half-year profit at US$6.1bil.
QUOTE(AdamG1981 @ Feb 10 2010, 03:45 PM)
Check osk weekly chart
Stock Market V49, MARKET REBORN LIKE A TIGER ROAR !!!
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 Feb 10 2010, 03:54 PM
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#81
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching  
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Hi Adam Tai kor. what is your TP for BHP in 1 mth timeframe?
half-year profit at US$6.1bil. |
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Feb 10 2010, 04:02 PM
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#82
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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You in out very fast one. Before I know it, you already gone.
 QUOTE(SKY 1809 @ Feb 10 2010, 04:00 PM) I am on the boat.  |
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Feb 10 2010, 04:06 PM
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#83
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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I just saw big chunk buying KNM at 3:35pm...
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Feb 10 2010, 04:12 PM
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#84
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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most likely will dump inside deep freezer. Wait for another quarter to decide...
Of course, if I suddenly gone crazy, I'll sell it at all cost.  QUOTE(ashiezai @ Feb 10 2010, 04:10 PM) chyaw r u letting go xdl anytime soon? |
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Feb 10 2010, 04:20 PM
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#85
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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I never average down a counter that I plan to sell.
QUOTE(ashiezai @ Feb 10 2010, 04:17 PM) Planning to average down? Is it silly to average down before selling? |
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Feb 10 2010, 05:05 PM
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#86
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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Most likely... DJ futures now red red... Greece union making noise pulak.
 sometimes feel like other Europe countries should not save Greece...QUOTE(panasonic88 @ Feb 10 2010, 04:59 PM) ahh missed supermax prediction, didnt close at 4.8x, but it comes down gradually.  |
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Feb 10 2010, 05:18 PM
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#87
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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This is that guy that cause Latexx keep dropping after results is announced...
7064 LATEXX LATEXX PARTNERS BHD Changes in Director's Interest (S135) Particulars of Director 37 Name : MALIK PARVEZ AHMAD BIN NAZIR AHMAD NRIC/Passport No./Company No. : Nationality/Country of Incorporation : Address: No. 16 Jalan Bukit Indah 3/18, Taman Bukit Indah, 68000 Ampang Selangor Descriptions (Class and Nominal Value): Warrants 2007/2017 Name and Address of Registered Holder: Details of Changes Date of Notice : 10/02/2010 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 08/02/2010 Disposed 19,000 - 2. 09/02/2010 Disposed 44,000 - 3. 10/02/2010 Disposed 52,000 - |
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Feb 10 2010, 05:27 PM
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#88
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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I don't have any Latexx, so won't do anything.
Let those Latexx shareholder do "something". Address is given. QUOTE(mopster @ Feb 10 2010, 05:20 PM) lol chyaw, u sound like u want to dig him out and @&#$^#% him.... j/k... |
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Feb 10 2010, 05:39 PM
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#89
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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Not many research paper on RCECAP ler... That's why I downloaded the report. later read at night.
 QUOTE(SKY 1809 @ Feb 10 2010, 05:31 PM) Thanks. Look good on the surface. I let my broker to come out with analysis. Too lazy to look into details. |
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Feb 10 2010, 08:16 PM
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#90
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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at last, I see some projects won by my counter today...
Fajar and CBIP both got a project each... |
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Feb 10 2010, 08:51 PM
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#91
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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the "out of favour" is my main concern. Doing business here is not about how good you are... is about how good is your connection...
That's why I like Naim and HSL QUOTE(SKY 1809 @ Feb 10 2010, 08:35 PM) Frankly, Fajar 's contracts are of a better profit margin so far, and also the co places the important of cost controls, though Fajar is a small co as compared to Gamuda or WCT. Being small, the fixed overheads could be low. Its cash position is still very healthy, with improved dividend payment. The danger is they could be " out of favour" with some powerful people. Other big contractors could win the contracts with slim profit margin. Only book orders look good. Gamuda has cost overrun problem for the train project. Fajar is more careful on that part. They also have the expertise in certain areas. Added on February 10, 2010, 8:57 pmIIRC, one of the shareholder is dumping it... I think is HSBC... QUOTE(Suicider @ Feb 10 2010, 08:34 PM) Wonder why CBIP got beaten down so much in the past few days This post has been edited by chyaw: Feb 10 2010, 08:57 PM Any news as I am eyeing to buy some |
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Feb 10 2010, 09:01 PM
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#92
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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Infrastrutre wise is a bit behind, that's why now got tons of projects to improve it.
Today news said that a smelter is going to build. More contract coming.  We can expect more SCORE related projects coming in soon All these need basic infrastruture... QUOTE(SKY 1809 @ Feb 10 2010, 08:57 PM) I think East Malaysia is still behind West M by 10-15 years, perhaps. Probably is quite close to our Dr M 's Era. Still in the comfort zone perhaps.  |
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Feb 10 2010, 09:15 PM
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#93
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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I don't dare to touch on political topic.
 offline can talk lar, but not in public forum. QUOTE(SKY 1809 @ Feb 10 2010, 09:06 PM) Sorry , I refer to Political Era, not the economic Era. East M still have vast resources on their lands. Resources Rich. |
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Feb 11 2010, 08:31 AM
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#94
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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Anyone got RCECAP research paper pls post here! Thanks!
Got problem understanding its cash flow... |
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Feb 11 2010, 08:48 AM
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#95
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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Adam Tai kor. Yesterday, I asked about your TP for BHP in 1 month. Can you share your view?
BHP in DJ drop 2.5% after announcing double 1H profit QUOTE(AdamG1981 @ Feb 11 2010, 08:34 AM) JCY will reduce size of IPO. Aussie employment change handily beats expectations. AU rallying Added on February 11, 2010, 8:36 amBy Joyce Koh and Soraya Permatasari Feb. 11 (Bloomberg) -- JCY International Bhd.’s owner reduced the size of an initial public offering of the Malaysian supplier of components for Western Digital Corp., a person with direct knowledge of the matter said. YKY Investments Ltd. sold about 383 million JCY shares to institutional investors, 19 percent less than it had initially planned to sell, the person said, declining to be identified. |
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Feb 11 2010, 08:54 AM
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#96
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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Thanks for the info. I'll take note on that.
QUOTE(AdamG1981 @ Feb 11 2010, 08:51 AM) BHP - Tricky in terms of valuations. In terms of its business, it needs to commit to a very high capex and also depends on the velocity of money created in China. In other words, the earnings is very dependent on China's thirst for iron ore. And if China is tightening, BHP is on the backfoot because analysts do not have a reliable computer model to determine the declining rate of money supply and growth in China. The risk here is political policy and monetary policy. PBOC might say easy , loose, or whatnot but the fact of the matter is PBOC is making life difficult for BHP. |
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Feb 11 2010, 09:02 AM
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#97
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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I think China iron demand will drop or flat this year...
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Feb 11 2010, 09:26 AM
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#98
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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I'm still holding.
No money to buy and market is quite uncertain now...  QUOTE(AdamG1981 @ Feb 11 2010, 09:20 AM) No one buying osk?? |
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Feb 11 2010, 09:40 AM
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#99
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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more like a trap.
QUOTE(ashiezai @ Feb 11 2010, 09:32 AM) Aiya ... Dialog and Harta-ca ran chicken liao |
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Feb 11 2010, 09:51 AM
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#100
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Senior Member
7,176 posts Joined: Dec 2006 From: Kuching
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HwangDBS research paper turn into a feng shui paper.
Sorry... unable to post due to LYN.. |
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