i personally would like to share my view on bargain hunt in asia. and uk, america stock

firstly asia;
malaysia; maybank,rhb,igb,topglove, knm, airasia, genting, ioi
singapore; singpost,gentinginternational, capitaland,sph, dbs, uob at 10sgd.
hongkong;hsbc, china mobile, china petroleum, icbc,ccb,
japan; toyota, honda.

european market; rbs, electricde france, gazprom, roche,
america; ameircan express, citigroup,las vegas,

all region investor are invited to this forum.

Malaysia stock in KNM and Airasia
Singapore i stock in Gentinginternational only

No much cash coz i look in long term investment

Hi Norman,

Perhaps we could have a more civil discussion here.

Personally, I'm not savvy enough to invest in overseas equities. My portfolio is only focused in M'sia.

Ironically, I do agree with some of your picks in M'sia. (despite our past disagreements) By the way, I don't take things personally. I just speak frankly.

I'm a big fan of Top Glove and Genting. I think their stocks have been heavily hit due to emotional factors, rather than environmental. The market works in screwed up ways.

Let me elaborate: When Tan Sri cuts the ribbon opening the new resort @ sentosa - and it's all over the news - Suddenly, Genting's share price will go up!

Same goes with Top Glove - When there's a new disaster disease *touch wood* - suddenly their share price will be impacted favourably.

I could go on with their potential, forecast numbers, market share and all that - but u probably done your homework on that by now.

I only disagree with you in terms of your banking picks. In terms of business performance - i just don't see Maybank or RHB in the same league as PBB or any of the foreign banks. They just have not got their act together with regards to some of their service standards. From a long term perspective, they will lose out market share to the better run banks....particularly as M'sian customers become more sophisticated and demanding in their service needs.

Then again, I don't claim to know everything, as I don't trade. I buy and hold. Perhaps, Maybank and RHB would present you with a good trading opportunity.

Enough about me.

Could you elaborate briefly on your picks above, and kindly justify?

thanks.

Genting doesn't look good for me.

Resort is a better choice.

Automakers are badly hit, but this is just a starting, i guess you still need to wait if you want to go for it

http://todayfinancialworld.blogspot.com
http://itblood.blogspot.com

i can tell u my experience in public bank,
i bought public bank at 11.60, 10,8.9, 8.15 and today is 8.6 , overall i still lose money,
so this topic is about "BARGAIN HUNT".......I suppose i want a company that will not go bankrupt best is back by bank negara, or malaysia goverment. with my calculation i mean good fundemental company and deep discount.

and i personally have used maybank product i prefer maybank service than public bank
i think maybank got LARD man. i do most transaction online, i suppose public bank a bit behind, and customer service PBB attitude is bad, and my check payee name can change to someone else,when i post it. i suppose this is seriously wrong with pbb management.
RHB is good when can buy at rm2
genting definately below rm3,
public bank i will buy if it drop below 7.50
i think topglove is monopoly OT, can see there brain everywhere.

ringgit devalue against singapore dollar, ren min be since 1990.
i have a singapore friend, he say 1st thing before i want to invest i make sure my currency not devalue like indonesia or malaysia,
they said look no matter how much u guy earn in stock, but ure currency devalue against our singapore or china ren min bi, also cannot tahan la.
so i suppose get out of ringgit base investment.
i am seriously urges u all to invest aboard.

please correct me if i am wrong.
and i love comment. so i can improve my investment skill.

---

Added on December 25, 2008, 4:50 pmmost will ask how,
osk asia, provide hkse,
singapore open another account in singapore i am using uobkayhian, back by bank wont collapse so easily one.
usa; zeccco.com, ameritrade.com
european market; interactivebrokers.com

This post has been edited by normanTE: Dec 25 2008, 04:50 PM

i would like to ask how much is your transactional cost in singapore with your uobkayhian account? thx

uob kayhian very stable platform, especially local trading in singapore,
charges 0.45% or 25 singapore minimum.
can try citibank, heard theirs only singapore dollar 20 minimum.

how about BURSA(1818)?it went down from a 52-week high of 16.30 to 5.35 now..when the market goes into a bullrun the stock price will surely shoot up..and bursa monopolizes the stock exchange in malaysia..

So you're aiming for Airasia too?

when the big bull comes back ... I think all the stock you guys talked about will jump up too and make you all winners.

Generally, we are all winners cause we entered in this market phase.

but, when will we hold the trophy? ..my guess is as good as yours..

This post has been edited by asambuffett: Jan 3 2009, 10:32 PM

when will we hold the trophy? it would not matter much if your investment time horizon is very LONG.....

normanTE,

The FIRST basic question is what kind of stock investor are you??

A) Trader

You buy and you sell whenever the you hit your target price. Aka, you make money from buying and selling stock.

B) Dividend investor

You buy for the dividend. As long as the dividend stay the same or increasing, you do not care about stock price except to buy more.

C) Fundamental investor

You buy and hold the stock because you believe in X years, you will make a lot of money from selling price. You will hold for X amount of years. You will change your mind and sell the stock if the FUNDAMENTAL of the stock had changed. You DO NOT SELL because the stock price had changed.

RHB and Maybank are BAD choices. Their NPL level is VERY HIGH.

Dreamer

sure when big bull come, all counters will jump, start with blue chips, 2nd-3rd liners, and then penny stocks...
and at that time, penny stocks will be jump even higher and hotter than blue chips, and all become hot stocks...

but, let me remind you, before the big bull come, ...................when bear rules for many moths or years, the counter you hold may go to chapter 11....., so hold good fundamentals stocks will keep you survive...

To invest
1st rule is not to lose money
2nd rule is to remember rule number one

---

Added on January 4, 2009, 10:48 pmfrom the recent downturn, what we observed here is even a good fundamental stocks will be impacted by the downturn, and cost averaging certainly will average the investment cost, and dividend will keep ur costs lower and lower in long run and the company able to sustain profits during down turn will eventually rebound back when the sentiment all disappear....

for Pbbank, if you are long time investor, which invested since 1997 or 2001, you willl still get the profit, the recent down, will trigger a buy call to accumulate more, but based on the trend, we do not know whether this is already hitting the bottom for pbbank, and thus buying more and more will be the right way...
of course, you must have enough spare cash that you can take into the position which you can afford to lose and not meant for your surviving cash....then you are preparing for a new era to hit the max return....

haha taking sometime very easy as when execute, typical traders or investors will not able to follow 100%.... as fear and greedy always the evils.....

This post has been edited by Kamen Rider: Jan 4 2009, 10:48 PM

Kamen Rider,

As a DIVIDEND investor in PBBank, I do not care about the stock price. I bought it at $7. With $0.75 dividend, I am getting 10% dividend yield every year. So, I can hold on FOREVER. I do not need to sell in order to make money.

And, I do not care where is the BOTTOM either. When PBBank hit a reasonable dividend yield like 10%, I can buy more.

<<of course, you must have enough spare cash that you can take into the position which you can afford to lose and not meant for your surviving cash>>

For DIVIDEND INVESTOR, we get PAID every year. So, we get MORE CASH every year. We can held on FOREVER and our costs is going down every year.

In fact, for DIVIDEND investor, we LIKE the BEAR MARKET.

Dreamer

This post has been edited by dreamer101: Jan 5 2009, 04:28 AM

IC with 10% yield, you could get back the purchase cost in 7.2 years and also to keep it ....however, that is provided, it able to generate 10% dividend yield based on that time purchase price, as counters that can sustain the dividend throughout the downturn, will eventually the winner of the day....

i'm buying the ETF tracking KLSE CI, hope our KLSE index will rise in 2010, usd7.6 per share only
http://finance.yahoo.com/q/pr?s=ewm

crude oil very cheap now, usd3.3 per share, ETF not futures, u can hold forever but warning:this leverage 2x movement of crude oil!
http://finance.yahoo.com/q?s=dxo

read about thai index will rebounce frm fundsupermart, considering buying the index
http://finance.yahoo.com/q/pr?s=THD

accumulating real-estate in US, hope they rebound on 2012
http://finance.yahoo.com/q/pr?s=ITB

cherasbabe,

ITB are home builders. If you are considering Real Estate in USA,

http://finance.yahoo.com/q?s=VNQ

VNQ is much much better. Look at the YIELD of 9.64%. It is the INDEX of all REITS in USA.

You will be collecting a lot of dividend while waiting for market to recover...


Dreamer

Sorry, noob here..
How does Dividend work??
Is it like if I buy a certain stock now, each stock all has its dividend? and how will I be paid with the dividend, once a year?? and will the % change or keep at the % when I bought my stocks??

sorry, I don't know even if my questions make any sense, total noob here

Dividend is like profit distribution (if there ain't any profit, then capital ).
Not every stock distribute dividend, some company prefer to keep the profit for the business to grow. You will be paid by cheque if you hold under direct account.

And it's once a year???

What's direct account? let's say, i have a maybank cash account for trading.

And how do I check the % for dividend for each stock?? and how would i know if company distribute or keeps? thanks again