Portfolio update

The following are the summary of all stock I invest now.

1)MKH- Mini IOI bhd. Directors are aggressive in acquire land for development, low cost of land purchase, huge land reserve. Besides, the accelerate growth for plantation in Kalimantan(15k ha), young oil palm with average tree year 5, high average FFB about 23 and high possible to acquire the plantation land to 100k ha. Beautiful balance sheet with continuous earn profit for ten year past. Acceptable DY( the time I buy in) and Profit margin> 10%. Currently, MKH share price stood at 4.80 and challenging the Target point set by Hwang DBS 5.20. This is the only outperform stock in my portfolio now and the price is above fair value. Therefore, Day Dreamer not recommend others to enter MKH at this timing.

2)Guh- Steady company, cash rich, buy back shares regularly, generous dividend paid 5%++ is the biggest play in Guh. Diversified business provide little risk. This is best pick for steady and long term investor.

3)MBSB- A finance company with very good record in all kind of financial ratio. Pe is about 9 which extremely low compare to other like Maybank, ambank, RHB bank and etc Recently, MBSB is expanding their capital by right issue and dividend reinvest plan. This showing the determination of MBSB    to get bank license and become another blue chip!  Not to mention, EPF is the biggest holder(65%) in MBSB. Most of our parents retired fund are coming from this company dividend.  In short, MBSB is still undervalued at current price but patient is needed.

4)NTPM- The first stock I invest. NTPM inspired me with its good perform although the PE ratio is high at the time I purchase(14++).The one who change my perception which merely focus on financial ratio such PE, NTA, DY. I start to think about company future growth rate instead of those past figure.

5) Facbind- A company which is just recovered from loss. Personally speculate that 10 sen tax excluded dividend will be paid at the financial year end of this October. Base on the current price, at least 10 % gain will be earn with limited down turn risk at the same time. However, strict follow up and top up/cut loss are required once the next two quarter report are out.

Last but not least, I have add another long term investment in my portfolio last week. It is PRLEXUS 8966.
the EPS is increase continuously and believed that will benefit from the coming FIFA World Cup. This is because prlexus help the nike to produce the product. Day dreamer already dump all the rest of capital into this company.

***Try to do homework on you own, you are responsible on your decision made.