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

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teehk_tee
post Nov 25 2010, 09:21 AM

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QUOTE(GregPG01 @ Nov 25 2010, 09:17 AM)
(5.10 - 4.67 ) / 5.10  * 100 = 8.4% discount to the offered price. so its about there  la. if chun chun 5.10, which fellow  wanna buy and waste their time.


Added on November 25, 2010, 9:19 am

those 5k lots should be market marriage deals. already decided earlier (offline) on the price / vol .
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yeah i was working that out while in the toilet earlier.. was thinking hmm.gif there should be a willing buyer for that amount.

in the end, finally worked it out lol laugh.gif
teehk_tee
post Nov 25 2010, 10:01 AM

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initiating my coverage on 2 very strong trending stocks
Paramon & CIHldg

biggrin.gif doing homework now.
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post Nov 25 2010, 10:05 AM

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QUOTE(GregPG01 @ Nov 25 2010, 10:03 AM)
drbhcom .  icon_rolleyes.gif  icon_rolleyes.gif  icon_rolleyes.gif
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cheers.gif thumbup.gif
teehk_tee
post Nov 25 2010, 10:10 AM

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QUOTE(GregPG01 @ Nov 25 2010, 10:06 AM)
buy and hold for 1 month . dont contra it yet.
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my end-year TP for this? 1.50 biggrin.gif
teehk_tee
post Nov 25 2010, 10:25 AM

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QUOTE(harry1125 @ Nov 25 2010, 10:19 AM)
my TP is RM2  ! rclxm9.gif  for long long term, but might take profit and wait for next enter depends on macroeconomic
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QUOTE(sopol @ Nov 25 2010, 10:20 AM)
my TP is RM1.80 although can surpass RM2.00 next year..
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in that case,
cheers.gif cheers.gif

1.50 is the baseline technical target, but looking at their expansion plans.. manyak cantik PE somemore.. feels like a good buy icon_rolleyes.gif


Added on November 25, 2010, 10:33 amhmm.. hmm.gif how come there's always a big tug of war happening at DRBH? seems like there are big players playing about.

This post has been edited by teehk_tee: Nov 25 2010, 10:33 AM
teehk_tee
post Nov 25 2010, 10:41 AM

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QUOTE(sopol @ Nov 25 2010, 10:39 AM)
however, if you notice la..the more we talk about drb in this lyn, price will stagnant or retreat. sucpect big sharks is monitoring this forum and dont want us to accummulate it. so just keep quiet so that price will jump  tongue.gif
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got such thing or not oh! laugh.gif
although the view count for these threads are quite quite high biggrin.gif

This post has been edited by teehk_tee: Nov 25 2010, 10:43 AM
teehk_tee
post Nov 25 2010, 10:56 AM

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QUOTE(GregPG01 @ Nov 25 2010, 10:40 AM)
pls share why you think paramon good ?  tongue.gif  tongue.gif
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well, it's not something you wouldn't have not known before anyway tongue.gif
net cash, low valuations (anything below 13x is good for me), super nice divvy yield ~6%, very strong SMA trends, and currently trending in an upwards channel (low 4.90, high 5.50)

more cash from disposals are always a better sign, can be used for working capital / angpows biggrin.gif

think i'll buy in at 4.90 for now, since the environment's favourable biggrin.gif hand itchy i want to touch this baby
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post Nov 25 2010, 11:05 AM

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QUOTE(nizaas @ Nov 25 2010, 10:45 AM)
any good counters below RM1.00??
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i realised.. i only have 3 stocks under rm1.00
didn't realise over time my preferences switched away from penny stocks hmm.gif
teehk_tee
post Nov 25 2010, 11:11 AM

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QUOTE(blinkblink88 @ Nov 25 2010, 11:05 AM)
budgeting?  biggrin.gif
if buy kulim for 1 lot how much to pay compare with under rm1...
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if 1 lot (x100) kulim is worth rm1200, then you can buy 12 lot of rm1 stock.
so i don't quite get your logic here.

unless your capital is less than rm100,.. but by then you'll be losing more than a quarter of it on commissions. rclxub.gif
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post Nov 25 2010, 11:21 AM

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QUOTE(blinkblink88 @ Nov 25 2010, 11:16 AM)
hmm.gif

actually how do you all buy and sell via online? i m still blur on it... still new  tongue.gif
and how commision been calculate? notworthy.gif
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ah?
via your broker. got cimb, maybeng, osk, jupiter, hle, rhb, kenanga, alliance, and more ,.. pick and mix also can tongue.gif

commission got 3 parts. brokerage commission between 0.1% - 0.4% (incl. minimum commission), stamp duty 0.1% and Clearing Fees 0.03%. that's for 1-way. smile.gif
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post Nov 25 2010, 11:27 AM

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QUOTE(GregPG01 @ Nov 25 2010, 11:21 AM)
exactly, we need to rethink what is cheap / expensive. its the amount of monies that we put in and percentage of returns that matters. getting hundreds of thousands (or milions ?)  units of penny stocks mean nothing if they cannot deliver. for penny stocks, each ticks is usually more than 1% . leverage yes...but leverage works both ways (up and down) . but it's easier to play on intraday momentum especially if you have a good intraday brokerage rate . you can clear with a tick movement.

*** good things dont come cheap . cheap things dont come good (at least usually & most of them) ***
 
*** you pay peanuts, you get monkeys ***

anyway , i can only think of rcecap & mediac. no positions but i think some forumers will be wiling to share their thoughts on them.

btw ask pana, she sapu all the shares above Rm10 , Rm5 shares and she is doing well.

happy investing .  biggrin.gif
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ooh yeah, there's a reason why they're only worth THAT much instead of rm2, rm5. nod.gif

pana, she can sapu rm12 stock and it becomes rm21. notworthy.gif
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post Nov 25 2010, 11:35 AM

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QUOTE(blinkblink88 @ Nov 25 2010, 11:27 AM)
this sentence look like comparing china goods with japan goods...
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well.. if u compare the likes of Karambunai, Transmile.. you know what i mean .. blush.gif

QUOTE(blinkblink88 @ Nov 25 2010, 11:28 AM)
cimb, maybank? usually what is de most famous online trading ?
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most fehmes? dun have most fehmes lol there's a thread somewhere about online trading platforms and commissions.

--
oh mai.. KNM reliving the old days liao. laugh.gif
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post Nov 25 2010, 11:45 AM

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QUOTE(blinkblink88 @ Nov 25 2010, 11:37 AM)
but i saw the yearly report in the news paper that cimb is de most active trading company  biggrin.gif
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um, not necessarily big is best smile.gif most important is your commission rate. & min commission. u can try asking around haha

QUOTE(markchan @ Nov 25 2010, 11:40 AM)
haha true true

mine kena 0.42%
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u should try to nego or switch to a non-margin account if you don't need the margin.. the rates drop drastically without margin. nod.gif
teehk_tee
post Nov 25 2010, 12:13 PM

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are there still any biscuit eaters/holders remaining?
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post Nov 25 2010, 12:19 PM

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QUOTE(GregPG01 @ Nov 25 2010, 12:11 PM)
kulim, qsr, kfc suspended again ?
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2003 KULIM KULIM (M) BHD
OFFER

KULIM (MALAYSIA) BERHAD ("KULIM" OR "THE COMPANY")
NON-BINDING OFFER TO ACQUIRE KULIMS ENTIRE EQUITY INTEREST IN QSR BRANDS BHD
(QSR), A SUBSIDIARY OF KULIM (OFFER)

The Board of Directors of Kulim wishes to announce that it had on 25 November
2010 received a non-binding offer for the acquisition of its entire equity
interest in QSR from Carlyle Asia Investment Advisors Limited, on behalf of its
affiliated investment funds that is managed by the Carlyle Group (or its
affiliates and co-investors) (Carlyle).
You are advised to read the full contents of the announcement or attachment at
http://www.bursamalaysia.com.

not Halim Saad / Idaman Saga? rclxub.gif
teehk_tee
post Nov 25 2010, 12:24 PM

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QUOTE(teehk_tee @ Nov 25 2010, 12:19 PM)
2003    KULIM    KULIM (M) BHD 
OFFER 

KULIM (MALAYSIA) BERHAD ("KULIM" OR "THE COMPANY")
NON-BINDING OFFER TO ACQUIRE KULIMS ENTIRE EQUITY INTEREST IN QSR BRANDS BHD
(QSR), A SUBSIDIARY OF KULIM (OFFER)

The Board of Directors of Kulim wishes to announce that it had on 25 November
2010 received a non-binding offer for the acquisition of its entire equity
interest in QSR from Carlyle Asia Investment Advisors Limited, on behalf of its
affiliated investment funds that is managed by the Carlyle Group (or its
affiliates and co-investors) (Carlyle).
You are advised to read the full contents of the announcement or attachment at
http://www.bursamalaysia.com.

not Halim Saad / Idaman Saga? rclxub.gif
*
http://announcements.bursamalaysia.com/EDM...68?OpenDocument

Carlyle Offer to pay RM6.70 per share (the “Purchase Price”), for all outstanding shares of QSR on a fully-diluted basis, including any shares issued pursuant to conversion of any outstanding warrants.


wah, this story getting interesting liao , time to get my popcorn n cocacola laugh.gif
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post Nov 25 2010, 12:27 PM

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I really hope it's not a KNM scenario.

KNM announce offer by SPV to buyout at 90 sen, price went to 86 sen, EPF dumped, offer called off after due diligence done. everybody cry.

this one is really fishy smelling to me hmm.gif hmm.gif
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post Nov 25 2010, 12:32 PM

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QUOTE(GregPG01 @ Nov 25 2010, 12:29 PM)
Carlyle Asia Investment Advisors Limited (http://www.carlyle.com/) .

The Carlyle Group, L.P. (commonly The Carlyle Group or Carlyle) is a global alternative asset management firm, specializing in private equity, based in Washington, D.C.. The Carlyle Group operates four fund families, focusing on buyout capital, growth capital, real estate, and leveraged finance investments, with more than $90.9 billion of capital under management diversified over 66 distinct funds as of June 30th, 2010.[1]. The firm employs more than 890 employees, including 495 investment professionals, in 20 countries with offices in the Americas, Europe, Asia, and Australia, and its portfolio companies employ more than 415,000 people worldwide. The firm has over 1,300 investment partners in 71 countries.

brows.gif  brows.gif  brows.gif
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just cuz i was burned in KNM, if i were QSR shareholder i'd be taking this with extra x100 precaution domdom protection hmm.gif
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post Nov 25 2010, 12:37 PM

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QUOTE(panasonic88 @ Nov 25 2010, 12:33 PM)
Why leh?

Carlyle Group is offering higher than Idaman Saga, I thought this would be a good news?
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just felt the timing, along with the pricing they have of QSR (20x PER, 2.8x PB/V) felt a bit like the KNM days.
but it's just my gut feeling.. a bit uneasy. i might be wrong though (probably am) blush.gif

either that or Halim Saad is one hell of a goreng king.

This post has been edited by teehk_tee: Nov 25 2010, 12:38 PM
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post Nov 25 2010, 01:48 PM

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QUOTE(SuperToi @ Nov 25 2010, 01:42 PM)
bad signal for the future hare price? correct me if im wrong
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Greg was saying, most likely a married deal. in that case is nothing really. more like gone from one hand to another hand, one hand thinks 1.86 good enough to sell, another hand thinks 1.86 is a nice entry point.

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