broker monitor (loto)

it seems that the following brokers are among those used by loto management in its share buy-back program:

192 - strategic equities
219 - papa securities
269 - wealth securities

just for the archives

in the news: pckh, alhi (20 may 2012)

Pancake House triples income on strong sales

remarks: pckh is become interesting ... check most recent FS and chart ... monitor ... possible initial position in the coming months?


Anchor Land earnings rise 23% to P262M

remarks:

1Q 2012 eps = 74 centavos
projected 2012 eps = 74 centavos x 4 = 2.96 pesos
alhi@40; p/e =  13.51x; alhi@45; p/e = 15.2; alhi@50; p/e = 16.89; alhi@60; p/e = 20.3
unrestricted retained earnings = 1.75 Billion pesos or 4.37 times capitalization!

im getting more excited with alhi's numbers as each quarter goes by!

pse disclosures (jfc, 16 may 2012)

Jollibee Foods Corporation (JFC)

Press Release: "Jollibee to Enter Singapore"

16-May-2012

Disclosure No:3805-2012

  Press Release: "Jollibee to Enter Singapore" (PDF)

remarks: 

pse disclosures (agi, cpg, 15 may 2012)

caveat: these are my trading notes for my reference only; by no means are these to be taken by the reader as recommendations to buy or sell

Century Properties Group Inc. (CPG)

Press Release: "Century Properties triples Q1 income to P453.5M"

15-May-2012

Disclosure No:3744-2012

  Press Release: "Century Properties triples Q1 income to P453.5M" (PDF)

remarks: p/e is becoming relatively cheaper ...

Alliance Global Group, Inc. (AGI)

Press Release: "Emperador net profit up 124 percent to P1.03 B in Q1 2012"

15-May-2012

Disclosure No:3767-2012

  Press Release: "Emperador net profit up 124 percent to P1.03 B in Q1 2012" (PDF)

remarks: im looking forward to an emperador listing ... not a remote possibility

 

in the news: cpg, phn, sgi, tel (15 may 2012)

caveat: these are my trading notes for my reference only; by no means are these to be taken by the reader as recommendations to buy or sell


Century Properties Q1 profit surges 310%

remarks: cpg becoming more interesting ... include in watchlist: read FS ... check chart


 P3B Marco Polo hotel opening in Ortigas in 2013

remarks: group is unlisted ... just for info ...


Sky Cable buys Solid’s Destiny Cable

remarks: impressive 2011 results plus cash from destiny cable sale = higher divs? monitor closely for price action 

Expansion slated

PHINMA CORP. expects to end 2012 on a better note on the back of expansions in its core businesses in property, education, energy, and hotels, company officials said yesterday. This would mean topping the consolidated net income last year of P57.5 million which is, 91.02% lower than the year previous. The company’s Phinma Property Holdings Corp., for instance, will be spending around P5.7 billion for the next three years, in a bid to launch 6,562 units moving forward. “For this year, we expect to complete 2,250 units versus 1,100 units last year, as last year was not really good for us. We have started buying new equipment so we can increase our capacity to build more projects,” Willie J. Uy, Phinma Property president and chief executive officer, said in an interview following Phinma’s annual stockholders meeting in Makati City yesterday. Meanwhile, Phinma Education Network, Phinma’s education unit, is expanding and is currently in “active talks” with five institutions for possible acquisitions, said Meliton B. Salazar, Jr., Phinma Education president.

http://www.bworldonline.com/content.php?section=Corporate&title=Other-Stories&id=51689

remarks: for info

P6-B investment in MediaQuest key to new strategy–PLDT's Nazareno

remarks: buy initial tel position ... check chart first

trading rules

1. my trading rules

2. more trading rules

more trading rules

1. shoyu_ramen's rules on choosing stocks to trade

2. finally meeting my idol

3. John Murphy's Ten Laws of Technical Trading 

4. Donchian Trading Guidelines
5. Kid Dynamite's The Rules
6. React, Not Predict - a Batock sic Tenet of the Turtle Way to Trade
7. "Secrets of the 52 Week High Friday Rule"  
8. W.D. Gann's 24 Timeless Stock Trading Rules

back to: trading rules

my stock picks for the coming weeks (12 may 2012)

rockwell land has been successfully listed yesterday (i already sold all my tradeable rock divs from my tradeable mer .. which i likewise sold already (on ex-div day) .. will just keep some rock divs in certificate form from the my certificated mer shares). in this regard, im taking fph from my stock picks list (see: my stock picks for the coming weeks (03 may 2012) since my reason for holding it has already come to pass. i sold all my tradeable fph with commission loss .. it was not a successful speculative operation on my part.

im also dropping smph from the list ... the ex-stock, ex-cash date is nearing and i dont see much price appreciation anymore in the coming days for a trade to be profitable in my view ... liit na lang siguro profit if ever. not another trade im proud of.

that leaves only loto and alhi on the list for the moment. both issues exhibiting strange movements the past weeks ... both are illiquid .. the exceptions to all the tatang stocks listed in the pse (well  ... reg and feu are also illiquid but they are not on my list presently).

btw ... my "stock picks for the coming weeks" are basically for position trading (medium term: weeks to months gestation) ... the ninja stock monitor on the other hand contains my picks for possible technical (short term: days to weeks gestation) trading. if by any chance a stock is on both lists, then it means i have a core position and i have a trading position on the stock.

p.s. an excellent short read on technical trading: John Murphy's Ten Laws of Technical Trading altho i dont use murphy's nos. 4,5 and 10.

in the news: cloud, sm (11 may 2012)

Three E-com Center breaks ground

   

IP-Converge paves the way for new investor, undergoes restructuring

finally meeting my idol

still on the topic of trading rules, shoyu_ramen of finance manila shares a link to a series of posts in the finance manila forum (19-22 april 2011) about another trader's rules ... starting with this post:

http://www.financemanila.net/forum/viewtopic.php?f=1&t=652&p=383251#p383251

i gather that the unnamed trader*** used to be a proprietary trader for a popular online brokerage house and now works as an analyst/broker/trader for another brokerage house.


*** the unnamed trader is miss nikki yu, the faceless trader - immovable as a mountain, 2 sept 2014


back to: more trading rules

shoyu_ramen's rules on choosing stocks to trade

from shoyu_ramen of finance manila:

http://www.financemanila.net/forum/viewtopic.php?f=8&t=368&p=382097&hilit=volume#p382097


back to: more trading rules

in the news: agi, gtcap, ict, tdy (04 may 2012)

Andrew Tan's property firms post 52% jump in Q1 sales
 
GT Capital takes full control of Federal Land

ICTSI unit buys out Indonesian company

Tanduay Expects 7% Volume Growth

my stock picks for the coming weeks (03 may 2012)

with the recent disclosure of a 12 pesos cash dividend by scc (ex-date: 24 may 2012), and its recent price run-up, i'm now taking scc off my list of "stock picks for the coming weeks" (see: http://1kagemusha.blogspot.com/2012/04/my-stock-picks-for-coming-weeks-26-apr.html )


this does not mean i'm selling the stock or that i already sold it.  nor am i saying that scc wont appreciate in price anymore. im just saying that my reason for buying it has already materialized.


here is my updated "stock picks for the coming weeks" :


1. smph - 25% stock div, 29 centavos cash div; ex-stock/ex-cash: 21 may 2012
2. loto - 50% stock div, ex-stock: after 23 may 2012 asm 
3. fph - rockwell land listing
4. alhi - 100% stock divs ... no exdate until now

note:  these are my trading notes for my reference only ... by no means are these to be taken by the reader as recommendations to buy or sell.