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

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kroegand
post Nov 25 2010, 03:37 PM

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QUOTE(JamesPond @ Nov 25 2010, 03:19 PM)
jcy very high already
*
really? i thought current price is the lowest level it had been since it's IPO hmm.gif hmm.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
*
Hamila... Just grab it. Not much difference. Unless you want recent low RM 2.60 drool.gif
ante5k
post Nov 25 2010, 03:39 PM

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One quick question,

MMC - CA , if i hold this warrant till it expiry. what will happen?

Will i need convert to shares or will i get my cash back?

Thank yiou.


Added on November 25, 2010, 3:40 pmAdditional information for MMC CA :

Expiry of Securities
Type of Securities : Structured Warrants
Type of Structured Warrants : Call Warrants
Exercise/ Strike/ Conversion Price : MYR 2.3000
Exercise/ Conversion Ratio : 4 : 1
Settlement Type/ Convertible into : Cash
Last Date & Time for Trading : 25/11/2010 05:00 PM
Date & Time of Suspension : 26/11/2010 09:00 AM
Last Date & Time for Transfer into Depositor's CDS a/c : 30/11/2010 04:00 PM
Date & Time of Expiry : 30/11/2010 05:00 PM
Date & Time of Delisting : 01/12/2010 09:00 AM


This post has been edited by ante5k: Nov 25 2010, 03:40 PM
teehk_tee
post Nov 25 2010, 03:41 PM

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QUOTE(panasonic88 @ Nov 25 2010, 03:37 PM)
Woot! Welcome aboard! Good entry price from recent consolidation  thumbup.gif
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tq biggrin.gif your Faber was a good rebound price also icon_rolleyes.gif

QUOTE(kroegand @ Nov 25 2010, 03:37 PM)
really? i thought current price is the lowest level it had been since it's IPO  hmm.gif  hmm.gif
*
maybe he thought JCY is only worth 60sen. hahaha, the stock has very strong support at 90+ sen, plus HDD inventories are bottoming out, expected to renormalise around 1Q - 1H 2011
Mr.LKM
post Nov 25 2010, 03:41 PM

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QUOTE(yok70 @ Nov 25 2010, 03:28 PM)
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
*
I bought when it was 1.9 and the price was oscillating around 1.79 to 1.89... Anyway, the fundamentals of this company is strong and it performs well in peak and off-peak season.

Does anybody here hold Evergreen? It's so disheartening to see the share price falls to 1.34....
drsaleh
post Nov 25 2010, 03:43 PM

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teehk tee.. like your current avatar. cute one.
same with jason.. nice, cute looking one..

btw, my IJMwc cheong..
really regret selling qsrwb during panic sale last few days.. if not going to bag extra rm300..
kroegand
post Nov 25 2010, 03:45 PM

Ding Ding Gale!!!
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QUOTE(teehk_tee @ Nov 25 2010, 03:41 PM)

maybe he thought JCY is only worth 60sen. hahaha, the stock has very strong support at 90+ sen, plus HDD inventories are bottoming out, expected to renormalise around 1Q - 1H 2011
*
then now is good time to collect brows.gif
GregPG01
post Nov 25 2010, 03:47 PM

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QUOTE(kroegand @ Nov 25 2010, 03:37 PM)
really? i thought current price is the lowest level it had been since it's IPO  hmm.gif  hmm.gif
*
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
.
eddytan86
post Nov 25 2010, 03:47 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
*
Xie Xie Ms Pana notworthy.gif
teehk_tee
post Nov 25 2010, 03:51 PM

ไม่เป็นไร
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QUOTE(drsaleh @ Nov 25 2010, 03:43 PM)
teehk tee.. like your current avatar. cute one.
same with jason.. nice, cute looking one..

btw, my IJMwc cheong..
really regret selling qsrwb during panic sale last few days.. if not going to bag extra rm300..
*
laugh.gif tq, jason's previous avatar was srsly attractive. want to look for his avatar everytime i check in here

QUOTE(GregPG01 @ Nov 25 2010, 03:47 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
.
*
2H11? shocking.gif

sigh.. this stock already in freezer might as well just leave it there for another year or two doh.gif
masterjedi
post Nov 25 2010, 03:53 PM

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QUOTE(teehk_tee @ Nov 25 2010, 03:51 PM)
laugh.gif tq, jason's previous avatar was srsly attractive. want to look for his avatar everytime i check in here
2H11? shocking.gif

sigh.. this stock already in freezer might as well just leave it there for another year or two  doh.gif
*
this stock so far my bigger lost in klci.. never touch this counter again... pay a higher price for a good lesson. smile.gif
Superman7
post Nov 25 2010, 03:53 PM

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bought Media icon_rolleyes.gif
TSsmartly
post Nov 25 2010, 03:55 PM

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QUOTE(ante5k @ Nov 25 2010, 03:39 PM)
One quick question,

MMC - CA , if i hold this warrant till it expiry. what will happen?

Will i need convert to shares or will i get my cash back?

Thank yiou.


Added on November 25, 2010, 3:40 pmAdditional information  for MMC CA :

Expiry of Securities
Type of Securities : Structured Warrants
Type of Structured Warrants : Call Warrants
Exercise/ Strike/ Conversion Price : MYR 2.3000
Exercise/ Conversion Ratio : 4 : 1
Settlement Type/ Convertible into : Cash
Last Date & Time for Trading : 25/11/2010 05:00 PM
Date & Time of Suspension : 26/11/2010 09:00 AM
Last Date & Time for Transfer into Depositor's CDS a/c : 30/11/2010 04:00 PM
Date & Time of Expiry : 30/11/2010 05:00 PM
Date & Time of Delisting : 01/12/2010 09:00 AM
*
settlement in cash form.


masterjedi
post Nov 25 2010, 03:55 PM

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QUOTE(Superman7 @ Nov 25 2010, 03:53 PM)
bought Media  icon_rolleyes.gif
*
me before this holding but sold already because not syariah counter... good dividen and prospect but money not everything. smile.gif
Tsuto
post Nov 25 2010, 03:58 PM

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Wonder what is you guys' abp for JCY... My parent has a lot too, with quite high abp but he doesnt wana cut it...
ante5k
post Nov 25 2010, 04:00 PM

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From: Port Dickson


QUOTE(smartly @ Nov 25 2010, 03:55 PM)
settlement in cash form.
*
meaning top up cash to convert to shares?
markchan
post Nov 25 2010, 04:01 PM

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damn got work today cant monitor much
protonw
post Nov 25 2010, 04:01 PM

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QUOTE(David_Brent @ Nov 25 2010, 02:04 PM)
Wah!!
rclxms.gif
Now sure to fly to the moon!! rclxm9.gif


Added on November 25, 2010, 2:06 pmAny Maybank holders? Just wondering what to do about this Dividend Re-investment thingie.... hmm.gif
They are offering the shares at RM7.70 a piece.... brows.gif
*
If you have Maybank Shares which are deposited in your Direct CDS, please fill in the attached form and send to

Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City, Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 2264 3883

Deadline for submission : 08 December 2010

Remember to affix Revenue stamp of RM10.00


This email requires your reply on Maybank Dividend Reinvestment Plan. If you do not reply, you will be paid in cash instead.


Malayan Banking Bhd has fixed the issue price of new Maybank shares to be issued under
the dividend reinvestment plan at RM7.70 per share. The issue price was based on the fiveday
volume weighted average market price (VWAMP) of RM8.99 per share up to and
including Nov 3, being the last trading day prior to the price fixing date. It also said the share
price was set after adjusting for a gross dividend adjustment of 44 sen to the five–day VWAMP
and a discount of 85 sen, which is approximately 9.9% discount to the ex–dividend VWAMP of
RM8.55. (Bursa Malaysia)

Ex-date : 18 November 2010

Shareholders who have 1000 shares will be paid the followings

1) 4 sen in cash less tax of 25%, therefor net payment is 3 sen = RM30.00

2) Dividend Reinvestment (optional, shareholders who do not respond will be automatically paid in cash)

40 sen less tax of 25%, therefor, net payment of 30 sen = RM300

If you opt for dividend reinvestment, the calculation is

RM300 / RM7.70 = 38 shares .

....................................

Wonder how I am to deal with those untradable odd lots... hmm.gif

This post has been edited by protonw: Nov 25 2010, 04:02 PM
teehk_tee
post Nov 25 2010, 04:02 PM

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QUOTE(Tsuto @ Nov 25 2010, 03:58 PM)
Wonder what is you guys' abp for JCY... My parent has a lot too, with quite high abp but he doesnt wana cut it...
*
mine.. somewhere 1.3+
TSsmartly
post Nov 25 2010, 04:03 PM

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QUOTE(ante5k @ Nov 25 2010, 04:00 PM)
meaning top up cash to convert to shares?
*
no you get back cash.

e.g

mom = 2.86
ca = 0.14

profit / loss = 0.14 - (2.86 - 2.3)/4 = 0

so, u get back your cash in ca = 0.14 nia.

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