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

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gark
post Sep 12 2012, 10:56 AM

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QUOTE(Boon3 @ Sep 12 2012, 10:22 AM)
This new budget airline ...  rclxub.gif

http://www.theedgemalaysia.com/business-ne...-to-change.html

Nadi holds 51% and our government holds ONE golden share.  rolleyes.gif
How airlines does our country have now?  hmm.gif

AirAsia's TonyGor is not going to be happy. His company expanding like crazy, as if money fall from sky ( punt maybe intended! LOL! laugh.gif ) and suddenly, a no shadow kick comes flying out...
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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...)

This post has been edited by gark: Sep 12 2012, 10:57 AM
gark
post Sep 12 2012, 11:01 AM

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QUOTE(Boon3 @ Sep 12 2012, 10:58 AM)
WOW! That many cheapskate airlines in Indonesia?  sweat.gif

Thanks for that info. smile.gif
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Yeah.. lion air USED to be the taikor in budget airline in Indonesia.. until AirAsia comes along... brows.gif . You disturb my turf, I disturb your turf loh...but AirAsia Indonesia is given small quota of landing rights in local airport, that is why the company HQ is moving there...to be a 'local' company wink.gif. Foreign companies have many disadvantages in Indonesia..
gark
post Sep 12 2012, 11:02 AM

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QUOTE(SKY 1809 @ Sep 12 2012, 11:00 AM)
Maybe more chances for AA to sapu cheap when they are about to close shops hmm.gif
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AA wanted to 'sapu' batavia airline recently but was recently blocked by the government... say they fear airasia will be monopoly.. laugh.gif
gark
post Sep 12 2012, 11:08 AM

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QUOTE(Boon3 @ Sep 12 2012, 11:03 AM)
Indonesia not easy place.
Didn't Astro and Maxis run into trouble there after putting in big money there?
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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
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
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No very interested, look at all the debt also 'kecut' already. tongue.gif
gark
post Sep 18 2012, 02:09 PM

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QUOTE(yhtan @ Sep 18 2012, 10:55 AM)
Consider reasonable price for me, there is a seminar involved in "value investing" and cost close to RM5k for 4 days seminar sweat.gif
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Or... you could buy a copy of the 'Intelligent Investor' by Benjamin Graham for RM 89.90 tongue.gif
gark
post Sep 18 2012, 06:21 PM

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QUOTE(abbey @ Sep 18 2012, 05:58 PM)
yok70,

Regarding the reports you have been posting, please note what was written at the bottom:
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I don't think it matters much, the entire internet is already full of all these reports if you knwo where to get them, In Singapore the remisers association is also posting online as well, from all research house... yawn.gif


Added on September 18, 2012, 6:22 pm
QUOTE(yok70 @ Sep 18 2012, 06:19 PM)
This sounds like....catch the good ones, but tolerate the bad ones. Well, ya. Better put me in jail. Then allow publications such as The Edge or Business Times to published fake news provided by "unknown personal", that attracts innocent souls to loss huge money by the sharks who provides "secret info" to them. And there is no law to put them in jail at all, they are totally safe. This is reality, and this is the confusion of people regarding what is right from wrong. Without much information that at least "responsible by some brokers", people can simply put "secret info" in forum and providing fake or twisted manipulations in forum to attract innocent souls for their own benefit. Anyway, just my personal opinion, no offense.  cool2.gif
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I support.. rclxms.gif rclxms.gif

This post has been edited by gark: Sep 18 2012, 06:22 PM
gark
post Sep 19 2012, 06:42 PM

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QUOTE(ham_revilo @ Sep 19 2012, 06:15 PM)
http://en.wikipedia.org/wiki/Syed_Mokhtar_Al-Bukhary
nothing better to do in office, i found this in wiki laugh.gif
sorry for being a slowpoke  notworthy.gif

malaysia richest bumi have a kind heart  rclxms.gif

weird thing is i never heard about the university before. its not open to public?
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Apa kind heart? More like shrewd, using companies he control to donate to a university he founded. So all the other minority shareholder also 'forced' to donate lah. If he kind heart should donate from own packet... rclxub.gif

The university does not benefit Malaysians much since 80% of the 'charity' university from from overseas... doh.gif

This post has been edited by gark: Sep 19 2012, 06:47 PM
gark
post Sep 20 2012, 02:58 PM

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QUOTE(yhtan @ Sep 20 2012, 02:56 PM)
Massive selldown, most probably by local institution hmm.gif
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Mostly index stocks only, other retail stocks is not much affected... ? tongue.gif
gark
post Sep 20 2012, 03:32 PM

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QUOTE(yok70 @ Sep 20 2012, 03:19 PM)

No, I didn't sell any Cypark. In fact, I bought more few days back at 1.51.  sweat.gif
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Results coming next week... wonder will it be good...? tongue.gif
gark
post Sep 20 2012, 04:50 PM

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QUOTE(yok70 @ Sep 20 2012, 03:47 PM)
Mentioned cypark.  hmm.gif
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CIMB always pro cypark.. only analyst covering it as well... must take with a grain of salt... laugh.gif
gark
post Sep 20 2012, 04:55 PM

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QUOTE(ham_revilo @ Sep 20 2012, 03:51 PM)
yes, that was the letter i got. lol

so it only for the chinese. funny....
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Hmmph.. no need to waste public money writing all these 'rayu rayu' letter lah. Just treat the Chinese as equal Malaysians, guarantee 100% of the votes goes to bee end... wink.gif
gark
post Sep 20 2012, 05:21 PM

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QUOTE(yok70 @ Sep 20 2012, 05:07 PM)
all papers also need put lots of salt on it.  laugh.gif
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.
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However, I do think cypark have good potential, not now but 2-3 years down the road if they can execute the RE business well. Thier earning will jump two fold IF they can secure the funding and implement the RM 730 mil investment. For the coming quarter, we can expect they get additional 2 mil revenue compared to last quarter for the RE business for the Pajam solar park which was launched in march this year, but the actual profit will increase is yet to be seen. whistling.gif


Added on September 20, 2012, 5:23 pm
QUOTE(ham_revilo @ Sep 20 2012, 05:17 PM)
will it bring significant effect on the counter price? if company always allow their employee to purchase at such a low price will it means that the counter price will drop slowly?
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ESOS is max 10% of total listed shares, usaully it is in range of 1%-5% total, so EPS dilution is minimal...

This post has been edited by gark: Sep 20 2012, 05:23 PM
gark
post Sep 24 2012, 05:43 PM

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QUOTE(yhtan @ Sep 24 2012, 05:25 PM)
The cost per tonne is about 1.6-2k, how are they going to survive by that price hmm.gif

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There are some low cost planters who can get CPO at 1,200-1,500 per ton. wink.gif These will win the shakeout...


Added on September 24, 2012, 5:45 pm
QUOTE(StupidGuyPlayComp @ Sep 24 2012, 05:15 PM)

Astro Subscribers will be entitled to subscribe for 3,000 shares of Astro IPO at rm3.00. Kindly please get the BLUE Forms to subscribe as Astro account holders
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Apalah, cornerstone get it at 2.70, subscriber get at 3.00... mana boleh? Anyway at this price the yield is <2%. rclxub.gif

This post has been edited by gark: Sep 24 2012, 05:45 PM
gark
post Sep 25 2012, 07:24 PM

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QUOTE(yok70 @ Sep 25 2012, 05:05 PM)
WCT seems like the best performing construction counter now. The rest all kena selldown gaw gaw. Nice pick guys! Too bad I tak ada ini.  thumbup.gif
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6 cents more to go, my target 2.76. laugh.gif Hopefully will reach soon..

This post has been edited by gark: Sep 25 2012, 07:25 PM
gark
post Sep 26 2012, 01:55 PM

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QUOTE(ham_revilo @ Sep 26 2012, 01:40 PM)
even with cure, yet people will want to prevent from getting it. so maybe you can profit from the "prevention"  tongue.gif
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Hmm so far all 'kena' is from middle east... hmm.gif What makes them so vulnerable? Those study at college with a lot of middle east people will be at risk.. laugh.gif Virus very similar but new strain to SARS.

Last time SARS because all the china people go eat 'civet cat', middle east eat wat ah?

Last time SARS best seller was surgical mask.... remember everybody go stock up mask like no tomorrow...got any listed mask maker? whistling.gif

This post has been edited by gark: Sep 26 2012, 02:01 PM
gark
post Sep 26 2012, 04:29 PM

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QUOTE(yok70 @ Sep 26 2012, 04:28 PM)
TAKE PROFIT (TECHNICAL) on rallies for AIRASIA, with weaker support areas at MYR2.68 and MYR2.82.
The downside target areas are at MYR2.24 and MYR2.58. - Maybank
Everyone contributes to press down airasia.  tongue.gif
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Is that why Tony so 'gian' want to have dinner with Malindo/Lion Air owner.... to discuss monopoly/price fixing? doh.gif

This post has been edited by gark: Sep 26 2012, 04:30 PM
gark
post Sep 26 2012, 04:32 PM

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QUOTE(yok70 @ Sep 26 2012, 03:57 PM)

i think yes. since i google and all photo same girl.  biggrin.gif
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In one of the photo got her 'girlfriend' who looks like a guy. Anyone here got same kind of face can go try....
gark
post Sep 28 2012, 03:10 PM

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QUOTE(SKY 1809 @ Sep 28 2012, 03:06 PM)
OK lah still  can pay 3% Dividends , better than German Bonds icon_rolleyes.gif
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Swiss bonds even worse.. -ve yield.. so you end up paying the bank to loan your money to them. laugh.gif

World terbalik lioa... rclxub.gif

This post has been edited by gark: Sep 28 2012, 03:11 PM
gark
post Sep 28 2012, 03:43 PM

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QUOTE(cherroy @ Sep 28 2012, 03:37 PM)
Here, at this forum.  tongue.gif
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So cherroy will give minute-to-minute update? rclxms.gif

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