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 Traders Kopitiam! V8

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kevraul
post Sep 30 2015, 05:11 PM

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QUOTE(TakoC @ Sep 30 2015, 05:08 PM)
Hahaha! Don't want. I want those not politically affected one.

Sold off digi because I felt price is quite volatile which is not justifiable. Other blue chip stock don't fluactuate like that
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you are here to make money only ma, no need give any f**ks whether politically affected/connected or not.
Boon3
post Sep 30 2015, 05:13 PM

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QUOTE(kevraul @ Sep 30 2015, 05:11 PM)
you are here to make money only ma, no need give any f**ks whether politically affected/connected or not.
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Err... don't you need to assess the risk your trade?
Boon3
post Sep 30 2015, 05:14 PM

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QUOTE(TakoC @ Sep 30 2015, 05:00 PM)
Sold DiGi. What blue chip nice? Lol
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rolleyes.gif


blue chip means good meh?




TakoC
post Sep 30 2015, 05:24 PM

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QUOTE(Boon3 @ Sep 30 2015, 05:14 PM)
rolleyes.gif
blue chip means good meh?
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I prefer to look at index linked stock now. Year end coming. Window dressing sure index ma.

Unless you got tipsie for me la tongue.gif
fastreader
post Sep 30 2015, 05:27 PM

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QUOTE(TakoC @ Sep 30 2015, 05:08 PM)
Hahaha! Don't want. I want those not politically affected one.

Sold off digi because I felt price is quite volatile which is not justifiable. Other blue chip stock don't fluactuate like that
*
I agreed!!!...i done intra-day for Digi today too...its not really cheap tbh for the price i purhccased today, which is at 5.42... smile.gif

am also looking for the next blue chip...at the same time waiting for dividen fom YTL now...will buyy maybank if the price is reasonable 2molo
Boon3
post Sep 30 2015, 05:28 PM

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QUOTE(TakoC @ Sep 30 2015, 05:24 PM)
I prefer to look at index linked stock now. Year end coming. Window dressing sure index ma.

Unless you got tipsie for me la tongue.gif
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LOL!!!

Ah Gark got plenty of tipsie not me. tongue.gif
TakoC
post Sep 30 2015, 05:28 PM

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QUOTE(Boon3 @ Sep 30 2015, 05:13 PM)
Err... don't you need to assess the risk your trade?
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Stupid comment like that piss me off u still go reply.

Ask him go see some of the politically linked stock. Those sitting on huge cash one. See what happen. Ask to buy asset.

Ignorant.
fastreader
post Sep 30 2015, 05:28 PM

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QUOTE(gark @ Sep 30 2015, 05:00 PM)
Net Interest Margin..

The profit bank makes loan interest minus interest they have to pay depositors.  laugh.gif

CC interest in Indonesia is ~35% p.a.

House loan is about ~12% p.a.

Corporate loan is about ~11% p.a.

and...

Micro credit loans (PA etc) is about ~40% p.a.

sweat.gif  sweat.gif  sweat.gif
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thanks bro for the explanation!!! really appreicate it!!! notworthy.gif notworthy.gif notworthy.gif notworthy.gif notworthy.gif
TakoC
post Sep 30 2015, 05:29 PM

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QUOTE(fastreader @ Sep 30 2015, 05:27 PM)
I agreed!!!...i done intra-day for Digi today too...its not really cheap tbh for the price i purhccased today, which is at 5.42... smile.gif

am also looking for the next blue chip...at the same time waiting for dividen fom YTL now...will buyy maybank if the price is reasonable 2molo
*
Maybank pink say RM8 tongue.gif
TakoC
post Sep 30 2015, 05:30 PM

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QUOTE(Boon3 @ Sep 30 2015, 05:28 PM)
LOL!!!

Ah Gark got plenty of tipsie not me. tongue.gif
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Gark play indonesia moi. I like local tongue.gif
gark
post Sep 30 2015, 05:30 PM

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New trend... new trend... tongue.gif

CPO price is currently very bullish (Spot price Up 10% to RM 2250 in 1 month, Futures up 20% to RM 2450 in 1 month) due to the sharp devaluation of RM. CPO is traditionally traded in RM while its competitor Soybean Oil is traded in USD. The price of CPO in early September is trading at RM 2,000, August it was around RM 1,900.

Due to lower RM/USD exchange rate the gap between soybean oil and CPO in USD terms has widen very considerably from its norm of $70-$100 per ton to current $180 per ton. IF CPO will close that GAP means the fair price of CPO will be ~ RM 2900 per ton which is another 20% upwards gain.

Break even price for most CPO manufacturers is in the range of RM 1,400 - 1,800 per ton, a dramatic price increase will raise their net margin considerably and earning at multiple of 4x-6x. So now palm oil companies can also be considered as USD plays.. brows.gif

See the charts below..

http://www.mpoc.org.my/Daily_Palm_Oil_Prices.aspx

This post has been edited by gark: Sep 30 2015, 05:36 PM
Boon3
post Sep 30 2015, 05:34 PM

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QUOTE(TakoC @ Sep 30 2015, 05:30 PM)
Gark play indonesia moi. I like local tongue.gif
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He no tell you only nia................ tongue.gif
TakoC
post Sep 30 2015, 05:35 PM

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QUOTE(fastreader @ Sep 30 2015, 05:27 PM)
I agreed!!!...i done intra-day for Digi today too...its not really cheap tbh for the price i purhccased today, which is at 5.42... smile.gif

am also looking for the next blue chip...at the same time waiting for dividen fom YTL now...will buyy maybank if the price is reasonable 2molo
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AXIATA good to hold. Foreign holding all time low. See chart not bad.
SUSPink Spider
post Sep 30 2015, 05:38 PM

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QUOTE(TakoC @ Sep 30 2015, 05:30 PM)
Gark play indonesia moi. I like local tongue.gif
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I like Viet... hmm.gif

So, I buy Poh Huat? Ada factory at Vietnam tongue.gif
gark
post Sep 30 2015, 05:39 PM

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QUOTE(TakoC @ Sep 30 2015, 05:30 PM)
Gark play indonesia moi. I like local tongue.gif
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I play everything.. local, indon, SG even US moi.. laugh.gif

Next want to try HK moi.. brows.gif
gark
post Sep 30 2015, 05:39 PM

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QUOTE(Pink Spider @ Sep 30 2015, 05:38 PM)
I like Viet... hmm.gif

So, I buy Poh Huat? Ada factory at Vietnam tongue.gif
*
Err you can buy viet stocks directly now through local brokerage.. whistling.gif
TakoC
post Sep 30 2015, 05:40 PM

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QUOTE(gark @ Sep 30 2015, 05:39 PM)
I play everything.. local, indon, SG even US moi..  laugh.gif

Next want to try HK moi..  brows.gif
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I don't want oil stock gark. Any good deal not? Haha.
gark
post Sep 30 2015, 05:42 PM

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QUOTE(TakoC @ Sep 30 2015, 05:40 PM)
I don't want oil stock gark. Any good deal not? Haha.
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Boon's wood stock is not bad.. I am still trying to collect.. brows.gif
TakoC
post Sep 30 2015, 05:46 PM

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QUOTE(gark @ Sep 30 2015, 05:42 PM)
Boon's wood stock is not bad.. I am still trying to collect..  brows.gif
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What's that. U all pillow talk I didn't join la.
SUSPink Spider
post Sep 30 2015, 05:58 PM

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QUOTE(gark @ Sep 30 2015, 05:39 PM)
Err you can buy viet stocks directly now through local brokerage..  whistling.gif
*
Or go HLB Vietnam at Ho Chi Minh City open account... whistling.gif

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