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 STOCK MARKET DISCUSSION V73, Blood Bath is Refreshing!

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yok70
post Feb 28 2011, 11:42 PM

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I still remember Maybank always give proton a buy call. I was wondering what's their saying now. tongue.gif
yok70
post Feb 28 2011, 11:58 PM

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QUOTE(mopster @ Feb 28 2011, 11:43 PM)
~Jual~
*
Looks like our market also not so bad as on this point of transparency policy: Cannot expose insider information to IB. tongue.gif


Added on March 1, 2011, 12:01 am
QUOTE(kellyC @ Feb 28 2011, 11:53 PM)
Maybank is one of the worst research house...always bullsh1t..  grumble.gif
*
If depends on them, mati kao kao. TP lower 42% just like that! cool2.gif


This post has been edited by yok70: Mar 1 2011, 12:01 AM
yok70
post Mar 1 2011, 12:20 AM

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QUOTE(cherroy @ Mar 1 2011, 12:11 AM)
Err.... you don't judge or make investment decision based on above statement.

You can have a lot of businesses or good business, but not making profit or enough profit also can.

You make decision on investment based on profit that can generate for you. Not about it is popular or not.
Look at its P&L and Balance Sheet, not from the front door of business.  smile.gif
*
Totally agree. thumbup.gif


Added on March 1, 2011, 12:28 am
QUOTE(protonw @ Mar 1 2011, 12:14 AM)
Aiyor, DJIA bullish tonight, I too late today didnt get any fish....  yawn.gif
*
But FF flow to US/Europe market from Asia market means we will be red red woh. blink.gif



This post has been edited by yok70: Mar 1 2011, 12:28 AM
yok70
post Mar 1 2011, 02:06 AM

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Alex thinks now market is now at peak, and it's going to become bear market after that. hmm.gif


yok70
post Mar 1 2011, 09:48 AM

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Genting is creating new low every few days. Lets see how low can it go today closing. hmm.gif
yok70
post Mar 1 2011, 10:17 AM

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QUOTE(Superman7 @ Mar 1 2011, 10:03 AM)
Think of Genting share as roller-coaster.
You will get it eventually biggrin.gif
*
Exactly. biggrin.gif
yok70
post Mar 1 2011, 11:05 AM

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QUOTE(Myoswee @ Mar 1 2011, 10:57 AM)
Sold my DRBHICOm bought yesterday liao.  smile.gif
*

Added on March 1, 2011, 11:06 am
QUOTE(danmooncake @ Mar 1 2011, 10:44 AM)
Sell order queue...once it hit 1499  tongue.gif
*
sounded very bearish. sweat.gif

This post has been edited by yok70: Mar 1 2011, 11:06 AM
yok70
post Mar 1 2011, 11:17 AM

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cool.gif


Attached File(s)
Attached File  kfima_jupiter_010311.pdf ( 38.88k ) Number of downloads: 31
Attached File  tasco_jupiter_010311.pdf ( 66.83k ) Number of downloads: 19
Attached File  uchitec_ta.pdf ( 85.25k ) Number of downloads: 19
Attached File  ganm_ta.pdf ( 92.09k ) Number of downloads: 11
Attached File  msteel_jupiter_010311.pdf ( 44.97k ) Number of downloads: 19
yok70
post Mar 1 2011, 12:53 PM

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Dear alexander3133, waiting for your OSK papers. It got a March strategy paper? notworthy.gif

yok70
post Mar 1 2011, 01:47 PM

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QUOTE(thomas80 @ Mar 1 2011, 01:27 PM)
It's called LegendVenture, which is a Singaporean company. Ever heard before??

I know it may be a rush, but it is actually an urgent case. Sorry for it.
*
An urgent case? To let you invest for us? I don't get it. rclxub.gif


Added on March 1, 2011, 1:47 pm
QUOTE(alexander3133 @ Mar 1 2011, 12:59 PM)
Today busy, just came back from meeting and lunch  yawn.gif
OSK Daily Research Paper + Technical View + Tons of Stocks Papers + Special Reports.
*
Appreciate that very much! Thank you thank you!! notworthy.gif notworthy.gif notworthy.gif


Added on March 1, 2011, 1:50 pmJust received the Amanahraya (ARREIT) annual report. It looks damn changkeh man!! World class look man. thumbup.gif

This post has been edited by yok70: Mar 1 2011, 01:50 PM
yok70
post Mar 1 2011, 02:26 PM

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QUOTE(Bonescythe @ Mar 1 2011, 02:10 PM)
I think he wants to meet his sales deadline..
He must be a sales / marketing personal for the company.

Urgent -> Because no sales coming in.. No sales -> Hehehehe, you know I know lar.

So he want contact to show his boss..

Something like this? Just predicting / assuming only..
*
If we always think of shortcuts to achieve goals, we may end up with two empty hands.
Just my view...to him, not you. nod.gif
yok70
post Mar 1 2011, 02:51 PM

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QUOTE(baqueen @ Mar 1 2011, 02:36 PM)
rclxub.gif
can any sifu here enlighten me on why different platform present a different PE value on the very same counter ah?

I thought the PE has a standard formular to calculate?
*
at least 2 possibilities:
1. PE could be calculated by the latest 4 qtr reports, or by previous FY's report.
2. some platforms may be calculated wrongly! As far as i know, PE is calculated by the software instead of retrieve directly from the Bursa stock data.

please correct me if i was wrong. biggrin.gif
yok70
post Mar 1 2011, 03:13 PM

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Ask again.
Anyone has any idea why KSeng keeps selling treasury shares? What's good for them for doing it? Thanks! notworthy.gif
yok70
post Mar 1 2011, 03:38 PM

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QUOTE(GregPG01 @ Mar 1 2011, 03:21 PM)
they think its over valued ?
*
I hope not. sweat.gif

BI ex on 9-march....lets see if got show or not... biggrin.gif
yok70
post Mar 1 2011, 05:04 PM

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QUOTE(t5t @ Mar 1 2011, 04:54 PM)
1502.24
Haha... Nice nice... Hopefully will continue uptrend for the remaining days of the week so that overseas investors are alert of Malaysia Boleh!!!
Today's total shares is about 1.1 billion only... Very low... More people standing aside and just watch...
^^"
*
That would be me. biggrin.gif
yok70
post Mar 1 2011, 09:23 PM

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QUOTE(SKY 1809 @ Mar 1 2011, 08:13 PM)
Anyone can share a full version of the following report :-

KUALA LUMPUR: Hwang DBS Vickers Research (HDBSVR) said DRB-Hicom Holdings Bhd is on track for a record year.
It said on Monday, Feb 28 that DRB-Hicom reported 3QFY11 net profit of RM110m (-17% qoq, +6% yoy), taking 9MFY11 net profit to RM400m (+88% yoy).
“This is in line with our RM539m forecast for the full year. While 3QFY11 automotive revenue fell 24% qoq to RM800m, EBIT was 14% higher at RM59m with margins expanding to 6% from 4% a quarter ago,” it said.
HDBSVR said this was likely due to better scale and overall lower costs for assembly and manufacturing.
Meanwhile, the 9MFY11 automotive division EBIT surged six-fold to RM133m. And services division EBIT - largely driven by its bank and concession businesses – inched up 3% to RM282m (63% of group EBIT). DRB declared 2 sen gross interim DPS.
“Next catalysts. These are: (i) conversion of LOI for Deftech worth a potential RM8bn with lucrative margins, and (ii) privatization of Alam Flora in other states in Malaysia, which had received approval from Parliament a few years ago,” it said.
HDBSVR said it believed the conversion of LOI to LOA is forthcoming given the recent agreement between Deftech and FNSS Turkey to purchase 257 units of armoured carrier frames coupled with the intellectual property rights.
The research house said this will also allow it to export to the Asia-Pacific region. We have not factored these into its SOP value or EPS.
“In the medium term, the eventual divestment of 30% of Bank Muamalat (RM600m at 1.4x BV) and revival of property launches will boost FCF and may pave the way for a more formal dividend policy.
“High conviction BUY, TP RM3.55. The stock still offers unbeatable value at 6.4x FY12F PE and 0.7x P/NTA. Our target price, based on 20% discount to SOP, offers 79% upside,” it said.
*
I also want! Anyone got this, please share share. Thanks! notworthy.gif

btw, some info from OSK's daily report:

DRB-Hicom Bhd’s wholly-owned unit Puspakon SB has signed a new 15-year concession agreement with the
government to continue carrying out vehicle inspection. Under the latest concession, Puspakom will pay a
“predetermined concession fee” at an undisclosed rate to the government beginning September 2009 to August
2024 and will be allowed to collect fees for each inspection, according to a filing by DRB-Hicom to Bursa
Malaysia last Friday. “The concession allows Puspakom to continue motor vehicles inspection and testing
activities which will further strengthen the services sector of DRB-Hicom,” the company said in the filing.

thumbup.gif
yok70
post Mar 2 2011, 12:49 AM

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Berjaya Corporation Bhd founder Tan Sri Vincent Tan has pledged to donate at least half of his wealth to charity.

The announcement was made by Tan during an impromptu speech at the launch of the Berjaya Founder’s Day event, where he spoke about his decision to join “The Giving Pledge” that was initiated by Bill Gates, his wife Melinda and Warren Buffett.

His announcement was greeted by loud applause from guests at the event and shoppers at Berjaya Time Square yesterday.

To kickstart his plans, Tan will donate RM20mil this year to various charities that will be announced soon.

“I will also channel to the Better Malaysia Foundation to honour my country. Eventually, I would like to give away half of my wealth and I hope it will inspire more wealthy Malaysians to donate money for charity,” he said.

According to a recent Bernama report, Tan is the nation’s 12th richest person with assets worth RM2.43bil.

He is ranked 828th on the Forbes 2010 world billionaire list with a net worth of US$1.2bil (RM3.66bil).

Tan also donated RM1.5mil to match the RM1.5mil fund that was raised from the Founder’s Day carnival for 28 selected non-governmental organisations and charitable organisations.

The Founder’s Day event was initiated to honour the philanthropic efforts of Tan in conjunction with his birthday on Feb 23.

http://thestar.com.my/news/story.asp?file=...0222&sec=nation

rclxms.gif rclxms.gif rclxms.gif
yok70
post Mar 2 2011, 02:24 AM

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QUOTE(David_Brent @ Mar 2 2011, 01:34 AM)
hmm.gif

There must be some tax write-off or loop-hole he's found that make this "charitable" giving advantageous to himself.... tongue.gif
I don't believe a word of it.... shakehead.gif

A leopard cannot change it's spots.... hmm.gif
*
Exact same thought. He's definitely a devil. biggrin.gif

I was guessing probably he used it to broaden his name exposure worldwide (by the "relationship" with Mr. Bill and Buffett), to assist his possible foreign businesses. Or even directly, Buffett may invest in Bjcorp. rclxms.gif


yok70
post Mar 2 2011, 11:26 AM

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QUOTE(mazda626 @ Mar 2 2011, 11:23 AM)
Relax dun panic......I think instead buy new might as well u plan the exit game plan first...
*
good suggestion. thumbup.gif
panic buy and panic sell won't do any better than go to genting. seriously. nod.gif

This post has been edited by yok70: Mar 2 2011, 11:26 AM
yok70
post Mar 2 2011, 11:32 AM

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damn! everything so cheap now! fingers so itchy! drool.gif
but everyday slowly dropping, better hold back my hands. blush.gif

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