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

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htt
post Jun 29 2012, 03:55 PM

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QUOTE(jy1905 @ Jun 29 2012, 03:53 PM)
title not bullish enough
*
At least it is not bs enough....
Check in.
htt
post Jul 2 2012, 04:04 PM

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QUOTE(StupidGuyPlayComp @ Jul 2 2012, 03:58 PM)
tongue.gif Olympic's football got italy and spain or not?
italy want revenge
*
Omlympics under-23 one... no fun...
htt
post Jul 3 2012, 01:22 PM

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What happened to MBMR? Suddenly so bullish?
htt
post Jul 3 2012, 05:04 PM

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QUOTE(jy1905 @ Jul 3 2012, 05:01 PM)
you should try abalone in curry
*
How about using bird nest in fish head bihun?
htt
post Jul 4 2012, 11:05 AM

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QUOTE(SKY 1809 @ Jul 4 2012, 11:01 AM)
Ci Breaks all time high, but forum is kinda quiet.
*
All holding share close to chest and praying hard now...
htt
post Jul 5 2012, 08:22 AM

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QUOTE(phoenix87 @ Jul 5 2012, 07:51 AM)
morning guys smile.gif
fgv launch 11 calll warrants today rclxm9.gif


Added on July 5, 2012, 7:51 ammy homework as i sum up all the exc price.....ratio and maturity of fgv-cw

FGV-CA
OSK
EXE RM5
4 TO 1
06/05/2013

FGV-CB
OSK
EXE MYR 4.5500
4 TO 1
07/01/2013

FGV-CC
MAYBANK
EXE MYR 5.9200
6:1
29/03/2013

FGV-CD
MAYBANK
EXE MYR 5.4600
6:1
31/05/2013

FGV-CE
MAYBANK
EXE MYR 5.0000
6:1
31/07/2013

FGV-CF
MAYBANK
EXE MYR 4.5500
6:1
31/10/2013

FGV-CG
AMBANK
EXE MYR 4.5800
5:1
28/06/2013

FGV-CH
AMBANK
EXE MYR 5.0500
4:1
28/06/2013

FGV-CI
AMBANK
EXE MYR 5.5500
3:1
28/06/2013

FGV-CJ
CIMB
EXE MYR 4.6000
3:1
29/03/2013

FGV-CK
CIMB
EXE MYR 4.8000
3:1
28/06/2013

FGV-CL
CIMB
EXE MYR 5.0000
3:1
28/06/2013
*
Thanks for your good work... rclxms.gif

htt
post Jul 5 2012, 03:21 PM

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QUOTE(panasonic88 @ Jul 5 2012, 02:10 PM)
IPO nowadays means Instant Profit Overnight. laugh.gif
*
No overnight lah, always have to wait for weeks...
htt
post Jul 5 2012, 05:05 PM

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QUOTE(mopster @ Jul 5 2012, 04:53 PM)
woah... MBMR-WA a big trap ??? O___o

Added on
hmm kinda weird.. why only KFima run ? Fimacor still sleeping... hmm.gif
*
Kind of weird... MBMR up for no apparent reason... WA just follow only...
htt
post Jul 5 2012, 05:18 PM

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QUOTE(mopster @ Jul 5 2012, 05:01 PM)
walao eh~~~~
IHH Healthcare IPO 60x oversubscribed
100xPE also 60x over subscribe... so... can imagine how rich are those institutions.... so much money, but nowhere to dump to....
http://www.btimes.com.my/Current_News/BTIM...icle/index_html
lai lai kampai~~~ cheers.gif
all the best to our twin flying horses.... biggrin.gif
*
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
htt
post Jul 5 2012, 05:20 PM

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QUOTE(yok70 @ Jul 5 2012, 05:15 PM)
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
*
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...
htt
post Jul 5 2012, 05:36 PM

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QUOTE(mopster @ Jul 5 2012, 05:23 PM)
haha yah.. healthcare is very very crazy....  rclxub.gif
most of their $$ is from singapore... where many rich indonesians go for healthcare...

4.65M per bed... given they are private and premium healthcare, it's not unsual for each bed to generate 1k revenue a day...
then they need 4,650 days or run about 12 years to break even lol.... sweat.gif

but from what i read is that number of beds will almost double soon... so.. can shorten to 5-6years to breakeven.. haha
*
Joking only, I am on for this anyway... reasons being:
1. another 3,300 bed coming online soon ->$$$
2. beds in Singapore expensive, and more and more ppls sick, but there is no enough beds for all the old ppl, or going-to-be old ppl... In Malaysia & Turkey equally bullish...
3. fund raised to clear most of the debt, they say no plan to expand at the moment, but when opportunities come by, don't think they will give up.
4. size
5. corner stone kao kao...
6. brand...

But also beware, they say NA is around RM2.0x per share, but most of them are intangible... aka floating in the air...

PE around 38, by my kampung method calculation, moving forward can be lower... also beware of the financial income, that might not be repeatable in future...
htt
post Jul 5 2012, 07:05 PM

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QUOTE(mopster @ Jul 5 2012, 05:46 PM)
wahh almost the same as i tot....  notworthy.gif  notworthy.gif
oh i miss out on the intangible asset...
yup.. population increasing... insurnace paying most of the bills... so yah.. healthcare deserves a little bit of premium...
even healthcare in Thailand and other Asian countries are also trading at PE range of 20-29....  saw it on bloomberg the other day...
and Uncle AK's Usaha Tegas is one of the cornerstone ...

i already applied~~~ now pray i strike... ikan bilis only, so just go for public tranche... not enough gunpowder to play open institutional tranche yet.. biggrin.gif
*
So fast? I normally wait until last day... blush.gif
htt
post Jul 5 2012, 07:06 PM

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QUOTE(yok70 @ Jul 5 2012, 05:50 PM)
I want apply too. Then only realize got 3 listed there! Wah, IPOs so bullish now?  tongue.gif
*
Dunno leh... I skip the gabungan aqrs or something like that only... tongue.gif
htt
post Jul 5 2012, 09:26 PM

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QUOTE(SKY 1809 @ Jul 5 2012, 08:38 PM)
Private survey: US economy added 176K jobs in June
Private survey shows US companies added 176,000 jobs in June, a modest increase from May
Associated PressAssociated Press – 14 minutes ago

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WASHINGTON (AP) -- A private survey shows U.S. businesses increased hiring in June, suggesting the job market could be recovering after three sluggish months.

Payroll provider ADP says businesses added 176,000 jobs last month. That's better than the revised total of 136,000 jobs it reported for May.

The report only covers hiring in the private sector and excludes government job growth. The Labor Department will offer a more complete picture of June hiring on Friday.

The ADP survey offered some hope that hiring is picking up. But it has often deviated sharply from the government report. In May, the Labor Department said employers added just 69,000 jobs, the fewest in a year and nearly half ADP's estimate.


Added on July 5, 2012, 8:40 pmU.S. jobless claims post biggest fall since April
ReutersReuters – 6 minutes ago

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WASHINGTON (Reuters) - The number of Americans filing new claims for unemployment benefits last week fell by the most in two months, government data showed on Thursday, a hopeful sign for the struggling labor market.

Initial claims for state unemployment benefits dropped 14,000 to a seasonally adjusted 374,000, the Labor Department said. The prior week's figure was revised up to 388,000 from the previously reported 386,000.

Economists polled by Reuters had forecast claims falling to 385,000 last week. The four-week moving average for new claims, a better measure of labor market trends, fell 1,500 to 385,750.

The initial claims data has no bearing on Friday's employment report, which is expected to show employers added 90,000 to their payrolls in June, according to a Reuters survey, after increasing them by 69,000 in May.

The unemployment rate is seen steady at 8.2 percent after rising in May for the first time since August.

Job growth has weakened in recent months amid a cloud of uncertainty, spawned by the European debt crisis and fears of tax increases at home next year.

The struggling labor market prompted the Federal Reserve last month to ease monetary policy further by extending a program to re-weight bonds it already holds toward longer maturities to hold down borrowing costs.

New applications for unemployment benefits remain in a tight range, and the four-week average is still elevated, suggesting any improvement in the jobs market will only be gradual.

A Labor Department official said there was nothing unusual in the state-level data and only Alaska had been estimated.

The number of people still receiving benefits under regular state programs after an initial week of aid climbed 4,000 to 3.31 million in the week ended June 23.

The number of people on extended benefits fell 12,113 to 47,425 in the week ended June 16, the latest week for which data is available, as more states lost eligibility for extended benefits for the long-term unemployed.

Now only four states offer extended benefits.

The extended benefits data covered the week of the household survey from which the unemployment rate is drawn.

Economists expect that as more people fall off the unemployment benefit rolls, the jobless rate will decline as people are forced to take up jobs they would not normally have considered or drop out of the labor force.

A total of 5.87 million people were claiming unemployment benefits during the week ending June 16, under all programs, down 20,439 from the previous week.
*
Nowadays ppls are looking for bad news to force uncle ben...
htt
post Jul 5 2012, 09:32 PM

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QUOTE(SKY 1809 @ Jul 5 2012, 09:30 PM)
JP Morgan lost US 9 B by selling in bad news. hmm.gif
*
Nowadays logic also need some twist...
htt
post Jul 5 2012, 10:09 PM

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QUOTE(Icehart @ Jul 5 2012, 10:00 PM)
Walao eh, thread super active tonight.
*
More active than morning time, if bursa open now, that should be +20 now... tongue.gif
htt
post Jul 6 2012, 09:01 AM

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QUOTE(Boon3 @ Jul 6 2012, 08:55 AM)
Debt should not be problem for US??!!  hmm.gif
*
When you owed too much of money, the problem become your creditors' problem, not yours tongue.gif
htt
post Jul 6 2012, 02:49 PM

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QUOTE(yok70 @ Jul 6 2012, 02:27 PM)
IPO application is per IC or per CDS?  notworthy.gif
*
per IC.
htt
post Jul 6 2012, 03:15 PM

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QUOTE(freddie @ Jul 6 2012, 03:02 PM)
i wish it's still at moon... i was waiting to catch back at mars but it flew to pluto... sad.gif
*
Never mind, after they come back from the tour outside the solar system they might go back to moon...


Added on July 6, 2012, 3:17 pm
QUOTE(yok70 @ Jul 6 2012, 03:13 PM)
so it's per IC. Thought can trick them by multiple CDS.  laugh.gif
*
Some say can try, but make sure you don't strike on both applications... if strike like that, then the offense might be too glaring liao... But in our Bolehland, everything and anything is possible...

This post has been edited by htt: Jul 6 2012, 03:17 PM
htt
post Jul 6 2012, 03:28 PM

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QUOTE(panasonic88 @ Jul 6 2012, 03:25 PM)
PBBANK-CS high gearing low premium.

Good choice for small knife cut big tree.
*
Strike price, date?

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