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 STOCK MARKET DISCUSSION V100, Perfect 100

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yhtan
post Oct 4 2011, 11:19 AM

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checked in

Supermax boh lat
yhtan
post Oct 4 2011, 02:52 PM

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QUOTE(panasonic88 @ Oct 4 2011, 02:51 PM)
Aww confusing market.

真真假假 ; 假假真真
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it will show its true colour in a mattar of time icon_rolleyes.gif
yhtan
post Oct 4 2011, 02:56 PM

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QUOTE(cherroy @ Oct 4 2011, 02:54 PM)
sound banyak syiok....  laugh.gif

LOL, now everyone buy buy buy again?
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and cherroy taikor keep sell sell and sell tongue.gif
yhtan
post Oct 4 2011, 03:40 PM

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QUOTE(Superman7 @ Oct 4 2011, 03:20 PM)
Goldman Sachs rule the world!

QUOTE(cherroy @ Oct 4 2011, 03:32 PM)
I don't buy the glove story.
More like overcooked.
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the goreng session all ignite by the IB sweat.gif
yhtan
post Oct 4 2011, 03:47 PM

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QUOTE(cherroy @ Oct 4 2011, 03:43 PM)
You believe IB's analyst?  whistling.gif
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part of it tongue.gif
Especially banking sector, they did provide a detail data of loan, NPL etc. I think it is a useful data.

About the forecast revenue and TP, just ignore it
yhtan
post Oct 4 2011, 04:13 PM

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QUOTE(mopster @ Oct 4 2011, 03:57 PM)
LOL.... u know right, the speech is almost 100page long (with double spacing and font 12 i guess)
~ah jip gor didnt type that himself..
~ah jip gor didnt structure and plan the whole thing himself..
~ah jip gor didnt print and bind it himself..
~ah jip gor probably discussed every detail with his cabinets before making the final decisions..
~ah jip gor got the feedbacks/ideas from prominent businessman, consultants, and also the avg joe in the streest (for publicity sake)

so, in the process.. how many ppl do u think would've got wind of what the content is ?
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ah jip gor hired a bunch of con-cum-tant laugh.gif
yhtan
post Oct 4 2011, 04:15 PM

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This week those IB analyst going to release some glove stock report whistling.gif
yhtan
post Oct 4 2011, 04:24 PM

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QUOTE(GregPG01 @ Oct 4 2011, 04:19 PM)
supermx was on osk pick last few days ago i think . 20% in a day is too much la .


Added on October 4, 2011, 4:21 pm

1200 go go go .
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tomorrow viagra effect will be gone? laugh.gif

Rumour from my source, election going to be held on mid Nov

This post has been edited by yhtan: Oct 4 2011, 04:26 PM
yhtan
post Oct 4 2011, 04:28 PM

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QUOTE(davidcch07 @ Oct 4 2011, 04:26 PM)
yeah.. the rumour said another nov... mean chun lo?  rclxms.gif
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most likely on this year brows.gif

next year if got any economy crisis, ah jib gor sure shit on pant laugh.gif
yhtan
post Oct 4 2011, 11:13 PM

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QUOTE(Superman7 @ Oct 4 2011, 05:04 PM)
here you go..

[attachmentid=2468076]
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Eyeing QL and Padini brows.gif

QUOTE(Superman7 @ Oct 4 2011, 10:36 PM)
http://www.themalaysianinsider.com/busines...selling-shares/

PNB - SPSetia seemed done deal..
Another good counter gone  vmad.gif
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I personally do not believe Liew would sell his stake, this is the company he build after so many years.

This post has been edited by yhtan: Oct 4 2011, 11:13 PM
yhtan
post Oct 4 2011, 11:59 PM

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QUOTE(Superman7 @ Oct 4 2011, 11:44 PM)
sign0006.gif
Anybody staying up for the next gen iPhone announcement?
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too tired to wait sweat.gif

please update into your blog biggrin.gif
I am tempting to change into iphone 4s

This post has been edited by yhtan: Oct 5 2011, 12:13 AM
yhtan
post Oct 5 2011, 10:28 AM

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david, your signature is exceeding the limit, try to resize to a smaller resolution
yhtan
post Oct 5 2011, 11:51 AM

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QUOTE(mopster @ Oct 5 2011, 11:39 AM)
thumbup.gif to ur previous quality post..
'sailang' doesnt exist in my dictionary laugh.gif

as for gloves.. Analysts only tell u 1/2 of the story.. aka latex price down, glove margin up..
they never tell u when latex price down, there may be price competition and and downward revision of glove price also... laugh.gif
to ensure good earnings, they also need very high demand.. like a sudden spike during swine flu/h1n1 last time... (imo)
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all of this is pure speculation doh.gif

QUOTE(cherroy @ Oct 5 2011, 11:44 AM)
I work in manufacturing sector.
Whenever customers knew your raw materials price goes down, and supply is abundant, customer will play "pressing game" to negotiate price with you already.
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there is a range of margin whoever in manufacturing sector

Unlike service industry, u can charge whichever amount both party agree
yhtan
post Oct 6 2011, 12:32 PM

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QUOTE(panasonic88 @ Oct 6 2011, 12:25 PM)
Looks like we are retesting 1400 once again

Have you guys portfolio recovered from red zone?

Mine still in red zone le sweat.gif
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still in red zone sweat.gif
yhtan
post Oct 7 2011, 07:09 PM

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This budget is indicating the election near the corner, with lots of benefit given to Government servant

This post has been edited by yhtan: Oct 7 2011, 07:10 PM
yhtan
post Oct 7 2011, 08:11 PM

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QUOTE(Icehart @ Oct 7 2011, 07:39 PM)
Question is, how many Malaysians earning more than 3k but file their earnings less than 3k?  laugh.gif


Added on October 7, 2011, 7:43 pmAnother question, is there any increment in civil servant's salary?
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got increment, RM80 to RM320 laugh.gif
yhtan
post Oct 8 2011, 12:58 PM

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QUOTE(cherroy @ Oct 8 2011, 11:09 AM)
For the budget, the major one issue we should look at is the deficit number.
Not can get Rm500 or not.

We need to see the budget deficit continue to shrink down further, and control on the routine operation wages.
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user posted image

From the chart:-
RM52bil for government servant emolument
RM12bil for pension

More than 1/4 is budget for governments' servant, with more and more government servant going to retire in future, the pension and gratuity amount is rolling more and more sweat.gif

QUOTE(panasonic88 @ Oct 8 2011, 11:13 AM)
Applauces for Melaka as they are the first smoking-free city in Malaysia.  rclxms.gif
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Are u sure? I still saw some people smoking in jonker street months ago hmm.gif
yhtan
post Oct 8 2011, 03:56 PM

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QUOTE(Superman7 @ Oct 8 2011, 03:47 PM)
RPGT..
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still prefer the old rate, too much of speculation for high rise building sweat.gif
yhtan
post Oct 9 2011, 01:29 PM

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QUOTE(StupidGuyPlayComp @ Oct 8 2011, 08:21 PM)
hmm.gif From this budget, realize my prediction...........that Government has no intention to cooler down the property market.
Instead they want to maintain current hot property market to enable them sell the land to developer with higher price. They can earn more laugh.gif
the implementation of 10% profit tax is to softer the public's grumble of high house's price............I believe Gorv knew that its useless

sweat.gif The most unbelievable is income below 3k can borrow 400k loan??? kidding?
monthly installment RM2400 + EPF RM330, so it left only RM300 a month to spend.............everyday eat roti?

this term definitely benefit to property market again
tongue.gif increase 1% of EPF payout, increase cash flow of Gorv, support their share market goreng activity

hmm.gif RM500 allowance to family below 3k, it target on single person income family.
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this is the way government to increase its revenue, when u convert a agricultural/residential land to commercial land, the quit rent will be higher
yhtan
post Oct 10 2011, 12:32 PM

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QUOTE(panasonic88 @ Oct 10 2011, 12:13 PM)
Speculation/rumour that our PM will call the 13th General Election on the 11th November 2011 - 11-11-11

You guys believe it or not? rolleyes.gif

"11" is his so-called favourite number lo.
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Most likely on that date, or else it will be somewhere after Chinese new year

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