tag:blogger.com,1999:blog-7944902213075756335.post995212902247159651..comments2024-03-28T10:39:01.047+08:00Comments on A Singaporean Stocks Investor (ASSI): Managing exposure in AK's investment portfolio: Examples.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-7944902213075756335.post-24233340269785227372015-01-19T19:22:25.618+08:002015-01-19T19:22:25.618+08:00Hi Ray,
Yongnam is going through a basing process...Hi Ray,<br /><br />Yongnam is going through a basing process right now. Although 18c is pretty cheap, I am wondering if we might see 17c tested. <br /><br />If I did not already have a long position, I might buy some but I will wait a bit more since I already have a significant long position. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-82597269385868642112015-01-19T14:12:37.423+08:002015-01-19T14:12:37.423+08:00Hi AK,
Yongnam price seemed to have stablized. Ar...Hi AK,<br /><br />Yongnam price seemed to have stablized. Are you nibbling? ;)Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-35505962867029132322014-10-29T15:21:36.730+08:002014-10-29T15:21:36.730+08:00A consortium led by Singapore-listed Yongnam Holdi...<i>A consortium led by Singapore-listed Yongnam Holdings won a US$1.4 billion (S$1.78 billion) contract to build the airport in Myanmar's Yangon, after a previous deal given to Incheon International Airport Corp. was canceled, Bloomberg News reported on Wednesday.</i><br /><br />Source:<br />http://www.straitstimes.com/news/business/companies/story/AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-18066906055051207202014-08-19T11:43:22.888+08:002014-08-19T11:43:22.888+08:00Following the sale of Marco Polo Marine Group’s 50...<i>Following the sale of Marco Polo Marine Group’s 50% stake in Marco Polo Offshore (IV) to Nam Cheong Group, the two companies have formed a joint venture company with a share capital of US$4 million to invest, fund, own and operate vessels such as accommodation work vessels, work barges, and anchor handling tugs and supply vessels.</i><br /><br />Source:<br />http://www.theedgesingapore.com/AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52130300343635575782014-08-18T13:58:12.358+08:002014-08-18T13:58:12.358+08:00Hi Gark,
It is their tugs and barges business whi...Hi Gark,<br /><br />It is their tugs and barges business which is bleeding. OSVs are doing relatively well.<br /><br />I have reduced my exposure to the stock but remain vested as I still think the commencement of the cabotage law in Indonesia for oil rigs from the year 2016 and MPM's new rig delivery by end 2015 is a big positive.<br /><br />In the meantime, MPM should consider amputating AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61894691987671293302014-08-18T13:31:11.505+08:002014-08-18T13:31:11.505+08:00I divested Marco Polo's subsidiary in Indonesi...I divested Marco Polo's subsidiary in Indonesia, BBRM.JK recently due to dismal performance. Was lucky to escape with a small profit.<br /><br />The subsidiary continue to do badly, even as other similar O&G boat charterers continue to do well is puzzling.<br /><br />I am still holding on to LEAD.JK which is a subsidiary of Pacific Radiance and the good performance is reflected in the Garkhttps://www.blogger.com/profile/01768303613739635625noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-54659574233467522282014-08-12T13:31:05.147+08:002014-08-12T13:31:05.147+08:00Mark to Market is core principle especially when i...Mark to Market is core principle especially when i view investment on longer horizon.<br />If your investment down from $1 to a cts, we are deluding ourselves is not loss because we yet sell.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-44045106516141001592014-08-11T19:00:22.884+08:002014-08-11T19:00:22.884+08:00Hi blaureiter
Unrealised gain is not gain , unre...Hi blaureiter<br /><br />Unrealised gain is not gain , unrealised loss is not loss .<br /><br />which one you want to realize ?Small Time Investorhttps://www.blogger.com/profile/07278163226576640383noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27995213780500080292014-08-11T17:00:24.182+08:002014-08-11T17:00:24.182+08:00seefei - "what is cheap today can be cheaper ...seefei - "what is cheap today can be cheaper tomorrow."<br /><br />I should really keep that in mind, it makes perfect sense but when we factor in our irrationality/insecurity it is not always easy to see/remember.<br /><br />Thank you for the advice ! :]blauereiterhttps://www.blogger.com/profile/13554429769962621571noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-7053407531528195192014-08-11T15:48:37.150+08:002014-08-11T15:48:37.150+08:00blaureiter
share investment is for the long term. ...blaureiter<br />share investment is for the long term. taking $$ of the table is not a bad thing. dont worry about "dilution" as the share market move in cycle. what cheap today can be cheaper tomorrow.<br /><br />As AK aptly put it, as long as you are happy with your decision it is ok.<br /><br />AK, i know people will ask you about Marco Polo and Yong Nam as their prices had moved seefeihttps://www.blogger.com/profile/13678700448170267302noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-23346771417298651892014-08-11T15:33:48.279+08:002014-08-11T15:33:48.279+08:00Thanks for the post.Thanks for the post.Anonymoushttps://www.blogger.com/profile/02392694071901680082noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-76162676956283886682014-08-11T14:06:11.970+08:002014-08-11T14:06:11.970+08:00Hi blauereiter,
When to take gains off the table?...Hi blauereiter,<br /><br />When to take gains off the table? <br /><br />The easy answer is "when you are happy with the gains". Never wrong to take profit. Of course, don't bang head on wall if prices go higher. ;)<br /><br />The tougher answer is "know the value of the investment". Then, we sell when we feel that it is overvalued. Again, don't bang head on wall if AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-60329415348350110972014-08-11T14:01:45.218+08:002014-08-11T14:01:45.218+08:00Hi seefei,
Really? You expected this? LOL.
Actua...Hi seefei,<br /><br />Really? You expected this? LOL.<br /><br />Actually, I was wondering if I could quietly tip toe around these two counters and not bother blogging about them. Lazy lah. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-36465342585169475212014-08-11T13:57:11.239+08:002014-08-11T13:57:11.239+08:00Dear Mr Ak71,
This is probably a very noob quest...Dear Mr Ak71, <br /><br />This is probably a very noob question, but can you give some examples on how best to execute point number 2 ( Take some gains off the table when given the opportunity. )? <br /><br />For example, I have some investments in Reits, and at times when the share price is experiencing a series of highs I am tempted to sell off some to lock in earnings, but if I do I would be blauereiterhttps://www.blogger.com/profile/13554429769962621571noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-15423716657420055382014-08-11T13:33:52.269+08:002014-08-11T13:33:52.269+08:00i expected this post sooner or later. LOL
and you...i expected this post sooner or later. LOL<br /><br />and your explanation is also nothing new. either your blog are gaining more NEW readers or the older readers are not following your thoughts on these two counters.<br /><br />for Marco Polo, with the new debt of $200M, i really hope the new rig will bring in the $$. as for Yong Nam it is just waiting for new contract win. for a steel fabrictor seefeihttps://www.blogger.com/profile/13678700448170267302noreply@blogger.com