News of the Day - 01 April 2015

• GST officially starts today

• Award contract packages of the RM23bn MRT2 is targeted in 4Q15

Mass Rapid Transit Corporation Sdn Bhd (MRT Corp) is expected to start awarding contracts for the various packages of the RM23bn Mass Rapid Transit line 2 (MRT2) in the last quarter of this year. Contractors who handled jobs in the first phase of the MRT (MRT1) would hold an advantage due to their experience in carrying out the works on the first line. “Also, many of the contractors did not get the expected returns and profits from MRT1 works due to various reasons,” says a contractor.

• Petrol prices unchanged in April

The retail prices of RON95, RON97 and diesel for Apr 2015 remain unchanged, according to the Ministry of Domestic Trade, Cooperatives and Consumerism (MDTCC). The price of RON95 is unchanged at RM1.95 per litre, RON97 at RM2.25 per litre and diesel at RM1.95 a litre as in Mar. 

• Integrax's co-founder has decided to accept Tenaga’s offer for the company

Integrax Bhd's co-founder and deputy chairman Amin Halim Rasip has decided to part with his shares in the company, indicating he will be accepting Tenaga Nasional Bhd's (TNB) offer for Integrax at RM3.25/share. Amin holds a 24.76% stake in the port operator. "Given the different directions pursued by TNB and PCB (Perak Corp Bhd) in respect to the future of the LBT (Lekir Bulk Terminal) and LMT (Lumut Maritime Terminal) assets, I will be selling my Integrax shares, as it will be more beneficial and productive for me to pursue the business projects and opportunities I intended to develop in Lumut, in a number of other suitable locations in Malaysia and the region," he said.

• US consumer confidence at 101.3 in Mar, second-highest level since Aug 2007

Follow the Big Boy! - 01 April 2015

Strategy to follow the big boy, i.e. Employees Providend Fund ("EPF") is one of crude strategies to piggyback on EPF. EPF has the capability to transact millions (or even billions) of Ringgit per day and such enormous transaction volume would alleviate or dampen share price of any individual stock concerned. My "Follow the Big Boy!" series would aim to assist investors in identifying any short window of opportunity to gain along with EPF.

Please refer to the link here for a short introduction to the "Follow the Big Boy!" series.

EPF's Recent Significant Transactions

Type of transaction	Target	No of securities Transacted
Acquired	AFFIN HOLDINGS	183,900
	AFG	317,100
	AIRASIA	2,648,600
	AMMB HOLDINGS	1,683,700
	BIMB HOLDINGS	300,000
	CIMB GROUP	4,363,400
	DIGI.COM	1,361,700
	FRASER & NEAVE	43,400
	HARTALEGA HOLDINGS	72,300
	HONG LEONG BANK	208,900
	IHH HEALTHCARE	1,000,000
	MAXIS	1,200,000
	MBM RESOURCES	402,700
	ORIENTAL HOLDINGS	162,700
	PETRONAS GAS	442,200
	POS MALAYSIA	98,400
	TAN CHONG MOTOR	27,500
	TIME DOTCOM	129,700
	TOP GLOVE	2,756,500
	YINSON HOLDINGS	1,400,000
Disposed	AEON CO. (M)	315,000
	CAHYA MATA SARAWAK	909,800
	CAPITAMALLS MALAYSIA TRUST	1,000,000
	DIALOG GROUP	653,300
	FELDA GLOBAL VENTURES	400,000
	GENTING PLANTATIONS	150,000
	IJM CORPORATION	800,000
	INARI AMERTRON	903,800
	IOI CORPORATION	1,335,800
	IOI PROPERTIES GROUP	1,511,500
	KOSSAN RUBBER INDUSTRIES	538,300
	KPJ HEALTHCARE	6,003,700
	KUALA LUMPUR KEPONG	44,800
	LAFARGE MALAYSIA	4,900
	MALAYAN BANKING	2,217,000
	MALAYSIA AIRPORTS	410,500
	PETRONAS CHEMICALS	110,500
	PUBLIC BANK	1,477,100
	SAPURAKENCANA PETROLEUM	2,311,300
	SHELL REFINING	57,700
	SIME DARBY	293,500
	TELEKOM MALAYSIA	1,347,200
	YTL POWER INTERNATIONAL	707,200

Follow the Big Boy! - 31 March 2015

Strategy to follow the big boy, i.e. Employees Providend Fund ("EPF") is one of crude strategies to piggyback on EPF. EPF has the capability to transact millions (or even billions) of Ringgit per day and such enormous transaction volume would alleviate or dampen share price of any individual stock concerned. My "Follow the Big Boy!" series would aim to assist investors in identifying any short window of opportunity to gain along with EPF.

Please refer to the link here for a short introduction to the "Follow the Big Boy!" series.

EPF's Recent Significant Transactions

Type of transaction	Target	No of securities Transacted
Acquired	AIRASIA	2,646,900
	BAT	67,900
	CIMB GROUP	2,855,300
	HARTALEGA HOLDINGS	98,700
	IHH HEALTHCARE	2,485,900
	MALAYAN BANKING	4,062,800
	MAXIS	2,096,100
	PETRONAS GAS	327,800
	POS MALAYSIA	6,600
	SUNWAY REIT	49,100
	TENAGA NASIONAL	1,505,500
	TIME DOTCOM	58,100
Disposed	AEON CO. (M)	271,600
	AMMB HOLDINGS	700,000
	AXIATA GROUP	3,850,300
	BERJAYA AUTO	1,120,400
	CAHYA MATA SARAWAK	1,331,200
	CAPITAMALLS MALAYSIA TRUST	1,000,000
	DIALOG GROUP	110,600
	DIGI.COM	754,500
	FELDA GLOBAL VENTURES	846,700
	GAMUDA	159,500
	GENTING PLANTATIONS	25,000
	HONG LEONG BANK	10,700
	IJM CORPORATION	1,040,100
	IOI CORPORATION	2,979,900
	KUALA LUMPUR KEPONG	150,100
	MALAYSIA AIRPORTS	306,300
	MISC	1,103,600
	ORIENTAL HOLDINGS	134,200
	SAPURAKENCANA PETROLEUM	1,060,600
	SHELL REFINING	42,600
	SIME DARBY	1,708,300
	TELEKOM MALAYSIA	1,433,500
	UMW HOLDINGS	1,556,900

Follow the Big Boy! - 30 March 2015

Strategy to follow the big boy, i.e. Employees Providend Fund ("EPF") is one of crude strategies to piggyback on EPF. EPF has the capability to transact millions (or even billions) of Ringgit per day and such enormous transaction volume would alleviate or dampen share price of any individual stock concerned. My "Follow the Big Boy!" series would aim to assist investors in identifying any short window of opportunity to gain along with EPF.

Please refer to the link here for a short introduction to the "Follow the Big Boy!" series.

EPF's Recent Significant Transactions

Type of transaction	Target	No of securities Transacted
Acquired	AEON CO. (M)	78,400
	AFG	88,700
	BIMB HOLDINGS	65,900
	DIALOG GROUP	1,782,500
	FRASER & NEAVE	98,900
	GAMUDA	561,700
	HARTALEGA HOLDINGS	70,600
	HONG LEONG BANK	340,800
	IGB REIT	1,722,300
	IJM CORPORATION	440,100
	IOI CORPORATION	765,000
	IOI PROPERTIES GROUP	20,000
	MAXIS	139,100
	MBM RESOURCES	200,000
	NESTLE (MALAYSIA)	2,900
	ORIENTAL HOLDINGS	7,100
	PETRONAS GAS	214,700
	SAPURAKENCANA PETROLEUM	3,099,100
	SUNWAY REIT	65,200
	UMW HOLDINGS	950,100
	YINSON HOLDINGS	110,400
Disposed	AMMB HOLDINGS	1,289,500
	AXIATA GROUP	1,450,700
	CIMB GROUP	2,190,300
	DIGI.COM	1,293,500
	FELDA GLOBAL VENTURES	425,900
	IHH HEALTHCARE	149,400
	KPJ HEALTHCARE	365,400
	MALAYAN BANKING	1,135,500
	MISC	206,400
	PUBLIC BANK	2,460,100
	SIME DARBY	3,802,300
	TELEKOM MALAYSIA	361,900

Pre-GST Shopping ~ the Uncle Style

Red Alert ~ GST is Coming!

Unfortunately, we are two days away from the implementation of 6% GST commencing on 1^st April 2015. Hence, it is highly advisable for your March salary to be spent wisely on pre-GST shopping. Although we can’t stock up everything that we need, we can still purchase a few major items which could possibly save hundreds (or even thousands) of Ringgit. 

The rule of thumb is to purchase non-perishable consumable goods based on foreseeable consumption pattern! (Duhhhh!..... isn't it obvious? but what exactly should we buy?)

I recently had done an uncle style pre-GST shopping and I would like to share some potential items that could be sitting in your shopping cart before GST kicks in:

1) Electronic gadgets

Are your gadgets getting slower or running out of fashion? Why not take this opportunity to buy yourself a new one?

Laptop, Camera

Tablet

Smartphone

2) Furnitures

To all the property owners out there, are you owning any bare property units? Ever thought of furnishing them to enhance rental yield? Let's take action now before it's too late. 

Sofa Set

Dining Table Set

3) Supplements

Supplements can be expensive. If you need cod liver oil, Vitamin C, or any other supplement that your doctor prescribed. Get them now.

Supplements

4) Cosmetics

Understand that we can't buy a lifetime supply of cosmetic due to expiry dates but it's definitely a wise choice to stock up a few bottles of expensive skincare products in your drawers

Skincare Products

5) Car Services

Cars are essentials in Malaysia and so does car services. If your maintenance is due soon, it is advisable for you to bring your car service appointment forward before 1^st April 2015. In addition, you may consider changing your tyres which are soon-to- be worn out.

Tyre Replacement

Car Maintenance

6) Sanitary Pads

A must-have for the time of the month. Foreseeable consumption hence why wait to pay more?

The list can go on further but I believe everyone would have an unique shopping list tailored to his/her consumption pattern. If you are having difficulty to come out with a comprehensive shopping list, you may consider spending some time walking around at a hypermarket. By scanning through the shelf items, you are likely to be reminded of your needs in the coming months. 

Happy GST-shopping everyone!

Follow the Big Boy! - 27 March 2015

Strategy to follow the big boy, i.e. Employees Providend Fund ("EPF") is one of crude strategies to piggyback on EPF. EPF has the capability to transact millions (or even billions) of Ringgit per day and such enormous transaction volume would alleviate or dampen share price of any individual stock concerned. My "Follow the Big Boy!" series would aim to assist investors in identifying any short window of opportunity to gain along with EPF.

Please refer to the link here for a short introduction to the "Follow the Big Boy!" series.

EPF's Recent Significant Transactions

Type of transaction	Target	No of securities Transacted
Acquired	AEON CO. (M)	508,200
	AFG	460,000
	AMMB HOLDINGS	603,300
	DIALOG GROUP	699,600
	DIGI.COM	2,477,900
	FRASER & NEAVE	8,000
	GAMUDA	216,100
	HARTALEGA HOLDINGS	204,700
	HONG LEONG BANK	161,400
	IOI PROPERTIES GROUP	62,600
	MAH SING GROUP	809,400
	MALAYAN BANKING	2,952,000
	MAXIS	104,300
	ORIENTAL HOLDINGS	287,200
	PETRONAS GAS	459,000
	POS MALAYSIA	3,800
	PUBLIC BANK	60,500
	SAPURAKENCANA PETROLEUM	1,125,200
	SUNWAY REIT	1,139,400
Disposed	AXIATA GROUP	4,060,600
	CAPITAMALLS MALAYSIA TRUST	1,036,100
	CIMB GROUP	7,000,000
	IHH HEALTHCARE	1,574,000
	IOI CORPORATION	1,065,300
	MISC	1,600
	SHELL REFINING	61,500
	TELEKOM MALAYSIA	1,270,000
	TIME DOTCOM	83,100