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 STOCK MARKET DISCUSSION V133, Bear coming?

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yok70
post Jul 16 2013, 07:14 PM

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QUOTE(plumberly @ Jul 16 2013, 06:18 PM)
Sorry for asking this here. I tried googled it and it does not give me the answer I am looking for.

What is meant by "go to Holland" in this forum? Lost all the share investments?

Thanks.
*
this is Chinese.
it means "holly shit!". tongue.gif
yok70
post Jul 17 2013, 11:27 AM

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QUOTE(gark @ Jul 17 2013, 10:38 AM)
Aiyo.. saipark goes crazy again today.  tongue.gif
*
double sai up. sai park and beri sai. thumbup.gif
yok70
post Jul 17 2013, 01:55 PM

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eastland surrenders all gains many hurt
http://www.theedgemalaysia.com/business-ne...-many-hurt.html

cool2.gif

yok70
post Jul 17 2013, 02:09 PM

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Gab, I am interested but I'll wait. It's still not cheap and with tax hike risk. hmm.gif
yok70
post Jul 17 2013, 02:23 PM

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QUOTE(NewB-MX @ Jul 17 2013, 02:18 PM)
May I know what is 'cheap' in your view?

Final divvy announcement next month. That may push it up for some buffer against tax hike?
*
Depends on how much the tax hike. So better put a 20% discount to the valuation in our mind, with a yield of > 5.5%. Forecast DPU by various IBs ranged at 71-78 sen, so take average of 74.5 sen, yield is only 4.2% before 25% tax. Forecast net profit CAGR for next few years is just at 5% growth, not exciting but steady business.
Things will be clear after Najib announcing the budget plan. nod.gif

This post has been edited by yok70: Jul 17 2013, 02:29 PM
yok70
post Jul 17 2013, 02:40 PM

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QUOTE(Madbull @ Jul 17 2013, 02:35 PM)
If no hike then will fly?
*
sure fly back fast to the top. biggrin.gif
yok70
post Jul 17 2013, 08:19 PM

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QUOTE(StupidGuyPlayComp @ Jul 17 2013, 08:13 PM)
tongue.gif mitra, a divvy generous counter

But for property sector........i will give a sell call
*
why? notworthy.gif
yok70
post Jul 17 2013, 08:47 PM

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QUOTE(FirezZ @ Jul 17 2013, 08:43 PM)
sifuu... just asking, if a share has yearly dividen... how long should we purchased / get hold on the shares to eligible for such dividen ?
thanks
*
Just hold the share until Ex-Date.

yok70
post Jul 17 2013, 08:59 PM

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Surprise.
The legendary Huayang posted 25% drop in net profit and 18% drop in revenue.
BI once again, 1:3. cool2.gif

http://www.theedgemalaysia.com/business-ne...nus-shares.html
yok70
post Jul 17 2013, 09:01 PM

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QUOTE(Darkmage12 @ Jul 17 2013, 08:51 PM)
They launch a project every once a blue blue blue moon smile.gif
*
He was talking about sell on properties sector. laugh.gif
yok70
post Jul 17 2013, 09:20 PM

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QUOTE(StupidGuyPlayComp @ Jul 17 2013, 09:01 PM)
Budget coming soon, government may announce something to limit the property sector like prohibited the DIBS, increase of RPGT, even possible of interest increase later
*
the 30% tax if sell below 5 years could be quite scary for mid to high-end.
DIBS quite minimum effect I guess.
ya, cautious on short term volatility. hmm.gif
yok70
post Jul 17 2013, 09:31 PM

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QUOTE(StupidGuyPlayComp @ Jul 17 2013, 09:21 PM)
biggrin.gif Housing MInister already propose to increase the RPGT from 15% to 30%...........once it approve, property counter habis

laugh.gif still wanna bet luck?
*
only like this can get cheap stock. opportunities usually comes from the dark side. brows.gif
choose your own FV, then hantam! biggrin.gif
i started hantam reits lately. catching falling knifes again. sweat.gif

This post has been edited by yok70: Jul 17 2013, 09:32 PM
yok70
post Jul 17 2013, 10:48 PM

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QUOTE(cherroy @ Jul 17 2013, 10:33 PM)
Interest rate is controlled by BNM, not gov.

And at current situation, (has posted many time), it is very unlikely local interest rate being hiked by gov.

Stricter loan requirement, and measures to reduce the pace of household loan may be, but not interest rate hike.

Economy pace is already slow down, export slow down (in fact register negative figure recently), a hike of interest rate is the least likelyhood measure will be taken by BNM.
Most central banks are pro-growth nowadays.
*
I got a question. If inflation up (probably caused by reduce subsidiary on various items, as well as electricity price hike etc), will BNM raise interest? notworthy.gif
yok70
post Jul 18 2013, 12:03 AM

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QUOTE(cherroy @ Jul 17 2013, 10:53 PM)
They should, but doesn't mean they will or must.

But it all depended on central banks wish or pro which side.

Pro-grow or hawkish.

Nowadays, central banks (pro-grow) can opt for real negative interest rate environment, which previously (or conservative taught one) a big no no for monetory policy, which is detrimental for savers.
*
thanks! biggrin.gif
yok70
post Jul 18 2013, 12:13 AM

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QUOTE(CP88 @ Jul 17 2013, 10:50 PM)
Which rabbit hit the pole?  tongue.gif
*
adding positions on quite some stocks recently. my cash position has reduced to around 30% from pre-GE 50%. sweat.gif
however, do plan to take some profit if market breakout 1800 though. brows.gif
just realize my foreign stock holding (HK and US) has reached 7.3% of total portfolio today. And it shall continue to increase in coming months until 10% i guess. tongue.gif

This post has been edited by yok70: Jul 18 2013, 12:15 AM
yok70
post Jul 18 2013, 05:23 PM

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i feel bullish mood here. biggrin.gif
yok70
post Jul 18 2013, 05:55 PM

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QUOTE(StupidGuyPlayComp @ Jul 18 2013, 05:42 PM)
tongue.gif I left none fundamental counters.............

play speculate, this one bullish
*
speculate the fundamental counters loh. tongue.gif
yok70
post Jul 18 2013, 08:01 PM

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QUOTE(StupidGuyPlayComp @ Jul 18 2013, 06:48 PM)
hmm.gif fundamental counters in my watchlist like GAB, Carlsberg, Panamy, Kfima etc............all in dead fish stage
*
newcomers fundamental stocks seems ok....perisai, cypark, malton, catcha, presbhd.... thumbup.gif
yok70
post Jul 19 2013, 09:28 AM

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malton just broken resistance.
lets see can sustain or not... cool2.gif
yok70
post Jul 19 2013, 11:09 AM

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US market all time high yesterday. This year could be a strange year for world market that entire year is bullish without major correction... hmm.gif
to be even more miracle, maybe super bull will continue for another few years....maybe until 2015? cool2.gif

This post has been edited by yok70: Jul 19 2013, 11:10 AM

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