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 STOCK MARKET DISCUSSION V141, KLCI breach 1800

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TSyhtan
post Oct 27 2013, 12:27 PM, updated 13y ago

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New thread guys icon_rolleyes.gif
TSyhtan
post Oct 29 2013, 04:01 PM

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QUOTE(lambethwalk @ Oct 29 2013, 03:58 PM)
he sucks in apprentice asia - i forgive him

he delays flights - i forgive him

he screws up AA share - cannot forgive liao tongue.gif
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U bought Air Asia? brows.gif
TSyhtan
post Oct 29 2013, 05:27 PM

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QUOTE(wenqing @ Oct 29 2013, 05:17 PM)
Don laugh me lah sifu.I scare to post here again if u like this....
Last time is u and monkeyking sifu teach me a lot de. Thank u very much notworthy.gif  notworthy.gif
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Another bright star emerge rclxms.gif
TSyhtan
post Oct 31 2013, 12:18 AM

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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?

westport - after seeing hong kong and china stock on the rise, i have positive feeling about this share
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Topglove decrease in share price because of its latest quarter report, i suggest u to have to look on it.

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.
TSyhtan
post Oct 31 2013, 11:52 AM

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Finally bought my long awaiting TuneIns yawn.gif
TSyhtan
post Oct 31 2013, 11:54 AM

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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.

It's an initiation research report and CIMB Nigel guns it down with a 22 page report of a company which is rather poor.  rolleyes.gif

He mentions Signature getting into investor radar due to a news report on Star Biz.  rolleyes.gif

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? laugh.gif

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.

user posted image

Earnings is on a negative growth since 2009.

rolleyes.gif
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I did browse through the report, it stated CEO had secure RM200mil contract, another RM600mil coming soon.

So do you believe what they say? laugh.gif

TSyhtan
post Oct 31 2013, 11:59 AM

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QUOTE(spring onion @ Oct 31 2013, 12:47 AM)
wow. a very insightful reply from you. thanks lot notworthy.gif

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
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Welcome smile.gif

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+ sweat.gif

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
TSyhtan
post Oct 31 2013, 03:26 PM

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QUOTE(Boon3 @ Oct 31 2013, 03:18 PM)
rolleyes.gif

22 pages wor..
Newspaper report wor...

Write so much for what? tongue.gif

lol
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Get paid to do the job, if not how CIMB cari makan tongue.gif
TSyhtan
post Oct 31 2013, 04:10 PM

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QUOTE(Boon3 @ Oct 31 2013, 03:33 PM)
Must give them credit hor...
stock went up more than 50%.

whistling.gif
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The stock surge till 1.3 only release report, so good timing eh laugh.gif
TSyhtan
post Nov 4 2013, 06:58 PM

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QUOTE(wenqing @ Nov 4 2013, 06:25 PM)
Today go open cimb Itrade account.Wah.damn cheap only 0.1% brokerage fees biggrin.gif  biggrin.gif
Can say bb to my OSK liao icon_idea.gif  icon_idea.gif
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Cash account?
TSyhtan
post Nov 6 2013, 12:45 PM

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QUOTE(SilverSurfer123 @ Nov 6 2013, 10:19 AM)
Anyone know what doorgift GAB gives for their AGM?
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Freeflow beer plus 6 can of beer if not mistaken
TSyhtan
post Nov 6 2013, 01:52 PM

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QUOTE(lambethwalk @ Nov 6 2013, 01:10 PM)
6 cans of beer only? wow... that's pretty lousy
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Do u know how hassle is it to distribute 1 carton to shareholders? whistling.gif
TSyhtan
post Nov 6 2013, 03:47 PM

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QUOTE(lambethwalk @ Nov 6 2013, 02:02 PM)
shareholder carry to car also arms hurt dy.  tongue.gif
anyway for GAB big company thought they would give something more.
btw your dom dom, geng ah...
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IPO first few days/weeks is the best to frying it up, after that it most likely stay stagnant

Anyway i'll observe this counter when it cool down wink.gif

QUOTE(jerrychoo2004 @ Nov 6 2013, 03:11 PM)
niasing this TA....i just knew it
once i sold.....it shoot up again >.<
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I sold at 0.77 laugh.gif

at least got profit lah, the rest let them untung icon_idea.gif
TSyhtan
post Nov 6 2013, 05:22 PM

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QUOTE(Boon3 @ Nov 6 2013, 04:57 PM)
Huh?

I agree cannot win all but 77 meh?
Mmm hi kua. tongue.gif

Sell on breakout?
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So u expect me to sell on 0.8? tongue.gif

Now fighting on Willow, heard someone buying big lots recently brows.gif

QUOTE(Boon3 @ Nov 6 2013, 05:01 PM)
GP?

Hehe...chart can say many different things one.
Different ppl also different meaning.

Right now, it clearly has put the past OSKVI episode behind..
*
If u read the latest Focus Malaysia, it wrote something about OSKVI brows.gif
TSyhtan
post Nov 6 2013, 05:38 PM

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QUOTE(Boon3 @ Nov 6 2013, 05:31 PM)
Err...

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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E-Paper cost RM60 annually, cheap cheap mah laugh.gif


TSyhtan
post Nov 6 2013, 05:45 PM

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QUOTE(Boon3 @ Nov 6 2013, 05:43 PM)
Cheap must be good meh? tongue.gif

So TA issue...what was the trading range?
*
U read it and compare with the edge, then u will know the difference biggrin.gif

TA monday trading around 0.76 to 0.78, closing at 0.77
Today trading around 0.77 to 0.815 closing at 0.81
TSyhtan
post Nov 6 2013, 06:13 PM

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TA this year and past 3 years chart


Attached thumbnail(s)
Attached Image Attached Image
TSyhtan
post Nov 6 2013, 07:11 PM

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QUOTE(Boon3 @ Nov 6 2013, 06:24 PM)
Kam sia. tongue.gif

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. tongue.gif
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Thank you sifu boon, learn through another mistake icon_rolleyes.gif
TSyhtan
post Nov 12 2013, 10:59 AM

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QUOTE(jy1905 @ Nov 12 2013, 10:56 AM)
this depends on the frequency of the spectrum to launch lte
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
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u working for telco?

anyway thanks for sharing
TSyhtan
post Nov 12 2013, 11:56 AM

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QUOTE(jy1905 @ Nov 12 2013, 11:47 AM)
nope, did some reading on this topic some time ago
anyway, if you are interested.. my unpublished opinion written one month ago
just my personal opinion
[attachmentid=3717951]
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Wow, a long article regarding gpacket, will slowly digest your opinion
thank u icon_rolleyes.gif

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