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 STOCK MARKET DISCUSSION V98, Celebrating KLCI breach 13xx point

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mopster
post Sep 19 2011, 04:30 PM

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check in... yawn.gif
greece.. quickly default plz... end our suffering~~

This post has been edited by mopster: Sep 19 2011, 04:31 PM
mopster
post Sep 19 2011, 05:01 PM

m o p p y
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QUOTE(monkeyking @ Sep 19 2011, 05:00 PM)
icon_rolleyes.gif Have no fear, monkeyking is here. laugh.gif  laugh.gif
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hahahaha... laugh.gif thumbup.gif thumbup.gif
mopster
post Sep 19 2011, 05:03 PM

m o p p y
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QUOTE(robinlim @ Sep 19 2011, 05:01 PM)
I'm the one rclxub.gif
10/10 stocks all in loss now
with some close to 50% sweat.gif
Avg >20% in red doh.gif

For me no point to cut loss at this point of time
I'll average down if downtrend continues
and buy some BMWs at Proton's price laugh.gif
market will rebound someday

btw, checking in
*
sry to hear that bro.. mind sharing what are the counters ?
my biggest losers are KianJoo and Fajar.. sad.gif
mopster
post Sep 19 2011, 11:01 PM

m o p p y
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QUOTE(cherroy @ Sep 19 2011, 10:23 PM)
Greece default, never mind, bond holder lose out only.

Who are the bond holders?
Banks.
Banks losing big money, and affect its liquidity and credibility and confidence is the biggest nightmare of economy.
Economy cannot work without banks.
Now, you see why I said before, we are seeing the disadvantage of globalisation, everything become inter-related.
US banks can lend money to European banks. Money can be transferred from Euro to US and vice versa with a click of mouse.
Globalisation, means you die, I also suffer, everyone is inter-related.
Somebody did wrong thing, but you still need to bare the consequence, just the degree more and less.

See how US QE1+2 aftermath, Asian countries across generally are struggling to contain the inflation pressure?
Asian countries did nothing wrong, they are not venturing into RE bubble, they are not venturing into risky derivatives, exotic derivatives, they just work hard and save enough money for themselves. But we see foods price sky-rocketing, house price shoot to the moon, and many ordinary worker class are not able, even servicing a loan.

If not globalisation, it is your matter, the degree of affect is not as great now.

Don't get me wrong, I am not against globalisation, it has vast advantage, but it is not flawless.
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lol... need to put a link to this post.. else the same question will pop out every now and then...
what happens when greece default.. how are we affected by greece... etc ...
mopster
post Sep 19 2011, 11:52 PM

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QUOTE(danmooncake @ Sep 19 2011, 11:48 PM)
If Greece goes default.. just close one eye and BUY during that big dip!
Seriously!  wink.gif
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yes... i'm waiting for that moment!!! when greece defaults.. we're all set for a rebound.. cool2.gif
glad to share the same thoughts with sifus lol...


Added on September 19, 2011, 11:54 pm
QUOTE(lch78 @ Sep 19 2011, 11:36 PM)
Well, it is nice to see KLCI rallied from 900+ to 1500+, thanks to QE1+2.  biggrin.gif  Those who makes money and over-leverage will die, but those who make money and keep will survive..  nod.gif

I think Greece defaulting is just a matter of time. Germany already prepares for it, LKY already said something about it. Then the rest of the news we read, are just like lips service to buy time only for dunno what or who.. The question is whether this Greece defaults will cause even greater effect across the world or specifically US. If it does, then a prolong recession is a sure thing.. If it can be contained within Euro countries, then the effect will go away quicker.

One thing I don't understand is why FF keep on selling down KLCI and Asia? Euro is sick at the moment, and US is in bad shape still. Where the money can go?? There are literally trillions of dollars floating around after QE... Cannot be everything inject into gold..  hmm.gif
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AFAIK, KLSE is the most expensive compares to our regional peers..
jakarta, singapore, and Thai especially are all trading at lower price-earnings multiples tongue.gif
so... should ang moh run ? furthermore, singapore and thailand had their election.. what about M'sia ? tongue.gif laugh.gif

This post has been edited by mopster: Sep 19 2011, 11:54 PM
mopster
post Sep 20 2011, 11:51 AM

m o p p y
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@protonw
nope.. i sold maybulk some time back.. around 2.7x

@skidd
It's not a sure thing that Greece will default but they are trying the 'impossible' to not default if they continue to live on Euro dollar. The austerity measure is not practical in the long run and it wont be enough to payback anything including interests. Global slowdown, high unemployment, social unrest and lack of political will only make things worse.
Greece can stay in the EU but use their own currency, just like Poland and other EU members.
They can survive until Jan 2012 IFF they get the next tranche of 8B Euro bail out money. There'll be a meeting on Oct 3rd to decide on that money IIRC.
If i'm not wrong, Greece has done close to nothing since the Austerity bill was passed. tongue.gif
--
sigh.. i'm dead before index hits 1300.. rclxub.gif

This post has been edited by mopster: Sep 20 2011, 11:53 AM
mopster
post Sep 20 2011, 12:22 PM

m o p p y
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QUOTE(panasonic88 @ Sep 20 2011, 12:10 PM)
I want to do quick analysis on my holdings. See which one is the most resilience & with bullet-proof vest on... hmm.gif

Do you guys have any counter that doesn't drop much since early Aug till now? I can think of is Reits nia.
*
mnrb,hupseng tongue.gif
mopster
post Sep 20 2011, 12:32 PM

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QUOTE(panasonic88 @ Sep 20 2011, 12:28 PM)
These two bukan sudah mao privatize ka.

I like Hupseng recommended by moppy.  thumbup.gif  But I don't like having it during bull run as it never run.
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it's not a recommendation to buy... in fact i need stress to u "not to buy hupseng"!! it never moves!!!! good day, bad day... it is forever stagnant...
tecnic is good.. but i think u sold.. LOL horrible cash flow.. but somehow the company is thriving

This post has been edited by mopster: Sep 20 2011, 12:39 PM
mopster
post Sep 20 2011, 01:12 PM

m o p p y
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QUOTE(panasonic88 @ Sep 20 2011, 01:07 PM)
Pbbank doesn't fall as much as the others. (approx -8% only)

However, Pbbank doesn't cheong like other banks neither when market was bullish.

Try comparing HLFG & PBBANK, then you'll know who is the most resilience.  brows.gif
*
Hlbank should rest for a few years until QLC goes shopping again... HLFG/HLB DY sucks =/
be cautious with Maybulk.. safer to buy if it's below NAV...
--
Plz let Greece default.. dont give them the 8B. Even if they are given the 8B bail out money, they will come back in December and ask for more. Mkt will fall and the whole default issue will come back and haunt the world..

This post has been edited by mopster: Sep 20 2011, 01:18 PM
mopster
post Sep 20 2011, 02:18 PM

m o p p y
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From: Kuala Lumpur


QUOTE(flamestudio @ Sep 20 2011, 02:14 PM)
I wonder is something cooking for PMIND?

hmm.gif
*
cooked, served, dined, now waiting to XXXX laugh.gif

QUOTE
UNCONDITIONAL TAKE-OVER OFFER BY PM SECURITIES SDN BHD ON BEHALF OF SOO LAY HOLDINGS SDN BHD, NORCROSS LIMITED AND CHERUBIM INVESTMENT (HK) LIMITED (COLLECTIVELY REFERRED TO AS THE “JOINT OFFERORS”) TO ACQUIRE ALL THE REMAINING ORDINARY SHARES OF RM0.05 EACH IN PMI (“PMI SHARES”) NOT ALREADY HELD BY THE JOINT OFFERORS (“OFFER SHARES”) FOR A CASH CONSIDERATION OF RM0.045 PER OFFER SHARE.
mopster
post Sep 20 2011, 02:46 PM

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QUOTE(yok70 @ Sep 20 2011, 02:42 PM)
pchem is moving backwards to its ipo price.  tongue.gif
what happen to dialog? suddenly drops so much?  hmm.gif
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i want to know too.. maybe got dragged down by Petchem.. or... Crude Oil price will plunge in coming months..
when crude oil plunges.. CPO will follow... flex.gif
mopster
post Sep 20 2011, 03:33 PM

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so boring... should just sell everything and do work..
mopster
post Sep 20 2011, 03:53 PM

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QUOTE(simonc @ Sep 20 2011, 03:46 PM)
Europe little green. Even DJ future almost green.

KLSE being a real d***.
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I want to puke looking at angmoh markets... Green after Italy downgrade.. Dont u wish Greece default ? Global mkts will rally big time!!! laugh.gif
---------
Dielog broke below 200SMA... starting of a downtrend i guess.. i dun think the RI will be successful anymore unless the Boss and EPF make public statements that they will fully subscribe the RI.
mopster
post Sep 20 2011, 04:06 PM

m o p p y
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QUOTE(baqueen @ Sep 20 2011, 04:02 PM)
This is my favorite:

[attachmentid=2444457]
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hahah ty baqueen jiejie.. support HupSeng~! notworthy.gif notworthy.gif

QUOTE(simonc @ Sep 20 2011, 04:06 PM)
Me too !!! Delicious !!
*
ty simon gorgor... laugh.gif

This post has been edited by mopster: Sep 20 2011, 04:07 PM
mopster
post Sep 20 2011, 04:19 PM

m o p p y
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QUOTE(bursalchemy @ Sep 20 2011, 04:13 PM)
any comment about SUNWAY stock? since it dropped so low since ipo. is it a good buy?
*
I'm a Sunway holder.. hate to say this... but it's hit by less optimistic properties sales, new construction orders, lack of dividend policy.. valuation wise it can definitely go cheaper... now is about fair with a little discount..
u want a good deal ? maybe errr <Rm1.50 ? (hentam figure)
oh Gosh.. why am I still holding ? doh.gif
Jeff!! dont dissappoint us minor shareholders >_<"


mopster
post Sep 20 2011, 04:23 PM

m o p p y
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QUOTE(gogo2 @ Sep 20 2011, 04:21 PM)
sunway build RM1.5 million a piece house wor... and in this economic downtown  icon_question.gif
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lol... got upmarket buyers one~~~
me ikan bilis cannot sure cannot afford lar.. but i know ppl with 2-3 units of sunway vivaldi tongue.gif

QUOTE(panasonic88 @ Sep 20 2011, 04:22 PM)
moppy, nowadays I avoid counter with bonus issues. sad.gif

Which is also part of the reason why I sold Mflour, no doubt it is an essential thing in our daily life, but I hate seeing the price being beaten down due to post-BI syndrome.

I bet those who bought Paramon before the bonus issue would agree with me.
*
yah... only counters that did BI in 2010 did well.. all 2011 BI went holland~~ sweat.gif

This post has been edited by mopster: Sep 20 2011, 04:26 PM
mopster
post Sep 20 2011, 04:39 PM

m o p p y
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QUOTE(yok70 @ Sep 20 2011, 04:25 PM)
that bad meh? it's 2.5 billion company trading at PE 7x, quite cheap isn't it?
i think it's more defensive than pure property company since it's also a large construction company, so that will benefit from ETP.
besides, its exposure in china and singapore can grow good fruits in long term....yeah, long term especially china.
i also hated that it doesn't come out divvi policy. although it's not fair to judge that since most property/construction companies don't have such policy either.
biggrin.gif
*
have to price in all the Europe, US, circus show la...
FA wise, Sunway is ok.

Although there's no divvy policy, but i believe there should be at least 2%/3% from him.. (a bit chinaman style) laugh.gif
Jeff shared his experience and what he'd been through since he started his mining company during Suncity AGM. He sounds like a genuine businessman to me. (hope he is not a wolf in sheep skin.. laugh.gif)
Currently, Jeff holds > 45% of Sunway shares, Singapore GIC another 12.5%.. together already 57.5%. He bought more from open mkt recently instead of disposing.
All these little factors gave me confidence and I decided to hold..

anything good or bad to share ?

This post has been edited by mopster: Sep 20 2011, 04:41 PM
mopster
post Sep 20 2011, 04:48 PM

m o p p y
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QUOTE(yhtan @ Sep 20 2011, 04:44 PM)
you have not experience the worse matter when SunCity having financial difficulties during 97/98, my parent are proud holding it from 90's till now

Like Pana signature, be patient biggrin.gif
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yah yah~~ Jeff also mentioned 97/98.. Sunway is him, he is sunway.. I believe he will take care of it.. biggrin.gif
mopster
post Sep 20 2011, 05:05 PM

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QUOTE(GregPG01 @ Sep 20 2011, 05:00 PM)
6th straight day of paper lost . go go go .
*
i forgot what is it like to have paper gain... hmm.gif
mopster
post Sep 20 2011, 05:18 PM

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QUOTE(panasonic88 @ Sep 20 2011, 05:17 PM)
Cherroy, 小的不识世界,我知错了  cry.gif

Panamy RM18 is achieveable

Sailang, sailang laugh.gif
*
i checked the same chart before saying 18 yesterday.. laugh.gif

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