Investors Club V10, Previously known as Traders Kopitiam
|
|
 Sep 12 2017, 09:18 AM
Return to original view | Post
#1
|
 
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... 
|
QUOTE(lowya @ Sep 11 2017, 08:22 PM) these theme rotation game i have not fully understood how it actually works and where it all started and how long it's going to last, I was wondering if anyone like to share an idea how it come about? Hint: Study china and effect on commodity prices.   |
|
|
|
|
|
Sep 15 2017, 03:07 PM
Return to original view | Post
#2
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(ask_dino @ Sep 15 2017, 02:58 PM) I have 4400 shares at RM5.6k No need to pay the loss. You will just get back 1848 (minus brokerage) into your account.If I sell it now at RM1848, it will loss of RM3.7k gulp   I need to have RM3.7k to pay the loss right? |
|
|
Sep 21 2017, 05:41 PM
Return to original view | Post
#3
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(Vanguard 2015 @ Sep 21 2017, 04:21 PM) Lotte says small minor fire only wor, no impact on production. Fire on new expansion plant.. not on production plant. So production NOT affected.The expansion plant is schedule to run in Oct (fire during commissioning), now delay up to 3 months. Insurance cover the loss. Not much impact in my opinion... On other note, I have been to Titan for emergency briefing before..this is because ALL factories in PG Industrial estate near Titan (Now Lotte) need to adhere to siren warning and evacuate immediate from all premises in case of emergency. Emergency sirens are installed all over the vicinity. If Titan blows up, can take out the entire PG Industrial estate. This post has been edited by gark: Sep 21 2017, 05:47 PM |
|
|
Oct 26 2017, 05:40 PM
Return to original view | Post
#4
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(Vanguard 2015 @ Oct 26 2017, 04:10 PM) WTH. LC Titan dropping after QR was released. Not too good news...QUOTE Lotte Chemical Titan Holding Bhd (LCT) net profit for the third quarter ended Sept 30, 2017 fell to RM230.31 million from RM348.32 million a year earlier, due to lower sales volume and higher unit production cost. This post has been edited by gark: Oct 26 2017, 05:40 PM |
|
|
Oct 26 2017, 05:59 PM
Return to original view | Post
#5
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(Vanguard 2015 @ Oct 26 2017, 05:52 PM) Thanks Gark. I just read about this as well in the Star Online. Can't advice you on that.. you have to make the decision. Time to sell?  |
|
|
Nov 2 2017, 01:37 PM
Return to original view | Post
#6
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
Future is coming for these metals..
   This post has been edited by gark: Nov 2 2017, 01:42 PM |
|
|
|
|
|
Nov 2 2017, 03:19 PM
Return to original view | Post
#7
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(foofoosasa @ Nov 2 2017, 02:45 PM) mostly listed in Canada and Australia. Indonesia got 1..  Traded many times in out before.. good profits but must watch the metal chart like a hawk.. This post has been edited by gark: Nov 2 2017, 03:20 PM |
|
|
Nov 2 2017, 03:37 PM
Return to original view | Post
#8
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(foofoosasa @ Nov 2 2017, 03:35 PM) which particular metal? INCO.ID = Vale Indonesia formerly known as International Nickel Cobalt or Nickel  give some tips   Warning : LOSS MAKING COMPANY AH!!! <--- Disclaimer This post has been edited by gark: Nov 2 2017, 03:38 PM |
|
|
Nov 3 2017, 12:05 PM
Return to original view | Post
#9
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(lifelyms @ Nov 3 2017, 10:51 AM) Hihi , anyone can explain to me what is PR. Mean ? Saw new ASIABIO-PR listing this morning , is it okay to enter ? Those are preference rights.. if you dont know better not touch.It can expire if you do not or do not know how to subscribe.. once expired it will be worthless. This post has been edited by gark: Nov 3 2017, 12:06 PM |
|
|
Nov 3 2017, 03:05 PM
Return to original view | Post
#10
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(river.sand @ Nov 3 2017, 02:48 PM) Why not trade nickel futures instead? Don't like futures which is short term trading.. I prefer longer term holding... The demand for nickel is not gonna come until we have more electric cars which is at least 5-10 years from now.. |
|
|
Nov 13 2017, 10:41 AM
Return to original view | Post
#11
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(Vanguard 2015 @ Nov 13 2017, 10:01 AM) Gark, are you still holding Superln? Yes still holding.. why? |
|
|
Nov 13 2017, 11:36 AM
Return to original view | Post
#12
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(Avangelice @ Nov 13 2017, 11:09 AM) Anyways with the Ringgit recovering we can expect the cost of materials to come down. let's wait for next qr Hint : Look at NBR rubber prices.. That is 70%-80% of Superln production cost..  » Click to show Spoiler - click again to hide... « Cost of material in USD sales both in RM & USD.. This post has been edited by gark: Nov 13 2017, 11:42 AM |
|
|
Nov 13 2017, 03:38 PM
Return to original view | Post
#13
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(Avangelice @ Nov 13 2017, 11:42 AM) So what story does the chart tells you? |
|
|
|
|
|
Nov 13 2017, 03:46 PM
Return to original view | Post
#14
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(Avangelice @ Nov 13 2017, 03:42 PM) cheaper material cost, more profit, increase stock price. happy Vanguard. lol More importantly, on how material cost influenced last Q poor results..But then, if they have bought a LOT of materials during the high priced period, then may need a few Q to clear all the expensive stock. |
|
|
Nov 14 2017, 08:52 AM
Return to original view | Post
#15
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(juststayreal @ Nov 14 2017, 03:30 AM) I like your name, bro You can buy the Vanguard ETF in NYSE:Arca or HKSE.. Is there really no way to invest in Vanguard (the safest,best type) and whatnots in Malaysia? please advise ok.  This post has been edited by gark: Nov 14 2017, 08:52 AM |
|
|
Nov 14 2017, 09:50 AM
Return to original view | Post
#16
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
Sold some nestle at 9X.XX today..
Very delicious..  |
|
|
Nov 14 2017, 11:10 AM
Return to original view | Post
#17
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(Vanguard 2015 @ Nov 14 2017, 11:06 AM) Sifu Gark has already replied on my behalf. Alternatively you can have a look at the Managed Portfolio at Fundsupermart Malaysia. Found the reason for nestle spike..I am still holding Nestle. Unrealised gain at +22% because suddenly today Nestle spiked +5%.  MSCI Global Standard Indexes Addition: NESTLE PRESS METAL ALUMINIUM SP SETIA Included in MSCI world index.. so all 'fun' managers have to buy .. no choice for them, and the stock is illiquid.  This post has been edited by gark: Nov 14 2017, 11:10 AM |
|
|
Nov 15 2017, 08:38 AM
Return to original view | IPv6 | Post
#18
|
|
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
|
QUOTE(CP88 @ Nov 15 2017, 01:39 AM) Seems like you still have a lorry to sell. Planning to buy back at 8X.XX kikiki extra dividend.. |
|
Topic ClosedOptions
|
| Change to: |  0.0234sec
 0.31
 7 queries
 GZIP Disabled
Time is now: 7th December 2025 - 09:36 PM |
Quote