I guess we would be seeing panic sell soon after previous weeks' panic buy.
balance mah.

sell in june and go away.

SSE down >3%
HK down 1.6%

coastal into rig business soon. recurring income stream.
the power of strong balance sheet: gearing only up until 0.4-0.46x net gearing after purchasing the rig, unlike other o&g companies with 1-2x.





Attached File(s)
 coastal_rhb_240613.pdf ( 159.1k ) Number of downloads: 22

i wan more blood!!
btw, my recent purchased on HK stocks on paper loss of around 10% already.

test water only.
main power still in bursa.

Americana i also bought falling stock, Apple.

right. that's why it's just correction for now, not yet bloodbath.

Exactly the reason why I start buying Apple.
Innovation fear on Apple vs Innovation optimism on Samsung has narrowed now.
Market will start to see it's just smartphone/tablet, and we need one. That's all. No longer so fancy on innovation since S4 proven that there isn't much room for improvement in near term.
Apple users will continue to buy iphones, and Android users continue to buy android phones. No conflicts.
And market is growing bigger and bigger each day.

why so scare of cursing?
i not scare. i share i happy, that's all matters for me.
life is short. no time for scare.

yeah!
so you think it's about time to add some china stocks?
i just wondering will market rebound as they said will “appropriately fine-tune” the liquidity.

wow!
i only used up 30% of the fund I plan to buy HK/US stocks so far.

good plan.

i still don't see where is the fanciness on google glass leh. can sell how many at that "estimated" price tag? if below RM300 can consider lah, as a toy. Who wants to wear a glass that long?

ya, long way. more blood please!

While everyone seems to take the market share so seriously, I don't think that's THAT important.
1. Apple has a much stronger brand name than Samsung in many ways. Samsung needs to innovate a lot to attract buyers, but Apple just need to play catch up to sell products.
2. World middle class is no doubt increasing rapidly in emerging economy. As long as sales are more, market share is not that important since at the end of the day, it's just a phone or tablet to use the internet + apps. Both Apple and Android world got enough capabilities on these 2 areas.
3. Apple's huge cash pile and cash flow cannot be ignore for too long. Its recent share buyback + dividend plans shows.
4. Apple is trading below PE 10x, for a world top brand name + excellent balance sheet + US$388b company.

You may do a research.
Ask those who used to use iphone.
Ask them if Apple comes out a large screen iphone, say a 4.8-5.5 inch such as Samsung, will they switch back to iphone?
Apple users appreciate the simpliticy of iOS, unlike the highly customizable Android. Simply put, they both have their own crowd. And I think the recent Apple presentation on iOS that they said they'll focus on simplicity, which I think is the right way to go. Most businessman doesn't want a "highly cusmotizable" phone, they just want something simple and efficient to use.


This post has been edited by yok70: Jun 24 2013, 01:51 PM

So there are two different saying regarding the interpretation of "fine tuning". Here's the negative side.
http://www.theedgemalaysia.com/business-ne...kong-lower.html

400 pts now...approaching gark's 500 pts?

This post has been edited by yok70: Jun 24 2013, 01:57 PM

so SMARTphone is for BRAINLESS people.

People will still buy new products.
Example, PC.
Did PC has any major innovations since 10 years ago? Or even 15 years ago? I'd say it's minimum. The only thing is, speed.
And we, PC users still continue to upgrade our system. Every 2 years, I upgrade my graphic cards and motherboard, sometimes it's because they rosak. Every 3 years, I upgrade my RAM and intel processor for speed. As for smartphone and tablet, they are similar case as they run applications.
A phone battery will start to die in 2 to 3 years time. Since phone is cheap and battery is expensive, people will as well change phone.
Besides, the look and design needs to be modern enough. Slimmer, lighter etc.

So innovations are still there, but not as desirable anymore. Like what Jobs said before, he'll destroy what he invented before and replaced it with something new. That's the technology cycle. As smartphone/tablets life cycle may be replaced by something very different. Now both google and Apple start talking about wearable gadgets.