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 Stock Market V50, HUAT AH!!! Tiger Roar, Market Rise!

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darkknight81
post Feb 25 2010, 04:49 PM

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QUOTE(cherroy @ Feb 25 2010, 05:46 PM)
Panamy has a good result.  thumbup.gif

Can expect generous div in the coming March ended financial result.  icon_rolleyes.gif
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Any source?
darkknight81
post Feb 25 2010, 05:14 PM

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QUOTE(cherroy @ Feb 25 2010, 05:58 PM)
3Q EPS 36 cents

Can view through KLSE website.
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Wow almost 38% jump in term of EPS by comparing with 2008 quarter.
darkknight81
post Mar 1 2010, 03:15 PM

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QUOTE(mopster @ Mar 1 2010, 04:09 PM)
Panamy divvy is still some time away... hopefully i have bullet to wallop some by then... biggrin.gif
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Yup. Hope can enter some at RM 12. laugh.gif
darkknight81
post Mar 1 2010, 03:38 PM

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QUOTE(chyaw @ Mar 1 2010, 04:21 PM)
fully agree. I'm sure those that bought panamy knows that Q4 is div season for panamy. why dump now?
Cherroy! How much Panamy you got?  drool.gif  drool.gif  drool.gif
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If i am not wrong cherroy taikor entry price was around RM6-7. As i have discuss this counter with him when it was trading at around RM 11....But i ended up didn't buy also as i see its EPS keep on deteriorating for the past few years. But this quarters it seems the EPS has surge up liaw
darkknight81
post Mar 1 2010, 03:55 PM

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QUOTE(panasonic88 @ Mar 1 2010, 04:45 PM)
and have you hop in KPJ cruise? or still waiting at 2.20?
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Not yet. My target price is RM 2.00 tongue.gif I will not give way punya laugh.gif


darkknight81
post Mar 2 2010, 04:50 PM

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QUOTE(panasonic88 @ Mar 2 2010, 05:42 PM)
lately tarak appetite for warrants. maybe old liao, only opt for divvy stock tongue.gif
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Your haio earned you quite handsome profit already what wink.gif
darkknight81
post Mar 2 2010, 05:18 PM

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QUOTE(jasontoh @ Mar 2 2010, 05:52 PM)
TWS how? Can masuk?
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i plan to exit if it reached 3.00 tongue.gif
darkknight81
post Mar 4 2010, 11:35 AM

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QUOTE(StupidGuyPlayComp @ Mar 4 2010, 12:20 PM)
thumbup.gif I am bad guy, I wish 50bps, then can shopping again........I still hold more than 50% of cash, hand icthy
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i can say 50bps is impossible lol.. I doubted that bnm will raise 25 basis point wink.gif So far US and China only raise their SRR but not their interest rates.
darkknight81
post Mar 4 2010, 03:01 PM

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QUOTE(StupidGuyPlayComp @ Mar 4 2010, 03:49 PM)
smile.gif noob question again, if Panamy do not giving any divv through out the 12years, share price became double because of the cash accumulate in the company, it same tongue.gif
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I prefer cash in my hand doh.gif

I will doubtful if the company keep on reporting good results but did not give me any cash... I will doubt that where the money go to.....
darkknight81
post Mar 4 2010, 03:30 PM

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QUOTE(protonw @ Mar 4 2010, 04:20 PM)
I am totally agree with you cherroy taikor, this panamy must be my top priority in my watch list... brows.gif
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However i believe panamy dividend at current are mostly less 25% tax. So after the implementation of single tier dividend on 2014 will the dividend be reduced by 25% ?
darkknight81
post Mar 4 2010, 03:54 PM

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QUOTE(cherroy @ Mar 4 2010, 04:44 PM)
Less 25% is better than single tier actually, as those at lower tax bracket will enjoy the benefit.

Rm1.00 dividend, either Rm1.00 less 25%, or Rm0.75 single tier. 

So to answer to question basically yes.

BAT is the classic example which they have implemented the single tier.
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nod.gif That is my concern to buy dividend counters which does not have any oversea operations as i am worry that the dividend received will be reduced in time to come.
darkknight81
post Mar 6 2010, 09:46 AM

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QUOTE(SKY 1809 @ Mar 6 2010, 10:31 AM)
That is not my point.

I am more concern with  Accounting Practices give way to " TOO BIG TO FAIL " corporations.

The universal concept of Fairness to all ( big or small alike )  is seriously in doubt.
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Sky,

that is the sad story for ikan bilis like us who swim together with the sharks.... wink.gif For maxis CASE ANANDA Krisnan is the one who benefited the most.By listing maxis (malaysia operations) for the second time he parred down the company debts ...Why don't he listed maxis oversea operations as well?

Thats y i am doubtful also on the listing of TAGB with IPO PRICE same with its par value. Trying to dig out more information on this counter.

There must be something behind for the boss for IPO not just "FUND RAISING" so simple i believe. hmm.gif

This post has been edited by darkknight81: Mar 6 2010, 09:52 AM
darkknight81
post Mar 6 2010, 11:14 AM

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QUOTE(SKY 1809 @ Mar 6 2010, 10:57 AM)
Yes, I agree with you.

The IPOs change a lot today.

It is more of spreading the risks ( transferring risks to small fish ) as the business worldwide is at great uncertainty and facing fierce competition . Of course , it is hidden under " Fund Raising " Objective. It is more like someone is buying an insurance policy, with no " intention " to claim but likely in future.

On the other hand, listed companies with good cash piles , more and more are taken into private ( relevant to dividend  investors like you )

" TOO BIG TO FAIL " is likely to fail in next crisis.

Breaking up of very large Corprations  into smaller units would also  lower the risks in time to come. The old school of thought of  " Specialisation" i.e doing what you are really good at is making a come back.

The recent changes ( more to come ) to banking rules that  make Banks more difficult to own Banking, Insurance and Broking Business under one entity , unless you have very huge Paid up Capital to support. So breaking up could be another good option.

Could be more IPOs  coming the way.

Just my personal opinion
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Should be nod.gif The idea behind is they still own the company and spread the risks.
For me i will never touch IPO.

This post has been edited by darkknight81: Mar 6 2010, 11:16 AM
darkknight81
post Mar 6 2010, 11:26 AM

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QUOTE(SKY 1809 @ Mar 6 2010, 12:14 PM)
I am glad you do that.

My intention is create some awareness among the small fish like us.

Never my intention to cause any sell downs of Maxis , if any.

notworthy.gif With due respect to Maxis shareholders.
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Small fish always on the losing side. It is fact that we have to accept doh.gif

Same goes to other counters not only Maxis
darkknight81
post Mar 6 2010, 01:13 PM

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QUOTE(SKY 1809 @ Mar 6 2010, 12:31 PM)
Just to enlighten you that in many developed markets.

Big fish could  holds 20% and control, the rest 80% belongs  to smaller  fish (  through unit trusts and so on ).

Again , that 20% could belongs to a family as a whole.

Another way of spreading the risks, if you want to call it.

It ends up , CEO is very powerful person, for good or for bad.
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Yup but this only apply to those mature market E.g. Singapore, UK etc. In shorts the major shareholder cannot make decision alone.

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