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 Stock market V21, Huge Stimulus Age

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cherroy
post Feb 15 2009, 10:08 AM

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QUOTE(wongck @ Feb 14 2009, 09:45 PM)
Anyone know why SUNWAY-WR is suspended?
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QUOTE(edwin32us @ Feb 14 2009, 11:45 PM)
I believe on 13/02/2009 the Sunway-WR will be converted to warrant at RM0.20 which my remisier asked me whether i want to convert it or not.

Luckily i manage to sell it at RM0.13 last minute smile.gif
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WR means warrant right

It is just a piece of application form/right enable you to subscribe Sunway-warrant at RM0.20.

So after you bought the WR, you need to apply/buy for the warrant, otherwise the WR is deem void (your $$ in WR evaporise) after the expiration of last date of acceptance of the warrant application.
cherroy
post Feb 15 2009, 05:56 PM

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Remember buy on rumour, sell on news. icon_idea.gif smile.gif


cherroy
post Feb 16 2009, 02:09 PM

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100 million server/system down for 3 times since last year end introduction?
HDD failure again? sweat.gif doh.gif

Wonder how come everytime around 12-2pm broke down one, if not mistaken, everytime system problem occur during that time.
Weather too hot until server need a rest? shocking.gif


cherroy
post Feb 17 2009, 10:56 AM

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QUOTE(Neo18 @ Feb 17 2009, 10:47 AM)
bought 100 lot of RESORT - CJ @ 0.11!!!

my first warrant!!!
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Buy so little?

100 lot only cost 1.1K only. Not your style then. biggrin.gif
cherroy
post Feb 17 2009, 11:04 AM

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QUOTE(Neo18 @ Feb 17 2009, 10:59 AM)
Dear Cherroy,

I already take HUGE RISK by playing with SHARE MARGIN FINANCING. I better not take any additional risk!!!Now, i used up 350k worth of financing. Plan to max out 600k by end May 09.

So better be cautious
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OK.

CW mostly for fun only after all. So play play little, no harm done.

cherroy
post Feb 17 2009, 11:12 AM

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QUOTE(Neo18 @ Feb 17 2009, 11:08 AM)
4.25% because BLR is 5.95
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Buy reit/dividend stock with 10% dividend, then you are getting 6% with bank money.

350K mean you are getting/earning around 20K for pa, but with a high risk.

Kinda salute your bravery and risk management part. notworthy.gif
cherroy
post Feb 17 2009, 02:48 PM

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DJ is at crossroad now, if it doesn't rebound from the 79xx level, and breach its support line convincingly, we might have fresh phase/round of downturn worldwide for equities market.

cherroy
post Feb 17 2009, 03:48 PM

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QUOTE(Neo18 @ Feb 17 2009, 03:42 PM)
bought resort @ 2.24
bought astro @ 2.03
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Until Astro solves it Indonesia operation issue, the upside of it is rather limited.

The indonesia operation is leaking the company money at the moment.
cherroy
post Feb 17 2009, 04:40 PM

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QUOTE(Neo18 @ Feb 17 2009, 03:54 PM)
ya i know, Astro is for long term
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No, my previous statement doesn't mean that it is good for long term either.

Until it sort out its overseas operation, it is not suit to long term which has no sign until now.

Only Malaysia operation is earning them profit, others are leaking money, which is not good for the shareholders.
By no mean, Astro longer future is proven to be good especially in overseas whereby competition is intense unlike in Malaysia, Astro is monopolised business which gov has signed with them, no other statelite TV broadcaster is allowed until 201x (forget what year liao)

Just my opinion though.
cherroy
post Feb 18 2009, 01:55 PM

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QUOTE(fergie1100 @ Feb 18 2009, 01:52 PM)
KLK
When KLK write down the value of its stake in Yule, where did the money goes to actually? How r they going to reduce the book value?
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Where did the money goes to?

Gone lor. biggrin.gif

It is just like you bought a car at 100K, then after that market value is 70K only, then 30K gone as loss.
cherroy
post Feb 18 2009, 04:28 PM

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QUOTE(fergie1100 @ Feb 18 2009, 02:52 PM)
i see... evaporated  into the air huh?  tongue.gif
btw cherroy, going to grab KLK again?..... today seems like bleed a lot  brows.gif
partly caused by this? "The impairment might wipe out as much as 25 per cent of the Malaysian company’s projected full-year profit, according to the report"


Added on February 18, 2009, 2:53 pm
the due date is next week anyway.... be patient.... give them some time to make their report "nicer"  tongue.gif
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Evaporising in the thin air whistling.gif biggrin.gif

May be 8.xx ~ 9.00 will consider as it is ex-dividend now.
Except for local fund supporting the big blue chips and plantation stocks, I don't see why they need or should or can rally all the way, considered all commodities price still under correction phase.

Btw, Shell announced 30 cents dividend yesterday, full year 50 cents, better than FD. Not mean to recommend anything.


Added on February 18, 2009, 4:31 pm
QUOTE(lowyat888 @ Feb 18 2009, 04:04 PM)
really the market can tahan but since dow drop nearly 300 points. no effect. just wondering for how long it can tahan.  if DOW drop another few hundred points see how.

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Now it is more about individual company strength and problem already.

Those strong fundamental one probably can withstand the market drop. But those company facing problem especially cashflow one, even market rally, they won't be performing too good either.

This post has been edited by cherroy: Feb 18 2009, 04:31 PM
cherroy
post Feb 18 2009, 04:56 PM

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QUOTE(fergie1100 @ Feb 18 2009, 04:47 PM)
Oh ya, 4got bout the Ex-date yesterday (55 cents)  doh.gif  doh.gif
Final div from Shell? didn't see the announcement from the paper, how can i miss that? (Been looking at the div counters recently) tongue.gif
tnx for sharing
was wondering, apart from the REITS, which are the top 10 most div yield counters last year?
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Without any reference. I can instantly point out several that with constantly good dividend (only list some that got monitor, there may be some missing out)

BAT
Digi
Guiness
Jtinter
Panamy
Tanjong

cherroy
post Feb 18 2009, 08:51 PM

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QUOTE(fergie1100 @ Feb 18 2009, 07:54 PM)

Added on February 18, 2009, 8:02 pm
wow, where are the alcoholics?  tongue.gif
Btw, wat's ESSO?
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Alchoholic still there. But market share has been eroded by Guiness Tiger.

It is a bad bad quarterly result, especially during 4th Q whereby CNY approaching should register brisk sales and good profit, instead a poor poor 4th Q result.

It cannnot sustain anymore special dividend without earn enough (EPS).

Another problem is smuggling activities that eroded the alcoholic sales.

ESSO? don't know meh?
Refiner for Exxon Mobil in Malaysia.


Added on February 18, 2009, 8:57 pm
QUOTE(Baronic @ Feb 18 2009, 05:12 PM)
point taken. but they havent issued new shares or anything major like that right? would it be safe to assume that dividends will be at least 3 cents? if all goes well with the stimulus and all.
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Since its 4 cents interim dividend during April 2008, it has a bonus issue 2:1 and right issue of 1:4.

So more shares liao.





This post has been edited by cherroy: Feb 18 2009, 08:57 PM
cherroy
post Feb 18 2009, 09:04 PM

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QUOTE(sharesa @ Feb 18 2009, 08:59 PM)
I think the profit margin for breweries has eroded since 1 year ago due to intense competition. Last time 1 carton usually about $110-120,
nowadays since  before Chinese New year till now $88-100
I'm quite interested to buy Carlsberg stock but still feel unsure.
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Since late 2-3 years Carlsberg result is deteoriating while Guiness still hold on its profit quite strongly, it just sum up the market share issue.

Infact Guiness is giving out around 40-46 cents pa (sustainable with EPS), while Carlsberg is struggling to give generous dividend (while some special dividend are given based on accumulated profit/cash not from sustaintable EPS).

Margin is squeezed since 3-4 years ago when gov raised the alcoholic tax.


Added on February 18, 2009, 9:05 pm
QUOTE(panasonic88 @ Feb 18 2009, 09:04 PM)
so i expect Carlsberg share price to plunge on tomolo!

it has been surging up from 3.6x to 3.80 for no reason!!!

with poor quarterly report + no special dividend, its price must go down!!!
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No interest to buy this stock anymore. ohmy.gif

This post has been edited by cherroy: Feb 18 2009, 09:05 PM
cherroy
post Feb 19 2009, 11:15 AM

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QUOTE(fergie1100 @ Feb 18 2009, 11:22 PM)
(sustainable with EPS) - does this mean "how well can a company generates profits solely based on the $$ they get from the investors"?
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For company to pay shareholders with good dividend, they need to earn/make profit enough and cashflow to pay for you.

Any dividend given out not based on EPS is not sustainable in the long run.

There are some company give special dividend based on one off gain from asset sold or accumulated profit previously, but over the long run, they can't continue to do so without making enough profit (EPS) to sustain it.

mad.gif Jam in Penang bridge for almost 3 hours, just arrive at office. vmad.gif
(normal travel time is 15 minutes)

Road from Penang ro B'worth totally close, and need to divert to the road B'worth to Penang causing massive jam at both side.

This post has been edited by cherroy: Feb 19 2009, 11:18 AM
cherroy
post Feb 19 2009, 11:25 AM

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QUOTE(sharesa @ Feb 19 2009, 11:19 AM)
goodness, time and money wasted. Why road closure during working hours?
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Don't know, I saw several crane are working at bridge side (where the road is closed one).

Rumour said (I also don't know), crane dropped into the sea. (Penang bridge is under going expansion for another lane, so construction is working on there.)

Btw, it is disastrous news for F&N. Unless they working out something, otherwise, solely relied on its brand, sales will be impacted signficantly, and not suit to long term at time being.
cherroy
post Feb 19 2009, 04:58 PM

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QUOTE(kinwawa @ Feb 19 2009, 04:27 PM)
hmm....yalor...lowest today 7.6...now 7.8.....have to buy such high volume only can make decent money...such high risk...not worth it....
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Not worth to catch a falling dagger most of the time.

Sales of Coca-cola make up the 35% of the total sales of the company, so if there is no new development and company lose its business on Coca-cola, then at least 35% impact for the company financial result. So ain't share price need to adjust 35%? tongue.gif biggrin.gif


cherroy
post Feb 19 2009, 08:33 PM

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QUOTE(chyaw @ Feb 19 2009, 05:38 PM)
Is this a good news or bad news???

Mr. Teh Keng Ming

Ordinary Shares of 50 sen each

10,000

0.002


Mr. Ting Pang Cheo

Ordinary Shares of 50 sen each

30,000
0.005
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Nothing good or bad, the transaction is totally insignificant.

30,000 shares just a little tiny peanut amount.
If they bought 3 millions shares then may be investors will be alerted.

Btw, it doesn't state the transaction is buy or sell either based on the information posted. It can be either way.
cherroy
post Feb 20 2009, 10:47 AM

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QUOTE(fergie1100 @ Feb 20 2009, 10:33 AM)
GENTING also follows DJIA ---> hit new low tongue.gif
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Genting support line being breached, if + poor financial result ahead then we highly will have fresh new low, may be heading to 3.00 support level. sweat.gif

Unless market sentiment turns quickly or good financial result is reported which I highly doubt so due to UK and GBP plunging.
cherroy
post Feb 20 2009, 03:26 PM

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QUOTE(chyaw @ Feb 20 2009, 03:13 PM)
Yes. The article is regarding F&N in S'pore

Added on February 20, 2009, 3:16 pmNews said Calsberg is reserving cash for potential "acquisition". Could it be Calsberg getting the Coca Cola contract??? My very wild guess...
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This is very wild guess actually.

You are good to relate one to another. No offence. smile.gif
Just like hitting 4D actually, by guessing who is getting the contract unless one got insider news.

If believe so, quickly grab Carlsberg share, it will shoot up at least 20-30% with this news.

From beer to coca-cola? biggrin.gif

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