QUOTE(kuluuluk @ Nov 25 2010, 01:50 PM)
tomorrow is payment day for 1.5sen T.E. interim This post has been edited by teehk_tee: Nov 25 2010, 01:53 PM
STOCK MARKET DISCUSSION V67, Alex's 1447 or 1388.....
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Nov 25 2010, 01:52 PM
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#41
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Nov 25 2010, 02:22 PM
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#42
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QUOTE(panasonic88 @ Nov 25 2010, 02:00 PM) super nice entry price you got there. technical-wise. QUOTE(kroegand @ Nov 25 2010, 02:12 PM) 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.. 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.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? Added on November 25, 2010, 2:27 pm QUOTE(GregPG01 @ Nov 25 2010, 02:19 PM) in that report.. towards the endOUTPERFORM and target price of RM21.88. Pending the release of its 4QFY10 results, we retain our FY10-12 EPS forecasts. somebody got fat fingers This post has been edited by teehk_tee: Nov 25 2010, 02:28 PM |
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Nov 25 2010, 02:33 PM
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#43
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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 who knows maybe CIMB gives 'less rosy' review just want to the price to fall so that sharks can accumulate more just my imagination going wild 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 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 |
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Nov 25 2010, 02:58 PM
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#44
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Nov 25 2010, 03:01 PM
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#45
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Nov 25 2010, 03:03 PM
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#46
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Nov 25 2010, 03:28 PM
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#47
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ok.. bought in paramon.
TP RM 10 |
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Nov 25 2010, 03:33 PM
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#48
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Nov 25 2010, 03:41 PM
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#49
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QUOTE(panasonic88 @ Nov 25 2010, 03:37 PM) tq QUOTE(kroegand @ Nov 25 2010, 03:37 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 |
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Nov 25 2010, 03:51 PM
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#50
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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.. QUOTE(GregPG01 @ Nov 25 2010, 03:47 PM) CIMB . kill them , dont kill me . 2H11? 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. sigh.. this stock already in freezer might as well just leave it there for another year or two |
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Nov 25 2010, 04:02 PM
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#51
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Nov 25 2010, 04:15 PM
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#52
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Nov 25 2010, 04:18 PM
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#53
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Nov 25 2010, 04:26 PM
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#54
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Nov 25 2010, 04:29 PM
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#55
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Nov 25 2010, 04:36 PM
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#56
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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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Nov 25 2010, 04:39 PM
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#57
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drbh's buy queues suddenly pile up
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Nov 25 2010, 09:56 PM
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#58
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hmm, YTL 1Q up 43%,
stock up 16.5% from normal levels .. still doesn't explain the stock rise guess tomorrow sell another 1/3 for me. |
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Nov 25 2010, 10:57 PM
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#59
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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 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.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? hope that helps 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 |
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Nov 26 2010, 09:10 PM
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#60
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wah!
today was the only day out of these 2 weeks i was away from the screen.. super busy not a good day |
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