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 Investors Club V9, Previously known as Traders Kopitiam

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gark
post Mar 7 2017, 10:28 PM

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QUOTE(holybo @ Mar 7 2017, 10:26 PM)
currently i have 13 stocks in hand now, overbought during last downturn.. wish to reduce to 8 stocks..
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13 still ok la.. unless you rojak everything one.. tongue.gif
gark
post Mar 7 2017, 10:29 PM

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QUOTE(Pink Spider @ Mar 7 2017, 03:00 PM)
I wouldn't sell Nestle if I were u. Keep for your anak and cucu.
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Then why u sell urs? No need keep for anak cucu ah? tongue.gif
gark
post Mar 7 2017, 10:35 PM

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QUOTE(holybo @ Mar 7 2017, 10:33 PM)
need your help to recommends stocks in HKSE, my HK account interest super low  shakehead.gif
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Walau so advanced already ah... Got HK account..

I havent buy any HK stock yet.. bo time to search.
gark
post Mar 8 2017, 10:53 AM

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QUOTE(Pink Spider @ Mar 8 2017, 09:27 AM)
So unker, my portfolio ada satu style je or rojak? blush.gif
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Semi rojak lah.. got divvy growth, got income.. tongue.gif
gark
post Mar 8 2017, 11:19 AM

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QUOTE(Pink Spider @ Mar 8 2017, 11:00 AM)
After I dumped Karex and JTiasa, basically all also got some divvy. tongue.gif

So, which is divvy growth? Tunjuk ajar ku, sifu... blush.gif
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Divvy growth is stocks that both grow their dividend AND profit over time. Usually more establish slow growers.. tongue.gif
gark
post Mar 8 2017, 11:28 AM

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QUOTE(Pink Spider @ Mar 8 2017, 11:23 AM)
AIRASIA | HLIND | IGBREIT | MATRIX | MQREIT | PADINI | TAANN | TENAGA | TNLOGIS

The red ones? hmm.gif
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You sendiri define ler.. lazy to check those stocks.. tongue.gif
gark
post Mar 8 2017, 11:29 AM

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QUOTE(Pink Spider @ Mar 8 2017, 11:28 AM)
Usually ANALyst TPs are for 12-months period.

But, some may take eternity laugh.gif
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Analyst views have to take with a bit LOT of salt.. whistling.gif

This post has been edited by gark: Mar 8 2017, 11:29 AM
gark
post Mar 8 2017, 11:30 AM

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QUOTE(Pink Spider @ Mar 8 2017, 11:29 AM)
Those are the ones that growing profits and divvy. biggrin.gif
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Then yes lor..

You got income stocks...

except one odd one speculative stock.. brows.gif
gark
post Mar 8 2017, 03:45 PM

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Foofoo, good news for your oil stocks.. last time EIA says world awash in oil and cannot see price going up anytime soon, now changing story jor... give warning pulak.. laugh.gif laugh.gif

QUOTE
The International Energy Agency (IEA) in its latest five-year oil market forecast has warned global oil supply could struggle to keep pace with demand after 2020, risking a sharp increase in prices, unless new projects are approved soon.

Oil 2017 — the IEA’s market analysis and forecast report previously known as the Medium-Term Oil Market Report — released March 6, said the global picture appeared comfortable for the next three years, but supply growth slows considerably after that.

The IEA said in the next few years, oil supply is foreseen to grow in the United States, Canada, Brazil and elsewhere, but this growth could stall by 2020, if the record two-year investment slump of 2015 and 2016 is not reversed. It said while investments in the US shale play are picking up strongly, early indications of global spending for 2017 were not encouraging.

The IEA said oil demand will rise in the next five years, passing the symbolic 100 mb/d (million barrels per day) threshold in 2019 and reaching about 104 mb/d by 2022.

gark
post Mar 8 2017, 03:55 PM

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QUOTE(river.sand @ Mar 8 2017, 03:50 PM)
IEA also said by 2050, solar would be largest source of electricity.
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Solar will be largely replacing coal and natural gas... oil for electricity has been phased out long ago.

Last time worry about electrical cars, now got trump, already cabut all the incentives for electric car.. rclxms.gif rclxms.gif
gark
post Mar 8 2017, 06:39 PM

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QUOTE(holybo @ Mar 8 2017, 06:32 PM)
malaysia's electricity still use alot of fossil fuel...  whistling.gif
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Mostly coal and gas... manada use oil unless SEB in sabah only..that one also in jungle nia.. tongue.gif

This post has been edited by gark: Mar 8 2017, 06:39 PM
gark
post Mar 8 2017, 06:40 PM

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QUOTE(Ramjade @ Mar 8 2017, 06:32 PM)
Again Malaysian kena again  doh.gif Dah la kena in SG, HK also want to kenakan Malysian.  doh.gif  sad.gif
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Even in Indon, malaysian open bank account need work permit. laugh.gif laugh.gif laugh.gif

This post has been edited by gark: Mar 8 2017, 06:40 PM
gark
post Mar 8 2017, 06:54 PM

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QUOTE(holybo @ Mar 8 2017, 06:44 PM)
last time use oil when the oil is cheap (many years back), then oil went up change to coal and gas.. still fossil fuel ma  tongue.gif

talking about solar power, many countries that have lesser sunny days use more solar power than malaysia
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Because of subsidies by the country.. like what Malaysia doing.. but not aggresive lar.

U want solar power company.. go see cypark bhd. tongue.gif

This post has been edited by gark: Mar 8 2017, 06:54 PM
gark
post Mar 10 2017, 12:42 PM

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QUOTE(Vanguard 2015 @ Mar 10 2017, 11:50 AM)
Lesson learned.

Kimlun was downgraded by Kenanga from outperform to market perform today with a TP price of RM2.27. This was after the analyst(s) attended a briefing by Kimlun yesterday and noted the demand gap for manufacturing orders. Kimlun's FY17-18E earnings was reduced by 16.9%.

I am selling off Kimlun and jumping to a better horse, KESM.  biggrin.gif  Minor loss. Mosquito bite only.

P/S: Doesn't this constitute as insider trading? I assume the analysts just came out from the meeting yesterday and start calling all their clients to sell Kimlun? The company update on Kimlun only came out this morning. TNS.
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Not insider trading if report/info out AFTER briefing..

You are more a trader now than investor.. tongue.gif
gark
post Mar 13 2017, 12:25 PM

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QUOTE(Pink Spider @ Mar 13 2017, 10:44 AM)
Err...look at my siggy? tongue.gif

AirAsia has biggest potential for catalyst-driven upside in 1-2 quarter's time (AAC sale)
TNLOGIS...u kena be patient and wait til 2018/19 (REIT listing)
HLIND...I think divvy coming soon, if can maintain or beat last year's...maybe ada upside?

P.S. - I'm no chartist, but I think AirAsia is good to rest RM3.00 breakout soon hmm.gif

Unker gark?
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AA is potential BIG re-rating on stock, depending on how much they can sell their leasing business.

If good bid/sale = rclxm9.gif

If poor bid/no sale = mega_shok.gif

You pick.. tongue.gif

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This post has been edited by gark: Mar 13 2017, 12:30 PM
gark
post Mar 13 2017, 01:31 PM

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QUOTE(Pink Spider @ Mar 13 2017, 01:21 PM)
Oil USD48 now rolleyes.gif
If my memory did not fail me, they hedge at USD60 hmm.gif

Ya, my memory tak fail  tongue.gif
http://klse.i3investor.com/servlets/ptres/39520.jsp
Talk so much cock still no sell, nanti Tony kena diao rclxs0.gif
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Hmm.. next Q.. will have derivative losses.. hmm.gif

Of course Tony want to sell.. BUT other people want to buy at Tony's asking price or not? tongue.gif
gark
post Mar 13 2017, 07:30 PM

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QUOTE(Pink Spider @ Mar 13 2017, 04:13 PM)
I dah sold Karex right before it dropped...my best timing ever thumbup.gif

U mean Yamaha Vietnam or Malaysia or both?
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Karex.. although revenue has been rising for some time.. but the net margin is in nosedive since mid 2016.

I am surprised that you held on for so long.. tongue.gif
gark
post Mar 13 2017, 07:32 PM

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QUOTE(Pink Spider @ Mar 13 2017, 04:22 PM)
But share of profit from associate i.e. Yamaha Vietnam also big chunk of Profit...go see?
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HLIND.. not bad lah.. rising revenue, rising margin..

But lately margin is trying to flatline.. sweat.gif
gark
post Mar 13 2017, 09:28 PM

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QUOTE(Pink Spider @ Mar 13 2017, 08:12 PM)
Quarterly notes say consumer products segment margins hurt by forex...but did not divulged much on whether its Yamaha M'sia or Guocera tiles grumble.gif

Lucky i dumped right before the slide sweat.gif
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Makes sense, ceramic is affected by raw materials import from china and deregulation of gas price.

Motor need to purchase some parts and royalty fee from japan, so will get hit by forex.
gark
post Mar 13 2017, 09:30 PM

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QUOTE(contestchris @ Mar 13 2017, 09:20 PM)
ES Ceramics is NOT a glove maker. It is a handformer maker, the only listed company of its kind. Think of handformers as the "mold" to make rubber products, mainly gloves but also balloon and other medical instruments.
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You see all the glovemaker all slow down expansion, who are they going to sell the handformer to?

Last 4 years no need to say, glove makers are expanding like no tomorrow, now the overcapacity is catching up to them.

Some more each handformer can last very long time, unless accidently broken.

The market set such low prices for a reason...wink.gif

This post has been edited by gark: Mar 13 2017, 09:33 PM

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