Thursday, September 10, 2009

Koperasi Angkatan Tentera Malaysia

Koperasi ATM also offers pretty good dividend. Year 2008 dividend is at 13%. It has been able to provide > 12% dividend since 1996

both permanent staff and reserved unit personnel can participate in this investment scheme

Thursday, September 3, 2009

surging infant milk powder price

Just last week the price for Dutch Lady Frisolac 3 was increased for about RM5 in many supermarket. As daddy i'm hardly hurt as my daughter consumes roughly 1 tin every 2 weeks. It cost around RM39 for the 900g tin version now, and RM57.2 for the 1.3kg packet version.

i couldn't change the price of infant milk, nor do i want to go for alternative infant milk. So the best way is to look at DLady stock. With such increase of price, i would think DLady profit will go up. To take things simpler, i just collect data from online again...

DY 7.7% (respectable)
ROE = 37% ++
PE=15.04

the regional markets have been trending down by fluctuation of US markets. To cite what my friend calving mentioned in his blog, The main dish for this week is August employment report (Wednesday, 8.15am ET) and ISM manufacturing index (Tuesday, 10.00am ET) before the long Labor Day weekend.Again, i think this is some minor sentiment driven investing which is affected by such report. i would rather take the dummy way, just buy into long term for a high yielding and growing stock. I see Dutch Lady as a strong brand in milk industry (i.e. its yogurt drink seems always getting my attention in shopping center, beating all other brands, although yogurt drink is not what i always buy). i think it worth a buy. I'll buy when i get my money

Thursday, July 9, 2009

stick to own choice when u feel good

today haio surge pass RM5. its increase in price has been out of my expectation. actually, few month back when i told my friend i wanna buy haio, some of them don't agree with me. One told me the company is making too many small stock buy back. another told me other stock is better, namely Hartalega. Harta is a glove manufacturer. After i compare, harta's earning is respectable. But it is in a cyclic business which is harder to judge. furthermore, its dividend pale compared to Haio. Looking at such prosopect i see no reason to choose harta instead of haio. As such, i still bought into haio.

with this, it again strengthen my believe that don't be influenced too much on how other people feel about the stock you have chosen. If you have done your homework and decided on it, just do it.

of course there is risk in haio :) but that's another story

Tuesday, July 7, 2009

bullish haio lousy cimb clicktrader

haio keeps its up momentum
it is again my portfolio allocation time. today it is RM4.8 having increased from my last buy in price of RM4.15. just yesterday my friend has bought in at RM4.6

i've actually tried to buy in , but stuck with the super lousy CIMB clicktrader trading platform. i vow that until they improve their service, today will be the last time i will use clicktrader to buy stock. the system is super slow, unresponsive, and makes trading so cumbersome, inefficient, and next to impossible. Mind that i'm using a T1 line, of which the speed bottleneck is not on my side. the platform also hangs on firefox. I deem all this as unacceptable, and a shame on a big bank like CIMB.

actually, haio profit is good, but the momentum of its stock price increase seems something too bullish. anyhow, it is my portfolio plan to include it so i think i won't about its short term price increase. as such i will buy in.

Tuesday, June 16, 2009

did it Haio

eventually my CIMB clicktrader account opening is completed (it took 2 weeks...oh gosh..)
immediately i que for Haio at 4.16. i only ended up getting 300 shares matched. What an experience, i guess i ended saving no $ from trying out cimb clicktrader. might as well has stick with my existing broker.

Wednesday, June 3, 2009

Haio and 4th quarter EPS

Human being is pattern searcher, i read in one investment book. I think it is kind of true for me. Look at Haio data for past few years. It shows a trend that the 4th quarter EPS is normally highest (or it can mean the EPS is keep on increasing over the years, and hence by quarter as well). Soon it will release its 4th quarter results. may be it is indeed a good time to buy into the counter?


Date


Stock


Quarter


Year End

Current Year Quarter

Current Year To Date


Status

Revenue
(RM'000)

P/L
(RM'000)

EPS
(sen)

Dividend
(sen)

Revenue
(RM'000)

P/L
(RM'000)

EPS
(sen)

Dividend
(sen)

NTAB
(RM)

27 Mar 2009

HAIO

3rd

30 Apr 2009

102,129

12,409

14.64

-

302,331

37,141

44.56

-

1.8800

Unaudited

18 Dec 2008

HAIO

2nd

30 Apr 2009

87,292

11,152

13.06

10.00

200,202

24,732

30.10

10.00

1.9800

Unaudited

19 Sep 2008

HAIO

1st

30 Apr 2009

112,910

13,602

16.80

-

112,910

13,602

16.80

-

1.9300

Unaudited

26 Jun 2008

HAIO

4th

30 Apr 2008

133,548

18,942

25.15

32.00

373,822

48,493

64.38

40.00

1.7600

Unaudited

26 Mar 2008

HAIO

3rd

30 Apr 2008

100,481

13,391

18.16

-

240,274

29,551

40.07

8.00

1.5700

Unaudited

19 Dec 2007

HAIO

2nd

30 Apr 2008

80,517

9,096

13.55

8.00

139,793

16,159

24.08

8.00

1.5000

Unaudited

28 Sep 2007

HAIO

1st

30 Apr 2008

59,276

7,063

10.53

-

59,276

7,063

10.53

-

1.6800

Unaudited

15 Jun 2007

HAIO

4th

30 Apr 2007

56,719

7,771

11.85

13.00

189,346

21,384

32.61

18.00

1.5700

Unaudited

20 Mar 2007

HAIO

3rd

30 Apr 2007

51,401

4,967

7.58

-

132,628

13,443

20.51

-

1.5100

Unaudited

21 Dec 2006

HAIO

2nd

30 Apr 2007

41,867

4,938

7.55

5.00

81,227

8,476

12.96

5.00

1.5000

Unaudited

29 Sep 2006

HAIO

1st

30 Apr 2007

39,360

3,538

5.41

-

39,360

3,538

5.41

-

1.4200

Unaudited

26 Jun 2006

HAIO

4th

30 Apr 2006

34,282

2,290

3.69

8.00

144,276

9,857

15.87

8.00

1.4400

Unaudited

30 Mar 2006

HAIO

3rd

30 Apr 2006

35,843

2,607

4.21

-

109,994

7,567

12.23

-

1.4700

Unaudited

29 Dec 2005

HAIO

2nd

30 Apr 2006

40,253

3,081

4.96

-

74,151

4,960

7.98

-

1.4000

Unaudited

28 Sep 2005

HAIO

1st

30 Apr 2006

33,899

1,879

3.00

-

33,899

1,879

3.00

-

1.3500

Unaudited

Wednesday, May 27, 2009

The MLM companies in Malaysia

I'm not a fan of MLM, at least i won't get myself to be one of its distributor. But most MLM business is carrying out a legitimate and honourable business, and it provides dream and income to many. There are many MLM in Malaysia, both local and foreign. Over the years, many have come and leave, some leaves after some scams.

Anyhow, of those remains, couple of them are listed on Bursa and its earning is pretty attractive. I plan to diversify my portfolio to include on of this. The current aim is Haio.