YTLPOWR Stay range bound between 2.22 to 2.29 throughout the whole month. Compare to couple of month, the stock price slid 6.53% and remain firm at range in between 2.22 - 2.3. Main reason for under performing share price is becoz of lower quarter dividend declared. The stock current P/E stay at 12x and dividend yield is around 5.7%. The group profit remain strong except the start up loss for Wimax business but manage to secure 100K++ subscribers within 3 months. The catalysts will be first Android phone on June for its Wimax Business to lure more subscriber and extension on PPA negotiation with TNB which expired on 2015. Acquired additional 1 share at 2.23. Will continue hold for long term as I am confident with its management team. The management team have good foresight and able to seize busienss opportunities. If its share price drop below 2.2, i will start accumulating again.. Making profit 36% return since acquisition..
KNM. Oil & Gas counter remain good pick in the market as the crude oil price exceed USD100 per barrel due to social unrest libra that lower the crude oil production plus 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 order book now stand at 5.4billions which is record high but its share price tumble 17% compare to previous month. Recently, KNM declared 3 cents final dividend. My thought is KNM has started to recover and the profit improving as the capacity and utilisation rate increase with more contracts secured globally. Making loss 49% since acquisition.
Genting, Share price drop 15.1% compare to previous month. Genting remain the top performer in my stock portfolio. Following better earning prospect from Genting Malaysia (UK casino and New york new gaming business slot machine construction completed ahead schedule), genting share price still reasonable compare to regional peer with P/E around 13.6 where by genting singapore P/E 22 and macau gaming P/E 23. The group decleare 4.8 cents dividend for current quarter profit. Make profit 68% return since acqusition. Genting Malaysia New York gaming slot machine business will start by end of this year and will contribute to group earning next year.
MEGB, Share price drop a lot around 22% compare to previous couple of month. Foreign fund like FMC and small cap fund keep selling its stake. The share price retrace from 2.15 since august last year to lowest 1.76. Some local fund like insider asia still holding masterskill share as the stock remain undervalue and potential upside is high. The foundamental remain inact where by the new campus and course obtain approval from relevant authorities and earning growth remain high. Its current quarter profit was strong with P/E around 6-7 and the dividend yield is high around 7-8% based on current price. Continue hold until it return to IPO level. Making loss 22% since acqusition.
OSKVI - Share price decline 16.9% compare to previous couple of month. Making loss 85% since acqusition.Waiting for cut loss.
| Stock Name | Shares Quantity |
| KNM | 1.25 |
| YTL Power | 4.452 |
| Genting | 0.5 |
| OSK VI | 0.5 |
| MEGB | 2 |
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