Who say? All Major business here is linked to G one way or other. Got 2 parties except faber for IFM business. One is " P "group with strong GLC support. The other is company " R " with ties toward UMNO

I changed the names of the companies because i don't want susah in case G track me

thanks . i will keep a good watch . opportunities in uncertainties i guess .

hi guys! Time to buy RCECAP!!!
reason? I just sold it.
Replace with MEGB. Have been eyeing on it since $3.00. Don't follow me on this, could be dangerous.

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?

sifu lose patience with ah long ? thought ah long doing well .

I guess this time I'm happy with 20% gain.

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Added on November 25, 2010, 8:48 pmTecnic... Is a cold counter that I bought recently... You guys can take a look if interested.

This post has been edited by chyaw: Nov 25 2010, 08:48 PM

- deleted -

This post has been edited by PureGeek: Nov 25 2010, 09:20 PM

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.

Will certainly Cheong if the Sage of Kuching sells.....!!

Would you elaborate more on your decision for MEGB? I am convinced that this counter is undervalue but Fidelity keeps on disposing...

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

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

my basket now majority muhibah and osk..hopefully is great one~

if u convinced, then disposing giving time for u to have accumulate stock at cheap.

Yeah Cheong for Muhibah~~ then sold this ... sien...

why muhibah...?? Hmm...

CMMT can buy ... anyone plan to take my investment linked fund out to get this....

REIT got dividen?

1 noob q, when to shop ( so i can get divvy) if let say the financial year of ABC company will end on 1-Dec-10?

I'm looking at it from financial point of view. I think it is a good buy.
Of course, there is no guarantee it is a good buy as traders nowadays is Maybe they know something that we don't know.
This will be my last post before heading to Super BolehLand.

morning everyone.. today petchem day... tak sabar...

5.61 ?

all the chef come out cooking with their biggest wok kah .

This post has been edited by GregPG01: Nov 26 2010, 08:44 AM


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