EQUITYOPPORTUNITY

Friday, January 17, 2025

Live Miraculous Streak : A modest DREAM come TRUE in 日本🎌 ! {16th Jan '25}

    Today saw a most improbable dream realized as a gamble a Dec 28th 2023 stillborn gamble on speculative Yumemitsuketai 夢みつけ隊 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, 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 that informed me 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.

    Thus, my beloved income marathon reaches its 231st weekend & garners its 8th scorer in '25 plus 1,110 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 & nine 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 my coveted 1,108 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 1,107 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 1,105 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 1,104th 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!