YTLPOWR I started invest in stock market since 2007, the first stock I bought is ytlpowr... Holding until now for around 3 years, it's about 40% return after including dividend and capital gain.. Recently, I am using dividend reinvest into ytlpowr again.. For this counter, I am holding for long term as I am confident with its management team. The profit is sustainable althought it invested in telecomunication and oil share sector which is vary from core business.. After the license for 700 Mh spectrum fail on MCMC clarification, the video on demand project fall apart.. The share price retrace back to 2.4 level.. If its share price drop below 2.2, i will start accumulating again..
KNM is the second stock I invested in Bursa at 2008 while the market is in bull market and aiming for flipping.. This is cyclical stock and the timing I enter is bull market.. As I don't have much experience in stock market and listen to news. After the recression, I lost 70% from this counter. Thinking of cut loss before.. However, recently the business prospect for this counter getting bright and the company return to profit quarter.. Besides, it secures big project from uzbekistan RM680 millions.. The main concern for this counter is the debt issue which is RM1 billion.. Will continue to monitor this counter but temporary hold it as the company prospect and profit started to recover.. KNM secures new biomass contract RM2bil in UK. The business prospect getting better and better.. I have recover my lost to only 40% date 22 dec 2010.. Expect to full recover by end of next year.
Genting, I have make better profit from this counter when I bought into it at 2008...80% return from this counter after holding for 2 years plus.. Genting has a lot of cash which is in the net cash position.. Will continue to hold this company as the earning is improving and the business prospect is good as genting Singapore bring great profit for this company..
MEGB, after doing much researches, we found out that this counter is oversold as the PTPTN issue and delay opening in new campuses.. The PTPTN issue is overblown and the financial statement is healthy.. The cash is sufficient in settle all the debt.. I decided to buy this counter as the company is in recession proof business... Recently, buying into this counter again as the P/E and dividend yield is getting attractive for me.. With the entry price I will get 6% dividend yield and expect more student enrollment by year end and new expansion campus will slash to open soon.
OSKVI - this is the worst investment I have made in 2007.. To date, I have lost 80% from this counter.. I made a big mistake by listen to the news. Although the company financial statement is healthy.. But continuous lost in 2 consecutive years don't look good.. Will cut loss when the price is right..
| Stock Name | Shares Quantity |
| KNM | 5 |
| YTL Power | 3.452 |
| Genting | 0.5 |
| OSK VI | 0.5 |
| MEGB | 2 |
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