Since most MREITs prices increased due to continuous revaluation, however, rental is not catching in pace. But we understand as continous renew rental is not just bad for long term but also for overall economy.

At this moment, Amfirst and Hektar will be good as both submitted Right Issues application and we believe it will have substantial lowered price compare to market price. Thus, we are savings dividend return and re-invest into right issue.

We will still continue collect PavREIT until minimum holding units that we desire but we got to settle the yield below 6%. Yet, we will only will buy in if below RM 1.080 or lower.

The recent profits shown is not un-expected as many buy iPhone 4S may have added effect on sentimental values of Steve Jobs. There is a huge risk that the current cash position of the company and it’s PE representing 8-9 times. We may be wrong, but we maintain that Apple may have reached its peak and the success factors of jobs will definitely be different.

Pending on HSI approval for exemption. Mr Chau will increase its share to closing 60% with new injection. With debt restructuring in place plus potential placement further in the coming months for its Cinema chain investment in China.

We continue call for a hold with mild buying if below HKD 0.08

We have added Tomei and PavREIT

As part of our dividend reinvestment plan, we have added YTL, Benelac and PavREIT as current holding of dividend stocks.

With the NTAB of RM 9.80 plus sometimes making loss due to Lotus and cost issue.  Sell Lotus, change management and cautiously control cost.  I will rate Proton at RM 12.00 above.

Selling at RM 5.50 is like giving another RM 1.3 billions wealth to DRM-HICOM.

A classic example of the rich getting richer and limitation on capitalism.

Looks to be a good recovery stock in 2012/13

Switched to Tomei, Oldtown, Cheetah, Mudajaya.

The recently unusual volume of LBS and SKPres together with its corporate related news. We believe a short term rally is already on the card. However, as to 2012, we will only buy counters with speculative play together with fundamental screen. Both counters are healthy as of 2011 with good EPS.