【~~justleisure~~个人专区】[拳拳到肉] Profit Small Time from 小小牛

justleisure

顾着发帖，刚刚发觉 SUNWAY 破 0.825 level 了，结果来不及 cut loss。
无论如何，我会用 immediate sell 的策略，锁定在今天 0.825 level 卖多 20 张。

justleisure

2.46pm 策略有变 !

justleisure

下午开市，价钱掉至 0.81。正在头疼如何 cut loss @ 0.825，神奇的力量来了。短短几分钟，从 0.81 捧上 0.87。在短短几分钟，调回 0.835-0.845 level。庄家趁着 new warrant issues 的消息把 SUNWAY-WB 推上 Top 10 Volume，涨幅一度高达 78%。

我的策略必须改变。目前是不会选择 cut loss 了。手上将继续持有之前的 45 张，暂时不卖也不买，先看看老庄要干嘛。

4.51pm，Futures 折价缩至 3 点，后市企稳。

justleisure

有劳版主删掉 #128,#129,#130 回帖，然后封掉此楼。
我的 discussion 一直受到 klon91 网友的没意义的灌水和干扰。
为何就不能让我静静地真诚分享呢?
在此再次谢谢 hancom 斑主给我的个人专区，可惜无聊网友太不成熟。


PS: SUNWAY 有趋强之势，刚刚试敲 0.870，起了 3.5sen。Volume 逐渐放大，请留意再过几天将发布的季度业绩。不过 Futures 依然低水 9 点；同时要留意沪深两指。谢谢各位多个礼拜的捧场。

klon91

OKOK！小弟对您说抱歉！望您大量能原谅小弟的无知。

hancom

嗨！justleisure网友你好！关于封楼的这一件事，我办不到。毕竟这是一楼有“分享与记录”的楼层。希望justleisure网友能继续的维持下去，毕竟也开始了一段时间了。

继续下去吧！加油！

股友

Sunway-WB – chance to ‘extend’ lifeBy ALAN VOON
SUNWAY Holdings Bhd last Monday announced a proposed rights issue of new warrants to its shareholders at 2 sen per warrant based on a ratio of one warrant for every three ordinary shares held.
What is more interesting is that the company also plans to offer the new warrants to existing Sunway-WB holders and to holders of options granted under its Esos (employees’ share option scheme) via proposed restricted issues.
The ratio and issue price for the restricted issues are similar to those of the rights issue – the holders will be entitled to one new warrant at 2 sen each for every three existing Sunway-WB warrants or Esos options.
Sunway-WB, which was significantly out of money and expected to expire worthless in two months’ time may now have renewed life if the authorities approve Sunway’s proposal. Following the announcement, Sunway-WB surged to close at 7.5 sen at the time of writing while the underlying share closed at 83.5 sen. The offer of new warrants to existing warrant holders is not unprecedented in corporate Malaysia.
In 2002, Pernas International Holdings Bhd (now known as Tradewinds Corp Bhd) implemented a warrants replacement issue for its then warrants holders.
Under that proposal, warrants holders of Pernas-WA and Pernas-WB can surrender their warrants in exchange for new warrant (Pernas-WC). There was no consideration for getting Pernas-WC because the new warrants had a shorter expiry date than the warrants they were replacing.The motivation was that the exercise price of the new warrants was substantially lower than those of Pernas-WA and Pernas-WB.
Sunway’s proposals is not exactly the same as the Pernas exercise.
Sunway-WB holders need to pay 2 sen to get a new warrant and the ratio is not 1 for 1 as in the Pernas case. The effect of the proposed restricted issue to the warrant holders, if approved by the Securities Commission, is like Sunway-WB going through a 3-into-1 ‘capital reduction’ and subsequently a consolidation to become one new warrant with a price of 2 sen.
Based on the Sunway-WB price of 7.5 sen, the effective price of the new warrants is 24.5 sen each.
The tenure of the new warrants will be five years and the exercise price will be RM1.30, the same as that for Sunway-WB.
Sunway is a company with interests in construction, building materials and infrastructure. It reported a net profit of RM82.9mil for the first three quarters of financial year ended June 2008 (FY08). This represented a 134% growth over the net profit of RM35.4mil posted in the previous corresponding period.
In the quarterly report, the company said it was confident of achieving a strong performance in FY08, given its order book of some RM2.4bil, with an equal split of local and overseas projects.
The research outfirs covering Sunway under the CMDF-Bursa Research Scheme seem to share the company’s optimism. Affin Investment Bank and Standard & Poor’s both have Buy calls on the stock with target prices much higher than current share price.
Sunway has also been buying back its shares recently from the open market.
Sunway is believed to be the first Bursa Malaysia company to propose a restricted offer for existing warrant holders. This innovative exercise is akin to giving the soon-to-be expired Sunway-WB an “extension” – which is no longer allowed in Malaysia – albeit with an “extension fee” of 2 sen per warrant.
If the exercise is approved by the authorities, it is likely that other companies will follow Sunway’s lead. However, such issues may be seen as unfair to those who have sold the existing warrants earlier on the understanding that the warrants cannot be extended and are likely to expire out of money.
To make such issues of warrants work, the authorities may in the future set a deadline of, say, six months before expiry for companies to make their applications.
This way, minority warrant holders will make buying and selling decisions knowing full well that such “extensions” are possible.
For those who like to speculate, one way to gauge the likelihood of a proposal to give “new life” to out-of-money warrants is to refer to the company’s warrants holders’ list.
According to the Sunway announcement last week, the company’s major shareholders held a total of 94.8 million Sunway-WB as at Aug 12.
This is slightly less than half of the total warrants outstanding.
If the Sunway proposals get the green light, other soon-to-be expired warrants that are significantly owned by the major shareholders will be good for speculation.

• Voon, a warrants specialist, can be contacted at
  alan@warrantscapital.com

有看过tanco－wa和lioncor－wa尸骨无存的下场。密切留意。

[ 本帖最后由 股友 于 29-8-2008 07:50 PM 编辑 ]

klsetalk

现在真的不能碰股票吗？？？？
http://klse2020.blogspot.com/ 将每天告诉你最新的新闻，还有哪些股票可投资，哪些要卖。。