i think majority(means mostly not blue-chips) of shares have dropped 25-35% from their peak by now. Imagine even strong players such as QL(20%), spsetia(28%), mahsing(32%), panamy(20%), genting(19%), cimb(23%), maybank(6%), KLK(6%)....
hmm....another 20% to fall? that would make it ngam ngam 50%.

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Added on September 19, 2011, 6:50 pmpana, for me is, this year and last year also 白做。

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Added on September 19, 2011, 6:52 pmcut loss now? not too late meh?
but who knows, maybe CI prefer 12xx more.

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Added on September 19, 2011, 6:55 pmAny latest paper on SIME buying E&O deal? Do IB think 2.30 expensive or fair?

This post has been edited by yok70: Sep 19 2011, 06:55 PM

just realize kimlun dropped 37% from recent peak! even without serious doubt issue such as write-back risk in muhibah(45%) .
mudajya with better earnings dropped 34%, fajar with much lower profit last qtr on the other hand only dropped 24%.

Good question.

Long US market but short KLCI market??

This post has been edited by yok70: Sep 20 2011, 03:01 AM

put warrants in our market are all trading at very high premium (avg 40-50%) with less than 6 months expiry date, which make them not so attractive.

Agreed!

Beside reits, my best performers are maybank and drbhcom.
And worst are mudajya, masterskills, perisai, muhibah, sunway, spsetia, gamuda.

same as mopster, if hit 1300, i am also dead already.

This post has been edited by yok70: Sep 20 2011, 02:21 PM

pchem is moving backwards to its ipo price.
what happen to dialog? suddenly drops so much?

good good! let it default and then market recover gao gao!!!
then all the recent sellers regret!!!

This post has been edited by yok70: Sep 20 2011, 04:04 PM

CI is recovering??....

oli old people got money to invest mah. youngsters ktv oledi tak cukup.

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.

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Added on September 20, 2011, 4:26 pmyou are "early cooked" (早熟）

This post has been edited by yok70: Sep 20 2011, 04:26 PM

me too. now very scare BI, RI....whatever I!

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Added on September 20, 2011, 4:29 pmdirectors has been buying millions recently. they think it's cheap gua, but market think it's expensive.

This post has been edited by yok70: Sep 20 2011, 04:29 PM

the 'I' in front one is ok, just not the behind one.

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Added on September 20, 2011, 4:32 pmEuro market all green, US future all green.
Asian mostly green.
As usual, we are "uncertainly" red.

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Added on September 20, 2011, 4:34 pmsurprisingly, megb got quite some buying strength today. RHB paper said divvi forecast 8%. maybe they buy for divvi sake?

This post has been edited by yok70: Sep 20 2011, 04:34 PM

watched masterskill. last minute big lots buying.

so they spent 7 millions today to attract ikan bilis attention?

the very patient pana also getting a little frustrated now?

as far as i remember, it felt like I WAN MORE!!! kind of feeling. Miss that so much.

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Added on September 20, 2011, 5:10 pmwhat is "loose change"?
i just calculated that out by total volume at 78% buy rate, with minimum low lot trading (only 4%).

This post has been edited by yok70: Sep 20 2011, 05:11 PM

you are absolutely right!

waiting at 18 too.