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

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SKY 1809
post Sep 6 2012, 07:13 PM

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Samsung sold 20M unit of S3, 6m units to Europe, where got bad time one ?

http://thestar.com.my/news/story.asp?file=...ec=reutersworld

This post has been edited by SKY 1809: Sep 6 2012, 07:14 PM
SKY 1809
post Sep 7 2012, 09:59 AM

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Wow , Amedia is going to the moon.

4 to 5X return for YHTan liao.

This post has been edited by SKY 1809: Sep 7 2012, 10:01 AM
SKY 1809
post Sep 7 2012, 10:07 AM

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QUOTE(yhtan @ Sep 7 2012, 10:02 AM)
300% up based on this price icon_rolleyes.gif

I think institutional fund keep buying for the past few months, what do u think? hmm.gif
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Some kind of injection of Telco or Digitized projects , maybe.

S M got so many telco projects, but may not have the expertise.

Remember MRT n LRT could be a good source too.

Just guessing only.

This post has been edited by SKY 1809: Sep 7 2012, 10:09 AM
SKY 1809
post Sep 7 2012, 10:14 AM

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QUOTE(yhtan @ Sep 7 2012, 10:10 AM)
Still holding your Axiata? I'm impress with their latest quarter result and of course the latest 8 cent dividend biggrin.gif
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Telcos are doing well in US too, maybe due to fast expansion of mobile smartphones and tablets, and 4G


Added on September 7, 2012, 10:20 am
QUOTE(yhtan @ Sep 7 2012, 10:09 AM)
Telco project? i doubt they have the expertise to prosecute. I'll rather wish them to focus on their core business, as u mentioned the future LRT and MRT is a future good revenue source for them
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Some kinda big projects to be pumped in hmm.gif

This post has been edited by SKY 1809: Sep 7 2012, 10:20 AM
SKY 1809
post Sep 7 2012, 10:52 AM

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QUOTE(cherroy @ Sep 7 2012, 10:39 AM)
I wonder whether the ECB bond buying programme that result in huge market bull will last or not.

I still do not quite understand how to "sterilise" the money of bond buying.

Unlimited purchase?
Wow, means country can still continue issue bond to fund the budget deficit?
After all ECB will buy?
Like a open "water tap" that unlimited?
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The Catch is Spain must ask for IMF help ( complying to IMF strict rules ) before qualifying for the bond supports ( under the new program )

I think there would be limited new issues of bonds for countries under the IMF assistance , hence unlimited purchases become effective.

" sterilised " - would make it more effective " right ?

" Strict and effective conditions will be attached to the OMTs and European Financial Stability or European Stability Mechanism programs, Draghi said, adding the ECB would seek the involvement of the International Monetary Fund to design country-specific conditions."

This post has been edited by SKY 1809: Sep 7 2012, 11:02 AM
SKY 1809
post Sep 7 2012, 11:28 AM

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QUOTE(yok70 @ Sep 7 2012, 11:15 AM)
I'm accounting idiot. But my guess is it's some kind of "balance sheet tricks"? I don't know.
However, the overall feelings of it is the same feel as Sky said. They just make it "more effective", so that they no need all sorts of endless meetings before any decision made for the funding. And I also don't think there will be really that "unlimited". Just that there's no on paper limit, which is pointless also since it took months and months to just make one number after tens of meetings. They drag it too long already, now they really want to make a faster move, be it to solve the problem or prolong it or whatever. At least, do something and see how it goes. I guess that's the spirit of it.  hmm.gif
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Ya, Some kind of solutions are always better than no solution at all.

Just like Bill Clinton said, US problems are accumulated over the decades, whoever ( Republicans ) claims can solve the problems " fast" is more or less telling lies. hmm.gif


SKY 1809
post Sep 7 2012, 11:51 AM

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This news overshadowed by ECB ?

by Reuters on Friday, 07 September 2012 02:56
(Sept 7): Shanghai shares extended gains on Friday, rising more than 2 percent by mid-morning after the state-run China Securities Journal reported that regulators had approved 30 infrastructure projects.
The machinery sector was among the top performers, with Sany Heavy Industry up almost 7 percent and Taiyuan Heavy up almost 10 percent at 0236 GMT.
The Shanghai Composite Index was up 2.02 percent, while the CSI300 Index of the top Shanghai and Shenzhen listings was up 2.51 percent. - Reuters

SKY 1809
post Sep 7 2012, 12:33 PM

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QUOTE(yok70 @ Sep 7 2012, 12:23 PM)
True. But on the other hand, cutting debt is really not an easy job. Look at the Euro countries now, people are on the street. The instability of the country cannot do any help to its rebuild of economy. And debt interest is hanging them, no matter how luxury they are and have been, they(or to say, their citizens) still need times to adjust themselves. Need to give them time. Say we, normal office workers, easily spend $10 for one meal nowadays. If want them to spend just $3 per meal, can they survive? Of course they can, can fat also. But can they accept it just because the government "requested" them to do so? I don't think so. They will be on the street "fighting for their rights". People are confused nowadays? No, they are not. They know what they are doing. But they are greedy. They have been trained to be greedy, either by the government, or the reality of the society. Those who has a good mind, are very rare.   cool2.gif


Added on September 7, 2012, 12:26 pm

I just met an American friend who's very angry for Romney's aggressive speech that put America as super Empire country where all other countries (especially China) are losers etc. This is Romney, the fake joker. If he won, can start selling all US shares already, sure die.  laugh.gif
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Well Said,

In fact , US Debts doubled and tripped during GOP times before Clinton took over to cut down a bit.

Now , GOP wants to create the thinking that Obama created all the debt issues for Americans.

China pump prime also incidentally planned with ( Mrs ) Clinton 's visit hmm.gif

" Shanghai shares extended gains on Friday, rising more than 2 percent by mid-morning after the state-run China Securities Journal reported that regulators had approved 30 infrastructure projects."

This post has been edited by SKY 1809: Sep 7 2012, 12:38 PM
SKY 1809
post Sep 7 2012, 02:29 PM

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QUOTE(yok70 @ Sep 7 2012, 02:24 PM)
Ya, not Malaysia. But Malaysia companies can do business in other countries too. According to the paper, Genting Plantations has started investment on it.
Green is the future, definitely. I imagine 10 years later, the world will be quite different from now. Well, another 100 years, Doraemon will born.  laugh.gif
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Maybe later , Govt allows TNB to collect more money from the Rakyat by billing some extras hmm.gif
SKY 1809
post Sep 7 2012, 02:36 PM

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QUOTE(yok70 @ Sep 7 2012, 02:32 PM)
Although I sold all my Bonia last week, I still receive the MGO offer post to me. I don't need to care about it, but I'd like to learn.  biggrin.gif

It said, "NOTICE OF UNCONDITIONAL MANDATORY TAKE-OVER OFFER DATED 28 AUGUST 2012". The offer price is 2.04.

I'm still not sure how this thing works. Can any sifu please teach me?
1. Is it a MUST that all shareholders MUST sell their shares to them?
2. What's the difference between this one and the previous Spsetia offer? If I remember correctly, every shareholder MUST sell their shares to them on that one, was it?

Thanks!  notworthy.gif
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It is just an offer to buy from u only, cannot actually force u to sell .

But if u do not sell, later u may end up as a " private" shareholder when it is de listed. Minority right could be a real issue.





SKY 1809
post Sep 7 2012, 02:44 PM

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QUOTE(yok70 @ Sep 7 2012, 02:38 PM)
Oh. So any MGO does the same? Same thing to last time Spsetia MGO offer? Thanks!  notworthy.gif
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U know what , Singapore MGO starts at 30% ( could be Ang Mo standard ) , so E & O case could be judged diff in Singapore. hmm.gif

This post has been edited by SKY 1809: Sep 7 2012, 02:45 PM
SKY 1809
post Sep 7 2012, 02:55 PM

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QUOTE(yok70 @ Sep 7 2012, 02:50 PM)
Then good for me.  thumbup.gif
But I guess they still need to refer to local rules lah.  laugh.gif
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Well, what about the big bang cross listing and so on. hmm.gif
SKY 1809
post Sep 7 2012, 03:09 PM

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QUOTE(htt @ Sep 7 2012, 03:07 PM)
Nolah... we still living in a free country, you can still hold that if you want to... but if they hit the threshold can delist the company, then you will have big trouble...
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well , some forumers do like the no sell keyboard, so hard to ask them to sell sometimes.

After de lsiting, then no need to look for sell button liao.
SKY 1809
post Sep 7 2012, 03:28 PM

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QUOTE(Boon3 @ Sep 7 2012, 03:13 PM)
laugh.gif Just now you say you no like jail. tongue.gif
Scomi not that bad also.
Yesterday bouncing at 285 only.
tongue.gif
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The push has to do with its W ( expiring soon ) hmm.gif
SKY 1809
post Sep 7 2012, 05:20 PM

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But hope Moppy Index to be more consistently published, then one off .
SKY 1809
post Sep 11 2012, 02:40 PM

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QUOTE(Boon3 @ Sep 11 2012, 02:16 PM)
The thing is you are basing it on 'IF'.
IF it holds or rebounds around this price, then of course a triple bottom play is an 'option'.
What if the current bottom forms at a much lower price?
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The amazing of TA is if u see triple bottoms and yet it is not the real bottom. yawn.gif

Like u hear news that QE 3 coming, and still not yet to be seen hmm.gif




SKY 1809
post Sep 11 2012, 02:47 PM

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QUOTE(Boon3 @ Sep 11 2012, 02:43 PM)
QEs are bad for stocks meh?  tongue.gif

Looks like you have been busy. Busy making plans for next big KILLS? biggrin.gif
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This year Budget News come very late. hmm.gif

But some big incentives for houisng

This post has been edited by SKY 1809: Sep 11 2012, 02:49 PM
SKY 1809
post Sep 11 2012, 03:05 PM

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QUOTE(Boon3 @ Sep 11 2012, 02:57 PM)
It's possible that the housing sector gets some big incentives.
However, I am not keen about this sector at this moment.
Property stocks seems fairly valued right now. Nothing excites me... yet. tongue.gif
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My code 10 builds houses mah, but not a property stock.

aka building houses for Govt , and who knows may get some contracts for the EPF/ Sg Buloh projects hmm.gif
SKY 1809
post Sep 11 2012, 03:29 PM

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QUOTE(StupidGuyPlayComp @ Sep 11 2012, 03:05 PM)
tongue.gif I dun know how many bottom, but in term of psychology...........once it break 1.00, dangerous is coming.

property counter, i only got glomac...........will consider top up if lower than 0.80, incoming financial report should be good (as hint by boss earlier).  laugh.gif Unfortunately share price drop now
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Ya stocks wait for Erection like u say hmm.gif
SKY 1809
post Sep 11 2012, 03:48 PM

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QUOTE(Boon3 @ Sep 11 2012, 03:40 PM)
I LOL-ed like crazy when I read this: http://www.theedgemalaysia.com/business-ne...-expensive.html

EPF - our market SHARK! tongue.gif
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Kinda left hand selling to the right.

aka one local fund is selling to another local fund to create a consolidation.

Or who else is buying Maybank or Cimb

Retailers sapuing hmm.gif

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