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

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panasonic88
post Nov 29 2010, 04:12 PM

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Buy buy buy.

Sales is almost over whistling.gif
panasonic88
post Nov 29 2010, 04:22 PM

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QUOTE(yok70 @ Nov 29 2010, 04:21 PM)
PANA POWER!! MUHIBAH IS MOVING.... shocking.gif
*
ph34r.gif I swear I didn't do anything. laugh.gif
panasonic88
post Nov 29 2010, 04:29 PM

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QUOTE(whizzer @ Nov 29 2010, 04:23 PM)
KLCI today is like a man who accidently jumped into the deep end of the pool and now frantically swimming to shore.  biggrin.gif  We'll only know last minute if he makes it.  icon_rolleyes.gif
*
Sometimes he will drown too laugh.gif
panasonic88
post Nov 29 2010, 04:52 PM

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Paramon 4.80 is a yum yum.

*Korek my pocket for more money...* biggrin.gif
panasonic88
post Nov 29 2010, 04:57 PM

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QUOTE(yok70 @ Nov 29 2010, 04:54 PM)
+3.9 some more.  blush.gif
*
KLSE is always full of surprises & hope laugh.gif
panasonic88
post Nov 29 2010, 05:19 PM

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QUOTE(mopster @ Nov 29 2010, 05:14 PM)
Stone Friend 50c divvy.. more than what i expected 45c biggrin.gif
wahhh single tier 50c divvy... the yield is better than my Tanjong last time... rclxms.gif
*
Is way higher than previous year too!

Last year give 30 sens only.

Now 50 sens. rclxms.gif rclxms.gif
panasonic88
post Nov 29 2010, 06:18 PM

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Kulim jual mahal now laugh.gif

QSR down, KFC & Kulim share price up up.

This drama extended its episode. More show to come.
panasonic88
post Nov 29 2010, 06:40 PM

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QUOTE(markchan @ Nov 29 2010, 06:22 PM)
need to do more research on the stone friend then...
huhu since lots of sifu here
*
Just kasi hentam la laugh.gif

LOL I hold no responsibility to my words & actions whistling.gif
panasonic88
post Nov 29 2010, 06:47 PM

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QUOTE(mopster @ Nov 29 2010, 06:13 PM)
LOL... Kulim reject offer... nice play...

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)
Further to the announcements dated 25 November 2010 in relation to the above
Offer, the Board of Directors of Kulim (Board) wishes to announce that it has
today deliberated on the Offer and unanimously resolved to reject the Offer in
view of the Groups current business strategy moving forward.

The Board views the businesses of QSR and its subsidiaries as part of the key
entities within the Kulim Group. As QSR and subsidiaries are currently
experiencing a robust growth, the Board believes that more value can be
realized in the long term and therefore the Companies should be retained within
the Group.
Premised on the above, the Board has decided to reject the offer.
This announcement is dated 29 November 2010.

Added on
I presume they are referring to the offer by Carlyle because there was no other offer announced on 25th Nov.
Soooooo.... what's the consequence of this action ?
Me guess:
QSR -> red...
Kulim -> green...
Kfc -> flat...
*
Kulim say, hampalang offer, tak mao!

I predict the same price movement as you too moppy.

Kulim up, QSR down, KFC not much action.

===

QSR Rejects Revised Takeover Bid from KUB, Idaman, CVC Capital
November 29, 2010, 4:20 AM EST

Nov. 29 (Bloomberg) -- QSR Brands Bhd., which controls KFC Holdings (Malaysia) Bhd., said it rejected a revised joint takeover offer made by Idaman Saga Sdn., KUB Malaysia Bhd. and CVC Capital Partners Asia III Ltd., according to an exchange filing in Kuala Lumpur today.

The three companies said they offered to takeover QSR at 6.70 ringgit per share, KUB said in a separate statement. Idaman, a company part-owned by businessman Halim Saad, made an earlier offer of 5.60 ringgit per share on Nov. 22.
panasonic88
post Nov 29 2010, 06:55 PM

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QUOTE(mopster @ Nov 29 2010, 06:49 PM)
LoL... i like this pic....
user posted image
out of the 3,, i think the right one is the best...
*
I joined back the SUNCITY bandwagon. blush.gif

SUNCITY is the stock that I buy high, sell higher laugh.gif Happened twice already. Now is gonna be the third time.

Beat my itchy hand for selling it tongue.gif

I salute you on your holding power & confidence blush.gif


QUOTE(markchan @ Nov 29 2010, 06:49 PM)
if you jump i might as well follow lol.
since everyone says you have the touch of midas...

haha will see tomorrow then if sales then pick up else observed and learn
*
I have been buying 2 batches of Stone Friend since month ago, where were you, my friend laugh.gif
panasonic88
post Nov 29 2010, 07:11 PM

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QUOTE(sharesa @ Nov 29 2010, 07:06 PM)
are you guys selling your QSR, or keeping , in case of higher offer later?
Hmm....only tomorrow can tell....there's lots of twists and turns.... hmm.gif
*
I'd say, buy QSR on weakness on tomorrow.
panasonic88
post Nov 29 2010, 08:23 PM

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Another dividend from PANAMY rclxms.gif

PANAMY - Interim Dividend (RM 0.15)
Stock Name: PANAMY
Company Name: PANASONIC MANUFACTURING MSIA
Amount: RM 0.15
Announcement Date: 29/11/2010
Ex Date: 29/12/2010
panasonic88
post Nov 29 2010, 10:55 PM

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QUOTE(mazda626 @ Nov 29 2010, 10:38 PM)
Supermx la.....sudah average down pun still kaput
*
I feel your pain, I remember you were gaining a handsome return when it was traded at RM6.xx (while your cost is RM4.xx), can't deny that certain stocks are on rotational play, unless it constantly pays good dividend and company is growing, otherwise when time is right, just take the profits off the table.

Right now is too late for any cutting lost ction. Just hold on to it. The FA sifu uncle Sam hold a big chunk at RM4.8x and is not worrying. nod.gif
panasonic88
post Nov 30 2010, 09:04 AM

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WAHAHA!!!

Sorry tongue.gif

I love this drama!
panasonic88
post Nov 30 2010, 09:07 AM

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QUOTE(sharesa @ Nov 30 2010, 09:04 AM)
somehow, something need to be sold to pay off Jcorp's debts
*
Another rumour is Jcorp is selling KPJ. Dunno.
panasonic88
post Nov 30 2010, 09:11 AM

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QUOTE(kuluuluk @ Nov 30 2010, 09:05 AM)
The drama will have happy ending ka"?
*
Yes, if there is another warrior stepping in and offer a higher price (more than RM6.70)and Jcorp accept it.

But make sure you are on the right path.


QUOTE(zamans98 @ Nov 30 2010, 09:08 AM)
Aiyo...

okay, cantek.. me now Q buy QSR. Sure another round of speculation
*
I'd say no rush. Wait for 1-2 days first.
panasonic88
post Nov 30 2010, 09:37 AM

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Nothing much from my side.

Just KLK, Trading buy, TP: RM23


Attached File(s)
Attached File  researchview_KLK_1110.pdf ( 164.01k ) Number of downloads: 17
panasonic88
post Nov 30 2010, 09:39 AM

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JCorp rejects takeover offers

Despite a bidding war having taken place involving big names in the local and international corporate world, it seems like none of them will get a slice of a finger-lickin’ good business. Johor Corp (JCorp), the ultimate shareholder of KFC Holdings (M) Bhd (KFCH), has turned down takeover bids for the fast-food company from US-based private equity firm Carlyle Group and tycoon Tan Sri Halim Saad.

Kulim (M) Bhd said it had rejected the offer from Carlyle, while QSR Brands Bhd had turned down the revised offer from Idaman Saga Sdn Bhd (a vehicle of Halim) which teamed up with KUB Malaysia Bhd and CVC Capital Partners Asia III Ltd.

JCorp’s rationale for not selling QSR and KFCH was for the simple reason that it saw longer term value in these assets. “The board views the businesses of QSR and its subsidiaries as part of the key entities within the Kulim group,” Kulim said. “As QSR and its subsidiaries are currently experiencing robust growth, the board believes that more value can be realised in the long term and therefore the companies should be retained within the group,” it said. (StarBiz)
panasonic88
post Nov 30 2010, 09:47 AM

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QUOTE(harry1125 @ Nov 30 2010, 09:43 AM)
add On bkawan? drool.gif  50 cent div but price didnt go up much.
*
Ex date still long way to go kot. (Feb 2011)

Come down to RM15 and I shall buy again.

Right now, meditating.
panasonic88
post Nov 30 2010, 09:53 AM

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QUOTE(teehk_tee @ Nov 30 2010, 09:50 AM)
eh?

what happen to KSeng? suspended..
please please please special dividend biggrin.gif biggrin.gif biggrin.gif
*
Kseng will declare bonus issues. Refer last night announcement.

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