1/31/2013

熊市的出现,米歇尔再也不恐慌

最近打开股市就是红海一片,

出现这样的情形,以前的米歇尔就和一般的散户没区别,恐慌套售自己的股票,因为怕自己纸上的盈利即将转入亏损,不套利好像很笨似的。

但经过一年的考研和自己的反思, 米歇尔遇到熊市不再恐慌,反而有勇气加码,因为米歇尔觉得自己选的股是优质股,年年赚钱的公司,而且单靠股息已经比放在银行还来的高。

目前米歇尔持有的股票平均股息有5%股息,而投资股票的目的是能够制造更多的现金流。

米歇尔投资在股票里的钱都是闲钱,要不是投资在股票也会选择放在银行,既然是闲钱不急着用,就别为了当前短暂的利益而放弃以后更大的利益或翻倍的机会。

所以现在出现熊市再也不会恐慌,只会算一算什么时候可以得到股息。

1/26/2013

DIGI 數碼網絡(6947)形成了“锤”

数码网络可能出现反弹后,22/1/2013形成了“锤”

可以启动一个位置如果收盘价高于RM4.95收盘跌破RM4.80作为止损

目标价为RM5.35RM5.50近期高点但米歇尔没有持有这股,

如果跌破RM4.95,可能会加剧收盘跌破RM4.50

RSI指标显示已经来到超卖区, 米歇尔觉得还会有一段时间的跌势和盘整,

持有DIGI的股友你们准备好了吗? 




1/25/2013

这是CMMT要增加新股单位吗?

Proposed Authority to Allot And Issue up to 353,607,640 New Units of CMMT, Representing Up to 20% of the Existing Fund Size of CMMT Pursuant To Clause 14.03 Of The Securities Commission Malaysia's Guidelines On Real Estate Investment Trusts ("REITS Guidelines") (the "Proposed Authority")

BackJan 22, 2013
Type Announcement
Subject NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
OTHER ISSUE OF SECURITIES
Description CAPITAMALLS MALAYSIA TRUST (“CMMT”)

PROPOSED AUTHORITY TO ALLOT AND ISSUE UP TO 353,607,640 NEW UNITS OF CMMT, REPRESENTING UP TO 20% OF THE EXISTING FUND SIZE OF CMMT PURSUANT TO CLAUSE 14.03 OF THE SECURITIES COMMISSION MALAYSIA’S GUIDELINES ON REAL ESTATE INVESTMENT TRUSTS (“REITS GUIDELINES”) (THE “PROPOSED AUTHORITY”)


On behalf of the Board of Directors of CapitaMalls Malaysia REIT Management Sdn. Bhd. (“Board”), the management company of CMMT (“Manager”), CIMB Investment Bank Berhad (“CIMB”) and Maybank Investment Bank Berhad (“Maybank IB”) (collectively, the “Joint Principal Advisers”) wish to announce that the Manager proposes to undertake the proposed authority to allot and issue up to 353,607,640 new units of CMMT (“Units”), representing up to 20% of the existing fund size of CMMT pursuant to Clause 14.03 of the REITs Guidelines.
In order to accommodate the issuance of the new Units pursuant to the Proposed Authority, it is also proposed that the approved fund size of CMMT be increased from 1,936,763,000 Units to 2,290,370,640 Units, which is subject to the approvals of CMMT’s Trustee, being AmTrustee Berhad (the “Trustee”) and the Securities Commission Malaysia (“SC”) (the “Proposed Increase in Approved Fund Size”).
Further details of the Proposed Authority are set out in the attachment.
This announcement is dated 22 January 2013.

1/24/2013

老虎银行跌破200天平均线

老虎银行的下行风险已经上升 

收盘跌破了200天平均线线 

交易可能会选择卖出股票

或许熊市的关系,也或许是快要大选吧!

如果它一直低于RM8.90支持RM8.75 RM8.45 

然而持续接近RM8.90以上可能会引发买盘,但强劲阻力位RM9.20。

 

CMMT 派发4.24仙股息


Final Income Distribution of 4.24 sen per unit (of Which 3.94 sen per unit is Taxable And 0.30 Sen Per Unit Is Tax Exempt in the Hands of Unitholders) In Respect Of The Period From 1 July 2012 To 31 December 2012.

BackJan 22, 2013
EX-date 06/02/2013
Entitlement date 08/02/2013
Entitlement time 05:00:00 PM
Entitlement subject Income Distribution
Entitlement description Final income distribution of 4.24 sen per unit (of which 3.94 sen per unit is taxable and 0.30 sen per unit is tax exempt in the hands of unitholders) in respect of the period from 1 July 2012 to 31 December 2012.
Period of interest payment to
Financial Year End 31/12/2012
Share transfer book & register of members will be to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no Equiniti Services Sdn. Bhd.
(formerly known as MIDF Consultancy &
Corporate Services Sdn. Bhd.)
Level 8, Menara MIDF
82, Jalan Raja Chulan,
50200 Kuala Lumpur, Malaysia
Tel. No. 03-2166 0933
Payment date 06/03/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers 08/02/2013 
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator Currency
Currency Malaysian Ringgit (MYR)
Entitlement in Currency 0.0424


Announcement Info

Company Name CAPITAMALLS MALAYSIA TRUST  
Stock Name CMMT    
Date Announced 22 Jan 2013  
Category Entitlements (Notice of Book Closure)
Reference No CG-130117-43624

CMMT2012年第四季财报

 

 

Quarterly Rpt On Consolidated Results For The Financial Period Ended 31/12/2012

BackJan 22, 2013
Financial Year End 31/12/2012
Quarter 4
Quarterly report for the financial period ended 31/12/2012
The figures have not been audited
Currency: Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2012

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2012
31/12/2011
31/12/2012
31/12/2011
$$'000
$$'000
$$'000
$$'000
1 Revenue
73,780
63,145
289,216
230,887
2 Profit/(loss) before tax
48,649
45,114
250,465
179,814
3 Profit/(loss) for the period
48,649
45,114
250,465
179,814
4 Profit/(loss) attributable to ordinary equity holders of the parent
48,649
45,114
250,465
179,814
5 Basic earnings/(loss) per share (Subunit)
2.75
2.75
14.19
12.00
6 Proposed/Declared dividend per share (Subunit)
2.11
1.99
8.44
7.87


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1547
1.0959

Remarks :
Final income distribution of 4.24 sen per unit (of which 3.94 sen is taxable and 0.30 sen is non-taxable in the hands of unitholders) for the period from 1 July 2012 to 31 December 2012 is announced on 22 January 2013.
Definition of Subunit: In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence


Announcement Info

Company Name CAPITAMALLS MALAYSIA TRUST  
Stock Name CMMT    
Date Announced 22 Jan 2013  
Category Financial Results
Reference No CG-130117-5884D
Attachments
  1. CMMT220113.pdf (Size: 298,221 bytes)

1/22/2013

CMMT 嘉德(5180) 跟踪

从26日12月2012年,

大机构用了13天的交易日陆陆续续买进从没卖出过,

尤其宣布了22日1月2013年会有CMMT的2012年年报,

这是昨天的图,


由于外来的因素导致CMMT有开市RM1.93一直往下跌至RM1.82,

但收市价比开市价低一点而已(RM1.92)。

其实米歇尔昨天又点慌,

眼看自己的盈利不见了一半,

很想很想先套利,等大选后再买入,

但想了很久,

要等通告出来是否大机构的搞作还是什么的,

也想到明天应该就就公布财报了,

应该也与股息一起公布,

要是现在卖了就没能拿到股息,

也算了一算,如果不卖守着一年股息也差不多套利的价钱,

所以最后还是没有卖出,再密切跟踪他。

1/19/2013

2013年的的一场雪

2013年的一场雪,

一下就连续好几天,

留下米歇尔的身影和脚印,

车子注意看有冰条的痕迹,

垃圾桶也变成了冬菇了!

很享受下雪的情景!

2013年的米歇尔

最近的米歇尔到底怎么了?

是不是少看到米歇尔更新部落格呢?
 
其实是有原因的,

原因是米歇尔没更新部落格的同时也没上网看自己的交易户口,那么就没有机会做交易了!
2013年的米歇尔还没做过第一次交易呢!

2012年的米歇尔中共做了125次买卖,也就等于平均每隔一天的交易日就手痒了!

频密的买卖确实亏多赚少,看回2012年的投资如果坚持守着应该起码也开了半翻。

米歇尔要学习动作少少,而且今年犯太岁很可能在投资里破财,所以还是比较注意股息再投资,累计目前的股就已经很足够了!

1/11/2013

CMMT 通告

General Announcement
Reference No CG-130107-E05D4
Company Name
:
CAPITAMALLS MALAYSIA TRUST
Stock Name
:
CMMT
Date Announced
:
08/01/2013  
Type
:
Announcement
Subject
:
OTHERS
Description
:
DATE OF RELEASE OF UNAUDITED FINANCIAL RESULTS FOR THE FOURTH QUARTER ENDED 31 DECEMBER 2012
Announcement Details/Table Section :
CapitaMalls Malaysia REIT Management Sdn. Bhd., the manager of CapitaMalls Malaysia Trust ("CMMT"), wishes to announce that it will release the unaudited financial results of CMMT for the fourth quarter ended 31 December 2012 after 5.00 p.m. on Tuesday, 22 January 2013.
This announcement is dated 8 January 2013.

1/08/2013

1.28亿扩国內外业务‧旧街场前景乐观

(吉隆坡27日讯)旧街场(OLDTOWN,5201,主板贸服组)发3千300万新股筹资6千440万令吉,使其现金增至1亿2千870万令吉,以用於国內国际业务扩展用途,肯纳格研究认为其前景依旧乐观,维持“超越大市"评级不变。
马新印中將开更多新店
该行认为,其前景乐观,主要建立在强劲的快速移动物品区块的成长,特別是新兴的区域市场如中国、南国与越南;同时,在马、新、印尼与中国將开更多新店。
配合其財政年明年由3月杪截止修正至12月截止,下財政年调整后的净利预测为5千280万令吉与5千980万令吉。维持“超越大市"评级,目標价2令吉40仙不变。
上述发新股活动后,股本回酬与每股盈利料稀释2.7百分点和9.4%。旧街场是以目前3亿3千万股的基础,发售10%新股。

開創小站式咖啡館‧舊街場分店料雙位數成長


(吉隆坡7日訊)舊街場(OLDTOWN,5201,主板貿服組)欲擴張其規模,計劃每年增設30至40間分店,並開創小站式咖啡館,分析員認為估值比同儕低,分析員預料該公司的分店規模將繼續雙位數成長。
每年擬增30至40分店
豐隆投行表示,目前舊街場的本益比為13.7倍,較其他業內同儕平均15.1倍顯示9.3%的折價。
在2012年的首9個月該公司共已派發6仙股息,相等於56.6%的派息率,派息政策為盈利的至少50%。
“舊街場正透過設立更多的分店來擴張其快速消費品業務的規模,其中包括在Suria KLCC開創首間小站式咖啡館。此模式一旦被證明成功,就會每年增設20至30間小站在全馬較集中的地區。他們也提出計劃在已發展國家中高度繁榮的城市如香港發展此營業模式。"
目前,舊街場共有210間咖啡館,其中包括9間在新加坡,7間在印尼,3間在中國。
“在未來,我們預期咖啡館的數量會持續以雙位數增長。尤其是中國,預期從2013至2015年會有12至15%的增長。"
豐隆投行也補充,一旦所有分店都獲得清真資格並投入充份的宣傳工作,穆斯林市場將為集團的盈利給予顯著的貢獻。
目前只有77%在大馬的分店是獲清真認證,該公司預期今年初能讓所有分店都被獲認證。
豐隆投資銀行給予“買進"評級,設目標價在2令吉52仙。
該公司可能面臨的風噞包括原料漲價、小站式營業模式接受度低落、餐飲素質和產品需求相對有彈性等。(星洲日報/財經)