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 STOCK MARKET DISCUSSION V128, YAT YEE FATT !!!!

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SKY 1809
post Mar 12 2013, 04:39 PM

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QUOTE(Bonescythe @ Mar 12 2013, 04:37 PM)
Wanna try some tech stocks then? Fast up fast down.. Some up until don't know how to come down.. Some down until don't know how to come up
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Tech stocks are like Dinosaurs ........just do not know when they die young or old.....yr luck counts hmm.gif
SKY 1809
post Mar 12 2013, 04:49 PM

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QUOTE(cherroy @ Mar 12 2013, 04:46 PM)
NAV around RM4.6~ 4.7
No debt
Dividend around 10~11 cents.
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I think property stocks in the South can do well cos the invasions of the rich aliens .

Govt needs to provide the environment .


SKY 1809
post Mar 12 2013, 04:53 PM

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QUOTE(Bonescythe @ Mar 12 2013, 04:49 PM)
Hahaha.. Depends what kind of Dinosaur are those.. Some can evolve one.. Lol..

Maybe you can try 0082.. Gives you a 100% return..

Action soon.. And that is the last I know biggrin.gif
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Green packet ....ok listening.........



UEM is still going strong ha icon_rolleyes.gif

This post has been edited by SKY 1809: Mar 12 2013, 04:55 PM
SKY 1809
post Mar 12 2013, 05:02 PM

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QUOTE(cherroy @ Mar 12 2013, 04:44 PM)
Nowdays, people sell mall reit, all rush in.
But Qcap portfolio also has shopping mall, but still trading at net 6.x%, less people rush in. 

I don't know, nowadays, it is like got "wind" one.

Just last week, new shop UniQlo opened at QB mall in Pg,
Want to go into the shop, also need to Q outside first, before can let customer go in.  sweat.gif
When the wind blow A, everyone rush to A.
Just like bubble tea wind last year, so many bubble tea shops mushrooming suddenly.
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One bowl of Mee is costing rm 28 min and many people line up.

That was/is happening in KL ( last week ) nod.gif

This post has been edited by SKY 1809: Mar 12 2013, 05:03 PM
SKY 1809
post Mar 12 2013, 05:12 PM

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QUOTE(yhtan @ Mar 12 2013, 05:09 PM)
Must be Japanese Ramen laugh.gif
Indeed spending habit for middleclass has change a lot
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Why so special..........

NTA is about the same hmm.gif
SKY 1809
post Mar 13 2013, 12:22 PM

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QUOTE(cwhong @ Mar 13 2013, 12:12 PM)
Down there props sell like hotcakes, some locations price same par with klcc area (for condo to condo comparison) really siaw liau .......
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People expecting s$ to go up to rm3 and beyond hmm.gif

But u see even at rm 2.50..........u are paying only 100K S $

Even 200K S$ might buy u a small flat in Singapore, but kinda getting a double decker house in Malaysia.

Remember Bolehland exports lot of labour/talent to Singapore too in exchange for hard currency.......

Heard that many Taiwanese are eyeing on our properties too

This post has been edited by SKY 1809: Mar 13 2013, 12:26 PM
SKY 1809
post Mar 13 2013, 12:23 PM

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QUOTE(yhtan @ Mar 13 2013, 12:15 PM)
I have no comment against those focus on dividends only, different people have different methodology for "investing".
I know they are aiming for passive income, which able to beat inflation, at the same time, use the passive income to re-invest, make the return compounding.

The entry price is really based on how u project the company future, and it require some instinct laugh.gif
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Share more on Ah Tan style , i am listening .....
SKY 1809
post Mar 13 2013, 12:32 PM

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QUOTE(cwhong @ Mar 13 2013, 12:27 PM)
Goes up means their bought props will become cheaper in SG money right, but inflation may bring the props price up too  icon_idea.gif
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Singapore props shoot up to the roof odeli plus MR is sinking to the valley.

Many people do want to arbitrage ....... hmm.gif

Many Malaysians do have large FD parked in Singapore too.

This post has been edited by SKY 1809: Mar 13 2013, 12:34 PM
SKY 1809
post Mar 13 2013, 12:52 PM

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QUOTE(gark @ Mar 13 2013, 12:46 PM)
Singapore government has already mention that their long term strategy is to have gradual exchange rate appreciation based on CPI. So we can assume MAS will control the SGD to be parallel with inflation to keep the buying power of SGD the same.
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Hard to say.

Just like the Yen, what can the Govts do to control the currency rates in long run.

Once u achieve a Safe Haven factor, then chance is there for over valuation /speculation per se.

Once again, it is herd culture .....with many blind followers hmm.gif

This post has been edited by SKY 1809: Mar 13 2013, 12:56 PM
SKY 1809
post Mar 13 2013, 01:06 PM

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QUOTE(yhtan @ Mar 13 2013, 12:57 PM)
My one very plain and simple, only buy the stock u feel comfortable with and able to hold for 3-5 years.

For example i'll to analyze by:
1.Business strategy apply by the management, compare it with the competitors, there must be a strength point for that company to become no.1 in that industry.
2.Management integrity, this one a bit hard for anchovies like us, but u can judge by news and corporate exercise.
3.Then look into financial data, business ratio etc.
4.Entry price, this one is very subjective. I buy in based on my six sense and observant on the graph, and sometimes the overall environment.


Just my own opinion on selection icon_rolleyes.gif
I still think that for a dividend investor, they should look at the yield instead of growth, let say set a benchmark of 6% and select from the list.
» Click to show Spoiler - click again to hide... «

For a non-citizen to buy a property in Singapore, the government will charge 30% stamp duty sweat.gif
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Good points that u have but not easy to achieve ......

Depending whether u want to take the lead or be a faithful follower .....

Give u an example, if u are early birds in investing into REITs, u are right with your points.

But if u just to start looking into REITs with those factors of yours, no meat really left for u. But still can get some little profit as a follower.

Just my thinking only.

This post has been edited by SKY 1809: Mar 13 2013, 01:09 PM
SKY 1809
post Mar 13 2013, 01:26 PM

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QUOTE(gark @ Mar 13 2013, 01:18 PM)
Wah, I say if you get such stock.. so far don't dare to sai lang... sweat.gif
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Sure win one if u can identify such stocks laugh.gif

The word " Constant" has a big price ( premium ) to pay for, need to justify for.

This post has been edited by SKY 1809: Mar 13 2013, 01:27 PM
SKY 1809
post Mar 13 2013, 01:32 PM

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QUOTE(foofoosasa @ Mar 13 2013, 01:26 PM)
I like these method.
Personally I do invest like this in early stage. I always apply simple analysis (before buy), deep analysis after buy to avoid late anticipation.
If I dont like this stock, I will just sell it like usual trade.
Entry price, use simple valuation and sixth sense. Afte buy, try to access its downward risk. If I like the entry price, will buy more. If I realise my sixth sense is over confident or wrong, I keep or sell it.
Personally think way,in my opinion can win more , loss less.
I wish to find something like WB stocks, forever no need to sell.But my condition is more stict, need to be substantive undervalued compared to its share price, but at the same time I expect it will grow for decades for non-stop.

Really fun to discuss with u guys  biggrin.gif
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The world economy should be booming n yr pocket is full.

Many are betting on the constant factor ...........where there is a short supply in the world .

Anyway, thanks for sharing yr thought with us.
SKY 1809
post Mar 13 2013, 01:34 PM

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QUOTE(foofoosasa @ Mar 13 2013, 01:30 PM)
Sai lang I don't think people will dare la.
Put majority of their net worth?  tongue.gif
So far personally never sai lang in certain stock. But keep buying and buying and buying and buying..... laugh.gif
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U sound like Fed Ben, with unlimited money . hmm.gif
SKY 1809
post Mar 13 2013, 01:49 PM

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QUOTE(gark @ Mar 13 2013, 01:46 PM)
Dow Jones is not a constantly growing stocks.. laggard stocks are usually removed and better stocks put into the Dow Jones index. Over the years the Dow Jones index has probably changed more stocks constituents than you change underwear... A lot of the stocks in the creating of the index is no longer then, either bankrupt or merged out.
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Just like our MAS, MISC...........

Non performing ones taken out......

But Dow has only 30 stocks to choose from so many..............


SKY 1809
post Mar 13 2013, 02:18 PM

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QUOTE(gark @ Mar 13 2013, 02:10 PM)
S&P 500 too long list eh.. you go search yourself.  tongue.gif
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By right the Index should factor in Inflation, and over printing of money.

Then pure growth should not that outstanding. hmm.gif
SKY 1809
post Mar 14 2013, 03:50 PM

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Lot of analysts early this year asked people to stay away from UEMland , calling it a GLC linked.

But UEM seems to move up higher and higher, without much concerned from the down grades of the experts.

Well done, UEM.
SKY 1809
post Mar 14 2013, 03:57 PM

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QUOTE(yhtan @ Mar 14 2013, 03:51 PM)
Sorry ah boon taikor, u are right.

My concern is the value trap, no idea when the management will unlock it, similar like KrisAsset case
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Accountants should look for values hidden in the accounts esp in property and plantation stocks.

I believe it is always undervalued than overvalued . hmm.gif

My past analysis of MBF is, it is much undervalued though people called it as a bad stock.

Never mind so long I can make the money, and it is not a " popularity contest" like that in investing...

This post has been edited by SKY 1809: Mar 14 2013, 04:05 PM
SKY 1809
post Mar 14 2013, 04:42 PM

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QUOTE(gark @ Mar 14 2013, 04:38 PM)
Dayang = Princess in bahasa Sulu.. still like or not?
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I think SOP is also linked to this Peh Mo, though not so obvious.

A stake owned by some powerful politicians in EM might ensure smooth running , I believe.

If not, kacau here and there. hmm.gif
SKY 1809
post Mar 14 2013, 04:45 PM

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QUOTE(cherroy @ Mar 14 2013, 04:42 PM)
There may be lot of hidden asset, but if those asset are not realised (due to whatever reason) and finally put in the hand of shareholders, everyday can see, but cannot touch one....  biggrin.gif 

"Touching" is more realistic/practical  laugh.gif
(my view only)

By the same logic, red chip also can be hidden asset, trade way below NAV, PER 2x ~ 5x only.   tongue.gif
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Got one time, reits also deemed by many as untouchable mah hmm.gif

Many Doubts on these " Kongsi " properties .

But now people want to have some pieces of them.

This post has been edited by SKY 1809: Mar 14 2013, 04:47 PM
SKY 1809
post Mar 14 2013, 04:52 PM

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QUOTE(Boon3 @ Mar 14 2013, 04:48 PM)
I understand most of the issue about ownership but do look at what the market is focusing on : Land BANK.

Market is hot over this and I am just looking for more ideas. smile.gif
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Strange thing about LANDS is across a river, border , then valuations changed a lot.

Lands in Singapore / Johor, maybe HK/China.

Arbitrage is possible .......

This post has been edited by SKY 1809: Mar 14 2013, 04:54 PM

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