Portfolio Performance as of 31 December 2012

Stock	Purchase Date	Selling Date	Purchase Price	Selling Price	Current Price	% Gain/Loss
Mudajaya	27-Aug-10		3.075		2.63	-14.47
Mudajaya	13-Jul-11		3.345		2.63	-21.38
Supermx	17-Sep-10		2.15		1.94	-9.77
Tws	23-Nov-10		3.97		8.94	125.19
Tws	22-Aug-11		9.09		8.94	-1.65
Huayang	1-Dec-10		0.7125		1.62	127.37
Huayang	20-Oct-11		1.215		1.62	33.33
Gunung	23-Dec-10	10-Jul-12	0.765	0.745		-2.61
Pjdev-wc	25-Jan-11		0.305		0.15	-50.82
Glomac	24-Feb-11	12-Dec-12	0.86	0.82		-4.65
Pantech-wa	28-Feb-11		0.325		0.21	-35.38
Mbsb-wa	5-Aug-11	3-Feb-12	0.705	1.3		98.58
Digista	18-Oct-11		0.405		0.305	-24.69
IHH	11-Jul-12	19-Oct-12	2.85	3.2		12.15
Tambun	5-Jul-12		0.58		0.755	30.17

Overall, I did not do a lot of trades in 2012 due to overly cautious.  However, several of my trades has a good yield, especially for MBSB-WA and Huayang.   On the other hand, my biggest disappointment is on Digistar, which rose to 50% profit to 24% lost.  TWS did not do well either in 2012.  It's profit drop significantly, drag by TWS Plantation due to big price fall in CPO price.

In 2012, I tried my luck on several IPOs and was successful in the IHH application.  Due to the upcoming General Election, I have decided to increase my cash holding as can be seen through my sellings and waiting for the right time to go in.

All the best to everyone in 2013 and Happy New Year !

Edited on Jan-2 : Correction on IHH Purchase Date

Received TWS Dividend - 27 December 2012

Today I received the 15cents non taxable dividend from TWS.  After the take over announcement on 24th December, TWS is now trading at 8.91.  I am in consideration of disposing my TWS.  Will post here as soon as I decided to dispose it.  Good luck to all TWS shareholders.

Season Greetings

Just wanted to take this opportunity to wish all readers a blessed Merry Christmas and may you all have a successful investment in 2012 and years to come.

TWS offered to be privatize

At the end of last Friday's trading, 21 Dec, TWS trading was suspended along with two other sister company, TWS Plantation and Bernas.  Shortly after KLSE closing, TheEdge published an article that the majority shareholder of TWS, Syed Mokhtar intend to merge both sister companies into TWS.

All 3 stocks remained suspended today and the announcement only came up after trading hours of 24 Dec where a general offer of RM9.30 per share to take TWS private.  All 3 stocks will resume trading on 26 December (Wed).

Based on the announcement, I'm certain TWS stock price will jump on Wednesday morning.  My only disappointment is that the offer price fell short of what I had in mind although it is a 20% premium from the Friday's last traded price.

Nevertheless, it is still deemed as a good news to all TWS shareholders who have been hoping for a stock price appreciation.

Sold Glomac - 12 December 2012

Today is a special day of the year, 12.12.12.  However, it has no relation to the market performance.
After holding Glomac for 21 months, I have decided to sell off Glomac to increase my cash on hand.  I sold it at 0.82, slightly lower than my entry price.  In that 21 months, I received at least 3 times of dividend, yielding approximately 5% per year.

Received Glomac Dividend - 4th December 2012

It's almost the end of 2012 and today I received the taxable 2.75cents Glomac dividend.  It just reported its 2nd quarter earnings which is slightly higher than previous year's 2nd quarter.   Since the ex-date of the dividend, the share price of Glomac has dropped a few cents but overall is stable.  This stock is definitely good for dividend hunters that are looking for yield higher than Fixed Deposit.  Otherwise, one really needs a lot of patience if one is expecting capital gain.

Sold IHH - 19 October 2012

After about 2 weeks, IHH price is pretty stabilizing at 3.19 to 3.20.  Seeing some uncertainty in the market in next couple of months, I have decided to take profit on my IHH which I obtained through IPO.  Profit from the IHH sale is 35c per share, translating to 12.15% gain.