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

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teehk_tee
post Nov 25 2010, 01:52 PM

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QUOTE(kuluuluk @ Nov 25 2010, 01:50 PM)
Did someone say something about who still got london cookie? <-- ME
*
tomorrow is payment day for 1.5sen T.E. interim icon_rolleyes.gif

This post has been edited by teehk_tee: Nov 25 2010, 01:53 PM
teehk_tee
post Nov 25 2010, 02:22 PM

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QUOTE(panasonic88 @ Nov 25 2010, 02:00 PM)
Bought FABER. Joined chief David.  nod.gif
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super nice entry price you got there. technical-wise. icon_rolleyes.gif now u join liao my hand super duper itchy.

QUOTE(kroegand @ Nov 25 2010, 02:12 PM)
anybody here monitoring JCY?? anybody knows when does it's financial reports will come out?
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i'm still holding. it's reports were usually out before the 24th, but this time late liao.. definitely end of this month.

QUOTE(SuperToi @ Nov 25 2010, 02:18 PM)
i got a question..
can it say as the shark is luring the price goes up and then they sold a big amount or share at higher price and then all small fish sendiri zap sang?
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thing is this isn't some random shark-selling-to-small-fish thing. whoever buys 4.5mil shares from another buyer is definitely not small fish.


Added on November 25, 2010, 2:27 pm
QUOTE(GregPG01 @ Nov 25 2010, 02:19 PM)
fyi, cimb start to sound less rosy for this counter this morning.
*
in that report.. towards the end

OUTPERFORM and target price of RM21.88. Pending the release of its 4QFY10
results, we retain our FY10-12 EPS forecasts.

somebody got fat fingers tongue.gif or this stock is gonna get gorenged until hangus ikan bakar

This post has been edited by teehk_tee: Nov 25 2010, 02:28 PM
teehk_tee
post Nov 25 2010, 02:33 PM

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QUOTE(kroegand @ Nov 25 2010, 02:29 PM)
thank you for sharing. still CIMB's TP is almost double from it's current price  hmm.gif

maybe CIMB gives 'less rosy' review just want to the price to fall so that sharks can accumulate more  brows.gif  brows.gif

just my imagination going wild  tongue.gif


Added on November 25, 2010, 2:31 pm

i think it was a misprint cos at the start of the report it stated TP 0f RM1.88 only  tongue.gif  tongue.gif
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who knows brows.gif maybe is a subtle hint that something's coming brows.gif tongue.gif

out of all the research houses that covered JCY, CIMB was the most bullish. if i recall their TP was rm3.20+ or more. it's only fair they drop it to 1.88 or ... 21.88
teehk_tee
post Nov 25 2010, 02:58 PM

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QUOTE(yok70 @ Nov 25 2010, 02:51 PM)
did you see osk??  shocking.gif
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no wonder.. TA also up after lunch. i wonder how the market players can instantly spot all these. hmm.gif
teehk_tee
post Nov 25 2010, 03:01 PM

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QUOTE(Mr.LKM @ Nov 25 2010, 02:59 PM)
There are algorithms that automatically trades for them.
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there has to be some sort of trigger right
hmm.gif i wonder..
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
teehk_tee
post Nov 25 2010, 03:28 PM

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ok.. bought in paramon.

TP RM 10 biggrin.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
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yeah, im considering this my replacement for YTL which im gonna dump soon. new love wub.gif
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
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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
teehk_tee
post Nov 25 2010, 03:51 PM

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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..
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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
.
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2H11? shocking.gif

sigh.. this stock already in freezer might as well just leave it there for another year or two doh.gif
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...
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mine.. somewhere 1.3+
teehk_tee
post Nov 25 2010, 04:15 PM

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QUOTE(SuperToi @ Nov 25 2010, 04:13 PM)
will this affect MAYBANK-CO???? icon_question.gif  icon_question.gif  icon_question.gif  icon_question.gif  icon_question.gif
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CO won't be affected cuz it's call-warrant.
teehk_tee
post Nov 25 2010, 04:18 PM

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QUOTE(GregPG01 @ Nov 25 2010, 04:13 PM)
another merger .  rclxub.gif  rclxub.gif  rclxub.gif or they think another merger candidate .
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Mahsing merge with Ho Hup and MagnaPrima?

cuz the executive director Lim of HoHup jumped ship from Magna, and used to work for Mahsing tongue.gif
teehk_tee
post Nov 25 2010, 04:26 PM

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QUOTE(panasonic88 @ Nov 25 2010, 04:22 PM)
I heard is SP SETIA.
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i think dali some research paper mentioned spsetia n mahsing.

i can see some synergy in combining the 2 together. become a giant residential player. #1 in msia. tongue.gif

This post has been edited by teehk_tee: Nov 25 2010, 04:30 PM
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post Nov 25 2010, 04:29 PM

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QUOTE(ante5k @ Nov 25 2010, 04:27 PM)
i thought only if the mother price is trading below the exercise price (in this case RM2.30), then all gone.
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you're right.
teehk_tee
post Nov 25 2010, 04:36 PM

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for MMC-CA

as long as MMC isnt below 2.30, din go holland. since it's in the money. (as in the CW is not overpriced/value-less)
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post Nov 25 2010, 04:39 PM

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drbh's buy queues suddenly pile up
teehk_tee
post Nov 25 2010, 09:56 PM

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hmm, YTL 1Q up 43%,
stock up 16.5% from normal levels .. hmm.gif
still doesn't explain the stock rise hmm.gif

guess tomorrow sell another 1/3 for me.
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post Nov 25 2010, 10:57 PM

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QUOTE(staind @ Nov 25 2010, 08:39 PM)
Idea impairment in 4QFY10. Management said the Board has agreed in principle to write down the
value of its 19.1% stake in Idea Cellular in 4Q10 (to be announced in Feb 2011 together with the release
of its 4QFY10 results). Based on current market valuation for Idea, the impairment charge would slash
our FY10 earnings forecast to a loss of RM695m. This is, however, a non-cash item and will not affect
Axiata’s dividend potential.

This is extracted from OSK report. Any sifu can explain what does the impact of this?
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the impairment charge that they're about to write off is kinda the same as a provision for bad/doubtful debt. it will affect your P&L but like they said it will not affect your cashflow, and hence their dividend paying abilities.

hope that helps icon_rolleyes.gif

impact probably isn't very good in short term, since players who don't really understand it will think omg die liao (it's quite a big impairment) and quickly rush to sell it, although if you hold for long it'll rebound back eventually including the divvys smile.gif
teehk_tee
post Nov 26 2010, 09:10 PM

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wah!

today was the only day out of these 2 weeks i was away from the screen.. super busy sad.gif

not a good day sad.gif

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