Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
7 Pages < 1 2 3 4 > » Bottom

Outline · [ Standard ] · Linear+

 STOCK MARKET DISCUSSION V134, CI step into 1800, are you happy?

views
     
felixmask
post Jul 30 2013, 10:09 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(cherroy @ Jul 30 2013, 09:55 PM)
If want to buy directly, can approach investment banker.
They do offer such a service.

There are more and more retailer bonds in the market nowadays, even for overseas banks/corporate bond.

Having said that, I do not think bond is a good target at the moment.
When yield is rising across, bond price may have some difficult time eventually, affect existing bond fund performance.
*
i thought rate increase...those reits shift to bond for better yield?

1) why you said bond is not a good move ?
2) why you said bond price may have some difficult time ?


felixmask
post Jul 30 2013, 10:20 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(cherroy @ Jul 30 2013, 10:15 PM)
Bond price rise when you have low interest rate, low FD rate, low gov bond yield.

Bond price drop when people expected other asset class may provide better return.
If gov bond now is 3.9%, you think a corporate bond that offer 4%, people want to buy?
surely risk and reward is not correct.
Investors now may demand the corporate bond at 5% to justify the risk they are taking.
So the corporate bond price will drop and become a % yield.

Bond like QE, cheap interest rate, liquidity, which make the bond price rising.

Bond doesn't like tightening, hike in interest rate.
*
Hi Cherroy,


is the time keeping cash/fd the best ? while waiting the whole world financial investment gradually correction aka QE tapering?


Cheer,

This post has been edited by felixmask: Jul 30 2013, 10:20 PM
felixmask
post Jul 30 2013, 10:37 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(cherroy @ Jul 30 2013, 10:28 PM)
If QE tapering does send bond/reit and stock market into a big correction, then the answer is yes.

Waiting at bottom to collect cheap price.

But nobody has the crystal to know it.
The tapering issue may overcooked, as I do not see Fed will raise interest rate for the near term of coming 2-3 years down the road.
Unless the new Fed chairman has other idea.  tongue.gif

Same with local front interest rate, I do not see BNM raise rate when export is slowing, GDP number is at modest growth.
Unless RM facing severe headwind issue, which I do not forsee it for near term as well.
*
the same reason behind BNM dont raise interest OPR, even the property price shoot up same like Uncle BEN at Fed


I must watch youtube to understand each Uncle Ben movement..really impact the world..follow on what he doing.

thanks the infor..Good nite.

This post has been edited by felixmask: Jul 30 2013, 10:38 PM
felixmask
post Jul 31 2013, 03:21 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(yok70 @ Jul 31 2013, 03:16 PM)
Petronas rating also downgraded to negative by Fitch.  rclxm9.gif

Huiyo! Fongshui chart very geng this year!  cool2.gif

http://www.theedgemalaysia.com/business-ne...rom-stable.html
*
http://www.thestar.com.my/Business/Busines...-this-year.aspx


Petronas Gas planning Malaysia’s biggest sukuk offering this year (Wednesday April 3, 2013 MYT 12:00:00 AM )
Any impact to petronas sukuk ???
felixmask
post Jul 31 2013, 04:26 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(ctrl_alt_del @ Jul 31 2013, 04:24 PM)
Tomorrow headline :

FITCH Credibility downgraded.
*
N*jib said so..... tongue.gif
felixmask
post Jul 31 2013, 05:52 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
DANAINFRA NASIONAL-ETBS drop back to RM 1.00, can can below 90sen ??
felixmask
post Jul 31 2013, 11:06 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(yok70 @ Jul 31 2013, 11:04 PM)
actually not so bad if hold them, if yield continue raising in coming years, worst case is after few years later, capital gain flat, but still already received dividend every year 4-6% pa.
key point is, if, yield continue increasing for next 5-10 years.  hmm.gif
*
have to see how fast the manger expanding with acquisition asset.
felixmask
post Aug 1 2013, 01:36 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(wankongyew @ Aug 1 2013, 12:56 PM)
Generally speaking, a rise in interest rates is expected to cause a general fall in prices for all stocks, not just REITs. It's just that REITs are considered more vulnerable. Maybe because they are locked in to fixed long term rental agreements and so they're future income is more predictable (the exact same reason why they are considered more stable)?
*
reits is backy by assest/property, compare dividend stock not every assest able appreciate value.



felixmask
post Aug 2 2013, 11:34 AM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(simplesmile @ Aug 2 2013, 11:25 AM)
Am I seeing shadows of the 1997 Asian financial crisis? Is this the beginning?
- high inflation >> high interest rate. Starting with Indonesia.
- currency devaluation.
- fund outflows.
*
hi simplesmile,

Dr.M pegg our currency and remove rm100 bill from cirular..any more action taken by Gov??

Maybe N*jib will used the same as methology......??? else what he do? i cant remember BNM action done during 97.

by the way 97, im still in secondary school.
felixmask
post Aug 2 2013, 11:40 AM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(cherroy @ Aug 2 2013, 11:35 AM)
Actually, it is not high interest that lead to both crisis. Both crisis did not start with high interest rate.
A 6-7% interest rate back then was a norm for Malaysia prior before crisis.
A 3-4% interest rate was average level for US prior 2008.

It is excessive borrowing, complacency lending practice that lead to the crisis.
*
sound like M'sia coming crisis same as US prime crisis ?
cheap loan and increasing amount debt, ..i thought BolehLand got alot rich ppl.
felixmask
post Aug 2 2013, 12:00 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(cherroy @ Aug 2 2013, 11:46 AM)
Malaysia household debt level although is high, but it is not that severe compared to subprime loan.

At least locally, banks do screen borrowers income before lending, and most mortgage given has property backing, and most do not give full valuation on the property.
*
nod.gif true also, now gen too burden with debts, living with paycheck..thanks. nod.gif
felixmask
post Aug 2 2013, 12:01 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(Icehart @ Aug 2 2013, 11:57 AM)
JCY  hmm.gif
*
can fly again ??? this time..what reason thailand Flood ???
felixmask
post Aug 2 2013, 01:06 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(Icehart @ Aug 2 2013, 12:05 PM)
Stocks fly need reason one meh  laugh.gif
*
fundamental reason for trader. Else how to fool dump money into the stock

This post has been edited by felixmask: Aug 2 2013, 01:06 PM
felixmask
post Aug 2 2013, 07:44 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
You all plan robbing TigerBank CEO??? hmm.gif
felixmask
post Aug 12 2013, 08:59 AM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(StupidGuyPlayComp @ Aug 12 2013, 08:38 AM)
hmm.gif after raya, should be better...............
*
morning StupidGuyPlayComp


and coming to KL no jam...everyone is still sleeping at home ??? forum quiet only hmm.gif
felixmask
post Aug 12 2013, 09:10 AM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(StupidGuyPlayComp @ Aug 12 2013, 09:04 AM)
laugh.gif Yup, no traffic jam today..............good

seem the KLSE volume only be recover few days later
*
got tips to goreng?
felixmask
post Aug 14 2013, 08:51 AM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(mopster @ Aug 13 2013, 10:16 PM)
hehehe dunno what is next.. but stock is definitely in the queue and should be the most shocking & painful .... laugh.gif
*
after stock, is property
felixmask
post Aug 14 2013, 09:19 AM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(Bonescythe @ Aug 14 2013, 09:17 AM)
So u ready to take a few property already when the crash come?
*
share with my wife....as long she happy to buy it. tongue.gif . My wife ver very hard to pursue.
felixmask
post Aug 14 2013, 09:40 AM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(SKY 1809 @ Aug 14 2013, 09:36 AM)
I just jumped in, u jumped out  hmm.gif

me, Wrong timing yawn.gif
*
sky 1809,

you support klci above 1800???
felixmask
post Aug 14 2013, 05:38 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(yok70 @ Aug 14 2013, 05:30 PM)
one thing i learn in last 3 years: can't predict market.
when people predict gold will shoot up to the sky when Fed announced QEs, it didn't. In fact, it fell sharply.
when people predict severe inflation worldwide when Fed said non-stop QE, it only happened in few countries, even so it's under manageable condition, nothing serious. Commodities price still stay low, no flaming up like past QEs.
when people predict this round of highly uncertain GE result will kill the market sharply, it didn't, it just mildly corrected.
People said US is going to die from massive QE, and no, it doesn't. In fact, it recovers nicely.
Europe zone will break? No, it didn't happen. It is now even growing mildly.
China will die from bad debt? No, it doesn't. It's consolidating and progressing well in control.

conclusion, i give up predict market on stock trading. I'd rather stay with fundamentals and trade accordingly. I'd missed the big bull too many times, I learn my lesson. unsure.gif
*
HI YOK70,

when you heard any prediction feel toward you, let us know.

You dnt buy, I buy....WHen you buy ....let us know...I wait you buy.

whistling.gif today jokes....

7 Pages < 1 2 3 4 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0463sec    0.45    7 queries    GZIP Disabled
Time is now: 9th December 2025 - 06:05 PM