We continue disposed some of AeonCR and KPJ and buying into Alaqar KPJ and QCapital.
We have bought in Alaqar KPJ REIT at 1.210
We continue to increase our holding in Alaqar KPJ REIT as we still like it yield of 7% above plus strong asset review potential and its specialty of all hospital. Meaning full occupancy at all time.
We sold AeonCR mildly again buying Spritzr and Bingo.HK
We will continue to let go AeonCR if every RM 0.20 – RM 0.30 increase in price.
FBM-KLCI at 1600 cross road – Our forecast is still bias to upside
We do not like the PE, we do not like the external environment but we feel from the market behaviour that the market is bias to the upwards. It will be a persistant range bound but adjusting upward challenging another all time high.
Teledata.SG – Phase 1 recovery on track! SGD 0.029 closed and high of 0.035
We will continue to monitor its development. So far almost 300% from our recommended SGD 0.008. We will still buy if the price pulling back a little after the sharp increase last two sessions.
We sold AeonCR and moving into Bingo.HK, Stemlfe and FocusP
At 12-13 times of PE for AeonCR, we opt to start reducing our holding. We mildly buy Bingo.HK, Stemlfe and FocusP.
He has inspired me a lot and i pray for him to be well – Warren buffett with Prostate Cancer
He is a great investment guru. He is a kind person. He down to earth. He doing his part worldwide with Bill. I hope he will be well.
We have been nibbling FocusP, Stemlfe and Teledata.SG
We still dont like the valuation at 1,600 level thus, we continue our nibbling on quality and recovery stocks that show brilliant valuation.
LBS and Mtouche set to see new high – TP RM 1.00 and RM 0.60
There is fundamental support of LBS though we still do not think it has a strong branding. For Mtouche, it is worst. No fundamental but purely corporate development. Interestingly, both stocks will do well and we given a higher TP from now.
FBM KLCI is persisted above 1,600, we see uptrend continuous
Both sessions crossing and closed at 1,600 with well asorbed profit taking. We believe the market now will steadily move towards 1,620 above