI support : 1,300
KLCI bottom : 1,075

外资撤离,1兆870亿令吉债务,马币下降。

马股6个月盘整期。。。(11/2018)

马股回到基本面的选股时代即将来临。。。

投资策略 :小盘超卖转机政治关联股
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 楼主| 发表于 1-6-2018 07:05 PM | 显示全部楼层
本帖最后由 invest2k 于 6-8-2018 06:08 PM 编辑

01/06/2018

BUY APFT 2,000 lots @ RM0.010 = RM2,000
原因 : 新的管理层

Per annual report 2018 (31.01.2018)
Y.T.M. Dato’ Muhammed Bin Haji Abdullah - Independent non-executive chairman
Edwin Silvester Das - Executive director
YM Tengku Shamsulbhari bin Tengku Azman Shah - Executive director
Chow Hung Keey - Independent non-executive director
Dato’ Sri Ahmad Said Bin Hamdan - Independent non-executive director

Substantial shareholders (per annual report 2018 - 31.01.2018) :
Goh Boon Soo @ Goh Yang Eng - Holding 5.904%
Seik Thye Kong - Holding 4.589%
Faruk Bin Othman - Holding 4.531%
Hong Wea Ping - Holding 3.724%
Ong Kheam Chye - Holding 3.342%
Heng Yong Kang @ Wang Yong Kang - Holding 3.024%

Recent shareholding changes :
30/05/2018 Goh Boon Soo @ Goh Yang Eng - Acquired 3,672,000
31/05/2018 Goh Boon Soo @ Goh Yang Eng - Acquired 140,000


Goh Boon Soo @ Goh Yang Eng - Holding 6.188%
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 楼主| 发表于 1-6-2018 07:06 PM | 显示全部楼层
本帖最后由 invest2k 于 6-8-2018 06:12 PM 编辑

01/06/2018

BUY APFT 2,000 lots @ RM0.010 = RM2,000
行业 :汽油和航空业
原因 : 新的管理层

Per annual report 2018 (31.01.2018)
Y.T.M. Dato’ Muhammed Bin Haji Abdullah - Independent non-executive chairman
Edwin Silvester Das - Executive director
YM Tengku Shamsulbhari bin Tengku Azman Shah - Executive director
Chow Hung Keey - Independent non-executive director
Dato’ Sri Ahmad Said Bin Hamdan - Independent non-executive director

Substantial shareholders (per annual report 2018 - 31.01.2018) :
Goh Boon Soo @ Goh Yang Eng - Holding 5.904%
Seik Thye Kong - Holding 4.589%
Faruk Bin Othman - Holding 4.531%
Hong Wea Ping - Holding 3.724%
Ong Kheam Chye - Holding 3.342%
Heng Yong Kang @ Wang Yong Kang - Holding 3.024%

Recent shareholding changes :
30/05/2018 Goh Boon Soo @ Goh Yang Eng - Acquired 3,672,000
31/05/2018 Goh Boon Soo @ Goh Yang Eng - Acquired 140,000

Goh Boon Soo @ Goh Yang Eng - Holding 6.188%


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 楼主| 发表于 1-6-2018 07:13 PM | 显示全部楼层
本帖最后由 invest2k 于 12-3-2019 10:38 PM 编辑

01/06/2018

PORTFOLIO :

(1) APFT 2,000 lots @ RM0.010 = RM2,015.36 (01/06/2018)

(2) DOLMITE 1,000 lots @ RM0.165 = RM16,595.71 (30/04/2018)

(3) LIONDIV 3,000 lots @ RM0.005 = RM1,515.20 (16/03/2018)

(4) MAXWELL 2,000 lots @ RM0.010 = RM2,014.60 (01/06/2018)

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发表于 2-6-2018 09:00 PM | 显示全部楼层
请问牛大哥, 你买 Dolmite 的原因是什么?
看到它的基本面全都是负.........

PE -0
EPS -5.01
ROE 9.49
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 楼主| 发表于 2-6-2018 10:16 PM | 显示全部楼层
本帖最后由 invest2k 于 2-6-2018 10:22 PM 编辑
quadro 发表于 2-6-2018 09:00 PM
请问牛大哥, 你买 Dolmite 的原因是什么?
看到它的基本面全都是负.........

PE -0
EPS -5.01
ROE 9.49

DOLMITE

= Mirzan Mahathir

行业 : 产业,石山,中国山东发电厂
NTA : 0.52 (per quarter report 31/03/2018)
流通量 : 284 million

评分

参与人数 1人气 +5 收起 理由
quadro + 5 谢谢分享

查看全部评分

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 楼主| 发表于 14-6-2018 06:06 PM | 显示全部楼层
本帖最后由 invest2k 于 12-3-2019 10:39 PM 编辑

14/06/2018

SELL APFT 2,000 lots @ RM0.010 = RM2,000

PORTFOLIO :

(1) DOLMITE 1,000 lots @ RM0.165 = RM16,595.71 (30/04/2018)

(2) LIONDIV 3,000 lots @ RM0.005 = RM1,515.20 (16/03/2018)

(3) MAXWELL 2,000 lots @ RM0.010 = RM2,014.60 (01/06/2018)

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 楼主| 发表于 19-6-2018 06:06 PM | 显示全部楼层
本帖最后由 invest2k 于 20-6-2018 05:49 PM 编辑

18/06/2019
BUY YTLPOWR-C2 1,000 lots @ RM0.005 = RM500

19/06/2019
BUY YTLPOWR-C2 1,500 lots @ RM0.010 = RM1,500

(Average cost price 2,500 lots @ RM0.008 = Total RM2,000)

YTLPOWR
NTA 1.6
流通量 : 8,158 million

(Price as at 19/06/2018 : RM1.020)

YTLPOWR-C2
Exercise : 1.300
Ratio : 1:1
Maturity : 30/08/2018

(Price 19/06/2018 : RM0.010)

--------------------------------------------------------------------------

原因 :

(1) YTLPOWR-WB 刚刚在 11/06/2018 expired

(2) YTL 母公司从 07/12/2017 - 23/01/2018 RM1.130 被推上 RM1.550 (UP)
(3) YTL 母公司从 19/04/2018 - 30/05/2018 RM1.480 被推下 RM0.930


YTL
NTA 1.32
流通量 : 10,910 million

(4) YTLPOWR17/01/2018 - 24/05/2018 RM1.300 被推下 RM0.750 (DOWN)
(5) YTLPOWR 25/05/2018 - 19/06/2018 RM0.805 被推上 RM1.020 (+27%)
(6) YTLPOWR SMA 50 : RM0.900, SMA 200 : RM1.170


YTLPOWR Shares Buy Back
(7) 12/06/2018 Shares Buy Back 11,109,200 RM0.865 to RM0.920
(8) 13/06/2018 Shares Buy Back 13,198,200 RM0.895 to RM0.960
(9) 14/06/2018 Shares Buy Back 1,000,000 RM0.975
(10) 18/06/2018 Shares Buy Back 7,000,000 RM0.960 to RM0.990
(11) 19/06/2018 Shares Buy Back 7,000,000 RM0.985 to RM1.020


YTLPOWR
NTA 1.6
流通量 : 8,158 million

YTLPOWR Substantial Shareholding (per annual report 2017)
Yeoh Tiong Lay & Sons Holdings Sdn. Bhd. (Direct 9.20%, Indirect 53.55%)
YTL Corporation Berhad (Direct 47.29%, Indirect 6.25%)
Tan Sri Dato' Seri (Dr) Yeoh Tiong Lay (Direct 0.28%, Indirect 62.75%)
Cornerstone Crest Sdn. Bhd. (Direct 6.25%)
Employees Provident Fund Board (Direct 5.05%)

YTLPOWR Director Shareholding Movement
Tan Sri Dato' Dr Francis Yeoh Sock Ping 25/05/2018 Acquired 3,000,000
Dato' Yeoh Soo Keng 25/05/2018 Acquired 2,000,000
Dato' Yeoh Seok Hong 25/05/2018 Acquired 27,788,200
Dato' Yeoh Seok Kian 25/05/2018 Acquired 300,000
Dato' Yeoh Seok Hong 28/05/2018 Acquired 8,368,700
Tan Sri Dato' Dr Francis Yeoh Sock Ping 30/05/2018 Acquired 2,000,000
Dato' Yeoh Seok Hong 30/05/2018 Acquired 7,000,000
Dato' Yeoh Seok Hong 07/06/2018 Acquired 5,000,000
Dato' Yeoh Seok Hong 08/06/2018 Acquired 4,000,000
Dato' Yeoh Seok Hong 11/06/2018 Acquired 2,500,000
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 楼主| 发表于 19-6-2018 06:16 PM | 显示全部楼层
本帖最后由 invest2k 于 12-3-2019 10:37 PM 编辑

(Update : 21/06/2018)

PORTFOLIO :

(1) LIONDIV 3,000 lots @ RM0.005 = RM1,515.20 (16/03/2018)
(2) DOLMITE 1,000 lots @ RM0.165 = RM16,595.71 (30/04/2018)
(3) MAXWELL 2,000 lots @ RM0.010 = RM2,014.60 (01/06/2018)
(4) YTLPOWR-C2 2,500 lots @ RM0.008 = RM2,000 (18/06/2018, 19/06/2018)

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 楼主| 发表于 20-6-2018 05:48 PM | 显示全部楼层
本帖最后由 invest2k 于 21-6-2018 07:04 PM 编辑

21/06/2018

SELL YTLPOWR-C2 500 lots @ RM0.010 = RM500

Holding 2,500 lots @ RM0.008 = RM2,000 (18/06/2018, 19/06/2018)
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 楼主| 发表于 22-6-2018 06:09 PM | 显示全部楼层
本帖最后由 invest2k 于 12-3-2019 10:37 PM 编辑

22/06/2018

BUY YTLPOWR-C2 500 lots @ RM0.010 = RM500

-----------------------------------------------------------------------------

PORTFOLIO :

(1) LIONDIV 3,000 lots @ RM0.005 = RM1,515.20 (16/03/2018)
(2) DOLMITE 1,000 lots @ RM0.165 = RM16,595.71 (30/04/2018)
(3) MAXWELL 2,000 lots @ RM0.010 = RM2,014.60 (01/06/2018)
(4) YTLPOWR-C2 3,000 lots @ RM0.0083 = RM2,536.75 (18/06/2018, 19/06/2018, 22/06/2018)
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 楼主| 发表于 27-6-2018 08:06 PM | 显示全部楼层
本帖最后由 invest2k 于 27-6-2018 08:07 PM 编辑

27/06/2018

KLCI 1,666.08

Support 1 : 1,500

Support 2 : 1,300

Support 3 : 1,075

Foreign net movement (RM) 外资不断撤离马股

14/05/2018 (RM2,476.20 million)
21/05/2018 (RM892.40 million)
28/05/2018 (RM1,268.80 million)
04/06/2018 (RM903.10 million)
11/06/2018 (RM1,205.70 million)
18/06/2018 (RM1,886.70 million)
19/06 - 26/06 (RM2,150.30 million)


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 楼主| 发表于 9-7-2018 07:03 PM | 显示全部楼层
本帖最后由 invest2k 于 12-3-2019 10:37 PM 编辑

09/07/2018

BUY RSENA-WA 4,000 lots @ RM0.005 = RM2,000
Exercise value : 0.50
Maturity : 10/12/2023
流通量 : 1,000 million

RSENA RM0.475
Type : SPAC
Cash trust account : 391 million (per account as at 31/03/2018)
流通量 : 1,000 million

Warrant Shareholder (per report as at 31/12/2017)
Raintree F&B Sdn Bhd 20%

注 :红森无法完成收购将清盘
Inability to complete a Qualifying Acquisition within Permitted Timeframe
Deadline : 10/12/2018


Substantial Ordinary Shareholders (per report as at 31/12/2017)

Director : YM Tunku Dato’ Mu’tamir Bin Tunku Tan Sri Mohamed
Raintree F&B Sdn Bhd (Direct : 20%)
Tan Eng Guan (Indirect : 20%)
Dato’ Tan Ang Meng (Indirect : 20%)
Tan Sri Dato’ Sri Koh Kin Lip (Indirect : 20%)
Ismail Bin Abd Halim (Indirect : 20%)
Yoong Kah Yin (Direct : 0.03%, indirect : 20%)
Ong Kuee Hwa (Indirect : 20%)
PAG Holdings Limited (Indirect : 6.98%)
Pacific Alliance Group Limited (Indirect : 6.98%)
22/01/2018 to 25/01/2018 British Columbia Investment Management Corporation 6.89%
-------------------------------------------------------------------------

PORTFOLIO :

(1) LIONDIV 3,000 lots @ RM0.005 = RM1,515.20 (16/03/2018)

(2) DOLMITE 1,000 lots @ RM0.165 = RM16,595.71 (30/04/2018)

(3) MAXWELL 2,000 lots @ RM0.010 = RM2,014.60 (01/06/2018)

(4) YTLPOWR-C2 3,000 lots @ RM0.0083 = RM2,536.75 (18/06/2018, 19/06/2018, 22/06/2018)

(5) RSENA-WA 4,000 lots @ RM0.005 = RM2,000 (09/07/2018)

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发表于 13-7-2018 04:29 PM | 显示全部楼层
牛牛版主 5194 你放了 虧很大。。現在3仙半了
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 楼主| 发表于 13-7-2018 06:10 PM | 显示全部楼层
呆呆的等待幸福 发表于 13-7-2018 04:29 PM
牛牛版主 5194 你放了 虧很大。。現在3仙半了

5194 APFT

接下来有90%的机会

会回到RM0.020
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