Nuffnang code

Sunday, 3 November 2013

2013-11-03 Research target

Current portfolio:

Already bought:
Finance
1) Maybank (400 shares @ RM9.79)
(commercial banking and related financial services, Islamic banking, investment banking including stock broking, underwriting of general and life insurance, general and family takaful, trustee and nominee services, asset management and venture capital.)

Industrial product
1) CBIP (2700 shares @ RM2.86)
(operated in four segments: Manufacturing, manufacturing of palm oil equipment and related products, commissioning and contracting works for palm oil mills and retrofitting special purpose vehicles; Trading, engaged in trading of palm oil mill processing equipment; Plantation, engaged in cultivation of oil palm and production of crude palm oil and palm kernel; Investing, engaged in investment holding)


Temporarily has these targets to research on hand:

finance
-------
1) P&O
(insurance, information technology, investment holding and money lending, priviledge card programme services)
2) MNRB
(investment holding, reinsurance business, takaful operator and retakaful operator)


Trading/services
-----------------
1) dayang
(related to O&G/shipping. operates in investment holding, topside maintenance, marine charter, equipment hire)
2) dialog
(related to O&G. operates in investment holding, management service in O&G, petrochemical industry.)
3) deleum
 (O&G. provision of specialized equipment and services of subsea production development, gas turbine, oilfield equipment & services, offshore driling rig, oilfield chemical)
4) hapseng
(plantation: palm oil, fresh fruit bunches. Property: investment. Credit financing: financial services. Fertilizer trading: fertilizer & agro-chemical. Quarry & building material: manufacture of bricks. Automotive: trading motor vehicles.)
5) alam
(O&G : offshore supply vessels & services. underwater services. )
6) presbhd
(IT service providers: ICT training & certification, R&D, software license distribution, software vendor & distributor for Microsoft, IBM, Oracle, Sun Microsystems, CompTIA, Autodesk, EC-Council, Adobe etc.)
7) Airasia
(air transportation services)


Industrial products
-------------------
1) coastal
(related to shipping. operates in two segments: vessels manufacturing and repairing services, which include fabrication and sale of marine transportation vessels and provision of ship repairs and maintenance services)
2) scientx
(property segment: constructing & developing residential & commercial properties, manufacturing segment: packaging products & materials for automotive interior, polymer business


property
--------
1) naim
(contractor cum developer, develop property in Miri, owns a shopping mall in Miri, 33.7% stake in Dayang)
2) matrix
(construction, factory)
3) sunway/sunreit
(property & construction. Owns 36.7% in SUNREIT)


technology
-----------
1) msniaga
(sale of information technology products and related services)
2) cuscapi
(software development, point of sale (POS) named: "REV" and business management solutions and system integration services, investment holding)


固定收入,是指那些每年都有稳定派息的公司,大部分的周息率都超过6%,即使它们的股价不涨,我每年都可以获得固定的收入。

资本增值,则是在未来有很好的成长潜能的公司,我买它们的主要目的是为了它们的股价将来有很大上涨的空间,那我就可以赚取差价,所以称之为资本增值。

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