Thursday, September 30, 2010

Time for Warrant ?

Gamuda : Target price given by some broker house range from 4.20-4.80 level.

Gamuda WD (RM1.40):-
Expiry in year 2015.
Exercise Price= RM2.66

IF.. Gamuda moving up to RM4.50, WD will be RM1.84 (30% potential upside)

Monday, September 6, 2010

Moving to Defensive Counters

How far can the KLCI move further? 1450, 1480 or 1500 some say 1600.

The next strategy will be:
1.) Take profit and cash out at least 50% of your portfolio.
2) Move to high dividend yield and defensive counters i.e.
a) AEONCR---DY 5.6% and potential bonus issue
b) NCB --- DY 6.75%