STOCK MARKET DISCUSSION V67, Alex's 1447 or 1388.....
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 Nov 30 2010, 02:59 PM
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#1
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... 
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QUOTE(StupidGuyPlayComp @ Nov 30 2010, 02:54 PM)  China market is the murder of this bearish............i hate them    China probably going to raise interest rate again.This post has been edited by gark: Nov 30 2010, 03:00 PM |
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Nov 30 2010, 03:10 PM
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#2
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(StupidGuyPlayComp @ Nov 30 2010, 03:04 PM)  If wanna raise just hurry do it, it let the rumor/news flying around now will cause the market keep bleeding...........1 time pain better than long period pain  That's why Japan and Shanghai also got spooked. |
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Dec 1 2010, 02:27 PM
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#3
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(yok70 @ Dec 1 2010, 01:53 PM) ETF also got divvi? so good? Why not, if the companies in the ETF pays dividend, the ETF can decide to divvy the dividend or reinvest it.  |
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Dec 2 2010, 01:53 PM
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#4
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(cherroy @ Dec 2 2010, 01:33 PM) The major reason why BKawan is undervalued, are because of its liquidity, and it is a holding company. The chairman of Batu Kawan is the younger brother of KLK chairman. In fact the company is cross held, between the brothers and the management is essentially the same as many holdings of Batu Kawan is cross held by KLK subsidiaries. Essentially I view them as one single company. KLK is the stock most fund manager must/will/want to have, as it is an index linked, a big cap and major plantation stocks. BKawan is not. Another reason, BKawan is holding company, cash and profit are bulk come from KLK, and rely on KLK. BKawan itself business is rather small only. KLK is the one directly involve the plantation businesses, cash generator. Until Bkawan sell off its entire stake in KLK, the value of KLK holding only will be realised. So the value is not unlocked, no matter how high the value, you can see but cannot touch.  Investor buying share want to share a profit, not seeing value/profit in the window.   Also it is very unlikely that Batu kawan will sell off the shares in KLK. This post has been edited by gark: Dec 2 2010, 01:55 PM |
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Dec 3 2010, 09:13 AM
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#5
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Myoswee @ Dec 3 2010, 08:19 AM) Lately You should look at US mutual fund outflow from the share market, that is a much much bigger number. Khazanah disposing Airport shares EPF disposing RHB shares TM disposing Axiata shares And all these disposal are in big blocks You guys smell anything? This post has been edited by gark: Dec 3 2010, 09:14 AM |
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Dec 4 2010, 01:21 PM
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#6
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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Here go read the October 2010 CPI report if you want to understand better.
CPI OCT 2010 You can see that price of vegetables went up 15% and alcoholic beverages 6%.  But the overall index is 1.7%. Does not include price of property and car though, so the recent run up in house prices is not reflected. Also the CPI calculation is based on 'essential items only' so if you want to splurge on gadgets, imported goods, nice food, etc etc it will not be reflected as well. SO you can expect your personal CPI to be 1-2x higher than CPI especially those big spender urban dwellers. If you live in Kampung and have a simple lifestyle, the 1.7% CPI is probably not too far off. This post has been edited by gark: Dec 4 2010, 01:29 PM |
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