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 STOCK MARKET DISCUSSION V66, PET.CHE In & BJTOTO Out, CI will leap ??

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Mr.LKM
post Nov 16 2010, 09:02 PM

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What are the defensive counters that you have in your mind?

I have Dialog. smile.gif
Mr.LKM
post Nov 16 2010, 09:49 PM

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QUOTE(kv165 @ Nov 16 2010, 09:17 PM)
Hi! All taikor here, need your help in IT matter.
I am trying to access my HLeB using a new laptop( using window 7 home, IE8)  but some how the share platform screen only show around 3 quater of the stock screen, and I can only see the "buy" button and small part of the "order" button, the "sell" button is totally disappeared. I have tried log off and on many times but still facing same problem.
Any taikor here has any idea how to overcome this ?.
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What about other browser like Firefox?
Mr.LKM
post Nov 17 2010, 12:01 AM

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QUOTE(GregPG01 @ Nov 16 2010, 11:56 PM)
i think that if wanna sell, should sell at the first sign of correction (last friday OR monday' confirmation). if not, then hold. no point, hold2 then sell later on. start with the suckers and keep the good ones. just my 2 kupang.

btw, anyone 50% or even 100% in cash ? shopping time will be interesting .  rclxm9.gif  rclxm9.gif  rclxm9.gif
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Compound investment my friend. smile.gif
Mr.LKM
post Nov 17 2010, 12:16 AM

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QUOTE(Jtic @ Nov 17 2010, 12:10 AM)
dow -160points liao~
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Doom is imminent.
Mr.LKM
post Nov 17 2010, 12:38 AM

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QUOTE(teehk_tee @ Nov 17 2010, 12:28 AM)
personally, i think correction's gonna end soon. judging from several individual stock charts i'm looking at now plus the KLCI chart. the technicals (timeframe, 30d SMA, previous 2 fibo retracements, stochastic, OBV divergence) also indicate it might have found a bottom.

anybody notice after opening few days after raya the CI went berserk? might do the same on thursday.

in any case, for me the shopping spree clock ticking liao sweat.gif

just me 2sen smile.gif
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I reckon the broader market outlook i.e. the Ireland crisis and poor US stock market performance will mar KLCI performance in short term. Let's see if DJ will perform well before our market reopens on Thursday.

*I am by no means expert. biggrin.gif
Mr.LKM
post Nov 17 2010, 06:54 PM

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QUOTE(cherroy @ Nov 17 2010, 06:26 PM)
Hahahaha, good one.  thumbup.gif

But in truth, hearing this kind stuff, really making ordinary people sick.
QE only make rich become richer, because it inflates asset prices, and especially good for people running business, owning assets including stocks.
While poor still poor, or even more poor due to inflation on daily goods they purchased. 

Where is the financial reform promised?  doh.gif
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This is only partially true. Looking at the bright side, QE will make employers hire new employees as a result of the inflation, cash sitting in the hand of the companies will be utilized instead of deteriorated, just to name a few.
Mr.LKM
post Nov 17 2010, 11:09 PM

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QUOTE(the snowball @ Nov 17 2010, 10:43 PM)
I think it depends. Actually, the US corporation do not need so much cash, they have already have a lot of cash. Perhaps, during the 70s,80s and the 90s, such monetary stimulus may work because money normally stays in US as it is still the best place to put your money. Now, the global financial markets have become so integrated and at the same time, there are more choices for money to flow to, especially emerging markets. So, monetary expansion in US may cause capital inflow into Asia and LATAM. It creates asset bubbles in places like China, Malaysia, Brazil and etc rather than helping the US economy as the money actually do not stay and work there.

I feel that a fiscal stimulus in US actually make more sense than a monetary ones. A fiscal stimulus, the stimulus will be more targeted. At the same time, since US govt is taxing, part of the money spent on fiscal stimulus actually will flow back to them. Assume a tax rate of 20% (the actual one should be much higher), a 600bil stimulus, 120 bil will actually go back to the govt. The stimulus is also more targeted, as in, it will force the money to be spent in US rather than flowing to China and Brazil. But, the current political environment in US makes it impossible for a fiscal stimulus.

On a side note,as for QE2, I think retail investor like us, we need to be careful. We can't use the same trajectory of the previous QE and expect a huge run up in stock price. In QE1, the world is in fear, so, no body actually dare to put money into risky assets like equities despite the talks of a QE. So, the post QE1 announcement stock run up drift is much greater. But, QE2, the market is in a much more stable condition, the post announcement stock run up drift would not be that substantial, cause, it has already been priced in to a certain extend. So, please don't base your investment thesis on QE2 only, a lot of stuff has actually been priced in. Malaysia are seeing signs of hot money inflow even before the QE2 announcement if you look at our MGS yield. So, the announcement on QE2 actually may not provide enough boast to the stock market. As usual, invest with good fundamentals company. Even if you are doing TA, people like Alex Lu also look at some fundamentals to protect them in case the company have good TA prospect and bad FA prospect.
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In fact, Bloomberg just had a report accounting the corporations actually refinance their debts and spend the proceeds in emerging market.

Thanks for your reply smile.gif I appreciate your complimentary effort.

Source: http://www.bloomberg.com/news/2010-11-17/b...tside-u-s-.html
Mr.LKM
post Nov 18 2010, 09:52 AM

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Maybank opens at 8.65. Time to accumulate?

Is the sharp drop due to the dividend paid?

This post has been edited by Mr.LKM: Nov 18 2010, 09:54 AM
Mr.LKM
post Nov 18 2010, 12:27 PM

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How do you define "lot" now? Is it 100 shares per lot?
Mr.LKM
post Nov 18 2010, 02:38 PM

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QUOTE(StupidGuyPlayComp @ Nov 18 2010, 02:36 PM)
biggrin.gif Longkang day for Genting
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9.96 lowest as of today.
Mr.LKM
post Nov 18 2010, 03:07 PM

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QUOTE(harry1125 @ Nov 18 2010, 02:35 PM)
Ermm, last week saw interview from newspaper, Media probably going to announce div + special div. The guy ( i dunno what his title already) say in arrangement and planning.

Somemore i believe with economy turn good, media prima sure will gain more profit from advertisments. They also will be one of the beneficial counter if election come earlier next year. hmm.gif
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I thought they already announced 4sen interim dividend?
Mr.LKM
post Nov 18 2010, 03:18 PM

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QUOTE(harry1125 @ Nov 18 2010, 03:10 PM)
is it? when?  laugh.gif
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4502 (MEDIA)
Single-tier Interim Dividend of 4.0 Sen Per Share
16-11-2010 17:26:45

Entitlement Details:
Single-tier Interim Dividend of 4.0 Sen Per Share

Entitlement Type: Interim Dividend
Entitlement Date: 20101206 05:00PM
Year Ending/Period Ending/Ended Date: 20101231
EX Date: 20101202
Payment Date: 20101231

A depositor shall quantify for the entitlement in respect of:
-Securities transferred into the Depositor's Security Account Before: 20101206 05:00PM
in respect of ordinary transfers
-Securities bought on BMSM on a cum entitlement basic according to the Rules of the BMSB

Registrar's Name and Contact :
Symphony Share Registrars Sdn BhdLevel 6, Symphony House,Pusat Dagangan Dana 1,Jalan PJU 1A/46,47301 Petaling Jaya, Selangor, Malaysia.Tel. No. : 03-7841 8000Fax No.: 03-7841 8151/8152

Remarks:
-

Submitted By:
JESSICA TAN SAY CHOON

Ref Code: 20101116EA00125
Mr.LKM
post Nov 18 2010, 03:27 PM

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Why are so many of you in favor of KULIM instead of the big players like KLK and IOI?

Harry, what's your trading platform? It should show you all the company news.
Mr.LKM
post Nov 18 2010, 03:34 PM

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QUOTE(jasontoh @ Nov 18 2010, 03:31 PM)
Recently sold off free OSK, coupled with some leveraging technique, have cash in hand now biggrin.gif
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What is the agency that offers you leverage?
Mr.LKM
post Nov 18 2010, 04:44 PM

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Sold my MBB holdings at 8.76.
Mr.LKM
post Nov 18 2010, 04:48 PM

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Looks like KLCI closes at 1496.63. The first day since the rally it closes below 1,500.
Mr.LKM
post Nov 18 2010, 07:21 PM

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Do I need to hold the shares before the ex-date until the record date to be eligible for dividend payment?
Mr.LKM
post Nov 19 2010, 10:21 AM

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QUOTE(zamans98 @ Nov 19 2010, 10:01 AM)
huh, fried... (goreng hangus sampai its suspended... hahaha)

I got all JCorp but KPJ  whistling.gif
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Your broker even shows you the acc vol aka the amount of shares hold by that specific trader? What's the broker you use?
Mr.LKM
post Nov 19 2010, 10:24 AM

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Maybank rises to RM9... Seems like the heat is even stronger after the ex-date. I reckon it's better to reinvest the dividend rather than take the cash, what do you think?
Mr.LKM
post Nov 19 2010, 10:27 AM

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Genting is such a nice goreng stock. Dropped to the valley yesterday at 9.96 and now rises to 10.32

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