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

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Boon3
post Sep 12 2012, 11:11 AM

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QUOTE(SKY 1809 @ Sep 12 2012, 11:08 AM)
WCT is good . My sifu MK is doing the promotion leh hmm.gif
*
You also got sifu meh?
You already so terror. tongue.gif


Added on September 12, 2012, 11:14 am
QUOTE(magika @ Sep 12 2012, 11:10 AM)
Going to Hong Kong in November with family. Kwantung ? i thought Hong Kong mehh tongue.gif
*
Going to Hong Kong? let me guess.. sponsored by JayCee and Tin Man. laugh.gif
1.97 now! thumbup.gif


Added on September 12, 2012, 11:15 am
QUOTE(gark @ Sep 12 2012, 11:08 AM)
Depend ... CIMB niaga, BII Maybank, Axiata, QL Resources, and most plantation is doing very well.. it depends on your partner. Astro is doomed to fail as Indon have like 5-6 satellite TV operators here AND is cheaper than Astro... guess no monopoly tak boleh jalan... laugh.gif
*
Hehe.
Would you be aiming for a bottom play for AirAsia?
2.80 price ok boh? sweat.gif


This post has been edited by Boon3: Sep 12 2012, 11:15 AM
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
*
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
Boon3
post Sep 12 2012, 11:18 AM

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QUOTE(SKY 1809 @ Sep 12 2012, 11:16 AM)
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
*
laugh.gif
Can I elect you to be president of BMW club?

brows.gif






























hahah! BMW club = Bursa Malaysia Windtalking club!

thumbup.gif
magika
post Sep 12 2012, 11:20 AM

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QUOTE(Boon3 @ Sep 12 2012, 11:11 AM)

Added on September 12, 2012, 11:14 am
Going to Hong Kong? let me guess.. sponsored by JayCee and Tin Man. laugh.gif
1.97 now!  thumbup.gif


Added on September 12, 2012, 11:15 am
Did not buy tinman lah.. I talk big only now must learn no shadow kick
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
*
Boons says UEM hmm.gif

Under eRect Man.

This post has been edited by SKY 1809: Sep 12 2012, 11:23 AM
Boon3
post Sep 12 2012, 11:23 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
*
laugh.gif

This not call talking big.
You will be getting a free membership to the BMW club. thumbup.gif
magika
post Sep 12 2012, 11:23 AM

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QUOTE(SKY 1809 @ Sep 12 2012, 11:22 AM)
Boons says UEM  hmm.gif
*
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
QUOTE(Boon3 @ Sep 12 2012, 11:23 AM)
laugh.gif

This not call talking big.
You will be getting a free membership to the BMW club.  thumbup.gif
*
complement or sarcasm.. i wonder biggrin.gif

This post has been edited by magika: Sep 12 2012, 11:24 AM
Boon3
post Sep 12 2012, 11:25 AM

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QUOTE(SKY 1809 @ Sep 12 2012, 11:22 AM)
Boons says UEM  hmm.gif

Under eRect  Man.
*
Wei!
I 100% not buying UEM Land now. tongue.gif
And I don't own this stock either.... not yet. laugh.gif
Wait for you first. Haha!
Boon3
post Sep 12 2012, 11:27 AM

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QUOTE(magika @ Sep 12 2012, 11:23 AM)

complement or sarcasm.. i wonder  biggrin.gif
rolleyes.gif

I am now wondering also.

biggrin.gif

gark
post Sep 12 2012, 11:29 AM

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QUOTE(Boon3 @ Sep 12 2012, 11:11 AM)

Would you be aiming for a bottom play for AirAsia?
2.80 price ok boh?  sweat.gif
*
No very interested, look at all the debt also 'kecut' already. tongue.gif
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
*
AA got lot of cashpiles mah.

U cannot expect them to buy planes with cash yawn.gif
Boon3
post Sep 12 2012, 11:38 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
*
laugh.gif

Looks like you are a pure investor.
Must eat some different dish every now and then. Speculate little won't die one. tongue.gif
I think if AirAsia stock continue to fall to 2.80+, I think this knee jerk reaction will be overdone.
Could be an opportunity for some scavengers traders... tongue.gif

AirAsia debts and its future plan is indeed scary but at this moment of time, I think AirAsia's cash flows should still be able to tahan.
Yeah, AirAsia won't die so fast.. sweat.gif
But some are making noise already saying TonyGor very smart. By the time the debts really kick in, where will TonyGor be?
yhtan
post Sep 12 2012, 11:46 AM

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From: lolyat


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

QUOTE(Boon3 @ Sep 12 2012, 11:38 AM)
laugh.gif

Looks like you are a pure investor.
Must eat some different dish every now and then. Speculate little won't die one. tongue.gif
I think if AirAsia stock continue to fall to 2.80+, I think this knee jerk reaction will be overdone.
Could be an opportunity for some scavengers traders... tongue.gif

AirAsia debts and its future plan is indeed scary but at this moment of time, I think AirAsia's cash flows should still be able to tahan.
Yeah, AirAsia won't die so fast..  sweat.gif
But some are making noise already saying TonyGor very smart. By the time the debts really kick in, where will TonyGor be?
*
Their cash flow is healthy because they receive advance payment from customer by giving out promotion laugh.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
*
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
*
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
Boon3
post Sep 12 2012, 11:53 AM

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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
*
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
QUOTE(SKY 1809 @ Sep 12 2012, 11:46 AM)
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......
notworthy.gif

Mr. President. smile.gif

tongue.gif


This post has been edited by Boon3: Sep 12 2012, 11:54 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
*
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
Boon3
post Sep 12 2012, 12:08 PM

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QUOTE(SKY 1809 @ Sep 12 2012, 12:03 PM)
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
*
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

magika
post Sep 12 2012, 12:10 PM

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

For instance, I am also watching that bank. tongue.gif
*
Why, want to rob it meh..? tongue.gif
Boon3
post Sep 12 2012, 12:14 PM

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QUOTE(magika @ Sep 12 2012, 12:10 PM)
Why, want to rob it meh..? tongue.gif
*
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

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
*
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
*
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

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