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 Traders Kopitiam! V6

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SUSPink Spider
post Nov 26 2014, 01:04 PM

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QUOTE(gark @ Nov 26 2014, 12:53 PM)
At what price you clear stock?  tongue.gif

Thinking of clearing stock as well...  rclxub.gif

But then again... nothing much to buy...
*
Yeah Unker Gark...nothing to buy liao sad.gif

SUSPink Spider
post Nov 26 2014, 01:14 PM

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QUOTE(gark @ Nov 26 2014, 01:05 PM)
You still keeping what?  laugh.gif
*
AFG Maybank Bursa DiGi Karex Pharmaniaga
CMMT IGBREIT Quill UOAREIT
SUSPink Spider
post Nov 26 2014, 01:38 PM

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QUOTE(gark @ Nov 26 2014, 01:33 PM)
Ok lah stable companies and REITs... playing safe ah?  whistling.gif
*
Any of those I have u think still value buy? notworthy.gif

Homer...made good gains and cabut-ed
Scientex also made decent gains and cabut-ed, scared Sinkapo property slowdown would carry over to Johor prop market
Masteel...went in too early (and luckily cabut-ed before the drop)
Supermax...cut loss (luckily), seems that glove stocks all not doing well

Tarak benda boleh main liao sad.gif

Observe trend of recent company financial announcements, most if not all companies reported declining margins and/or profits. Even companies like Dutch Lady also not doing well sweat.gif

Maybe should shift the cash back to unit trusts that invest offshore, esp ASEAN+HK ones hmm.gif

This post has been edited by Pink Spider: Nov 26 2014, 01:42 PM
SUSPink Spider
post Nov 26 2014, 01:55 PM

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QUOTE(gark @ Nov 26 2014, 01:48 PM)
Eyeing a few, but still waiting for further results...  hmm.gif

This is not only in Malaysia, but seems like a global slowdown. Indonesia stocks margin/growth is also slowing down... oil down, CPO down, coal down, commodity sliding... Japan recession, China cut interest rate...

I think best to go in now would be consumer staples. Reason, commodity price reducing, so their input cost will reduce as well...thus able to at least maintain margin.  sweat.gif
*
No wonder BAT so solid, no money also have to smoke tongue.gif

Palm oil stocks...also affected by CPO prices hmm.gif

Malayan Flour? hmm.gif
SUSPink Spider
post Nov 26 2014, 02:08 PM

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QUOTE(gark @ Nov 26 2014, 02:04 PM)
MFlour is semi consumer staples.. because most of it is sold to make... ?  brows.gif
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...make? blink.gif
SUSPink Spider
post Nov 26 2014, 02:17 PM

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QUOTE(river.sand @ Nov 26 2014, 02:13 PM)
can consider CCMDBIO...
*
I've analysed its financials, not attractive to me. If I remember correctly, its growth erratic, not consistent
SUSPink Spider
post Nov 26 2014, 02:46 PM

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So, Supermax will die first...
SUSPink Spider
post Nov 28 2014, 09:58 AM

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Just realised that...

No thread/discussion on AEON Credit???
SUSPink Spider
post Nov 28 2014, 10:49 AM

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QUOTE(gark @ Nov 28 2014, 10:43 AM)
look at this... many government will fall..  brows.gif

user posted image
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I like that...let those countries fall...they've been having it easy for far too long...goyang kaki buka paip oil keluar duit masuk brows.gif

All hail US! biggrin.gif

This post has been edited by Pink Spider: Nov 28 2014, 10:50 AM
SUSPink Spider
post Nov 28 2014, 10:51 AM

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QUOTE(gark @ Nov 28 2014, 10:49 AM)
LOL.. Malaysia cant even balance budget with oil price at $100... much less at below $70...

Say bye bye to BR1M liao..  whistling.gif
*
Time to purge the rich and cronies mad.gif
SUSPink Spider
post Nov 28 2014, 10:54 AM

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QUOTE(Boon3 @ Nov 28 2014, 10:52 AM)
Yes. I am aware of these stats. smile.gif

However, considering these facts...
you cannot help but scratch your hair until bald when you get OPEC's decision to maintain and not cut oil output....

It's a W T F decision which escalated the wild selling yesterday......
*
They say...its US plan...to plot Russia's downfall so that Russia will yield on Ukraine issue

Saudi Arabia...is whose ally? whistling.gif
SUSPink Spider
post Nov 28 2014, 01:43 PM

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Anyone can comment on these two charts? icon_question.gif

One is kayu company
One is roti powder company

This post has been edited by Pink Spider: Nov 28 2014, 01:44 PM
SUSPink Spider
post Nov 28 2014, 02:08 PM

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QUOTE(V-Zero @ Nov 28 2014, 02:06 PM)
From TA perspective, both broke their uptrend support line.
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By that u mean the uptrend straight line support is breached, right?
SUSPink Spider
post Nov 28 2014, 02:14 PM

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QUOTE(gark @ Nov 28 2014, 02:10 PM)
Both chart like want to die only..  laugh.gif
*
then how oh...

roti powder stock cannot buy

kayu balak also cannot buy

really buy gold and put under pillow meh cry.gif
SUSPink Spider
post Nov 28 2014, 02:20 PM

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QUOTE(V-Zero @ Nov 28 2014, 02:16 PM)
You sure you want to buy gold?  laugh.gif
*
Gold can bury together with me at my tomb laugh.gif
SUSPink Spider
post Nov 28 2014, 03:01 PM

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QUOTE(river.sand @ Nov 28 2014, 02:57 PM)
Go for vacation lah  tongue.gif
As for gold, see my siggy  rolleyes.gif

BTW...
» Click to show Spoiler - click again to hide... «

*
Malayan Flour and Ta Ann

One for its biznes in consumer staples...its financials look decent
Ta Ann pulak, timber and palm oil...export...MYR weak, good for exporters ma
SUSPink Spider
post Nov 28 2014, 05:05 PM

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Pharmaniaga koyak again cry.gif
SUSPink Spider
post Nov 28 2014, 05:09 PM

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QUOTE(gark @ Nov 28 2014, 05:06 PM)
Need ebola come to Malaysia...  hmm.gif
*
this is a funny counter

amazing and steady growth

quarterly dividends, 3-4% yield

yet no one is buying their story

why har...why? cry.gif

and the damn MD keeps disposing whenever the stock goes up...cause market confidence low vmad.gif

This post has been edited by Pink Spider: Nov 28 2014, 05:09 PM
SUSPink Spider
post Nov 28 2014, 05:46 PM

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QUOTE(river.sand @ Nov 28 2014, 05:43 PM)
What's your proposed entry price? I am eying it  drool.gif
*
Now can enter lor...

previously 4 sen per quarter divvy

management has indicated that they are committed to at least maintain that

current year divvy turns out to be 20 sen annually, cos latest quarter announced 8 sen

u kira backwards the yield that u want

top line and bottom line growth rate also very tasty, P/E in low teens if I annualise FY14 figures
SUSPink Spider
post Dec 1 2014, 10:26 AM

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Eh, KLCI below 1,800 already brows.gif

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