Saturday, February 26, 2011

Financial Results, MENA & My portfolio

All companies in my portfolio posted a good result except Mamee.

Net Profit

Mahsing (RM2.51)
Q4 yoy = +24.95%
FY10 yoy = +25.23%

Maybank (RM8.64)
Q2 yoy = +13.26%
H1 yoy = +14.83%

YTL Power-WB (RM1.14)
Q3 yoy = +3.55%
H1 yoy = +10.53%

Mamee (RM3.50)
Q4 yoy = -26.39%
FY10 yoy = -3.34%
DPS yoy = +30.00%

Leader (RM0.86)
= Yet to realease

CMMT (RM1.10)
= Don't even bother to update..consider as Fix Deposit.

Anyway, most of major companies such as Sime Darby, KLK, IOI, CIMB, UEMLand posted a positive net profit growth, however due to recent turmoil in MENA especially with recently spread to major oil producer, Libya, worldwide stockmarket has tumbled. Overall im still in bullish mode.

Recent turmoil has reduced my gain for this year. Portfolio 1 (core portfolio) YTD gain closed with +15.8%, while portfolio 2 (new portfolio) YTD result closed with -1.9%. Anyway, this index really useful for me to monitor my result. been using since late 2009.

PORTFOLIO 1
PORTFOLIO 2




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