2024 2nd Oct. SCGBHD, CapialA, Kitacon, TANCO, Feytech, NVDA, ARM, AMD

Feytech 0.63, YTD eps at 7.92, YTD PER at 7.95. High chance to get another 2 to added as 9.92 which could translate to 6.35 PER. Of course this is too optimistic and provided next Q report is not negative. Latest Malaysia buget announcement has raise minimum wages, this has deeply concerning to msia market. I bought at 0.725 for 1st entry, it seems to be like a dropping knife so far. I would in again if it hit to 0.545, maybe. However, it is still a good counter, we might want to wait for a dividend announcement, else. Probably should exit, this is a test on the promises the board has made.

SCGBHD, there seems to have a comeback on this counter. But the price dilution might still be worrying, might want to trigger a few round of pump and dump to reduce my entry on this counter.

Kitacon, I could foresee this countrr might meet a near 0.82 to 0.85 by yearend. This company has source in sub-construction projects from big company. The fundamentals is strong for this counter. I did an entry on 0.73, i might want to get in at 0.695 or below, 0.66 entry would have been sweet.  Both Feytech and Kitacon have been premature, i might want to factor in their actual dividend payout before there is a good entry. I went in on their recent low, but as we might know, low might has it new low, new low kight has their new low low. Bad entries for both.

CapitalA, sold all at a very low profit of mere lesser than RM1000 for at 15k entry. Excluded those exoted earlier. On the takeover of aviation sector by AAX, every 1000CapA share will be given 392 AAX share. However, AAX market cap will times few folds to accommodate that exchange. The takeover will include all the debt from CapA, which translate as AAX warrant. But what left in CapA? What will be the actual proce on the day of exchange happens? I see a deduction of -0.70 on each CapA shar4. And provided the core business for CapA is the maintenance, I doubt it will hold any value to it shareholder. Lets see how it go, -0.70 is abt 0.28 as per today value 

AAX,  what to do with this counter? There are some left here for their transition showdown, should I wait too.

NVDA, new heights at 143, i was waiting for any 150 close price to start a 1 year Put Option, but it never happened. Time to go for the DMA detail chart to hunt for a good entry. come come NVDA. Of course, it would be nice to check for option entry in ARM and AMD.

ARM, there should have been at leats a round of 5-8 unit share entry at 120, and aims for a 10%-20% earnings exit, my plan to increase the unit of share is by 50% with this pump and dump strategy. Okay, hack 5o the drawing boards