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

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jy1905
post Sep 6 2012, 03:25 PM

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hello.. maih.. my banking kena kao kao today

This post has been edited by jy1905: Sep 6 2012, 03:26 PM
jy1905
post Sep 6 2012, 03:36 PM

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QUOTE(kueyteowlou @ Sep 6 2012, 03:32 PM)
it make sense to push down banking sector..

CIMB and MAYBANK is the easiest to push down index..  laugh.gif
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i am holding those kucik miao banks and their percentage of drop is more than maybank cry.gif
but euro open green, so what:s for tomorrow hmm.gif
jy1905
post Sep 6 2012, 03:45 PM

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QUOTE(panasonic88 @ Sep 6 2012, 03:38 PM)
Once shark got your stock at cheap price, tomolo mah leebound lor! laugh.gif
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things doesnt look good this week.. hope for a rebound next week if no other bad news coming in
finger crossed sweat.gif


Added on September 6, 2012, 3:46 pm
QUOTE(kueyteowlou @ Sep 6 2012, 03:41 PM)
AFG looks great... kecik miao bank ? what bank? mind to share ah?
you have to ask our daikoh daikoh Malaysia.. whether are they enough to push down the market?  tongue.gif

but foreign fund buying wor... thats why pana jie not happy  tongue.gif
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not afg.. i think they are the two smallest banks.. finfin and bimb blush.gif

can anyone check for me if bimb has any cw expiring soon? notworthy.gif

This post has been edited by jy1905: Sep 6 2012, 03:51 PM
jy1905
post Sep 6 2012, 03:59 PM

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QUOTE(kueyteowlou @ Sep 6 2012, 03:56 PM)
BIMB-CC going to expired this month...  blush.gif
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ahh.. the exact date? notworthy.gif
jy1905
post Sep 6 2012, 04:04 PM

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QUOTE(kueyteowlou @ Sep 6 2012, 04:01 PM)
28/9/2012

opps.. that is my ex birthday  cry.gif
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paiseh blush.gif seems too early for the selldown for bimb hmm.gif
jy1905
post Sep 6 2012, 04:21 PM

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QUOTE(yhtan @ Sep 6 2012, 04:14 PM)
Panamy dividend masuk bank account thumbup.gif

Major correction done by local fun manager? hmm.gif
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maybe local funds selling first to increase firepower to buy when ff starts selling after the parliment is dissolved? hmm.gif
jy1905
post Sep 6 2012, 04:24 PM

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QUOTE(yok70 @ Sep 6 2012, 04:20 PM)
Wilmar outlook bad. That's why. I'm waiting at 10-11 range.  biggrin.gif
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suddenly thought of transmile.. last time when it go down many ppl say just hentam.. robert kuok sure no prob.. but then this time hmm.gif
buy or not buy?
jy1905
post Sep 6 2012, 04:43 PM

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QUOTE(yok70 @ Sep 6 2012, 04:32 PM)
PPB got another risk, is that it involved in basic needs(food) businesses that highly depending on government's price control. Therefore its China business is not doing well. Not defensive, if play with rice or sugar etc. basic needs food business. High risk actually, if the government is not yet a mature one.  hmm.gif
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in other words QE3 would be bad for ppb hmm.gif
jy1905
post Sep 6 2012, 04:52 PM

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QUOTE(cherroy @ Sep 6 2012, 04:46 PM)
QE3 may send another inflation to raw materials price and commodities.
So if the company cannot pass the cost to the consumer, then yes, margin may be squeezed.

I do not know palm oil, sugar is a price controlled item in China?
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if i am not mistaken, wilmar controls 50% of cooking oil market in china
and the price of cooking oil is controlled by gov.. i read an article saying that the china gov issued an official statement to the producers not to increase the price some time ago
and the most recent one the gov only "advise" them not to increase
jy1905
post Sep 11 2012, 12:01 PM

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maih.. finance still among top losers doh.gif
jy1905
post Sep 11 2012, 05:31 PM

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QUOTE(yok70 @ Sep 11 2012, 04:59 PM)
portfolio rebounds 1.5% today.  rclxms.gif
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lucky guy.. mine slid another 1.5% today but still better than midday around 3%
jy1905
post Sep 12 2012, 04:44 PM

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QUOTE(SKY 1809 @ Sep 12 2012, 04:40 PM)
I thought u want to say CI would go beyond 2000plus yawn.gif
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then there would be a panic buying tomorrow rclxms.gif
jy1905
post Sep 12 2012, 09:32 PM

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QUOTE(river.sand @ Sep 12 2012, 09:29 PM)
AA Berhad now owns 47% of Thai AA. This chart is not up-to-date.
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yeah.. maybe.. can't see japan here

now i know the source of the chart.. tongue.gif updated in july 2011.. so japan not in the list yet

http://www.airasia.com/my/en/corporate/iro...lstructure.page

japan is 33% owned and 67% by nippon airways (wikipedia)



This post has been edited by jy1905: Sep 12 2012, 09:40 PM
jy1905
post Sep 13 2012, 09:21 AM

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http://www.theedgemalaysia.com/business-ne...hone-event.html

samsung up after apple released ip5.. this is sweat.gif
jy1905
post Sep 13 2012, 09:46 AM

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QUOTE(avatar123 @ Sep 13 2012, 09:38 AM)
Samsung good in copy-ing. Not innovation tongue.gif
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china is a lower grade copier.. south korea is a higher grade
jy1905
post Sep 13 2012, 11:44 AM

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

another good news for the market
rutte won the election in the netherlands
it's a convincing win against the anti-bailout parties
seems like most of the europeans wants to euro to stay


jy1905
post Sep 13 2012, 06:51 PM

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QUOTE(avatar123 @ Sep 13 2012, 06:35 PM)
Off topic. which subforum in lowyat got lawyer corner? Need to consult something...
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there:s one in the property section.. not sure if it is relevant to you

http://forum.lowyat.net/topic/2138486/+1760


jy1905
post Sep 14 2012, 01:02 AM

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QUOTE(davidcch07 @ Sep 14 2012, 12:43 AM)
is good news?  hmm.gif
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good news for the short term equity market but maybe not for the long term
but who really cares bout long term anyway
most of us here are drug addicts blush.gif

This post has been edited by jy1905: Sep 14 2012, 01:03 AM
jy1905
post Sep 14 2012, 01:05 AM

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QUOTE(yok70 @ Sep 14 2012, 01:03 AM)
I'm not too sure, but I guess since the recent rally already partially priced in the QE, just wondering how much higher it can go. But anyhow, at least market can turn neutral instead of bearish for a while?  laugh.gif
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maybe the market didn't expect it to be unlimited.. brows.gif
but i am more interested to see the tussle between ge effect and ben effect
jy1905
post Sep 14 2012, 01:10 AM

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on the second thought, how can buying bonds improve job employment ? hmm.gif
can't see the relationship between these two.. any sifu can explain? notworthy.gif

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