Mahsing is totally crazy... It's now at RM2.73!
STOCK MARKET DISCUSSION V72, CNY RALLY !!
STOCK MARKET DISCUSSION V72, CNY RALLY !!
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Feb 9 2011, 04:28 PM
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Senior Member
3,749 posts Joined: Jan 2005 From: Johor |
Mahsing is totally crazy... It's now at RM2.73!
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Feb 9 2011, 04:29 PM
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Senior Member
5,191 posts Joined: May 2009 |
QUOTE(zamans98 @ Feb 9 2011, 04:14 PM) Yup, and people laugh at my lorries - parking outside the construction side. Yesterday, the large hydraulic crane boom patah, so people panic and start leaving the lorries outside. I bought few lorries and today the drivers are smiling, because they got good day pay. |
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Feb 9 2011, 04:35 PM
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All Stars
13,681 posts Joined: Mar 2006 |
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Feb 9 2011, 04:36 PM
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Senior Member
934 posts Joined: Sep 2005 |
i see more red than green..
naim save my day |
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Feb 9 2011, 04:37 PM
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Senior Member
1,345 posts Joined: Dec 2007 |
QUOTE(qcs @ Feb 9 2011, 04:25 PM) oh, whole year izzit...if it's true, at current price 5.47, the net yield is still more than 8%....... quite attractive...... they had distributed 22 cts this year so far (up to 3rd Q)..... another 8 cts for 4th Q + 15 cts for special divvy? who's with me? This post has been edited by fergie1100: Feb 9 2011, 04:37 PM |
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Feb 9 2011, 04:38 PM
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Senior Member
415 posts Joined: Jan 2003 From: Petaling Jaya |
[Dow Jones] STOCK CALL: UOBKayHian lowers AirAsia's (5099.KU) target a tad to MYR3.63 from MYR3.66 after adjusting for the listing value of AirAsia's Thai and Indonesian associates, as well as its 16% stake in AirAsiaX. "We met up with Benjamin Ismail, investor relations head at AirAsia, and came away impressed with the company's long-term potential[I]," says UOB; the house says while a fuel price increase is a concern, it's confident in AirAsia's ability to raise ticket prices. "For 2011, we have assumed that base ticket prices will grow by 5.0% or MYR8.70, which we believe won't impact demand," UOB says. The house raises AirAsia's 2010 net profit estimate by 1.1% to MYR958 million after factoring in 4Q10 operating statistics, but lowers its 2011 earnings estimate by 5.0% to MYR928 million after increasing its average fuel price estimate by 5.0% to US$105/barrel. UOB keeps a Buy call on AirAsia[COLOR=red]. The stock is up 1.1% at MYR2.82.
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Feb 9 2011, 04:38 PM
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All Stars
13,681 posts Joined: Mar 2006 |
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Feb 9 2011, 04:38 PM
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Senior Member
1,200 posts Joined: Oct 2008 From: Simpang Ampat, Penang |
QUOTE(fergie1100 @ Feb 9 2011, 04:37 PM) oh, whole year izzit... yeah..... if it's true, at current price 5.47, the net yield is still more than 8%....... quite attractive...... they had distributed 22 cts this year so far (up to 3rd Q)..... another 8 cts for 4th Q + 15 cts for special divvy? who's with me? |
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Feb 9 2011, 04:40 PM
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All Stars
13,681 posts Joined: Mar 2006 |
QUOTE(fergie1100 @ Feb 9 2011, 04:37 PM) oh, whole year izzit... if it's true, at current price 5.47, the net yield is still more than 8%....... quite attractive...... they had distributed 22 cts this year so far (up to 3rd Q)..... another 8 cts for 4th Q + 15 cts for special divvy? who's with me? NTA will reduce. profit low, i still no interest |
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Feb 9 2011, 04:42 PM
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Senior Member
1,200 posts Joined: Oct 2008 From: Simpang Ampat, Penang |
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Feb 9 2011, 04:45 PM
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All Stars
13,681 posts Joined: Mar 2006 |
QUOTE(qcs @ Feb 9 2011, 04:42 PM) maxis really rich. since last year, hotlink sms rate increase from 5c to 7c, maybe this can help to add their profit...? My view, the telco sector is saturated........they all keep on cut price to try gorek customer from competitor but the wireless broadband market is increasing, fighting start here again |
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Feb 9 2011, 04:48 PM
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Senior Member
1,200 posts Joined: Oct 2008 From: Simpang Ampat, Penang |
QUOTE(StupidGuyPlayComp @ Feb 9 2011, 04:45 PM) My view, the telco sector is saturated........they all keep on cut price to try gorek customer from competitor but the wireless broadband market is increasing, fighting start here again |
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Feb 9 2011, 04:48 PM
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Junior Member
96 posts Joined: Apr 2010 |
waseong !!!!!!
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Feb 9 2011, 04:50 PM
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All Stars
13,681 posts Joined: Mar 2006 |
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Feb 9 2011, 05:12 PM
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Senior Member
8,510 posts Joined: Dec 2004 From: KayEL |
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Feb 9 2011, 05:17 PM
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Senior Member
3,807 posts Joined: Jan 2006 |
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Feb 9 2011, 05:32 PM
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Senior Member
1,022 posts Joined: Mar 2006 |
QUOTE(monkeyking @ Feb 9 2011, 05:17 PM) |
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Feb 9 2011, 05:42 PM
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Senior Member
3,807 posts Joined: Jan 2006 |
QUOTE(kroegand @ Feb 9 2011, 06:32 PM) Attached File(s)
Eastern___Oriental_20110112_Update.pdf ( 123.78k )
Number of downloads: 22 |
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Feb 9 2011, 06:52 PM
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Senior Member
3,212 posts Joined: Jun 2007 From: atas bawah kiri kanan |
Hello all,
Mind enlighten me as to what callable bull certificate means ? Particularly this paragraph : If a Mandatory Call Event (MCE) occurs, we shall call the MAXIS Callable Bull Certificates. The Warrantholders are not required to serve any notice of exercise to us upon occurrence of MCE. The MAXIS Callable Bull Certificates will be suspended and terminated upon the occurrence of a MCE. The Warrantholders shall within 7 Market Days from the delisting date or the Expiry Date of the MAXIS Callable Bull Certificates, whichever is earlier, receive the Cash Settlement Amount. If the Cash Settlement Amount after deducting all exercise expenses is equal to or less than zero, we shall not be obliged to make any payment to the relevant holder, and the MAXIS Callable Bull Certificates shall lapse on the occurrence of the MCE and cease to be valid. |
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Feb 9 2011, 06:56 PM
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Senior Member
3,807 posts Joined: Jan 2006 |
1) HUAAN IS A GOOD BUY. 2) Recent prices seem to suggest Hua-An has rock-bottomed; Hua-An's current share price valuation is highly undemanding; Hua-An has NTA of RM0.610; 3) Hua-An is back in the black with improved company outlook due to recovery of the steel industry; for example, the U.S. steel industry is currently in an extended bull run; 4) At the moment, the demand for coking coal is greater than its supply due to coal shortage (so severe parts of China recently interrupted electricity supply in the cold winter) 5) Rise in coal prices due to shortage correlates to better coke prices and improved margins, since Hua-An can pass the increment to its customers; 6) Hua-An is now purchasing and "washing" its own raw coal at greatly reduced cost; 7) Previous clamping down by the Chinese government on inefficient metallurgical coke producers will be to Hua-An's advantage (it currently has about 10% of Shandong's market share); Cool Hua-An has a reasonable management team and skilled workers (coal and coking coal are core Chinese industries); 9) Hua-An's major shareholder is Tunku Naquiyuddin (Antah) via Rock Point Alliance Pte Ltd., and not a Chinese who might dump Hua-An shares. ------------------- 1) The shortage of coal may extend and cause severity (the current problem is not expected to extend beyond the cold winter; furthermore, Hua-An's factory is strategically located near coal mines); 2) Corporate mismanagement and fraud (distrust of Chinese counters); 3) Bank of China's monetary policies of tightening money supply and raising interest rates may pressurize regional stock markets; 4) Global and local stock markets collapse in 2011 (unlikely, we are only going into the 3rd year of the up-cycle since the 2007 sub-prime mortgage crisis, so consolidation at most). Analysis Since there is no direct play on coal on the local scene at the time of writing, Hua-An is the closest alternative in terms of coking coal. China, in the past a huge net exporter of coking coal, has streamlined coking coal export...previously due to environmental issues, now due to extreme global shortage. Will not be surprised if a Chinese steel conglomerate bids for Hua-an, seemingly the current trend in Asia, namely ICVL (India) and Rio Tinto (Australia). |
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