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 STOCK MARKET DISCUSSION V130, Bull rally after GE

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TSyhtan
post Apr 24 2013, 09:15 AM, updated 13y ago

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New thread, new high thumbup.gif

Time for election guys icon_idea.gif

This post has been edited by yhtan: May 15 2013, 06:35 PM
TSyhtan
post Apr 24 2013, 11:28 AM

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QUOTE(Boon3 @ Apr 24 2013, 10:38 AM)
This morning I look see at Keck Seng!  laugh.gif  laugh.gif

Stingy poker!
There goes the speculation for big bumper dividend. LOL!
This morning you got what for me to look see?  tongue.gif
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Told ya, the special dividend never exist in such "kiam siap" Company laugh.gif

Erm, Shipping industry? MISC is a gone case, Maybulk? brows.gif
TSyhtan
post Apr 25 2013, 11:37 AM

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QUOTE(Boon3 @ Apr 25 2013, 11:19 AM)
last month, I read comment on this stock before on a blog.
Currently, it's cash is more than the traded price.  rolleyes.gif
When the cash is more than the traded price, that means the stock is free, yes?
The owners should be aware and they should be the ones sweeping up the shares.
Sapu finish, kasi private.

CSL owners did none of that.
Instead, they were seen selling shares at 0.60!
doh.gif  doh.gif

Their IPO price was 95 sen!
doh.gif  doh.gif
*
The cash on hand can be easily manipulate brows.gif

Similar as the way 1MDB transfer its money to Cayman Island whistling.gif
TSyhtan
post Apr 25 2013, 12:16 PM

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QUOTE(SKY 1809 @ Apr 25 2013, 11:50 AM)
But the co paid about rm 100m income tax, cannot be easily fake  hmm.gif
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In China, the tax system is quite complicated

Beside income tax, there are tax paid to local government as well, so it is possible they lump it all together

Just my two sen icon_rolleyes.gif
TSyhtan
post Apr 25 2013, 12:29 PM

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QUOTE(gark @ Apr 25 2013, 12:22 PM)
In china all accounts can be fabricated, even they don't pay tax, who knows?  rolleyes.gif
*
The last time i visit China, i got a shock that my client pay off its supplier by cash of few hundred thousand sweat.gif

I asked them why didn't use Cheque, he said to evade Government Service Tax/Value Added Tax laugh.gif
Even money remitted to China also kena tax sweat.gif

TSyhtan
post Apr 25 2013, 02:14 PM

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QUOTE(gark @ Apr 25 2013, 12:32 PM)
The only legal 'tax' they pay is with 'Fa piao'. A lot of transactions is done without 'Fa piao' hence escaping tax. Even dining in resto, we have to request 'Fa piao' when we pay otherwise the bill not claimable... sweat.gif . Interestingly the 'Fa piao' is like lottery.. can scratch to reveal prizes one. Maybe that is how the govt encourage people to demand 'Fa piao'.... I once kena 100 RMB.  biggrin.gif

» Click to show Spoiler - click again to hide... «


I have seen supplier pay with whole gunny sack of reminbi... laugh.gif I once have to carry 6 figure USD to pay off supplier as they only wants cash... shakehead.gif
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I have to admit this is a good system to avoid loophole in GST, but i still see a lot of flaw in China tax system laugh.gif

Do take note this cash business does not reflect in the GDP calculation, if i'm not mistaken

U working in China eh brows.gif

TSyhtan
post Apr 25 2013, 02:35 PM

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QUOTE(SKY 1809 @ Apr 25 2013, 02:16 PM)
Kinda Worldwide from China to US, Japan  and back to Indonesia. yawn.gif

International......
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I wish to work in such Company tongue.gif

QUOTE(SKY 1809 @ Apr 25 2013, 02:33 PM)
BTW ot a bit,

any website to check election location, thanks.
*
http://daftarj.spr.gov.my/semakpru13.aspx
TSyhtan
post Apr 27 2013, 01:55 PM

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QUOTE(yok70 @ Apr 26 2013, 06:04 PM)
supermax boss officially said he support PKR.
....err, am i OT? No lah, i am talking about the risk profile of investment on supermax mah!  tongue.gif
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Majority of his revenue source derive from oversea, more than 99% i think, therefore he has "balls" to speak out laugh.gif

The major impact i can think of is the Gas supply and pricing brows.gif
TSyhtan
post Apr 27 2013, 02:51 PM

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QUOTE(jy1905 @ Apr 27 2013, 02:28 PM)
how bout raw material?
they plant their own rubber?
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I doubt the government able to interfere the supply of Latex hmm.gif


TSyhtan
post Apr 29 2013, 08:19 PM

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QUOTE(ham_revilo @ Apr 29 2013, 07:00 PM)
I believe he already take that into consideration, government contract doesn't bring much revenue to the company i suppose
TSyhtan
post Apr 29 2013, 09:32 PM

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QUOTE(felixmask @ Apr 29 2013, 09:13 PM)
Possibility he calculated the risk , if PR win can get more contract. He look the other way.
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PR will not sabotage what the Company currently enjoying, Malaysia still need to rely on Manufacturing sector, most of our money comes from export businesses

Do watch out Oil & Gas and Palm Oil industry, if PR win it, they going to focus on these 2 sectors.
Regarding Palm Oil Industry, they will focus much more on downstream, encourage company to spend more on R&D, enhance yield. From raw material to end product, this will help to push our country's manufacturing sector.

Glove sector, i think if PR come into power, they will try the best to reduce foreign labor, train more local high skill worker, push glove maker to automation. Relying too much on low skill labor doesn't bring much benefit to the nation since we rely so much of foreign worker.
TSyhtan
post Apr 29 2013, 10:12 PM

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QUOTE(felixmask @ Apr 29 2013, 09:45 PM)
All related to Dr M Babe/Cronnies..sure need to cabut especially SapuKecil,
Palm oil dunno how to automation , maybe giving company tax incentive for hire more local ppl.
Possible restrict big company expansion land but more favor to small plantation like Indonesia.
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Palm Oil industry unable to automation, but they will push the Company for R&D, releasing foreign worker permits
Tax incentive wise, i don't think they will give to Upstream, maybe applicable for downstream
TSyhtan
post Apr 30 2013, 02:09 PM

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QUOTE(Icehart @ Apr 30 2013, 11:31 AM)
Wow thread very quiet today
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All hiding in Bunker laugh.gif
TSyhtan
post Apr 30 2013, 02:46 PM

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QUOTE(Boon3 @ Apr 30 2013, 02:26 PM)
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.
*
You mean your vote? or stock market? tongue.gif
TSyhtan
post Apr 30 2013, 03:19 PM

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QUOTE(simplesmile @ Apr 30 2013, 02:45 PM)
Did anybody chance upon the advertisement on TV by MCA. About a man telling a woman that PR will close down Bursa and there will be no more stock market if PR wins the election? What a load of bullshyt. How come MCA can think of such stupid things to scare us?
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Seriously this election they are going to be the doom party in BN, having the same fate as Gerakan.

Look at all sort of campaigning they are doing, throwing money and giving out free thing, and yet the response is just so-so, it show how desperate are they now.
TSyhtan
post May 2 2013, 09:44 AM

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Major fundamental sound stock is in red sea
TSyhtan
post May 2 2013, 09:46 AM

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QUOTE(Veda @ Apr 30 2013, 07:15 PM)
A lady friend of mine bought lots of warrants of political-linked companies using margin in expectation of BN win (did anybody notice women are more likely to be pro-establishment?)

On May 6, she'll either be rich or she'll lose her panties  brows.gif
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She is gambling with her own future, not with her own money sweat.gif
TSyhtan
post 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 doh.gif

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? sad.gif
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I will not touch Star given by the upcoming political environment, the risk is just way too high and political link (MCA)

Why not wait a few days to make your decision? hmm.gif
TSyhtan
post May 2 2013, 11:47 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? icon_question.gif
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Why choose Star while there are over 900 listed company and some with high dividend payout?

Going concern is a major risk for Star for this election, PR will definitely reform the media if they takeover Putrajaya, unless MCA sell off its stake to 3rd party

This post has been edited by yhtan: May 2 2013, 11:49 AM
TSyhtan
post May 2 2013, 11:54 AM

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QUOTE(Pink Spider @ May 2 2013, 11:49 AM)
sweat.gif

Media is a steady business ma...The Star happens to attract the biggest newspaper adex  blush.gif
MCA insolvent =/= STAR insolvent
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But the revenue remain stagnant for the past, isn't it? Even consumer companies like Nestle still enjoying a steady growth for the past


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