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【~~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 20-5-2018 12:01 AM
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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
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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
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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
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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
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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
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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
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本帖最后由 invest2k 于 2-6-2018 10:22 PM 编辑
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
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楼主 |
发表于 14-6-2018 06:06 PM
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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
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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)
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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) YTLPOWR 从 17/01/2018 - 24/05/2018 RM1.300 被推下 RM0.750 (DOWN)
(5) YTLPOWR 从 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
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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
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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
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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
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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
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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
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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%
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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
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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
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5194 APFT
接下来有90%的机会
会回到RM0.020
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楼主 |
发表于 13-7-2018 07:13 PM
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本帖最后由 invest2k 于 13-7-2018 07:14 PM 编辑
13/07/2018
MAXWELL 成功获得延迟呈交重组计划至31/12/2018
The Board of Directors of Maxwell International Holdings Berhad (“MAXWELL” or “the Company”) is pleased to announce that after due consideration of all facts and circumstances of the application including the financial position and net asset position of the Company as well as developments and efforts by the Company to regularise its financial condition, Bursa Securities has decided to grant the Company an extension of time up to 31 December 2018 to submit a regularisation plan to the regulatory authorities.
This announcement is dated 13 July 2018.
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发表于 14-7-2018 06:43 PM
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楼主 |
发表于 14-7-2018 07:25 PM
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13/07/2018
接下来的调整价位
GKENT RM1.190
MRCB RM0.630
WCT RM0.830
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楼主 |
发表于 14-7-2018 09:31 PM
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09/07/2018 to 13/07/2018
KLCI index : 1,672.63 to 1,721.93
Highest resistant : 1,850
Mid resistant : 1,758
Strong support : 1,665
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