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 STOCK MARKET DISCUSSION V125, stimulus, no stimulus, stimulus...

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SKY 1809
post Sep 11 2012, 03:59 PM

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QUOTE(CP88 @ Sep 11 2012, 03:54 PM)
Such as the big diamond ring and expensive handbags?  biggrin.gif
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London luxury prop boom now.

I think many forumers like Pana are sapuing. hmm.gif
SKY 1809
post Sep 11 2012, 04:30 PM

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QUOTE(yok70 @ Sep 11 2012, 04:23 PM)
where is my mopiko!!!  vmad.gif
hit buy on cypark jor!  cry.gif


Added on September 11, 2012, 4:25 pmAdded also some highest dividend retail mall reit.  sweat.gif
gosh! where is my mopiko......
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Limit Up soon yawn.gif

SKY 1809
post Sep 11 2012, 04:44 PM

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QUOTE(Boon3 @ Sep 11 2012, 04:35 PM)
laugh.gif panic buying jor!
tongue.gif
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Tomorrow, super bull should start yawn.gif
SKY 1809
post Sep 11 2012, 05:27 PM

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QUOTE(htt @ Sep 11 2012, 05:25 PM)
Just came back from meeting already drop so much and come back liao, what happened? rclxub.gif
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QE 5 hmm.gif
SKY 1809
post Sep 12 2012, 10:11 AM

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QUOTE(Boon3 @ Sep 12 2012, 10:06 AM)
Sorry Chef!
I shall bring extra oil for your wok!

tongue.gif
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goreng pisang mas hmm.gif
SKY 1809
post Sep 12 2012, 10:17 AM

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QUOTE(Boon3 @ Sep 12 2012, 10:14 AM)
laugh.gif

Market not bad today. smile.gif
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slow slow climb until Pre Budget Day on 28/9

For the time being, kinda artificial consolidation .

MBF W got triple bottom or not hmm.gif

This post has been edited by SKY 1809: Sep 12 2012, 10:19 AM
SKY 1809
post Sep 12 2012, 10:43 AM

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QUOTE(Boon3 @ Sep 12 2012, 10:38 AM)
Whether they fail or not, by them being around those AirAsia routes, they will represent an option for air travelers.
AirAsia model is having its success now because they got big helping hands when they first started out.
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Cheap Airlines do not help Rakyat much, cheap houses do laugh.gif
SKY 1809
post Sep 12 2012, 10:48 AM

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QUOTE(Boon3 @ Sep 12 2012, 10:28 AM)
He sure or not he no feel threaten... tongue.gif

Some routes AirAsia IS the only cheapskate way to fly...
now suddenly .... new cheapskate plane kambing... tongue.gif


Added on September 12, 2012, 10:31 am
WCT doing not bad today. This big ... err ... elephant... haD been moving up very steadily. Nice! Good for you Chef!  thumbup.gif
Personally I not so gian on construction business but if I were to choose one, I might consider Pintaras. Chart still very strong.  icon_rolleyes.gif
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Sure not a super slow conservative stock hmm.gif
SKY 1809
post Sep 12 2012, 10:51 AM

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QUOTE(Boon3 @ Sep 12 2012, 10:49 AM)
Talking about cheap houses, UEM Land is getting very 'cheap'.
Cheap is good for cheapskate stock players! Haha!
Will we see 1.50+ for UEM Land again?
Is this going to be a push down push up stock in the making?  rolleyes.gif
It has the GE branding all over its face but any shark tales from you?  tongue.gif
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UOB asks investors to sell such linked companies. rclxub.gif
SKY 1809
post Sep 12 2012, 11:00 AM

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QUOTE(gark @ Sep 12 2012, 10:56 AM)
Aiyah, Indonesia have so MANY budget airline, yet airasia can steadily get higher and higher market share. Lion air is not going to threaten Airasia anytime soon, as they are already fighting in the Indonesia. Unless of course the government start to play favorites.... yawn.gif

Indonesia budget Airlines :-

1. Citilink
2. Batavia Air
3. Lion Air
4. Airasia Indonesia
5. Srivijaya Air
6. Mandala air (closed shop already, recently bought by tiger air...)
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Maybe more chances for AA to sapu cheap when they are about to close shops hmm.gif
SKY 1809
post Sep 12 2012, 11:07 AM

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QUOTE(Boon3 @ Sep 12 2012, 10:55 AM)
I know.
You can see some retailers have blindly follow the 'sell first' move....
I can accept their thinking but not sure about the timing, afterall there is still no news on when exactly GE will take place.
Anyway, I am just exploring the possibility of bottoms on such stocks.
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Maybe got chance to do some arbitrage hmm.gif
SKY 1809
post Sep 12 2012, 11:08 AM

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QUOTE(Boon3 @ Sep 12 2012, 11:05 AM)
Miss this message. Which one? WCT?
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WCT is good . My sifu MK is doing the promotion leh hmm.gif
SKY 1809
post Sep 12 2012, 11:11 AM

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QUOTE(Boon3 @ Sep 12 2012, 11:10 AM)
My thinking is by the time it goes 1.50 or below... you will find noises shouting that the selling is terlebih. laugh.gif
Which is normal in our stock market.
Got to plan to be one step ahead of them. tongue.gif
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Triple bottom fishing laugh.gif
SKY 1809
post Sep 12 2012, 11:16 AM

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QUOTE(Boon3 @ Sep 12 2012, 11:11 AM)
You also got sifu meh?
You already so terror. tongue.gif
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Me kinda getting lazy like Android phone, copy and paste one brows.gif

Less time spent on R & D, more time allocated for windtalk yawn.gif
SKY 1809
post Sep 12 2012, 11:22 AM

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QUOTE(magika @ Sep 12 2012, 11:20 AM)
Did not buy tinman lah.. I talk big only now must learn no shadow kick
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Boons says UEM hmm.gif

Under eRect Man.

This post has been edited by SKY 1809: Sep 12 2012, 11:23 AM
SKY 1809
post Sep 12 2012, 11:34 AM

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QUOTE(gark @ Sep 12 2012, 11:29 AM)
No very interested, look at all the debt also 'kecut' already. tongue.gif
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AA got lot of cashpiles mah.

U cannot expect them to buy planes with cash yawn.gif
SKY 1809
post Sep 12 2012, 11:46 AM

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QUOTE(magika @ Sep 12 2012, 11:23 AM)
This Boon3 can trust, got no shadow kick one.. rclxms.gif

Looks like todays market is buying in anticpation.. bet afternoon down whistling.gif


Added on September 12, 2012, 11:24 am

complement or sarcasm.. i wonder  biggrin.gif
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Wind Talk is ............kinda

More like the TA talk also nod.gif

But then with some many undervalued stocks ( FA ) out there and with limited resources, logical step is detect the " wind " of some of these stocks through ( TA/SA )

Before that, still the stock got to go through a period of accumulation by the invisible hands before the wind starts to blow.

Wind talk as a matter of fact is a Branch of SA yawn.gif

Hope my code 10 meets the above......


Added on September 12, 2012, 11:50 am
QUOTE(yhtan @ Sep 12 2012, 11:46 AM)
All the leasing is over a long period, maybe 10 years or longer, similar as car loan. As long the company's cash flow able to repay its instalment, bank won't kacau them tongue.gif

Too bad they are into a industry highly depending on crude oil price, inconsistency profit in q-o-q or y-o-y
Their cash flow is healthy because they receive advance payment from customer by giving out promotion  laugh.gif
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Banks also got lot of debts ( FD ) and Bonds etc.

REITS too.

So are they not of investment grades. hmm.gif

This post has been edited by SKY 1809: Sep 12 2012, 11:50 AM
SKY 1809
post Sep 12 2012, 12:03 PM

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QUOTE(Boon3 @ Sep 12 2012, 11:53 AM)
LOL! I am so sorry but that statement in bold, reminds me so much of the beloved R*** sector. tongue.gif

Last time, when I glanced thru, the 'distortion' is there due to the depreciation of its aircrafts.
It's a double edged sword.
One on hand, depreciation of aircrafts is a must, not just the sake of accounting purposes.
But by doing that, sometimes 'investors' forget that the company is a nice cash cow and it is VERY good to have a business where it can collect money in advance.


Added on September 12, 2012, 11:54 am
notworthy.gif

Mr. President. smile.gif

tongue.gif
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Well putting money into Relative unknown stocks like Amedia, Takaful, Huayang and MBF w , sometimes could fetch higher returns too.

Not necessary have to be super popular ones like Harvest. yawn.gif
SKY 1809
post Sep 12 2012, 12:19 PM

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QUOTE(Boon3 @ Sep 12 2012, 12:08 PM)
Agree!

Any comments on P&O? I remember you saying you once made big money in this counter.
I am interested after reading Kenanga's comments.
Wonder what's your take on this stock.

Watching stocks we own or used to own has its benefits.
Sometimes stock could fall too much and when it does, it could be like raining ang pows.
For instance, I am also watching that bank. tongue.gif
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KInda true also.

The reason why I sold off MBF W and Affin and bought Code 10 because I expect it to fall less when the market consolidates .

Well P & O , we started with ( some ) bought around 60sen, and many jumped in at rm 1.20, and suffered losses, and tonnes of noises created by the forumers.

M & A failed , and now story starts to repeat ?

No intention to jump in cos got bad memory at around rm 1.20 then yawn.gif


Added on September 12, 2012, 12:26 pm
QUOTE(Boon3 @ Sep 12 2012, 12:14 PM)
LOL!

No lah. I just want to send it to a master Chef and ask the chef to masak the living daylights of the stock! laugh.gif
When market down, I can be a cheapskate-r and I always have so many stocks to look and see if they can be masak-ed!

thumbup.gif
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EPF kinda instructed to divert more funds to support CIMB, hence no time to take care of this stock.

Well, I am also eyeing on " bargain buy " on this bank.

BTW couple of cw just expired.

This post has been edited by SKY 1809: Sep 12 2012, 12:33 PM
SKY 1809
post Sep 12 2012, 12:36 PM

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QUOTE(Boon3 @ Sep 12 2012, 12:33 PM)
Thanks for sharing your past exp on the stock.

I on the other hand is interested now.

A new M&A speculation appeared last Aug.
Stock jumped with a huge gap up and close around 1.22.
What's most interesting is that with the said weak sentiments and all the 'sell first and buy back lower' talks, the stock held firm and did not give up the gains.

Last Saturday, P&O confirmed it got offers from a S.African insurance company.
Stock gap up on Monday.
Despite the weak conditions again, the stock did not fall much.
Just now the stock holding around 1.22.
The current uptrend which started in June, still looks strong, in its infant stages.
I love stocks who hold strong on weak sentiments.

Kenanga report yesterday says the stock TP around 1.60.

I am interested but I think I will only adopt a buy high and sell higher strategy on this stock.  sweat.gif
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Same T/P and same broker report laugh.gif

Same minyak but diff packaging yawn.gif

And Why South Africa leh yawn.gif

This post has been edited by SKY 1809: Sep 12 2012, 12:39 PM

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