STOCK MARKET DISCUSSION V130, Bull rally after GE
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 May 16 2013, 09:42 AM
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#41
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37,028 posts Joined: Jan 2003 From: Petaling Jaya 
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QUOTE(SKY 1809 @ May 16 2013, 09:26 AM) Well, for Tambun I sold half and keeping half. Indeed a good plan.The balance , half is considered zero cost and is for collecting Dividends. Not following any international accounting , just my own plan. 进可守，退可攻。 |
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May 16 2013, 03:55 PM
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#42
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(yok70 @ May 16 2013, 03:53 PM) day 1? Tomolo back to party again   |
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May 17 2013, 01:27 PM
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#43
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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@bursalchemy
Waw. Impressive. I can never do that kind balance sheet coz I hate Accounts  I assume all the numerics tend to be different every month. Why not do it on a spreadsheet? Save you tons of time. By the way, (maybe I shall call you Mr Chong YT) Do not simply reveal sensitive information as you are exposing yourself to unknown danger. You wouldn't know you might become a target. Invest smart & stay alert.  Oh ya, keep it up. |
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May 17 2013, 01:56 PM
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#44
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(SKY 1809 @ May 17 2013, 01:38 PM) Good meh I was impressed by the way Chong did the balance sheet, handwrittenly, only. If one takes loan to invest, then one needs to lower the loan outstanding over time, than to allow it to be stagnant. If one continues to use high leverages throughout over a long period ( thinking of easy money ) , then hopefully markets are kind enough to him. |
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May 17 2013, 01:58 PM
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#45
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(bursalchemy @ May 17 2013, 01:55 PM) I consistently do it for 3 yrs ady. I dont know hw to do it on spreadsheet. Previously i tried to use my iphone apps to monitor my income n expenses. But i dont like it at last. I still prefer do it manually. With some formulaes inserted, I am sure it can be done.Let say i do it on spreadsheet, is there a way the excel will consol all my assets n liabilities on a balance sheet? So tht i could have clearer picture of my current finl position. |
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May 17 2013, 02:15 PM
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#46
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(Pink Spider @ May 17 2013, 02:10 PM) I only use to track my IRR and Profit/Loss. Analyse...I'm not that anal 6432 homework sudah buat? I just do very basic analysis, analyse 5 year revenue growth, profit growth, profit margins, dividend payout ratio, dividend yield etc. Simple stuff only. Your plate of waffle or not?  |
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May 17 2013, 02:32 PM
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#47
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(Pink Spider @ May 17 2013, 02:18 PM) Cash flow, I just glance thru its Cash Flow Statements and cash position in the balance sheet, no thorough analysis on that. Honestly I am not a baked cake fans either.Sifu Warren Buffett say invest in things u understand. I see supermarkets and kedai runcit, bukannya banyak orang beli Ah-Paul-Lo products...so profitable meh? The waffle cake targets children market. School canteens are the places you'll find'em. In fact their export market are doing better than local market. Revenue, gross profit & gross profit margin are growing. Healthy cash flow, good dividends are the reason I buy it. Cheaper than competitor Hupseng in terms of PE. |
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May 20 2013, 11:32 AM
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#48
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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Aww Best month ever.
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May 20 2013, 11:40 AM
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#49
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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If FS chart is true, we may have something happen after July.
/ciao before I aint Joey Yap nor LLToo Attached thumbnail(s) 
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May 20 2013, 02:48 PM
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#50
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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Properties counters surging up non stop for days. Scarieeee.
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May 20 2013, 04:04 PM
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#51
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(mopster @ May 20 2013, 03:28 PM) this is MADNESS... Attaching a telcommunication research paper written before GE13.strongest bull i've seen in my entire 4years in the mkt.. LOL -- btw.. dear LYNers.... do we have a thread to discuss about possible impact of GST on companies ??? would like to learn a bit from the sifus out there... i have a feeling GST will come real soon...   Also some impact of GST on telco if it is being implemented. QUOTE Once the 13GE is done and dusted with, we believe the 6% service tax will most likely be passed on to prepaid subscribers, provided BN secures a convincing win. This will lead to an increase in revenue for mobile operators. DiGi will benefit the most given its higher revenue base from prepaid subscribers, while Axiata will benefit the least. If GST is being implemented, this would means that the current 6% service tax will be abolished. Hence, mobile operators are more likely to take this opportunity to adjust their pricing structure by levying the GST to prepaid subscribers, rather than absorbing the tax. So, can buy DG now?  Attached File(s) 
researchview_telco_april2013.pdf ( 266.51k )
Number of downloads: 19 |
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May 20 2013, 05:20 PM
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#52
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(SKY 1809 @ May 20 2013, 05:18 PM) I am getting Kiasi liao after reading many bad political news. It is not easy to gain 100% Hence, I would sell 50% , if any stock hits 100% gain mark. Just my way, not asking others to follow.  |
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May 20 2013, 05:23 PM
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#53
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(cherroy @ May 20 2013, 05:21 PM) Now market like cincai buy also can profit one... I iz sked. Sign of bull, or mad bull or near peak? Defy the economy indicators that showing slowing down? Your neighbour aunty uncle got start to discuss what stock to buy liao boi? |
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May 20 2013, 05:30 PM
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#54
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(SKY 1809 @ May 20 2013, 05:26 PM) Somehow big fund managers have better chances to exit when volumes hit super high. That sounds like a plan!When market is full of ikan bilis, later many become ikan bakar. Then GST and what not to take down the markets....... No wonder funds keep buying before GE.  |
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May 20 2013, 05:31 PM
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#55
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QUOTE(Top Gun @ May 20 2013, 05:29 PM) Sure boh? Luster just kena UMA leh.... boh kia ah? UMA is like vegetable. Party like usual after out from UMA. |
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May 21 2013, 09:27 AM
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#56
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(David_Brent @ May 21 2013, 03:24 AM) Erm...Excuse me for interrupting for a moment - but it is not as bullish as it seems to all you guys.... Hey man, long time no see, miss yew December 31st 2012 the KLSE Index closed at 1688.95. May 20th (yesterday) it closed at 1777.15. Anyone good at percentages?? According to my Abacus that is only a 5.22% increase in about six months. Underperforming - that's what it is.... Where got bullish when you look at Dog Jones or FTSE over the same period?   Wow do you mean we still have more to surge? I am kinda numb liao looking at the portfolio keep on rising. Read an article yesterday, during the bull run, do not be afraid to win. (不怕赢的胆量) 股票市场是不怕你的身家厚的。它不怕你钱多，只怕你不买！ |
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May 21 2013, 09:41 AM
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#57
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QUOTE(Maximus1234 @ May 21 2013, 08:45 AM) Hahahha. Thats what drc told me la.. DRC is your neighbour? |
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May 21 2013, 10:00 AM
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#58
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37,028 posts Joined: Jan 2003 From: Petaling Jaya
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2013 is Property stock year.
Penang, Klang Valley, Iskandar all are hot area. Bakc in 2012 property stock very quiet... Attached thumbnail(s) 
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May 21 2013, 10:13 AM
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#59
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True, I know your buy call on them last year, you definitely have the far-sighted. But that time no "东风" yet.
Again, back to holding power (one would buy & hold) & confidence on the company (you know it will come, one day) one has chosen. Just like now, Plantation has been sideline for quite sometime. If one is confidence it will be coming back, maybe we'll have Plantation cycle back in 2014? This post has been edited by panasonic88: May 21 2013, 10:14 AM |
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May 21 2013, 10:16 AM
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#60
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Panamy touches RM25.00 before the release of qtr report. Aww so touchy.
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