insas - be patient. waiting for next corporate moves

i owned a used C200 Mercedes ( 2003 Model ) compared to a newer Camry / Accord ( 2012/2013) . anytime for safety the C200 is still a better choice. and in addition the C200 is half the price of the Japanese model

interesting & good write up on Soh Chee Wen.

DAYA price will move up. waiting for the breakthru

Mr Koon thoughts on JT is highly interesting. Nonetheless, the forecast is on the Company future performance ( i.e.next 3-4 years ) we need to be aware of the future changes( eg. Company Management, demand and supply etc ) which will have an impact. Buy at your own risk and do not blame anyone. Once again, thanks for sharing your thoughts

RPGT is a regressive tax hurting genuine buyers and speculators who flipped their property. irrespective of the locations (whether in sabah, pahang, johor or FT ) it's applies across the board.

interesting article (alternative views)against the government official statistics. China may tweak it's economy to avoid any hard landings given the size of the country. whereas Malaysia limitation (eg high debts has less room for the country to provide strong economic adjustment ) against any economic fall outs. Nobody likes to have a economic bubble in it's own country. Not me !

everybody will be hit by GST. initially 6% later raise to 10% than we know the impact. Don't question now later no more chance to ask why?

K.seng is cash rich. their family will not sell. most likely they will undertake the development on their own

the NGO's has hidden agenda against oil palm growers. (Indonesia) ticked off the Western NGO's. Before we can take care of the orang Utans we need to take care millions of our own orang Miskin.

Western NGO's are biased against ASian countries. look at their own countries. All their forests have already make way for Industries in the early 50's and 60's. Now they are telling (Asian) countries do not developed and restrict the land usage.


We need to have a balanced view of development. What's the NGO's says is not gospel truth. Look at China. NGO's have years complained China on many issues. China struggles thru the 60's and 70's. until Teng open up China thru their new economic policies. Western countries shun China.

China appeal to their overseas Chinese (Wah Chiao) to answer their call for development. Who responded Not the western NGO's but people like Robert Kuok , Li Ka Shing, Henery Chao and many many overseas Chinese investor.

This is my own opinion and nothing personal against the NGO's.

winning is everything. what's others thinks is immaterial. what's UMNO delegates think is important. UMNO election is more crucial than GE elections. think !

long term investment has changed. we need to accept our risk tolerance.is it 6 month,1-year or 2 year time frame ? most of all know the industries. buy the shares only you understand their operations

quite true. but nobody like to lose money. maybe we can changed the header " how much excess cash you have " to invest without bothering the market directions

supermx needs to hold. still cheap compared to topglove, kossan or harta. qtr result within consensus. this is my personal viewpoint. happy trading

put aside Singapore, Korea or Hong Kong ( China). we are losing grounds to our ASEAN countries ( eg Indonesia and Thailand) very soon ( Vietnam or Philippine) if we are not careful then
we can see Malaysian working as maids, drivers , packers, security in other countries.) Jokes aside, something need to address the serious brain drain syndrome.

with the min.wage implemented, crackdown on illegal workers, higher fuel costs, expensive land costs, lengthy delay for multiple approval(s). How can prices in main cities be lower. not forgetting the weakening ringgit against
USD and SGD.

this companies have the cash but the owners ( main shareholders ) seem to be low key & prefer the co's off the spotlight. they will just churn along the market unless they have plans to take it private. KLSE has lot's of this deep valuation co's. we need to hit the jackpot if a particular company is a target of a hostile take over. this is just my personal observation

the bottom line. account deficit too high to sustain. ringgit will be downgraded(if nothing is done) living standard will be affected if GST is push thru in October

with the GST the salary workers will be most hard hit. And if the Bank increase their rates (loans) again the average wage earners will be affected

the government has more issues at hand. weakening ringgit against major currencies is indirectly raising inflation. foreigners exiting our bonds and equities market to channel back home their resources. KLCI dropping plus flip flop policies. the last thing they have on their mind is to discourage non residents buying properties. iskander needs foreigners to invest (if not will be a big flop)

TA & Charts are not applicable when the market turns upside down. Market momentum is too strong for anybody to fight against the trend. Apart from deep pockets you need to be 100% confident in your analysis.

Even you are right, timing the market for the turn is not easy. But at the end of the day. those who take the greater risk reap the biggest gain. Happy trading

market id down. daya is still holding up. good signs

Muhibah is a good counter But Petronas job holdback (delay) is a damper
on their prices. Muhibah is trying to secure more O & G contracts. Their inland Port Klang yard is not conducive for fabrication of deep sea rigs.

Nonetheless, most funds has a buy on Muhibah. Investing is not instant gratification. we need to be patient and ride on the trends. O & G is the in thing. we need to ride the trend (wave) on O & G counters. this is my personal opinion

0.25 sen 15/08/13 (today)

good for long term play. coastal still lack buying momentum.

DIGI is for long term play. current quarters flat. due to stiff competition and subsidies on smart phones.

BNM will not react to Fitch's downgrade. BNM is only answerable to the government (not to Fitch). with Petronas we are still OK compare to other countries without natural resources. Malaysia is a country of abundance but but somehow where does all our exports (eg. crude oil, CPO, rubber ) money goes to. you need to find the answer yourself

go with the trend. bad market (stays out) . good market 9ride with the waves.) we cannot fight against trend. no man is a island

interesting views on stocks but i do believed that selection criteria may differ but the bottom line is we all of us, here is to make profit out of the market.

the number of stock selected is important. one may have a short list (eg. 5-6 stocks on the watch list)if we can hit the target on all the 5-6 stocks ( that means we are 100% accurate)

the bottom line is the holding period of the stocks. At 1,800 index most funds are targeting between 1830-1840 year end. that does not leave much room.

if we can identify growth stocks for 2014 that would be really of interest to people reading this blog.

trading & investing is 2 different ball games, what you learn might not translate into real trading situations. this is what we call school of hard knocks. learn from experience and not just rely on text books.

contra plays and short term investing is different. what's important is your time frame (holding period) this makes a winner or a loser. this is my personal viewpoint. happy trading

more positive news flow coming. wait for MRT extension on greater klang valley. happy trading

fund managers attracted to muhibah cheap valuations . core business in the right sector. PE ratio undemanding plus SOP under valued. positive news flow on MRT construction sectors.

good counter with good potential. wait for Petronas awards. they need to get a strategic partner ( core investor) to go for the Petronas job contracts.

Muhibah among the few local co's (fabricators) able to undertake Petronas jobs. Oil & Gas is among the KEY GTP plans to turn around our economy. More jobs on the ways especially marginal oil fields and related works.

long term value buy. this is my personal assessment. happy trading

Oil & Gas, Construction , Highway Toll is Muhibah core business. After getting hit it last year (with one off write down.) Business is positive
with all pistons firing. Any placement of shares with a strategic investor partner will enhance their profile. this is my personal assessment. happy trading
.

what's good (buy) today May not be a good buy one week later. trade within your means. split between trading play and dividend (long term play)

short term (contra) is different from long term. sentiment is different from fundamentals. this is my personal opinion.happy trading guys

you need to be patient with this counter. very shrew operator. up 3 days down 1 days and listless for the next 2-3 days. big

construction & oil gas is under the spotlight. you can expect more news on the MRT, HSR, WCE and Petronas awards etc. accumulate on dips

it's no easy to buy 500,000 lots in the open market. only between brokers you can do a block trade (500,000 lots).

DIBS will have an impact on certain high end developer. Hua Yang more on affordable market will not be impacted. i believed Hua Yang also not selling Penang houses thru DIBS

haze is hitting everywhere down south. muar just declared holidays for the schools. malacca is also affected. smog everywhere. advisable not to travel. highway also hazy

when market is bad. technical readings (line of support, Moving average. candle top)cannot be relied upon. the bearish momentum will just kick out the so call resistance. this is my personal opinion

never over commit and you will not be pressure to sell if the market reverse. afford what you can buy and you can sleep soundly not worrying how the market is going to open tomorrow

Prior to the share split (1:5) TDM has increases their shares by way of Bonus issue (1:5). the cost is much lower if the bonus adjustment is taken into account

there is no 100% safe investment. criteria is a guide. ultimately it's you who decide to invest in shares, properties or reits. everybody has their own preference

with due respect to Ku Li. most of the present MP's are new and come from different groupings. within UMNo (present day) the MP's profile have differ from the past when Ku Li challenge Mahatir. it's highly impossible at this stage for Ku Li to get the numbers

market affected by the sharp drop on DJ and HK plus the weaker asian markets. need to watch coming Monday market (Malton) T+4 = due for contra players

sold at 88 but no regret. thinks the market needs a breather. wait for price to dip before going in. T+ 4 days = technically means selling comes in after 5th day. this is my personal assumption. happy trading cheers

gearing is my only concern. Pavilion 2 project. desmond lim (malton) can always JV with dubai investor

looks like a done deal for Malton

our policy (government) control on telco is holding back DIGI. DIGI has always plays second fiddle to Maxis and TM. even the award of 4G is not in DIGI favour