Incredible Streak : #3 Sungei Bagan delivers a quartet of rounds after scoring 17x in 2024 ! {7th Mar '25}

  For a stock that mainly disappointed since it re-entered  the margin account in late 2021, Sungei Bagan delivered from Day 1 last year & it is partially disposed for over 20 times & today serves up helping #21 as scorer N°3 [N°1 in 2024] to attain 1,143 successive days in the precious, incredible, enduring marathon of financial freedom! Leaving a small remainder 321 share stake in the non-margin account.

 

 In Japan, latest purchase NTT 日本電信電話 falls a slight 0.27% despite the main Japanese index's 817.76 point, or 2.17% plunge, perhaps because it is relatively unaffected by the Trump-riff rampage that's driving the current worldwide equity selloffs.

My journey with NTT 日本電信電話 finally begins 10th March!

  That is the day payment will be due for the shares bought today from ¥146.3 up to ¥146.8. Its 1987 IPO zenith was ¥311 [unadjusted =  ¥3,180,000] when it was a dreamy stock whose market cap exceeded that of Germany & Hong Kong combined & IPO-ed at ¥1,200,000 with a P/B of 5.4 & a PE of 126! 

       

   At the current price, PE is 11 & P/B is around 1.2 with dividend yield of 3.5% compared with just 0.4% back in 1987! Revenue has more than doubled,+150%, since that bubbly debut 38 years ago, to a record  ¥13.374569 trillion while capital adequacy is about 3 points lower at 33.2. Total assets have swelled to over  ¥30 trillion from ¥10.67 trillion at the zenith of the bubble in Jan '90 when the price had already deflated 54% from the Apr '87 apex, slightly above the current price as it turns out!  With both commissions factored in, I have to sell at over ¥155.4 to earn a capital gain, with around ¥1750 in dividends scheduled to be paid in July, covering over 1/3 of one commission.

       Comparing the dividend, EPS & book from 2013, it is trading slightly above median within a fair value band of between ¥104 up to ¥162 while market cap to revenue is almost at par. However, factoring in the increased affordability to foreign funds of such a desirable mega-cap stock due to the yen's decline from 128 at the beginning of 2023 when the current influx of Western capital following the Buffett pied piper stepped up, to the current 147, the fair value could bump up to ¥168-170.

It seems a reasonable proposition for a probable capital gain given its above average dividend yield & that it's trading slightly below the Aug & Dec 2022 low, a year before the government made noises about selling its entire remaining 32.25% stake, which will likely be executed at more bubbly prices like those in late 1987 when it was in the ¥2,500,000 range & in 2000 when it  peaked at ¥1,940,000.The company's share buybacks have lifted its holding in itself from 4.76% to 7.36% within the last 2 years while the Bank of Japan's holding is about 10%.  

Incredible Streak : A humdrum day with free Supermax warrants DUMPed & KLCC becoming #34 ! {6th Mar '25}

  The former is hived off from the 23c open, down to 21.5c & up to as high as the intraday peak of 24.5c, to garner #33 / '25 while KLCC Property/REIT is pared down to the last fifty shares at near all-time peaks while I trickled money into tumbling equities of last year's #84 CIMB which exited after almost exactly 11 years to the day: first at $8.08 & then finally at $8.26, forgoing the last dividend. However, I'm back into the banking stock which has defied gravity to levitate above $8.00 for a few months to grab the coming 20c dividend, at >20c below my original cost of $7.8633 from 2013.

 

 The other equity I'm trickling some moolah into is Nestlé, which I intend to redeem myself in after stupidly disposing in the Aug '15 China panic [not too far from my re-entry today], only earning two dividends comprising $240 & a small capital gain of less than $300 ! 

Incredible Streak : Welcome to Sanyu Construction サンユー建設, the THIRTEENTH 🎌 winner / 🎌84🎌 since 2017!

  The torrid pace of winners from 🗾 continues with an exit from 18-month, 3 dividend earning & 13% gaining Sanyu Construction, one of the first couple of purchases after exiting 3-timer Daiwa Heavy thrillingly at the 6-year peak, no less, on Aug 31st 2023! Eight consecutive foreign stock-scoring days  also re-writes the old record of five a fortnight ago & 7 yesterday. The dividends from this micro-cap 🎌 equity cover more than half of one pricey trading commission as the 668th consecutive record is attained amid a combined score of 1,173 points, tying with 22nd Nov '24 as the 27th highest points score of all time! 

  Japan🎌 thus furnishes 84 scalps with the 8th Anniversary still 4 months distant!

 

Possible FIRST big rebound Support Zones for IJM & Mah Sing

 

IJM is showing daily RSI divergence but not so for Mah Sing.

Incredible Streak : Ellipsiz delivers SEVEN foreign earners for a DOUBLE Record ! {4th Mar '25}

  With the local market crashing badly amid slumping equities worldwide, Ellipsiz from the little red dot republic proves to be a bright spot, earning coffee monie$ after commissions to send the streak to its 677th consecutive highest ever level!

Fujisash 不 二サッシ, the FIRST Japanese equity purchased way back in July 2017, re-enters a 2nd time seeking a 3rd win!

  My maiden purchase in Tokyo on the US's Independence Day 8 years ago, was entered into at ¥108.63 and exited 11 months later for between ¥171 - ¥175, while the re-entry at ¥83 twenty-nine months subsequent to the first exit was a much more drawn out affair: a 70% disposal at ¥101.2857 after forty-one[!] months & 4 dividends which brought the passive income portion to over  ¥4,600 & the capital gain portion to  ¥67,383.85.

  Today, less than 1 month from the ¥2 per share ex-dividend day, I re-entered again, questing for a hat3rick on what I consider a lucky charm stock, in light of the improving performance:

 These figures are a far cry from the co's stats from the lows of ¥420 in 2011 & ¥130-400 in 2001-2002 when the NTA was ¥120 rising to ¥310 in 2003 after nearly a decade of continuous losses, before tumbling to -ve net assets by 2007 despite a huge turnaround in profits to ¥45.8 EPS in 2005 & over ¥206 in 2007. In these tumultuous roller-coaster corporate vicissitudes, it resembles construction group Tobishima, the 8th🎌 scalp in '25, though on a less dramatic scale as the latter went through a 100 to 1 capital reduction in the early noughties:

  

 

Incredible Streak : An Unprecedented SIX Foreign Winning Days in a Row & a Rare Duo ! {3rd Mar '25}

  The masterpiece of synchronistic magic continues to forge ahead into month N°5 with new #30 Central Japan Railway 東海旅客鉄道 contributing a 1-month-gestating gain of 6%! Of course, the sting of missing out on a further  ¥3,100 return by the close smarts a little, but one can't demand near-perfection in my field of endeavour! Thus twelve 🎌 winners manifest thus far in 2025, bringing the total from the Japanese isles to 83 since July 2017!

 

 In the afternoon, a rare day trade produces a 3% gain in Japanese multinational local subsidiary Panasonic [M] with a speculative entry at $16,00 & an exit a few hours later at $16.48! One's tolerance for holding equities, no matter how excellent, is wearing thin in this widespread bearish environment! The combined score thus attains the 1,170 points level, the first time since Nov 19th 2024 & joint 30th best !

Incredible Streak : 🏮🐉Alibaba repeats a RECORD to close February at 1,138 ! {28th Feb '25}

    The tension from 4 years involving the threat of delisting from the NYSE is completely dissolved as #17 Alibaba is again pared by 63% for an average of  $132.277 early in the US trading session, the highest priced disposal of 4 rounds in the last 5 months, reprising & equaling the record 5 consecutive foreign stock winning market days bagged on Valentine's Day exactly a fortnight ago:

Thus, a 27.7% gross ROI is obtained, leaving the last handful of shares to duke it out with Fate in the coming weeks or months!

A most gratifying 55 full months is reached in the ongoing gargantuan, miraculous feat of endurance, bringing the total of the two longest streaks [2020 till now & 2017-2018] to 1,600 market days!!!

Incredible Streak : S'pore's Ellipsiz contributes for the FIRST time since MAY 2016! {27th Feb '25}

  

       Pared 60% of my Oct 7th '24-acquired stake for between 22-22.5c for a 26% gross capital gain on TOP of two dividends, 1c in Oct '24 & 5c today, tacking on another 34%! Last purchased in Oct '15 for the equivalent of 32.23c & sold 7 months later for a 7% ROI [@ 34.5c or more than double the 2024 entry] after 1 dividend! 

   4 foreign winning days in a row comprising FIVE stocks from 3 jurisdictions this week...set to emulate the 5 foreign days consecutively feat of 2 weeks ago as I get set to bid farewell to Alibaba on Friday!!!