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 STOCK MARKET DISCUSSION V122, Entering 2nd half of the year.......

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yok70
post Jul 4 2012, 03:17 PM

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Kassets still has unlimited sellers. I thought at current price, IGBreit's gross yield would be 7.x%? And the reit will be listed in Sept, just 2 months ahead? So why they sell? Because they want to goreng other stocks? They don't like their 30% cash to be freeze for 6 months or so? hmm.gif

This post has been edited by yok70: Jul 4 2012, 03:17 PM
yok70
post Jul 4 2012, 03:30 PM

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QUOTE(panasonic88 @ Jul 4 2012, 03:22 PM)
Zhulian > 2.00 hmm.gif

5.7% yield. Could be more.
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zhulian is a hot stock during 2010 while i first join stock market "computer game". biggrin.gif
you hold it since then?
yok70
post Jul 4 2012, 04:13 PM

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1612 coming? laugh.gif
yok70
post Jul 4 2012, 04:45 PM

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QUOTE(yhtan @ Jul 4 2012, 04:40 PM)
Any itrade user here?
I want to enquire about the transaction fee, let say i buy Stock A and sell Stock B on the same day, the brokerage fee will be charge on two separate contract or same contract?
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I not sure. But normally transactions on different stock will be charged separately. hmm.gif
yok70
post Jul 4 2012, 05:25 PM

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QUOTE(jasontoh @ Jul 4 2012, 05:21 PM)
Finally, today bought 2 stocks and push my portfolio down further
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LOL rclxm9.gif
Humor is the most precious talent in life. laugh.gif


Added on July 4, 2012, 5:27 pm
QUOTE(jasontoh @ Jul 4 2012, 05:23 PM)
Yeah, after include commission fees, sure go down. Unless the stocks surge tomorrow biggrin.gif
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For buy low sell high investors, almost every time after buying, sure see it down further for some time. Since buying at downtrend, try to play "catch bottom game". tongue.gif

This post has been edited by yok70: Jul 4 2012, 05:27 PM
yok70
post Jul 4 2012, 05:29 PM

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QUOTE(SKY 1809 @ Jul 4 2012, 05:27 PM)
ECB may cut rate tomorrow ?
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wah! then super bull will continues loh!
but seeing us all time high, and HK and Euro starts mild red, probably consolidation coming?....dunno lah, as the wise men always say, don't try to time the market. biggrin.gif
yok70
post Jul 4 2012, 07:28 PM

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And the news flow begins.... brows.gif


The Ministry of Finance (MOF) has teamed up with Microsoft Malaysia Sdn Bhd to launch the 1Vendor Development Program (IVDP) to boost the capabilities of local IT vendors.

Microsoft Malaysia managing director Ananth Lazarus said 475 MOF-registered IT contractors will be trained and certified under the first phase of the programme from July to December this year.

He added that Microsoft Malaysia had reinvested about RM2 million for the programme and should all go well, the second phase will be continued next year.

"As with any programme that is new, we want to measure the milestones, the quality of how we do things and the output we deliver back to the country," he told reporters after the launch by Minister of Finance II, Datuk Seri Ahmad Husni Mohamad Hanadzlah yesterday.

Currently, there are about 3,500 registered IT vendors with MOF. Over time, Lazarus said they would like to scale all of the vendors.

Prestariang Systems Sdn Bhd was appointed as 1VDP training and certification provider.

The company has partnered Microsoft Malaysia since 2003 and it is the only Microsoft's large account reseller and certified partner for learning solution.

Lazarus said according to IDC, global IT spending will grow to US$1.8 trillion (RM5.69 trillion) and emerging markets like Malaysia will continue to have a big impact on the growth.

1VDP will train and certify IT contractors registered with MOF with competency training on Microsoft products

Read more: Programme to boost Malaysia IT vendors' capabilities http://www.btimes.com.my/Current_News/BTIM.../#ixzz1zeVK5AaX


Added on July 4, 2012, 7:31 pmI have this feeling that they are trying to make Johor a Penang clone.... hmm.gif


JOHOR BARU: Johor has identified two locations in Sedenak and Kulaijaya to be developed into capital-intensive Electronic Manufacturing Services (EMS) hubs.

Menteri Besar Datuk Abdul Ghani Othman said with the EMS hubs, the state would be moving up the value-chain and focus more on capital intensive investments for the electronic and electrical (E&E) sector instead of labour-intensive activities.

"The 323.74ha site in Sedenak belongs to the state investment arm Johor Corporation, while another site, the 404.68ha is located near the Senai International Airport," Abdul Ghani said here yesterday.

Read more: Johor plans electronic hubs in Sedenak, Kulaijaya http://www.btimes.com.my/Current_News/BTIM.../#ixzz1zeW3WsUQ



This post has been edited by yok70: Jul 4 2012, 07:31 PM
yok70
post Jul 5 2012, 04:45 PM

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cmmt goes crazy again. yeah! i captured some during its 1.53 last few days. thumbup.gif
yok70
post Jul 5 2012, 04:51 PM

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QUOTE(StupidGuyPlayComp @ Jul 5 2012, 04:46 PM)
genting gap up?
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help to push CI up. biggrin.gif
yok70
post Jul 5 2012, 05:13 PM

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cum cum, 1650 cumming. tongue.gif
yok70
post Jul 5 2012, 05:15 PM

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QUOTE(htt @ Jul 5 2012, 05:05 PM)
Kind of weird... MBMR up for no apparent reason... WA just follow only...
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got. AmResearch said high conviction buy and raise TP by 70 sen. They said now own Hiro, can benefit from Proton sales also because more airbags in nowadays cars. biggrin.gif
yok70
post Jul 5 2012, 05:19 PM

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QUOTE(panasonic88 @ Jul 5 2012, 05:15 PM)
Wow crazy dao~!

Congratz  rclxms.gif
I read InsiderAsia bought 3 liap Genting recently.
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Wah! I bought Genting at exactly same price as InsiderAsia, 9.43. brows.gif

yok70
post Jul 5 2012, 05:21 PM

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QUOTE(htt @ Jul 5 2012, 05:18 PM)
For RM2.85/share, the group valued at RM22.8b. They have 4,900 beds... then each bed worth around RM4.65m... In this world, can die cannot sick... sad.gif
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If die then not in this world anymore, will be in other world. biggrin.gif
yok70
post Jul 5 2012, 05:23 PM

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QUOTE(StupidGuyPlayComp @ Jul 5 2012, 05:21 PM)
biggrin.gif wow, how many years the bed serve them to get back the 4.65m
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If Ah Jib wife wanna use one bed to cut fat, I think just need 3 months enough.
Formula: 3 months = cut 80kg = 4.65m. yawn.gif
yok70
post Jul 5 2012, 05:26 PM

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QUOTE(htt @ Jul 5 2012, 05:20 PM)
Not too convinced by that just by the airbag story... mind to share the paper? Trading in this and earn some peanuts... Now all clear liao, left with peanuts in bag...
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Peanuts is good for health, rich in protein. thumbup.gif
Sorry I can't find the paper in my folder, I guess I didn't saved it and just wrote it down on my TP price list. laugh.gif
yok70
post Jul 5 2012, 05:50 PM

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I want apply too. Then only realize got 3 listed there! Wah, IPOs so bullish now? tongue.gif
yok70
post Jul 5 2012, 07:32 PM

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money becomes cheaper and cheaper. No other choice, they have to park them in stocks. hmm.gif
yok70
post Jul 6 2012, 12:12 AM

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Cimb hard sell Mudajya and Wct on their Construction paper. I tried to attach here but failed because of file size too large (only slightly over 3MB actually). biggrin.gif


Likely pre-election driven newsflow continues to anchor our Trading Buy call. The sector is not an Overweight given the overhang from Malaysia’s general election. WCT and Mudajaya are now our top picks as contract flows are likely to pick up, backed by better job visibility. They replace IJM Corp and Gamuda, which still stand to benefit from large-scale contracts.

We expect the sector theme for 2H12 to be transport infrastructure, specifically large-scale rail and highway projects. We estimate that RM95bn worth of highway and rail jobs could come onstream from this year onwards. A bonus in 2H12 would be specialised foundation/earthworks for Rapid, KLIFD and the RRI land, which could be worth a combined RM3bn. We expect total domestic contract job awards in 2012 to hit RM30bn-35bn, more than triple the record in the past two years.

WCT and Mudajaya are more optimistic about contract awards, noting that order book visibility for 2H12 has improved. We expect both companies to bag some substantial jobs in the near term. Potential job wins for these companies could top RM1bn in 2H12 and extend beyond the MRT. These stocks are trading at the steepest discounts to RNAV (45-57%), relative cheap CY12-13 P/Es of 5-11x, and offer the largest upside of 27-39%.

yok70
post Jul 6 2012, 10:55 AM

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QUOTE(tanjq87 @ Jul 6 2012, 10:54 AM)
CYPARK anyone?
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fan here. tongue.gif
yok70
post Jul 6 2012, 11:24 AM

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markets play red for now. later play the other? economy worry they said now, later also can say economy has bottom on stimulation plans to boost growth. tongue.gif


Added on July 6, 2012, 11:26 am
QUOTE(funnybone @ Jul 6 2012, 11:14 AM)
The REITs are boosting upwards now. Guess the uncertainties in the stock market make investors to divert money into REITs
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nowadays reit is too heat. no more like last time. look at cmmt, yesterday up 7% today down 4%, more volatile than all blue-chips. tongue.gif

This post has been edited by yok70: Jul 6 2012, 11:26 AM

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