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Ichi the Killer

Bursa Malaysia stock trading portfolio of nobody really important.

Monday, July 30, 2007

EOD Update (30 July 2007)

Okay, this woman used to be a "hot chick" in her heydays. In fact, some "uncles" I know still think she's the hottest thing around. Her recent concerts here in Genting and Bukit Jalil were sold-out events. Here's the original, all-time classic "Golden Voice"....

Song: 不了情 & 新不了情 (Bu Liao Qing & Xin Bu Liao Qing) By: 蔡琴 (Cai Qin)



Market seems to be taking last week's huge Dow losses lightly. Let's see what happens tonight first though, before calling the all-clear....

Latest purchase:

WILLOW: +20,000 (0.355) ... Total 20,000

Latest disposal:

TIMECOM: -5,000 (1.38) ... Balance 0


/ichithekiller

Wednesday, July 25, 2007

Mid-Day Update (25 July 2007)

Song: 问自己 (Wen Zi Ji) By: 萧亚轩 (Xiao Ya Xuan, Elva)



Have not been updating for a while, all in one go now... not many trades really.

Latest purchase:

GADANG: +6,300 (1.12), +3,700 (1.15) ... Total (10,000)

Latest disposal:

ROHAS: -6,000 (1.78) ... Balance 0 (Was too lazy and missed the GO deadline, now get 2c less and have to pay brokerage some more...)


/ichithekiller

Friday, July 13, 2007

EOD Update (13 July 2007)

Two versions of the same song ... no prizes for guessing which one's the original. But guess which one's more entertaining?

Song: 童话 (Tong Hua) Song by: 光良 (Guang Liang) Alternate version by: 后舍男生 (Hou She Nan Sheng, a pair of Chinese students who have somehow shot to fame)





Nothing much happened for me today, despite the strong overnight Dow performance and today's 18.7 pt rise in the CI. Decided to add a little to my FOCUS position which has amazingly come back from the dead and is even showing a modest profit now, post-bonus issue.

Latest purchase:

FOCUS: +8,000 (0.41) ... Total 26,000


/ichithekiller

Thursday, July 12, 2007

EOD Update (12 July 2007)

请大家在线观看...

Now playing: 有没有一首歌会让你想起我 (You Mei You Yi Shou Ge Hui Rang Ni Xiang Qi Wo) By: 周传雄 aka. 小刚 (Zhou Chuan Xiong aka. Xiao Gang)



CI softened towards later part of day. SCOMIEN was up another 30c to 3.32 before closing up only 10c to 3.12, MUHIBAH was up another 25c to 8.60,before closing up only 5c to 8.40 .... WEIDA finally broke the 1.10 barrier but couldn't sustain, closing 3c up at 1.08 (day high 1.13).

NATBIO finally rebounded, rising from a day low of 1.77 to close up 9c at 1.88 (day high). GPACKET rose 24c to 4.52 but that's nothing, since it has been quite volatile lately and has slipped quite a lot in the last few days.

No trades today.


/ichithekiller

Wednesday, July 11, 2007

EOD Update (11 July 2007)

Since we seem to be in consolidation mode, here's the real 英雄 to help everyone take their minds off stocks for a while and relax. <[Ichi: music video changed subsequently]>

Now playing: 不能说的秘密 (Bu Neng Shuo De Mi Mi) By: 周杰伦 (Zhou Jie Lun, Jay)



SCOMIEN closed up another 17c at 3.02 (day high 3.16, up 31c). MUHIBAH added another 15c to 8.35. MYCOM/OLYMPIA quartet continued to weaken.

Been increasing too many counters recently, decided to cut back by taking some profits on PWORTH and cutting loss on roughly half my TIME position.

Latest disposals:

PWORTH: -5,000 (1.18) ... Balance 7,000

TIME: -7,000 (0.745) ... Balance 8,000


/ichithekiller

Tuesday, July 10, 2007

EOD Update (10 July 2007)

SCOMIEN rose another 32c to 2.85 (day high 2.90). Volume done still relatively small, around 0.88% of its issued share capital, so still looks stable. In my limited sphere of knowledge, there could be two likely reasons for the strong recent surge, both arising from its acquisition of MTrans, a rail transport specialist. No. 1 could be related to the Penang Monorail, where it is part of a consortium with MRCB bidding for the project. As for No.2, could it be linked to the article in The Star yesterday about the bullet-train to Singapore being in final stages of evaluation by the EPU? Not sure if SCOMIEN is involved in this project at this stage.

I'm now holding a bunch of timber-related stocks, including LINGUI, EKSONS, CYMAO, TEKALA, PWORTH and TIMWELL... waiting for a strong timber play to return, based on several factors I believe in (I also have some LIONFIB left over, but it has already sold its timber concession and returned RM2.00 cash per share to me). Today PWORTH finally made a strong breakout, rising by 26.5c to close at 1.19 (day high 1.21). Could this be the start of the timber play I've been waiting for? Looking at the big boys' (like Ta Ann, WTK) action today, doesn't seem like it. But timber "goreng" favourite JAVA showed some promise today, going against the overall relatively negative market sentiment to close up 9c at 2.89.

No trades today.

/ichithekiller

Monday, July 09, 2007

EOD Update (9 July 2007)

MUHIBAH announced a new contract today, the RM1.1 bil SKVE. It closed up an astounding RM1.15 at RM8.15 today (day high 8.20). Actually it's a pity this announcement came out at this time. I was actually hoping for it to dip to 6.50 in anticipation of something else (entirely unrelated). What to do ....

MYCOM rose 13c to close at 1.53, while its -WA added 4.5c to 0.825. I am now firmly back in the black with this counter.

More importantly (since I have a bigger exposure) OLYMPIA continued to show a resurgence by tacking on 7c to close at 0.935 (day high) while it's -WA added 3.5c to 0.44 (also day high). Slow and steady, but the mother share is now within striking range of my cost.... while the -WA is firmly back in the black again.

SCOMIEN moved another 9c to close at 2.53 (day high 2.56)... This is the 2nd time it knocked its head on 2.56, let's see if it can continue ahead to break this barrier tomorrow....

BCTTECH finally seems to be coming out of its consolidation range. A friend told me he read some other blogs whacking this stock (got tech expert some more, so be warned)... but I continue to like it. May even add a bit more since my earlier cost was between 0.72 to 0.82, I have a bit of a buffer now.

MAHSING last date for lodgment of bonus shares was today (sorry Half Bull, I thought it was over and done with and told you so earlier today. I was wrong). It suddenly spiked up 25c on heavy volume to close at 2.40. This is very near the 1-for-5 pre-bonus price level of around 2.50 ... so it seems I am getting more bonus shares for almost free. I don't really get what's driving this, but thanks anyway to Dato' Leong.

BREM-WA went to 0.63 but closed only 2c up at 0.565. The mother was up 14c but closed only 2c up at 1.57 .... accumulation or distribution? Master JL, your views please.

NATBIO, TEKALA and OGAWA still hibernating... wonder when they're gonna wake up? Or went into coma already? HAPSENG .... I don't even want to talk about it anymore.

No trades today.


/ichithekiller

Friday, July 06, 2007

EOD Update (6 July 2007)

HAPSENG took me on another terror ride today, hitting a high of 3.56 (up 28c) on volume before going down and up again to close only 8c up at 3.36. MYCOM / OLYMPIA and warrants started to show some promise again before giving everything back, although MYCOM-WA did gain 4c on the close.

GPACKET hit 4.86 (up 10c) before closing 18c DOWN at 4.58, that's another swing of 28c. All in all, not a terribly pleasant day. One bright spot was BREM-WA which put on another 7.5c to 0.545.

Latest disposal:

TAMCORP: -2,000 (1.18), -3,000 (1.19) ... Balance 0 (That's the end of my TAMCORP campaign ... nice)


/ichithekiller

Thursday, July 05, 2007

EOD Update (5 July 2007)

Went on a few roller-coaster rides today. HAPSENG which I bought at 3.18 yesterday closed yesterday at 3.10 after hitting 3.22 earlier. This morning it hit 3.22 on high volume before dropping all the way to 3.04, then rising to close at 3.28 again. Phew! Wonder what's happening....

SCOMIEN was up another 9c this morning to 2.56 before slipping all the way to close 4c DOWN at 2.43.

After yesterday's heroic run to 4.60 before slipping to close at 4.34, UEMWRLD fell another 16c to close at 4.16 today. That's a difference of 44c in slightly more than a day.

On a more positive note, my decision to stick to MYCOM / OLYMPIA and their warrants seems to be looking brighter. MYCOM closed 11c up at 1.41 (day high 1.44), so am back in the black on this one. MYCOM-WA put on 9.5c to close at 0.74, just a shade below my cost of 0.755.

However, my far bigger position is in OLYMPIA. Although today it rose 4.5c to close at 0.87 (day high 0.88) it's still some way below my average cost of 1.025. The warrant moved a mere 2.5c to close at 0.405, but I'm a bit better off here since I purchased some warrants near the 0.20 level much earlier (5,000 sold already at 0.475). If only I had been a bit more patient before going in in size for these two and their warrants, I would be in a far better position now. Still, at least it looks like the correction is over and done with.

Latest purchase:

APB: +5,000 (1.99) ... Total 5,000

/ichithekiller

Wednesday, July 04, 2007

EOD Update (4 July 2007)

SCOMIEN up another 18c to 2.47 (day high 2.51), after brief pause. YLI moving again, up 18c to 3.30 (day high 3.36). NATBIO, TEKALA & YINSON resting .... I hope.

Got headfaked by HAPSENG today, went as high as 3.24 but last hour or so dropped all the way t0 3.04 before closing at 3.10. Still, today's average around 3.17, with majority trades done at 3.14 / 3.16 and above.

Initiated starting position in OGAWA, another consumer stock which I think has a pretty good name in the market.

Finally managed to pick up another 10k in the unreported counter.

Latest purchases:

HAPSENG: +3,000 (3.18) ... Total 3,000

OGAWA: +8,000 (1.06) ... Total 8,000


/ichithekiller

Tuesday, July 03, 2007

EOD Update (3 July 2007)

As reported in Cbox, purchased 10,000 YINSON on 29 June, 2007 (last Friday) at 1.11 .... today saw the announcement on proposed transfer to Main Board and 1 for 2 Bonus Issue. Talk about lucky breaks. Had actually been waiting to try to accumulate closer to 90-92c, but it suddenly started surging last Friday, so decided to jump in with a small position in case it continued running.

As the saying goes, rezeki jangan ditolak, especially rezeki that suddenly comes so fast, so have decided to take some profit today at 1.40. It went even higher to close up 30c at 1.47 today.

After a short correction, TAMCORP moved to hit a new high of 1.16 today, before closing up 11c at 1.15. FABER also put on 14c to close at 1.55, TEBRAU +17c to 1.70, but UEMWRLD was my best, spiking 32c to close at 4.24 (day high 4.26).

Latest purchase (29 June 2007):

YINSON: +10,000 (1.11) ... Total 10,000 (see part disposal below)

Latest disposal:

YINSON: -3,000 (1.40) ... Balance 7,000 (Good 26% gain over 2 trading days)


/ichithekiller