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

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panasonic88
post Nov 25 2010, 03:37 PM

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QUOTE(smartly @ Nov 25 2010, 03:14 PM)
genm result out anytime soon.

pana - got write up from ANALyst ?
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GENP yes, GENM, no.


QUOTE(mopster @ Nov 25 2010, 03:19 PM)
havent decide...
if follow feeling, i want the new BigSun biggrin.gif
i need to browse through Sunway and Suncity AR to have a rough idea how the new BigSun "NewCo" will be like...

some hints from JF:
Asset RM8B
Market Cap RM3.5B
Rev RM3.3B
New entity price is RM2.80

My Guesses:
~assume 10% profit, thats about 330M pa...
~1.3B issued shares @ RM2.80 = 3.64B market cap
~so, EPS is around 25c
~so, PER is around 11.2x
~with 30% divvy policy, about 7.7c divvy pa or 2.75%, JF style~~ -____-"

looks ok to me...  hmm.gif
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notworthy.gif Appreciate that. Let me know if you have any decision. biggrin.gif


QUOTE(teehk_tee @ Nov 25 2010, 03:28 PM)
ok.. bought in paramon.

TP RM 10 biggrin.gif
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Woot! Welcome aboard! Good entry price from recent consolidation thumbup.gif
panasonic88
post Nov 25 2010, 03:38 PM

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QUOTE(GregPG01 @ Nov 25 2010, 03:35 PM)
hate you. i queue whole morning cannot get.  sad.gif  sad.gif
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Hamila... Just grab it. Not much difference. Unless you want recent low RM 2.60 drool.gif
panasonic88
post Nov 25 2010, 04:22 PM

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QUOTE(teehk_tee @ Nov 25 2010, 04:18 PM)
Mahsing merge with Ho Hup and MagnaPrima?

cuz the executive director Lim of HoHup jumped ship from Magna, and used to work for Mahsing tongue.gif
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I heard is SP SETIA.
panasonic88
post Nov 25 2010, 05:29 PM

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QUOTE(Myoswee @ Nov 25 2010, 05:08 PM)
Finally decide to buy one dinasour stock Nestle at RM 43 today

Manyak expensive  laugh.gif
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Wooo. I like Dlady! Too bad price already fly up the sky.

You guys have so much counters, fuiyo!!
panasonic88
post Nov 25 2010, 05:46 PM

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QUOTE(cherroy @ Nov 25 2010, 05:40 PM)
Buy and get a share of profit when consume
Nestle - at least take Milo time
Dlady - your child take milk time
BAT - father smoke time
CMMT - Go to Gurney plaze shopping time
Maxis - Using Iphone
Pbbank - Get their housing loan.
UMW - buy/drive your Toyota.
Petday - pump your car.
Bursa - speculate in stock market.
Genting - if always go to Genting.

So it become quite a good list of stock, just based on what you use/consume.  biggrin.gif

Haha, a nonsense theory from me.  laugh.gif
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Speechless ! rclxms.gif
panasonic88
post Nov 26 2010, 09:07 AM

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Wow Pchem reached my target price 5.60

But I didnt queue. Saje guess the price. You guys buying?
panasonic88
post Nov 26 2010, 09:08 AM

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QUOTE(zamans98 @ Nov 26 2010, 09:07 AM)
where are the rest of my KFC gang??
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A twist of fairy tale. I got no luck to enjoy. You have fun if you are still holding nod.gif
panasonic88
post Nov 26 2010, 09:17 AM

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QUOTE(masterjedi @ Nov 26 2010, 09:16 AM)
yep.. hepi with pechem, kulim and kfc... my rclxms.gif  day today..
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Oh you strike Pchem IPO ka? So good!
panasonic88
post Nov 26 2010, 09:20 AM

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QUOTE(GregPG01 @ Nov 26 2010, 09:18 AM)
5.51 good entry for the 2nd round wok ? supporting at 5.50 . hmmm .
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RM5.50 buy queue is incredibly huge!

I look see look see only.

P/s: Wah RM5.50 wall is like kacang. Picik, broke!

This post has been edited by panasonic88: Nov 26 2010, 09:21 AM
panasonic88
post Nov 26 2010, 09:24 AM

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QUOTE(GregPG01 @ Nov 26 2010, 09:22 AM)
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 .
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Tug of war at RM4.49/RM5.50

I want to aim below IPO price tongue.gif
panasonic88
post Nov 26 2010, 09:32 AM

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QUOTE(smartly @ Nov 26 2010, 09:28 AM)
pana,

GENM research paper ?  tongue.gif
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*shake head* e-lek!
panasonic88
post Nov 26 2010, 11:37 AM

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QUOTE(cherroy @ Nov 26 2010, 11:30 AM)
Seller may tapao 5.50 all


Added on November 26, 2010, 11:34 amtapao liao
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This morning sudah tabao once lor.

Boring. Big volume with minimal movement. Not worth punting.
panasonic88
post Nov 26 2010, 11:41 AM

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QUOTE(tanch78 @ Nov 26 2010, 11:38 AM)
Which counter are you shopping today?
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Nothing.


QUOTE(GregPG01 @ Nov 26 2010, 11:39 AM)
yeap . vol down down down .
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Wooo, sell sell sell whistling.gif
panasonic88
post Nov 26 2010, 12:32 PM

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QUOTE(yok70 @ Nov 26 2010, 12:25 PM)
KLK qtr report out next Monday....should be good?  thumbup.gif
Bkawan, count on you.  flex.gif
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I want mai big fat juicy dividend cheque.

Hopefully something more than 30 kupang. biggrin.gif
panasonic88
post Nov 26 2010, 12:51 PM

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QUOTE(yok70 @ Nov 26 2010, 12:35 PM)
Bkawan bought back so many treasury shares. Maybe they want to pay share dividend, or....privatization... drool.gif
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Let's hope for the best biggrin.gif
panasonic88
post Nov 29 2010, 02:42 PM

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Idaman Saga is offering RM6.70 now, but the Board has rejected the proposal?!
panasonic88
post Nov 29 2010, 03:38 PM

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QUOTE(GregPG01 @ Nov 29 2010, 03:26 PM)
QSR bidding war ...

5.60 -> 6.70 -> 6.70 -> 7,8 ??
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7.80? Mana source?
panasonic88
post Nov 29 2010, 03:45 PM

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QUOTE(GregPG01 @ Nov 29 2010, 03:42 PM)
tiada la . that's why ??? ma .  tongue.gif  tongue.gif  tongue.gif
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Question.

So far QSR privatize price bidding war only benefitted QSR & its warrant, why KFC & Kulim are being sell down?
panasonic88
post Nov 29 2010, 03:51 PM

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Thanks for all the inputs.

Giving you something back in return.

MUHIBAH. TP: 1.92

Lately a lot of coverage on Muhibah. Even Alex also says accumulation at 1.10-1.20 if there's any pullback.

This post has been edited by panasonic88: Nov 29 2010, 03:52 PM


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panasonic88
post Nov 29 2010, 04:03 PM

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My counters all in CNY mode yawn.gif

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