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 TMI/Axiata, Trading opportunities

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rosdi1
post Oct 8 2009, 07:47 AM

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Heavy selling on AXIATA for the last 2 days.
I will also cash out if it break the RM3.00 support
Any views

Sorry (Initially wrong attachment....this is the right one)

This post has been edited by rosdi1: Oct 8 2009, 09:04 AM


Attached thumbnail(s)
Attached Image
rosdi1
post Oct 8 2009, 09:15 AM

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QUOTE(zamans98 @ Oct 8 2009, 08:38 AM)
That is MAY snapshot, so the TECH ANALYSIS is no longer valid.

OSK?
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Sorry I attach a wrong chart... I had put the intended one now
rosdi1
post Oct 8 2009, 11:37 AM

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QUOTE(aed_ee @ Oct 8 2009, 11:19 AM)
Dump Axiata now to cut losses unless you are keeping long term.

Due to Maxis relisting, fund managers relocate the fund to balance their portfolio.

Axiata has not issue any dividend since the split from TM, the PE ratio deem high to me and worse that India new regulation on Telco affects earnings from India.
*
Agreed

Last 2 days the big seller come in in the afternoon. after 3.30.




Attached thumbnail(s)
Attached Image
rosdi1
post Oct 16 2009, 01:22 AM

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QUOTE(gomes. @ Oct 15 2009, 05:34 AM)
guys, how did you generate/get those 2 charts that where posted on this page? thanks smile.gif
*
I subscribe to OSK188 chart (pay RM120 for 6 months) NextView can also produce the same chart
The comments on chart I use a package call snagit.

(If you want any chart you can PM me , I will try to get it for you)

This post has been edited by rosdi1: Oct 16 2009, 01:25 AM
rosdi1
post Oct 18 2009, 12:39 PM

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QUOTE(mmusang @ Oct 16 2009, 03:23 PM)
it is good time to accumulate axiata right now
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The rumors says
' One of the big share holders are trying to dispose their shares for cash. "

Do you or anyone know if they had completed the exercise?
rosdi1
post Oct 21 2009, 01:29 AM

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QUOTE(vincenttan78 @ Oct 19 2009, 01:59 PM)
now still can buy in the axiata? the price is high or not?
*
on the 19 Oct 2009 OSK have this report


Attached File(s)
Attached File  Axiata_20Newsflash_20XL_20Cash_20Call_20_20A_20Done_20Deal_2020091019_20OSK.pdf ( 38.28k ) Number of downloads: 129
rosdi1
post Feb 7 2011, 02:52 PM

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QUOTE(nasni @ Feb 7 2011, 01:53 PM)
Anybody trading this counter?
What's the TP?

Today it climbed to 4.95 and closes at 4.93.

i've accumulated some and the average price 4.80....

any info?
*
Ahead of their 4Q result announcement before the end of the month
we can speculate a good result.
I think it will be 0.10 EPS

the previous result as follows:


Ann date Counter For FYear Qtr Closing Dt RevenueMil Profit Mil EPS(Sen)
24-Feb-10 AXIATA 31-Dec-09 4 31-Dec-09 3,693,781 602,350 7.00
27-May-10 AXIATA 31-Dec-10 1 31-Mar-10 3,812,685 956,658 11.00
25-Aug-10 AXIATA 31-Dec-10 2 30-Jun-10 3,854,069 675,512 7.00
24-Nov-10 AXIATA 31-Dec-10 3 30-Sep-10 3,937,205 745,167 8.00

This post has been edited by rosdi1: Feb 7 2011, 02:55 PM
rosdi1
post Feb 9 2011, 10:13 AM

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QUOTE(nasni @ Feb 9 2011, 09:26 AM)
yesterday's volume quite high at 29m

current... RM5.04 vol= still low at 1.44m, not much activity
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ECMLIBRA TP: 6.25

http://bit.ly/g1hdrj

still a long way
rosdi1
post Feb 23 2011, 06:01 PM

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Trouble Trouble
Bad result announced for 4 Q on increase revenue.
http://bit.ly/eQ9cWv

The depreciation had gone more than double

This post has been edited by rosdi1: Feb 23 2011, 06:03 PM
rosdi1
post May 3 2011, 12:53 AM

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QUOTE(nasni @ Apr 28 2011, 05:09 PM)
Go Axiata GO.... rclxms.gif  rclxms.gif  rclxms.gif  rclxm9.gif
*
Keep on cheering... I also like to join you.
I an very bullish on AXIATA..... I think they are going to make a good Q result announcement soon.
Now with dividend and AGM coming in June. The share need to soar upward.
TP: 5.50
Time frame: 50 Trading days
rosdi1
post May 4 2011, 09:47 AM

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QUOTE(nasni @ May 3 2011, 09:54 AM)
thanks for joining,  it's lonely here    biggrin.gif

i wish the volume build up more,  to push the price further.

however my TP is lower wth shorter time frame, else where broker house TP is at  5.75/5.80 prolly based on the future earnings.

Looking forward to any announcement by them. 
GO Axiata go.... rclxms.gif  rclxms.gif
*
Yesterday in the earlier session there was the continued push from Friday but faded toward the end of the day.
Not really very bad as it is giving chance for all of us to get in at the lower price.
I think the push will continue on today and days to come in this month and next month to hit the new high again.
good luck
regards
rosdi1
post May 9 2011, 11:22 PM

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QUOTE(mletee @ May 9 2011, 11:00 PM)
i c this counter fly for rm2 until rm4.9 yawn.gif
*
Hi
To look it that way to me
it is a yes and no....
just looking it a bit further... AXIATA emerge from the split of TELEKOM....
Axiata is worth at RM7.50 in 2008 and adjusted to RM5.50 after the rights in 2009...
and hit a 1.45 low in March 2009.

It is still 12% short from the break-even for the original holders not considering the 3 years wait.
But I think they had started to give good indications that they are doing well... so we can expect them to announce a good 1st Q result this month.
I think there will be a "celebration" if they can hit the RM5.50 again.
Regards
rosdi1
post May 11 2011, 12:23 AM

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QUOTE(rashid1218 @ May 10 2011, 11:28 PM)
Hi,

why suddenly TM is announcing 29cents capital distribution? Is it because they've excess cash? Why not announce it as dividend payment?

any sifu can help. Thx.
*
Hi
I think not suddenly... This is the 4th times in as many years they had announce the capital repayment....( I think I am right??)
The first time in 2008 was almost 4 times more than this.
Capital repayment means the money come from the reserve and Tax free? ( the money came from profit which had being taxed before)
When TELEKOM was split it was announce as part of the policy that TM will payout at least RM700 Mill per year to share holder for the next 4 years (0.10 per share)
Since this is a capital repayment and not dividend the chart will be adjusted and TM will be able to maintain a good growth look.
More important this will make their big share holders like PNB, EPF , and Khazanah very happy.
I hope what I said is right. ( Will someone correct me if it is wrong?)


PS: This is an AXIATA thread not TM .. it should had being posted under TM thread

This post has been edited by rosdi1: May 11 2011, 07:44 AM
rosdi1
post May 11 2011, 10:18 PM

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QUOTE(nasni @ May 11 2011, 11:03 AM)
Need vol in the range of 20m to push the price further.

next resistance?  is it 5.20?


Added on May 11, 2011, 5:01 pmVol  10.2m, need more to push the price

go axiata go  rclxms.gif  rclxms.gif  rclxms.gif
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Hi
I think your 5.20 TP is a bit low. My TP is the very significant 5.50 before the dividend X date..(6th June??)
let's us cheer together.... rclxms.gif go AXIATA go rclxms.gif thumbup.gif
rosdi1
post May 12 2011, 03:36 PM

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QUOTE(nasni @ May 12 2011, 01:37 PM)
me too, been trading on this counter since early last year at 3.3x  smile.gif

from statistics, my most trading trans  has been on this counter  biggrin.gif

so here we go:

Go axiata go  rclxms.gif  rclxms.gif  rclxms.gif
btw, the current ceo  was my former boss at 2 diff places.
we knew his work style


Added on May 12, 2011, 1:40 pm

thanks for the advise    biggrin.gif

i'll follow your TP @5.50, no harm in earning more.
i wonder whats the next resistance level?
*
From my calculation the first resistance 5.15 and the next one at 5.52

I know the Boss from his IBM and DEC days trying to sell computers to us....nice guy...
rosdi1
post May 13 2011, 07:34 AM

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QUOTE(Bonescythe @ May 13 2011, 12:22 AM)
Telco, Banks, established consumer products will never be wrong..
Only will up up up.. Need time to show it only
*
The original AXIATA share holders from 2008 still had not recovered their investment!!!!!
But if they had manage it properly they could had made a very respectable profit with AXIATA

Compare it to TM... by not doing anything you could had double your money from the same day in 2008



rosdi1
post May 13 2011, 05:00 PM

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QUOTE(nasni @ May 13 2011, 04:33 PM)
what do u call them?
Blue chips?  or some other chips not from gambling term?


Added on May 13, 2011, 4:36 pmGo Axiata GO  rclxms.gif  rclxms.gif  rclxms.gif  rclxm9.gif

Vol 21m,  @ 5.02    drool.gif
*
One of the transaction is huge,, 1.2Mill (RM6Mill) when can I get money to trade like that
Today they are setting up for the 5.50 target.... rclxms.gif go AXIATA GO rclxms.gif notworthy.gif
rosdi1
post Jun 1 2011, 12:21 AM

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QUOTE(staind @ May 31 2011, 06:58 PM)
1st Qtr profit decreased by 40.49%.

Based on this qtr results, the forecast by OSK seems far away.
*
The profit is not better than same Q last year but much better than last Q with EPS -4.0
Attached Image

Someone should go to their AGM tomorrow ( 1 June 2011) at Sime Darby Convention centre near KLGCC and ask mthem to explain all this...
I think the share will recover a bit after the AGM...

This post has been edited by rosdi1: Jun 1 2011, 12:25 AM
rosdi1
post Jun 2 2011, 07:55 AM

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In the Star
http://biz.thestar.com.my/news/story.asp?f...65&sec=business
rosdi1
post Aug 24 2011, 08:21 AM

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I am always bullish on AXIATA...
but last year result was pulled back by the capital readjustment of their investment in IDEA in India based on the share price. With the recent drop in Indian share, but IDEA had gone against the trend and moved from the RS 65 to RS 93 if the price hold to this level until end of the year than they will have to make a huge upward adjustment...


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