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 STOCK MARKET DISCUSSION V72, CNY RALLY !!

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SKY 1809
post Feb 9 2011, 10:27 AM

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QUOTE(StupidGuyPlayComp @ Feb 9 2011, 10:24 AM)
brows.gif today rehearsal, tomorrow give us the real one
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Kinda adjustable 1.

Maybe to make TA people happy.

This post has been edited by SKY 1809: Feb 9 2011, 10:29 AM
SKY 1809
post Feb 9 2011, 11:07 AM

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QUOTE(htt @ Feb 9 2011, 11:01 AM)
They have no choice but promoting that, else very hard to justify the low interest and QE2...

Pure grain counter not seen in regional market leh... I would like to hold some wheat/ rice counters (not those with they land submerged  tongue.gif ) especially... my palm oil counters all sleeping or heading south while CPO getting higher & higher...  sad.gif
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Rice , new barometer for world economic recovery hmm.gif

I thought it is Copper rclxub.gif

This post has been edited by SKY 1809: Feb 9 2011, 11:09 AM
SKY 1809
post Feb 9 2011, 11:24 AM

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QUOTE(htt @ Feb 9 2011, 11:17 AM)
Can be... Asia century coming, so what we eat & drink & poo poo might affect how the way world goes...

At the moment copper & tin seems good, maybe should look at semicon also, as most of the copper & tin go with semicon... hmm.gif
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World Tin stock holding period drops from 63 days to 13 days.

Soon Semi con productions go upside down. icon_question.gif

Here is the link to the article that says the shrinking supply of tin will push it higher to USD$50,000 a tonne
reuters.com/article/2011/02/04/uk-tin-record-idUKLNE71303V20110204

LONDON | Fri Feb 4, 2011 5:47am EST

LONDON (Reuters) - Tin prices have hit record highs on worries about short supplies from the top world exporter Indonesia, where rain has hampered production.

Prices of the metal -- used for soldering and in electronic equipment -- on the London Metal Exchange hit an all-time high of $30,920 a tonne on Thursday, a gain of about 15 percent so far this year after a surge of 58 percent last year.

A crackdown on illegal mining in Indonesia since 2006, tighter export regulations in the country and output disruptions have pushed tin prices higher in recent years.

"There are all the ongoing issues surrounding Indonesian production ... the fundamental picture is very sound," said Steve Hardcastle, head of client liaison at Sucden Financial.

"There are currently no obvious substitution possibilities."

Last week a senior official said Indonesia, the world's second-largest producer after China, would restrict annual output to 100,000 tonnes.

One the reason for the sharp upward trajectory in tin prices is the small size of the market relative to other metals.

Annual tin consumption this year is estimated at around 365,000 tonnes, compared with about 21 million tonnes for copper and 45 million tonnes for aluminium, the most frequently traded metal on the London Metal Exchange.

"It's a relatively small market compared with the others, so smaller occurrences could have a bigger effect," said Will Smith, a portfolio manager at CQS New City Investment.

BUY

Lars Steffenson, managing director at Ebullio Capital Management, said tin could vault to $50,000 a tonne.

"There is going to be less and less available. People will have to pay higher prices," he added.

"On the supply side you have output problems, (while) consumption is strong. Its use in electronics has been pretty steady despite the downturn ... there will be a supply deficit."

Part of the reason for the deficit is China, which is said to be consuming more tin than it produces. Its usage last year reached a record level of almost 147,000 tonnes, according to consulting firm ITRI.

This post has been edited by SKY 1809: Feb 9 2011, 11:50 AM
SKY 1809
post Feb 9 2011, 11:40 AM

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QUOTE(mazda626 @ Feb 9 2011, 11:35 AM)
Wait 4 it, wait 4 it, wait 4 it.................LOL tongue.gif
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You big shark nowaday. biggrin.gif
SKY 1809
post Feb 9 2011, 03:23 PM

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QUOTE(protonw @ Feb 9 2011, 03:12 PM)
Aiyoh, TM gets crazy liao.....  whistling.gif  cry.gif  laugh.gif
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1.8% rclxub.gif

Anyway, congratulation

This post has been edited by SKY 1809: Feb 9 2011, 03:24 PM
SKY 1809
post Feb 10 2011, 08:27 AM

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QUOTE(qcs @ Feb 10 2011, 07:58 AM)
Natural resource is about what?
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Tin , coal , iron mines, oil etc
SKY 1809
post Feb 10 2011, 10:57 AM

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QUOTE(StupidGuyPlayComp @ Feb 10 2011, 10:48 AM)
biggrin.gif I top up my plantation counter, low risk..............
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Which one brows.gif
SKY 1809
post Feb 10 2011, 01:06 PM

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QUOTE(htt @ Feb 10 2011, 12:00 PM)
There are some movement... bought CA in the morning and sold later, come back from toilet already sold and sky rocketing... only able to earn lunch money... sien... yawn.gif
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I bought some CE, now afraid to go to toilet liao yawn.gif
SKY 1809
post Feb 10 2011, 02:10 PM

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QUOTE(Superman7 @ Feb 10 2011, 01:52 PM)
This is how MPHB is going to fund for the acquisition.
http://www.btimes.com.my/Current_News/BTIM...icle/index_html
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Selling off rm one billion non core business is kinda good, right ?

They have tonnes of properties but do not know to develop them
SKY 1809
post Feb 10 2011, 02:28 PM

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QUOTE(kuluuluk @ Feb 10 2011, 02:19 PM)
I was thinking like if a girl know's how to slim down is good.. but what if Over Slim....  hmm.gif

Did say non Core business... = all except gambling?
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Non core means businesses they are not too familiar with, like Sime losing 1.6B in Bakun.

MULTI-PURPOSE Holdings Bhd, a Malaysian gaming and financial services group, plans to raise RM1 billion selling “non-core” assets and focus on its gaming business, Managing Director Surin Upatkoon said in a phone interview today.

Multi-Purpose, which yesterday announced plans to acquire full control of its betting unit, Magnum Holdings Sdn Bhd, will keep the lottery operator under the company, Surin said. It’s too early to consider relisting Magnum, he said. - Bloomberg

Read more: Multi-Purpose to raise RM1b in asset sale http://www.btimes.com.my/Current_News/BTIM...l#ixzz1DXDEycsv

This post has been edited by SKY 1809: Feb 10 2011, 02:28 PM
SKY 1809
post Feb 10 2011, 02:42 PM

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QUOTE(cwhong @ Feb 10 2011, 02:36 PM)
u know what's its non core biz wanted to let go? insurance, investment house, hotel or properties / lands quite a lots leh...... i guess insurance and investment house will be the one....  hmm.gif
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I hope they sell props in KL and Penang, then can lock in realised profit by millions.
SKY 1809
post Feb 10 2011, 04:21 PM

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QUOTE(StupidGuyPlayComp @ Feb 10 2011, 04:17 PM)
hmm.gif MPHB actually a properties company............maybe they can sell land. If i not wrong, they got a land in KL town area


Added on February 10, 2011, 4:19 pm
brows.gif The rehearsal come true...........haha laugh.gif
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MPHB may move tomorrow laugh.gif
SKY 1809
post Feb 10 2011, 05:49 PM

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QUOTE(StupidGuyPlayComp @ Feb 10 2011, 05:34 PM)
me too............reddest day experienced

biggrin.gif anyway, my yesterday gain still more than today's lost................surviving too
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Manage to earn some pocket money from MPHB call warrants, and keeping some for tomorrow bull run. icon_rolleyes.gif


SKY 1809
post Feb 10 2011, 11:54 PM

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Dedicated To Kenny :-

MPHB

This post has been edited by SKY 1809: Feb 10 2011, 11:56 PM


Attached File(s)
Attached File  mphb.pdf ( 63.17k ) Number of downloads: 72
SKY 1809
post Feb 11 2011, 02:01 PM

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QUOTE(GregPG01 @ Feb 11 2011, 01:56 PM)
anyone followed me on IGB ? suspended lio .
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Not every stock suspended is considered to be good.

Pure speculation if buying is just bocs it is to be suspended soon for whatever.

Sori no offence, plse. notworthy.gif

This post has been edited by SKY 1809: Feb 11 2011, 02:04 PM
SKY 1809
post Feb 11 2011, 03:32 PM

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QUOTE(StupidGuyPlayComp @ Feb 11 2011, 03:28 PM)
hmm.gif I read the article, it downgrade becos CPO cant pass the 4000 barrier...............not a logic downgrade


Added on February 11, 2011, 3:30 pmatm, today is reddest day for me this year.............-1.24%
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Time to upgrade MPHB yawn.gif

Could reach rm 3 .......
SKY 1809
post Feb 11 2011, 03:44 PM

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QUOTE(StupidGuyPlayComp @ Feb 11 2011, 03:40 PM)
biggrin.gif RHB and HuangDBS have same view with us, the 1.6b buy over 49% share is damn cheap........

This price is actually lower than previous privatisation price 3%, meaning CVC earn nothing from this part

but RM2.30 per MPHB share is a offering for them to compensate (this my view)
so CVC will hold around 25-30% of MPHB share

laugh.gif MPHB fundamental is stronger now
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Who knows CVC may buy more in the open market, and does some Block placements out of Malaysia.
SKY 1809
post Feb 11 2011, 04:36 PM

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QUOTE(StupidGuyPlayComp @ Feb 11 2011, 04:35 PM)
biggrin.gif This counter really HOT HOT HOT............
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OK lah so long is green curry yawn.gif
SKY 1809
post Feb 11 2011, 04:50 PM

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QUOTE(StupidGuyPlayComp @ Feb 11 2011, 04:41 PM)
laugh.gif Save money goreng share.............

I can tell her, "i buy you big gift if earn money"
after i earned money, i said "i use your current gift's money to earn bigger gift"


Added on February 11, 2011, 4:42 pm brows.gif CI wanna climb back to phscology 1500 level?
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Not goreng lah

Now you are boss of MPHB , very bigggggggggggg co, loh
SKY 1809
post Feb 12 2011, 10:23 AM

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QUOTE(mazda626 @ Feb 12 2011, 10:17 AM)
BTW, most things move up with the exception of GAJI, more so after GE.

Soon we would fall into low income group ( with inflation and so on ).

Maybe time to migrate to a high income country like Singapore laugh.gif

http://biz.thestar.com.my/news/story.asp?f...79&sec=business

“The existing pool of 700,000 Malaysians working overseas is an indication of the capabilities of Malaysians overseas,” says Kelly Services (Malaysia) Sdn Bhd managing director Melissa Norman.

This post has been edited by SKY 1809: Feb 12 2011, 10:25 AM

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