China down 2%, HK down 1%. So this selldown is China PMI thing, not our GE thing.

GLC hit. Lucky i sold half of my DRB. It was hit gaw gaw. Cypark as well.

Hopefully good...

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Added on September 20, 2012, 3:40 pmback to 700 pts?

This post has been edited by yok70: Sep 20 2012, 03:40 PM

Mentioned cypark.


Attached File(s)
 Smallcaps_cimb_190912.pdf ( 899.36k ) Number of downloads: 41

The big black swan now is Euro debt "agreement" failed, US fiscal cliff over-shine QE3, China wars with Japan can hurt entire world's economy further. Last but not least, BN loss after GE.

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Added on September 20, 2012, 4:01 pmJust received E&O proposal for increase in share capital from 1.2b to 2b.
Anyone familiar with this? What's coming?
Could be the reason it tried to shoot up yesterday....

This post has been edited by yok70: Sep 20 2012, 04:02 PM

all papers also need put lots of salt on it.
if remember correctly, cypark was OSK's gem last year or so. but never heard them properly rate it, i think they just gave a FV but stayed unrated. Let me dig dig can find the paper or not.

Agree with you, it's all about execution now, the base has already setup nicely. Hope the management is strong enough as there is little track record to look for. And the debt is really high, although not unusual for emerging energy company.

profile dropped 1% today.
surprise to find my HK giordano up? how come? HK and China index so red. maybe tomorrow it will follow back.

Low volume down. Meaning, institutions are not selling much of their shares. Retailers are at sidelines. World market basically muted after QE3 announcement, which is kind of expected after strong rally before the announcement. So this "correction" is so mild that hardly feel anything on world market. If this able to sustain for a while (without hardcore taking profit), it could be good news. So everyone is playing this waiting game now.

This post has been edited by yok70: Sep 24 2012, 10:44 AM

Genting and Genm drop the most so far. Carlsberg drops bit more than Gab.
I want Gab to drop 4896.

I think worldwide selling down on consumer stocks. WB's recent selling is a big sign. So I guess not much related to GST although this also may further deepen local consumer stocks. As overall in world market, perhaps the multiple countries QEs should give inflation a good run. And also because of QEs, players may switch from defensive play into more aggressive play.

I've been waiting at 55 for soooo long!

OnG and Finance both benefits from inflation. See, it's a sign.

Nestle, I want buy at better yield since it's the kind of "no sell button" stock.

Definitely. I'd sold all my plantation last 2 weeks. Now price looks quite yummy. If they drop another 5-8%, I think I can't hold my itchy fingers anymore.

Mine is Maybank (but sold all last 2 weeks) and Public bank, definitely.
But RHBcap now looks quite sexy. Not yet mature, young and energetic.

mbsb is definitely one of my biggest regret that sold too early before it even started to rally! This is time when i think WB's words should be read everyday!

airasia continues sinking.
but how low can it go? still waiting to enter....sellers seem less for now...

my bkawan since got received dividend, so still on little bit profit when sold. lucky me.

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Added on September 24, 2012, 11:37 amI hated oldtown since its food sucks. BUT, it's making profit and future outlook seems got potential too. As today, many people don't care about food taste. And as spending power has increased, some upgraded from makmak store to places such as oldtown.
Its indicative private placement price at 1.84, I'm looking if should hantam some around that price. With yield of only 3.2%, not very tempting for dividend play though. Still thinking....

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Added on September 24, 2012, 11:41 amHong Hong and China market shows green.

This post has been edited by yok70: Sep 24 2012, 11:41 AM

So true! Their stuff sucks! But this sucks can be good for us sometimes: I once sit there and no stuff entertain me even though very few customers. And my friend and I used their "one of the fastest internet around" to do something. After 20 mins, our thing all done, still no stuff entertain us! And we just left! Free of charge internet + aircond for a quick meeting.

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Added on September 24, 2012, 11:51 amChina people just start to learn to drink coffee, so any taste is good taste, easy to sell.

This post has been edited by yok70: Sep 24 2012, 11:51 AM

I tell you, I'm the same as China folks...don't really know how to drink coffee. For me, it's good enough. But for coffee folks, they think cannot swallow one.

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Added on September 24, 2012, 12:08 pmWondering Kassets can reach 10 or not before ex date, watching it keeps chasing IGBReit.
As every 5 sen on Kassets means 1 sen on IGBreit.
so If IGBreit at 1.45, means Kassets at 10.00 as an equal value.
From current movement, I bet IGBreit can reach 1.45 easily.


This post has been edited by yok70: Sep 24 2012, 12:11 PM