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

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chyaw
post Nov 24 2010, 08:59 PM

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checking in late... laugh.gif
Glad to see David back to forum. wub.gif
Missed those good old days where we can chat whole day. laugh.gif
jasontoh
post Nov 24 2010, 09:00 PM

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QUOTE(teehk_tee @ Nov 24 2010, 08:52 PM)
whole portfolio up ~3% today.
YTL icon_idea.gif
FAJARWA icon_idea.gif
DRBH icon_idea.gif
KSENG rclxm9.gif
*
My portfolio if include yesterday drop....just like 0% progress in 2 days sad.gif
mopster
post Nov 24 2010, 09:01 PM

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QUOTE(jasontoh @ Nov 24 2010, 08:57 PM)
One of my heaviest counter, because I got it quite cheap. Still not able to sell the free shares. The value should be about RM3, thinking of topping up, but this one really laggard one.
*
nah... i dun wanna topup apek... hope he doesnt flung his Q4 -____-""
chyaw
post Nov 24 2010, 09:02 PM

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You did extremely well.. notworthy.gif notworthy.gif notworthy.gif
Somehow, I only gain back very little... Thanks to Pantech and Supermx... sad.gif

QUOTE(jasontoh @ Nov 24 2010, 09:00 PM)
My portfolio if include yesterday drop....just like 0% progress in 2 days sad.gif
*
mopster
post Nov 24 2010, 09:02 PM

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QUOTE(chyaw @ Nov 24 2010, 08:59 PM)
checking in late... laugh.gif
Glad to see David back to forum. wub.gif
Missed those good old days where we can chat whole day. laugh.gif
*
ur naim/sop all very nice ler... wish i knew Sarawak better... tongue.gif

This post has been edited by mopster: Nov 24 2010, 09:03 PM
jasontoh
post Nov 24 2010, 09:02 PM

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QUOTE(mopster @ Nov 24 2010, 09:01 PM)
nah... i dun wanna topup apek... hope he doesnt flung his Q4 -____-""
*
It is the only counters that haven't move much from my buy price of 1.9x. Others gone up like almost 100%, how to buy? Got any recommendation?

Added on November 24, 2010, 9:03 pm
QUOTE(chyaw @ Nov 24 2010, 09:02 PM)
You did extremely well..  notworthy.gif  notworthy.gif  notworthy.gif
Somehow, I only gain back very little... Thanks to Pantech and Supermx...  sad.gif
*
You are still confident with condom glove counter?

This post has been edited by jasontoh: Nov 24 2010, 09:03 PM
teehk_tee
post Nov 24 2010, 09:06 PM

ไม่เป็นไร
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QUOTE(jasontoh @ Nov 24 2010, 09:00 PM)
My portfolio if include yesterday drop....just like 0% progress in 2 days sad.gif
*
yeah same same smile.gif, that NK issue was a temporary setback mad.gif
chyaw
post Nov 24 2010, 09:09 PM

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Still no time to read them. sad.gif
Got tons of things need to prepare before my Friday trip...


QUOTE(mopster @ Nov 24 2010, 09:02 PM)
ur naim/sop all very nice ler... wish i knew Sarawak better... tongue.gif
*
Ppl still need to use condom mar. laugh.gif

QUOTE(jasontoh @ Nov 24 2010, 09:02 PM)
It is the only counters that haven't move much from my buy price of 1.9x. Others gone up like almost 100%, how to buy? Got any recommendation?

Added on November 24, 2010, 9:03 pm
You are still confident with condom glove counter?
*
mopster
post Nov 24 2010, 09:12 PM

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QUOTE(chyaw @ Nov 24 2010, 09:09 PM)
Still no time to read them.  sad.gif
Got tons of things need to prepare before my Friday trip...
*
Good luck on ur friday trip.. >___<" the Security checks are crazy now after the recent incident...
Added on
actually i find Suncity buyback is not fair...

~the NAV is RM5.24...
~Almost nil gearing after disposing properties to sunreit..
~RM550M cash vs 480M shares ... thats > RM1 cash per share...

but JF [Jeffery Cheah] only offer RM5.10 per share... hmm.gif


This post has been edited by mopster: Nov 24 2010, 09:20 PM
chyaw
post Nov 24 2010, 09:21 PM

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thanks Moppy. Hope you can do more analysis here. Then I can tumpang. laugh.gif



QUOTE(mopster @ Nov 24 2010, 09:12 PM)
Good luck on ur friday trip.. >___<" the Security checks are crazy now after the recent incident...
Added on
actually i find Suncity buyback is not fair...

~the NAV is RM5.24...
~Almost nil gearing after disposing properties to sunreit..
~RM550M cash vs 480M shares ... thats > RM1 cash per share...

but JF [Jeffery Cheah] only offer RM5.10 per share... hmm.gif
*
teehk_tee
post Nov 24 2010, 09:26 PM

ไม่เป็นไร
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QUOTE(mopster @ Nov 24 2010, 09:12 PM)
Good luck on ur friday trip.. >___<" the Security checks are crazy now after the recent incident...
Added on
actually i find Suncity buyback is not fair...

~the NAV is RM5.24...
~Almost nil gearing after disposing properties to sunreit..
~RM550M cash vs 480M shares ... thats > RM1 cash per share...

but JF [Jeffery Cheah] only offer RM5.10 per share... hmm.gif
*
JF untung liao after offloading most of the debt to sunreit and getting good money for it. now offer below book value. he's gonna laugh all the way to the bank doh.gif
mopster
post Nov 24 2010, 09:44 PM

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QUOTE(chyaw @ Nov 24 2010, 09:21 PM)
thanks Moppy. Hope you can do more analysis here. Then I can tumpang.  laugh.gif
*
more like i tumpang laugh.gif brows.gif
sure... i like post up findings and get feedback to learn more tongue.gif
Added on
Weekly claims @ 407,000 lowest in 2010! bye bye kimchis. try harder next time biggrin.gif
~possibly due to shortened week as they have Thanksgiving tomorrow...

This post has been edited by mopster: Nov 24 2010, 09:47 PM
othme
post Nov 24 2010, 09:50 PM

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US unemployment claims drop sharply, hope DJ will cheong and CI lagi cheong tomorrow flex.gif
jasontoh
post Nov 24 2010, 09:52 PM

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QUOTE(mopster @ Nov 24 2010, 09:44 PM)
more like i tumpang laugh.gif brows.gif
sure... i like post up findings and get feedback to learn more tongue.gif
Added on
Weekly claims @ 407,000 lowest in 2010! bye bye kimchis. try harder next time biggrin.gif
~possibly due to shortened week as they have Thanksgiving tomorrow...
*
So, we are going to have Christmas rally biggrin.gif
Hohoho
yok70
post Nov 24 2010, 09:52 PM

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QUOTE(mopster @ Nov 24 2010, 06:51 PM)
Can any sifu plz explain Suncity/Sunway ... is it something like Sunrise-Uem where I can hold exercise/exchange for new shares in the NewCompany ?
so sad sad.gif gotta say byebye to Suncity...  cry.gif  cry.gif

» Click to show Spoiler - click again to hide... «

*
Me too! I don't understand what it means! My English is so bad, or they like to speak difficult English.
Sifu, please explain in simple English. notworthy.gif

Added on November 24, 2010, 9:54 pm
QUOTE(jasontoh @ Nov 24 2010, 09:52 PM)
So, we are going to have Christmas rally biggrin.gif
Hohoho
*
WAH...love that. hands.gif cheers.gif hands.gif

Added on November 24, 2010, 9:59 pmI try.

Say I have 1000 unit Suncity shares.

I'll receive 1000 unit Newco shares + 5.10*20% in cash + some undecided ratio of free warrants?

notworthy.gif



This post has been edited by yok70: Nov 24 2010, 09:59 PM
David_Brent
post Nov 24 2010, 10:17 PM

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QUOTE(chyaw @ Nov 24 2010, 09:09 PM)
Still no time to read them.  sad.gif
Got tons of things need to prepare before my Friday trip...
Ppl still need to use condom mar.  laugh.gif
*
Yes! Good luck in US of A..... nod.gif
Let us know what the post-Thanksgiving and pre-Christmas retail sales are like and then we can get a feel for Q1 2011...... brows.gif
Did you enter Kimlun last time we spoke...?? hmm.gif
Not much FA available to go on but seems to be "well-connected"!!! laugh.gif

They are building the new Marlborough College, Malaysia in Iskandar (sub-con from MRCB) and a couple of other juicy deals seem to be in the pipe-line... brows.gif

This post has been edited by David_Brent: Nov 24 2010, 10:28 PM
danmooncake
post Nov 24 2010, 10:18 PM

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QUOTE(jasontoh @ Nov 24 2010, 09:52 PM)
So, we are going to have Christmas rally biggrin.gif
Hohoho
*
Don't think so yet... so funny to see bulls are so fast to jump on this green shoots. tongue.gif

Here's why:
A Labor Department analyst said weekly claims are volatile during the week between the Veteran's Day and Thanksgiving holidays. A key question is whether claims will remain this low in future weeks, or bounce back.

Also, US got better UE data tonight but Less than stellar Durable Goods data. Month to month has dropped 3.3%. nod.gif



jeffwpl
post Nov 24 2010, 10:20 PM

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how to understand?
tchong good 3q result, price going down doh.gif
naim also good 3q result, price also going down doh.gif
pantech lagi best, after X the price worst than before doh.gif doh.gif
really apply 'buy on news & sell on fact rclxub.gif
David_Brent
post Nov 24 2010, 10:24 PM

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QUOTE(danmooncake @ Nov 24 2010, 10:18 PM)
Don't think so yet... so funny to see bulls are so fast to jump on this green shoots.  tongue.gif

Here's why:
A Labor Department analyst said weekly claims are volatile during the week between the Veteran's Day and Thanksgiving holidays. A key question is whether claims will remain this low in future weeks, or bounce back.

Also, US got better UE data tonight but Less than stellar Durable Goods data. Month to month has dropped 3.3%.  nod.gif
*
Very true...and a lot of 'burger-flipping' temporary jobs in retail will be created between now and end of the January Sales which will "massage" the jobless figures slightly the next month or so..IMHO.... hmm.gif

The problems of the US are systemic and Mr. Bernanke seems to be running out of ideas..... sweat.gif
SUSStupidGuyPlayComp
post Nov 24 2010, 10:26 PM

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QUOTE(othme @ Nov 24 2010, 09:50 PM)
US unemployment claims drop sharply, hope DJ will cheong and CI lagi cheong tomorrow  flex.gif
*
smile.gif I predict KLSE will cheong tomorrow..............

If not the KOrea issue, DJ might cheong last night due to the nice GDP result
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