Feb 6 2012, 01:16 AM
QUOTE(kchong @ Dec 31 2010, 12:43 AM)
Year end again. I issued out an open challenge to Skid, Darkknight & June a year ago that YTL Power is a lousy stock and I'll prove it with results at the end of the year that my stock pick will outperformed YTLP. Time to take stock of portfolio
In 2010, KLSE rose 19.5% vs 2009 closing index.
Genting beats KLSE, up 52.5% year on year. Second best performing stock in my portfolio after Txxxxxx. Party just started. New York racino starts operation in 2011 + Sentosa casino expansion kicks in + Hoi An casino = Super Profit in 2011.
Hartalega beats KLSE, up 30.2% year on year. Could have been better if not due to the high latex price and the negative sentiment affecting the glove sector. 2011 will be an interesting year for Hartalega to gobble up the weaker glove manufacturers like Adventa and Latexx. The other guys will be finished by next year when commodity superbull run sets in momentum and wiped off the profit margin. Hartalega is the only manufacturer insulated well against this effect as butadiene is not linked to oil/latex price. In fact, the higher the price of latex goes, the higher the price of latex gloves will be, making them totally unable to compete with nitrile gloves. 2011 and beyond will see this stock at the top of my portfolio.
This is for Skid, Darkknight and June. Talk is cheap and I've told you against talking like an expert trying to confuse other readers of your amateurish analysis. There are many people following this thread and you're not doing them a favour. Prove with concrete facts and numbers. See the attached charts and get sober up.
YTL Power is a laggard, underperforming KLSE and merely up a lethargic 8.4% year on year vs KLSE 19.5%. Btw, Francis Yeoh is totally out of this mind and loss focus. First it was Wimax, then oil trading and now oil shale. Run for your life while you still can. YTLP is a sinking boat
In 2010, KLSE rose 19.5% vs 2009 closing index.
Genting beats KLSE, up 52.5% year on year. Second best performing stock in my portfolio after Txxxxxx. Party just started. New York racino starts operation in 2011 + Sentosa casino expansion kicks in + Hoi An casino = Super Profit in 2011.
Hartalega beats KLSE, up 30.2% year on year. Could have been better if not due to the high latex price and the negative sentiment affecting the glove sector. 2011 will be an interesting year for Hartalega to gobble up the weaker glove manufacturers like Adventa and Latexx. The other guys will be finished by next year when commodity superbull run sets in momentum and wiped off the profit margin. Hartalega is the only manufacturer insulated well against this effect as butadiene is not linked to oil/latex price. In fact, the higher the price of latex goes, the higher the price of latex gloves will be, making them totally unable to compete with nitrile gloves. 2011 and beyond will see this stock at the top of my portfolio.
This is for Skid, Darkknight and June. Talk is cheap and I've told you against talking like an expert trying to confuse other readers of your amateurish analysis. There are many people following this thread and you're not doing them a favour. Prove with concrete facts and numbers. See the attached charts and get sober up.
YTL Power is a laggard, underperforming KLSE and merely up a lethargic 8.4% year on year vs KLSE 19.5%. Btw, Francis Yeoh is totally out of this mind and loss focus. First it was Wimax, then oil trading and now oil shale. Run for your life while you still can. YTLP is a sinking boat
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