No portfolio yet, i'm new here but there's a watch list I monitor. Here's a few.

JOHOTIN
PANTECH
ALAM
PASUKGB
SALCON
DSCSOL (More of a gamble)

Need opinion from others as well

This post has been edited by Eugene91: Feb 8 2013, 10:18 PM

ohh.. all not in my watchlist lol. I believe Airasia will be a good buy, wait for it to drop maybe 2.5? haha.. My watchlist is all those standard la, maxis, digi, tm, GENP, KLCCP, SPSETIA, AXIATA. All i monitor them for GE.

Hi Ben3003,
My 2013 shopping also. Which one you going to pick & how?

This post has been edited by felixmask: Feb 9 2013, 12:25 PM

After election, should be a good one..

KLSE everything depends on GE timing.. i believe after GE, result out, maybe stocks will be at the rock bottom, time to buy those u think it's fundementally strong. I believe Airasia, maxis, digi all is a good buy. Telco never runs out of business, unless 1 day u don wan to use mobile phone already, which i believe malaysia also collapse liao la haha.. HSI i think now abit too high, tho china banking sector dropping like flies, i bought some ABC shares tho.. just wanted to go for their dividend only. I am more towards dividend based shares for play safe, then put some eggs into those smaller one.

Agree with the Telco never run out of business. Can see those Gen-Y whatapp during family reunion dinner and lunch.
Banking alot Financial Risk, it good to go when it go rock bottom for those are solid one.
thank for your sharing. Happy CNY.

If you had done your research, you'll know that HK-listed China stocks are still very cheap. And sure, China banks' share prices dropped a bit recently but 'dropping like flies'? Hardly

I bought plenty in 2H12...when HK stocks did drop like flies

This post has been edited by Veda: Feb 9 2013, 05:14 PM

ok la i used some extravagant words Yup, China stocks are very cheap, compare banking sector to msia one, like PBE, which is overvalued by 2 times more thanks to ppl goreng. China one maybe 20% overvalue. Plus their market cap is bigger.

So bro, why suddenly those HK listed china company share price dropped recently? becos of CNY ppl need money? lolz..

This post has been edited by ben3003: Feb 9 2013, 06:10 PM

May I know at what PBV now china banks are trading in HK market? Thanks.

Gong Xi Fa Cai. Everybody HUAT ah!

For Maxis, what price are we looking at (expecting) to fall till after GE.

Well said,Chinese Bank probably the cheapest bank but quality not too bad that I can found for blue chips around the world. 80% ++ of my portfolio are there

The reason of dropping,hmm.. I dunno .But from my observation, most foreign investor unwilling to buy those small H-shares, probvably due to poor corporate governance and a lot of scandal accounting. so those share pretty much owned by the chinese instead of of foreigner. so all have almost similar thinking .

U wanna know the volume per trade? I see alot block trades recently for ABC bank.. not much confident i can see but i see an upward crossover in MACD and RSI within the range, so hopefully it is a bullish run when stock market opens.

maybe something below 6? i guess it wont really drop until rock bottom, cos maxis is a strong company.

What i scare is i saw newspaper tis morning say china wan war with japan after cny >< but i believe sometimes chinese newspaper write until very big.. wan goreng ma haha..

I've no idea ... but corrections/dips after a strong run are perfectly normal. I'm fully invested (99% in overseas stocks) and my picks mostly blue chips, all fundamentally strong - so I no longer monitor them every day or week.

I see u are a TA guy. IMHO, ABC is not as fundamentally strong as the other Big 4 banks (higher NPL etc) but offers higher growth due to its exposure to rural areas.

oh i see.. cos other big 4 price is abit higher.. but i think i will diversify abit.. maybe go for other big 4. Btw what other sector should i go into for HK market? I heard they say their property or construction is good.. but dunno which one i should be looking at..

Firstly Gung Hei Fatt Choi

Just wondering, how do we know this stock is government link company or not? Can someone confirm these 4 is GLC or not? PRESBHD, SKPRES, HUAYANG, HSL

You might want to do some research on consumer discretionary stocks and government-linked construction stocks .... then decide on your own whether to buy

okies thanks alot bro gonna look up for those sector

Which 4 fundamentally strong banks you are in?
What do you think of CCBC?

No. I was asking about PBV, price book value ratio.