The Trading Floor - January 2018

Discussion in 'The Trading Floor' started by Amator, Dec 31, 2017.


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  1. nottibird

    nottibird Moderator

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    If monkey takes the driver's seat, 3.33 will be reached in 2 days.
    But that's the thing. Monkey must take the driver's seat first.
    That was what happened last Jan of 2017.
    The monkey was in the driver's seat. I jumped in and hitched a ride on him.

    upload_2018-1-16_15-5-36.png

    This trade ............ $14.1k.
    This time round I am low on ammo.
    If the monkey appears, then I see how.
     
  2. nottibird

    nottibird Moderator

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    You all read this got fall down from your chair or not har? aa1a (3).gif


    aa1a (15).gif
     
  3. angang8

    angang8 Well-Known Member

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    Bro ... Miss Flinstones.... let’s reserve some army to ride her up... I remember she was like 3.33 ish before she plunged to hit 3.06 lately... keep a look out
     
  4. angang8

    angang8 Well-Known Member

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    Last Wednesday I got 50 commandos in SMM .. attacked at 1.82-1.83... I cleared all at 1.89.. nabeh.. today she shows me 1.99!!!! Hmmmm.....
     
  5. nottibird

    nottibird Moderator

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    As a further follow up to my write-up about LONGing the banks in 2018...

    UOB...

    At the rate she is going, she will hit $30 in no time.

    a1.jpg
     
  6. nottibird

    nottibird Moderator

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    Wilmar...

    Slowly edging up... 3.20 : 3.21.
    Now we wait for sellers at 3.21 to be cleared.


    upload_2018-1-16_14-17-4.png
     
  7. nottibird

    nottibird Moderator

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    upload_2018-1-16_14-4-38.png
     
  8. nottibird

    nottibird Moderator

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    Charm or SHIOK will depend on whether you bought already OR are looking to buy.
    Her 50-ema is at 2.71.
    200-ema at 2.64.
    Dont think she will go to 2.64 coz not enough time.
    If today is 2 Jan... then maybe. Just nice dip to 200-ema and then bounce for Results Play.
    But results on 25 Jan... next Thu after market close.
    Happy are those who were busy and were away last few days.
    Today can buy cheap cheap.
     
  9. Amator

    Amator Well-Known Member

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    SINGAPORE (Jan 16): UOB Kay Hian is maintaining its "buy" call on Wilmar with target price of $4.10 or blended 14 times FY18 earnings, which is higher than its five-year mean.

    UOB is pegging the oilseeds and grains division at 20 times FY18 earnings to factor in the potential listing of its China operations. The research house is also valuing the tropical oils division at 15 times FY18 earnings, and the sugar division and other businesses at 10 times FY18 earnings.

    In a Tuesday report, UOB analyst Leow Huey Chuen expects Wilmar to report 4Q17 core profit of between US$360 million and 380 million ($476-502 million) on higher contribution from the tropical oils and sugar divisions.

    While higher than in 3Q17, the forecast is lower compared to 4Q16 which saw unusually strong contribution from the sugar division and the oilseeds & grains segments.

    PBT of tropical oils is largely supported by higher sales volume and a stable margin. Sales volume is expected to have increased on the back of higher upstream production in 4Q17.

    Leow expects tropical oils to report higher 4Q17 refining margin compared to 2Q17 and 3Q17 as biodiesel deliveries rebounded and contributed positively to earnings.

    In addition, 4Q17 PBT for the sugar division is expected to be higher q-o-q but weaker y-o-y as the strong performance in 4Q16 will not recur as milling volumes peaked in 4Q instead of 3Q.

    4Q17 PBT for oilseeds and grains is likely to register a weaker q-o-q and y-o-y on lower sales of consumer packs as festive demand will only come in 1Q18 with Chinese New Year falling in February.

    Meantime, UOB understands Wilmar’s plan to list its Mainland operations on China’s A-share market is on track.

    Wilmar has completed internal restructuring. The listing application will start after Wilmar China completes the financial year ending Dec.

    "Depending on the listing queue, the listing could take pace in 2H19 or closer to 4Q19," says Leow.
     
  10. nottibird

    nottibird Moderator

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    So BULL !!!


    upload_2018-1-16_14-0-50.png
     
  11. angang8

    angang8 Well-Known Member

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    Wah.. Areit!!! 2.73!!!! Charm lo
     
  12. nottibird

    nottibird Moderator

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    With effect from 27 January 2018, 1st tier margin size will be reduced mostly for the counters traded here:

    SingTel .................. from 350 to 325.
    SGX....................... from 50 to 30.
    SIA......................... from 25 to 20.
    ST Engrg............... from 75 to 60.
    Capitaland............. from 170 to 150.
    Wilmar................... from 130 to 100.
    ComfortDelgro...... from 100 to 150.
    Ascendas REIT..... from 160 to 140.
    Suntec.................. from 80 to 90 (1st tier margin is 20%...no 10% becoz she is not an index stock yet).
    CapitaComm..........from 120 to 160.
    CapitaMall .............from 140 to 170.
     
  13. nottibird

    nottibird Moderator

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    SingTel...

    Cash-rich retail investors are buying...


    upload_2018-1-16_11-42-45.png
     
  14. nottibird

    nottibird Moderator

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    Wilmar...

    She also look like she wants to make a move above 3.20 to go higher.
     
  15. nottibird

    nottibird Moderator

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    No bro. Last nite I didnt.
    Coz Lovely One feeling down over workplace issues and so I thought I shoudnt disturb her...let her rest.
    And so I D.I.Y. lor. aa1.gif
     
  16. nottibird

    nottibird Moderator

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    upload_2018-1-16_11-20-37.png
     
  17. nottibird

    nottibird Moderator

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    Next one to move will be Ascendas...I think.
    Now 2.74 : 2.75.
    1491 buyers vs 428 sellers.
     
  18. nottibird

    nottibird Moderator

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    GONE !!!
    2.06 : 2.07 now.
    2245 buyers vs 2962 sellers.
     
  19. nottibird

    nottibird Moderator

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    CMT also bely strong now at 2.05 : 2.06.
    4527 buyers vs 925 sellers.
    You see leow also you wont queue one.
    You will just take at 2.06.
    Last 2 days, her LOW was 2.05.
    Today is the 3rd day.
    2.04 not reached.
     
  20. nottibird

    nottibird Moderator

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    Yes bro.
    I already have 24.3 lots at 7.5933 waiting for her to blast off when she report result this Fri, 19 Jan 2018 after market close.
    4 to 5 cts dividend expected. Do NOT SHORT.


    upload_2018-1-16_11-14-50.png
     
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