Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
5 Pages  1 2 3 > » Bottom

Outline · [ Standard ] · Linear+

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

views
     
yhtan
post Sep 6 2012, 04:14 PM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


Panamy dividend masuk bank account thumbup.gif

Major correction done by local fun manager? hmm.gif
yhtan
post Sep 6 2012, 04:49 PM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


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?
*
AFAIK, the processed cooking oil is an control item in China, i'm not sure about sugar
yhtan
post Sep 6 2012, 10:30 PM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


Europe start QE, a relief for helicopter ben?
yhtan
post Sep 6 2012, 11:27 PM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(mopster @ Sep 6 2012, 10:36 PM)
According to super mario, the unlimited bond purchase is all sterilized... Meaning there Is no increase in money supply... Wonder if that really means no additional printing...  hmm.gif
*
Do u think Germany would gladly lend more to ECB?
or maybe they are trying to utilize fund available in EFSF hmm.gif

QUOTE(jasontoh @ Sep 6 2012, 10:39 PM)
More like a relief to me. Anyway, earlier I already mention the bull has awaken!!! So it seems that the statement stands biggrin.gif:D
*
the bull might hibernate by early next year if it goes tongue.gif

yhtan
post Sep 7 2012, 10:02 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(SKY 1809 @ Sep 7 2012, 09:59 AM)
Wow , Amedia is going to the moon.

4 to 5X for YHTan liao.
*
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
yhtan
post Sep 7 2012, 10:06 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(Boon3 @ Sep 7 2012, 10:04 AM)
You still hold? Congratulations! biggrin.gif
*
Bought it since last year nod.gif

Their live broadcast should be running by 2H 2012, or maybe end of this year, maybe that is the factor that push the stock price up
yhtan
post Sep 7 2012, 10:09 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(SKY 1809 @ Sep 7 2012, 10:07 AM)
Some kind of injection of Telco 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.
*
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
yhtan
post Sep 7 2012, 10:10 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(nasni @ Sep 7 2012, 10:07 AM)
the 3 telcos  inching up    rclxm9.gif  rclxms.gif
*
Still holding your Axiata? I'm impress with their latest quarter result and of course the latest 8 cent dividend biggrin.gif
yhtan
post Sep 7 2012, 10:46 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


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?
*
Is just the term or name which make everyone confuse

iPad 3 - The New iPad
Later Uncle Ben launch QE3, he will name it "The New QE" laugh.gif

I still wonder, did Merkel agree on purchasing PIIGS bond hmm.gif
yhtan
post Sep 7 2012, 11:19 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(cherroy @ Sep 7 2012, 11:03 AM)
According to media article, I still do not understand sterilised bond buying programme that stated no increase in money supply.
So without printing new money, where ECB get those money to buy?
Bare in mind, we may be talking in ten to hundred billion in figure.

http://www.bloomberg.com/news/2012-09-05/e...ond-buying.html
*
My guess :-

1) They utilize the deposit placed by those Europe Bank
2) They utilize the fund gather from each Europe country, especially in EFSF or ESM (i can't remember which one), leverage 5-10 times to purchase the bond

If they use scenario no.2, then money supply would be increase by leveraging, isn't it hmm.gif
yhtan
post Sep 11 2012, 09:19 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(GloryKnight @ Sep 10 2012, 09:40 PM)
Yes. Reasons simple: Obama heading to elections and to prevent a global recession, QE3 have to be done.

Do they think in the longer future, there will be a financial crisis cause by the printing of money? too much paper bills going around already...lock on profits, then wait for the crumble. Najib - potential announcing in November 11th bah.
*
Uncle Ben is a supporter of GOP, why he would help Obama? laugh.gif

If everybody is prepare for a crash in GE, it won't be so disasterrous as in year 2008, just my opinion wink.gif
yhtan
post Sep 11 2012, 12:00 PM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


Another red hot day, is anybody ready with their elephant gun? tongue.gif
yhtan
post Sep 11 2012, 10:02 PM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QL share price had been stagnant for these few years, highest it went 3.7+ on last year, H5N1 and escalating of corn price drag down all poulty stock.

Amedia trading at PE 13 based on current price, should be fully value hmm.gif

Most of the plantation stock hammered down since CPO price hovering below RM3k sweat.gif

This post has been edited by yhtan: Sep 11 2012, 10:05 PM
yhtan
post Sep 12 2012, 09:15 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(SentulChin @ Sep 11 2012, 11:18 PM)
Hi,so, is it getting on plantation stock or QL is a good idea now?
*
i have no idea tongue.gif
yhtan
post Sep 12 2012, 10:33 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


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...
*
Can they have the same profitablity as AirAsia with the B737, i doubt so laugh.gif
Many want to copy Air Asia model but they failed in their cost control and loading capacity

This post has been edited by yhtan: Sep 12 2012, 10:33 AM
yhtan
post Sep 12 2012, 11:04 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


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.
*
Prior that firefly was a challenger to Air Asia, but still incurring losses. The problem is government is 51% shareholder of the new budget airline, i don't hope for another MAS in making sweat.gif

Helping hands only help on initial stage, the rest is boiled down to management. And i notice Air Asia stands out from other for its marketing strategy.
yhtan
post Sep 12 2012, 11:46 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
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
yhtan
post Sep 13 2012, 09:53 AM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(StupidGuyPlayComp @ Sep 13 2012, 09:30 AM)
sweat.gif my post in other forum, in chinese, lazy translate
我倒觉得apple的创新比之前少很多了, 可能steve jobs不在的关系?

像之前ip3, apple给大家带来了什么是smartphone, 什么是顺畅. 对手nokia望尘莫及 - 也开始了第三方如android的发起概念
ipad1, 它告诉大家了什么是tablet computer, 开创了今日tablet的成功, 不单只是电子书
iph4, 它告诉了大家什么是retina, 外形比ip3有大改变, 大打游戏手机路线 - 它的成功也引发了android阵营的跟随
ipad2, 强大的GPU(双核), 轻薄机身和超长的续航能力, 平易近人的卖价, 几乎垄断了tablet市场
iph4s, 比较没什么创新但还有个siri小卖店.
iph5, ???

老jobs确实是个天才, 他发明了IOS, 告诉大家什么才是"创新", 完美主义的marketing strategy..............

上面这些基础帮助Apple有了一群庞大的粉丝团, 日后的日子就无忧无虑了.

想一下如果iphone5的硬体设备用在android, 卖你2k+, 会有销量吗?
现在的iphone5相信会大卖, 不过靠的都是老jobs之前开创的"基础"
*
I only see "improvement" from iPhone 5, not any feature included doh.gif

Improve battery lifespan
Improve Camera function
Improve iOS
Improve hardware

laugh.gif

No doubt they still dominate tablet market, their smartphone market slowly eroded by Samsung
yhtan
post Sep 13 2012, 01:37 PM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(CP88 @ Sep 13 2012, 01:06 PM)
VW car manyak expensive. Polo cost almost 100k liau.  rclxub.gif
*
You will be amaze by the German car quality, its 1200cc engine can outperform 1600cc Japanese car, handling as well.

I remember my friend told me, once u start driving Merc, Audi, BMW or VW, you will never look back to Japanese car biggrin.gif

Good job to those Glenealy minority shareholder thumbup.gif
yhtan
post Sep 13 2012, 03:06 PM

Look at all my stars!!
*******
Senior Member
8,652 posts

Joined: Sep 2005
From: lolyat


QUOTE(mopster @ Sep 13 2012, 02:58 PM)
errr does anyone know what happened to tradesignum ? is it down or closed for good ? sad.gif
http://www.tradesignum.com/
been trying to access for a few days already sad.gif
*
The chart is still available

Try use this, then key in the company name
http://www.tradesignum.com/chart/jcy

5 Pages  1 2 3 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0362sec    0.68    7 queries    GZIP Disabled
Time is now: 10th December 2025 - 01:42 PM