Yes, I agree with you.

With high inflation and high building material costs, investing in Far East share markets is never been easy.

And yet this fund is sector specific that requires high capital expenditures, normally taking longer time to break even for new projects, like the case of 3 or 3.5G.

It is my personal opinion that the timing is not very right ( though not right to time the market ) , taking longer period to see the real results. And as you say, it could be very profitable too in good times.

This post has been edited by SKY 1809: Jul 7 2008, 09:15 AM

For the purpose of sharing knowledge. could be wrong anyway.

Telcos in Europe are in serious troubles now bcos they are rushing into 3G with massive debts, but losing money. According to CEO of DIGI.

Likewise, in Malaysia, Telcos are making money on the older tech i.e 2 or 2.5 G, losing money on 3G. HK telco is losing ton of money on 3G too. While in Japan, one big Telco nearly collapsed bcos of 3G years back.

In fact 3G was launched many years back, and yet many telcos are still losing money. How long can they last ? Or when do you expect 3G to bear fruits ? The trees are getting old also. 4G tech is on the way.

The other problem is steel price in Malaysia is valid for 3 days. So how are you going to tender for projects ? Same could happen in Far East.

You still need to plant new trees for the next gen, right ? So who bears the costs ?

This post has been edited by SKY 1809: Jul 8 2008, 04:41 PM

You may have invested in the right stocks, then again windfall tax is going to be widespread across in Far East. Again, return on your investment is limited.

This post has been edited by SKY 1809: Jul 8 2008, 10:55 AM

Not mean to argue , but the past does not present the future.

The futures of communications are internet centred. Correct me if I am wrong.

IDDs and international business are losing to internet based communications, cost is much cheaper and you can see and send photos too ( of goods you want to buy ) , and with CCTVs you can see your workers working in China while you are in Malaysia.

In fact, WIFI could a strong competitor for Telcos too.

P/S : to maintain the services only ? do not forget of the huge debts they need to pay interests. I was told PLUS used up to 70% of revenues to pay interests when listed . Genting's UK casinos : the loan interest is as high as the gross profit.

And how sure which TECHOLOGY works best in future and people will surely buy ?

http://biz.thestar.com.my/news/story.asp?f...89&sec=business

http://biz.thestar.com.my/news/story.asp?f...77&sec=business

This post has been edited by SKY 1809: Jul 8 2008, 01:58 PM

Yes, no offence.

We are in a healthy discussion, that is all.

Over projection of fund's performance is also unfair to investors.

Do not mean to flame anyone.



This post has been edited by SKY 1809: Jul 8 2008, 01:57 PM

I beg to differ.
Telekom and DIGI WIFI hot spots, starbuck and coffebeans....and many others. Cheaper costs , free or not is another issue. Office buildings in KL do have WIFI and free for staff. Free in Malaysia culture means no good. Zero quality service.

Point to Point , office to office , Corporate to Corporate --- Internet based Communications ....emails. MSN . skype , ICQ , Video conferencing and messages put in in Youtube, etc . I am talking also the future and the directions of telecommucations. Even James Bond also prefers internet based comm, just joking.

Internet based comm. Quality is quite a concern, but 11 Billions are to be pumped in soon to improve this area.

http://biz.thestar.com.my/news/story.asp?f...77&sec=business

This post has been edited by SKY 1809: Jul 9 2008, 08:19 PM

Got 3G phone does not mean got 3G access. Low quality is a concern. What about smaller towns in Malaysia ? HOW MANY HANDPHONE CALLS YOU MAKE A DAY AND IT IS USED WITH 3G TECH ? 3G VOICE PHONE CANNOT WORK ALONE ! IT TAKES 2 PARTIES.


CHINA IS DEVELOPING 4G .

This post has been edited by SKY 1809: Jul 9 2008, 07:02 PM

Sure boh ?

The authors must be pretty rich by now.

If that is the case, we should send our children to learn only INVESTMENTS in schools , a sure way to succeed in life.

All investment graduates ( or masters ) must be billionaires or at least millionaires by now.

But many experts said the same thing about our market in the beginning of Year 2009 , that Bursa would perform poorly for 1 and 2 Q, 2009. Many small time investors took their advices to sell down. So far , I have not come across any early researches that CI would touch 1050pts in Q2. Kindly enlighten me if you have something to share with.

Might be sell low and buy back high later if CI does not fall back to 850pts.

Hope to learn more from you.

This post has been edited by SKY 1809: May 27 2009, 08:25 AM