Welcome to AWong Investment

Sunday, November 11, 2012

Summary of KLSE Shares Posted by AWong Investment

(updated 11 November 2012)

          Posted on                      Price after Posted by


 AWong Investment                        AWong Investment
Code     Share      Date    Price Highest    % Lowest    %  Current    %
0143KEYASIC18-Feb-12     0.130      0.170 31%     0.095 -27%     0.170 31%
7022GTRONIC08-Dec-11     0.840      1.640 95%     0.800 -5%     1.390 65%
9679WCT25-Sep-11     2.000      2.800 40%     1.850 -8%     2.730 37%
3786MAS19-Sep-11     1.410      1.740 23%     0.995 -29%     1.010 -28%
6742YTLPOWR16-Sep-11     1.790      1.930 8%     1.530 -15%     1.570 -12%
0010IRIS14-Sep-11     0.145      0.205 41%     0.130 -10%     0.170 17%
2739 HUAAN09-Sep-11     0.235      0.295 26%     0.165 -30%     0.175 -26%
6807PUNCAK05-Sep-11     0.950      1.890 99%     0.950 0%     1.330 40%
5031TIMECOM29-Aug-11     2.650      3.875 46%     2.075 -22%     3.470 31%

                                                                    By AWong Investment

* Notes: TIMECOM price based on previous price x 5

Wednesday, November 7, 2012

"The Share I'm Looking At..."

Here is my 1st edition ^_*

I'm selling it for RM20.00 per copy.

Interested please do email me: 
and I will email you the details to pay for the copy. Once received payment, a softcopy (in pdf) will be sent to your email.

Please note that no further information will be release for shares that I'm looking at in my blog except for those which I have posted previously.

Good luck with your investment!! ^_* 

Sunday, November 4, 2012

Sunway Eastwood @ Seri Kembangan

SEMI-D TYPE B
Project name:          
Sunway Eastwood
Area:                       
Seri Kembangan
Developer:               
Sunway Eastwood Sdn Bhd 
Type:                      
Semi-D
Tenure:                   
Leasehold
Price range:             
from RM1,650,000
Size range:              
from 3,321 to 3,972 ft2
Price/ft2 range:         
from approx. RM497/ft2
Total Units:
118units
Maintenance fees:
approx. RM0.20/ft2

*Above info @  Dec 2011 

The Developer: 
This is a JV project between SunwayMas Sdn Bhd and Massive Profit Sdn Bhd.


Location:
Sri Kembangan is quite far away from KLCC, it is in between Puchong and Kajang. The Site Location is closed to The Mines.
Google Map




Price:
Compare with SOHO development in Seri Kembangan:
  • Flexis @ One South ~ price from approx. RM540/ft2 (price info @ Jan 2012) ~ Sunway Eastwood is approx. 8% lower [Read My Previous Blog]
Compare with Condo development nearby:

  • Zefer Hill Residence @ Puchong ~ price from approx. RM403/ft2 (price info @ Dec 2011) ~ Sunway Eastwood is approx. 23% higher [Read My Previous Blog]
  • Koi Prima (Phase 1) @ Puchong ~ price from approx. RM303/ft2 (price info @ Nov 2011) ~ Sunway Eastwood is approx. 64% higher [Read My Previous Blog]

Compare with Semi-D development nearby:
  • New England @ Putrajaya, section 24 ~ price from approx. RM355/ft2 (price info @ Dec 2011) ~ Sunway Eastwood is approx. 40% higher [Read My Previous Blog]
  • Taman Nadayu 92 @ Kajang ~ price from approx. RM338/ft2 (price info @ Dec 2011) ~ Sunway Eastwood is approx. 47% higher [Read My Previous Blog]

WARDROBE


My View:
Based on the above information, the price/ft2 seems similar for SOHO unit in Seri Kembangan. If you prefer more space then Semi-D is a better option.

If you compare to Condo developments in Puchong, the price/ft2 is a lot higher ~ worth to pay extra for a Semi-D?

Also compare to Semi-D in other places nearby, the price/ft2 is much higher ~ worth to pay extra? 

Based on 90% loan for RM1,650,000, say BLR6.6%-2.4% = 4.2% interest per annum, for 30 years. The monthly repayment is approx. RM7,261. If you are planning to buy & rent out for investment, you need to take these into consideration:

Will ppl willing to pay more than RM7,261 per month to rent a place in Seri Kembangan?

Don't forget the approx. monthly repayment of RM7,261 excludes following items:
a) Maintenance fees (approx. RM664/month)
b) Assessment tax
c) Quit rent
d) Interest rates increased for the loan (this is the main risk as BLR still low at the moment)

Buy & rent market, this is not really a good investment opportunity as you are targeting smaller group of people, eg. expat or people working in Seri Kembangan or nearby. For RM7,261/month, you can easily rent a condo nearer to KLCC (size smaller).

For own stay and location is not an issue, you might consider those Semi-D nearby which are cheaper in terms of price/ft2.

Other developments with similar RM/ft2:
BATHROOM

Monday, October 15, 2012

YTLPOWR (6742) ~ Drop to Near 1 Yr Low ~

Current Price @ 1.58

Why drop? Maybe because losing the bid for Prai combined-cycle gas turbine power project for a capacity of 1,000 to 1,400 megawatts. The bid won by Tenaga Nasional Bhd.





Some risk:
  • Government bodies are moving into this field
  • Genting sold Genting Sanyen (Malaysia) Sdn Bhd to 1Malaysia Development Bhd. After sold, it get 10 years extension.
  • Segari Energy Ventures Sdn Bhd (a subsidiary of Malakoff) also get 10 years extension.
  • Also Tenaga Nasional Bhd won the bid for the Prai.
What to look at next?
  • Who will get the remaining 3,100MW which is up for bidding at a later stage?
  • Governtment bodies or Billionaires?
  • Will YTLPOWR sell those two gas-fired combined cycle power plants like Genting?
Although there are some risks associated with its power business, I still believe these are minor to YTLPOWR and it is worth to consider at current price.

Main reason is that YTLPOWR continuously expand their business oversea and currently have business in:
  • Singapore
  • Indonesia
  • Australia
  • UK
Besides, they have also started moving into 4G business in Malaysia.

Below are some updated info for YTLPOWR:
  • Net asset per share increased to 1.30 (previously 1.18)
  • Dividend approx. 3% ~ similar to Banks FD interest rate
  • EPF hold approx. 9.41% (previously approx. 9.92% in Sept 2011 drop to 9.25% in Feb 2012) ~ EPF believe YTLPOWR is at discounted price??
 Good luck with your investment!!! ^_*

If you are not risk taker, you should consider put it in the bank for FD and get around 3% interest per annum

Related posts:

Monday, October 8, 2012

Company Review ~ Sept 2012

Adventa Bhd (7191) ~ current price @ 1.86
Sept 2012 - CIMB Equities Research ~ target price 2.10

Airasia Bhd (5099) ~ current price @ 3.03
Sept 2012 -  RHB Research Institute ~ target price 3.63
Sept 2012 -  CIMB Research ~ target price 3.50
Sept 2012 - Affin Investment Research ~ target price 3.70

Alliance Financial Group Bhd (2488) ~ current price @ 4.09
Sept 2012 - Hong Leong Investment Bank Research ~ target price 4.53

Axiata Group Berhad (6888) ~ current price @ 6.76
Sept 2012 - Hwang DBS Vickers Research ~ target price 5.80
Sept 2012 - Alliance Research ~ target price 6.84
Sept 2012 - Kenanga Research ~ target price 6.33
Sept 2012 - Affin Investment Research ~ target price 5.08
Sept 2012 - Nomura ~ target price 7.10

Berjaya Sports Toto Bhd (1562) ~ current price @ 4.46
Sept 2012 - RHB Research Institute ~ target price 4.55

BIMB Holdings Bhd (5258) ~ current price @ 3.08
Sept 2012 - CIMB Equities Research ~ target price 3.78
Sept 2012 - Kenanga Research ~ target price 3.60

CB Industrial Product Holding (7076) ~ current price @ 2.76
Sept 2012 - OSK Research ~ target price 3.28

Crest Builder Holdings Bhd (8591) ~ current price @ 1.04
Sept 2012 - Kenanga Investment Research ~ target price 1.34

Dialog Group Bhd (7277) ~ current price @ 2.40
Sept 2012 -  CIMB Equities Research ~ target price 2.91
Sept 2012 -  Affin Investment Research ~ target price 2.76.

Digi.com Bhd (6947) ~ current price @ 5.46
Sept 2012 - Affin Investment Research ~ target price 4.75

Felda Global Ventures Holdings Bhd (5222) ~ current price @ 4.75
Sept 2012 - Hwang DBS Vickers Research ~ target price 5.05

Gamuda Bhd (5398) ~ current price @ 3.50
Sept 2012 - OSK Research ~ fair value 4.46
Sept 2012 - TA Securities ~ target price 4.32

Gas Malaysia Bhd (5209) ~ current price @ 2.61
Sept 2012 - Kenanga ~ target price 2.94

Hartalega Holdings Bhd (5168) ~ current price @ 4.49
Sept 2012 - CIMB Research ~ target price 5.01

Hua Yang Bhd (5062) ~ current price @ 1.94


Sept 2012 -TA Securities ~ target price 2.63

Hunza Properties Bhd (5018) ~ current price @ 1.49
Sept 2012 - Kenanga Investment Research ~ target price 1.50

IJM Corporation Bhd (3336) ~ current price @ 4.97
Sept 2012 - RHB Research Institute ~ fair value 4.73
Sept 2012 - TA Securities ~ target price 5.77
Sept 2012 - Hong Leong Investment Research ~ target price 5.48
Sept 2012 - Credit Suisse Research ~ target price 7.10
Sept 2012 - CIMB Equities Research ~ target price 5.30

IJM Land Berhad (5215) ~ current price @ 2.09
Sept 2012 - RHB Research ~ fair value 2.89
Sept 2012 - Kenanga Investment Research  (OP; TP: RM2.60)

Kossan Rubber Industries Bhd (7153) ~ current price @ 3.03
Sept 2012 - RHB Research ~ fair value 3.73

KPJ Healthcare Bhd (5878) ~ current price @ 6.01
Sept 2012 - RHB Research ~ fair value 6.86

Malaysia Building Society Bhd (1171) ~ current price @ 2.39
Sept 2012 - OSK Investment Banking ~ fair value 3.02

Mah Sing Group Bhd (8583) ~ current price @ 2.24
Sept 2012 - Kenanga Investment Research  ~ target price 2.40

Malaysia Steel Works (KL) Bhd (5098) ~ current price @ 0.91
Sept 2012 - OSK Research Sdn Bhd ~ fair value of 0.83

Maxis Bhd (6012) ~ current price @ 7.05
Sept 2012 - Affin Investment Research ~ target price 6.76
Sept 2012 - Nomura ~ target price 6.20
Sept 2012 - Public Investment Bank ~ target price 7.26

Malaysian Resources Corp (1651) ~ current price @ 1.63
Sept 2012 - UOB Kay Hian ~ target price 2.03

Multi-Purpose Holdings Bhd (3859) ~ current price @ 3.59
Sept 2012 - Public Investment Bank ~ target price 3.79

Old Town Berhad (5201) ~ current price @ 1.93
Sept 2012 - JF Apex Securities Bhd ~ target price 2.23
Sept 2012 - OSK Research ~ fair value 2.31

Parkson Holdings Bhd (5657) ~ current price @ 4.70
Sept 2012 - Public Investment Bank ~ target price 5.73

Perdana Petroleum Berhad (7108) ~ current price @ 0.84
Sept 2012 - RHB Research Institute ~ fair value 0.82

Perisai Petroleum Teknologi (0047) ~ current price @ 0.99
Sept 2012 - UOB Kay Hian Malaysia Research ~ target price 1.59
Sept 2012 - CIMB Equities Research ~ target price 1.53

Petronas Dagangan Bhd (5681) ~ current price @ 22.14
Sept 2012 - CIMB Research ~ target price 24.60

Pintaras Jaya Bhd (9598) ~ current price @ 3.02
Sept 2012 - OSK Retail Research ~ target price 3.99

PPB Group Bhd (4065) ~ current price @ 12.00
Sept 2012 - AmResearch ~ target price 15.90
Sept 2012 - KAF Seagroatt & Campbell Research ~ target price 14.00
Sept 2012 - Hwang DBS Vickers ~ target price 11.00

Public Bank Bhd (1295) ~ current price @ 14.44
Sept 2012 - Maybank Investment Research ~ target price 16.00

Puncak Niaga Holdings Bhd (6807) ~ current price @ 1.36
Sept 2012 - OSK Research Sdn Bhd ~ fair value 2.08

QL Resources Berhad (7084) ~ current price @ 3.20
Sept 2012 - Maybank Investment Bank Research ~ target price 3.75

SapuraKencana Petroleum Bhd (5218) ~ current price @ 2.44
Sept 2012 - UOB Kay Hian Malaysia Research ~ target price 2.80
Sept 2012 -  Affin Investment Research ~ target price 2.65
Sept 2012 - OSK Research ~ fair value 2.88
Sept 2012 - Hong Leong Investment ~ target price 2.77
Sept 2012 - Kenanga Research ~ target price 2.79
Sept 2012 - Maybank Investment Research ~ target price 2.68

Sime Darby Bhd (4197) ~ current price @ 9.65
Sept 2012 - Hwang DBS Vickers Research ~ target price 9.80
Sept 2012 - RHB Research Institute ~ fair value 10.56

SP Setia Bhd (8664) ~ current price @ 3.65
Sept 2012 - CIMB Equities Research ~ target price 4.30
Sept 2012 - Kenanga Investment Research ~ target price 3.80
Sept 2012 - Hwang DBS Vickers Research ~ target price 5.10

Tan Chong Motor Holdings Bhd (4405) ~ current price @ 4.60
Sept 2012 -  RHB Research Institute ~ fair value 4.75

Tenaga Nasional Bhd (5347) ~ current price @ 7.00
Sept 2012 - Affin Investment Research ~ target price 6.60
Sept 2012 - CIMB Equities Research ~ target price 7.98

Time DotCom Bhd (5031) ~ current price @ 3.30
Sept 2012 - HLIB Research ~ target price 4.12

Telekom Malaysia Bhd (4863) ~ current price @ 6.30
Sept 2012 - Affin Investment Research ~ target price 6.98
Sept 2012 - Public Investment Research ~ target price 6.55

Top Glove Corporation Bhd (7113) ~ current price @ 5.15
Sept 2012 - RHB Research ~ fair value 6.26

TSH Resources Bhd (9059) ~ current price @ 2.24


Sept 2012 - Kenanga Research ~ target price 2.85
18 Sept 2012 - Kenanga Research ~ raised target price 2.95

UEM Land Holdings Bhd (5148) ~ current price @ 1.79
Sept 2012 - Kenanga Investment Research ~ target price 1.85

UOA Development Bhd (5200) ~ current price @ 1.65
Sept 2012 - Kenanga Investment Research ~ target price 2.30

Wah Seong Corporation Bhd (5142) ~ current price @ 1.74
Sept 2012 - OSk Research ~ fair value 2.33
Sept 2012 - Hong Leong Investment Bank Research ~ target price 2.10

Yinson Holdings Bhd (7293) ~ current price @ 1.88
Sept 2012 - Kenanga Investment Research ~ target price 2.68

*Please note that above just some quick information. You still need to find out more info about how they calculated their target price.*