EQUITYOPPORTUNITY

Thursday, January 30, 2025

Live Streak : Poh Kong opens the salvo for the 1st trading day of the Lunar calendar {31st Jan '25}

     What was originally a tiny position of 800 shares costing in the low 80c range was unfortunately raised to 1,300 at $1.1539 in expectation of a bullish up-move after an apparent pennant consolidation, bolstered by gold's ascent. Instead, Poh Kong's stock tumbled back to the 93c mark as the futures price of its main commodity fell from a peak of just over US$2,800 to US$2,541.50 on Nov 14th.

                                  


     Today, it synchronistically becomes scorer #13 in the Gregorian year of 2025 with a paring down from 2,503 shares at $1.01 [ and further sales at the $1.02 closing] that barely covers commissions but upholds the record marathon to 1,119 continuous sessions! This is despite being a mild disappointment at the lethargy of the stock despite the yellow metal  futures soaring in price overnight to a fresh peak of  US$2,859.50.  

54 FULL months is what the streak boils down to this Friday!



Wednesday, January 29, 2025

Live Streak : Jasa Kita goes two in a row {28th Jan '25}

                                      


On a rather disappointing Lunar New Year's Eve where a surging move in recently purchased Kawase Computer in Japan fizzled out shortly after nearly re-visiting its 52-week peak, #6 Jasa Kita repeats its virtuous deed by being pared down slightly in a tepid but important continuation of the winning run!





Monday, January 27, 2025

Live Streak : Jasa Kita fills the Gap with a mechanical partial sale {27th Jan '25}

   The sixth scorer of 2025 fills in the vacuum of potential winners with a sale down to 3,800 shares at 22c after a surprisingly fecund dividend income last year, sending the combined score to 1,129 points, among the seventy highest scores ever attained in my stock scalping odyssey barreling towards its 31st year!

                       



Friday, January 24, 2025

Live Streak : EverSendai Scores TEN out of the last 13 Years!!! {24th Jan '25}

   Steel structural specialist Eversendai fills in the 1,116th gap of the long continuous run dating back to July 2020 by exiting in the odd lot market. The joint record holder for the most number of consecutive years with biscuit maker Hwa Tai at eight [2013-2020] thus also scores in the '24-'25 consecutive pair of years.





Thursday, January 23, 2025

Live Streak : Two Japanese Scorers in a Row 🉑!!! {23rd Jan '25}

  Today, Tokai Senko 東海染工, a late June '24  speculative purchase that unfortunately plunged together with the rest of the Japanese equity market after the August 5th crash, bottoming at almost -20% at its October 30th low from my entry, became the 3rd🎌 scorer this year & in the same number of days!            

  The day before, I was scanning several potential targets there before almost randomly stumbling onto the stock while looking for parts of my portfolio to take profit on, shocked that it was trading above ¥900! After calculating whether there would still be a net profit from selling only a hundred of my original purchase 7 months ago, I decided to take that profit, a little over M$100, just 10 minutes before the Tokyo close, on the 74th 🎌 winner since July 2017, to realize another record in the undying, cherished run of trading income:



    This was a stock that I almost bought above ¥1,500 back in early 2018 based on a potential ramp bolstered by deep undervaluation. Fortunately, the buy queue wasn't executed!


  




Wednesday, January 22, 2025

Live Miraculous Streak : 素晴らしい,おいしい [Subarashii, Oishii] , SUBARU 🉑!!! {22nd Jan '25}

   A case of 4th time lucky, as renowned car maker Subaru is finally SOLD after just over 2 months in my possession, only six ticks from its intra-day peak, garnering the 73rd 🎌winner listed in Tokyo, a stockmarket I've long lusted after! It's also the 2nd in the country after Yumemitsuketai on Friday, which was even more synchronistically sold AT THE TOP[limit-up]! ✌✌✌

                                              

  Furthermore, the above car stock closed at ¥2,676.5, the difference with the final exit price paying for just under half the pricey commission & the corresponding savings versus the day's VWAP price is a more modest 1/4 of the same figure. Also, I watched with delight as yesterday's repurchased Teo Guan Lee, last year's 103rd scorer[29 Nov] attracted buyers from $1.00-$1.03, closing at the latter price versus my 96.5c entry & in contrast to the loftier $1.13 exit number, the only thousand shares done at that price yesterday!  

  Also, less than an hour before the Tokyo close, I looked up a stock quotation I haven't been seeing for months since it plunged with the general market during the Aug 5th 'Black Monday'  crash & slid more than -16% the last time I checked, during which time I was also tempted to average down but came short of committing out of an overabundance of caution. On hindsight, it surged from market Day 1 of 2025, apparently due to an enhanced shareholder benefit announcement on the 11th:  



Tuesday, January 21, 2025

Live Miraculous Streak : #3 Sungei Bagan is pared again for a higher price {21st Jan '25}

  With Subaru in Japan again avoiding sale at a good price despite an early pop that replicated that of a few days ago, it was up to last year's 17-time scorer Sungei Bagan to fill in the gap with another disposal of 100 shares for a 79% return in forty months to set another record for the financial freedom marathon!




Monday, January 20, 2025

Live Miraculous Streak : Trump returns & the DREAM run reaches a MAGICAL number ! {20th Jan '25}

 Today the 45th & 47th President of the most powerful country in the world was sworn in, after my dearest Petronas Dagangan became one of only 5 stocks to win in SIX consecutive years or more, the others being Sino Hua-An[ 2017-2022], AHB [2016-2022] & top dogs Hwa Tai [2010-2017] which incidentally also scored big in 1999, 2001, 2004 & 2007 and Eversendai [2013-2020]!



   An instinctive entry at the lowest price on matching the solitary lot for sale at the open on the 16th gets partially divested in the odd lot market from $19.60[66 units] down to $19.58[1 unit] & $19.20[1 unit], bringing the tally from this stock since 2014 to $2,881.30 with dividends comprising exactly $1,000, as it enters an exclusive club of companies which have paid me over a thousand in dividends, which comprise Maybulk , YTL Corp , S'pore's Si2i , Japan's Nomura Holdings and Tobishima Supermax , Alcom , Sungei Bagan , Kuchai , BAT,  Tenaga Nasional , Pan-M'sian CorpBerjaya Sports Toto , Zhulian , Teo Guan Lee , M'sia Marine Heavy Engineering ManulifeLand & General Genting , WTK and Oriental Holdings!  Some companies fall just short of the four-figure mark in dividends like Naim Holdings , MPI , CEPCO , Petronas Gas , KLCC , Petron M'sia , MAA and Uchi Technologies

   In Japan, Yumemitsuketai 夢みつけ隊 falls back below the round number it came up from under, sold down relentlessly all day long as I predicted likely, based on the frequently observed flushing out of short-term overenthusiastic Japanese speculators chasing short-term windfalls:


One day after attaining a most gratifying, wondrous & invigorating 1111 consecutive days of stock trading income, I reach one beyond that on the 20th day of the fresh, magical New Year! Ergo, since half-a-year before the end of the first Trump administration, the marathon has survived all attempts at its life[& there were many!] & endeavours to flourish in his second despite whatever challenges may arise!





Friday, January 17, 2025

Live Miraculous Streak : A modest DREAM come TRUE in 日本🎌 ! {17th Jan '25}

    Today saw a most improbable dream realized as an apparently stillborn Dec 28th 2023 gamble on speculative Yumemitsuketai 夢みつけ隊, loosely translated as 'dreamfinder' in that language, was unwound at the highest limit-UP price allowed for the day, a massive 31.6% hike on its  ¥95 prior day close. An hour after it hit that peak not long after the open, I knew that it was an iffy proposition to try to grab that price since many blocks would likely be queued to sell there, with a partial execution risk that threatened to turn the transaction to a losing one since the commissions were barely covered even with a complete exit.

    I deliberately went to the same hospital cafeteria where I received the thrilling WhatsApp confirmation of the lucky sale of 71st 🎌 gainer Kodama Chemical  児玉化学 back on the eve of Christmas Eve last year, also at its limit-up price, praying that the order would be executed without undue complication. As synchronicity would have it, shortly after the Tokyo afternoon re-open, I got the single word confirmation 'Match' from my dealer. I replied 'Sold all ?' and received an answer in the affirmative!  And so, a stock that I had first noticed as early as 2H '17 & has only been in public markets for less than a quarter century finally debuted as the 72nd 🎌 gainer after dipping to as low as -26.8% on my 1,000 shares. It's also only the 6th Japanese sale at limit-up in my 89-month career there, after Nishishiba , Katsuragawa , OKI Electric , Daiwa Heavy & of course, Kodama!


    Thus, my beloved income marathon reaches its 231st weekend & garners its 8th scorer in '25 plus 1,111 continuous days with yesterday's $11.11 in net earnings perhaps a harbinger?


Thursday, January 16, 2025

Live Miraculous Streak : Celcom DIGI rings up two consecutive days of gains to chalk up 1,109 in a row ! {16th Jan '25}

   An exciting instinctive purchase of  soon-to-be 6 consecutive year winner Petronas Dagangan , which memorably clinched the millenium mark & the 1,001 day milestone in 2 consecutive sessions as #80 in '24, based on a rebound expectation after a 70c tumble yesterday & a 700-point rebound in the oldest US market index last night turned out to be at the lowest price of the day and the only transaction at that price: $18.88! However, after soaring to a high of $19.54 early on, fueled by encouraging volume, petered out by the close, yet still showed a +2% hike on the day. 

  With the day trade potentiality eliminated, CelcomDIGI, the previous day's baton-holder, carried the streak through to a hundred & ten days beyond that epic millenium mark achieved Aug 13th 2024!





 

Wednesday, January 15, 2025

Live Miraculous Streak : Celcom DIGI earns in '13, '15-'16, '19, '21-'22 & '24-'25 ! {15th Jan '25}

   Was scratching my head as to which stock to unload as Subaru drifted further & further from my queued sell price while Tsutsumi Jewelry was in the red & strengthened my reluctance to sell into weakness, when it dawned on me that I still had 321 shares of CelcomDIGI left after averaging down the cost to below $3.50 late last year & taking partial profit on its most recent ex-dividend date.

  A great decision in hindsight, as a fancifully queued 8 shares at $4.74 were unexpectedly SOLD on top of a hundred at $3.71, one of the rare prices up in a down market verging on panic with 964 losers at the close versus only 193 advancers, of which the new 7th winner was one! Averaged out, the sale price was over 5 sen higher than the highest price in the board lot market, swallowing over half the trading commission & so I bagged  1,109 consecutive days of trading income! 



 Also, the former DIGI.com pre-merger has earned in eight of the last 13 years even as it approaches its dubious tenth anniversary of downtrending action after peaking at $6.65 in the first week of February 2015, more than halving at its bottom in 2022! My mobile service provider thus indirectly subsidizes nearly $980 of my expenditures for the bandwith since getting a smartphone as a gift for the first time ever in September '22, via my accurate scalping from its stock's zigs & zags !



Tuesday, January 14, 2025

Live Miraculous Streak : Jasa Kita delivers the 7th 'Good Deed' in half a Year ! {14th Jan '25}

   Last year's super dividend payer, which doled out the equivalent of a 32% dividend yield in 3 unprecedented payments of  1c, 2c & 1.5c for those fortunate enough to buy its shares in 1H '24 for 14c debuts at #6 this year[#77 in '24]: Jasa Kita is pared down to 4,300 shares at 23c, its highest price in over a decade & securing a coveted 1,108 days successively in the increasingly miraculous run of stock trading income! In Japan, my  original pick to propogate the run, Subaru, missed 2-time adjusted sell queues by a fraction of a minute & then by 0.5 yen! Perhaps the Universe knows I can get a better price in the coming days!



Sunday, January 12, 2025

Live Miraculous Streak : KLCC Property REIT scores 3 years out of the last 8 ! {13th Jan '25}

  4-times-a-year dividend payer & owner of both the iconic Petronas Twin Towers & the white marble Dayabumi building in the heart of Kuala Lumpur, KLCC Property REIT is today pared down to my last 83 shares from a peak of over five hundred acquired in 2020, earning a nominal net gain to further the continuity of the impossible-made-possible marathon of stock trading income while becoming the 5th & newest scorer in 2025, subsequent to 4 rounds in 2024 as #23:


   
This despite most of the rest of the local market falling into the red with the loss-win margin at 928-183 as at 4pm with sellers likely anticipating the Dow's nearly 700 point swoon on Friday as a harbinger of more bearishness to come, sending the Composite stock index firmly below  the round 1,600-number mark that it so securely stayed above for most of the last 9 months, excepting a deep drop into the 1,530 range early last August. Makes me glad to have unloaded most of my stakes in my  brokerage & exchange-related winners Kenanga, OSK and Bursa last year!

Friday, January 10, 2025

Live Miraculous Streak : 36-time Scorer YTL Corp takes the reins of the marathon as scalp #4 ! {10th Jan '25}

   After nearly two months' absence, YTL Corp returns in 2025 to complete a hat3rick of consecutive years of gain, this time as #4[#7 in 2024 & #67 in 2023], incredibly delivering 18X in both of the past 2 years!


 This time, a modest 50 shares are unloaded in the odd lot market for a 56% appreciation over the adjusted cost of my sold & re-purchased shares in the conglomerate, reaching 1,106 days consecutively in the marathon!




    In Tokyo, Toyobo is added to the dividend-paying portfolio after being stalked for more than eighteen months, with a missed chance at just over ¥1,000 redeemed with a maiden purchase at ¥948, the third time's the charm subsequent to 2 unsuccessful attempts to buy at the same price on Wednesday & Thursday! This is the lowest price since 2011-2012 & before that, 1976-1978. In the early '80s, it traded at a 36% premium to its then book value of  ¥883 and dipped briefly below its improved NTA of  ¥1,310 in 2000  where it double-bottomed at ¥1,280 in 1998/2002 before soaring to ¥4,140 in 2006. Since then it has seen low beta with a high of  ¥2,249 in 2018 & a low of ¥885 during last August's sell-off & now trades at a 57% discount to book despite revenue being 67% higher than in 2000. However, EPS is about 30% below 2000 levels & 85% below its record year of 2007 & the sole dividend during the year is 20% lower than those years.

  Unbelievably, the stock price is lower now than during the whole of the 1950s when it fluctuated between ¥1,044 in 1954 & ¥2,572 in 1953 during the first major bull market after WWII. During the year it first came on the market in 1949, it actually rose as high as ¥7,077, a price exceeded only about four decades later in 1988!  ¥10,400 was its Bubble-Era peak & its lows were  ¥448 in 1962, ¥480 in 1969 & ¥800 in 2012 when the Nikkei index was about a fifth of its current level. Thus I acquired it just 7% above its 1-decade nadir last year. Will it see another high watermark 40 years after its last 5-figure quotation in '89, which was in turn 4 decades after its frenzied speculative peak?

Thursday, January 09, 2025

Live Miraculous Streak : Supermax loses a teeny 5 sen while Sungei Bagan debuts as #3 ! {9th Jan '25}

  Once again, I couldn't pluck up the gumption to unload all my Supermax shares deftly at $1.20 this morning, still holding out the hope that it could rebound & give me a better price later in the day. However, even if I did, the commission would likely overwhelm the tiny gain obtained!  As it stands, 2,300 shares unloaded at an average of $1.1957 will incur a small net loss of just 5c but brings my stake down by 76% from the peak 30,148 shares on Dec 17th '24. 

  Thus, last year's 17-time scorer Sungei Bagan had to be partly sold in my margin account at $5.50 for a +77% return in over 3 years to swamp the abovementioned technical loss to ensure passage to my 1,105th consecutive day of black ink trading stocks!

                     


As it stands currently, only $8,610.76 of my money remains invested in the glovemaker, with $4,610.21 crystallized income: capital gains + dividends, [including a $1,000 gift from my mum who rode the initial upwave on the Covid bull market with 5,000 shares held since 2010, but then sold too early as well] & a floating paper loss of $426.17 before commissions.

Most satisfyingly, there is now going to be $15,235 in CASH lying idle in my ordinary & margin accounts next week, up from nearly ZERO barely 2 months ago! This is despite changing over $6,500 into yen to pay for four recent Japanese share purchases, spending over $2,600 to raise my Berjaya Sports Toto stake to an all-time high 4.43x more than my holdings 6 years ago, buying over five hundred more Top Glove shares & a few other miscellaneous stocks like Bermaz Auto costing over $3 grand!    

Wednesday, January 08, 2025

Live Miraculous Streak : Glovemakers monopolise the first 5 trading days of '25 with Supermax as a 4-bagger ! {8th Jan '25}

   Instinctively, I sold more of the 2nd scalp of the year as it came perilously close to my breakeven of $1.19, but once again I was not bold enough to dump all 12,333 shares but kept hoping it might rebound to enable a higher average than the day before.

  It looked promising for an hour or two before predictably cracking $1.20 despite the large 1 million+ buy queues there and at $1.19 & after exiting just 1,578 shares in the morning, I hastily sold another 700 at $1.19 at the beginning of the 'noon session. If I had waited, my paper profit would have predictably vanished by 3pm but at least, I will now have almost $11,000 sitting in my brokerage balance to collect some morale-boosting interest, despite having whittled down some of the Supermax sales proceeds from 13 sales so far by spending thousands buying more reliable stocks in Japan to collect recent dividends, boosting my stake in Sports Toto to over 18,000 and buying Berjaya Auto for the 1st time ever. The broader market was also very bearish with the KL index down nearly 15 points or 0.9% and losers thumping gainers 827 to 285!



   Tokyo also predictably saw consolidation of recent gains, with Shiseido down nearly 2%, Tsutsumi easing 1%,Kyocera falling over 2%, YKT tumbling over 5% but carmakers Mazda up 0.8% & Subaru advancing by almost an identical margin. Meanwhile, both Kirin and Mabuchi fell almost 1% while Ono Pharma dropped nearly 2% & Komai Haltec eased a third of one percent.
    
     

     Happy also that fellow glove stock Hartalega followed suit & dumped 6% today after my last exit at one-tick-from-the-top $3.97 on the 2nd & is now just 3 ticks from my breakeven cost of nearly 3 years! Multiple dividends in the bag, now OUT you go!!!😊


Tuesday, January 07, 2025

Live Miraculous Streak : #2 Supermax hat3ricks in 2025; Kyocera 京セラvindicates a 2-month bet ! {7th Jan '25}

Shortly after paring my fifteen thousand shares by a couple of hundred at the $1.30 open, I began to feel uneasy about Supermax's price movement & sold another five hundred at a lower price less than 2 hours after the open.

After lunch, the uneasiness did not abate & I proceeded to log in via smartphone, my least preferred method of trading & sold one-two lots at a go, at $1.25, then $1.24, then eventually $1.23  while sipping tea in a hospital cafeteria anxiously watching the price action as the sellers dumped hundreds of thousands intermittently at half past three. I went home & arrived by 4:20 pm & sold a few hundred more shares, thus whittling down my stake to 12,333 shares by the close at an average of just below $1.245.

                               

 Its price action today has certainly been the most bearish it has been in many days & seems to have confirmed that it's unable to break the April 2022 resistance at $1.33 to move higher, despite a news report that the HPMV virus is increasing in frequency a day earlier & the announcement that its recent bonus issue has been approved by the exchange overnight.

  Fortunately, I have much consolation in Tokyo with renowned Kyocera 京セラ jumping 8% on heavy volume & chipmaker Rohm ローム continuing to advance 4.2% on yesterday's bullishness to move into a clear paper gain after commissions while Kawase カワセ finally stirs to life with a 2% increase & Komai Haltec 駒井ハルテック almost matches that to cover half of one commission.


   Star performer YKT looked promising for a breach of 300 but closed with a loss of nearly 2%. 'Que Sera Sera' or more aptly : '"  Kyo Cera Cera'"!😄




Monday, January 06, 2025

Live Miraculous Streak : 1,101 market days successively ! {6th Jan '25}

        2nd scorer Supermax is pared down to 15,033 shares while in Japan, the Nikkei plunges nearly 600 points on its first trading session of the brand new year, but not badly enough to dent my portfolio members Rohm ローム +1%, Ono Pharmaceutical 小野薬品 +2%,  Tobishima 飛島 +0.4%  Mazda マツダ = and especially Tsutsumi Jewelry ツツミ+4.3% leaving some room to reconstitute my Tokyo portfolio while extending the miraculous, magical run!



Saturday, January 04, 2025

Is it possible to predict the Nikkei's tops & bottoms in 2025 using its past history from 1878 till 2018?

                                  1878-1945:

                                US & UK stock indices from 1936-1944:

1950s:
                                     

                                             1960s:

                                                  

1970s:
1980s:
1990s:
2000s:

2010s:

Conclusion:
~Probabilities of next top~

Jan-Feb : 22%[int rates rising rapidly '73-'75,'90]
Mar-Apr: 56% [gradually rising int rates of late '50s]
May-Jun: 51%[ rapidly falling yen '15,'23]
Jul-Aug: 32% [ '18, '21, 23]
Sep-Oct: 54% [ '87, '07, '21]
Nov-Dec:21% [ Tokyo property bubble, '89]