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

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yok70
post Nov 25 2010, 12:24 PM

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QUOTE(Mr.LKM @ Nov 25 2010, 12:19 PM)
Any fans of Parkson? RHB rates their fair value at RM7.xx.
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Hands up!
I love Parkson's business future(china!), got divvi(cash+share) lately! rclxms.gif

GregPG01
post Nov 25 2010, 12:25 PM

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QUOTE(panasonic88 @ Nov 25 2010, 12:20 PM)
Is either they revised the offer price, or they accept it.

Toss a coin la laugh.gif
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qsr say bye2 to pana .
yok70
post Nov 25 2010, 12:26 PM

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QUOTE(GregPG01 @ Nov 25 2010, 12:21 PM)
ooo, price war . 5.60 -> 6.70 -> ???
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Congrats QSR holders! I guess that's it this time! tongue.gif

panasonic88
post Nov 25 2010, 12:27 PM

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QUOTE(GregPG01 @ Nov 25 2010, 12:25 PM)
qsr say bye2  to pana .
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LOL! Kantoi! laugh.gif
teehk_tee
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
GregPG01
post Nov 25 2010, 12:29 PM

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QUOTE(teehk_tee @ Nov 25 2010, 12:27 PM)
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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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

teehk_tee
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
panasonic88
post Nov 25 2010, 12:33 PM

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QUOTE(teehk_tee @ Nov 25 2010, 12:32 PM)
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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Why leh?

Carlyle Group is offering higher than Idaman Saga, I thought this would be a good news?
skiddtrader
post Nov 25 2010, 12:37 PM

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Real goreng king. Give low offer, price drop so he sapu. Maybe he knew Carlyle group got intentions? Oh well, we'll never know. tongue.gif
yok70
post Nov 25 2010, 12:37 PM

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Attached File(s)
Attached File  megb_ta.pdf ( 80.46k ) Number of downloads: 19
Attached File  uchitec_ta.pdf ( 85.53k ) Number of downloads: 15
Attached File  hapseng_plantations.pdf ( 69.97k ) Number of downloads: 17
teehk_tee
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
yok70
post Nov 25 2010, 12:38 PM

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QUOTE(skiddtrader @ Nov 25 2010, 12:37 PM)
Real goreng king. Give low offer, price drop so he sapu. Maybe he knew Carlyle group got intentions? Oh well, we'll never know.  tongue.gif
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You could be right. That fox. cool2.gif

panasonic88
post Nov 25 2010, 12:38 PM

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QUOTE(skiddtrader @ Nov 25 2010, 12:37 PM)
Real goreng king. Give low offer, price drop so he sapu. Maybe he knew Carlyle group got intentions? Oh well, we'll never know.  tongue.gif
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Reward goes to ppl that hold it with faith.

I lost my faith, first time dealing with this, I was totally on the opposite road. Bah!
Mr.LKM
post Nov 25 2010, 12:39 PM

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QUOTE(yok70 @ Nov 25 2010, 12:24 PM)
Hands up!
I love Parkson's business future(china!), got divvi(cash+share) lately!  rclxms.gif
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Cool, what's your trading strategy on this stock? Are you going to hold it for long term (read: forever)? The price has surged as much as 20 sen today. Good on you smile.gif

Btw, I am waiting for the MACD confirmation.
Superman7
post Nov 25 2010, 12:40 PM

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QUOTE(Mr.LKM @ Nov 25 2010, 12:39 PM)
Cool, what's your trading strategy on this stock? Are you going to hold it for long term (read: forever)? The price has surged as much as 20 sen today. Good on you smile.gif

Btw, I am waiting for the MACD confirmation.
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Very strong resistance at RM6.
Tested several times but never breach..
yok70
post Nov 25 2010, 12:43 PM

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QUOTE(Mr.LKM @ Nov 25 2010, 12:39 PM)
Cool, what's your trading strategy on this stock? Are you going to hold it for long term (read: forever)? The price has surged as much as 20 sen today. Good on you smile.gif

Btw, I am waiting for the MACD confirmation.
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I bought a month ago, watching it cheong all the way to 6.x and then down to 5.70 lately. Now, it continues to cheong after good qtr report and business perspective. I think it has no problem going back to above 6.
For me, I plan to hold it. To ride with china's booming economy with Parkson. biggrin.gif

JamesPond
post Nov 25 2010, 12:52 PM

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guys, what do you think about bjcorp div on dec soon?
since it is stilll low now...
masterjedi
post Nov 25 2010, 01:32 PM

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QUOTE(panasonic88 @ Nov 25 2010, 12:38 PM)
Reward goes to ppl that hold it with faith.

I lost my faith, first time dealing with this, I was totally on the opposite road. Bah!
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pana.. kpj sudah jalan.. yum yum yum drool.gif flex.gif
Mr.LKM
post Nov 25 2010, 01:37 PM

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Do you know who are the main competitors of Parkson in China? Do you reckon Parkson is really good at retail sales compared to the local competitors?

From the chart, it looks like Parkson has been traded sideways for quite some time. Hopefully, it will breakout soon.

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SuperToi
post Nov 25 2010, 01:42 PM

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QUOTE(teehk_tee @ Nov 25 2010, 09:07 AM)
Lionind - someone sold/transferred 4.5mil shares over 30 secs @1.86 shocking.gif
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bad signal for the future hare price? correct me if im wrong

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