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 STOCK MARKET DISCUSSION V73, Blood Bath is Refreshing!

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mopster
post Feb 24 2011, 05:22 PM

m o p p y
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QUOTE(StupidGuyPlayComp @ Feb 24 2011, 05:18 PM)
this morning CI down 2 points, counters red red
now CI down 21points, counters red red red red red red red red red red red red red

if calculate like this, when CI drop to 1400, we can go borrow Ah Long already
*
if no play margin no need find Ah Long geh~~~~ worst is live savings all gone... tongue.gif
no money buy house, buy car and get married.... doh.gif
mopster
post Feb 24 2011, 05:34 PM

m o p p y
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QUOTE(teehk_tee @ Feb 24 2011, 05:32 PM)
vmad.gif  vmad.gif

WHAT??!?
*
YTL Corp become cheap cheap RM 1.40 stock biggrin.gif
what's the implication actually ?
easier to dispose to ikan bilis ?
can dispose lot's of shares each tick ? reducing prevent big swings ?
preserve market cap ?
kindly enlighten smile.gif notworthy.gif
mopster
post Feb 24 2011, 06:12 PM

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AHealth Result out..... opened the report and jumped straight to dividend section... hmmm only 9c this time! me no happy sad.gif
9c consists of 4c less 25% and 5c TE which means nett 8c only~~ doh.gif

how come so low ? i expect 15c-20c
Full Year EPS 35c but Dividend only 13.5c ...

will read details later....
Added on
PARAMON BIIIII!!!!!!!!!!!
whooohoooooo flex.gif

This post has been edited by mopster: Feb 24 2011, 06:26 PM
mopster
post Feb 24 2011, 06:51 PM

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QUOTE(panasonic88 @ Feb 24 2011, 06:43 PM)
Ohhh Paramon kasi anak huh.

2 for 5 bonus issues.

And a 20 sens dividend.  thumbup.gif  Higher pay than last year. And not to mention, we had kutip a 40 sens special dividend early of the year!

===

Oh mai, Carlsberg gives final dividend 7.5 sens + special dividend 43 sens. Why I tarak Carlsberg >_<
*
wahh Carlsberg giving 50.5c ...thats almost 8.3% DY.... O____o
is this from good earnings or one-off gain ?
mopster
post Feb 24 2011, 07:33 PM

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The $220 a Barrel Oil Call and the Risk Trade
http://www.cnbc.com/id/41752844
--
cheers to Paramon holders... cheers.gif
mopster
post Feb 25 2011, 08:52 AM

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QUOTE(teehk_tee @ Feb 25 2011, 08:46 AM)
are my eyes working correctly?

Paramon PE 3.67?
I know the DY of 17% is correct. biggrin.gif
*
imo should exclude jerneh's gain... the PER ex-Jerneh is about 6x now smile.gif
i'll be sooooo happy if Paramon can trade around 4.70 today biggrin.gif

i hope it can trade at PER 9x [RM6.00] by BI.... not too much to ask for, right ? tongue.gif
--
hmm rebounding on open..i hope it's not a trap... hmm.gif

This post has been edited by mopster: Feb 25 2011, 08:57 AM
mopster
post Feb 25 2011, 09:05 AM

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they make yesterday's selling so pointless... maybe to trap future players... happy happy go short KLCI.. now panic again.... sweat.gif

This post has been edited by mopster: Feb 25 2011, 09:05 AM
mopster
post Feb 25 2011, 09:10 AM

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QUOTE(valan @ Feb 25 2011, 09:07 AM)
anyone analyzed paramon 4th quarter earning report yet ?

prev qtr revenue is 98m with 21m net profit.
this qtr revenue is 102m (just 4m more) but net profit skyrocket to 85m.

where the additional 60m net profit comes from ?
*
lolz plz scroll back 1 page and read my post tongue.gif

if u lazy to scroll.. click here instead... haha

» Click to show Spoiler - click again to hide... «


why MISC jump ? the earnings is actually marnee from MMHE listing ler... why ppl so excited and goreng it.. operational wise not much improvement also.... rclxub.gif
Added on
QUOTE(panasonic88 @ Feb 25 2011, 09:08 AM)
Weeee Paramon make my day~~ Keep it up!
*
reward for patience n holding powarrrrr ~~~~~ cheers.gif

This post has been edited by mopster: Feb 25 2011, 09:12 AM
mopster
post Feb 25 2011, 09:29 AM

m o p p y
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Ahealth from before result to after result from bear slap to bull run also never move.... it just wont budge... perhaps they should just rename to FixedHealth.... tongue.gif

This post has been edited by mopster: Feb 25 2011, 09:30 AM
mopster
post Feb 25 2011, 09:50 AM

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QUOTE(GregPG01 @ Feb 25 2011, 09:46 AM)
PARAMON

Prospects
Baring unforeseen circumstances, the board is optimistic that 2011’s performance will be comparable to that
of 2010 excluding the gains from the disposal of Jerneh Insurance Berhad

so paramon = buy , keep , forget and take the $ from dividends.
q2q cash pile from 235m to 332m
last rnav valuation was over rm8 ps.
*
and by June this year [iirc].... if they havent use the remaining Jerneh marnee... they'll treat tenji buffet tongue.gif
mopster
post Feb 25 2011, 09:59 AM

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QUOTE(panasonic88 @ Feb 25 2011, 09:57 AM)
Stock market is indeed a good ground for testing our patience.

Keeping back the money.

Today is not a entry day for me.
*
not sure if u still have QL.....
mopster
post Feb 25 2011, 10:01 AM

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whistling.gif

This post has been edited by mopster: Feb 25 2011, 10:02 AM
mopster
post Feb 25 2011, 10:30 AM

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QUOTE(panasonic88 @ Feb 25 2011, 10:05 AM)
Thanks moppy. Yes still holding tight. biggrin.gif

By the way, our Stone Friend is being crushed ever since the dividend EX. Sad.

Partly also due to the downturn of CPO.
*
i think all the bad things coincides... thats why BK got grinded lol..
ex-date, unrest, oil price, soybean price, cpo crash... just my thoughts... hmm.gif
mopster
post Feb 25 2011, 06:12 PM

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TM
13.1c less 25% Tax ps tba upon AGM approval
29c ps proposed capital distribution
Added on
Eksons
~Prop dev segment turned to 2.4M profit from 1.2M loss QoQ
~A bit of surprise here... hmm.gif income from timber Qtr under review is 3M vs 9.5M QoQ....
~Apart from higher timber production costs and lower sales, they also mentioned :
QUOTE
The fluctuation noted in the turnover of the quarters under review is mainly due to delays in the arrival of purchasers’ vessels for loading

~Cheap USD/High RM is a concern...

~cash flow, debt still ok..
~NAV 2.19
~outlook still +ve
Added on
Uchiiiii
~meet my expectation! 7c + 5c = 12c for a RM1.30 stock.... thats 9%DY! rclxms.gif
~good management did share buyback recently to support the price
Added on
Hil
a picture says a thousand words for my hil...
» Click to show Spoiler - click again to hide... «


This post has been edited by mopster: Feb 25 2011, 07:23 PM
mopster
post Feb 25 2011, 11:24 PM

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QUOTE(panasonic88 @ Feb 25 2011, 07:33 PM)
TECNIC gives 10 sens TE divvy.

That's below my expectactions. sad.gif
*
QUOTE(skiddtrader @ Feb 25 2011, 09:59 PM)
Should b higher, only interim div announced so far. I think another 9 sen coz of 50% policy.
*
QUOTE(jasontoh @ Feb 25 2011, 11:10 PM)
Hopefully is 10c interim, 9c special = 19c total. Next week surge 30c biggrin.gif
*
i scanned through niki's report.. if i read correctly, they are quite active on expansion this year, focusing on production lines. They have only about 4M left in their coffer on 31st December 2010, which is just nice for a 10c ps for everyone ... laugh.gif

QUOTE
The Company endeavour to maintain a dividend policy of paying a minimum 50% dividend
payout of its profit after tax annually to shareholders with effect from the financial year 2010.


With effect from FY2010 means -> starting from FY2010, right ? if yes, we should have another 9c coming as final or special. The announced 10c ps was just an interim as what skiddtrader said. Maybe they'll surprise with a Special Divvy or Final Divvy biggrin.gif

A special or final 9c will cost about RM3.6M. We have time until April before they confirm all the divvy dates tongue.gif

Added on February 25, 2011, 11:28 pm
QUOTE(protonw @ Feb 25 2011, 11:14 PM)
[/spoiler]
Thanks Moppy for summarising it but.... I only see 7c final divvy for Uchi, where you got that 5c more  hmm.gif

And I love TM....  thumbup.gif
*
LoL.... the 5c sudah masuk pocket.... it was Q3 divvy, Q3+Q4 = 12c icon_idea.gif
Added on
wahhh all the spreadsheets look very nice... so colorful.... thumbup.gif

This post has been edited by mopster: Feb 25 2011, 11:35 PM
mopster
post Feb 26 2011, 09:10 PM

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QUOTE(yok70 @ Feb 26 2011, 08:16 PM)
Another glove factory on fire.  doh.gif
http://www.sinchew.com.my/node/194736?tid=1

Anyone know which company is it?
afaik Klang is TopGlove's Stronghold.. laugh.gif
Kossan's Office is also @ Klang... but factories i'm not sure... i think Klang also...

aiya... rubber catch fire is like a common thing... only chinese paper reports.. and they filter the name...
cannot even sell on news.... laugh.gif

This post has been edited by mopster: Feb 26 2011, 09:13 PM
mopster
post Feb 26 2011, 11:14 PM

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QUOTE(kroegand @ Feb 26 2011, 10:35 PM)
just some curiosity on TM revenue hopefully somebody can enlighten me.

did the operating revenue of 2.3 billion TM made inclusive of the gain they got from disposing Measat and Axiata shares?? or is it pure revenue from operation only? still learning the financial statement so not very sure on this.

on side note JCY results looks depressing ...  sweat.gif
*
the 2.3Billion Operating Revenue is purely from their operations.. below is the breakdown of operating revenue by "Products"...
Voice: 953M <--- still the bulk of rev but going downhill
Data: 491M <--- mostly corporate i think
Internet: 437M <--- Unifi, hotspot, screamyx
Others: 440M <--- i dunno what products... maybe phones, modems, etc...

However, Operating Profit does include the gain from disposals of Axiata & Measat. If i'm not wrong, in Q4 they only disposed Axiata...
Measat was done before Q4. They did not breakdown exactly how much from Axiata and Measat... You can view a table on Page21 for that info.

Dividend policy remains unchanged.. minimum 700M pa or higher.... abt 20c pa... 5% at current price.

Please note that TM is near the TP price of most IBs if my memory serves tongue.gif

me also learn learn only, if wrong need sifu to teach teach liao... biggrin.gif
mopster
post Feb 28 2011, 08:51 AM

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some news to Niki [Tecnic] fans.....
There's a write up on Weekly Edge...
It says that another 10c is likely after they've audited their accounts... so stay tuned.. smile.gif
--
wassup with genting ? O_o
today last day of the month... maybe got monkey show...

This post has been edited by mopster: Feb 28 2011, 09:04 AM
mopster
post Feb 28 2011, 10:01 AM

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QUOTE(panasonic88 @ Feb 28 2011, 09:44 AM)
My Stone Friend 4 digit profits *poof* into few kupang paper gain nia.

KNS liao. T_T
*
not sure if this makes any sense or not....
sigh~~~ RM2 gone... [from rm17]..... icon_question.gif
mopster
post Feb 28 2011, 10:17 AM

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QUOTE(Myoswee @ Feb 28 2011, 10:11 AM)
I thought some research say Bkawan MIGHT  be privatised ?  blink.gif
*
they cook Bkawan on that rumour.... tongue.gif CIMB was one of the rumour-monger...
now Q4 result out.. AGM over... and no one talks about pvt already... laugh.gif
when time comes they'll reheat the news again.... tongue.gif

This post has been edited by mopster: Feb 28 2011, 10:18 AM
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