My stock portfolio date 15 January 2011.. After revise my portfolio performance compare to previous month 2-3%, my whole portfolio continue to perform well with the return close to 8.5%.. Stock market is in the bull market now and market sentiment is good ahead of general election.
YTLPOWR Stay flat throughout the whole month. Compare to previous month, the stock price increase 0.4% and remain firm at range in between 2.4 - 2.47. After ex-date for final dividend and 1 interim dividen, the stock price remain stable. Will continue hold for long term as I am confident with its management team. If its share price drop below 2.2, i will start accumulating again.. Making profit 40% return since acquisition..
KNM. Oil & Gas counter remain hot in the market as the government plan to have a lot of new projects that boost the oil & gas sector especially exploration of new oil field development. More contact will be awarded to local oil & gas sector and better earning prospect have boost their share price.. KNM share price increase 15.7% compare to previous month. I think KNM started to recover from bottom line and the profit start improving as the capacity and utilisation rate increase with more contracts secured globally. Making loss 39% since acquisition.
Genting, Share price increased 12.3% compare to previous month. Genting remain the top performer in my stock portfolio. Following better earning prospect from Genting Malaysia (UK casino and New work new gaming business slot machine), genting share price still reasonable compare to regional peer with P/E around 16 where by genting singapore P/E 22 and macau gaming P/E 23. Make profit 98% return since acqusition.
MEGB, Share price increase 6.3% compare to previous month. Some local fund like insider asia started to acquire masterskill share as the stock remain undervalue and potential upside is high. However, due to the US fund FMIC keep reducing its stake, and the share price retrace from highest point 2.59 since august last year to 2.15. The foundamental remain inact. Continue hold until it return to IPO level. Making loss 0.1% since acqusition.
OSKVI - Share price decline 1.2% compare to previous month. Making loss 82% since acqusition.Waiting for cut loss.
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