Maybulk..

The prices of old vessels oledi appreciate 200%. So it is quite logically to lock in profits, and charter  some vessels.

At more appropriate time ( economies worldwide are not doing well ), then buy back.

A good transportation company does not usually depend 100% on internal vessels.

If business drops by let say by 30%, then the vessels would be left idle or leased out at a loss.

Kouk Brothers like to expand during recession when assets or companies are going cheap.

What they do have something to do with the future ( of the economies ).

Robert Kuok was a very good sugar future trader in his younger days. He moved with calculated risks.

No exactly. Reit earning is depended on tenants of the properties. So Stareit earning is depended on Lot 10, JW Marriot Hotel and Starhill tenants. Although YTL is a major shareholder of it and is under YTL group, its earning is not through YTL group business, except/unless YTL group company rent the properties typical eg. would be AMfirst whereby AMbank group is its major tenants. Then for AMfirst, it can say AMfirst's earning is highly depended on AMbank group.

Why you buy their shares then ?

If you think it is wrong, then now it is the right time to sell them off .If I were you.

If you do not  have a bit of trust in the good management of Maybulk or Pbank, basically it is good for you to stay away from Bursa. Some investors believe there are 5 good companies left in Bursa.

Did I imply investors to buy shares just bcos of Robert Kuok ?

I just casually mention he was a good sugar trader.

But you have to know who is behind a good management team, whether a company is GLC or political linked even it has a good management,

You are making conclusions basing your own assumptions , not wrong anyway.

A good management cannot manage in air. They are answerable to Board of Directors. Many things still need board approval. Directors are also answerable to shareholders.

Both management and directors are removable, but not the shareholders.

I mentioned he was during his younger days... ...take note.

Amfirst is the one I am mostly aware of conflict of interest between its reit and major shareholder. Still I had bought some in it.

But for Stareit, I don't know YTL tenant contribute as much as 50%, thanks for highlighting anyway.

Still I opt for Reit for its yield, instead putting in FD that yield 3.xx%. 

As long as those tenants lease is more than 3 years and above, that's mean in this 3 years I can expect the yield to materialise. The one I mostly prefer is Axis reit. Between reit I got, Axis reit is the one I have the most. They are the most diversify and having 13+ properties range from office to industrial.

Instead buying properties and rent it out, I prefer reit which is less hassle which is the primary reason I go for reit. Sometimes I treat them as FD only.

Just my opinion and preferences, doesn't necessary right nor guarantee to make money.

Diversified has its good and bad.

One thing good about reit price currently is that they are trading at mostly 10-15% discount over its NAV as anticipated property sector bearish time ahead, as well as potential higher interest rate in the future which I highly doubt FD rate will go higher or go higher as much.

The more discount to their NAV, the more protection on its downside. As long as those property is in strategic location, the property value is there which won't evaporise like those PN17 company. 
In fact strategic location property value with good demand only will rise due to inflation in the longer term future.

The good thing of having consistent dividend stock (including reit) is that after 10 years+ or so, basically one has recoup all its initial investment. Even company goes broke, you basicially lose the opportunity cost (FD interest). So after 10 years+, those left over on the share price or future dividend yield is your net return already, just how much as compared to FD interest only.

That's just my personal view which I feel comfortable in investing in dividend stocks which has good consistent result of dividend based on their core business profit. That's also I find difficult to convince myself in investing in the stock like Airasia (highly growth stock that give zero dividend) although I am attracted by its penny stock (0.88).   

I personally don't like college business though, too unpredictable.

I prefer to buy SPB (SPB wholly owned Help before it is listed). I got SPB at Rm2.xx before this round of bull run started (2006-2007) but sold off at 3.xx level already at several stage. It did go as high as near to 5.00.
Some sort of profit lock strategy prompt me to sell.

Let me REPEAT one more time.  Which country that you are talking about?? You statement works for other countries but it is LESS RELEVANT for USA.  FOOD and GAS is ONLY a small portion of average American monthly expenses.  It is around 10% to 20% in total.

Do you have ANY IDEA on the size of money that we are talking about?? China's foreign reserver grow about USD $40 billions per month.  China's economy itself can only absorb about USD $100 billions worth of investment.

We are talking about trillion worth of dollars

Dreamer

Keep trillion in the reserve get 0 grow....invest into market/shares/bond,...got  few percent grow annually...1 trillion 3% got 30billion...

Maybe 30 or so??

Right now its so dangerous to be bottom fishing. Who knows what will happen tomorrow? MCA to announce press conference?? LOL...

These type of events usually trigger a massive chain reaction....

By juz making the cut of 112...PR will only hv simple majority but not the 2/3 to control the Parliment.
They need more....at least 40+ for that.

Forming a Gov wif juz simple majority they r not strong enuf to reform & make changes

Guess more things will happened in June 23 when the parliment sits again

BN to expel SAPP?

http://thestar.com.my/news/story.asp?file=...5440&sec=nation

Yes, SAPP Yong did well. His main agenda was to embarrass AAB. He doesn't care about BN's membership as he wants SAPP to get expeled and to be made a martyr so other Sabah potical parties will join him to form a "Sabahan bloc".

This doesn't bode well for investors in the short term. Political turmoil and the likelihood of an interest rate increase next month.

OT: FKLI June 2008 3 days ago high was 1237, now its trading at 1279.

Well they have too, or risk being another Vietnam. That's why these few days, i can't see the bottom for CI. Everyday down 1%. By Monday we probably see 1150!!

If SAPP is expelled, market should rebound isnt it? Surely no one will support their motion in parliament..

maybulk 3.6 , anyone picking now ?

What to expect if CEO of the company itself also disposing its shares signficantly.

game over, GAMUDA

what a bad year for you.