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 STOCK MARKET DISCUSSION V67, Alex's 1447 or 1388.....

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yok70
post Dec 2 2010, 04:00 PM

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QUOTE(jasontoh @ Dec 2 2010, 03:55 PM)
When big guy disposed, is it good or bad? I thought bad coz when they finish disposed, the stocks will go down eventually
*
With good recent reviews on Mahsing's bright future, I doubt the disposal is because of bad news. I bet it's just corporates investment activities. In fact, my wild guess is it could be another M&A coming...just my wild guess lah. blush.gif


yok70
post Dec 2 2010, 04:11 PM

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QUOTE(teehk_tee @ Dec 2 2010, 04:02 PM)
suspecting accummulation?
something has been cooking in the mahsing pot since .. last week? I rmbr something was mentioned in this forum.
been months actually. Just that lately got some news about the M&A possibilities.


Added on December 2, 2010, 4:12 pm
QUOTE(sharesa @ Dec 2 2010, 04:06 PM)
this kuda slow & steady one rclxms.gif
*
ya, i miss this low profile good horse too. doh.gif


Added on December 2, 2010, 4:13 pmour kawan at 16.x now! flex.gif

This post has been edited by yok70: Dec 2 2010, 04:13 PM
yok70
post Dec 2 2010, 04:19 PM

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QUOTE(Mr.LKM @ Dec 2 2010, 04:13 PM)
SIME finally moves. What's the news about IJM?
*
ijm will be benefit from ijmland and mrcb merger. biggrin.gif


Added on December 2, 2010, 4:21 pm
QUOTE(teehk_tee @ Dec 2 2010, 04:19 PM)
ahh.. not a very eventful day today. yawn.gif portfolio unchanged.

DRBHCOM to jump to 1.50 at close? tongue.gif tongue.gif
*
my profile about 0.8% up only. Not much blue chips inside loh. smile.gif

i like that! DRB go 1.50!! flex.gif


This post has been edited by yok70: Dec 2 2010, 04:21 PM
yok70
post Dec 2 2010, 04:58 PM

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QUOTE(protonw @ Dec 2 2010, 04:49 PM)
Today I add more on Maybank... since I lost a lot of good counters included Bstead and DRBh.
*
Me too, bought this afternoon! rclxms.gif
Lets hope after EPF finished buying, price cheong to the sky! thumbup.gif

yok70
post Dec 2 2010, 05:01 PM

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QUOTE(panasonic88 @ Dec 2 2010, 04:50 PM)
Stone Friend stand firm at 16.00 & above rclxms.gif

Panamy decided to move a bit. I miss those days where Panamy running wild~~
*
stone friend stay nice nice above 16! rclxms.gif


Added on December 2, 2010, 5:02 pm
QUOTE(jasontoh @ Dec 2 2010, 04:23 PM)
Now reading forum from my new 24" LCD. Damm, it's just too big.
*
Still too small if you split it to open 4 screens: HKE, SSE, Singapore and KLCI. tongue.gif

This post has been edited by yok70: Dec 2 2010, 05:02 PM
yok70
post Dec 3 2010, 03:08 AM

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Can this boost up supermax price? sweat.gif


Supermax’s Thai wins E&Y Entrepreneur of the Year award

KUALA LUMPUR: Datuk Seri Stanley Thai, Supermax Corp Bhd’s executive chairman and group managing director, was named Malaysia’s Ernst & Young Entrepreneur of the Year 2010.

Thai was chosen from a group of six outstanding entrepreneurs, each leading captains of industry in their own right.

Thai received his award from Datuk Seri Mustapa Mohamed, Minister of International Trade and Industry. In addition to receiving the overall Country Award, Thai was the recipient of the Ernst & Young Master Entrepreneur of the Year category award.

Ernst & Young country managing partner See Huey Beng said: “Thai is the consummate entrepreneur, demonstrating keen foresight and an eye for opportunities.

The Ernst & Young Entrepreneur of the Year celebrates and recognises such individuals who have created dynamic and successful companies.”

As the Malaysian Ernst & Young Entrepreneur of the Year 2010, Thai will represent Malaysia at the world award event at Monte Carlo in June 2011. More than 50 of the best entrepreneurs from around the world will compete for the Ernst & Young World Entrepreneur of the Year Award, which has become the global benchmark of entrepreneurial excellence.


This article appeared in The Edge Financial Daily, December 2, 2010.

yok70
post Dec 3 2010, 09:50 AM

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cool.gif


Attached File(s)
Attached File  wct_ta.pdf ( 90.64k ) Number of downloads: 19
Attached File  mrcb_ta.pdf ( 88.85k ) Number of downloads: 29
Attached File  mahsing_ta.pdf ( 88.46k ) Number of downloads: 38
Attached File  klccp_ta.pdf ( 88.24k ) Number of downloads: 18
Attached File  xingquan_031210.pdf ( 288.25k ) Number of downloads: 23
yok70
post Dec 3 2010, 09:57 AM

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QUOTE(GregPG01 @ Dec 3 2010, 07:16 AM)
mbm  & proton shareholders,

what do you think of the pending merger . proton seems to like it while perodua seems to be against it .
*
I against it too. It's a merge between a to be proud of car company with a to be embarrassing of car company. doh.gif

yok70
post Dec 3 2010, 11:05 AM

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QUOTE(teehk_tee @ Dec 3 2010, 10:34 AM)
how's your view on Parkson? Bright future in China?
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Very the bright oh. tongue.gif
After 2 cash divvi and 1 share divvi ex this month, its price still maintain nice nice at 5.70. Impressive. rclxms.gif


Added on December 3, 2010, 11:07 amDRB rclxms.gif
Bkawab rclxms.gif
Fajar rclxms.gif
Muhibah rclxms.gif


This post has been edited by yok70: Dec 3 2010, 11:07 AM
yok70
post Dec 3 2010, 11:29 AM

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QUOTE(cherroy @ Dec 3 2010, 11:14 AM)
Even www.hlb.com.my also inaccessible...

Not the first time encounter this kind of problem.  sweat.gif

Online banking?
Offline banking now...

Even go to their bank, I encountered a lot of time, saying their system offline, cannot do this do that..  doh.gif
*
HLBank, sell call. tongue.gif


Added on December 3, 2010, 11:30 am
QUOTE(GregPG01 @ Dec 3 2010, 10:08 AM)
Delayed effect from friday's closing news...largest and say some impact nia...

***

The Company wishes to inform that Koperasi Wawasan Pekerja-Pekerja Berhad (“KOWAJA”) has on 26 November 2010 advised that they will not be making any further loan disbursements from 1 December 2010 onwards. KOWAJA is currently the largest borrower of RCE Marketing Sdn Bhd (“RCEM”), a wholly-owned subsidiary of RCEM, and provides personal loans to its members (who are primarily in the civil service) via an on-lending arrangement in relation to the funds borrowed from RCEM.

Following enquiries made by RCEM, KOWAJA has informed that they have been requested to submit a plan to Suruhanjaya Koperasi Malaysia (“SKM”) for complete endorsement of KOWAJA’s compliance with SKM’s applicable guidelines. Until such endorsement, KOWAJA will temporarily cease disbursement of loans from 1 December 2010 onwards.

At the same time, KOWAJA has given its assurance that all loans disbursed up to 30 November 2010 will continue to be serviced via the regular collection mechanism. RCEM has also not observed any disruptions in the same. Meanwhile, KOWAJA is working closely with SKM towards an expedient resolution of the temporary disruption in their operations.

As such, the Company does not expect the above to have any material financial impact to the group in relation to the current financial year ending 31 March 2011 and on its ability to meet interest and principal payments in respect of its existing debt obligations.

However, if KOWAJA’s loan disbursements are curtailed in a prolonged manner, there may be some impact on the group’s future profitability in the longer-term.

We will keep the market informed as and when there are further material developments on the above.

This announcement is dated 26 November 2010.
*
I sold it to cut loss at 0.60. sweat.gif


This post has been edited by yok70: Dec 3 2010, 11:30 AM
yok70
post Dec 3 2010, 12:19 PM

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QUOTE(harry1125 @ Dec 3 2010, 12:04 PM)
anyone do research on Diabochi or tomypak? i think they got quite good fundamental, but price jz going south all the way
yok70? laugh.gif
*
Attached the CIMB latest paper for your read.
Mainly cause by raise of raw material price, packaging counters profit drops, so their price also drops. For their good divvi policy, daibochi and tomypak's divvi go even higher because their price dropped more than their profit drop.
I think the downtrend continues. So it's good to monitor closely, since they are getting yummier everyday.
fyi, I cut loss on Daibochi few weeks back. Plan to buy back when uptrend comes. tongue.gif




Attached File(s)
Attached File  Daibochi_3QFY10_in_line___Still_feeling_stretched_1_.pdf ( 225.54k ) Number of downloads: 16
yok70
post Dec 3 2010, 12:25 PM

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QUOTE(David_Brent @ Dec 3 2010, 11:35 AM)
Good decision.... notworthy.gif
I am now deciding whether to dump my ALAM and P&O as well.... hmm.gif
Two real dogs which are giving a nasty red streak to my portfolio.... doh.gif
*
Luckily I took profit on Alam before it announced qtr report to add more on kencana. sweat.gif
P&O still stuck with it...huge loss if sell now. Still struggling... shakehead.gif


Added on December 3, 2010, 12:26 pm
QUOTE(teehk_tee @ Dec 3 2010, 12:17 PM)
any CIHolding kaki here?

doing some homework now so just thinking of what anybody thinks of the stock. think im gonna buy in soon
*
Love it! A growing company. rclxms.gif


This post has been edited by yok70: Dec 3 2010, 12:26 PM
yok70
post Dec 3 2010, 12:38 PM

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QUOTE(teehk_tee @ Dec 3 2010, 12:33 PM)
EHHHH - that takes care of my one and only worry.
tongue.gif hand itchy liao
*
downtrend seems stabilize at around 3.60. Unless world market crash lah. tongue.gif

yok70
post Dec 3 2010, 12:46 PM

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QUOTE(GregPG01 @ Dec 3 2010, 12:40 PM)

i think you gonna have more than 30 stocks soon lio . correct kah ?
tongue.gif tongue.gif
Not really, I still maintain 26 stocks. I sold one when buy one. thumbup.gif

yok70
post Dec 3 2010, 02:06 PM

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QUOTE(David_Brent @ Dec 3 2010, 01:34 PM)
Actually P&O last quarter result was quite encouraging - no divvy though... shakehead.gif
The also filed it on the very last permissable day and audited the figures - just wonder if they normally do that or maybe someone else is sniffing round... brows.gif
that's why i still keeping it...dunno how patient i could be though. blink.gif

yok70
post Dec 3 2010, 02:07 PM

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QUOTE(panasonic88 @ Dec 3 2010, 02:03 PM)
Besides beverages like Pepsi, Mirinda, Tropicana Twister, CI Holdings also involved tap ware and ceramic sanitary ware (toilet seat).

More info: http://www.cih.com.my/
*
wah, their drinks and go toilet one kah! doh.gif

yok70
post Dec 3 2010, 02:58 PM

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QUOTE(cypher @ Dec 3 2010, 02:46 PM)
i plan to sell OSK now..but then..based on the quote..or i should buy??? tongue.gif
*
buy buy buy! so cheap!!
(judge your own. tongue.gif )

yok70
post Dec 3 2010, 03:03 PM

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QUOTE(GregPG01 @ Dec 3 2010, 02:43 PM)
pana thanks. i am not drinking another tropicana.
*
Wah...I don't know the boss is him. Not so happy now. shakehead.gif

However, if to further elaborate this case.
When there's one ******* leader in this country, should we migrate? To be even more critical. If the ******* is our no.1, should we migrate and never pay a single sen income tax for this country? hmm.gif


yok70
post Dec 3 2010, 03:04 PM

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QUOTE(yok70 @ Dec 3 2010, 03:03 PM)
Wah...I don't know the boss is him. Not so happy now.  shakehead.gif

However, if to further elaborate this case.
When there's one ******* leader in this country, should we migrate? To be even more critical. If the ******* is our no.1, should we migrate and never pay a single sen income tax for this country?  hmm.gif
*
I saw my axhole becomes xxxx. Good one. thumbup.gif

yok70
post Dec 3 2010, 03:10 PM

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QUOTE(cypher @ Dec 3 2010, 02:59 PM)
no la...where got cheap... hehe...
*
You know just last week berjaya corp and market leader KIM ENG form a new company by selling 70% shares of Inter pacific securities? The price was around 1.4x NAV. While currently, OSK is trading at below 1.0x NAV. To compare, who has more value? Inter pacific or OSK? tongue.gif

This post has been edited by yok70: Dec 3 2010, 03:10 PM

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