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STOCK MARKET DISCUSSION V130, Bull rally after GE
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SKY 1809
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May 2 2013, 11:16 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. EPS is quite tricky and misleading in land based co like UEM due to large land sales ( one off aka lumpy items ) and same results might not be repeating in future. They can offload the lands to a joint venture co and hence profit is recognized instantly , as compared to the slow method if they build their own properties in stages for sales.KInda take 2 to years to recognize the profits , much longer than the one off quick method. Care has to taken to analyse such companies. This post has been edited by SKY 1809: May 2 2013, 11:35 AM
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SKY 1809
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May 2 2013, 11:32 AM
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QUOTE(Pink Spider @ May 2 2013, 11:25 AM) STAR fall until mother also kenot recognise  Fundamentally sound stock but run as more like a BN propaganda tool nowadays supported by attractive divvy yield in excess of 6%, can keep, sifu sifu?  If Malaysiakini gets a licence to print news in Malaysia, probably Star advertising revenue marginalized .
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SKY 1809
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May 2 2013, 11:40 AM
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QUOTE(Pink Spider @ May 2 2013, 11:34 AM) Not buy also buy already lo, now down 6%++ from my entry price. Keep for now lo, what to do. Hope that MCA will not destroy it like what happened to Utusan on which my holding company lost about 90% of its invested capital. MCA also want it to continually pay dividends to sustain party income, right?  Dividends come from future FCF . MCA took a big loan to buy over Star under its direct control, hopefully not ending like ex Multi purpose Holdings .
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SKY 1809
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May 2 2013, 11:47 AM
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QUOTE(Pink Spider @ May 2 2013, 11:42 AM) Itu problem MCA, if they cannot service the loan, spin off STAR  How much u get back if they sell its machinery as scraps. BTW as u say Utusan gives 90% discount. This post has been edited by SKY 1809: May 2 2013, 11:49 AM
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SKY 1809
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May 2 2013, 12:01 PM
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QUOTE(Pink Spider @ May 2 2013, 11:56 AM) Yea, that's the drawback. STAR DY = 6%+ Revenue growth stagnant NESTLE DY = 3%+ Revenue growth steady See how it goes today  EPF is also selling Star
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SKY 1809
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May 2 2013, 12:08 PM
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QUOTE(Pink Spider @ May 2 2013, 12:04 PM) Adverts are placed by "outsiders", technically nothing wrong. But when they reject similar advert placements by Pakatan, that's wrong. That shows clear bias. Politicians come and go, leaving many ikan bilis to ride on to a stock, for good or for bad.
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SKY 1809
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May 2 2013, 01:52 PM
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QUOTE(cadmus @ May 2 2013, 01:45 PM) EPF is like punter. buy low and sell high OR sell until other ppl join to sell and then EPF buy at more lower price. lol. hardly can use them as a gauge who can win or not. that's what i think. Lets wait and see if any change This post has been edited by SKY 1809: May 2 2013, 02:04 PM
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SKY 1809
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May 2 2013, 04:09 PM
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QUOTE(yok70 @ May 2 2013, 04:08 PM) why would people read "fake news" on newspaper while online got free "real news" to read.  Maybe need to boost up some blood pressure
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SKY 1809
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May 2 2013, 04:19 PM
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QUOTE(Icehart @ May 2 2013, 04:15 PM) Some people really believe in what they read on the newspaper. After all it's a newspaper.  I stopped Star hard copy way back in Year 2006 or so, but still wondering why people still want to buy and pay for it Very weird to me.
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SKY 1809
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May 2 2013, 04:24 PM
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QUOTE(Icehart @ May 2 2013, 04:22 PM) Very close hehe, I'm also looking at this stock. Ex-lover.  1M houses coming out ....maybe Huayang back to rm one
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SKY 1809
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May 2 2013, 04:31 PM
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QUOTE(iAlien @ May 2 2013, 04:28 PM) ermerm.. the final decision i make just becuz the CEO, is quite young, got Energy to boots~  Why ? He works in the construction site
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SKY 1809
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May 2 2013, 04:32 PM
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QUOTE(Icehart @ May 2 2013, 04:30 PM) If you like these kind of companies do read up SKY's recommendation often. He's always after these kind of stocks.  5125 Looks cheap but can get cheaper
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SKY 1809
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May 2 2013, 04:41 PM
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QUOTE(iAlien @ May 2 2013, 04:37 PM) how bout JCY? i was looking so long, and keep dropping.... lukily no buy earlier  Goreng stock U get gorenged if u are not familiar with this stock.
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SKY 1809
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May 2 2013, 04:46 PM
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QUOTE(Icehart @ May 2 2013, 04:40 PM) I prefer MBL  MBL is good for Dividends, others may be Growth type. Huayang has both
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SKY 1809
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May 2 2013, 04:56 PM
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QUOTE(iAlien @ May 2 2013, 04:51 PM) no technical based, cuz i only read some forum/check some report/ see some comment, then buy http://www.greenyield.com.my/this might help Actually if not this quarter decrease profit, i already go in.. Most new babies want to start on easy paths, but after paying fees and all that, they opt for " hard" path to learn more. Be it TA or FA path or combined This post has been edited by SKY 1809: May 2 2013, 04:56 PM
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SKY 1809
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May 2 2013, 05:11 PM
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QUOTE(iAlien @ May 2 2013, 05:06 PM) Its very hard for working people that not realy got time..maybe..just maybe..i am depends on luck too  If u have lucks, then better try the ekors Easy money, why all the susah susah way This post has been edited by SKY 1809: May 2 2013, 05:13 PM
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SKY 1809
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May 4 2013, 12:57 PM
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QUOTE(cherroy @ May 4 2013, 12:47 PM) Correct me if I am wrong, New gov only deemed being formed when PM and cabinet member being sworn in. Any new PM sworn in on 6th can make such a decision ..... This post has been edited by SKY 1809: May 4 2013, 01:26 PM
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SKY 1809
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May 4 2013, 01:42 PM
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QUOTE(Icehart @ May 4 2013, 01:34 PM) Based on Anwar's speech, he cannot swear in as PM on the 5th May because the result only known by night / midnight and our Yang di-Pertuan Agong does not handle matters at wee hours. Only by morning he can swear in as PM. Once swear in with cabinet members on 6th, then only petrol price can be reduced and that is on the 7th May. Nice updates, but not easy for those Ministers from East Malaysia on 6th  Not a full cabinet type This post has been edited by SKY 1809: May 4 2013, 01:46 PM
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SKY 1809
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May 4 2013, 02:02 PM
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QUOTE(Icehart @ May 4 2013, 01:57 PM) If results are known on 5th midnight I'm sure PM can arrange transportation to the palace, be it Bn or Pr wins.  This year could be record court cases challenging the out comes for by elections thing
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SKY 1809
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May 5 2013, 02:16 PM
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Oh my God. The " ink " on my finger came out automatically ( 99% ) after I finished my toilet cleaning . EC should inform me earlier ( to avoid toilet cleaning ) This post has been edited by SKY 1809: May 5 2013, 02:19 PM
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