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

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teehk_tee
post Nov 12 2010, 11:32 AM

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checking in to good news.

FAJAR-WA!! wub.gif
teehk_tee
post Nov 12 2010, 11:50 AM

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QUOTE(mopster @ Nov 12 2010, 11:47 AM)
worse still. i'm neither.... goreng die. invest also die...  shakehead.gif  sad.gif
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sure boh.. ur analysis very nice as always icon_rolleyes.gif
teehk_tee
post Nov 12 2010, 11:56 AM

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QUOTE(harry1125 @ Nov 12 2010, 11:54 AM)
why? u can convert it to mothershare right?
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um, call warrants are cash-settled. warrants can convert to mothershare.
teehk_tee
post Nov 12 2010, 12:18 PM

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QUOTE(harry1125 @ Nov 12 2010, 12:01 PM)
yes, just pay cash + warrant = mother share, right? smile.gif


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i think you got it mixed up.
cash settled means at the end of the warrant lifetime u'll get cash back. only warrants can convert to mothershare.
teehk_tee
post Nov 12 2010, 12:20 PM

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QUOTE(smartly @ Nov 12 2010, 12:16 PM)
CARLSBG got very good profit.
9mths eps 33.61, think can reach 44 in next q.
another GAB ??
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RHB's research today

QUOTE
Carlsberg:

¨      Within expectations as margins remain under pressure.

¨      Fair value is raised to RM6.60 (from RM6.03). Maintain Outperform.
teehk_tee
post Nov 12 2010, 12:28 PM

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QUOTE(yok70 @ Nov 12 2010, 12:22 PM)
mind to attach the paper here? Thanks!!  notworthy.gif
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it's a daily update that i get through my email.

here's the printscreen.

user posted image

teehk_tee
post Nov 12 2010, 12:35 PM

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QUOTE(yok70 @ Nov 12 2010, 12:25 PM)
i wanna ask, when the end of the warrant lifetime, do we automatically get the cash?
As for the mother share case, will they post us a form or something to inform us to make the choice of converting to mother share? Or, our warrant will simply become toilet paper if we FORGOT its expiry date?

Thanks!!  notworthy.gif
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i'm quite sure for cash-settled CWs, they will pay u back in cash. but how the whole mechanism works im not that sure. For warrants, there are American / European style warrants, but warrants that are not exercised on expiry become worthless .

so better keep a good eye biggrin.gif

This post has been edited by teehk_tee: Nov 12 2010, 12:36 PM
teehk_tee
post Nov 12 2010, 08:49 PM

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QUOTE(Icehart @ Nov 12 2010, 07:15 PM)
You guys got make any profit today?
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portfolio flat today.

just turned on my comp to check, and WOW the CI actually fell to 1490, that is some massive volatility in one day. ohmy.gif
teehk_tee
post Nov 12 2010, 09:09 PM

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QUOTE(sharesa @ Nov 12 2010, 09:02 PM)
you are so lucky it is flat, I  -0.65% cry.gif  sweat.gif
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my portfolio is quite a laggard sad.gif which is good when the market's like that.
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post Nov 12 2010, 09:22 PM

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QUOTE(jasontoh @ Nov 12 2010, 09:10 PM)
Refreshed my spreadsheet. Die biggrin.gif biggrin.gif . Drop almost 2%


Added on November 12, 2010, 9:11 pmHow will P&O kena when the divestment plan called off?
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it's already fallen around 20% off its peak. worst case scenario is it follows KNM's trajectory when Lee Swee Eng called off his privatisation plan. just what i think. unsure.gif

This post has been edited by teehk_tee: Nov 12 2010, 09:23 PM
teehk_tee
post Nov 12 2010, 09:35 PM

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QUOTE(othme @ Nov 12 2010, 09:29 PM)
I am just curious. When u guys mention -0.65%, u mean u keep track everyday so that u can calculate the performnce compared to yest? Or ur platform is helping u by auto calculation or something?  hmm.gif
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i recall most forumers here have their own spreadsheet.
i got my own spreadsheet which i dread to update whenever got serious bleeding. (lucky not today tongue.gif)
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post Nov 12 2010, 09:55 PM

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QUOTE(SuperToi @ Nov 12 2010, 09:54 PM)
i beat u easily, i mine arround -8% .. too much of warrants..  cry.gif  cry.gif  cry.gif
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u loaded up on Gens warrants? they were hit superhard
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post Nov 12 2010, 11:44 PM

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QUOTE(billeu @ Nov 12 2010, 11:38 PM)
i think lcth long term is good. Anyway, can i hv clearer picture on their nature of business? what are they doin actually
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manufacturing of precision plastics.
i havent a clue what is precision plastics so i think of daibochi and add on some technological precision to it. tongue.gif

This post has been edited by teehk_tee: Nov 12 2010, 11:45 PM
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post Nov 14 2010, 05:00 AM

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oh good, finally a good time to go shopping tongue.gif
35% cash come on bruce.gif
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post Nov 14 2010, 07:58 PM

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QUOTE(SKY 1809 @ Nov 14 2010, 05:06 PM)
AS reported in the Edge and just my intrepretations :-

1) Saachs is appointed by OSK to look for a buyer- 2 big banks ( Maybank and ICBC ) are interested  so far. Price could be an issue. 3X price/book value ( what OSk is looking for ).

But if the deal to strike at 2x Price/value , still good for small investors , right ?

Regards.
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OSK's BV is 1.68. eh i thought the article in btimes was putting the price tag at around 2x (3.36), i feel1.5x was more realistic since it'll be at a premium of 25% to a closing price of RM2, but not attractive for Ong the controlling stakeholder.

but if OSK is looking for 3x P/BV (3x is 5.04 drool.gif) then.. i'd sailang this stock. better than supermax. (last part was blow water only tongue.gif)

btimes article
http://www.btimes.com.my/Current_News/BTIM.../#ixzz151T8P2GS

notworthy.gif
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post Nov 15 2010, 08:34 AM

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wah, YTL T/O at 8.47

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post Nov 15 2010, 09:21 AM

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YEN - goreng in progress hmm.gif
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post Nov 15 2010, 11:36 PM

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QUOTE(yok70 @ Nov 15 2010, 11:33 PM)
We small fish loh, what to say.  shakehead.gif
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small fish swim with the big fish, stomach still will be full biggrin.gif
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post Nov 15 2010, 11:42 PM

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QUOTE(zamans98 @ Nov 15 2010, 11:41 PM)
don't become another LCL, from 80cts now 5cts  vmad.gif
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were u hit by LCL?
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post Nov 16 2010, 09:43 AM

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im seeing red chips everywhere, and red colour

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