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 STOCK MARKET DISCUSSION V133, Bear coming?

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SKY 1809
post Jun 26 2013, 10:41 AM

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Cash is KIng
SKY 1809
post Jun 26 2013, 11:43 AM

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QUOTE(Bonescythe @ Jun 26 2013, 11:39 AM)
Yea I saw how they give Lemon Chan those Honda Civics, Accord, some give BMW 320i... Aiks.. I also got donate some angpao also
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Ya kinda agree.

Lemon CHan loyal fanci . hold and ride with him, usually turn out to be Ikan B Bakar.

Sad to say, many still treat him like God type.........

I do not understand why ..
SKY 1809
post Jun 26 2013, 11:46 AM

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QUOTE(yhtan @ Jun 26 2013, 11:43 AM)
A huge lost, those blue chips could worth at least RM700-800k by now sweat.gif
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Even hold Tambun also not that bad hmm.gif
SKY 1809
post Jun 26 2013, 11:49 AM

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QUOTE(vccy118 @ Jun 26 2013, 11:46 AM)
That time only 0.155 I in mah... greedy so top up lol

Now drop lower than my initial entry price... lesson learn
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Lemon Chan odeli offload Luster at 23 to 25 sen .

Now at 15.5, I guess it is expensive for him to buy back.

Unless a major goreng is coming, quite unlikely ...........
SKY 1809
post Jun 26 2013, 11:52 AM

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QUOTE(vccy118 @ Jun 26 2013, 11:50 AM)
Luckily I use extra cash buy... Meaning cash reduced but overall lifestyle not affected

If need to cut a limb... too risky, dun dare
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No point to be a water fish lor
SKY 1809
post Jun 26 2013, 11:57 AM

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QUOTE(vccy118 @ Jun 26 2013, 11:50 AM)
Luckily I use extra cash buy... Meaning cash reduced but overall lifestyle not affected

If need to cut a limb... too risky, dun dare
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If u want to play RC stocks, make sure u know what he intends to do , if not he would play your backside .
SKY 1809
post Jun 26 2013, 12:01 PM

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QUOTE(Bonescythe @ Jun 26 2013, 11:59 AM)
Should follow Cherroy buy reits to learn how to be patient first.
Or buy some good potential counter for some holdings and see it go up slowly one.
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Reits start to give 7% yield too bad, but more to come. laugh.gif
SKY 1809
post Jun 26 2013, 12:09 PM

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QUOTE(Bonescythe @ Jun 26 2013, 12:06 PM)
SCC.

Tax exempted 10 cents dividend.
RM 1.05 now

Return is 9.5%.. Very good buy buy very less traded. Must be kept in fridge for long long time until dividend announced then only got some excitement one
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Thanks for highlighting this .

Want to get some for some passive incomes..

Thanks
SKY 1809
post Jun 26 2013, 12:22 PM

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QUOTE(Bonescythe @ Jun 26 2013, 12:18 PM)
Now ah.. Property stock.. Hmm.
Frankly speaking, I am looking at Gadang Berhad. Last time I missed IBhd.. 80 cents to RM 3.00.

Once Gadang acquire the AP and all done, sign SPA.

Average 500k
assume 340 units for phase 1.

That is going to be 170m sales revenue to be recorded into their accounting papers.

Then looking at their sales in Johor, and hopefully other projects are running good (not in a loss). I think Gadang holds a good position.

Probably RM 1.20 to RM 1.50 should be no problem in 6 months time
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Good to see u recommending some more " fundamental " stocks .

Keep it up thumbup.gif
SKY 1809
post Jun 26 2013, 12:25 PM

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Asia water taps would run dry :-

The biggest risk for beaten-down Asian markets is not China's financial instability, say experts, it's a further spike in U.S. Treasury yields.

"If U.S. [10-year] Treasury yields go up from here to 3 percent - that's going to be a disaster for the asset markets in Asia," Kelvin Tay, regional chief investment officer, southern Asia-Pacific, at UBS told CNBC.

"It's going to shift a lot of capital away and it will basically hasten the liquidity movements out of this region," he added.




SKY 1809
post Jun 26 2013, 02:09 PM

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QUOTE(yok70 @ Jun 26 2013, 01:39 PM)
For me, always look at fundamental and valuation when having doubts and concerns.   icon_rolleyes.gif
Time the market is very very very very difficult. This I listen from many many many many sifus advice.  notworthy.gif
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Ya kinda true also.

But many fundamentalists still able to catch fishes at super low prices...

Perhaps they forget to tell u they do keep lot of cash and waiting for more opportunities.

Their reasons for u not to time the markets ........... hmm.gif

This post has been edited by SKY 1809: Jun 26 2013, 02:10 PM
SKY 1809
post Jun 26 2013, 02:12 PM

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QUOTE(foofoosasa @ Jun 26 2013, 02:09 PM)
good for your dudes , I also top up a lot of my banking stocks  brows.gif
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U buy, never sell hmm.gif

WB style yawn.gif
SKY 1809
post Jun 26 2013, 02:20 PM

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QUOTE(cherroy @ Jun 26 2013, 02:08 PM)
OPR is not going to be raised with current economy condition.

It is suicide for central bank to raise rate at this moment or near term, when equities market is volatile, economy is getting slower and no pressure of inflation, (commodities price soft and gold price plunging).

Having said that, I would agree Reit price should go down a bit more, as at the moment, yield is too low (due to too much cash chasing too little thing).

I do not understand why many keep on saying interest rate is going to be hike... too many media cooking?

Bond price drop sending yield higher, yes.
Interest rate, over night rate that set by central bank being raised? Chance is remote.
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I think it depends on how well EPF could absorb the Govt Bonds selling by FF .

If US treasury jumps to 3% ( now about 2.6% ) , our Govt Bonds currently could be less than 3% on average ......

Our ringgit could drop like a stone too.

This post has been edited by SKY 1809: Jun 26 2013, 02:20 PM
SKY 1809
post Jun 26 2013, 02:30 PM

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QUOTE(yok70 @ Jun 26 2013, 02:22 PM)
the key point is to catch fishes based on valuation pov more than market sentiment.
when price down and fundamental stays, valuation is getting cheaper and cheaper, that's why fundamentalists start buying in more.  hmm.gif
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But when they forsee a banking crisis or asset bubble to burst , then they still need to time the market.

WB also time the market to go into US property sectors .........He did not just jump in the moment property crashes at rock bottom values.

In fact, he buys because he expects US property trend to be reversed soon. ...........

This post has been edited by SKY 1809: Jun 26 2013, 02:31 PM
SKY 1809
post Jun 26 2013, 03:19 PM

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QUOTE(cherroy @ Jun 26 2013, 03:01 PM)
Malaysia 10 years is about always at around 3.5~4%.

Actually it is not RM drop, but USD has tremendous strength.
RM vs AUD, is actually appreciating.

Those said USD is worthless, and short USD, bear USD, now being hit left and right, due to massive QE previously.
As many USD bear, either short USD, holding others currency or go into gold market.

The extreme USD bear, short USD, long gold, is the worst scenario for time being.
Left being whacked, right being slapped.
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U can have good " stable " rates in Malaysia , no doubt about it , but sooner or later the liquidity crunch would take its priority . laugh.gif

Businesses here have or less facing this impact now.

This post has been edited by SKY 1809: Jun 26 2013, 03:21 PM
SKY 1809
post Jun 26 2013, 03:28 PM

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QUOTE(yhtan @ Jun 26 2013, 03:26 PM)
Properties stock drop down a lot, u got balls to enter? laugh.gif
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Despite the construction and property booms, very little money flows to the contractors ....... hmm.gif

I hope it would not turn out something to be bad.........

This post has been edited by SKY 1809: Jun 26 2013, 03:31 PM
SKY 1809
post Jun 26 2013, 03:36 PM

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QUOTE(cherroy @ Jun 26 2013, 03:32 PM)
Actually, businesses already slow since May...

I don't think there will be a liquidity crunch, just many investors, hedge fund, speculators too addicted to the QE already, suddenly, said QE tapering, then it is like end of the world.

US economy is rather intact, from various economy data showing. Yes, not growing robust and rapidly, but at slow and steady pace. Not in recession, not depression.

China liquidity crunch is easier to solve as compared to US subprime mess.
PBOC can provide liquidity if situation turn worse, after all, China capital market and banking is not as open and free as US. So PBOC should able to solve it much easier than US subprime version.
After all, a minor liquidity crunch may be good for long term future, by killing off persistent high inflation in China, as well as taming the loan growth that spur the inflation.

If there is severe liquidity crunch like 2008 crisis, then it may provide a second life chance to buy dirt cheap stock again.
Seldom lottery hit twice one...  tongue.gif
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I refer more on the Malaysia than worldwide .

U mentioned our rates are very stable for 10 years, but it is also a known local fact our Govt does not pay u on time, dragging here and there on payments.

So what is the use of projecting a good and stable economy .........
hmm.gif

SKY 1809
post Jun 26 2013, 03:47 PM

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QUOTE(yhtan @ Jun 26 2013, 03:44 PM)
U involved in construction sector? hmm.gif
Tarak human balls ah? laugh.gif

Salcon properties relate to Tan Sri Liew, no confidence on him? tongue.gif

More and more company involving in properties market and these companies core business is not in properties sweat.gif
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I play Badminton..just happen many of my kaki are contractors or so.

Not the big ones like Gamuda ........

BTW Salcon had announced big projects before, but turning out to be ........a con somehow

Hope history would not repeat itself....

This post has been edited by SKY 1809: Jun 26 2013, 03:51 PM
SKY 1809
post Jun 26 2013, 03:54 PM

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QUOTE(StupidGuyPlayComp @ Jun 26 2013, 03:52 PM)
hmm.gif Salcon, I feel its management a bit tricky.........
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nod.gif

RC Brand

This post has been edited by SKY 1809: Jun 26 2013, 03:56 PM
SKY 1809
post Jun 27 2013, 10:37 AM

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Lower US GDP boosts share markets worldwide , damn weird .....

Still hoping for more stimulus coming ?

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