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 Traders Kopitiam! V7

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gark
post Mar 5 2015, 06:05 PM

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QUOTE(Pink Spider @ Mar 5 2015, 04:22 PM)
Sold laggards AFG and PPB from my portfolio...raise cash. Betting on "something" to happen either this Saturday or about 1MDB icon_question.gif
*
Lol.. apa ini? laugh.gif

Pinky the trader liao.. hmm.gif

Nothing to be afraid la.. if

not successful = nothing happen

if successful = change better govt..

nothing to lose imho.. whistling.gif

Also 1MDB .. might be dismantled and sold off piece by piece to pay all the debts.. sharks sudah makan enough.. *burp*

http://www.theedgemarkets.com/my/article/m...bt-plan-sources

This post has been edited by gark: Mar 5 2015, 06:10 PM
gark
post Mar 5 2015, 06:08 PM

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QUOTE(river.sand @ Mar 5 2015, 05:02 PM)
Any tipsy  icon_question.gif

I also sold one underperforming counter yesterday, and don't know which counter to buy...
*
Sold one of my 'good' performing counter a few days ago.. laugh.gif

This post has been edited by gark: Mar 5 2015, 06:08 PM
felixmask
post Mar 5 2015, 06:12 PM

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QUOTE(gark @ Mar 5 2015, 06:08 PM)
Sold one of my 'good' performing counter a few days ago..  laugh.gif
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disclose what you sell tongue.gif
gark
post Mar 5 2015, 06:14 PM

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QUOTE(felixmask @ Mar 5 2015, 06:12 PM)
disclose what you sell  tongue.gif
*
I always disclose one.. search back a few posts.. tongue.gif
SUSPink Spider
post Mar 5 2015, 06:21 PM

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QUOTE(gark @ Mar 5 2015, 06:14 PM)
I always disclose one.. search back a few posts..  tongue.gif
*
Bart Simpson's dad
zDarkForceSz
post Mar 5 2015, 07:06 PM

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QUOTE(Pink Spider @ Mar 5 2015, 04:22 PM)
Sold laggards AFG and PPB from my portfolio...raise cash. Betting on "something" to happen either this Saturday or about 1MDB icon_question.gif
*
Okay seafood.
want belanja me minum kopi a? wub.gif
zDarkForceSz
post Mar 5 2015, 07:10 PM

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QUOTE(gark @ Mar 5 2015, 06:05 PM)
Lol.. apa ini?  laugh.gif

Pinky the trader liao..  hmm.gif

Nothing to be afraid la.. if

not successful = nothing happen

if successful = change better govt..

nothing to lose imho..  whistling.gif

Also 1MDB .. might be dismantled and sold off piece by piece to pay all the debts.. sharks sudah makan enough.. *burp*

http://www.theedgemarkets.com/my/article/m...bt-plan-sources
*
success rate i think 0% hmm.gif
Boon3
post Mar 5 2015, 07:29 PM

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QUOTE(max_cavalera @ Mar 5 2015, 04:49 PM)
I was baiting airasia bid at 2.39 since this morning...no one seems to take the offer heheh biggrin.gif
*
LOL!

After buying, what's next?

Give a reason why others might want to buy?

..... can share?



Here's some reason why others might not want to buy....

So oil down, AirAsia could not profit (why? They jumped the gun and started hedging their oil bets way too early)

Apparently... (LOL! Was it hard to recognize this factor) .... weak ringgit vs the USD hurt them a lot!

Situation now? Oil improved... off the lows....
BUT ..... our Ringgit still got weaker....

which means? if based on oil and USD factor... logically... we could be looking at another set of shit results for AirAsia come next quarter....

make sense?

Earnings was also hit by larger financial cost.
Is this going to improve?
Clearly no.
More delivery of air planes should be expected....
which means their current 12 billion debts should increase......

Over capacity issue.
Did you notice?
How is it going to improve when more new planes will be delivered?


weigh out the pro and cons....
weigh out your RISK....

don't just look at the share price........................
then only make your decision to buy or not..........................


TakoC
post Mar 5 2015, 07:39 PM

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QUOTE(gark @ Mar 5 2015, 10:07 AM)
Hahaha.. 2 directors resign...  sweat.gif

Must be mega bad results coming..  sweat.gif
*
Gark, what's your view on mokhzani leaving?
Boon3
post Mar 5 2015, 07:51 PM

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QUOTE(TakoC @ Mar 5 2015, 07:39 PM)
Gark, what's your view on mokhzani leaving?
*
My tiga sen is ....
Look away from OnG sector already...

The big fat juicy rebounce play.... has happened already.....

now... it looks like a long winter ahead for the sector...................


TakoC
post Mar 5 2015, 07:54 PM

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QUOTE(Boon3 @ Mar 4 2015, 12:24 PM)
Carries a lot of risks.....

Oil....
.............did not see why but company posted shit load of losses few days ago.......

But then...ultra penny stock already.....
sometimes the wok is more important....
*
Yes. Looking at TA. Someone told me it's kind bottom already. Now need the wok to heat up!
max_cavalera
post Mar 5 2015, 07:54 PM

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QUOTE(Boon3 @ Mar 5 2015, 08:29 PM)
LOL!

After buying, what's next?

Give a reason why others might want to buy?

..... can share?
Here's some reason why others might not want to buy....

So oil down, AirAsia could not profit (why? They jumped the gun and started hedging their oil bets way too early)

Apparently... (LOL! Was it hard to recognize this factor) .... weak ringgit vs the USD hurt them a lot!

Situation now? Oil improved... off the lows....
BUT ..... our Ringgit still got weaker....

which means? if based on oil and USD factor... logically... we could be looking at another set of shit results for AirAsia come next quarter....

make sense?

Earnings was also hit by larger financial cost.
Is this going to improve?
Clearly no.
More delivery of air planes should be expected....
which means their current 12 billion debts should increase......

Over capacity issue.
Did you notice?
How is it going to improve when more new planes will be delivered?
weigh out the pro and cons....
weigh out your RISK....

don't just look at the share price........................
then only make your decision to buy or not..........................
*
Not disputing ur analysis...

I was suprised air asia share managed to climb back to almost 2.8(highest 2.9)....with all the problems they facing recently....only recent market valuation match my expectation value on them...





gark
post Mar 5 2015, 07:54 PM

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QUOTE(TakoC @ Mar 5 2015, 07:39 PM)
Gark, what's your view on mokhzani leaving?
*
Expected.. he already hinted 6 months ago..

Now he is out he can freely sell off his 10% stake ... nod.gif
TakoC
post Mar 5 2015, 07:57 PM

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QUOTE(Boon3 @ Mar 5 2015, 07:51 PM)
My tiga sen is ....
Look away from OnG sector already...

The big fat juicy rebounce play.... has happened already.....

now... it looks like a long winter ahead for the sector...................
*
I just done averaging down on oil and gas now. Bought Daya on TA but happened to be oil and gas too. Lol.

What else can look at? Which sector are you positive?

Banking.. Low loan growth moving forward
Oil, no..
Plantation, not now.
Property/construction?
Airline.. Oil drop but share price not reflecting.
TakoC
post Mar 5 2015, 07:58 PM

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QUOTE(gark @ Mar 5 2015, 07:54 PM)
Expected.. he already hinted 6 months ago..

Now he is out he can freely sell off his 10% stake ... nod.gif
*
Oh, u think he will sell?

Cause he started with Sapura which merge with Kencana. Even if he leave, he still got a lot of power and his guys inside.
Boon3
post Mar 5 2015, 08:04 PM

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QUOTE(TakoC @ Mar 5 2015, 07:57 PM)
I just done averaging down on oil and gas now. Bought Daya on TA but happened to be oil and gas too. Lol.

What else can look at? Which sector are you positive?

Banking.. Low loan growth moving forward
Oil, no..
Plantation, not now.
Property/construction?
Airline.. Oil drop but share price not reflecting.
*
USD still my good friend.

Have to be careful though cos there were a number of disappointments seen last month.
The strength in USD was not a clear cut win-win...

Poultry sector has seen some big wins....
but it's one sector that I am not that keen on....

Remember what I say before.....
Trade less.... thumbup.gif
TakoC
post Mar 5 2015, 08:15 PM

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QUOTE(Boon3 @ Mar 5 2015, 08:04 PM)
USD still my good friend.

Have to be careful though cos there were a number of disappointments seen last month.
The strength in USD was not a clear cut win-win...

Poultry sector has seen some big wins....
but it's one sector that I am not that keen on....

Remember what I say before.....
Trade less.... thumbup.gif
*
Well, if USD.. Then would it be too late now? Like those furniture stock like Homeritz, fly so much. Tech stock also almost 7788 done playing.

True. Trade less. Last year was the first time I see such a drastic drop in the market although only correction. Now I know next time these thing happen must seize the opportunity. Was afraid.. Oh well, next time..


Boon3
post Mar 5 2015, 08:16 PM

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QUOTE(matbond. @ Mar 5 2015, 08:14 PM)
how about rubber ? still potential ?
*
rubber? as in rubber gloves?
not for me....
I believe the sector is in serious over capacity..... sweat.gif
TSnexona88
post Mar 5 2015, 08:18 PM

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QUOTE(Boon3 @ Mar 5 2015, 08:16 PM)
rubber? as in rubber gloves?
not for me....
I believe the sector is in serious over capacity..... sweat.gif
*
which sector is good for current situation? icon_question.gif notworthy.gif
Boon3
post Mar 5 2015, 08:27 PM

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QUOTE(nexona88 @ Mar 5 2015, 08:18 PM)
which sector is good for current situation?  icon_question.gif  notworthy.gif
*
I no good in giving tips one..... seriously.

all I can do is give some 3 sen comments if and when I can.

tell what you like..... smile.gif

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