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 STOCK MARKET DISCUSSION V65, Plantation Surge & CI 1500 and beyond

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yok70
post Nov 11 2010, 12:32 PM

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wah...osk close nice nice at 2.00 on first session. rclxms.gif

From Alex's TA:

OSK broke above the strong horizontal resistance at RM1.55-1.60 & flew. Its next resistance is at RM2.00, RM2.25 & RM2.40.

After its sharp rise yesterday, the stock may have to consolidate for a while before challenging these resistance levels.


Hopefully consolidating already ends. Then here comes the 2.25 resistance. tongue.gif

yok70
post Nov 11 2010, 12:33 PM

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QUOTE(SKY 1809 @ Nov 11 2010, 12:30 PM)
CIMB then buys TA laio
*
good good! malaysia may really become asian financial central, everyone happy! rclxms.gif

yok70
post Nov 11 2010, 12:37 PM

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Why all packaging companies lao sai lately? Tomypak, Daibochi...because of USD rate?

Ask again since no answer when i asked last time (sorry sorry! blush.gif ): Is plastic has anything to do with rubber price? Packaging is mainly using plastic and paper, right?

Thanks!! notworthy.gif

yok70
post Nov 11 2010, 12:41 PM

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QUOTE(Superman7 @ Nov 11 2010, 12:39 PM)
O&G up up, Waseong heavy down
any idea what happened?
*
don't know.
But wahseong is not taikors research houses pick woh. blush.gif


Added on November 11, 2010, 12:42 pm
QUOTE(qooconcept @ Nov 11 2010, 12:11 PM)
Dialog lai liao...
*
what happen to dialog? mind share the news?


This post has been edited by yok70: Nov 11 2010, 12:42 PM
yok70
post Nov 11 2010, 12:47 PM

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QUOTE(GregPG01 @ Nov 11 2010, 12:42 PM)
CIMB issue a report on plastics some time back, about high prices of the polyester that shoots up. Their recent earnings not that great as well I believe.
*
I see. Thanks! notworthy.gif


yok70
post Nov 11 2010, 12:50 PM

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Polyester is a synthetic fiber derived from coal, air, water, and petroleum. Developed in a 20th-century laboratory, polyester fibers are formed from a chemical reaction between an acid and alcohol. In this reaction, two or more molecules combine to make a large molecule whose structure repeats throughout its length. Polyester fibers can form very iong molecules that are very stable and strong.

Polyester is used in the manufacture of many products, including clothing, home furnishings, industrial fabrics, computer and recording tapes, and electrical insulation. Polyester has several advantages over traditional fabrics such as cotton. It does not absorb moisture, but does absorb oil; this quality makes polyester the perfect fabric for the application of water-, soil-, and fire-resistant finishes. Its low absorbency also makes it naturally resistant to stains. Polyester clothing can be preshrunk in the finishing process, and thereafter the fabric resists shrinking and will not stretch out of shape. The fabric is easily dyeable, and not damaged by mildew. Textured polyester fibers are an effective, nonallergenic insulator, so the material is used for filling pillows, quilting, outerwear, and sleeping bags.


Added on November 11, 2010, 12:51 pm
QUOTE(harry1125 @ Nov 11 2010, 12:50 PM)
here is the report cool.gif
i think plastic more link to ONG instead of rubber, probably the falling because of penang policy?
*
Thanks! notworthy.gif


Added on November 11, 2010, 12:52 pmAny latest Daibochi paper? Thanks!!! notworthy.gif


Added on November 11, 2010, 12:54 pm
QUOTE(SKY 1809 @ Nov 11 2010, 12:47 PM)
Plastic is not the GREEN thing, companies in overseas avoid Plastics.
*
Is it? Gosh! And they called themselves Daibochi Plastic some more! doh.gif


This post has been edited by yok70: Nov 11 2010, 12:54 PM
yok70
post Nov 11 2010, 01:00 PM

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QUOTE(SKY 1809 @ Nov 11 2010, 12:56 PM)
KUALA LUMPUR: CIMB Equities Research begins coverage on Muhibbah Engineering Bhd with a Trading Buy call and target price of RM2, pegged to a 20% discount to its RNAV.

The research house said on Thursday, Nov 11 that the company is  a midsized contractor that has diversified into cranes, shipbuilding and airport/road maintenance concessions.

“In addition to riding on the improving outlook for project flows in both the local and overseas markets, Muhibbah may soon see a resolution to the payment issue for the Asia Petroleum Hub project, which has been a major drag on its share price.

In addition to the likely resolution of the APH project, CIMB Research said the share price could be catalysed by (i) better-than-expected quarterly performances, (ii) more contract wins, and (iii) a recovery in investors' sentiment on the stock as its foreign shareholding has plunged from 41% in 2007 to a low of 6% now.
*
wah....good news! gotta eye on this one too....so many to buy...what lah, me shopaholic! doh.gif


yok70
post Nov 11 2010, 01:02 PM

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QUOTE(SKY 1809 @ Nov 11 2010, 12:47 PM)
Plastic is not the GREEN thing, companies in overseas avoid Plastics.
*
from daibochi homepage:

As a manufacturer of packaging materials, we are aware of the impact packaging materials has to the environment, and we provide lightweight energy efficient packaging solutions that assist reducing losses and increase the shelf life of perishable goods in the lightest types of packaging materials available. Compared to alternative packaging solutions, flexible packaging has a significantly reduced overall lifecycle impact to the environment. That said, at Daibochi we studiously undertake new initiatives to
develop:

Lighter high barrier packaging solutions>
Reductions in manufacturing waste
Reductions in electricity consumption
Reprocessing of wastes where possible
Development of applications of waste to create new downstream products

tongue.gif


Added on November 11, 2010, 1:03 pm
QUOTE(harry1125 @ Nov 11 2010, 01:01 PM)
here you go cool.gif  cool.gif
*
thanks!!! notworthy.gif


This post has been edited by yok70: Nov 11 2010, 01:03 PM
yok70
post Nov 11 2010, 03:05 PM

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QUOTE(winc87 @ Nov 11 2010, 02:58 PM)
Just after pana lady joined muhibah, it broke rm1.4....  rclxms.gif
*
WAH........ shocking.gif

yok70
post Nov 11 2010, 03:18 PM

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QUOTE(winc87 @ Nov 11 2010, 03:07 PM)
yok70, still keeping your malton? I remembered you have this last time..
*
ya i had it twice, but all sold already before recent rally. doh.gif

you have it? congrat!! rclxms.gif

yok70
post Nov 11 2010, 04:20 PM

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Alam, come on! catch up with the big boys! come on catch up!! flex.gif

yok70
post Nov 11 2010, 04:32 PM

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QUOTE(cherroy @ Nov 11 2010, 03:56 PM)
Higher yield somemore  icon_idea.gif

Before ex 0.92
After ex 0.90.

Set aside the 1.78 vs 2 cents and witholding tax issue

With 1.8 cents DPU

at 0.92 = 1.8/92 = 1.96%
at 0.90 = 1.8/90 = 2%
*
I don't know why Arreit still being kind of laggard as its assets size actually the third biggest in REIT, right? With great yield record some more! Its TP of 1.19, when can achieve? Look at Sunreit, Axreit, even small Hektar, they all already near to their FY11 TP. hmm.gif
Everyone still no confidence in government management kah? laugh.gif




yok70
post Nov 11 2010, 04:34 PM

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QUOTE(panasonic88 @ Nov 11 2010, 04:29 PM)
I joined you for ALAM.

This one was one of Sam's call on last week.  icon_rolleyes.gif
*
Gold finger joins! Sure huat lah!! Even better than Sam! rclxms.gif

yok70
post Nov 11 2010, 04:37 PM

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OSK go! go close at 2.00! flex.gif

yok70
post Nov 11 2010, 04:40 PM

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QUOTE(cherroy @ Nov 11 2010, 04:37 PM)
You need to look at the properties portfolio to compare as well
*
I thought Arreit's properties are quite safe...and it maintains 100% rental rate that's amazing. shocking.gif
Unless people doesn't like too diversify profile such as Arreit's properties. hmm.gif

yok70
post Nov 11 2010, 04:41 PM

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QUOTE(GregPG01 @ Nov 11 2010, 04:39 PM)
All booked your GENS ?
*
I worry a bit on tonight's report, since everyone so bullish on its last quarter performance. sweat.gif

yok70
post Nov 11 2010, 04:42 PM

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QUOTE(cypher @ Nov 11 2010, 04:40 PM)
i prefer it close at 2.1, then tomolo or monday all will rush for it adi...and it will go even more higher~~ tongue.gif
*
lets do 2.4x as in Alex's TA (2nd resistance tongue.gif )

yok70
post Nov 11 2010, 04:42 PM

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As usual, Kencana kena profit taking so soon! So many contra players in this stock. doh.gif
yok70
post Nov 11 2010, 04:44 PM

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some one purposely dragged down muhibbah's price! So obvious. laugh.gif


Added on November 11, 2010, 4:46 pmrcecap, you can do it. just slow slow climb up. thumbup.gif


This post has been edited by yok70: Nov 11 2010, 04:46 PM
yok70
post Nov 11 2010, 04:49 PM

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supermax climbs up to green woh. shocking.gif


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