Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

On Monday, my portfolio increased together with the broader market.

The portfolio value went up by 0.81% to RM 109,031.78 while the FBM KLCI increased by 0.32%.

Total returns for the portfolio increased from 8.2% to 9.0%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 11.5%, and has registered an annualised return of 39.2%.

Total profits currently stand at RM 9,031.78

The gainers for the portfolio were ES Ceramics (+8.1%) and Kim Hin (+7.7%). The stocks that lost ground were Mitrajaya (-1.6%) and SLP (-1.5%).

The following share was bought yesterday, following the pick-up in trading momentum:

Prolexus Berhad (Stock code: 8966): 5,000 shares at RM1.63 per share. The company is principally engaged in apparels manufacturing for OEM apparels retailing (house brands Be Elementz and Bixiz Kids) and outdoor advertising. The company has good fundamentals with stable EBITDA and net margins with a net cash position.

The following shares were sold yesterday,

KPS Consortium Bhd: 4,000 shares at RM0.545 per share.

UOA Development: 4,700 shares at RM2.1 per share.

 

Leon Fuat Bhd: 8,300 shares at RM0.63 per share.

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

Last Friday, my portfolio declined together with the broader market.

The portfolio value went down by 1.05% to RM 108,159.46 while the FBM KLCI decreased by 0.14%.

Total returns for the portfolio decreased from 9.3% to 8.2%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 10.9%, and has registered an annualised return of 36.8%.

Total profits currently stand at RM 8,159.46.

The gainers for the portfolio were LBI Capital (+2.6%) and Leon Fuat (+1.7). The stocks that lost ground were ES Ceramics (-2.6%) and Kim Hin (-2.3%).

There were no stock purchases last Friday.

The following shares were sold last Friday,

Brite-Tech: 16,300 shares at RM0.30 per share.

Sycal: 11,200 shares at RM0.46 per share.

 

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

On Thursday, my portfolio declined while the broader market picked up.

The portfolio value went down by 0.74% to RM 109,306.48 while the FBM KLCI increased by 0.16%.

Total returns for the portfolio decreased from 10.1% to 9.3%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 11.9%, and has registered an annualised return of 42.5%.

Total profits currently stand at RM 9,306.48.

The gainers for the portfolio were Success (+2.6%) and SLP (+1.5%) and Fitters (+1.5%). The stocks that lost ground were Ken (-2.7%) and KSL (-2.7%).

The following shares were bought yesterday, following the pick-up in trading momentum:

KPS Consortium Bhd (Stock code: 9121): 4,000 shares at RM0.565 per share. The company is principally engaged in the manufacture of various types of tissue-related products It also distributes and retails wooden doors plywood and related building materials. The company offers good valuation as it is trading at 0.4 times book and at a price to earnings multiple of 9 times.

Kim Hin Industry Bhd (Stock code: 5371): 2,000 shares at RM1.73 per share. The company produces range of ceramic floor and wall tiles. It has seen a rebound in earnings in the current year and is currently at a discount to its book value. It is also in a net cash position.

LBI Capital Bhd (Stock code: 8494): 3,000 shares at RM1.56 per share. Principally involved in property development and property investment, the company has good net margins with a stable turnover and a fair valuation as it trades at P/B of 1 and PE of 7.

Elsoft Research Bhd (Stock code: 0090): 3,000 shares at RM1.62 per share. It is an MSC-status company that provides ATE solutions to the semiconductor optoelectronic and automation industries. The company has high EBITDA and net margins of 40% and is in a net cash position.

The following shares were sold yesterday,

K.Seng Seng: 10,800 shares at RM0.705 per share.

Heveaboard: 2,500 shares at RM1.93 per share.

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

On Wednesday, my portfolio performed well while the broader market fell.

The portfolio value went up by 1.67% to RM110,124.31 while the FBM KLCI decreased by  0.01%.

Total returns for the portfolio increased from 8.3% to 10.1%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 12.9%, and has registered an annualised return of 46.8%.

Total profits currently stand at RM 10,124.31.

The gainers for the portfolio were KSSC(+9.1%) and Sycal(+6.7%). The stock that lost ground was Heveaboard (-2.5%).

The following share was bought yesterday, following the pick-up in trading momentum:

Malton Bhd (Stock code: 6181) : 4,500 shares at RM1.12 per share. The company is principally involved engaged in property development. It is also involved in construction as well as project management including rehabilitation of abandoned housing government low cost development projects as well as large scale private development management projects such as Pavilion Kuala Lumpur Project. The company is trading below book value of 0.7 with upcoming projects in Bukit Jalil ,Batu Kawan and Johor.

The following shares were sold yesterday,

TMCLife: 9,000 shares at RM0.59 per share.

Ge-Shen: 9,700 shares at RM0.50 per share.

Goodway: 8,400 shares at RM0.62 per share.

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

On Tuesday, my portfolio increased while the broader market fell.

The portfolio value went up by 0.71% to RM108,311.96 while the FBM KLCI decreased by  0.32%.

Total returns for the portfolio increased from 7.5% to 8.3%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 11.1%, and has registered an annualised return of 38.9%.

Total profits currently stand at RM 8,311.96.

The gainers for the portfolio were TMCLife(+12.6%) and Homeritz(+5.2%). The stocks that lost ground were B-Tech (-6.2%) and Ken(-3.5%).

The following shares were bought yesterday, following the pick-up in trading momentum:

Mitraland Bhd (Stock code: 9571) : 5,100 shares at RM0.98 per share. The company is principally involved in construction and civil engineering works and property development.It also has other investments in quarries and premix plants rental of plant and machinery as well as an eye specialist centre. The company has offers good return on equity with growing EBITDA and net margins especially in the first half of 2014.It trades at book value and has a PE of 8 times.

Sycal Ventures Bhd (Stock code: 9717): 11,200 shares at RM0.445 per share. The company is an investment holding with core businesses in civil and construction works property development. It is also involved in manufacturing and trading including ready-mix concrete and building materials. It has growing turnover and net margins, with a low gearing of 0.3 times.

The following shares were sold yesterday,

IW City: 2,200 shares at RM1.6 per share.

Chuan: 900 shares at RM0.735 per share.

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

On Monday, my portfolio increased while the broader market fell.

The portfolio value went up by 0.75% to RM107,544.72 while the FBM KLCI decreased by  0.19%. 

Total returns for the portfolio increased from 6.7% to 7.5%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 10.0%, and has registered an annualised return of 35.8%.

Total profits currently stand at RM 7,544.72.

The gainers for the portfolio were Geshen(+4.1%) and KSSC(+3.3%). The stocks that lost ground were IW City (-2.4%) and SLP (-2.4%).

The following shares were bought yesterday, following the pick-up in trading momentum:

Success Transformers Bhd (Stock code: 7207) : 2,600 shares at RM1.87 per share. The company is involved in manufacturing and trading of electrical apparatus and industrial lighting and fittings metal stamping parts metal castings as well as property investment with a majority stake in Seremban Engineering. The company has stable EBITDA and net margins. It offers good valuations as the stock is trading at 0.88 times book and has a PE of 6.46.

TMCLife (Stock code: 0101): 9,000 shares at RM0.555 per share. The company operates the Tropicana Medical Centre in Kota Damansara and also the TMC Fertility Centre in Damansara Utama.

Ken Holdings Bhd(Stock code: 7323) 4,300 shares at RM1.15 per share. Principally involved in property development and construction activities, it has stable net margins, upcoming projects and in a net cash position.

The following shares were sold yesterday,

Tasek: 600 shares at RM15.68 per share.

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

Last Friday, my portfolio increased together with the broader market.

The portfolio value went up by 0.19% to RM106,741.82 while the FBM KLCI increased by  0.23%.

Total returns for the portfolio increased from 6.5% to 6.7%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 9.0%, and has registered an annualised return of 33.3%.

Total profits currently stand at RM 6,741.82.

The gainers for the portfolio were KSL(+3.3%) and Brite-Tech(+3.3%). The stocks that lost ground were Ge-shen (-2.0%) and KSSC (-1.6%).

The following shares were bought last Friday, following the pick-up in trading momentum:

Homeritz Corp Bhd (Stock code: 5160) : 5,600 shares at RM0.88 per share. The company is an integrated designer manufacturer and exporter of a complete range of upholstered home furniture comprising leather and fabric-based sofas dining chairs and bed frames . It has a high dividend yield of 5.39% and is in a net cash position.

ES Ceramics Bhd (Stock code: 0100): 27,000 shares at RM0.185 per share. The company specialises in ceramic dipping formers. These formers are used as the mould for glove makers and balloons. Technology partner is COQUET from France. The company has stable Ebitda and net margins. 

SLP Resources Bhd(Stock code: 7248) 7,600 shares at RM0.65 per share The company manufactures plastic packaging products including polybags and polyfilms primarily for export markets. It has stable EBITDA and net margins and is in a net cash position. 

The following shares were sold last Friday,

YTLE: 5,700 shares at RM0.68 per share.

Camres: 11,000 shares at RM0.32 per share.

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

Yesterday, my portfolio decreased while the broader market picked up.

The portfolio value went down by 0.31% to RM106,543.02 while the FBM KLCI increased by  0.08%.

Total returns for the portfolio decreased from 6.9% to 6.5%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 9.0%, and has registered an annualised return of 32.7%.

Total profits currently stand at RM 6,543.02

The gainers for the portfolio were Heveaboard(+4.2%) and KSSC(+1.6%). The stocks that lost considerable ground were Camres (-4.3%) and Chuan (-3.4%).

The following shares were bought yesterday, following the pick-up in trading momentum:

Ge-shen Corp Bhd(Stock code: 7197) : 9,700 shares at RM0.515 per share. The company is involved in manufacturing high precision plastic components used in the manufacturing of computer peripherals information and technology products electronics and electrical related products and automotive product etc

Goodway Integrated Industries Bhd (Stock code: 7192): 8,400 shares at RM0.595 per share. The company is involved in manufacturing and distribution of rubber compounds and related products rethreading services for tires (motor vehicles earthmovers) and trading of tires natural rubber and other related goods.

The following shares were sold yesterday,

BHS: 1,700 shares at RM2.83 per share.

Redtone: 6,000 shares at RM0.81 per share

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

Yesterday, my portfolio increased while the broader market continued to fall.

The portfolio value increased by 0.34% to RM107,247.43 while the FBM KLCI fell by  0.19%.

Total returns for the portfolio increased from 6.9% to 7.2%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 9.8%, and has registered an annualised return of 36.7%.

Total profits currently stand at RM 7,247.43..

The gainers for the portfolio were Brite-Tech(+3.3%) and Camres (+12.9%). The stocks that lost considerable ground were UOADev (-2.8%) and Chuan (-2.6%).

There were no trade transactions yesterday.