QUOTE(kroegand @ Nov 25 2010, 02:12 PM)
fyi, cimb start to sound less rosy for this counter this morning.Attached File(s)
jcy_by_cimb.pdf ( 231.76k )
Number of downloads: 26STOCK MARKET DISCUSSION V67, Alex's 1447 or 1388.....
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Nov 25 2010, 02:19 PM
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#21
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QUOTE(kroegand @ Nov 25 2010, 02:12 PM) fyi, cimb start to sound less rosy for this counter this morning.Attached File(s)
jcy_by_cimb.pdf ( 231.76k )
Number of downloads: 26 |
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Nov 25 2010, 03:14 PM
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#22
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QUOTE(Currylaksa @ Nov 25 2010, 03:08 PM) hi boss, did you read Notion's news in newspaper today? i stop believing this company's boss long back. my greatest cut lost this whole year is in notion .The hdd base plate issue is "mostly sorted out", but their hdd plant will only be 10-15% capacity due to lack of demand. |
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Nov 25 2010, 03:35 PM
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#23
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Nov 25 2010, 03:47 PM
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#24
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QUOTE(kroegand @ Nov 25 2010, 03:37 PM) CIMB . kill them , dont kill me . Potential downside surprise. We flag the likelihood of downside risk to our forecast and consensus numbers when JCY releases its 4QFY9/10 results on 25 or 26 Nov. This is in view of the weak numbers reported by US-listed HDD OEMs and SGX-listed HDD component suppliers. Also, the stronger ringgit against the US$ and wage pressure in Malaysia could dent margins. We are likely to cut our FY11-12 EPS by up to 30% as we assume lower volume growth and a weaker US$ of RM3.01 vs. our previous assumption of RM3.15. We may also apply a lower forward P/E multiple in view of the murky near-term outlook and compression of P/E multiples for HDD suppliers. As a result, we may review our OUTPERFORM rating Although we remain positive on its long-term prospects, we believe a better time to revisit the stock would be 2H11. |
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Nov 25 2010, 04:13 PM
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#25
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Nov 25 2010, 04:20 PM
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#26
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Nov 25 2010, 04:26 PM
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#27
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Nov 25 2010, 04:28 PM
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#28
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Nov 25 2010, 07:27 PM
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#29
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QUOTE(idunnolol @ Nov 25 2010, 07:18 PM) You guys buying into Faber better be careful . G still dont want sign additional concession agreement . Seems like Najib lack the " will power " to sign on the dotted line ooo . mind sharing more. cause i see see look look also no competitor to their IFM business. and with uem and khazanah as support, thought it's just a matter of time . |
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Nov 25 2010, 08:27 PM
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#30
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QUOTE(idunnolol @ Nov 25 2010, 07:35 PM) Who say? All Major business here is linked to G one way or other. Got 2 parties except faber for IFM business. One is " P "group with strong GLC support. The other is company " R " with ties toward UMNO thanks . i will keep a good watch . opportunities in uncertainties i guess .I changed the names of the companies because i don't want susah in case G track me |
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Nov 25 2010, 08:45 PM
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#31
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Nov 26 2010, 08:44 AM
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#32
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Nov 26 2010, 08:55 AM
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#33
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Nov 26 2010, 09:06 AM
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#34
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AirAsia Target Raised To MYR4.30 Vs MYR3.90 By Credit Suisse
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Nov 26 2010, 09:08 AM
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#35
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Nov 26 2010, 09:13 AM
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#36
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ooo . pchem dropping from 5.7x to 5.5x . nice nice .
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Nov 26 2010, 09:18 AM
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#37
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5.51 good entry for the 2nd round wok ? supporting at 5.50 . hmmm .
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Nov 26 2010, 09:22 AM
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#38
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QUOTE(panasonic88 @ Nov 26 2010, 09:20 AM) RM5.50 buy queue is incredibly huge! heng i ask people this morning. she told me should hit 5.70 nia and not fry like the previous 1. but still early to tell i guess. buy 5.50, sell 5.70 does not sound interesting to me. ok i skip la .I look see look see only. P/s: Wah RM5.50 wall is like kacang. Picik, broke! |
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Nov 26 2010, 09:31 AM
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#39
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Nov 26 2010, 09:44 AM
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#40
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