大庄家
这星期，有个小主意，再分享另一个大庄家的股票组合，他是谁？他与我们息息相关，他就是鼎鼎大名，家喻户晓的EPF公积金。再次用cimb itrade来找，结果有160多间。但是要追踪这个大庄家的股票不容易，因为他是个好动儿（super active），每天大量的转手。这里的资料只是大概，只供参考。
排行榜
坐拥1400多亿的公积金投资在马股，当中最高的20名是Maybank, Pbbank, Tenaga, CIMB, RHBCap, SIME, PChem, Axiata, Petgas, Digi, MBSB, KLK, HLBank, SKPetro, Ambank, Maxis, IHH, MISC, IOICorp 和UMW。其他公司的总和占25%。
四大领域
如果分领域，金融占最高37%，其次油气（13%），油棕（12%），电讯（11%）。这四大领域就大概占四分之三了。
你我的钱
大家是公积金会员们，这样分配，有何意见a）金融--身为大庄家，支撑着金融，金融是经济中椎动脉，大庄家控制，稳定国内金融 ，是策略性。
b）双油--大马最大的贸易是来自油气和棕油，共占四分之一，也是公积金“财源”。
c）电讯--在资讯时代不能少电讯股。
总结：
与大师冷眼，比较重资在科技，工业与地产股。成长股居多。
公积金，就稳健股居多，养老金。
大家不妨参考，做自己的股票组合适合哪种类型。
No.
|
Stock Name
|
Shares
|
Market Value
|
1
|
MAYBANK
|
1,185,068,337
|
11,791,429,953
|
2
|
PBBANK
|
507,622,281
|
10,264,122,522
|
3
|
TENAGA
|
794,670,219
|
9,472,469,010
|
4
|
CIMB
|
1,245,212,715
|
9,351,547,490
|
5
|
RHBCAP
|
1,052,922,512
|
8,928,782,902
|
6
|
SIME
|
775,065,428
|
7,215,859,135
|
7
|
PCHEM
|
962,784,400
|
6,595,073,140
|
8
|
AXIATA
|
953,910,206
|
6,333,963,768
|
9
|
PETGAS
|
255,276,600
|
6,070,477,548
|
10
|
DIGI
|
903,192,250
|
4,823,046,615
|
11
|
MBSB
|
1,697,126,483
|
3,954,304,705
|
12
|
KLK
|
151,257,938
|
3,615,064,718
|
13
|
HLBANK
|
237,500,163
|
3,329,752,285
|
14
|
SKPETRO
|
771,108,389
|
3,308,054,989
|
15
|
AMBANK
|
460,065,737
|
3,307,872,649
|
16
|
MAXIS
|
471,335,000
|
3,256,924,850
|
17
|
IHH
|
715,869,900
|
2,827,686,105
|
18
|
MISC
|
353,613,605
|
2,270,199,344
|
19
|
IOICORP
|
463,807,373
|
2,240,189,612
|
20
|
UMW
|
196,291,604
|
2,131,726,819
|
21
|
PETDAG
|
52,055,200
|
1,576,231,456
|
22
|
NESTLE
|
21,281,600
|
1,458,640,864
|
23
|
AIRPORT
|
178,451,324
|
1,434,748,645
|
24
|
TM
|
238,343,100
|
1,432,442,031
|
25
|
PPB
|
85,638,079
|
1,392,475,165
|
26
|
GENP
|
121,734,900
|
1,314,736,920
|
27
|
YTL
|
792,181,570
|
1,299,177,775
|
28
|
BAT
|
20,759,602
|
1,278,791,483
|
29
|
FGV
|
245,242,600
|
1,108,496,552
|
30
|
AFG
|
241,082,540
|
1,094,514,732
|
31
|
MRCB
|
641,934,951
|
1,039,934,621
|
32
|
DIALOG
|
243,456,494
|
886,181,638
|
33
|
IJM
|
135,869,589
|
860,054,498
|
34
|
IOIPG
|
299,772,888
|
824,375,442
|
35
|
ARMADA
|
184,181,700
|
733,043,166
|
36
|
UTDPLT
|
29,102,798
|
729,898,174
|
37
|
LAFMSIA
|
79,832,245
|
726,473,430
|
38
|
YTLPOWR
|
416,698,691
|
675,051,879
|
39
|
GAMUDA
|
141,008,700
|
650,050,107
|
40
|
UMWOG
|
133,873,500
|
543,526,410
|
41
|
BIMB
|
119,427,480
|
506,372,515
|
42
|
F&N
|
27,369,330
|
493,742,713
|
43
|
UEMS
|
196,430,394
|
467,504,338
|
44
|
ORIENT
|
61,396,916
|
467,230,531
|
45
|
AFFIN
|
120,949,500
|
459,608,100
|
46
|
SPSETIA
|
156,736,430
|
459,237,740
|
47
|
MMCCORP
|
161,794,100
|
456,259,362
|
48
|
AIRASIA
|
195,037,300
|
448,585,790
|
49
|
DRBHCOM
|
174,470,900
|
444,900,795
|
50
|
KPJ
|
132,177,765
|
432,221,292
|
51
|
MEDIA
|
173,950,138
|
429,656,841
|
52
|
IJMPLNT
|
120,531,662
|
419,450,184
|
53
|
KLCC
|
61,088,300
|
389,743,354
|
54
|
HARTA
|
58,717,500
|
378,727,875
|
55
|
AEON
|
25,088,900
|
376,333,500
|
56
|
IJMLAND
|
109,533,400
|
334,076,870
|
57
|
SUNREIT
|
243,238,500
|
333,236,745
|
58
|
BURSA
|
43,730,894
|
333,229,412
|
59
|
SHELL
|
50,150,300
|
301,904,806
|
60
|
MAHSING
|
125,107,292
|
287,746,772
|
61
|
TCHONG
|
50,747,600
|
287,738,892
|
62
|
HLFG
|
17,663,799
|
264,956,985
|
63
|
MHB
|
60,702,500
|
246,452,150
|
64
|
CMMT
|
164,192,000
|
244,646,080
|
65
|
WPRTS
|
96,866,900
|
242,167,250
|
66
|
POS
|
47,779,200
|
219,784,320
|
67
|
PAVREIT
|
154,102,803
|
211,120,840
|
68
|
MSM
|
42,408,300
|
204,408,006
|
69
|
KULIM
|
57,254,700
|
202,109,091
|
70
|
AXREIT
|
56,792,987
|
197,071,665
|
71
|
GASMSIA
|
53,727,000
|
194,491,740
|
72
|
WCT
|
86,354,435
|
194,297,479
|
73
|
HSPLANT
|
62,908,300
|
174,255,991
|
74
|
MBMR
|
53,576,791
|
173,053,035
|
75
|
TAKAFUL
|
13,696,320
|
169,834,368
|
76
|
JTINTER
|
21,265,800
|
164,384,634
|
77
|
IGB
|
55,414,093
|
151,834,615
|
78
|
SUNWAY
|
49,196,566
|
151,525,423
|
79
|
PERISAI
|
88,955,800
|
145,887,512
|
80
|
TIMECOM
|
32,687,000
|
141,207,840
|
81
|
UOADEV
|
57,636,300
|
137,174,394
|
82
|
BIPORT
|
17,683,200
|
134,392,320
|
83
|
AMWAY
|
10,661,633
|
127,726,363
|
84
|
LITRAK
|
32,048,500
|
124,989,150
|
85
|
THPLANT
|
58,637,540
|
121,966,083
|
86
|
PERDANA
|
61,956,220
|
118,336,380
|
87
|
IGBREIT
|
97,319,449
|
113,863,755
|
88
|
KOSSAN
|
26,535,000
|
111,447,000
|
89
|
TOPGLOV
|
22,968,273
|
109,328,979
|
90
|
KIANJOO
|
32,109,400
|
108,529,772
|
91
|
SUPERMX
|
43,662,100
|
107,845,387
|
92
|
PANAMY
|
4,728,446
|
106,768,311
|
93
|
CMSB
|
10,083,400
|
103,254,016
|
94
|
HSL
|
52,376,060
|
102,133,317
|
95
|
STAR
|
39,817,800
|
99,544,500
|
96
|
DAYANG
|
25,026,750
|
94,350,848
|
97
|
PARKSON
|
26,619,804
|
80,391,808
|
98
|
ASTRO
|
23,566,300
|
77,297,464
|
99
|
JTIASA
|
28,500,000
|
77,235,000
|
100
|
SENDAI
|
62,460,100
|
68,706,110
|
101
|
SHANG
|
9,277,300
|
60,302,450
|
102
|
YINSON
|
6,315,400
|
55,449,212
|
103
|
ALLIANZ
|
4,971,500
|
51,803,030
|
104
|
AEONCR
|
3,056,100
|
44,680,182
|
105
|
YTLREIT
|
45,206,000
|
41,815,550
|
106
|
HAPSENG
|
12,622,280
|
40,138,850
|
107
|
PUNCAK
|
12,412,783
|
36,865,966
|
108
|
E&O
|
15,096,500
|
36,684,495
|
109
|
QL
|
10,316,670
|
33,632,344
|
110
|
BARAKAH
|
19,970,300
|
32,751,292
|
111
|
BENALEC
|
35,004,100
|
32,203,772
|
112
|
LPI
|
1,832,000
|
31,144,000
|
113
|
UMCCA
|
4,279,200
|
30,467,904
|
114
|
KWANTAS
|
13,128,900
|
29,408,736
|
115
|
TASEK
|
1,814,229
|
28,918,810
|
116
|
PADINI
|
14,650,000
|
28,860,500
|
117
|
ALAQAR
|
20,492,618
|
28,484,739
|
118
|
DLADY
|
526,500
|
25,040,340
|
119
|
BKAWAN
|
1,250,000
|
24,375,000
|
120
|
YNHPROP
|
11,555,866
|
22,071,704
|
121
|
SPB
|
3,643,400
|
21,131,720
|
122
|
CCM
|
18,473,900
|
21,060,246
|
123
|
DKSH
|
2,422,300
|
19,136,170
|
124
|
UNISEM
|
16,323,500
|
18,935,260
|
125
|
UOAREIT
|
12,779,300
|
18,018,813
|
126
|
ALAM
|
10,820,800
|
16,880,448
|
127
|
KSL
|
7,659,200
|
16,773,648
|
128
|
CCB
|
6,591,700
|
16,742,918
|
129
|
APM
|
2,369,400
|
14,453,340
|
130
|
PBA
|
8,808,300
|
14,445,612
|
131
|
BSTEAD
|
2,567,000
|
14,246,850
|
132
|
CCMDBIO
|
4,559,400
|
13,678,200
|
133
|
MAYBULK
|
5,784,000
|
11,915,040
|
134
|
CANONE
|
3,697,400
|
11,646,810
|
135
|
MANULFE
|
2,940,000
|
10,731,000
|
136
|
KSENG
|
1,474,700
|
10,529,358
|
137
|
GLOMAC
|
9,219,100
|
10,233,201
|
138
|
PWROOT
|
5,529,600
|
10,229,760
|
139
|
PARAMON
|
5,710,520
|
9,536,568
|
140
|
SOP
|
1,466,900
|
9,534,850
|
141
|
MUDAJYA
|
3,340,000
|
8,951,200
|
142
|
BRAHIMS
|
3,737,000
|
8,744,580
|
143
|
CYPARK
|
2,800,000
|
8,344,000
|
144
|
DELEUM
|
1,195,800
|
8,095,566
|
145
|
COASTAL
|
1,618,600
|
8,076,814
|
146
|
TROP
|
5,000,000
|
7,850,000
|
147
|
GTRONIC
|
1,817,500
|
6,561,175
|
148
|
INARI
|
2,388,900
|
6,211,140
|
149
|
FAVCO
|
1,560,200
|
5,757,138
|
150
|
SEG
|
2,872,500
|
4,308,750
|
151
|
ANNJOO
|
3,179,700
|
3,911,031
|
152
|
TAMBUN
|
1,922,200
|
3,844,400
|
153
|
NOTION
|
6,150,200
|
3,751,622
|
154
|
DAIBOCI
|
715,200
|
3,254,160
|
155
|
YTLLAND
|
3,000,000
|
2,955,000
|
156
|
SALCON
|
3,667,000
|
2,841,925
|
157
|
FITTERS
|
2,500,000
|
2,725,000
|
158
|
CRESNDO
|
860,900
|
2,634,354
|
159
|
SWKPLNT
|
1,000,000
|
2,620,000
|
160
|
PANTECH
|
2,536,800
|
2,562,168
|
161
|
KINSTEL
|
12,703,790
|
2,350,201
|
162
|
CHINWEL
|
1,394,300
|
2,077,507
|
163
|
KEURO
|
1,181,400
|
1,559,448
|
164
|
HWANG
|
675,000
|
1,255,500
|
165
|
AZRB
|
1,400,500
|
1,085,388
|
166
|
EFFICEN
|
3,000,000
|
435,000
|
167
|
NAIM
|
14,800
|
62,012
|
Total
|
147,591,455,321
|
以下是星洲的专访
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