Keep your winning and cut your losing quick

No one will always got 100% right in investment. However, practising focus on your winning and cutting your losses quick is important. If I am wrong at some points, I will cut loss and reportfolio. If I feel that’s a right decision. I will continue to focus buying up until it is at a fully valued at my perception.

Budget 2017 is near – infrastructure companies heating up

Gamuda and Gadang are getting a lot of support in speculation more projects will be awarded.  Especially Gamuda-WE with persisted buying volume continuous emerged.  

As for Gadang, beside of speculative play. It’s EPS is stabilizing and with the announcement of bonus issues and free warrant will further boost short term buying interest.

We sold Gadang before and we have bought back some at RM 2.93 and Gamuda-We at RM 1.33. 

We expect also both fiscal and monetary assistance to property segment soon.  However we still think it is not the best time to invest property Stocks as the slow economy will prolong.