Miracle Streak : Thong Guan EXITs on the 4th sale to come within a day of 72 full months ! {30th Jul '26}

 

Today, #36 Thong Guan is bid a fond adieu to after 2 maiden dividends, a quartet of sales moving the longest ever streak from 6 full years yesterday to one day away from sealing up 72 full months...one of the >200 occasions where it came down to the last 10 minutes before the door of opportunity to rewrite HISTORY closed forever!

Miracle Streak : The marathon baton passes from one 8-rounder to another as Bermaz Auto secures the 6th Anniversary!! {29th Jul '20 - 29th Jul '26}

 

Today Bermaz Auto vrooooooms the marathon into its SIXth Anniversary, matching the 8 rounds by yesterday's runner & takeover target Guocoland [M]! In Tokyo,Kosé vaults above ¥6,000 for the 1st time since April, driving the re-entry on 6/26 to a 20% paper gain while a re-entry into car maker Subaru motors to a 17% gain in defiance of the Nikkei index plunge!!

Stock watched: CBIP

Miracle Streak : #18 Guocoland bows OUT in the original account on the penultimate day of its listing in public markets!! {28th Jul '26}

 

One of 3 non-lowball takeovers I was lucky to participate in '26, 1,400 milestone owner Guocoland is milked for an 8th round: SOLD out completely @ the exact takeover price in one account, leaving only a token stake in another, to contribute a 9th & final time on 7/8 when the buyout proceeds are credited & I bid a last, fond adieu to the property outfit as it vanishes from public markets to completely be absorbed into the Hong Leong group!

Miracle Streak : SNS Network comes through x6 from Jul '25- Jul '26! {27th Jul '26}

 

Two days left to the SIX year Anniversary of the loaves-&-fishes miracle!!!

Miracle Streak : #23 KHInd goes ballistic intraday & I miss the $1.88 high, but it delivers 2 days straight, joining the hat3rick club! {24th Jul '26}

 

   A bit of disappointment accompanies the sealing up of 313 weeks in the ongoing marathon [ 1,493 consecutive days ] as yesterday's scorer KHind garners a hat3rick to join recent double scorer New Hoong Fatt in that club, but far overshoots my wildest expectations by hitting a $1.88 intraday pinnacle. Nonetheless, the net gain exceeds the dividend forgone from this sale, while total income from these 3 rounds miss matching the maximum dividend from the upped stake by less than $5 while the consolation dividend of $26.30 will soothe my ego over the misjudgement.  

    This week, I am more grateful than I have been in a while, in no small part due to this week's big bet on Premium client alert Panasonic [M] @ $5,6175 which briefly went into paper losses as it tumbled to $5.48 before strongly rising to close the week at $5.99, thus reversing the brief red ink into a $246.8 paper gain after commissions. A Basic client alert from last week, Macau gaming bigwig Sands China, also unexpectedly rose 2 days in a row after reporting a 24% drop in quarterly net profit & stands 5% higher than my maiden entry on 29th June. After commissions, its paper gain stands at HK$334 or about $173 at current exchange rates.In 🎌, Kosé retreated hardly at all as the Nikkei tumbled over 1,800 points while, encouragingly, the other 11 paper gainers net of commissions also stayed in the black, especially Seven & i , which bucked the trend by rising over 3% & stood almost 17% above my well-timed entry recently. Exited stocks Kao & Kuroda Precision settled the week lower by 1.4% & 13.6% compared to my June exits while Koito Manufacturing ended 6.7% below my Feb 9th disposal price after paying me 4 dividends in the interim. Strawberry 🍓 company Hob ended down 7% on delisting fears & thus closed a whopping  ¥114,300  cheaper than the disposal price for just my hundred share punt last year that netted 1,275 days in a row for the eighth wonder of the world streak on top of about $645 equivalent in profit & $94 in dividends.

Miracle Streak : KHInd , which clinched 1,378 Consecutive days on 11th Feb today bags 1,492 in a Row ! {23rd Jul '26}

  In the absence of a broad bull market locally, 11th Feb scalp KHind steps in to breathe life back into the long-running streak, sending it closer to both the six year milestone & 1,500 days! 

Miracle Streak : #64 YNH Property strikes again to build the bridge towards 6 full years!!! {22nd Jul '26}

 

Casino chip stock YNH Property is pared a 2nd round as it nearly doubles from an all-time low & continues the countdown to another century mark as well as SIX full years in the ongoing 8th wonder of my world!

BAT[M], formerly Rothmans of Pall Mall, has fallen back to early 1989 levels, when revenue was about 1/3 & profit was about half current levels. It's stock has declined -93.5% from an all-time peak of $74.40 in Dec 2014, together with a 77.7% drop from peak EPS: