The positive point .. there is no serious damage to our economy during this financial crisis, and liquidity is very good.

the Cons : too many monkeys in our politics.

No serious attention given to the Actual Improvement.

I believe FF still have 200M shares to dump

KNM delisted from 2nn Board, relisted in Main Board

Not in ACE Board.

This post has been edited by SKY 1809: Aug 11 2009, 11:52 AM

I do not think you make much by swinging from left to right.

IF like that ,, borrow from Ah Long also worthwhile.

Those Swing trade tarzans into hibernation now

Thanks for your updates.

I sold my Bursa CL at 70sen ( ABP 56sen )

Planning to buy back at 60sen.

---

Added on August 11, 2009, 12:53 pmYou buy any RCE Cap ?

This post has been edited by SKY 1809: Aug 11 2009, 12:53 PM

I do swing trades from Bursa CL to Fajar warrants, now parking at RCE Cap.

I do that because too greed to take some profits just in case got Sept or Oct Crash.

Still keeping my Fajar mother shares ( bought at 1.20 )

This post has been edited by SKY 1809: Aug 11 2009, 01:11 PM

MM market Makers aka sharks buying

FF - foreign Funds selling

RCE Cap Fair Market Price upgraded to 90sen.

For stock moves once in a while, mostly MM have too much stocks in hand and need to offload some.

Once the game is over, back to the square one.

Just my personal opinion only.

UALA LUMPUR: Templeton Asset Management Ltd is targeting emerging market consumers and commodities as its investment themes.

“With consumers, there’s simply more of them in the emerging markets (than the rest of the world), and they shop. The potential for sales of new products, in markets such as China and India, is tremendous,” its executive chairman Mark Mobius said on Aug 11.

He said equities markets were in a very bullish trend now and cheap emerging market stocks presented attractive investments.

Addressing the World Capital Markets Symposium yesterday, he said commodity prices, which had retreated since record highs last year, would trend upwards, judging from the recovery in prices.

“We will continue to see lots of fluctuations, but the trend will be going upwards,” he said.

As for commodities, he said palladium was trading at a great discount and it was needed for car manufacturing. The price of palladium had risen from US$192.50 per ounce in January this year to US$273.75 yesterday.

Mobius said confidence in emerging markets was on the rise, as shown by emerging market bond yields over US treasuries, which were shrinking.

“Confidence in emerging markets is increasing, and we don’t see an end to that anytime soon,” he said.

However, a risk to emerging markets included inflation, as central banks would have a natural inclination to hike interest rates and that would dampen interest in equities and debt markets.

Mobius was upbeat about the outlook for corporate earnings next year, describing the way ahead as “very, very bright”, as the downturn forced companies to be cautious on costs and expenses, which would boost profitability.

He noted companies would report disappointing results but there would be a recovery next year, leading to very impressive percentage increases in earnings, which would in turn, drive optimism higher.

Speaking to reporters after the presentations, he advised banks to resume lending and assist companies, especially small- and medium-sized enterprises and reschedule loans.

On the continuing stream of “bad news” about the global economy, he said this was “looking through the rear view mirror.”

However, he expected more good news, while stock market prices would also be a good indication of an economic recovery.

“In the emerging markets, keep an eye on prices. Stock prices are up, in tandem with expectations earnings will improve,” he said.

You need to be Fair also.

Traditionally bulls would be sidelines before any Fed meetings. So bears took the advantages but the volume traded is thin.

After Fed meeting , the bulls would be back in full swing.

Bears could have some Happy Hours, but not too long.

---

Added on August 12, 2009, 8:18 amKUALA LUMPUR: Trading is expected to be lacklustre except for a few stocks on Aug 12 as investors' sentiment is expected to be dampened by the overnight fall on Wall Street.

On Wall Street, stocks fell after a prominent banking analyst warned the sector's fundamentals have yet to improve, and an unexpectedly large drop in wholesale inventories raised worries about an economic recovery.

The drop in US wholesale inventories in June, which was nearly double expectations, showed businesses remained sceptical about a return in demand.

At Bursa Malaysia, stocks which could see some trading interest are banks including BCHB and AMMB.

BCHB is scheduled to release its second results after market close while AMMB put up a strong performace in its 1Q results ended June 30.

AMMB's 1Q earnings rose 27% to RM258.24 million, up from RM202.91 million a year ago, boosted by its strong investment banking business

UAC said its net profit rose to RM5.9 million for 2Q ended June 30, 2009 from RM4.9 million a year ago due to stronger demand for its products due to restocking of inventory by customers and also the substantial gains on disposal of shares. The board declared a gross dividend per share of 12 sen.

Scomi Marine's 2Q net profit rose 55% to RM22.48 from RM14.52 million a year ago, underpinned by improved margins through better operations management. Gross profit margin for the quarter was wider at 26.2% on lower bunker and docking expenses.

NSTP and Media Prima should see some trading interest on expectations that Media Prima would take the newspaper publisher private via a share swap exercise.

AmResearch said Media Prima's FY10F's net earnings should improve 20%, resulting in net effect of 5% earnings dilution.

"This would also avoid earnings leakages from NSTP as we expect NSTP's earnings rebounding from an estimated RM5 million in FY09F to RM39 million in FY11F.

This post has been edited by SKY 1809: Aug 12 2009, 08:18 AM

You are bullish on Maybank Q report ?

Something that we do not know ?

C CEO has some sense of fairness and good judgement. He has been talking about liberation long before Najib took over as PM.

Congratulation to Scomi investors

CI would turn Green to overrule Dow.

Impairment goodwill write off could be 1B this Q , if you do not really mind.

Afterall it is your money, not us.

HPI , another strong fundamental stock on the move.

Indo Stan ( Pakistan ) banks , guessing only.

Also depends how serious is the auditor, can close one eye or not.

---

Added on August 12, 2009, 9:36 amCI is GREEN..for a few seconds

This post has been edited by SKY 1809: Aug 12 2009, 09:37 AM