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

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yhtan
post Mar 20 2013, 11:35 AM

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QUOTE(Boon3 @ Mar 20 2013, 11:26 AM)
So what else in your freezer?  brows.gif

Today? Continued to take profit... tongue.gif
*
Try to korek my things in freezer ah bruce.gif

Pm sent

yhtan
post Mar 20 2013, 12:11 PM

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QUOTE(Boon3 @ Mar 20 2013, 11:55 AM)
Ah Tan,

Looking at other Johor property stocks now, ie those not so climb ...  sweat.gif

1. Crescendo
2. Daiman
3. Plentitude
4. Dijaya
5. E&O
6. Mulpa
7. Mah Sing
8. SP Setia
9. Glomac

1-9 ....  sweat.gif
which one to hantam ah?
*
1.Crescendo - Parents own some since IPO i guess, not sure about their landbank
2.Daiman - Parents own some too, really undervalue.
3.Pentitude - Read their annual report, i'll skip since their management is way too conservative (Run by accountants doh.gif )
4.Dijaya - No research in this counter
5.E&O - No research in this counter
6.Mulpha - No research in this counter
7.Mah Sing - No research in this counter
8.SP Setia - U know this is my favorite, they keep setting benchmark in property industry, too bad not much of landbank in Johor
9.Glomac - No research in this counter

Must analyze which land they owned, u can do homework for us ah? tongue.gif

Keck Seng? I remember Sky taigor recommend UEMLand, their landbank in JB is the largest among all

This post has been edited by yhtan: Mar 20 2013, 12:13 PM
yhtan
post Mar 20 2013, 12:19 PM

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QUOTE(Boon3 @ Mar 20 2013, 12:17 PM)
doh.gif I make list cos I am lazy to research.

I left out Kseng cos Kseng too leng chai recently already. Car moved jor.
Same reason why I don't want to say UEM Land, KSL and Tebrau.  tongue.gif

Wah! Your parents owns a lot of shares hor ...  biggrin.gif
thumbup.gif
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where got free lunch in this world one doh.gif sweat.gif
yhtan
post Mar 20 2013, 04:36 PM

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QUOTE(Boon3 @ Mar 20 2013, 03:50 PM)
Wah... no one here?  rolleyes.gif
» Click to show Spoiler - click again to hide... «

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Tebrau land reflect in book at RM13-14 per sq ft, market rate at RM60 per sq ft

So i left the calculation part to u laugh.gif
yhtan
post Mar 20 2013, 04:53 PM

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QUOTE(Boon3 @ Mar 20 2013, 04:44 PM)
Ah Tan: Before you scold devil me, lol, I did click here and there. tongue.gif

http://daiman.com.my/

'strategically set in the center of iskandar malaysia' .... how? can?
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Majority of their land located along the road Kota Tinggi to JB, that area is not under Iskandar area if i'm not mistaken

From their latest annual report, they do have 30 acre and 70 acre land in Iskandar area
yhtan
post Mar 20 2013, 05:02 PM

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QUOTE(Boon3 @ Mar 20 2013, 04:55 PM)
icon_rolleyes.gif

» Click to show Spoiler - click again to hide... «

*
I went to Kota Tinggi before, if no jam can reach JB within 30min, not sure about peak period, but that place is a bit further up
» Click to show Spoiler - click again to hide... «


yhtan
post Mar 21 2013, 10:23 AM

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Ah Boon!!!

Rumor rumor your Ah Lam got project from Petronas? hmm.gif
yhtan
post Mar 21 2013, 10:27 AM

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QUOTE(gark @ Mar 21 2013, 10:21 AM)
Anyone thinking of buying lynas? If BN  win, the very next day buy at ASX, now at 5 year low...  laugh.gif
*
I rather invest in AAPL rather than this tongue.gif

QUOTE(Boon3 @ Mar 21 2013, 10:25 AM)
Aiseh!

Now Ah Lam is not my Ah Lam already.....  sad.gif
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Your Tebrau looking good brows.gif

Snake year must be "Ong" u laugh.gif
yhtan
post Mar 21 2013, 10:34 AM

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QUOTE(Boon3 @ Mar 21 2013, 10:28 AM)
laugh.gif  laugh.gif  laugh.gif

7 early 8 early again let you hold!

Looks like Tuesday was a bad selling day for me.  doh.gif
*
I told my manager to hold his horse, should be able to reach 1.50 biggrin.gif

QUOTE(river.sand @ Mar 21 2013, 10:30 AM)
Anwar has changed his position on Lynas. He now says that if Lynas is 'proven to be safe' - read, only PR can be the judge - then it will be allowed to operate.
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Do u know how much government need to compensate Lynas for the closure?
Promise is plan A, implementation change to plan B. Politician is well known for twisting here and there, snake year mah laugh.gif
yhtan
post Mar 21 2013, 10:41 AM

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QUOTE(gark @ Mar 21 2013, 10:39 AM)
Not if they can proof that Lynas does not meet the environmental laws. The government can shut down a factory if is proven to violate pollution laws with zero compensation and further more can sue for damageswink.gif

If cannot prove another story lah... wink.gif
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This is a easy method to kick them out, so do u dare to invest in Lynas? laugh.gif
yhtan
post Mar 21 2013, 02:57 PM

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QUOTE(Boon3 @ Mar 21 2013, 02:44 PM)
notworthy.gif

You have your own manager ...  notworthy.gif  notworthy.gif  notworthy.gif

Any tips?

laugh.gif
*
My boss aka superior aka manager laugh.gif

Everytime he provide cun kangtao, but this time i didn't follow doh.gif
Last year was JCY, follow until i almost jizz on my pants, trading not suitable for weak heart like me laugh.gif
yhtan
post Mar 21 2013, 03:12 PM

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QUOTE(Boon3 @ Mar 21 2013, 03:04 PM)
Haizzzzz!!!!

You should told me mah...
Else I pegang kuat-kuat.
See I made mistake.
I made that trade based on how I thought the stock would react and I kiasi sikit about the E... wink.gif
Bad mistake.
I should have traded based on what the stock is telling me. wink.gif

Haizzzz....

Now the door ... swing one way only. laugh.gif
*
Profit is still profit mah
Maybe fate (Big money) is not at your side laugh.gif

This post has been edited by yhtan: Mar 21 2013, 03:12 PM
yhtan
post Mar 21 2013, 03:25 PM

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QUOTE(Boon3 @ Mar 21 2013, 03:17 PM)
tongue.gif

» Click to show Spoiler - click again to hide... «

*
Why not Dijaya? hmm.gif
heard they own a big parcel of land there too
yhtan
post Mar 22 2013, 11:59 AM

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QUOTE(StupidGuyPlayComp @ Mar 22 2013, 11:45 AM)
hmm.gif thats troublesome for me...............my boss wanna transfer some share to me soon, but now the CDS number change doh.gif
*
i heard "transfer" brows.gif

ESOS?
yhtan
post Mar 22 2013, 05:09 PM

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Is the market trying to signal Parliament dissolve by Friday or Monday?
yhtan
post Mar 23 2013, 02:24 PM

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QUOTE(gark @ Mar 23 2013, 12:46 PM)
When I see the word Tambun.. I always think of this.. you guys makes me hungry only... drool.gif

[attachmentid=3360703]

Penang people will know where is this place... brows.gif
*
OT : Tried it before, this restaurant crab is delicious thumbup.gif
yhtan
post Mar 25 2013, 03:18 PM

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QUOTE(wenqing @ Mar 25 2013, 12:55 PM)
Received my deleum dividend.First time get 4 digits dividend in 1 time. biggrin.gif  biggrin.gif
Old sifu pls don laugh me
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Congrats rclxms.gif
How much is the dividend yield?
yhtan
post Mar 27 2013, 12:05 PM

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QUOTE(GregPG01 @ Mar 27 2013, 11:54 AM)
another good read here ->

1MDB: Giant ponzi scheme or strategic investment fund?

http://www.kinibiz.com/story/issues/11166/...tment-fund.html
*
More like a fund to bailout those cronies whistling.gif
yhtan
post Mar 27 2013, 01:43 PM

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QUOTE(Boon3 @ Mar 27 2013, 12:13 PM)
Ah Tan!

» Click to show Spoiler - click again to hide... «

*
Ah Boon
» Click to show Spoiler - click again to hide... «

yhtan
post Mar 27 2013, 01:55 PM

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QUOTE(Boon3 @ Mar 27 2013, 01:46 PM)
Ah Tan,

I dunno leh.
Maybe that's a possibility.

I used to have a position in AhPek Healthcare.
Today I look back, I am not too pleased with myself and how I played the stock.  wink.gif
*
In the end, i still don't like its business nature (For medicine manufacturer)

But i still prefer those in medical service industry, Eg.KPJ, IHH etc. Mainly because these company enjoy higher profit margin.
Manufacturer need to dump in a lot of money in R&D and the result is still in a huge uncertainty. As for Pharma, their main customer is Government, so u should know what's the major risk brows.gif



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