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Added on September 9, 2009, 10:11 pm
Yes!

Cadbury!!

MPHB vs BJTOTO vs TANJONG.

Mind sharing which one you guys think has more upside.

Lots of good (and inexpensive) on-line brokerages; extensive (reliable) data on which to base investment decisions; useful forums for networking. So you should do very well!

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Added on September 9, 2009, 10:25 pmAt 3:08PM : 4,999.64  Up 52.30 (1.06%)

Why don't you guys pick up top 30 counters by the way?

Problem is it is not going with the flow. It cannot impact the index as well 

I could be biased due to having the stock. I pick Tanjong, because there are still some hidden value of Tanjong asset which can be unlocked through listing its subsidiaries + steady generous dividend on the card.
NTA of it is about Rm10, while PER wise is about 10 only.

MPHB is having some political linked.
Bjtoto basically is about dividend yield generated, company asset is very low only after massive special dividend + capital repayment.

Don't mean other 2 not good, don't get me wrong here, just personal preference.

But if said want to see some explosive upside (goreng one) surely MPHB. But in term of resilience, Tanjong will be better among the listed option, and if FF come in, surely Tanjong is their targetted stock.
Major risk of Tanjong is about IPP contract reviewing or something renegotiation of IPP contract which has been favourable to IPP.

   
Another good day
While those who hold stocks now keep wishing the market to go up, those keeping cash must be cursing now. hahahaha

Stagger buy... you don't want to go all the way in. 

The one that potential can raise interest rate or first to is AUD, which I welcomed that. 

Others especially UK, which is the least chance among all the major countries/currency.

oh ya you study economics...

so you have many relevant reference books right? 

Actually it depends on real interest rates. Nothing more than that.
Inflation will stop this roundabout.

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Added on September 10, 2009, 12:25 am
Neither can anyone else.

it's quite clear from listening to everyone from Roubini to Bernanke to Buffett that no one has a clue what is actually happening....it will take another Keynes - years after the event - to give us a proper historical analysis and perspective.

Totally agree.
The UK is terminally screwed (to use a technical term!). I expect a collapse like Iceland soon and destruction of the pound followed by massive inflation. Poverty, civil disobedience and social insurrection will follow.

You might see Ireland go that way first....

Can't anticipate the wave but u can adjust the course of the ship maaa..........

Absolutely correct.
As the only country in the world where being obese is a sign of poverty - it's going to be get very nasty when the bananas do run out.

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Added on September 10, 2009, 12:41 am

I'm hoping for parity! but a lot  will depend on Zeti (may peace be upon her)

P.S. What you doing at 0.1%?? You can get 6.25% on UK savings accounts if you know where to look.....

You need to ride on a submarine then, submarine doesn't scare of Tsunami. 

How about HSBC?  They're not giving good rates?

Bummer!! 

And can spot the sharks much better....

OT: Barnsley Building Society is paying 5.4pc. Think Bournmouth has 6.25% but for monthly savings up to 250 quid only.
Back on-topic....

Zeti is one of the best assets this country has IMHO.

Who cares....they are all backed by the Gubmint's guarantee up to 125K I think it is now. Even the depositors in those dodgy Icelandic banks that opened in the UK and went bust last year all got their money back
So, I wouldn't worry about a dodgy Indian bank if it is regulated by FSA. Gordo will just take it over, print more notes and pay everyone out.

Doh!

namfatt ok o not?..wishing to buy namfatt tomolo

@pana: though volume is small, the market is rising.

this is not the first time it happened since March '09, even in the past 5 years, it happened when the trend was up.

Volume was so little during recession period, people kept selling, therefore the volume was little. But now, the trend is up, big sharks will buy more; small fish will either go sideway or speculate when would market fall, or will go align with the sharks. It won't fall because big sharks don't sell; big sharks don't sell because the market is going up.

Thirdly, it won't have huge downturn cos we have been through consecutive 6 months of rising. Even if it falls, it will be resume and back to the trend within 2 weeks time or so. This happened before last year, around April if I'm not mistaken.

This is what I've obseved and studied about. Just to share only, may not correct.

not mine. just helping a friend.