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Ichi the Killer

Bursa Malaysia stock trading portfolio of nobody really important.

Tuesday, October 30, 2007

EOD Update (30 October 2007)

Song: 再一次拥有 (Zai Yi Ci Yong You) By: 龚诗嘉 (Gong Shi Jia, Kaira)


Haven't been updating for a while ... all together now. In the meantime, LIONDIV and ACB/PARKSON exercise has been completed. MUHIBAH's 1-for-4 Bonus Issue and 1-to-2 share split also completed today. My 8,000 shares just turned into 20,000 shares after this exercise.

NATBIO just reported a pretty impressive quarterly net profit of RM10.65 mil, compared to last quarter's RM7.36 mil. The share price had been slowly sliding, making me suspect if there was some trouble coming, but this doesn't explain it at all. They also launched a new chocolate drink with a pretty big advertising blitz, which I think the incremental earnings from this might not be fully factored in yet into the just-reported quarter.

Latest purchases:

LIONDIV: +10,000 (2.21), +5,000 (1.78), +5,000 (1.62) ... Total 22,000

NATBIO: +5,000 (1.21), +5,000 (1.20) ... Total 25,000 (show some faith lah...)

Latest disposals:

UEMWRLD: -2,000 (4.24), -2,000 (4.16) ... Balance 2,000

FOCUS-WA: -16,100 (0.15) ... Balance 0

SDRED: -5,000 (0.99) ... Balance 0

NAMFATT: -5,000 (0.685) ... Balance 5,000

LBALUM: -5,000 (0.56), -3,000 (0.545) ... Balance 0

MAEMODE: -5,000 (1.42) ... Balance 3,000

TIMWELL-OR: -6,000 (0.25) ... Balance 0 (Got up late and missed letting go at 50c and up. Bloody thing decided to move today... what to do, at least still got the mothers bought previously)


/ichithekiller

Monday, October 01, 2007

EOD Update (1 Oct 2007)

Song: 记得 (Ji De) By: 张惠妹/阿妹 (Zhang Hui Mei a.k.a A-Mei)



Haven't really made many trades recently, just waiting to see if market volatility will die down a bit, while slowly setting aside more cash. Unfortunately, many "value" counters which appeared after the recent correction have already rebounded substantially, so, bad luck ....

LIONDIV rose another 50c to hit a new record high of 12.10 today. ACB has now changed its name to PARKSON to reflect its core operations post-exercise with LIONDIV. PARKSON tried rallying again today in tandem with LIONDIV but closed up 3c only at 2.20 after hitting a day high of 2.25 earlier.

Today was also a historic day of sorts for ICAP which crossed the 2.00 mark for the first time and closed at 2.02 (day high 2.04). This steady, quiet counter has appreciated more than 100% from the first time I picked it up on the day of its listing. Up till now I have not sold a single unit of it, despite all the intermittent market corrections and numerous people asking why I didn't sell it just before these major corrections. Looks like my faith in it is being rewarded. If things continue to look OK, I intend to keep all of it for 5 years or even more.....

RCECAP has been recovering nicely and now all my buys in it are back in the black. Looks like there's still sufficient upside to warrant hanging on to it.

Latest disposal:

NATBIO: -5,000 (1.30) ... Balance 15,000 (Missed the chance to cash out at a profit, doesn't seem very active now. Ah, might as well have more cash ready for a switch).


/ichithekiller