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STOCK MARKET DISCUSSION V72, CNY RALLY !!
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jasontoh
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Feb 16 2011, 10:28 AM
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QUOTE(yok70 @ Feb 16 2011, 10:16 AM) still holding it for now. I also  now. without new institutional investors joining in, there is no chance for it to rebound. If they ever found them, i'm pretty sure the price will shoot up fast. So, it's a 50-50 now. I'd say HOLD if you have spare money and already bought it, but don't BUY on this falling knife. Just my view. the comforting thing is, it still pays pretty good yield of 7-8%. Added on February 16, 2011, 10:19 amAlex, CIMB, now OSK, all been quite positive on supermax for mid term (alex worried on short term though). I have been thinking to enter since last week. Still thinking, since the market is red red now, is it just the beginning of red?  Could be just the beginning of the drop. I would not do anything until I see certainty. Currently seeing banks kena dumped like crazy....most likely will scare some other ikan bilis-es as well. I believe, buying some inflation hedging counters will be a good choice
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jasontoh
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Feb 16 2011, 10:53 AM
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QUOTE(yok70 @ Feb 16 2011, 10:46 AM) Many times, a stock took one week to drop 20%, but it takes just 1 day to recover up 15%. I guess, they still "wait and see" strategy gua. For MEGB case, looks like it just need one news to recover, that is "they found a new investor".  I think you got that the other way round. Many times, a stock will take shorter time to drop 20%, while taking years to go up even 10%, unless we are in a bullish environment. Else, it is hard to see stocks going down slower than going up. This post has been edited by jasontoh: Feb 16 2011, 10:55 AM
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jasontoh
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Feb 16 2011, 02:25 PM
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QUOTE(panasonic88 @ Feb 16 2011, 02:22 PM) I missed the RM2.3x train lor, I hopped in 30 sens later. What is "expensive"? Never say late.  Agree. Never say late, especially if fundamentals are intact. I believe RM3 for Tecnic is just a matter of time, maybe will disposed it by then. But will look at how the fundamentals of the stock when the Q report is out  . Expecting 20-30c divvy  Looks like the feng shui chart is becoming real for this month This post has been edited by jasontoh: Feb 16 2011, 02:28 PM
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jasontoh
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Feb 17 2011, 08:49 AM
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jasontoh
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Feb 18 2011, 09:17 AM
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QUOTE(Bonescythe @ Feb 18 2011, 09:16 AM) Yday 1st half Maybank, 2nd half PB Bank.. Today morning Hong Leong.. 2nd half is who? Luckily not everyone together down. Else trading volume = 0.  Added on February 18, 2011, 9:19 amMBMR +0.08 consider rocketing up?? This post has been edited by jasontoh: Feb 18 2011, 09:19 AM
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jasontoh
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Feb 18 2011, 09:28 AM
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QUOTE(delon85 @ Feb 18 2011, 09:27 AM) Up 1.10? Who manage to sell theirs that time? On 2nd thought, cannot be, else it will be suspended one session for limit up. This post has been edited by jasontoh: Feb 18 2011, 09:30 AM
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jasontoh
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Feb 18 2011, 09:39 AM
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QUOTE(popcorn513 @ Feb 18 2011, 09:30 AM) +3% only not consider rocket Added on February 18, 2011, 9:31 ambased on history, so can it be a reference or not? You make your own call. Anyway feng shui chart is usually based on logic a bit. If there is a lot of holiday, sure market drop a bit.....sort of like common sense. QUOTE The 2010 Year of the Golden Tiger CLSA FSI predicted the performance of the Hang Seng Index (“HSI”) so precisely that even we were a little surprised.
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jasontoh
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Feb 21 2011, 10:53 AM
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Mine is only food related counter move
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jasontoh
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Feb 21 2011, 02:48 PM
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QUOTE(protonw @ Feb 21 2011, 02:45 PM) Wow....seems like you have unlimited bullet to buy Maybank. Too bad, I don't have it
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jasontoh
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Feb 21 2011, 02:51 PM
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QUOTE(protonw @ Feb 21 2011, 02:49 PM) I missed a lot of good counters, so now shoot tiger  . Maybe can go rm9 today  Too bad my food counters not moving fast enough so that I can swing to Maybank. Will just give it a go
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jasontoh
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Feb 21 2011, 02:59 PM
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QUOTE(StupidGuyPlayComp @ Feb 21 2011, 02:57 PM)  This is Malaysia, just focus on top 5 CI counters enough.............its already weight more than 40% on the Composite Index Looks like Maybank also help all my counters up. Plantation, food, health Go go go  Added on February 21, 2011, 3:01 pmDielog...see you at 3.50 This post has been edited by jasontoh: Feb 21 2011, 03:01 PM
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jasontoh
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Feb 21 2011, 03:03 PM
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QUOTE(teehk_tee @ Feb 21 2011, 03:01 PM) aiseh, nice nice, that's about 39 sens from today's low. nice tiger nice tiger This morning thought of buying Maybank......but worry FF continue to dump, ended up now
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jasontoh
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Feb 21 2011, 03:08 PM
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QUOTE(teehk_tee @ Feb 21 2011, 03:07 PM) haha, there's always a time like this, i know how u feel . I saw the sell Q this morning and I was like....
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jasontoh
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Feb 21 2011, 03:10 PM
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QUOTE(protonw @ Feb 21 2011, 03:08 PM) Aiyor, my portfolio red....  Maybank enough to help you earn your sharks fins soup to wash mouth
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jasontoh
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Feb 21 2011, 07:39 PM
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QUOTE(StupidGuyPlayComp @ Feb 21 2011, 05:55 PM)  Fimacor, because it overweight in my portfolio. TDM result is out, yoy profit up a lot.........high possibility it apply to others palm oil counter too, like Fimacor(result may out this week too) Fimacor results is out. I hope TDM will give div, did not see it in their Q report I also hope other palm oil counters will have increase in profit a lot as Utd Plantation also see increase in profit, then plantation counters....rally  Added on February 21, 2011, 7:40 pmQUOTE(drsaleh @ Feb 21 2011, 06:54 PM) HWGB sure drop some more tomorrow. goreng period over. It's 'spectacular' rise is not supported by fundamental. Just waiting for the inevitable. Those who bought sure know this one, except that they are hoping the party will continue. btw, TDm announced the quarter result already.. target price 4.50 by end of year. Next month sure announce divvy.. Why I did not see the div in their Q report? How much you are expecting? 20c??  20c = 50c up This post has been edited by jasontoh: Feb 21 2011, 07:41 PM
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jasontoh
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Feb 21 2011, 09:05 PM
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QUOTE(skiddtrader @ Feb 21 2011, 09:03 PM) TDM last year announced their dividend only at the end of March but pay in May. Still long way to dividend but take heart, you can expect at least 12 sens because thats the 30% minimum. I'm hopeful it will be nearer to 20 sens. So, I will assume the price will stay stagnant tomorrow right?
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jasontoh
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Feb 21 2011, 09:13 PM
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QUOTE(StupidGuyPlayComp @ Feb 21 2011, 08:32 PM)  The Fimacor's revenue dint increase much cause the profit low in growth................i expect the higher palm oil price can bring huge effect like TDM I see that high CPO price really benefit some companies like TWSPlant....the earnings whole year like jump 3x Added on February 21, 2011, 9:14 pmQUOTE(skiddtrader @ Feb 21 2011, 09:12 PM) Hmmm I believe the current price already priced in the expected EPS but not the dividend yet. So I believe it still can go up a bit when the div is finally announced. When is Tecnic expected to announce Q report + 30c div? This post has been edited by jasontoh: Feb 21 2011, 09:14 PM
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jasontoh
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Feb 21 2011, 10:41 PM
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QUOTE(drsaleh @ Feb 21 2011, 10:33 PM) TDM not much movement lately, and even keep going down, but did not breach the rm3 barrier, even with fall in CPO prices. I do hope tomorrow rally few cents at least, just to cheer me up... hehehe then rally some more by mid march, anticipating the divvy. That was the usual pattern over the years. hopefully it follows the trend this time. Maybe now can buy more to keep for short term trade Anyway, I also buy another plantation counter today.
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