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 Traders Kopitiam! V8

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gark
post Oct 8 2015, 01:38 PM

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QUOTE(Boon3 @ Oct 8 2015, 01:24 PM)
cry.gif cry.gif

....why you downgrade me to their standard ?
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Lol.. dun cry.. laugh.gif wink.gif tongue.gif
gark
post Oct 8 2015, 06:29 PM

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Omg.. I itchy hand go see DPS Res punya website.. end up look like blog with the Dato Peter Sow punya childhood photo, school mates, friends, marriage photo, kid grad photo, wife anniversary photo.... macam own blog only. laugh.gif

This one real company kah? rolleyes.gif

This post has been edited by gark: Oct 8 2015, 06:33 PM
gark
post Oct 8 2015, 07:18 PM

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QUOTE(Boon3 @ Oct 8 2015, 07:13 PM)
laugh.gif

That thread ....do free you should stay on that thread and listen to how multiple twins talk to each other.

tongue.gif
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What twins..? there are 4 person spamming all the same thread. brows.gif
gark
post Oct 9 2015, 09:46 AM

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QUOTE(Boon3 @ Oct 9 2015, 09:18 AM)
Now you  cry.gif  or  laugh.gif  ah ?
heeeeheeeee  laugh.gif
*
USD nose dive again... sweat.gif sweat.gif sweat.gif
gark
post Oct 9 2015, 09:49 AM

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OnG power again today.. flex.gif laugh.gif

Vroooooom... !

This post has been edited by gark: Oct 9 2015, 09:50 AM
gark
post Oct 9 2015, 09:52 AM

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QUOTE(foofoosasa @ Oct 9 2015, 09:51 AM)
u should be happy mah  rclxms.gif

I also happy  icon_idea.gif  rclxms.gif  rclxm9.gif  rclxm9.gif
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You happy lah.. tongue.gif

Last 1 year .. I suffering... as ONG is 40% of my potfolio.. sweat.gif
gark
post Oct 9 2015, 10:11 AM

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QUOTE(foofoosasa @ Oct 9 2015, 10:01 AM)
During the peak your o&g already 40%?  sweat.gif

I thought u just recently average down your cost a lot nod.gif
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I average down from Nov 2014 until September 2015.. you think a lot or not? tongue.gif
gark
post Oct 9 2015, 10:12 AM

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QUOTE(foofoosasa @ Oct 9 2015, 10:03 AM)
I thought USD weaken all the oil producer countries  hmm.gif
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USD and WTI is in a inverse graph... USD up, WTI down... WTI up, USD down.. sweat.gif
gark
post Oct 9 2015, 11:07 AM

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QUOTE(foofoosasa @ Oct 9 2015, 10:17 AM)
rclxub.gif
but is ok la since you gonna hold for long time mah, but see the paper loss, really heartache also. stay calm bro  thumbup.gif but i think u calm enough la, if not so gutsy to keep averaging down  flex.gif

OnG counter is my 60% in malaysia portfolio too, so I dont want this ship sinks  tongue.gif
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Haha.. at one time my paper loss can buy a new car jor.. (small local one lah) tongue.gif

Now lucky can get back all.. sweat.gif

This post has been edited by gark: Oct 9 2015, 11:07 AM
gark
post Oct 9 2015, 11:08 AM

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QUOTE(foofoosasa @ Oct 9 2015, 10:40 AM)
Time to average up now ?  tongue.gif since it is going up  hmm.gif

but the major downtrend still intake right  sweat.gif

ok I just average up a bit  tongue.gif
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Nah...not much meat left on the bone..

Armada tops is 1.10-1.20 Sk pet tops is 2.40-2.50 for now.. i think. wink.gif

This post has been edited by gark: Oct 9 2015, 11:11 AM
gark
post Oct 9 2015, 11:10 AM

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QUOTE(Boon3 @ Oct 9 2015, 10:36 AM)
I no hear....

tongue.gif
Psssstt...... See why I.no like average down?
Surely there's a smarter way to buy..... whistling.gif
*
Yayaya .. learn my lesson..

And kena rotan many times from Ah Boon.. cry.gif cry.gif cry.gif
gark
post Oct 9 2015, 11:12 AM

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QUOTE(foofoosasa @ Oct 9 2015, 10:25 AM)
Personally think la, Oil, natural and CPO etc is the main driver.

Political reason probably made up 10-20% of the weakness. I see Australian dollar, Russian Rubbles, and many commodity and energy currency have huge depreciation too. But somehow I see many using this news to goreng/ spread rumour for their own political and financial benefit.

Of course if jib gor have involved in so many scandal like 1MBD, people then can make big the stories. so end up whose fault? Jib Gor  tongue.gif  tongue.gif  rclxms.gif  brows.gif
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Do not mistake this.. it is the WEAKENING of USD NOT the strength of RM.. looky graph below.

user posted image
gark
post Oct 9 2015, 01:59 PM

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QUOTE(Pink Spider @ Oct 9 2015, 01:11 PM)
Nothing to buy ah Unker gark sad.gif

Just sold Hovid, felt that TPPA won't be good for local pharma players sad.gif

HLBank also sold and took profit, 2 buckets beer in 1 week, better than KFC blush.gif

Looking at...HLInd... hmm.gif
It has stakes in Yamaha Vietnam...their roads are ruled by bikes sweat.gif
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I view TPPA is very good for super generic pharma players.. in fact I am looking at pharma stock now.. in both KLSE and IDX

1. Cheaper cost of production vs US counterparts even as trade barriers removed
2. Patent protection for drugs is reduced from 12 years to 7 years, generic drugs will have a massive boost
3. US drug companies NEED to sell at higher margin to recover investment cost as patent period is reduced, hence thats is why local newspaper report 'Branded' drugs are likely to increase in price
4. Cons also is that Big pharma can use 'evergreen' tactics to keep the parent rolling...
5. Only affect 'biologic drugs' which previously have no protection...

http://www.vox.com/2015/10/5/9454511/tpp-cost-medicine

This post has been edited by gark: Oct 9 2015, 02:10 PM
gark
post Oct 9 2015, 01:59 PM

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QUOTE(Boon3 @ Oct 9 2015, 01:50 PM)
Just remembered....
You actually could have exited around 2.90 during its first been big rebound...
You would have gotten at least 30℅ profit, yes?
tongue.gif
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Yes.. but greedy.. want to target > RM 3.. tongue.gif

And forgotten all about 'cut profit' .. doh.gif

This post has been edited by gark: Oct 9 2015, 02:00 PM
gark
post Oct 9 2015, 02:01 PM

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QUOTE(Pink Spider @ Oct 9 2015, 01:11 PM)
Nothing to buy ah Unker gark sad.gif

Just sold Hovid, felt that TPPA won't be good for local pharma players sad.gif

HLBank also sold and took profit, 2 buckets beer in 1 week, better than KFC blush.gif

Looking at...HLInd... hmm.gif
It has stakes in Yamaha Vietnam...their roads are ruled by bikes sweat.gif
*
Just read you dispose HL Bank...

Ini long term investor ka short term trader? hmm.gif
gark
post Oct 9 2015, 02:11 PM

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QUOTE(Pink Spider @ Oct 9 2015, 02:08 PM)
Cos of the 1-for-6 Rights Issue...

I only got 3 lots...later I end up with 50 shares...odd lot doh.gif
And no enough bullet to buy another 3 lots... blush.gif
Better sell before the Rights... tongue.gif
But I looking for re-entry...if drop below 13 rolleyes.gif

U sure about your analysis of the pharma sector? hmm.gif
*
Gotta read up more.. no one is really sure of the impact until the impact hits.. rolleyes.gif

As long as they are not producing very complex drugs .. should be ok geh.

This post has been edited by gark: Oct 9 2015, 02:11 PM
gark
post Oct 9 2015, 02:13 PM

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QUOTE(Pink Spider @ Oct 9 2015, 02:11 PM)
I tot when no trade barriers...

Foreign drugs can come in...cheaper...

It will open up competition...

Read this:
http://www.themalaysianinsider.com/malaysi...s-in-tpp-say-an
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Foreign generics.. not foreign patented drugs.. wink.gif

A few other sources is saying more expensive drugs..



This post has been edited by gark: Oct 9 2015, 02:15 PM
gark
post Oct 9 2015, 02:20 PM

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QUOTE(Pink Spider @ Oct 9 2015, 02:11 PM)
I tot when no trade barriers...

Foreign drugs can come in...cheaper...

It will open up competition...

Read this:
http://www.themalaysianinsider.com/malaysi...s-in-tpp-say-an

Gomen may be ready to protect GLC/crony firms like CCMDBIO...
But Mr Ho? Nah...gomen say u berdikari lar yawn.gif
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According to the link.. it is correct for biologics - eg stem cell, dna treatment, hormone etc but it does not affect drugs that is manufactured with chemical process.

previously there is 0 patent for biologics and 12 years for drugs, now it becomes 8 years for both.

So got positive and negative.. rolleyes.gif

QUOTE
Drugs versus Biologics

A biologic is manufactured in a living system such as a microorganism, or plant or animal cells. Most biologics are very large, complex molecules or mixtures of molecules. Many biologics are produced using recombinant DNA technology.

A drug is typically manufactured through chemical synthesis, which means that it is made by combining specific chemical ingredients in an ordered process.

Drugs generally have well-defined chemical structures, and a finished drug can usually be analyzed to determine all its various components. By contrast it is difficult, and sometimes impossible, to characterize a complex biologic by testing methods available in the laboratory, and some of the components of a finished biologic may be unknown.


Ho Yan Hor is a biologics... so is almost all Chinese medicines icon_idea.gif

This post has been edited by gark: Oct 9 2015, 02:23 PM
gark
post Oct 9 2015, 02:27 PM

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QUOTE(Pink Spider @ Oct 9 2015, 02:23 PM)
shocking.gif

Unker ni...macam satu encyclopaedia... notworthy.gif
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TPPA will boost rubber products and refined palm oil sales.. all trade barriers removed too.. brows.gif brows.gif brows.gif
gark
post Oct 9 2015, 02:31 PM

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QUOTE(Pink Spider @ Oct 9 2015, 02:29 PM)
If talk like this... hmm.gif

Logistics also a BUY brows.gif
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Apa logistics? No connection lah yor? rclxub.gif

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