wct and gamuda favour by funds manger. construction counters underperformed last 2-3 years. hopefully with the ETP roll outs. the construction sectors can perform this year.

we need to be cautious on the Borsig listing dates. due to market uncertainity. things can be delayed.

gamuda core 3-4 areas favourable. construction, property, mrt projects and toll roads. this is my personal assessment. good luck guys

gamuda may benefit from the 3-4 core areas. construction, property, MRT rollout and toll collections

valuable lands banks at kajang and bangi area. kajang & bangi last valuation done 12-15 years ago. carrying cost extremely cheap at their book levels.properties around kajang have moved up in value. look at SP SETia valuations.

our education standards has been sliding backwards since 70's and 80's
.
the fall gradually accentuated with the phasing out of the missionary schools and the medium of instructions in the school system

the problem was further compounded with the retiring of senior (dedicated) school teachers. the new intake of teachers was flawed. what we lost (good teachers) benefit our immediate neighbours.

SP Setia share is 40% of the Battersea project.personally i feel counter is waiting for the private placement to be completed before it's move. this is my personal opinion

hot money will push the market (index) higher prior to announcement of GE 13 election dates. tendency for the market to move sideways (or lower) after the announcement. after that keep our fingers cross. ride the wave when the going is good.

the biggest anxiety facing investors is timing of the GE13. looking at the news reports. BN most likely will call for elections upon expiry of their (5 yrs) full term. After March school holidays(23-31) only other alternative is between April 29(Good Friday ) - May 01(Labour Day) holiday break

in banking. your balance sheet matters alot. it's like receiving money ( FOC on savings deposit ) and loans out the money with high margins ( loans & overdraft etc)

agreed . but the problem is YTLP large percentage of free float. YTL needs to address the parity of the pricing

DIGI (CEO) waiting for clarity from our Government's stand on telco foreign shareholdings. need to be patient

IFRS reporting ? look at olam valuations and their replies to muddy waters allegations

Vietnam venture can either brings unexpected profit or additional earning risks. no risk no gain.

keck Seng is a good company but fail to generate interest. you need to hold for long term not short term play.

agreed.to be a learned men(lady) is different from getting an education. wishing everyone a prosperous new year & enjoyable holiday break

Overseas market (allows shorts) whereas our local (KLSE) prohibit. some of this strategy may not be applicable in our local context. nonetheless, it's good to read their strategy especially on the warrants and over the counters stocks

politics,race, education, religion is something close to our heart. how we achieved it on a more equitable basis is something we have long talk, discuss, argued and disagreed many many times.

going forward, this country politicians need to sit up and think with their heads. being moderate and open in the best way forward. we cannot close our eyes and minds to the ever changing world. never be a ostrich ( HEAD IN THE HOLE)

TDC is currently holding 275 Million shares in DIGI (3.5%) TDC is intends to maintain the balance 137 Million shares ( 1.75%) as their company long term investment. the dividend in species distribution of 6 (DIGI) : 25 (TDC)is pay back the long suffering (big) TDC shareholders who has endured numerous capital reductions in the past.

whether a good call or a bad call is very subjective. even fund managers defers in their calls. likewise do not pick (choose) your stocks on hearsay. do your own homework and stock analysis.

trading is not easy you need to open up your eyes (ears) to the ever changing market conditions. nothing is static. but the most important factor is your own timing and your very own risk tolerance

try to ( i repeat)cut your losses but let your profit runs. it's not easy but at least be aware.

everyone is entitled to his or her opinion. one person makes money = another one lose money. this is call free enterprise. but we need to differentiate between logical and wild calls?

market is taking the clue from overseas. klci under perform compared to other asian markets. need to monitor (in case) snap elections

telcos earnings is stable plus all the new smart phones users.most funds managers still positive on telcos. incremental earnings from voice calls plus higher income from data (non voice) segment. this is my personal view. good for long term core holdings.

there is something we can control and there are other things beyond our control. the political divide is something which we need to live with it. times have changed ( for good or bad ) depending which side you are on.

whether BN or PR wins. the people in power needs to ensure the people needs are taken care. the waiting game for GE13 is killing the market.


nobody can predict the future. but coming 2013 will be a tough year for everybody. wish everybody good luck and trade (vote) carefully.

You recognised a person contribution NOT from the money you make from him. A great men (lady) is one who cares to give back to society (or the less fortunate)without any publicity or recognition.

You dont need to know his name but you recognised his(her) deeds. this is what we call humility. there are plenty of rich people but not many are willing to give back to society.

it's take a special character to walk away from power and lives a simple life.

a very humble guy. you don't need to be a tan sri or datuk to do good. a simple man.

EPF must have solid reasons to bar Public Mutual. comparing EPF rates with their funds return is normal publicity. unit trusts distributors relies 80% sales from EPF withdrawals. can anybody enlighten? reasons for EPF action

need to know any specific reasons for the (EPF)suspension. is it compliance or any other reasons

this is interesting. what about public gold (another trading company) not related to public bank bhd. seen a recent magazine write up (front page)on their cover?

to much paper money being printed. we have QE1, QE2, QE3 (now) the flat currency minted by the central banks is staggering

i am more concerned on the impact (if FDI) pulls out from Malaysia. The damage ? your guess

no risk -no gain but try to reduce the risk. never fight against market trend

CPO prices is down because of slow sales and high stock inventories. stock is projected to hit 2.30 Million tons end September and possible 3.0 Million tons next year

research analysis is an art like face reading. sometimes you are right, sometimes totally out. trust your own self. it's your money to invest

just buy scomi. upset potential is higher

the validity period for the additional export quota is between 2-3 months. If the approval letter is dated at end July. the companies need to ship out the CPO on or before end-October

estimated cash pie - around 5.0- 6.0 billion under genting group

everything is on hold pending GE13. i guess the Minister(s) will not be the same

as a Dividend play- big disappointment

KLCI index is supported by local funds (eg EPF, PNB, Tabung Haji, LTAT )
when Foreign funds sell somebody need to support the market.

don't take the research house words for granted. they will revised the prices as and when required. market up - revised up. market down- revised down. they only cater to selected clients with their in house reports (but not to the general public) trust your own judgement. it's your own money

Boustead is the holding company. whereas BHIC is the ship building arm . BHIC will benefit from naval ship contracts. priority is given to local co's. BHIC is headed by ex-navy chief

x-dividend date is fixed (i.e. 05/09/2012). you cannot buy on x-d and register for the entitlement

we cannot guess what the market direction but we try to anticipate & react to the changes. KLCI is hit by the FD selling and GE13 (?)
anxiety (worries) on the outcome.

better stay out till a clearer picture emerge. this is my personal assessment

Hua Yang is a good counter but-but company lack branding. strong in Penang area. pays good dividend. sales targeted at middle income class(afforable) housing

Hap Seng is a good company but NOT necessary a good counter. U need to hold it ( eg 6-8 months minimum)

House prices is so expensive. it takes 30-40 years for loan repayment. only my children can enjoyed the fruits of my labour.
this is a DOG life

building malls is an additional recurrent income

genting is a good defensive counter. re-rating by funds manager might push the counter higher? need to be cautious (long holidays break ahead)

George Kent is looking at sub-contracting out 80% of the ampang LRT project. All the local big boys Gamuda/ IJM are not too keen for the sub contract works with george kent. the smaller outfits like WCT / AZRB may be link to the civil part of the LRT extensions. just a guess ?