STOCK MARKET DISCUSSION V141, KLCI breach 1800
STOCK MARKET DISCUSSION V141, KLCI breach 1800
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Oct 27 2013, 12:27 PM, updated 13y ago
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#1
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8,652 posts Joined: Sep 2005 From: lolyat |
New thread guys
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Oct 29 2013, 04:01 PM
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#2
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8,652 posts Joined: Sep 2005 From: lolyat |
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Oct 29 2013, 05:27 PM
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#3
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8,652 posts Joined: Sep 2005 From: lolyat |
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Oct 31 2013, 12:18 AM
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#4
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8,652 posts Joined: Sep 2005 From: lolyat |
QUOTE(spring onion @ Oct 30 2013, 03:50 PM) topglove - i have 1 bought at 5.90 but now below 5.70. should i increase my portion? Topglove decrease in share price because of its latest quarter report, i suggest u to have to look on it.westport - after seeing hong kong and china stock on the rise, i have positive feeling about this share My opinion is topglove is excel and leader in rubber glove, but US and Europe is slowly shifting to Nitrile glove for the past 3 years, and yet topglove only increase/shift some of its production line from rubber glove to nitrile glove. The revenue geographical in Topglove latest annual report is a clear indication they are losing out in US and Europe, due to the reason i stated above. Meanwhile, the management is going upstream which is rubber plantation, Topglove is a glove maker but not a plantation company, many analysts out there state a negative view on the venture on rubber plantation as the latex extraction from rubber tree will be available after 5 years. That's all i can summarize for now, for your information i view brighter side on Hartalega among all the glove maker. |
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Oct 31 2013, 11:52 AM
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#5
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8,652 posts Joined: Sep 2005 From: lolyat |
Finally bought my long awaiting TuneIns
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Oct 31 2013, 11:54 AM
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#6
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8,652 posts Joined: Sep 2005 From: lolyat |
QUOTE(Boon3 @ Oct 31 2013, 09:49 AM) Clearly the shark hands wants the stock higher and it's up to you if you are interested to play the game. I did browse through the report, it stated CEO had secure RM200mil contract, another RM600mil coming soon.It's an initiation research report and CIMB Nigel guns it down with a 22 page report of a company which is rather poor. He mentions Signature getting into investor radar due to a news report on Star Biz. http://www.thestar.com.my/Business/Busines...er-3-years.aspx It was still a penny stock at the time of the article on the beginning of the month. 22 page report and one big Bizweek article. Enough oil for the wok ah? CIMB Nigel uses the famous SOP valuation yardstick to give the stock a high TP. Why doesn't he use earnings? If company is good, sure use PE as one of the yardsticks. This is Sign's earnings track record. Earnings is on a negative growth since 2009. So do you believe what they say? |
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Oct 31 2013, 11:59 AM
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#7
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8,652 posts Joined: Sep 2005 From: lolyat |
QUOTE(spring onion @ Oct 31 2013, 12:47 AM) wow. a very insightful reply from you. thanks lot Welcome a few mistake which i made. 1. i overlook at hartalega and focusing on supermax and topglove during research 2. speculated that price of topglove will remain stable or increase gradually because all glove counter were up 3. look down on the potential of nitrile glove. ( thought natural is better than synthetic) what an expensive lesson learnt. stop loss will be in 5.50 It took me one year to observe Hartalega before i bought in, missed the bonus issue boat and watch it fly from 5+ to 7+ Many IB reports covering glove sector, u may have a look on it, btw Hartalega PE is at a high side (PE20x). Consumer switching to Nitrile glove mainly because of allegic to rubber glove and its price |
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Oct 31 2013, 03:26 PM
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#8
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8,652 posts Joined: Sep 2005 From: lolyat |
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Oct 31 2013, 04:10 PM
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#9
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8,652 posts Joined: Sep 2005 From: lolyat |
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Nov 4 2013, 06:58 PM
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#10
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8,652 posts Joined: Sep 2005 From: lolyat |
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Nov 6 2013, 12:45 PM
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#11
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8,652 posts Joined: Sep 2005 From: lolyat |
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Nov 6 2013, 01:52 PM
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#12
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8,652 posts Joined: Sep 2005 From: lolyat |
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Nov 6 2013, 03:47 PM
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#13
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8,652 posts Joined: Sep 2005 From: lolyat |
QUOTE(lambethwalk @ Nov 6 2013, 02:02 PM) shareholder carry to car also arms hurt dy. IPO first few days/weeks is the best to frying it up, after that it most likely stay stagnant anyway for GAB big company thought they would give something more. btw your dom dom, geng ah... Anyway i'll observe this counter when it cool down QUOTE(jerrychoo2004 @ Nov 6 2013, 03:11 PM) I sold at 0.77 at least got profit lah, the rest let them untung |
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Nov 6 2013, 05:22 PM
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#14
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QUOTE(Boon3 @ Nov 6 2013, 04:57 PM) So u expect me to sell on 0.8? Now fighting on Willow, heard someone buying big lots recently QUOTE(Boon3 @ Nov 6 2013, 05:01 PM) GP? If u read the latest Focus Malaysia, it wrote something about OSKVI Hehe...chart can say many different things one. Different ppl also different meaning. Right now, it clearly has put the past OSKVI episode behind.. |
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Nov 6 2013, 05:38 PM
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#15
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8,652 posts Joined: Sep 2005 From: lolyat |
QUOTE(Boon3 @ Nov 6 2013, 05:31 PM) Err... E-Paper cost RM60 annually, cheap cheap mah What range was TA trading at recently? Answer....? Focus Msia? Hehe...no read that paper. Good meh the paper? GP..you know what I wrote exactly. View no change yet. In case, you cannot find... I thought a good re-entry point was 495. If in, one should stay in. |
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Nov 6 2013, 05:45 PM
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#16
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8,652 posts Joined: Sep 2005 From: lolyat |
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Nov 6 2013, 06:13 PM
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#17
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8,652 posts Joined: Sep 2005 From: lolyat |
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Nov 6 2013, 07:11 PM
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#18
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8,652 posts Joined: Sep 2005 From: lolyat |
QUOTE(Boon3 @ Nov 6 2013, 06:24 PM) Kam sia. Thank you sifu boon, learn through another mistake See the 70-72 sen (around there) range early last month? When the stock moved past that range, I see it as a breakout. And generally, in most breakout (there are exceptions), you really want to sit tight leh. And normally, stock don't breakout for 5% or 10% movement. Usually, there is more upside.... And as you know me long enough, you know I don't ever believe in taking profit just for the sake of taking profit. |
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Nov 12 2013, 10:59 AM
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#19
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QUOTE(jy1905 @ Nov 12 2013, 10:56 AM) this depends on the frequency of the spectrum to launch lte u working for telco?the higher spectrum used will require a more dense base stations if i'm not mistaken, yellow man is currently using 2,600 MHz whereas its competitor are using 1,800 MHz wimax is running on 2,300 MHz, in other words, the base stations are close to each other so, is this infrastructure useful to yellow man? anyway, if digi can do lte alone, i POTONG!! unless they switch to lower frequency spectrum, which is quite unlikely anyway thanks for sharing |
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Nov 12 2013, 11:56 AM
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#20
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