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

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teehk_tee
post Nov 25 2010, 03:03 PM

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QUOTE(markchan @ Nov 25 2010, 03:02 PM)
btw snce 2006 i have been wathching pana from far aside muahahah
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wah! what do you plan to do with pana! bruce.gif bruce.gif
monkeyking
post Nov 25 2010, 03:03 PM

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QUOTE(jasontoh @ Nov 24 2010, 11:14 AM)
North Korea is just China barking dog. No one really scared of them, worst case scenario....WW3 biggrin.gif biggrin.gif biggrin.gif
Anyway, checking in to this thread. The old thread die so fast....is it also injured by the N Korean?
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icon_rolleyes.gif Yes, seems China has alot of barking dogs in this world. whistling.gif No matter what provocation North Korea does, China always support North Korea......yes, I just hate China's foreign policy. vmad.gif mad.gif
panasonic88
post Nov 25 2010, 03:05 PM

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QUOTE(markchan @ Nov 25 2010, 03:02 PM)
btw snce 2006 i have been wathching pana from far aside muahahah
*
you mei you! shocking.gif

I dun beliv! whistling.gif

Okay dun wan spamming liao.

Axiata research paper for you all. TP: RM5.42


Attached File(s)
Attached File  researchview_AXIATA_1110.pdf ( 72.8k ) Number of downloads: 29
Currylaksa
post Nov 25 2010, 03:08 PM

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QUOTE(GregPG01 @ Nov 25 2010, 02:19 PM)
fyi, cimb start to sound less rosy for this counter this morning.
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hi boss, did you read Notion's news in newspaper today? unsure.gif

The hdd base plate issue is "mostly sorted out", but their hdd plant will only be 10-15% capacity due to lack of demand.
David_Brent
post Nov 25 2010, 03:11 PM

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QUOTE(Currylaksa @ Nov 25 2010, 03:08 PM)
hi boss, did you read Notion's news in newspaper today? unsure.gif

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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OSK has SELL on it...... hmm.gif
Attached File  Notion_No_20Change_20in_20Cautious_20View_20101125_OSK.pdf ( 86.23k ) Number of downloads: 11

davidcch07
post Nov 25 2010, 03:12 PM

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QUOTE(Mr.LKM @ Nov 25 2010, 03:54 PM)
Mahsing's stochastic is at 80% Finally,it picks up. Any mahsing's fans here?
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Here!!! tongue.gif
yok70
post Nov 25 2010, 03:13 PM

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QUOTE(Mr.LKM @ Nov 25 2010, 02:54 PM)
Mahsing's stochastic is at 80% Finally,it picks up. Any mahsing's fans here?
*
Hands up!! tongue.gif

TSsmartly
post Nov 25 2010, 03:14 PM

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QUOTE(panasonic88 @ Nov 25 2010, 03:05 PM)
you mei you!  shocking.gif

I dun beliv! whistling.gif

Okay dun wan spamming liao.

Axiata research paper for you all. TP: RM5.42
*
genm result out anytime soon.

pana - got write up from ANALyst ?
GregPG01
post Nov 25 2010, 03:14 PM

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QUOTE(Currylaksa @ Nov 25 2010, 03:08 PM)
hi boss, did you read Notion's news in newspaper today? unsure.gif

The hdd base plate issue is "mostly sorted out", but their hdd plant will only be 10-15% capacity due to lack of demand.
*
i stop believing this company's boss long back. my greatest cut lost this whole year is in notion .
Tsuto
post Nov 25 2010, 03:17 PM

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How about JCY?
mopster
post Nov 25 2010, 03:19 PM

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QUOTE(panasonic88 @ Nov 25 2010, 02:50 PM)
Wanna hear what ya gonna do with your SUNCITY? smile.gif
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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

This post has been edited by mopster: Nov 25 2010, 03:21 PM
JamesPond
post Nov 25 2010, 03:19 PM

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QUOTE(Tsuto @ Nov 25 2010, 03:17 PM)
How about JCY?
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jcy very high already
Mr.LKM
post Nov 25 2010, 03:23 PM

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QUOTE(davidcch07 @ Nov 25 2010, 03:12 PM)
Here!!!  tongue.gif
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QUOTE(yok70 @ Nov 25 2010, 03:13 PM)
Hands up!!  tongue.gif
*
Cool.

Yok70, you seem to have everything in your basket....

When did you guys start to hold this company?
yok70
post Nov 25 2010, 03:28 PM

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QUOTE(Mr.LKM @ Nov 25 2010, 03:23 PM)
Cool.

Yok70, you seem to have everything in your basket....

When did you guys start to hold this company?
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I hold it for 2 months+ already. I like its brand name (my construction boss friend highly recommended it for investment...not goreng lah). And I like its strategic properties locations: Klang Valley, Penang(booming!!), Johor(coming!!).... thumbup.gif

teehk_tee
post Nov 25 2010, 03:28 PM

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ok.. bought in paramon.

TP RM 10 biggrin.gif
David_Brent
post Nov 25 2010, 03:31 PM

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

TP RM 10 biggrin.gif
*
rclxms.gif Welcome on board!
TP: RM10.00??
Wah! drool.gif I wish....rclxm9.gif
teehk_tee
post Nov 25 2010, 03:33 PM

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QUOTE(David_Brent @ Nov 25 2010, 03:31 PM)
rclxms.gif Welcome on board!
TP: RM10.00??
Wah! drool.gif  I wish....rclxm9.gif
*
yeah, im considering this my replacement for YTL which im gonna dump soon. new love wub.gif
GregPG01
post Nov 25 2010, 03:35 PM

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QUOTE(panasonic88 @ Nov 25 2010, 02:52 PM)
U rike to follow what I buy one hor... laugh.gif

Go Holland, don't blame me okie tongue.gif
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hate you. i queue whole morning cannot get. sad.gif sad.gif
harry1125
post Nov 25 2010, 03:36 PM

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keep cash first, wait for T+3 after korea booming to enter laugh.gif
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 ?
*
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
*
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
*
Woot! Welcome aboard! Good entry price from recent consolidation thumbup.gif

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