Earning picking up strongly after post-merger with Bank Lippo and Bank Niaga.
EPS up to 9M2010 = 75 Rp, 12M 2010 approximately = 100Rp
Share Price as at 29-11-2010 = 1650 Rp ( trading @ 16.5X)
Industry Ranking : 5th largest bank in Indonesia
Recommendation : Accumulate below 1500Rp
Monday, November 29, 2010
Saturday, November 20, 2010
China rise required reserve ratio
China government increase the RRR by 50 basis points aimed at strengthen the liquidity management and tighthening the banks' credit lending.
Uncertainties are ahead of us in the stock market. Maybe is time to reduce shareholding and hold cash. With the cash, we may be able to enjoy the "good cheap sales" after selling down due to market adjustment caused by portfolio readjustment by the big boy.
Good Luck!
Uncertainties are ahead of us in the stock market. Maybe is time to reduce shareholding and hold cash. With the cash, we may be able to enjoy the "good cheap sales" after selling down due to market adjustment caused by portfolio readjustment by the big boy.
Good Luck!
Sunday, November 14, 2010
Traderszone4U Portfolio Update
Date:- 15-11-2010 Start Date: 25-10-2010
Portfolio Investment:- RM250,000
____________________________________________________________________
MOVEMENT:
Profit Taking by selling KFIMA 60,000 shares @ 1.37 ( realised RM5,500 )
INVESTMENT PORTFOLIO:
AEONCR = 10,000 @ 3.70
GAMUDA = 10,000 @ 3.80
KFIMA = Nil
Cash Balance: RM179,932
Strategic: 3 to 6 months,
Potential Return : 15%
Portfolio Investment:- RM250,000
____________________________________________________________________
MOVEMENT:
Profit Taking by selling KFIMA 60,000 shares @ 1.37 ( realised RM5,500 )
INVESTMENT PORTFOLIO:
AEONCR = 10,000 @ 3.70
GAMUDA = 10,000 @ 3.80
KFIMA = Nil
Cash Balance: RM179,932
Strategic: 3 to 6 months,
Potential Return : 15%
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