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 STOCK MARKET DISCUSSION V130, Bull rally after GE

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Boon3
post Apr 25 2013, 12:47 PM

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QUOTE(Icehart @ Apr 25 2013, 12:29 PM)
Morning all biggrin.gif
Got what tips today?
Harlooow!

Me the one that asks for tips hor. tongue.gif

Glove stocks got look see look see mah?
Boon3
post Apr 25 2013, 12:58 PM

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QUOTE(Icehart @ Apr 25 2013, 12:53 PM)
Looking at Ruberex. What glove stock you looking at?  blush.gif
I looked at the top one. tongue.gif



Boon3
post Apr 30 2013, 02:26 PM

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QUOTE(yhtan @ Apr 30 2013, 02:09 PM)
All hiding in Bunker laugh.gif
laugh.gif

Hide from what? tongue.gif

Nothing to say, so diam diam main candy crush lor.

Right now, all mindset is fixed. laugh.gif
No point talking more.
Boon3
post May 1 2013, 06:58 PM

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QUOTE(plumberly @ Apr 30 2013, 08:37 PM)
Asking myself, if X & Y are manipulating the KLCI now (say, for GE13), which counters are they jacking up?

Did a rough check below using data on 2-Jan-2013 and 30 Apr 2013 (KLCI = 1673 and 1718 respectively, 27% increase). Sorry, I did not do this for all the 30 companies (having some problems in getting their data).

[attachmentid=3418490]

Top RM increases are:
UMW
Genting
BAT
PPB
Tenaga

Top % increases are:
UMW  20%
UEM   20%

Genting

Tenaga
RHB

Jump in with the ones with the big increases?  rclxub.gif

Or the ones with the big decreases?  rclxm9.gif

May consider the latter, provided their fundamentals are still OK and hope they will recover later. Ha.

Cheerio.
Nice work. smile.gif

However, I think the work could be better.

You started by saying 'manipulation'...
Of course, it's possible but I believe when one chooses to focus on such issue, one perhaps is better NOT playing the market.
Why? Market, as suggested, is manipulated.
How do you win in a manipulated market?

Instead.. IF I am as hardworking (which I am not laugh.gif ) , I would add in a very simplistic EPS columns.
After all, paying attention to EPS is like answering 'the provided their fundamentals are OK' issue.

When you add in the EPS, ask yourself if there is justification to the stellar % increase in stocks like UMW and UEM.

If the EPS does not show a strong growth and top % increase stocks like UMW and UEM are flying, then of course we can say the market is rigged badly.
But is this the case?
How's UMW's current EPS performance?
How much EPS growth did it register?
Dare we say UMW share price increase is NOT justifiable?

UMW earnings taken from website.

Attached Image

Now, since UMW and UEM registered strong earnings growth, what is this saying?
Are you paying attention to earnings fundamentals?

This post has been edited by Boon3: May 1 2013, 07:02 PM
Boon3
post May 2 2013, 09:04 AM

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QUOTE(plumberly @ May 2 2013, 08:30 AM)
Boon3,

Noted and thanks.

Sorry for my rockie's attempt at this analysis.

I thought EPS is only available every 3 months and not like price which is available daily, and thus I did not include it in the comparison (on 2 Jan and 30 Apr).

If I read it correctly, last EPS for UMW is lower than the past 3 EPS. Last EPS was in Feb. Maybe in Mar-Apr, it was doing better and thus the better price. Will know in the next quarterly report.

Yes, some companies have very good price - EPS correlations (e.g. Nestle) while for others (e.g. MAS) the relationship is like brownian movement/3rd law of thermodynamic (i.e., random).

Cheerio.
Yes, UMW last quarter EPS is much lower than the previous 3 quarters but since it's the Q4 earnings, many would just look at the earnings as a whole, ie as per fiscal year, in which the market would then compare fiscal year 3012 EPS vs 2011 EPS.
If you do the extra work, you will see an EPS 81.4 sen vs EPS 41.65 EPS.
The EPS for 2012 had improved by a lot.
When you factor in the talks of the possibility of UMW listing its Oil and Gas unit, UMW became one sexy stock.
Your work showed UMW share price increased by 20%.
I feel this share price increase is justifiable and not rigged.

UEM Land.
Here's a handphone screen shot.

Attached Image

UEM Land EPS growth is also impressive.
EPS last fiscal is 10.36 sen vs 7.24 sen the previous year.

I understand the political link of this company but given such a strong impressive earnings and then you add in the current Iskandar factor, where more money is being pumped in and when you add in UEM Land's land bank in Iskandar, I would say the share price increase in UEM Land is also justifiable.

It's very easy to say this and that is rigged but 'sometimes' there are also fundamental reason why these stocks increased so much.

icon_rolleyes.gif
Boon3
post May 2 2013, 10:25 AM

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QUOTE(Icehart @ May 2 2013, 10:01 AM)
Huayang back to 1.xx  doh.gif
*
If you think is good, then why you don't consider buy more? tongue.gif
Boon3
post May 2 2013, 03:13 PM

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QUOTE(Icehart @ May 2 2013, 11:25 AM)
Got other better plans.  blush.gif
I see. biggrin.gif
Boon3
post May 2 2013, 03:51 PM

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QUOTE(cherroy @ May 2 2013, 03:34 PM)
Prior before internet age, I would agree, but now it is a very competitive business to run.
Physical paper cost may go higher due to wages increment, materials price increment, while paper price has tough time to adjust.
Online version, little people want to pay for it. Only can rely on advert.
Star's online version, is a bundled offer.
The offer is RM260 per year and it also includes the physical paper itself delivered.

I wonder why little people want to pay for this offer. wink.gif
Cheaper is no good? laugh.gif



Boon3
post May 2 2013, 04:01 PM

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QUOTE(Icehart @ May 2 2013, 03:56 PM)
Why would people read physical paper when online version is available?
It's so convenient to read on iPad these days.  laugh.gif
This one cannot explain one! laugh.gif

I have this bundle but I hardly read the online version. tongue.gif
Somehow, holding the paper just feels much nice.

If not for 260, I would not sign for the online copy. smile.gif

And the latest offer comes bundled with FLAVOURS magazine!
I could not believe it because I am a subscriber to FLAVOURS.
With this new offer, I have cancelled my FLAVOURS subscription.

Star loves me too much. wub.gif
Boon3
post May 2 2013, 04:10 PM

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QUOTE(Pink Spider @ May 2 2013, 04:00 PM)
Star Online is free, why pay? unsure.gif
?

Try reading the e-paper on an android/ipad and compare with the online version. http://thestar.com.my/

It's not the same and many times the online site does not publish all the articles.
Boon3
post May 2 2013, 04:11 PM

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QUOTE(Pink Spider @ May 2 2013, 04:01 PM)
And u can use it for wrapping durian seeds, chicken bones, your wife's used stained panties etc

Can u do that with your IPad? laugh.gif
shakehead.gif

Need to talk until panties come out meh?
Boon3
post May 2 2013, 04:16 PM

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QUOTE(Icehart @ May 2 2013, 04:12 PM)
Now I know what you been reading  biggrin.gif
How much was Flavours magazine subscription previously?
*
If not mistaken it was 98.00.

Super deal now.
With this offer I get cheaper newspaper and free online magazine. thumbup.gif
Boon3
post May 2 2013, 04:20 PM

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QUOTE(Icehart @ May 2 2013, 04:18 PM)
I thought the magazine also comes with hard copy  laugh.gif
laugh.gif

How I wish!


Boon3
post May 3 2013, 09:30 AM

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QUOTE(kueyteowlou @ May 2 2013, 07:00 PM)
wa trader spotted !  wub.gif
laugh.gif

Chef you are a fire starter. tongue.gif

Sold yours already?

Wah.. so lucky to get 35 sen.
Boon3
post May 3 2013, 02:39 PM

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QUOTE(kueyteowlou @ May 3 2013, 11:24 AM)
i buy 335 sell 34, buy 345 sell 35, buy 35 sell 355...  laugh.gif  tongue.gif
laugh.gif laugh.gif

So easy to get those prices ah? tongue.gif
Boon3
post May 3 2013, 02:43 PM

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QUOTE(kueyteowlou @ May 3 2013, 12:24 PM)
just now when 27 become seller.. i buy all... sad.gif wish me good luck....  sad.gif  sad.gif  cry.gif
Lousy stock.
Lousy fundamentals.
Lousy chart technicals.

Buy for what? doh.gif
Boon3
post May 3 2013, 02:47 PM

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QUOTE(StupidGuyPlayComp @ May 3 2013, 02:45 PM)
biggrin.gif you said till such, then it may really LOUSY
*
The other week, when CSL 35 sen, already said lousy stock. tongue.gif
Boon3
post May 3 2013, 03:17 PM

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QUOTE(Kazaff @ May 3 2013, 03:12 PM)
y no ball enter ytlp mother share ??any bad news?
i just follow my target to buy....
So KLCI market was at the highs but YTLP was going against the trend.
Ever wonder why?
Boon3
post May 3 2013, 04:10 PM

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QUOTE(Icehart @ May 3 2013, 04:06 PM)
Just stock up some on MBSB @ 2.75 smile.gif
Finally.... some 'aggressive' buying! smile.gif
Boon3
post May 3 2013, 04:12 PM

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QUOTE(Icehart @ May 3 2013, 04:11 PM)
What about you?
Doing my usual look see look see. smile.gif

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