Ci last minute chiong up abit + 6.94.
Looks like some ppl pushing up CI for good feel show at closing only.

Even Zelan also went up suddenly from around 0.785 till 0.81 with 100,000 unit direct sapu at 0.81 price during closing time at 4.50pm

Check with my remiser, got news on valuecap start to buy stocks ady.. watch out for this week valuecap action. 

I check Valuecap have shares in Sime.. other counters i din check coz i'm not buying ma.

I noticed MMC up in the afternoon but Zelan is lay back not moving much. I que buy Zelan at 0.775 but didn't managed to get it. MMC movement earlier show signs theres some support and  this support sum how managed to push up Zelan as well. Based on Zelan recent high about 0.95, there might be some rebound for Zelan. EPF support is for confim , valuecap have little shares in it based on OSK tracker database but so far no much action from Valuecap yet in Zelan.

I still have some Zelan stock in hand at 0.82, 0.85 and 0.94. Too bad sold off some earlier 0.77 at 0.785 bfr cny holiday. Hope tomorrow its price will move up moooooore..  

Resorts seems building up support at 2.25. I bought some Resort shares today
Didn't managed to buy Lionind at 0.655...lowest today was 0.66.. quite close.

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Added on January 29, 2009, 12:24 amWelcome.

Here's the link on valuecap article i posted earlier.
http://www.theedgedaily.com/cms/content.js...7ea900-d92b4389

Cheap, Cheaper And Cheapest Valuation
♦ Opportunity knocks. The current market weakness is, in our view, another opportunity to re-look fundamentally-robust stocks whose business outlook remains intact and valuations have fallen to, or near, historical lows.

♦ Cheap or not. To determine whether a stock (under RHBRI coverage) is attractive, we compared:

1) prospective PER during the current downturn against the last downturn on 9 Apr 2001 (which registered the KLCI low for that cycle);
2) current valuations against the market; and
3) current valuations against peers.

In addition, we looked at historical ROE (FY07 and FY08), market cap and liquidity (average daily turnover) as criteria for a stock’s ability to perform during a volatile market.

♦ Cheap vs. historical. We found 13 Outperform-rated stocks that appear cheap vs. the 2001 low. In all cases, prospective PER valuations are lower than they were in the last downturn. To capture stocks that may be attractive from a trading point of view, we widened our screen to include Market Perform- or Underperform-rated stocks, but subject to market cap (above RM500m) and ROE (above 10%) parameters. The results of this screening process include Resorts World, BToto, BCHB, Genting, TNB and Digi, which broadly match our current fundamental top picks as well as our trading view on the plantation (KLK) and steel (Ann Joo) sectors. We note that Kinsteel is rated Outperform but is excluded by the screening process as it was not listed in 2001.

♦ Cheaper vs. market. Our PER estimate for the market has remained relatively unchanged at around 12x FY09 even though the KLCI has fallen by 27% since end-Jun 08, and this is due to lower earnings expectations. We now expect FY09 earnings to contract 9.3%, which compares against our Jun-08 assumption of 7.9% growth. Ten stocks that were trading at a premium to the market then are now trading at a discount . We note that although none of these ten stocks are rated Outperform, Asiatic, Dialog, IJM Corp, SapuraCrest and TMI are worth looking at from a trading point of view.

♦ Cheapest vs. peers. Cyclical sectors were some of the hardest hit in terms of share price performance in 2008. While we have called the bottom for plantation and steel sectors, we remain cautious on other sectors. Not surprisingly, given investors’ aversion to risk and preference for larger and more liquid stocks, smaller market-cap stocks are trading at wide discounts to their average sector PERs. Nevertheless, within each sector, we have identified a number of larger market-cap (>RM500m) and liquid (>0.5m shares average daily volume) stocks which appear cheap vs. their peers. These include AMMB, Media Prima, KNM, SapuraCrest, Asiatic, IJM Plantation, Tanjong and TMI.

♦ Maintain trading view. We recognise that there may still be bad news ahead including global deflation. We thus expect the market to remain volatile in the medium term. However, with an eye on a potential market recovery in the second half 2009, we note that valuations on some stocks have already returned to attractive levels.


By RHBinvest
Analyst: Yap Huey Chiang
Posted by . at 10:33 PM

Ya....expensive blue chips stock also can move up easily if got strong support from big shark.. 
Zelan only few cents/ RM1 counter is a piece of cake for Big shark to bite.

I feel EPF or tat Bukhari guy trying to push Zelan's price back to 0.95 price range after middle east cancellation project news - panic sell cool down....
Their tactics of buying i feel is to avoid mass sellers to que sell off at low price so they can reduce the cost of buying and at the same time push the stock price higher.
Even MMC oso move up 2gether with Zelan and hit 1.34 ...

Too bad i sold off some of my Zelan shares at low price for low profit.    0.785 and 0.82 earlier swap to Resorts.. still have some at 0.94 
Wanted to buy some to average down or swing trade when it moves up but no1 want to sell to my price at 0.83 and 0.845... it keep on steady at 0.85 and last minute hit up to 0.88.

KMarc.. u bought any more Zelan shares tat day when i tell Zelan have start its movement uptrend again?
If managed to buy some can get more angpow money ady..

Resorts seems stuck at the range of 2.25 ... no energy to go higher yet.

In 2004, when Datuk Seri Abdullah Ahmad Badawi took over the helm from Tun Mahathir, there emerged a new group of elite businessmen. The most visible of them were Equine Capital Bhd's Datuk Patrick Lim, ECM Libra Group's Datuk seri Kalimullah Hassan and Scomi Group's Datuk Kamaluddin Abdullah (also PM's son). Scomi (7158), who IPO at RM 1.38 in year 2003, saw the share price rocketed to all time high of RM 2after 1-10 split.

The Prime Minister in waiting, after taking over the role of Finance Minister in mid-September, had organised a corporate roundtable session. 6 individuals, each with deep knowledge of his field, were personally chose by Najib. They were tapped for ideas on how to address issues ranging from the economy, capital markets and business in general.

The 6 were:

1. Tan Sri Azman Mokhtar, MD of Khazanah Nasional Bhd.
2. Tan Sri Md Nor Yusof, director and chairman of Khazanah's executive committee
3. Datuk Mohd Nadzmi Mohd Salleh, chairman and MD of express bus operator, Konsortium Transnational Bhd.
4. Datuk Shahril Shamsuddin, Sapura group
5. Datuk Mohamed Azman Yahya, director of Khazanah, and founder and group chieft executive of Symphony House Bhd.
6. Dr Gan Wee Beng, the executive director of CIMB group. He was a consultant to Bank Negara, the Economic Planning Unit, finance ministry and the World Bank.

Names linked to Najib

- Tan Sri Tan Kay Hock, Johan Holdings Bhd Chairman and Chief executive, golf buddy
- Tan Sri Robert Kuok & family, Tun Abdul Razak & Tun Hussein Onn were good friends of Tan Sri Robert Kuok.
- Datuk Shahril & family, Sapura group
- Tan Sri Syed Mokhtar Albukhary, MMC group, DRB-HICOM has a huge vehicle assembly plant and is one of the largest employers in Pekan, Pahang, Najib's mainstay political base.
- Rohana Mahmood, chairman and partner of Ethos Capital, a RM 200mil private equity firm. Rohana and Omar Mustapha Ong, a former special assistant to Najib, are co-founders of the boutique advisory firm Ethos & Co. Rohana sits on the boards of Paramount Corp Bhd, TH Group Bhd, and Dijaya Bhd.

Razak Brothers

- Datuk Johari Razak, senior partner at Shern Delamore & Co. a large firm in KL. He is also a non executive director in several publicly listed companies including, being chairman of Ancom Bhd, deputy chairman of related Nylex (M) Bhd, and directorships in Hong Leong Industries Bhd and Daiman Development Berhad. He is also a director of Deutsche Bank (M) Bhd.

- Datuk Mohamed Nizam Razak, non executive director in several publicly listed companies including Hiap Teck Venture Bhd, Mamee Double Decker Bhd, Delloyd Ventures Bhd, and Yeo Hiap Seng Bhd. He is also a director of Deutsche Bank Bhd.- Datuk Mohamed Nazim Razak, an architect.

- Datuk Nazir Razak, CIMB group CEO

Summary

Come March, DPM Datuk Seri Najib Razak will take over from Datuk Seri Abdullah Badawi as Malaysia's sixth Prime Minister.

1. What change will bring along with him? How will the leadership affect business?
2. CIMB, GLC, Symphony House Bhd, Johan Holdings Bhd, Sapura group, Hong Leong group, Paramount Corp Bhd, TH Group Bhd, Dijaya Bhd, MMC group, DRB-HICOM, Hiap Teck Venture Bhd, Mamee Double Decker Bhd, Delloyd Ventures Bhd, Yeo Hiap Seng Bhd, Nylex Bhd, Hong Leong Industries Bhd, Daiman Development Berhad. These are the names that has connections with him, will they benefit from the change? Which family will arise from the change?
3. Razak brothers has been involving in banking, will they have the upper hand in the bank mergers? Obviously, there are conflict of interest between PM in waiting/Finance minister with CIMB CEO, how are they going to resolve this conflict?
4. Kuok's Hong Leong bank will have upper hand in bank merger? (Rumour on merger of Hong Leong and Public bank)
5. Will Second Finance Minister, Tan Sri Mohamed Nor Yakcop stay on?

Taken from Financial World Today
Posted by CP at 6:58 AM 0 comments
Labels: KLSE, Najib, Politics

Although both are giving almost identical dividend/distribution, you need to look at the whole year distribution, which is a more fair comparison.

Axreit annual DPU 15.xx cents
BSD annual DPU 11.xx cents.

BSD give lower interim DPU, that's why final DPU is higher.

Don't mean which is good or not good nor any recommendation. Just pointed out the comparison part.

Nice.. Al-Bukhari names inside the list..
Why the article didnt mention Khairi name benefited for previous AAB era? 

Next Monday coming week have to monitor stock properly... past few day before/after CNY made blunder decision and miss chances to make more money. Went out for pai nian and eat big meal.

tomorrow no market ?

Yo guys.. why Zelan suddenly went south so much? 

thinking to get in lcl now

will lcl till pay 10cents like past 3-4 yrs?

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Added on February 3, 2009, 3:03 pmwow lcl .. 0.48 q suddenly gone haha

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Added on February 3, 2009, 3:09 pmred red red now

IOICORP can declare 30%.

Yes, you are correct, 30% is 3 cents, not 30 cents.

when is the quater results out for the last quater ended '08?

kmarc join u 0.475 lcl

romantic nia, die together

i am queueing for GENTING at 3.60 too

it is a birthday present for mummy!!! kongsi-kongsi among my siblings. hehehe!

Any news on MMC?
Today Jupiter call for buy MMC. MMC price keep going up.
I read in The Stars paper, saying Contruction sector will receive boost from Govt financial stimulus help.. MMC que buy at 1.38 is so high..
Man.. Zelan losing steam.. all shifted to MMC ?

hehe yah, special present leh

she got it at 9.00, which is after Genting share splits, so high, so now present her at 3.60 to average abit lor.

i plan to offloading my rubbish shares within these few days, will buy another lot of Genting for myself too, yay!

btw...pbbank also cont to go up bit by bit although some analyst downgraded it......
looks like div stock is the name of the game rite now