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

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ben3003
post Feb 6 2013, 05:52 PM

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may i know CIMB brokerage charge is per transaction? Even for HK market?
ben3003
post Feb 7 2013, 04:43 PM

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tambun also rising liao..
ben3003
post Feb 8 2013, 05:29 PM

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QUOTE(asambuffett @ Feb 8 2013, 05:24 PM)
Bought some tasek . Usually dividend in Febuary

Who knows they will declare total dividend 60c or80c smile.gif
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Company normally give dividend is don care wat time or how long u hold the share, as long as u hold it before they give dividend right?
ben3003
post Feb 8 2013, 05:44 PM

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QUOTE(yok70 @ Feb 8 2013, 05:41 PM)
right. hold 1 minute also can get dividend.  laugh.gif
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oh kk biggrin.gif good good hehe..
ben3003
post Feb 8 2013, 08:02 PM

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QUOTE(Newcastle @ Feb 8 2013, 07:13 PM)
Do you think RSAWIT still good buy?
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yeah i am look at RSAWIT too..
ben3003
post Feb 8 2013, 09:48 PM

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QUOTE(Eugene91 @ Feb 8 2013, 09:00 PM)
Don't I see you in MiriCommunity.net?  sweat.gif
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yeah i am in miricommunity, my fren smile.gif
ben3003
post Feb 8 2013, 09:55 PM

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QUOTE(Eugene91 @ Feb 8 2013, 09:53 PM)
Good to know another local trader biggrin.gif
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thumbup.gif icon_rolleyes.gif

I am currently looking at HK market, China bank dropping like flies, but i think will bounce back.. i am play safe type.. wan earn from dividend and some capital appreciation biggrin.gif too ***** to play things like CAP, but CAP is bouncing back? maybe not bouncing back, stabilized gua.. 1st day kena goreng too much until Bursa ask them to give formal explanation lol..

This post has been edited by ben3003: Feb 8 2013, 09:56 PM
ben3003
post Feb 8 2013, 10:07 PM

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QUOTE(Eugene91 @ Feb 8 2013, 10:01 PM)
I don't have a lot of capital to trade so aiming penny and 'cheap' RM1-RM2 stocks only. BTW, created a thread at MC.net lets see who else is there  hmm.gif
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nice le.. mind to share ur portfolio? i also aim and buy penny and cheap stock only atm..
ben3003
post Feb 8 2013, 10:26 PM

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QUOTE(Eugene91 @ Feb 8 2013, 10:18 PM)
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  sweat.gif
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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.
ben3003
post Feb 9 2013, 01:44 PM

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QUOTE(felixmask @ Feb 9 2013, 12:24 PM)
Hi Ben3003,
My 2013 shopping also. Which one you going to pick & how?
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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.
ben3003
post Feb 9 2013, 05:41 PM

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QUOTE(Veda @ Feb 9 2013, 05:12 PM)
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  hmm.gif

I bought plenty in 2H12...when HK stocks did drop like flies  icon_idea.gif
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ok la i used some extravagant words biggrin.gif 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
ben3003
post Feb 10 2013, 10:42 AM

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QUOTE(yok70 @ Feb 10 2013, 03:51 AM)
May I know at what PBV now china banks are trading in HK market? Thanks.
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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.

QUOTE(TakoC @ Feb 10 2013, 07:12 AM)
For Maxis, what price are we looking at (expecting) to fall till after GE.
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maybe something below 6? i guess it wont really drop until rock bottom, cos maxis is a strong company.

QUOTE(foofoosasa @ Feb 10 2013, 09:10 AM)
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  drool.gif

The reason of dropping,hmm.. I dunno tongue.gif .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 biggrin.gif biggrin.gif.
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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..
ben3003
post Feb 10 2013, 04:00 PM

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QUOTE(Veda @ Feb 10 2013, 03:38 PM)
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.
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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..
ben3003
post Feb 10 2013, 05:43 PM

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QUOTE(Veda @ Feb 10 2013, 05:38 PM)
You might want to do some research on consumer discretionary stocks and government-linked construction stocks .... then decide on your own  whether to buy  wink.gif
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okies thanks alot bro biggrin.gif gonna look up for those sector biggrin.gif
ben3003
post Feb 10 2013, 10:58 PM

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QUOTE(Veda @ Feb 10 2013, 10:13 PM)
I'm not familiar with CCBC ... do u mean CCB? 

For privacy reasons, I don't want to list out the stocks in my portfolio.

But .... ICBC and CCB are both very profitable (ROEs of > 20%),  and they are simply "too important to fail"    tongue.gif

Their current dividend payout ratio is 35% .... market speculation (note: speculation) has it this will increased to 40% and eventually 50% in 2014. I think this is possible  drool.gif
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How do they actually count the ROE? does it include capital gain and also dividend?
ben3003
post Feb 13 2013, 09:23 AM

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so many up today.. may i know where can i obtain the very update chart for bursa? that i can see like today de chart..

This post has been edited by ben3003: Feb 13 2013, 09:23 AM
ben3003
post Feb 13 2013, 09:56 AM

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everyone still busy 拜年 i believe biggrin.gif
ben3003
post Feb 14 2013, 01:29 AM

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QUOTE(simon7788 @ Feb 14 2013, 12:39 AM)
I agreed with have bro ben3003 mentioned. Telco business is much more stable compare to others. My opinion here, try to choose shares which related with politician or government link.

Anyhow i did support and brought AirAsia. Everyone can fly....
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airasia is good, i believe tony fernandez is a very good businessman. see their stock now flying abit.. only if i have enuf capital lol..
ben3003
post Feb 15 2013, 09:51 PM

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QUOTE(Icehart @ Feb 15 2013, 09:48 PM)
If BN wins, whatever rubbish company also can fly  biggrin.gif
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even ppl like us also can fly biggrin.gif
ben3003
post Feb 15 2013, 10:07 PM

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QUOTE(ham_revilo @ Feb 15 2013, 10:01 PM)
i think you can only buy if BN wins. laugh.gif
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i heard BN got backup plan, if BN lose, they will stage a riot, nationwide, then announce martial law, then they take back again.

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