Share buyback from LIENHOE...what's the price ya? Today up >10%
STOCK MARKET DISCUSSION V150
STOCK MARKET DISCUSSION V150
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Apr 5 2017, 05:07 PM
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Senior Member
1,514 posts Joined: Jan 2003 From: Earth |
Share buyback from LIENHOE...what's the price ya? Today up >10%
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Apr 5 2017, 06:18 PM
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Senior Member
2,955 posts Joined: Sep 2009 |
QUOTE(Pink Spider @ Apr 5 2017, 02:56 PM) Maybe his like wine. The older he gets, the better he becomes QUOTE(djhenry91 @ Apr 5 2017, 02:59 PM) MBSB ? Bit scared of that institution, later theres going to be another merger talk that's going to be shelved |
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Apr 5 2017, 06:27 PM
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#1343
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Senior Member
6,779 posts Joined: Jan 2009 From: SEGI Heaven |
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Apr 5 2017, 07:12 PM
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Junior Member
463 posts Joined: Nov 2007 |
why not buying BURSA since everyone goes into market to goreng goreng.
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Apr 5 2017, 07:24 PM
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#1345
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Senior Member
6,779 posts Joined: Jan 2009 From: SEGI Heaven |
now buy ar? but this year start to bull liao wor..if last year buy thn ok la..sure huat till 2018
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Apr 5 2017, 11:56 PM
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#1346
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Senior Member
970 posts Joined: Jul 2016 |
there are more interest in the market now, the volumes/price are picking up. i'd say it is time to unload my stocks, esp those which usually have low volumes..
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Apr 6 2017, 05:12 PM
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Senior Member
1,770 posts Joined: Dec 2010 From: ~Where White Knights in Shining Armour Unite~ |
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Apr 6 2017, 06:09 PM
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#1348
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Senior Member
6,779 posts Joined: Jan 2009 From: SEGI Heaven |
duno..i tengok SERBADK and DNEX show
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Apr 6 2017, 06:29 PM
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Senior Member
2,649 posts Joined: Nov 2010 |
monitor frontkn 0128 and karyon 0054
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Apr 6 2017, 10:02 PM
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Senior Member
5,523 posts Joined: Aug 2011 |
In the days of exuberance as we have witnessed since Christmas Day 2016...what becomes of the market when fear overtakes?
Is there any of you here who proclaim to be disciples of the Graham-and-Dodds concept of value investing? Would such a strategy work in Malaysia? I feel excited and fearful for when the eventual crash comes. Excited cause it will finally reward those who took the trouble to find undervalued stocks, but fearful cause...what if I am not a value investor as I think myself of? So far my measly 4 stock portfolio is up 17% from Jan 3 to today (returns between 8% and 28% for all four stocks) exclusive of fees. I don't know if is it because I made good choices or if it is just being swept up by the market current. |
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Apr 7 2017, 08:34 AM
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Senior Member
1,444 posts Joined: Aug 2014 |
QUOTE(contestchris @ Apr 6 2017, 11:02 PM) In the days of exuberance as we have witnessed since Christmas Day 2016...what becomes of the market when fear overtakes? you should know the profile of your stocks right?Is there any of you here who proclaim to be disciples of the Graham-and-Dodds concept of value investing? Would such a strategy work in Malaysia? I feel excited and fearful for when the eventual crash comes. Excited cause it will finally reward those who took the trouble to find undervalued stocks, but fearful cause...what if I am not a value investor as I think myself of? So far my measly 4 stock portfolio is up 17% from Jan 3 to today (returns between 8% and 28% for all four stocks) exclusive of fees. I don't know if is it because I made good choices or if it is just being swept up by the market current. ie is the current valuation of the stocks valid or a balloon valuation |
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Apr 7 2017, 08:22 PM
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All Stars
23,851 posts Joined: Dec 2006 |
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Apr 7 2017, 09:25 PM
Show posts by this member only | IPv6 | Post
#1353
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Senior Member
6,779 posts Joined: Jan 2009 From: SEGI Heaven |
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Apr 7 2017, 10:59 PM
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Senior Member
5,523 posts Joined: Aug 2011 |
Just wondering, is there a website that compiles research reports from all the major IBs/brokers in Malaysia other than i3Investor? Cause there they don't have Maybank, CIMB, RHB and AmSecurities. Very leceh log in one by one to those website and see the research reports. Always good to read for the qualitative analysis, the numbers all mostly BS.
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Apr 7 2017, 11:01 PM
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#1355
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Senior Member
6,779 posts Joined: Jan 2009 From: SEGI Heaven |
QUOTE(contestchris @ Apr 7 2017, 10:59 PM) Just wondering, is there a website that compiles research reports from all the major IBs/brokers in Malaysia other than i3Investor? Cause there they don't have Maybank, CIMB, RHB and AmSecurities. Very leceh log in one by one to those website and see the research reports. Always good to read for the qualitative analysis, the numbers all mostly BS. if CIMB,dont baca those company write up..waste ur time je..go read about economic update and malaysia strategy..statistic and so on.. no one willing download research and upload it to i3 investor |
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Apr 8 2017, 12:50 AM
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Senior Member
1,352 posts Joined: Dec 2008 From: Tatooine |
PIE and WCT
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Apr 8 2017, 12:16 PM
Show posts by this member only | IPv6 | Post
#1357
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Senior Member
6,779 posts Joined: Jan 2009 From: SEGI Heaven |
talking about PIE..
i forgot which blogger talking about PIE look attractive |
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Apr 8 2017, 12:18 PM
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Senior Member
5,523 posts Joined: Aug 2011 |
Guys, we might be facing an issue now. At end of Dec 2016 FBMSCAP was at 14,750. Now it is at 17,500. A rise of 18.5% in about 3 months.
FBM KLCI has only risen about 6% in all these months. FBM KLCI has not much room to run cause the component stocks don't have any major chance to improve earnings like the small and mid cap companies do. Another issue is if you look at the liquid assets of most Malaysian fund managers there is lots of spare cash lying around (~20% in cash, much higher than historical norms). We might be headed into a bubble soon. I think that bubble could well pop at KLCI 18,000/FBMSCAP 19,200 levels. Just be careful is what I'm saying. Look out for undervalued stocks that could rise even when the markets turn. The first real test will come when Q1 reports are released. Perhaps starting with Tenaga even though it will only be till Feb. If the earnings are above expectations expect the rally to continue another three months. |
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Apr 8 2017, 02:01 PM
Show posts by this member only | IPv6 | Post
#1359
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Senior Member
6,779 posts Joined: Jan 2009 From: SEGI Heaven |
QUOTE(contestchris @ Apr 8 2017, 12:18 PM) Guys, we might be facing an issue now. At end of Dec 2016 FBMSCAP was at 14,750. Now it is at 17,500. A rise of 18.5% in about 3 months. hmm..ada fact or whatever is to support ur mention issue?? FBM KLCI has only risen about 6% in all these months. FBM KLCI has not much room to run cause the component stocks don't have any major chance to improve earnings like the small and mid cap companies do. Another issue is if you look at the liquid assets of most Malaysian fund managers there is lots of spare cash lying around (~20% in cash, much higher than historical norms). We might be headed into a bubble soon. I think that bubble could well pop at KLCI 18,000/FBMSCAP 19,200 levels. Just be careful is what I'm saying. Look out for undervalued stocks that could rise even when the markets turn. The first real test will come when Q1 reports are released. Perhaps starting with Tenaga even though it will only be till Feb. If the earnings are above expectations expect the rally to continue another three months. |
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Apr 8 2017, 02:17 PM
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Senior Member
5,523 posts Joined: Aug 2011 |
QUOTE(djhenry91 @ Apr 8 2017, 02:01 PM) Read from Maybank and Kenanga reports. Also, just look at the historical FBMSCAP graph lah. https://www.shareinvestor.com/fundamental/f...ounter=0864I.MYAnd I am NOT saying it will happen. Just saying, it could happen, and if so, be prepared for it. Anything that rises quickly, can fall just as quickly if the fundamentals aren't sound. This post has been edited by contestchris: Apr 8 2017, 02:17 PM |
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