6 death for H1N1 infected one...

Not something good news though, may be this drive some speculation based on those glove stock.

Gain money also got dilemma one meh?

Lately fund managers are selling this counters, even its directors are sold a few at 1.00. Signal 1.00 a bit high for this stock?

Directors buying/selling generally tell something one although not a must.

Generally, yes, you are become the shareholder of the other company as well as soon you receive the share dividend.

For short term trade, actually it is not fair to compare directly.

Just like Citi is the star performance in US because, rise more than 300% from the low, but most people lose money in this stock at least until now.

A lot of time, market crash around this time Sep or Oct.

Last year the big bear in multi-decade started and take control around September as well, which nosediving event start due to Lehman.
911.
1929 crash
1987 crash

The previous recession of 2002 also hit the low point during September

Don't know it is coincidence or not.

Don't mean to say Sep is a dangerous month, just it is the history of the market.

Edited, after I posted, I also found this is an interesting fact/history as well.

This post has been edited by cherroy: Aug 10 2009, 11:55 PM

Actually one doesn't need to follow or not follow, read up other opinion (like or not like doesn't matter) is good to remind and enlight us for broader view.

1) it is expensive based on valuation or just share price? It view expensive based on share price, then the word expensive is wrong already. No offence.

2) Diversified or not, it is up to individual risk appetite. There is no right or wrong.

3) Never try to time the market for long term investment, market 'time' you back if one is looking for it. Can't say 20% margin is right or wrong. As we just have severe downturn which just happened in multi-decade time, so now it is bounce up on recovery. In norm time, over long term, a gain of 10~20% pa is considered a very ok and good performance already.


Axreit is not a ordinary stock, it is a reit.

Reit is never as same as normal stock.

China market down nearly 5%.

Bubble bursting?

The most fear is if China bubble bursting, world economy ended like Japan model.

One thing for sure, loan growth is bubbling there.

Fed is 99.99999999% won't be adjusting the interest rate.

China market moves on its own one, never take cue from overseas market because it is more a closed market, not a fully open market.

TM should be a boring dividend stock (fixed line, broadband business is steady but growth rate is low)
while Axiate is more a growth stock as international line and mobile communication can be highly volatile as well as Axiata has some overseas similar operation as well.

So it is nature for Axiate to be more volatile than TM.

In stock market, what investors most concern is the ability of the company generate profit, not about what they owned (important also, but more secondary).

Just like BAT has nothing in their book, but every year it can generate lot of profit and dividend to its shareholders, which make lot of people want to own it eventually higher share price.

So back to a property company, it might have lot of land, but those just vacant land which generate nothing to the company, so investors are less interest compared to BAT as above example, so lower share price.
The situation is as same as a shoplot, you can own a shoplot at 500K but no tenant, so even at your book worth 500K, it is a liabilities as it generate nothing while need to pay quit rent and assessment every year. So it is not right for investors to buy the equivalent 500K bookvalue (or NTA) althought those properites might have potential for appreciation.

Good recommendation

Type "mopiko" in stock name/code on the online portal, error generated.

This post has been edited by cherroy: Aug 13 2009, 04:21 PM

My guess is adjustment due to treasury share given out last time.

This recession/crisis is one of the worst that happened since 1930's, so may be need to wait another 70 years to have as deep as just passed stock market meltdown.

It is not normal to see market plunge like last year one.


Things evolve and changing from time to time. Now blue chips, 10 years later might become potato chip.

GM was big blue chip 20-30 years ago, now left with ash only.
Citi was big blue chip just before the crisis now become potato chip.

UEM Bhd was considered blue chip before 1997 and one of foreign investors loved darling, went up until 20.00 before. Now apa chip put tak ala.

AIG has reversed stock split. 20+ shares become 1 like that, (if not mistaken)

Because its mothershare always good dividend, which is disadvantage to the warrant holder, also gearing is low.

If really interested in this stock, I would rather go for mothershare directly which pay good dividend every year while warrant has none. So sum up why this warrant has negative premium becaus discounting the dividend issue.

Only one way, if USD tank means some other currencies will go up, like AUD.

You cannot have all major currencies tank one, as currencies exchange rate is relative one. Cannot possible to have all go down, get what I mean.

USD tank means its value loss against Yen, AUD, Euro etc. You cannot have all tank together one, if all tank together, the exchange rate remain the same, then there is no tank at all.

Unless saying people lose confidence on paper money which by then mean financial market meltdown already, everything worth little, even commodities. People only lose confidence in paper money in severe inflation time which is not happening right now.
People only lose confidence in money if those money cannot buy them something equivalent to.

This crisis has showed, you cannot escape if there is meltdown in financial market, everyone is a loser. See how crude dropped from 140 to 30, steel price dropped more than 50%, copper also same, gold value might be holding but not going up either.
No possible to have barter trade in gold, we have not enough gold for meet the amount of world trade currently. If there is, it just means another bubble/problem, gold price sky-rocketing.

Marke crash is not a major fear, in history we have crashed so many times, but eventually always recover. We had the most severe case of 1997 Asian crisis, everything was chaotic at that time, still we are through, and good stock make even higher than pre-1997 level now. (2x or 3x higher than pre-1997 level)

The higher probability in near future, is like what Japan had experience after the real estate bubble burst during 80's.

This post has been edited by cherroy: Aug 14 2009, 02:25 PM

YTLE is the company getting the Wimax, not YTLpower, if not mistaken.

YTLP carries massive debt as well, so cannot say nothing to do with money. Somemore money could be needed for expansion on its own.

YTLP cannot simply channel the money to YTLE directly, if not it would another case of inter-company loan issue like Bjtoto with Bjland.

Also YTLE major shareholders is YTL, not YTLP.