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 STOCK MARKET DISCUSSION V124, Seems like no one want this 124...

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yok70
post Sep 2 2012, 12:54 AM

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QUOTE(Dividend Warrior @ Sep 1 2012, 11:13 PM)
I look at the performance of the individual companies. I dun really care about the GE.

I just keep collecting dividends.  biggrin.gif
*
Great opinion. Thanks! thumbup.gif
yok70
post Sep 3 2012, 05:36 AM

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Buy high growth stock? Undervalued stock? In Malaysia? Judge your own.
Presenting to you, the star of the month, ASTRO.

rclxms.gif rclxms.gif rclxms.gif rclxms.gif rclxms.gif

http://www.nanyang.com.my/node/474040?tid=462


And below is Dali's defense for Astro:-
http://www.malaysiafinance.blogspot.com/20...-astro-ipo.html

And my opinion, Dali was being cunning on the debate, (once again) another not sincere article. Quite disappointed. I mean just take a look at Maxis, Armada...., do you need so much effort to analyze what was happening on these delist / relist games by Ananda? Just 2 years time? Play games meh! To practice one delisting or listing exercise already can take up to 1 year time already! Why so "hardworking" doing all these exercises?? For the sake of shareholders/share price?? A really stupid debate he made. yawn.gif

Just my personal thought. cool2.gif

This post has been edited by yok70: Sep 3 2012, 05:57 AM
yok70
post Sep 3 2012, 01:13 PM

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QUOTE(panasonic88 @ Sep 3 2012, 12:58 PM)
Not all. Only those with paper gain 10% & below.

The rest just let it roll. I am keeping 5~6 counters only eventually.

What about you? Any plans?

CI 1654 now, kind of bullish feel liao wor, you boh rasa meh? tongue.gif we started off with composite index 1530 this year. FYI.
*
It may touch 1700 before correction? QE3 may join in the party soon too. Man this will become a worldwide party, what a great time to do GE! Nice pick, Ah Jib Gor. tongue.gif

I like what Dividend Warrior said, don't care share price up down, just think of dividend. rclxms.gif
As for the rest of more risky/political-linked stocks, been trimming down holdings since last week. My cash has increased from 10% back to 20% now. Target at 35%. icon_rolleyes.gif


Added on September 3, 2012, 1:17 pm
QUOTE(CP88 @ Sep 3 2012, 12:43 PM)
Wokie. Thanks for the alert.  cool.gif

Do you foresee another mini bull run prior the GE?  hmm.gif
*
I was wondering which sector will move when the mini bull run hits in? ......construction? hmm.gif


This post has been edited by yok70: Sep 3 2012, 01:17 PM
yok70
post Sep 3 2012, 02:49 PM

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QUOTE(panasonic88 @ Sep 3 2012, 01:38 PM)
@yokie

Definitely is GLC related counters lor.

I agree with DW method as well. nod.gif Just that am diversifying to buying a small condo where I call it a Home, so am taking the chance to sell off & pour the money into my house. Again, no right or wrong one. I'm proud of myself tongue.gif
*
Very nice present for you by the stock market. rclxms.gif
A nice place call Home is 10000 times more important than any amount of money. So definitely support you to finally buy your own house. Bravo and a big Congrats! party.gif cheers.gif rclxs0.gif party.gif
yok70
post Sep 3 2012, 04:30 PM

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QUOTE(jasontoh @ Sep 3 2012, 04:18 PM)
Paper gain? Realized gain? Combined? How long? Every year? Since started investment?
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Now he knew we are serious here, won't simply talk one. The very first lesson a newbie should learn. biggrin.gif
CI up 9.3 pts, lots of bearish future players must be burnt hard now. Many drop glasses for the past few months, they may already loss big in shorting futures since breakout 1600. laugh.gif

This post has been edited by yok70: Sep 3 2012, 04:32 PM
yok70
post Sep 3 2012, 06:48 PM

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QUOTE(bursalchemy @ Sep 3 2012, 06:03 PM)
The mother of all bubbles is speculation. Futures is created to let investor hedge against risk. When excessive involvement will become speculation. Unless u have the brain of george soros how he manage his hedge fund, otherwise beter dont touch those derivatives. Nobody can really estimate the madness of the crowd. Most investors are irrational. The market out there has alot of nuisance. Just remeber this.  rclxms.gif
Looks like you are an old bird already. I over worried then. biggrin.gif
yok70
post Sep 3 2012, 08:52 PM

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QUOTE(bursalchemy @ Sep 3 2012, 08:05 PM)
Can tell me ur worry? Anyway, the fender guitar is classic. I am also a guitar fever.  tongue.gif
*
I myself was a "freshman" 2 years+ ago, now upgraded to a "newbie". And I still remember my bumpy experience. Just wish for other freshmen to get a little bit less bumpy, since money is hard earn, very painful one when losing a lot of them. nod.gif

Oh yeah! Love Fender's Strats and Gibson's Les Pauls. Can stare at them 100 years also won't get bored. Cannot understand how on earth those pioneer designers able to create such beautiful curves of beauty! And the Les Paul's black pearl color is just......yummy! drool.gif

....oops....OT oledy! tongue.gif
yok70
post Sep 4 2012, 03:06 AM

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cool.gif


Attached File(s)
Attached File  OnG_cimb_030912.pdf ( 487.29k ) Number of downloads: 48
yok70
post Sep 4 2012, 11:55 AM

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QUOTE(cherroy @ Sep 4 2012, 11:39 AM)
At least those privatisation is done at a premium over the market price.

To be fair, the old listed Maxis, is not the same current listed Maxis.
*
The new about to list Astro is also not the same old Astro. The new one is smaller without overseas business, and the value is 100% more than the old one. Although Ananda gives some premium to the shareholders when privatize, but this is not what some shareholders bought it for at the first place. They want to hold it for another critical growth stage of 2 years, and Ananda took that away from them.

When one holds a dead fish stock for 5 years hoping its value finally unlocked and its potential realized, but then the boss suddenly came in to privatize it for a premium of 30%. So what? That 5 years?? 30%?? I want 300% lah!! Then 2 years later, the company relisted at a premium of 300%. How past shareholders feel?
shakehead.gif

yok70
post Sep 4 2012, 12:10 PM

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QUOTE(foofoosasa @ Sep 4 2012, 11:59 AM)
Bursa should revise their de-listed rule. Seriously. Otherwise those big shark keep bully small ikan bilis like us.
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I'd think a minimum 5 years restriction for relisting application would be fair to shareholders.
The application/planning of delisting+relisting can easily take 1 year or longer, which means nowadays they just waited 1 year(or even less!) and then re-apply for relisting! What is that?! doh.gif

This post has been edited by yok70: Sep 4 2012, 12:12 PM
yok70
post Sep 4 2012, 12:14 PM

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QUOTE(robinlim @ Sep 4 2012, 12:11 PM)
Got premium still better than offered at discounted price, right? tongue.gif
Unlike those treat-shareholders-like-ants type companies, eg Bonia, San Miguel shakehead.gif

Anyway, I also dislike this type of practice
listed a company, good profits then take private
after a short period of years and list again in the name of 'unlocking values'
milking investors as much as they could rclxub.gif
*
Yes! Very much pissed off with Bonia. Expecting 100% gain but only get 8% at last! Wasting my precious time. doh.gif
yok70
post Sep 4 2012, 12:56 PM

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cool.gif


Attached File(s)
Attached File  Strategy_1H2012_Report_Card_20120904_OSK.pdf ( 589.87k ) Number of downloads: 59
yok70
post Sep 4 2012, 03:07 PM

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Come Sept 18, Bursa Malaysia and the Singapore Exchange will be the
region's first two exchanges to connect through the Asean Trading Link, the
share trading system envisioned to eventually link 10 stock markets in the
Southeast Asian region. This will be followed by the Stock Exchange of
Thailand. (Financial Daily)


What does it mean? Does it mean we can trade Singapore stocks directly on Sept 18? notworthy.gif
yok70
post Sep 4 2012, 03:44 PM

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Strategy woh.
cool.gif


Attached File(s)
Attached File  Strategy_cimb_040912.pdf ( 1.02mb ) Number of downloads: 33
Attached File  Strategy_1H2012_Report_Card_20120904_OSK.pdf ( 589.87k ) Number of downloads: 18
Attached File  Market_2Q12_results_20120904_MIB2_1965.pdf ( 327.02k ) Number of downloads: 25
yok70
post Sep 4 2012, 03:58 PM

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QUOTE(GregPG01 @ Sep 4 2012, 03:46 PM)
quoting

http://biz.thestar.com.my/news/story.asp?file=/2012/7/7/business/11599335&sec=business

As the larger players already have their own regional networks, they are unlikely to route orders through the Asean Link. Hence, the link maybe viewed more of an infrastructure provision that is more relevant and beneficial to medium-sized brokers who have better credentials but lack the regional infrastructure to reach beyond their own borders.

http://biz.thestar.com.my/news/story.asp?file=/2012/6/5/business/11403352&sec=business

benefits of the link included reduced transation costs, with brokerages now having direct access into other markets without having to go through another intermediary.

http://biz.thestar.com.my/news/story.asp?file=/2012/8/23/business/11891449&sec=business

facing muted interest from Malaysian brokers because most brokerages here already have trading tie-ups with counterparts in Singapore
*
I did not receive any change of fees charges regarding this from any broker. Too bad. shakehead.gif
yok70
post Sep 4 2012, 04:03 PM

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Is IHH stock listed in Singapore EXACTLY THE SAME as the one listed in Malaysia? notworthy.gif
The EPS, dividend, assets, valuations etc. all the same?

This post has been edited by yok70: Sep 4 2012, 04:05 PM
yok70
post Sep 4 2012, 04:08 PM

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QUOTE(SmuffyJ @ Sep 4 2012, 04:06 PM)
whoever chase ingens really get burnt..
*
like who? hmm.gif
yok70
post Sep 4 2012, 04:23 PM

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QUOTE(GregPG01 @ Sep 4 2012, 04:13 PM)
wah 0.26 , not even 1/2 of the 0.55 (offer price ) ! .  laugh.gif


Added on September 4, 2012, 4:15 pm

same . 1.25 x 2.5 = 3.125 . different by a couple of cents .

and this is from yesterday .

DJ MARKET TALK: CIMB Starts IHH Healthcare At Outperform, Target S$1.53
0811 GMT [Dow Jones] STOCK CALL: CIMB starts IHH Healthcare (Q0F.SG) at Outperform with S$1.53 target. "IHH's extensive footprint in a defensive sector is one of the best business models around. It possesses steady-growth profile, driven by unquenchable demands for better healthcare needs. This is a direct play on the rising global healthcare costs." It notes IHH operates an integrated healthcare business and related services, with market leadership in its three home markets of Singapore, Malaysia and Turkey as well as operations and investments in China, India, Hong Kong, Vietnam, Brunei and Macedonia. It adds, IHH's ability to capture the huge demand for medical travel is a big plus, with its key home markets able to act as regional hubs for medical travel. IHH's sponsorship of the Parkway Life REIT (C2PU.SG) also provides opportunities not readily available to other healthcare players, with possible further asset-recycling chances among its Malaysian assets, and with freed capital likely redeployed to growth frontiers, it says. The stock is flat at S$1.25. (leslie.shaffer@dowjones.com)
*
So I can straight away put the Malaysia IHH TP from cimb as RM3.813(direct converted from S$)?

I want to share the complete cimb paper here but once again the forum rejected it because file size too large for their setting i think. Too bad. biggrin.gif


yok70
post Sep 4 2012, 04:25 PM

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QUOTE(SmuffyJ @ Sep 4 2012, 04:11 PM)
since it is one of the top ten volumes sure there are some who got burnt..
*
I also forgot who in this forum talked about it many times. Since this stock was so popular here. nod.gif
yok70
post Sep 4 2012, 07:59 PM

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QUOTE(SKY 1809 @ Sep 4 2012, 05:46 PM)
But according to US Laws, for  bankers who got involved in the listing of a co  cannot write recommendation letters for that co within a time frame. Be it one page or 100 pages.

Conflict of Interest is always there.

I thought they gave such good recommendations for MEGB too,only recently scrapping it. yawn.gif

I mean for serious investors, these sensitive things are rather important. After all, we aim to be world top class IPO centre.

" Bank of America-Merrill Lynch (BAC.N), CIMB (CIMB.KL) and Deutsche Bank (DBKGn.DE) are the lead global coordinators for the IHH listing, with Credit Suisse (MLPN.P), DBS (DBSM.SI), Goldman Sachs (GS.N) and Maybank (MBBM.KL) acting as joint bookrunners."
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Agreed. There could be bias. But in fact, any IB paper could be bias, because it's too tiring to find out which IB has businesses involved with which company. Own judgement is the final skill we all should have. It's risky to blindly follow any IB papers or any forumer's recommendations. nod.gif



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