Saturday, September 21, 2013

The Political Link Stocks



Banking & Finance
CIMB, BIMB/Takaful, MBSB

Hospitality

Faber, IHH, TMC Life, KPJ

Utilities

Tenaga, Puncak Niaga/KPS/JAKS/KHSB, Cypark,

Property Developer

Tebrau, Equine, E&O, UEM Land, MRCB, KLCCP

Plantation

FGV/MSM, TH Plantation, RSawit
 
Industrial
Destini

Airline

Airasia, MAS

O&G

Alam Maritim, Dayang/Petra Energy, THHeavy, SKPetro, Perdana Pet, Scomi Group, Handal, PetDag, PetGas, PetChem

Logistics

MISC, Armada, MMHE

Conglomerate

DRBHicom, MMC Corp, YTL Corp

Service

POS, Brahims, MAHB, Astro, MYEG, Prestariang, Censof, Paramount

Gaming

Genting Bhd, Genting Mal, BJtoto, MPHB

Construction

IJM Corp, Gamuda, Muhibbah, Mudajaya, Ekovest, Benalec, WCT

Telcos

Telekom, DIGI, Axiata, Time Eng/TimeCom, Redtone, Maxis

Sarawak/Sabah-based

NAIM/HSL/KBB Eng/SCB (SCORE), HSL, CMSB

Institutional Shareholders In Top Property Developers



UEM Land 
UEM Group (65%), EPF (5%)
 
Gamuda Bhd
Skim Amanah Saham Bumiputera (7.5%), Generasi Setia Malaysia Sdn Bhd (5.6%), KWP (5%), EPF (4.5%)
 
SP Setia
PNB (51.4%), Skim Amanah Saham Bumiputera (15.1%), KWP (5.6%), EPF (5.3%)
 
Sunway Bhd
Sungei Way Corp Sdn Bhd: 44.5%)
 
IJM Land
IJM Corp (63.7%), EPF (5.5%)
 
IGB Corp Bhd
GOLDIS Bhd (30.6%), EPF (6.4%)
 
Mah Sing
Mayang Teratai Sdn Bhd (35.3%), EPF (9.1%), KWP (6%)
 
MRCB
EPF (42.2%), LTH (9.2%)
 
E&O
Sime Darby (30.5%), ECM Libra (5.4%)
 
Mudajaya Group
Dataran Sentral Sdn Bhd (24.6%), Mulpha Intl (22.2%), LTH (9.1%)

Dates to Note for Bursa - 4Q 2013


Sep 28
Wanita Umno, Umno Youth and Puteri Umno wings would hold their internal polls.

Oct 19
UMNO’s Election for its top office bearers

Oct 25
Budget 2014 announcement

Dec 2 to 7
UMNO’s Annual General Assembly

Dec 21
The MCA Central Committeee party elections


Monday, May 27, 2013

Learn to Invest and be a Smart Investor

Learn from mistakes, how true is this?

Only stupid people learn from mistakes, smart people learn from other people's mistakes!