thanks! that's good, can consider to diversify some yield stocks into singapore stocks.

it's not malls problem, it's overall property problem. Property is simply oversupplied!
thing is, those retail business in the street will eventually all have to move into malls in order to make a profit. That's the trend I'm seeing. In street, we may eventually only see in market form, such as night markets, or day market. I believe the country is moving towards this direction, same as other more advance economy.

One of the oldest "rules" on Wall Street is "Sell in May and Buy in Oct" ?

Cash is king now and be patience in analyzing for value stocks in long term holding.

here:
https://forum.lowyat.net/topic/2504121/+1720#bottom
http://reitdata.com/


retailers moving to malls... possibly with dry goods, consumer durables.

food... ya, tier 1 malls, no shortage of people spending rm50 for a meal.
but i see so many of them close shop after a yr or 2 in lower tier malls.
same for restaurants and kopitiam types in typical shoplots too.
but... i see chapfan, malay mixed rice and mamak shops doing pretty well - everyone's looking for a rm5-6 meal!
i actually worry that kind of meal will becomes rm10 within the next year.
where will the people go to eat?

yaya. i hv been running places and see that usually younger pups r patronising high end malls in fashion, but i somehow feel that most r feeling tight now. haha, my nieceshave been borrowing money from me to pay for car deposits, card repayments etc etc.... i still believe that towards lower cost foods and expense items, including ME ! sigh sigh ....

ya. if how TTB said in recent investor days talk is going for real, Malaysia is on the road to downgrading economy instead of upgrading for most emerging economy because of corruption. This will be very sad for us in the next 10 years. Malaysians will need to go India, Indonesia or Philippines to work because our currency is too depressing and jobs are hard to be found. Only if our economy is progressing positively, we will be able to achieve what I mentioned above, that is, becoming a "mall country" mainly because of heat of weather.

God bless us, fight corruption.

looks like bear tonite.

dow - 1xx
europe -1.5-2%
crude 44.80

btw, rm is now 4.42, how low will it go?


still, utterly confused whether to buy and buy what!

confused, better don't make a move.

just finished reading some top financial houses analysts comment on rm....

rm will remain sluggish (actually they were trying to say 'declining' or weak) due to ...

potential fed dec hike
weakening china economy
declining prices in crude n palm oil
unpredictable local political arena

which of the above will reverse the direction to push rm? i doubt it ...

damn gloomy weather around trhese days

just broke last week downtrend support. im seeing faster bearish trend in this week. support area 16100-ish...

ya...TA looks bad....breaking downwards....

Dow touched 16120 lol. next support 16000

You know, I felt only last 2 maybe internal factors but should not have cause the ringgit to slump like this unless
Malaysians also dumping Ringgit.

This post has been edited by danmooncake: Sep 28 2015, 10:46 PM

Dan is right, MD and partner of BCG Chin only just said that local scenes were NOT the main causes, even the billions outflow of funds amounted to only 0.3%, but it was the china factor that brings quake to rm. they dont see rm to rebound or has any strength for a while ...2016? palm oil rebounded today (1 day), and expected to hit 2400 year end ... sigh .... meaning no strength!

This post has been edited by mikehwy: Sep 28 2015, 10:52 PM

ordinary malaysians may be dumping tens of thousands.

such a drastic fall can only be due to the richest ones dumping tens of millions.

plus foreigners dumping tens or hundreds of millions in mgs as can be seen by the gradual rise in yield lately, 4.37% today.
http://www.bnm.gov.my/index.php?tpl=govtsecuritiesyield

this is only to be expected with bijan chronicles getting more exotic by the day.

crude seems to be resilient at 45 (nymex). it has been climbing up after hitting 44.50 and revert back to 45+. so, are the hedge funds correct, by bettting on uptrend? i thot of following but seeing the global econ factors, i simply dare not. wonder how do they see crude in uptrend movement?

wow, even short term yield (3-5 yrs) touching 3.9! that is realy good. really great looks like a good safe heaven for rich people.

This post has been edited by mikehwy: Sep 28 2015, 11:00 PM

these mgs are mainly taken up by local funds incl epf, tabung, and foreigners.

foreigners hold 47% as of last week.

i am short.

Opps...going <45 nymex