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STOCK MARKET DISCUSSION 118, Yat Yat Fatt - Apple Free
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SUSapple1188
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 Apr 12 2012, 10:21 PM
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QUOTE(htt @ Apr 12 2012, 10:11 PM) Tomorrow might see that up initially... But undeniable, the operation also improved some, but not until the magnitude of the compensation...  Today initial jobless claim up, market also up, sometime the market is really unpredictable... DJ up is nothing compare to last 2 days 200++ points down |
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htt
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Apr 12 2012, 10:22 PM
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QUOTE(yhtan @ Apr 12 2012, 10:14 PM) The new management going to announce in few months time? Expiry of IPP will turn Tenaga around, hopefully its impace like TM  But the contracts have to be transparent, if just like those before then...神仙都难救。。。And they have to do it fast, until now also no sound no picture, probably they have to extend some contracts to the 1st gen IPPs... |
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staind
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Apr 12 2012, 10:26 PM
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QUOTE(koinibler @ Apr 12 2012, 10:21 PM) i notice stock related to bus passenger is moving, might be got chance for second round, hope others can take a look on it and comment; KBES, KTB OSK report on KBES. Just sharing. I am not buying, no specific reason. Attached File(s)
Hot_Stock_Konsortium_Transnasional_Breakout_Attempt_Detected_20120412_OSK_Retail_Research.pdf ( 384.91k )
Number of downloads: 27 |
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kueyteowlou
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Apr 12 2012, 10:36 PM
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 i love everyone is start discussing on things in a right way.... keep it up guys  no one will know what will happens... there are bad and good news... the remain 1b will be issue any times if they feel that news not strong enough... ( i think that ) so you may just start to do your planning for every entry and follow your plan... cut loss and taking profit.... anyway if not mistaken the TA of tenaga is in bull flag now.... |
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TSyhtan
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Apr 12 2012, 10:41 PM
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QUOTE(htt @ Apr 12 2012, 10:22 PM) But the contracts have to be transparent, if just like those before then...神仙都难救。。。And they have to do it fast, until now also no sound no picture, probably they have to extend some contracts to the 1st gen IPPs... very hard for them, look who is the major beneficial of all the IPP  Still got 3 years till IPP agreement expire? from the Suruhanjaya Tenaga chairman interview last month, they intend to renew some of the IPP, definitely not with a huge subsidize. Till now, the worst GLC would be MAS, follow by Tenaga |
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kueyteowlou
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Apr 12 2012, 10:46 PM
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QUOTE(yhtan @ Apr 12 2012, 10:41 PM) very hard for them, look who is the major beneficial of all the IPP Still got 3 years till IPP agreement expire? from the Suruhanjaya Tenaga chairman interview last month, they intend to renew some of the IPP, definitely not with a huge subsidize. Till now, the worst GLC would be MAS, follow by Tenaga who is fighting with tenaga? YTLpower?  |
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koinibler
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Apr 12 2012, 10:46 PM
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QUOTE(staind @ Apr 12 2012, 10:26 PM) OSK report on KBES. Just sharing. I am not buying, no specific reason.  thanks, TA could be helpful too. |
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SUSapple1188
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Apr 12 2012, 10:46 PM
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I would like to buy call for all people. Maybank is worth to buy now. TP - RM11.
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staind
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Apr 12 2012, 10:51 PM
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QUOTE(kueyteowlou @ Apr 12 2012, 10:46 PM) who is fighting with tenaga? YTLpower? Malakoff. hahaha. Bukhary's stable of company is Malaysia's current super power. |
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TSyhtan
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Apr 12 2012, 10:52 PM
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QUOTE(kueyteowlou @ Apr 12 2012, 10:46 PM) who is fighting with tenaga? YTLpower? last time the IPP agreement is not fairly stated, Tenaga was forced to buy at higher price from independent power plant (IPP), hence it cause Tenaga profitability a big swing, that was not the major issue, i still think the management need to be revamp |
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Superman7
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Apr 12 2012, 10:58 PM
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QUOTE(yhtan @ Apr 12 2012, 10:52 PM) last time the IPP agreement is not fairly stated, Tenaga was forced to buy at higher price from independent power plant (IPP), hence it cause Tenaga profitability a big swing, that was not the major issue, i still think the management need to be revamp  management is crappy. But then we have Tun M to thank for the IPP luxury deals |
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htt
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Apr 12 2012, 11:00 PM
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QUOTE(yhtan @ Apr 12 2012, 10:41 PM) very hard for them, look who is the major beneficial of all the IPP Still got 3 years till IPP agreement expire? from the Suruhanjaya Tenaga chairman interview last month, they intend to renew some of the IPP, definitely not with a huge subsidize. Till now, the worst GLC would be MAS, follow by Tenaga Both with bloated staff number... think for that part there will be very little to be done, at least before GE13... so the performance is more or less like that... For Tenaga maybe at better position, they can expect tariff after GE, also some 1st gen IPPs going offline and replacing with cheaper new IPP (that should be a no-brainer decision to make, if like that also cannot do, then really dunno what can they do ). For MAS... think we have to pay to keep them flying for sometime at least... they don't have monopoly like Tenaga and other airlines are not sleeping... If it fall to 5c I consider buy |
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baqueen
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Apr 12 2012, 11:02 PM
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hi all sifu/sijie, me want ask a question ah ...
what's the difference between conditional offer & unconditional offer which we always seen in the take over offer notice?
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htt
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Apr 12 2012, 11:09 PM
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QUOTE(baqueen @ Apr 12 2012, 11:02 PM) hi all sifu/sijie, me want ask a question ah ... what's the difference between conditional offer & unconditional offer which we always seen in the take over offer notice? Conditional offer means the offeror might set some criterion to be met for the offer to take effect, e.g. threshold of 50% of the outstanding share etc, if the criterion is not met, they can choose to return the share back to offeree and let the offer lapse. Unconditional offer means they will take whatever offeree has to offer to them, normally after the threshold of the conditional offer is met or offeror already has a good number of share in hand (when they seriously want to take over the company). |
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baqueen
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Apr 12 2012, 11:11 PM
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QUOTE(htt @ Apr 12 2012, 11:09 PM) Conditional offer means the offeror might set some criterion to be met for the offer to take effect, e.g. threshold of 50% of the outstanding share etc, if the criterion is not met, they can choose to return the share back to offeree and let the offer lapse. Unconditional offer means they will take whatever offeree has to offer to them, normally after the threshold of the conditional offer is met or offeror already has a good number of share in hand (when they seriously want to take over the company). so in unconditional offer, what if the minimum requirement is not met? do they proceed with the take over? |
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zamans98
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Apr 13 2012, 12:04 AM
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all GLC and political linked counters are not making any recent high (with exception of 2 counters). Khazanah, PUNB no fund liao? Whare is KJ?
Added on April 13, 2012, 12:06 amQUOTE(koinibler @ Apr 12 2012, 10:21 PM) i notice stock related to bus passenger is moving, might be got chance for second round, hope others can take a look on it and comment; KBES, KTB Yeah, its seasonal. Next normally TIME and Gang, or potentially the infamous IRIS. This post has been edited by zamans98: Apr 13 2012, 12:06 AM |
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kueyteowlou
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Apr 13 2012, 12:38 AM
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QUOTE(htt @ Apr 12 2012, 11:09 PM) Conditional offer means the offeror might set some criterion to be met for the offer to take effect, e.g. threshold of 50% of the outstanding share etc, if the criterion is not met, they can choose to return the share back to offeree and let the offer lapse. Unconditional offer means they will take whatever offeree has to offer to them, normally after the threshold of the conditional offer is met or offeror already has a good number of share in hand (when they seriously want to take over the company). guess that you don't have the chance to get it in this short term... FYI, the news posted by the edge.... http://www.theedgemalaysia.com/business-ne...mpensation.htmlhttp://www.theedgemalaysia.com/business-ne...-chong-tnb.htmlhttp://www.theedgemalaysia.com/business-ne...ord-profit.html This post has been edited by kueyteowlou: Apr 13 2012, 12:38 AM |
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KVReninem
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Apr 13 2012, 08:08 AM
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UPDATE: North Korea reportedly launches rocket
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kueyteowlou
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Apr 13 2012, 08:12 AM
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QUOTE(KVReninem @ Apr 13 2012, 08:08 AM) UPDATE: North Korea reportedly launches rocket but it failed.... QUOTE 據南韓國防部表示，北韓已在今日當地時間早上7時39分(台北時間6時39分)，在北韓西北部的平安北道東倉里，發射火箭「銀河3號」。
但根據美國CNN表示，在美國官員監測下，這顆火箭在升空不久後就四分五裂，應是發射失敗。日本官方稍早召開記者會也表示，北韓火箭在發射1分鐘後，即落入海中，對日本本國不會造成威脅。 This post has been edited by kueyteowlou: Apr 13 2012, 08:12 AM |
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SKY 1809
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Apr 13 2012, 08:27 AM
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QUOTE(kueyteowlou @ Apr 13 2012, 08:12 AM) So it did malfunction, but luckily and safely dropping to the sea . Might be planned as well, so US could be more kind to reward them in next talk. |
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