Oil ... how opec is winning against US shale..

psssssst... SGX REIT dividend 0% tax.. 

Hoiiiii.....

Stay focus la.

How many stocks you mau screw at one go?


Past 2 months...
You hot hand la....
Up now....errr...30%?

No siput siput laaaa.....

if 10%....
it means you are leaving a LOT of $$$ on the table......
if you don't mind me saying....
I see you enjoy analyzing companies..... a lot of companies...
This is good but the bottom line is making money....

how do you think you can improve?

Don't so ham sap.
Love one at a time....
don't so flower flower  ...............
Remember the saying...
The big money is in the waiting....
compare it ........
see?


5 sectors?
Maybe a bit too much.... I think.... 
Choose the stronger 2....

u think can help?

using sma stuff has a lot of weakness.
in your case.. the stock, doesn't fall down exactly to your targeted sma prices...
and sometimes... on the other hand... some rely and expect to see support at their targeted sma levels... but some how, shit happens and the stock falls right thru......

you agree?

what it falls way below?
and in the wake of profit reports...
you would then start questioning yourself....
what if the 'selldown' is caused by insiders ....
and what if the insiders are selling caused they got wind of a unexpected poor quarter?
oh ya... you do know that I can make mistakes (esp my fundamentals)........

First Resources...

For those curious what is JSMR.ID ... 

Not a buy call ah! 

http://www.jasamarga.com/dok_presentations...H2015%20REV.pdf

Like you say mah.. iron rice bowl plus 2 digit CAGR for past 10 years..

At first I am hesitant to buy at PE 28.. but then i see that they have so many upcoming toll roads under construction, (7 additional ones) including the all important parts of Trans Java Highway. then I think the future growth might worth the PE..

The trans java highway will be indispensable like the north south highway.. connecting 900 km distance from the 2nd largest city to the capital, which trucking used to take 3 days to arrive via very overcrowded trunk roads. 

The latest Q report is due to drop in constructing revenue and higher interest cost for the financing of the new highways. 

.... shit.... probably spamming again...... 
Ah Tin Man - the old flame... breaking out today... 






....    ..... do I even know how to trade it? 

U need to see which part of the supply chain those companies are... hence the reason for the margin difference.
Pmetal focuses more on upstream. for extrusions quite minimal.

Next, to see which which gives u the highest and fastest probability for capital appreciation and decent dividend yield. As I said, only Pmetal is in the limelight. But does that mean the others are bad?

There is a difference in mgmt style. Pmetal is VERY aggressive and upper mgmt don't mind losing sleep being geared 100% above (better pray no more api ... ). LB and gang are prudent, conservative and are still growing their business at a moderate pace.

U need to be mindful of:
a. USD rate for imports and exports
b. LME price + premium to their cost
c. Growth for construction in MY and overseas
d. Impact of China's supplies versus the world
e. Impact of bigger companies like ALCOA, GLENCORE versus other aluminium companies
f. Competitive advantage (ps: im sure u can figure Pmetal's key advantage versus the rest).

But as Unker Boon, like to say.... keep it simple~ so lai tembak darts on the stock now and learn to trade hahaha~!

PSS: I don't have Pmetal shares but have been monitoring and planning to buy like 4everrrrr~

Armada up so much, no one talk ar? 

guess pm;y uncle gark holding here

See only meh?

Lori rosak ah?

Hehe...don't worry... I also watch only.