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

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yhtan
post Feb 6 2013, 07:39 PM

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Check in


yhtan
post Feb 7 2013, 09:44 AM

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from red to green, look like a tussle between institutional fund and foreign fund
yhtan
post Feb 7 2013, 09:54 AM

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QUOTE(StupidGuyPlayComp @ Feb 7 2013, 09:46 AM)
hmm.gif 1600 got support..............
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Support can be gone in a second if foreign fund dump like end of the world tongue.gif

QUOTE(OrangeStreet @ Feb 7 2013, 09:48 AM)
CLSA Fengshui Index 2013 smile.gif
Link
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Thanks notworthy.gif
yhtan
post Feb 7 2013, 10:10 AM

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QUOTE(panasonic88 @ Feb 7 2013, 10:03 AM)
wow the chart shows a super sharp drop from Aug to Oct. Scary  icon_question.gif
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what i can think of, that period could be aftermath of QE hmm.gif
yhtan
post Feb 7 2013, 12:35 PM

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SP Setia suspended hmm.gif
yhtan
post Feb 13 2013, 09:42 AM

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The volume is so thin on the first day on Snake year
yhtan
post Feb 13 2013, 04:16 PM

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SPSetia cheong ahh
yhtan
post Feb 14 2013, 10:47 AM

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QUOTE(rickk @ Feb 13 2013, 05:29 PM)
Hi guys! ! Gong hei fatt choy!!

Im new to here. Yet to start "play" but been monitor the market for few months.

Currently my watchlist:
Csl (for stable dividend)
Compugt
Spsetia
Maxis
Digi
Axiata.

Any advise? Btw im not VERY risk taker.. lol
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CSL = china stationery limited?

My advise is to look at telco stock for prudent investor
yhtan
post Feb 21 2013, 11:07 PM

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Axiata 27 cent dividend thumbup.gif rclxm9.gif

YTL Power is really dissapointing doh.gif doh.gif
yhtan
post Feb 22 2013, 10:00 AM

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QUOTE(staind @ Feb 22 2013, 12:43 AM)
i think that is the biggest divvy they ever give.
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Yes, company business back on track and growing strong.
Was surprise of the special dividend of 12 cent

QUOTE(gark @ Feb 22 2013, 09:43 AM)
YTLC is giving higher dividend than YTLP which gives nothing... looks like they are pressing YTLP price down so they can take over... laugh.gif Yet YTLP free cash flow is still strong at 500 mil...
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No eye see shakehead.gif
This family recent action really piss off a lot of minority shareholder

QUOTE(panasonic88 @ Feb 22 2013, 09:52 AM)
Ah Huat is one of the most expensive instant coffee in the market.

Their radio/tv marketing really kuat.

Tried the "super rich" flavoured, tasted not bad.
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They hire "Ah Niu" for few millions, plus those marketing expenses, all of this will transfer to consumer laugh.gif
yhtan
post Feb 22 2013, 11:40 AM

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QUOTE(foofoosasa @ Feb 22 2013, 11:19 AM)
Labour intensive business should be pretty bad impacted.

if you're boss, you raise some of the worker to RM800, some other more skilled employee, you force to add more wages to them to to make them "comfortable".

But many business owner start to raise price, inflation sky rocket again. cry.gif

End up ikan bilis like me pay the bill  mad.gif
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Most of the SMEs going to suffer, staff cost increase by 20-30% AFAIK. Most of the wages impact is because the overtime claim, since minimum wages per hour increase, Overtime claim increase too.

And you are right, this minimum wages going to create another inflation wave sweat.gif
Btw government should have study carefully before rolling out this minimum wages act

This post has been edited by yhtan: Feb 22 2013, 11:40 AM
yhtan
post Feb 22 2013, 04:01 PM

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QUOTE(cherroy @ Feb 22 2013, 02:38 PM)
We may have extra billions of RM outflow due to min wages.

The one most beneficier is foreign worker, getting payrise of Rm100-200 at least.
We have estimated 3 million foreign worker.
So with min wages extra Rm600 million need to be paid to foreign worker.
Most foreign workers will send back their wages to their homeland one, which the money may not be consumed locally at all, no benefit to the overall local economy.

End result of poor implementation,
general public face inflation wave, while foreign workers happily sending more money home,
while some SME that labour cost consist large part of operation cost one may need to close down.
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True, our country scenario is total opposite of China. AFAIK China implemented minimum wages (For most district) and this move will benefit their own country worker
yhtan
post Feb 25 2013, 10:04 AM

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QUOTE(yok70 @ Feb 24 2013, 04:59 PM)
I only at 28% cash right now (up from 10% last December). Hard to sell since stock price too depressing, so cheap sales then later when up that time (ie. construction/GLC stock) one day can up 20% then I may miss the chance and hit my head on wall.  laugh.gif
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Look like most forumer here sitting at higher percentage of cash level.

Sold off my Amedia and after announcement of rights issue smile.gif
yhtan
post Feb 25 2013, 10:59 AM

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QUOTE(StupidGuyPlayComp @ Feb 25 2013, 10:13 AM)
smile.gif Amedia, dun want wait for next goreng?
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Don't want, better to reserve some cash
I've no balls to touch any Ass stock laugh.gif
yhtan
post Feb 26 2013, 03:43 PM

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Those manifesto sound too good to be true, but PR do draft out their proposal of minister
yhtan
post Feb 26 2013, 03:56 PM

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QUOTE(davinz18 @ Feb 26 2013, 03:46 PM)
So upcoming malakoff IPO will be affected if Pakatan forms the federal Gov  hmm.gif
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don't think so, application should be open to public prior GE
yhtan
post Feb 26 2013, 04:32 PM

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QUOTE(Icehart @ Feb 26 2013, 04:26 PM)
But Japan manufactures car.
If we change, then our money all goes to foreign companies who will bring back the profit to their home country.  hmm.gif
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we lost the opportunity to become SEA car manufacturer hub to Thailand, car manufacturing will bring a lot of job and business opportunity.

Average job creation is no.1 for car manufacturing among all other industry if i'm not mistaken
yhtan
post Feb 26 2013, 04:37 PM

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QUOTE(Bonescythe @ Feb 26 2013, 04:34 PM)
If only they can cut down corruption and put up a better proton to rebrand the whole car industry in Malaysia... If only..
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QUOTE(Bonescythe @ Feb 26 2013, 04:35 PM)
And you won't mind buying a Proton Preve that is of similar quality with Toyota for around RM 40k right?
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Proton issue will never be solve as long BN in power, this issue everybody should know.
Even our car is much more expensive than Singapore, if take out the price of COE doh.gif
yhtan
post Feb 26 2013, 04:41 PM

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QUOTE(Icehart @ Feb 26 2013, 04:35 PM)
Yes I agree with you.
With cheaper cars, people will not choose Proton and Perodua anymore and thus our local car manufacturers may actually suffers.
Unless foreign companies suddenly decided to set up a manufacturing hub in Malaysia, which I doubt since Indonesia provide much better offer.
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Toyota, Honda and Ford already spent billions setting up factory in Thailand, doubt they will change their mind. Left Volkswagen group who haven't set in strong footage in SEA
yhtan
post Feb 26 2013, 05:24 PM

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QUOTE(Myoswee @ Feb 26 2013, 05:03 PM)
If you guys know the car price structure, you will damn pissed off buying a car in malaysia

Just got a VW toureg 3.6 recently paying around RM 428k.

Saw the custom form i pengsan

VW Malaysia import from Germany paying RM 96k

Import duty 30% , Excise Duty 105% and Sales tax 10%  doh.gif

The rest VW Malaysia profit margin
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RM139k sales tax and duty??
Volkswagen Malaysia enjoy 45% profit margin? shocking.gif

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