QUOTE(Pink Spider @ Dec 30 2015, 09:56 AM)
Uncle Koon yy ada dalam tadak takut tadak seluar dalam Haha Investors Club V9, Previously known as Traders Kopitiam
Investors Club V9, Previously known as Traders Kopitiam
|
|
Dec 30 2015, 10:00 AM
|
![]() ![]() ![]() ![]() ![]()
Senior Member
896 posts Joined: Jan 2003 From: Ampang |
|
|
|
|
|
|
Dec 30 2015, 10:02 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
|
|
|
Dec 30 2015, 10:15 AM
|
![]() ![]() ![]() ![]() ![]()
Senior Member
820 posts Joined: Mar 2014 |
QUOTE(Pink Spider @ Dec 30 2015, 10:02 AM) KYY mentioned himself that he is holding.Unker Koon Bee wana ownz 2016 like a boss~ Btw, I thought you were interested in UOAD and Matrix. How come change mind and masuk Chinwel? |
|
|
Dec 30 2015, 10:22 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(TC-Titan @ Dec 30 2015, 10:15 AM) KYY mentioned himself that he is holding. Belum masuk lar, just considering. UOADEV have always been on my radar.Unker Koon Bee wana ownz 2016 like a boss~ Btw, I thought you were interested in UOAD and Matrix. How come change mind and masuk Chinwel? But hor...property counter...really a bit scared |
|
|
Dec 30 2015, 10:35 AM
|
![]() ![]() ![]() ![]() ![]()
Senior Member
820 posts Joined: Mar 2014 |
QUOTE(Pink Spider @ Dec 30 2015, 10:22 AM) Belum masuk lar, just considering. UOADEV have always been on my radar. Yeah, must diversify. Cannot put all telur in one industry.But hor...property counter...really a bit scared UOADev is a good stock, but too bad I didn't invest when it was down a couple of times. Overall, mgmt, finance, sales and leasing are good. PS: There is more projects to come for Bangsar South area and elsewhere. If I recall correctly, EPF also raised their stake. I was looking at Matrix last time. Same people running KMLoong. They know their stuff well. |
|
|
Dec 30 2015, 10:48 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(TC-Titan @ Dec 30 2015, 10:35 AM) Yeah, must diversify. Cannot put all telur in one industry. Yeah, UOA management team really can be trusted. I was considering to dump all or part of UOAREIT and switch to UOADEV, which incidentally also holds significant % of UOAREIT.UOADev is a good stock, but too bad I didn't invest when it was down a couple of times. Overall, mgmt, finance, sales and leasing are good. PS: There is more projects to come for Bangsar South area and elsewhere. If I recall correctly, EPF also raised their stake. I was looking at Matrix last time. Same people running KMLoong. They know their stuff well. |
|
|
|
|
|
Dec 30 2015, 11:04 AM
|
![]() ![]() ![]() ![]() ![]()
Senior Member
820 posts Joined: Mar 2014 |
QUOTE(Pink Spider @ Dec 30 2015, 10:48 AM) Yeah, UOA management team really can be trusted. I was considering to dump all or part of UOAREIT and switch to UOADEV, which incidentally also holds significant % of UOAREIT. If you had invested in UOAD, would you have opt to received your dividends in cash or to be reinvested in their shares?I know some people who bought a lot of UOAD shares and opt for the latter. |
|
|
Dec 30 2015, 11:05 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(TC-Titan @ Dec 30 2015, 11:04 AM) If you had invested in UOAD, would you have opt to received your dividends in cash or to be reinvested in their shares? I've never opted for DRIP. Unless my holding so big that I won't end up with odd lots I know some people who bought a lot of UOAD shares and opt for the latter. |
|
|
Dec 30 2015, 12:04 PM
|
![]() ![]() ![]() ![]() ![]()
Senior Member
820 posts Joined: Mar 2014 |
Unker Fred Tam forecasted based on his charts... that USD will continue to fly up versus MYR and O&G price per barrel will go down further. So assuming... the above still maintains throughout 2016, then I guess the Export theme will continue to rock on
But, what are the odds for a black swan effect or a even Murphy's law to happen somewhere along the year. |
|
|
Dec 30 2015, 12:37 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
All Stars
15,942 posts Joined: Jun 2008 |
|
|
|
Dec 31 2015, 12:33 AM
|
![]() ![]() ![]() ![]() ![]()
Senior Member
896 posts Joined: Jan 2003 From: Ampang |
QUOTE(Boon3 @ Dec 30 2015, 12:37 PM) i not counted meh http://www.theedgemarkets.com/my/article/r...s-midf-research also i just noticed CCB today. earnings in the last 2Q were good but current price/PE still abit low. this one you think can touch? haha This post has been edited by cooldownguy86: Dec 31 2015, 12:40 AM |
|
|
Dec 31 2015, 09:42 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
All Stars
15,942 posts Joined: Jun 2008 |
QUOTE(cooldownguy86 @ Dec 31 2015, 12:33 AM) i not counted meh http://www.theedgemarkets.com/my/article/r...s-midf-research also i just noticed CCB today. earnings in the last 2Q were good but current price/PE still abit low. this one you think can touch? haha Nah.... I just think it's just normal stock action. and in regards to the ringgit... I had always feel that it's the weakness of the ringgit rather than the strength of the USD as the main issue. If the ringgit fundamental was good, I reckon with the weakness of the oil and the commodities, we should at worst, trade around 3.70-3.80 region..... CCB? Not comfortable with its business (though I have to say that their Mercs are selling relatively hot but then come 2016, the new models will be out and it should be carrying higher prices (point to note is Honda has already announced its new price list for 2016 and the prices are already higher), so if you would to access the risk involved, you should probably need to address the possible price hike and the impact on the buyers ) And I would pay attention to the MAA Monthly Vehicle Sales Data. ps: don't try to play every single stock my friend. ps: for example, if you had stick to just one (like rubber) .... don't you think it would be more than enough? why bother screwing so many when the one and only one is more than enough? |
|
|
Dec 31 2015, 09:48 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
All Stars
15,942 posts Joined: Jun 2008 |
ps: the stock chart looks bouncy.....
38 should not be an issue.... |
|
|
|
|
|
Dec 31 2015, 10:08 AM
|
![]() ![]() ![]() ![]() ![]()
Senior Member
896 posts Joined: Jan 2003 From: Ampang |
QUOTE(Boon3 @ Dec 31 2015, 09:42 AM) Nah.... I just think it's just normal stock action. and in regards to the ringgit... I had always feel that it's the weakness of the ringgit rather than the strength of the USD as the main issue. If the ringgit fundamental was good, I reckon with the weakness of the oil and the commodities, we should at worst, trade around 3.70-3.80 region..... CCB? Not comfortable with its business (though I have to say that their Mercs are selling relatively hot but then come 2016, the new models will be out and it should be carrying higher prices (point to note is Honda has already announced its new price list for 2016 and the prices are already higher), so if you would to access the risk involved, you should probably need to address the possible price hike and the impact on the buyers ) And I would pay attention to the MAA Monthly Vehicle Sales Data. ps: don't try to play every single stock my friend. ps: for example, if you had stick to just one (like rubber) .... don't you think it would be more than enough? why bother screwing so many when the one and only one is more than enough? Rubber is good but I have doubts on the remaining upside. My current sensing is 20-30% more. But for this ccb is 70% IF market wld continue to values it solely based on the next 1-2q performance |
|
|
Dec 31 2015, 10:27 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
KYY buying Xing Quan
|
|
|
Dec 31 2015, 11:43 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
All Stars
15,942 posts Joined: Jun 2008 |
QUOTE(cooldownguy86 @ Dec 31 2015, 10:08 AM) Haha the fundamentals and potential Upside is more tempting. Of coz there's concern on weakening customer sentiment but the target segment is the upper middle class and so far past few months sales has been quite consistent. Ah yes, the sales is good and if not mistaken, I feel that the main reason is that they did not raise price and in fact, discounts were huge, more so this month. represents year end, which means thet need to clear all the current year models. Rubber is good but I have doubts on the remaining upside. My current sensing is 20-30% more. But for this ccb is 70% IF market wld continue to values it solely based on the next 1-2q performance This is why the sales are generally good and I won't be a bit surprise if cars like Mercs and Beemers outperform again. And yes CCB's next numbers should be good. Moving ahead, come 2016. It's all new models and all the models would see peice increase cos they have to factor in the higher Euro..... Anyways..... Good luck and Happy New Year!!!! |
|
|
Dec 31 2015, 02:05 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
All Stars
15,942 posts Joined: Jun 2008 |
Point about rubber...
Remember my main trading.... The big money is in the waiting... You wait to buy ... You wait to sell.... In the middle.....you wait. Anyways... Point is... It was about 7.80 or less.... When we talked about it..... Look at it now.... That's my point.... You don't need to keep switching stocks...... |
|
|
Dec 31 2015, 02:47 PM
|
![]() ![]() ![]() ![]() ![]()
Senior Member
896 posts Joined: Jan 2003 From: Ampang |
QUOTE(Boon3 @ Dec 31 2015, 02:05 PM) Point about rubber... Agree but now it's abit too late. Only if I've listened back at 7.80 Haha. I'm actually inspired to search of the next bag liao hehe Remember my main trading.... The big money is in the waiting... You wait to buy ... You wait to sell.... In the middle.....you wait. Anyways... Point is... It was about 7.80 or less.... When we talked about it..... Look at it now.... That's my point.... You don't need to keep switching stocks...... Ps: I also think eg industries punya numbers got potential This post has been edited by cooldownguy86: Dec 31 2015, 03:21 PM |
|
|
Dec 31 2015, 03:19 PM
Show posts by this member only | IPv6 | Post
#519
|
|
Elite
4,420 posts Joined: Jan 2003 |
My noob guess... Talking about topglov
|
|
|
Dec 31 2015, 03:52 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
I think Padini boom story ended
|
|
Topic ClosedOptions
|
| Change to: | 0.0183sec
0.46
6 queries
GZIP Disabled
Time is now: 28th November 2025 - 06:20 PM |