Tong Kooi Ong's Portfolio

On Wednesday, my portfolio decreased together with the broader market.

The portfolio value went down by 1.2% to RM 107,960.31 while the FBM KLCI is declined by 0.05%.

Total returns for the portfolio decreased from 9.3% to 8.0%.

The portfolio started on 8 July 2014 with a capital of RM100,000. Since then, it has outperformed the FBM KLCI by 10.5%, and has registered an annualised return of 33.8%.

Total profits currently stand at RM 7,960.31.

The gainers for the portfolio were Elsoft (+3.0%) and Fibon (+2.8%). The stocks that lost ground were ES Ceramics (-7.1%), Homeritz (-2.7%) and Gunung Capital (-2.7%)

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

Willowglen MSC Berhad (Stock code: 0008): 5,700 shares at RM0.875 per share. The company provides remote terminal units and software that provides telemetry real-time motion video images and integration of various business systems. The company is in a net cash position with a decent return on equity.

Crescendo Corporation Berhad (Stock code: 6718): 5,100 shares at RM2.89 per share. The company is principally engaged in property development and related construction activities. The company has consistent, has increasing turnover with good EBITDA and net margins.

The following shares were sold yesterday:

SLP Bhd: 7,600 shares at RM0.645 per share.

LBI Capital Bhd: 3,000 shares at RM1.53 per share.

Mitrajaya Bhd: 5,100 shares at RM0.94 per share.

Fitters Bhd: 3,600 shares at RM1.33 per share.

KimHin Industries Bhd: 2,000 shares at RM1.76 per share.

Tong Kooi Ong's Portfolio

Tong Kooi Ong's Portfolio

On Tuesday, my portfolio increased while the broader market remains unchanged.

The portfolio value went up by 0.22% to RM 109,275.78 while the FBM KLCI is unchanged by 0%.

Total returns for the portfolio increased from 9.0% 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 11.7%, and has registered an annualised return of 39.8%.

Total profits currently stand at RM 9,275.78.

The gainers for the portfolio were ES Ceramics (+5.0%) and Prolexus (+3.7%). The stocks that lost ground were Homeritz (-2.1%) and Success (-2.0%).

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

Fibon Berhad (Stock code: 0149): 9,300 shares at RM0.535 per share. The company is principally engaged in formulation of advanced polymer matrix fibre composites manufacturing and sales of electrical insulators electrical enclosures and meter boards. The company has good net margins and cash is 40% of market capitalisation.

Gunung Capital Berhad (Stock code: 7676): 5,300 shares at RM0.94 per share. The company is principally involved in provision of charter services for fleet of land-based passenger transportation assets. It is also involved in developing mini hydro power plants and property development. The company has consistent, strong EBITDA margins of 50% and net margins of about 16%-18%. Also, company is in a net cash position.

There were no shares sold yesterday.

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.