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 STOCK MARKET DISCUSSION V123, Bullish market

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yok70
post Jul 31 2012, 04:07 PM

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QUOTE(iLegend @ Jul 31 2012, 03:54 PM)
genting climbing up  tongue.gif  going to hold this counter for long term capital gain  laugh.gif What do you guys think?
*
casino is tough business, very competitive. although genting is a very strong management company.
if genting's foreign license can successfully get(ie. Miami and New York), then bright future. otherwise, may need to wait and wait and laggard for years since most gaming businesses are now mature (less growth).
besides, tiny dividend.
so, judge your own.
i had some, just waiting for miracles to happen. laugh.gif
yok70
post Jul 31 2012, 04:11 PM

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QUOTE(kueyteowlou @ Jul 31 2012, 04:08 PM)
laugh.gif

i can imagine pana jie is dancing like a crazy girl now...  tongue.gif
*
wearing her bf underwear on her head. tongue.gif
yok70
post Jul 31 2012, 04:17 PM

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QUOTE(yhtan @ Jul 31 2012, 04:14 PM)
I thought that action is damn "suey" laugh.gif
*
we modern generation one, no 迷信 one. laugh.gif
yok70
post Jul 31 2012, 04:30 PM

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QUOTE(davidcch07 @ Jul 31 2012, 04:22 PM)
E&O... coming ?
2.00. in my wet dream. tongue.gif
yok70
post Jul 31 2012, 05:01 PM

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ok, so windows dressing party over. cheers.gif rclxs0.gif party.gif lust.gif wave.gif wave.gif
lets see what's the true color showing tomorrow. tongue.gif

This post has been edited by yok70: Jul 31 2012, 05:02 PM
yok70
post Jul 31 2012, 05:03 PM

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QUOTE(wenqing @ Jul 31 2012, 05:01 PM)
2moro all the IHH son will be born.Prepare milk and pampers for them.
*
not yet reach PE 100x mah. still long way to go. tongue.gif


Added on July 31, 2012, 5:04 pm
QUOTE(htt @ Jul 31 2012, 05:02 PM)
Where got dress woh...
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sometimes wrong dress one. laugh.gif

This post has been edited by yok70: Jul 31 2012, 05:04 PM
yok70
post Jul 31 2012, 06:34 PM

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QUOTE(magika @ Jul 31 2012, 06:10 PM)
look at previous stocks after ex price  tongue.gif
*
the lower the better. put a basket below 2.70 then. laugh.gif
yok70
post Aug 1 2012, 01:11 AM

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wow! you guys all so geng one? all making more than 20% profit in past 2 years? i am not as good as you all, not even close. cry.gif
I made too many mistakes that cut down my profit severely. ie. my maybank warrant, satu stock alone i loss 40k. My overall profile performance for past 2 years only 12% gain, much lower than most successful funds, even much lower than any good reit if i dumped all money into them. However, it's not so fair to calculate like this since my fund increases quite heavily since 4Q last year, so most of the high profit gain 2 years ago only contributed very tiny on my overall profile today. So to be fair to myself, I shall look at my performance mid next year, since there will only be minor increment of funds into stock market from now on i guess....unless i win lottery big time! biggrin.gif

This post has been edited by yok70: Aug 1 2012, 01:13 AM
yok70
post Aug 1 2012, 01:38 AM

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QUOTE(jy1905 @ Aug 1 2012, 01:17 AM)
wah.. one stock lose 40k.. your capital very kao kao
*
BIG mistake. cry.gif
After that, i never buy so much warrants anymore. Just play a little bit, earn or loss also just little bit. Cannot be too greedy. nod.gif


Added on August 1, 2012, 3:05 amReading the Panamy annual report. Found a very interesting table of "Increase in Shareholders' Wealth".

In Dec 1966, Panamy IPO at 1.00/share. Imagine a person bought 1000 shares that time, total cost is 1000.
After 7 times of BI/RI/Private Placement until today, that person's total investment is 1350 (the 350 is because he or she subscribed fully in the RI offered). However, the shares holding has become 19384 shares.
Today, Panamy closed at 23.42.
Meaning, this person's panamy investment from 1350 to 453,973.28
That is 33627% gain in 46 years, CAGR of 731%! (excluding dividend) shocking.gif shocking.gif shocking.gif

Please correct me if I was wrong. notworthy.gif


Added on August 1, 2012, 3:20 amTOKYO: Panasonic Corp, the Japanese consumer-electronics maker trying to recover from a record annual loss, posted its first profit in six quarters after cutting jobs and shutting factories.

Net income totalled 12.81 billion yen (RM514.96 billion) in the three months ended June 30, compared with a 30.4 billion yen net loss a year earlier, the Osaka-based company said in a statement yesteroday.

That beat the 9.2 billion yen average of three analysts' estimates compiled by Bloomberg News. Panasonic kept its full-year profit forecast unchanged at 50 billion yen.

The maker of Viera televisions and Lumix cameras is trying to turn around its unprofitable TV, electronic component and battery operations this fiscal year after closing plants and eliminating 36,000 jobs amid falling prices and a surging yen.

President Kazuhiro Tsuga, who replaced Fumio Ohtsubo in the role last month, has pledged to revive the Japanese manufacturer "by all means".

"The result was good and shares may rebound, but it probably won't last long," said Mitsushige Akino, who oversees about US$500 million (RM1.57 billion) in assets at Tokyo-based Ichiyoshi Investment Management Co.

"Panasonic just started to tackle its structural problems. I see nothing that can improve the company's long-term outlook."

The stock rose 4.6 per cent to close at 546 yen in Tokyo trading before the announcement, narrowing its loss this year to 17 per cent. Japan's benchmark Nikkei 225 Stock Average has added 2.8 per cent in the past seven months.

Panasonic will probably cut costs by 130 billion yen this fiscal year after reducing them by 64 billion yen in the first quarter from a year earlier, chief financial officer Hideaki Kawai told reporters.

The audio-visual network division had a first-quarter operating profit of 7.4 billion yen, compared with a 3.8 billion yen operating loss a year earlier. Profit at the appliance unit rose seven per cent from a year earlier to 37.4 billion yen, the company said.

The devices unit had an operating profit of 7.3 billion yen in the quarter compared with a 2.7 billion yen loss a year ago. The energy unit had an operating profit of 100 million yen compared with a loss a year earlier.

The company kept its annual TV sales target at 15.5 million units.

"Tsuga will probably need to take further measures to fix the unprofitable operations of panels, semiconductors and batteries," Yasuo Nakane, a Tokyo-based analyst at Deutsche Bank AG, said before the announcement.

"Investors are expecting to see some sort of reform plan, which may include closure, suspension or sales of some businesses." Bloomberg

Read more: Panasonic posts first profit in six quarters http://www.btimes.com.my/Current_News/BTIM.../#ixzz22EIdmw6x

This post has been edited by yok70: Aug 1 2012, 03:20 AM
yok70
post Aug 2 2012, 04:11 PM

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QUOTE(yhtan @ Aug 2 2012, 03:47 PM)
Look like i have to prepare a huge elephant gun tongue.gif
*
thank you moppy index headlines! notworthy.gif

so lets make use of my 30% cash position by next month. (ohh...gotta dig some of those out for IGB reit application) drool.gif
yok70
post Aug 2 2012, 04:14 PM

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cmmt big guns coming.... shocking.gif
yok70
post Aug 2 2012, 04:25 PM

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genting can go below 9 or not? biggrin.gif
yok70
post Aug 2 2012, 04:27 PM

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why i feel world market recently behave so calm. Not much movement with news.....already "sien jor"? tongue.gif
yok70
post Aug 2 2012, 04:28 PM

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QUOTE(hi5 @ Aug 2 2012, 04:27 PM)
very likely  sweat.gif
*
put a basket at 8.50 brows.gif
yok70
post Aug 2 2012, 04:30 PM

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bonia's trailing PE 11.5x, padini's 18.8x hmm.gif


Added on August 2, 2012, 4:31 pm
QUOTE(jy1905 @ Aug 2 2012, 04:29 PM)
it:s summer holiday now
*
moppy mentioned this, guess possible also. laugh.gif

This post has been edited by yok70: Aug 2 2012, 04:31 PM
yok70
post Aug 2 2012, 04:35 PM

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QUOTE(hi5 @ Aug 2 2012, 04:29 PM)
i think better bargain for genting after election  brows.gif
*
true.
question is when is GE. saying coming for a year now, still not see its shadow. now say sept, also say nov/dec, also say feb/march next year. like a long long train.... tongue.gif
so when is good for BN? if later, most big projects (MRT and O&G etc.) starts rolling (not just announcement, but really working), that time people probably more "i want to stable now since economy is blooming" feel. MRT could be starting end of this year. hmm.gif
yok70
post Aug 2 2012, 04:37 PM

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I sold Mahsing too early because of the fear of GE, only made 20% profit. If i hold it until today, there will be 40% profit. doh.gif
This GE crap is killing lots of my profit. mad.gif
yok70
post Aug 3 2012, 12:57 AM

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QUOTE(Icehart @ Aug 3 2012, 12:35 AM)
iPhone launch already?  blink.gif
*
when?? unsure.gif
yok70
post Aug 3 2012, 03:35 AM

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Sony loss widens, Panasonic from loss to profit. biggrin.gif
yok70
post Aug 4 2012, 05:56 AM

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RM50 for KLCCP, chase after Nestle. Congrats for those who bought it. tongue.gif
I didn't buy at 4.x while pana promoted it, now missed the train big time jor. biggrin.gif


Added on August 4, 2012, 6:07 amWesterns market empire strike back! Lets see what happens next Monday. unsure.gif

This post has been edited by yok70: Aug 4 2012, 06:07 AM

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