Book Review - 股票勝經 (龔成)

Summary
Overall this book teach much more about stock investing and how to choose and buy quality stock.
for what you as a consumer saw and test used before.
also it gives a few example to choose quality/good stock.
Quote : " Investing is to earn Asset Not Cash" reasons being cash in long run will depreciate but asset in long run will only appreciated.


Stock that is bad will have syndrome like below,

The way to count for discounted cash flow as below,

Overall is what i much interested is the portfolio management which comprise of below,
lesson learn would be investing to earn Asset not to earn $ only. Asset in long run will be much valuable compare to cash it self.

To make your stock portfolio balance should choose stock carefully with covering of industry so that when one of the industry not performing others industry still fine. similar to don't put all eggs inside one bucket.

Failure list in 2018

To record down items failed after try out as a reminder for future.

Summary
1) Open Put Option with not aware of the Ex dividend date.

1) on date 14 Jun 2018, i open Put option EX 15 Jun 2018 @ Price 277; but on the day 15 jun 2018, i did not aware it was Ex dividend date. so the gap down since market opening is normal. when open Put position should avoid the Ex dividend date to avoid being exercise and earn premium.

進撃の百萬組合 - (7)

Summary

Target : 1,000,000
--------------------------------------------------------------------------------------------------------------------------
MYR
Total = RM 163,244
Cash = RM 49,097.92

USD
Cash = $ 20,138.06


HKD

Total = HKD 56,180
Cash = HKD 177,207.66

Book Review - 論戰

總結
1)面包貴過面粉
當面粉比面包貴，即後期面包會更貴。
(發展商以高價買地皮；肯定看好後市。房價只會更貴)
如油價現USD 140階段 ；但期貨則USD120後期肯定下跌。
Commodities price will determine cost for product.

2)投資房產要以社區(neighbourhood)為首要考量；地點(location)其次。
富人社區最為有投資價值

3) 要以元帥角度看戰爭，不要贏一場戰鬥輸掉整場戰爭
投資股市如戰爭, 思維要像元帥.
由小兵升級到先鋒到將軍到元帥

4) 牛眼投資法
以過濾法選強勢股
如看好一個行業
可買十個看好行業的股票
一個月後淘汰五只跑輸大市的股票
兩個月後再淘汰兩只跑輸大市的股票
剩下的所有資金買進三只股票
然後直到趨勢改變才賣出

AGM - PPB - 15 May 2018

Attended but just collect and go.

gift is as usual as below,

all PPB own product from dairy bread massimo , tuna can , Vsoy, neptune oil,  jordan , GSC.
thru these product easier to know about what the company do or sell.
as Lynch way, learn what product best selling in the super market you will know what is your next investment idea. or product that worth to be investing.

AGM - IGBREIT - 23 Apr 2018

Attended IGBREIT AGM.

Voucher - RM 38 Food & Tea voucher.

IGBREIT performance as below,
1) Mix tenant for rental.
2) Gross psf rental increase yearly. MV about RM 14.63 ;The garden about RM 12.58 average.
3) MV rental increment seem much better comparable to The garden.
4) loan converted into MTN bond with 7 years tenure coupon rate between 4.4% ; but after 5th year will become 5.4% if not redeem within 5 years. this could lead info that IGB plan to finish the debt within 5 years and issue new bond ? (no need worry about interest rate increase in future)
5) Revenue up 3.6% cost up 3.4% overall still acceptable.
6) Dividend payment from semi annual become quarterly payment.( Good initiative)

Overall company have reach 100% occupancy, and future will increase additional 1k plus car park to accommodate the mall. the construction towards the SP setia bridge is on going expect it will bring more foot step to MV & Garden.

進撃の百萬組合 - (6)

Summary

Target : 1,000,000
Current :
Balance :
Cost :
Cash :

--------------------------------------------------------------------------------------------------------------------------
MYR
Total = RM 160,947
Cash =


USD
Cash = $ 18,865.48


HKD
Tencent 100 - 409.60 = 40,960
Yihai 1000 - 12.12     = 12,120

Total = HKD 53,080
Cash = HKD 102,106.57