Top Pick Bursa Malaysia

Investment diary for a smart person, solely for personal used not for any investment advice.

Sunday, December 17, 2006

Bursa Malaysia Top pick 2007

http://bursatop.blogspot.com/ to see content

Monday, December 11, 2006

Top pick mesdaq- Jobstreet


Jobstreet is involved in the provision of interactive recruitment services. Besides Malaysia, it operates in Singapore, the Philippines, India, Bangladesh, Indonesia and Vietnam. Some of these overseas' associates/subsidiaries (such as in Indonesia, India & Bangladesh) have just commenced their operations this year and remain as cost centre for the near term. Low operating overhead for setting up new business geography in business segment are advantages.
As table show above, the earning is U shape, when it reach 16m quarter, the growing rates look start slow, with new business venture in other region, it may return the high grow rates. It just look at the earning, latest EPS at 2.4 sen per Quarter, or represent 10 cent per annuam. Current PE at 17 time (RM1.70) . Steady business strategy is ensure that company growing future.

Sunday, December 10, 2006

Call Warrant update- 08/12/06


As per friday. sime CA show the 15% premium compare to mother price, in bull market there is no suprise Ca got such premium. Bear in mind market yet show correction. any high premium Ca will suffer more when pull back happen. Overall premium is 13% compared to week ago 11%. This indicate that CA now is runningout of money 2 % more than mother or bullish view on market. This rally seriously lack of participation of small cap and 2nd, 3rd liner. Punter all put it to CA and hoping market will cotinous bullist. last but not least. Becareful in CA, if possible only try intra-day. for uncertainty. The best strategy is waiting pull back from market now.

Friday, December 8, 2006

Dreamgate- Will Moving together with Genting (Sentosa Casino project)

Latest new that Genting won the Singapore Sentosa Casino project. Most of the analysits are upgrade rating for Genting, But said limited upside potential, Current price already reflect part of the good news. The impact to earning will only see after 2009. There is many unforeasean factor during this period.....

let see Genting Ca rising in advance then mother, if you do convertion rite now. The convertion premium is 6 or 7 dollar about current stock price. Any upside potential value ? God bless you! anywhere there is still got time to run away coming trading day.

I would like to highligh an forget gaming stock DGATE. (RM1.32) yearly high at 1.72 and low at 1.18. Will it move together with Genting when market open on monday 11 December 2006. I think the change is high! Bull Market strategy, Punter always look for an excuss to buy up an stock with related issued. So don't suprise if it limit up on monday! Good fundamental and profitability. The prospect of this gaming stock still look positive. I remember read at CIMB research report, given buy call on this stock with target price 2.1 or 2.2. I can't remember. Anywhere see my prediction on monday will come true or not!

Thursday, December 7, 2006

Diary of bursa Malaysia and Call Warrant Update-05/12/06







Very suprising to see moving on simedarby and related GLC group moving, All price are higher than proposed by synergy equity (CIMB). There are further uptrend of said stock and the proposed restructure scheme need upward the said price.
As for their Call Warrant. Further uptrend is poosible even though that sime ca break 2 limit up yesterday.
Only confusion is genting Ca, at the current level the punter are put high expectation of the singapore Casino bidding. It price are beat the mother. Better keep mother than son at the movement.
Only said under value blue chip in CA context. at the movement I prefer TM (whether TM Ca or TM CB). TM share are yet catching with the mother.

Tuesday, December 5, 2006

Top Penny stock in Bursa Malaysia

Wat is penny stock, Generally in malaysia contect those stock value below RM1.00 consider penny stock. what is Charatertic of good penny stock. few factor might consider here :

1. Profitability, Most of the penny stock cannot maintain the constant or growing profitability to increase share holder value, only those exception will become superstar one day.

2. NTA, Refer to Net assets per share , normally must more than share price. Exception is some high grow company which potentially become superstar one day.

3.Good management, some penny stock will reflect the value when good management take over the company. or become superstar one day

4. Avois those stock try to be penny stock and please don't value them as penny stock. Those do to share split and make the stock price look cheaper.