Thursday, April 2, 2015

Follow the Big Boy! - 03 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                                   108,200
AFG                                 56,900
BIMB HOLDINGS                           617,600
FRASER & NEAVE                                 45,900
GAMUDA                         2,000,000
HARTALEGA HOLDINGS                           82,400
HONG LEONG BANK                       33,700
IGB REIT                 2,604,000
IHH HEALTHCARE                       107,300
IJM CORPORATION                        41,700
INARI AMERTRON                      1,909,800
MALAYSIA AIRPORTS                    34,941,882
MAXIS                      1,600,000
MBM RESOURCES                        178,700
PETRONAS GAS                        127,100
PUBLIC BANK                     469,700
UMW HOLDINGS                             404,600
YINSON HOLDINGS                        491,900
Disposed AEON CO. (M)                          365,400
AMMB HOLDINGS                        1,112,700
AXIATA GROUP                     6,009,600
BERJAYA AUTO                          336,100
CAHYA MATA SARAWAK                       1,475,000
DIALOG GROUP                          2,043,600
DIGI.COM                         699,700
FELDA GLOBAL VENTURES                           466,500
GENTING PLANTATIONS                                304,900
IJM PLANTATIONS                          500,800
IOI CORPORATION                     2,235,800
IOI PROPERTIES GROUP                   2,384,000
KPJ HEALTHCARE                  1,311,000
LAFARGE MALAYSIA                            4,000
MALAYAN BANKING                          409,900
POS MALAYSIA                          499,100
SAPURAKENCANA PETROLEUM                              504,800
SHELL REFINING                                 45,100
SIME DARBY                         1,178,100
SUNWAY REIT                    1,653,300
TELEKOM MALAYSIA                     2,233,500
TIME DOTCOM                              41,100

Source: CIMB Research

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