i have nothing against unit trust investment but we need to be careful in choosing the right type of funds to invest. avoid investing in the same category of funds.

the only complaint against unit trust is the high sales charges loaded on the funds compared to other countries. why must we invest thru agrents can't we go direct invest directly thru the funds companies.

this is something the agents always tend to avoid or refused to answer. not all UTC is experienced in the market. this is my personal view point.

sad. politics and business should not mix. political beliefs and support should be separated from business dealings. hopefully, our country will progress and have a new mind set. supporting either BN or PR is not a sin.

Supermax make a big decision. Mr Stanley Tai is a brave man in the corporate world.

dividend announcement big let down. keep finger cross if the BOard will announce anything special when the tax credit expired end of the year. still another 7-8 months (too wait ) before expiry.

others than dividend perhaps bonus issue thru their land (iskander,johor region) revaluations. based on the annual report . land has not revalued since 90's.

i do agreed with the learned professor. Najib is the most hardworking PM ( trying his best) to deliver. But the top down approach is NOt filtering to the ground. this is my concern that the gist of his policies is not followed 100% by the government machinery

still early to gauge the votes swing. urban votes will be pro-opposition but BN has their edge with the rural base. Kedah(PAS) is dizzy with Mukhir Mahatir (UMNO)homing in. Other peninsular states will remain stautus quo. the king maker will be Sabah & Sarawak

very disappointed over the 6% dividend announcement. nothing to shout about. kec seng ( in cantonese )

what about a hung parliament? no 2/3 majority but maintain status quo.

political links counter(s) will be affected. Malaysia is different from others. It's not what you know but whom you know that's make the difference

market will maintain momentum prior to actual run up on polling dates. EC will announce nomination & polling date(s) today. rumours circulating 2 May is the (prefer) polling date.

it's hard to predict which way the market will move. nonetheless, KLCI is well supported by the local funds ( eg PNB, EPF, Khazanah, LTAT , Tab Haji)

UNless PR romps home then we will see a shift in the government link funds. if the BN still remains in power. the government funds will still stay fully invested.

the danger comes when there is dramatic outflow of foreign funds when they sense there is a change in the policy direction.anyway it's always prudent to be cautious when the GE13 is around the corner

there is a saying " no risk no gain " it all depends on your risk

well documented facts by YY koon. personally i feel the market may be ripe for a correction irrespective of the GE result. KLCI is now at their highest (1,680-1700)

remember the slogan " sell in may and go away" it may come true.anyway for the brave hearts " no risk no gain"

brothers. beware of the value trap. high nta but not necessary reflect in the shares price. management must be pro active to unlock the value IF not remains undervalued shares

yes. i agreed with CM (Taib ) comments. MACC is not honest

the main grouse is the high up front sale charges levied against investor. for cash investor 5% is very high and to be honest if you work backwards no ALL funds are performing.

for long term holders( above 5 years) if you invest in blue chip counters or buying properties, the returns may even be higher compared to unit trusts funds return. government unit trust ( eg. ASM or ASB ) is highly recommended for the ordinary "man on the street" where their track record and solid records is there.


i am not against unit trusts savings but i am very disturbed over the high up front sales charges and lack of information from the fund managers. their dividend or distribution policy where as best " you can guess based on past result". they should be more forthcoming on this issues and their investments. this is my personal viewpoint ( no disrespect to any UTC )

every investment carries risk. the higher the risk - higher the returns. even FD also carries risk. look at Cyprus. out of the blue. they came out with a rule to tax the depositors. if they carries thru. every fiscal tight country will follows and implement the deposit tax rule.

bull shit. rSPO what about modified GMO in Europe and US

undervalued shares is very subjective. the company may be assets rich but please bear in mind is the (major) shareholders pro active or passive in managing the company.

that particular undervalued counter may continue to be under value for a long-long time IF the shareholder does not sell out or maintain the current status quo. this is my personal opinion

as long the stand off is NOT prolong. the impact will be minimal. Felda Refinery and their Oil Mill ( FElda sahabat) is close to the village. Others like KLK, LDEO, Kwantas operating around Lahad Datu area will also be affected.(e.g. intake slow down etc )

comments noted. whichever way we look at the market. election risk? is a on going concern among many investors. until the GE is resolved. our market will continue to under perform. units trust ( open end funds ) is vulnerable to unit holders withdrawal.

i might not be 100% right but to give a run down on Bstead. a GLIC (controlled by LTAT). well diversified group. core holdings Pharma, Affin,Plantations, REITs, BHIC ( Ship building), Property development, Hotels, BH Petrol and manufacturing.

Pretty good dividend counter but the only fault lies with the strong linkage with ruing party. nothing wrong as Pharma and BHIC is dependent on Government projects.

at 4.70 - 5.00 reasonable discounted price consider total sum of parts
valuations at 7.00-8.00. the only concern is election risk but for long term investor . this is secondary.

this is my personal opinion and not any invitations to buy or sell. good luckl

some people are more equal than others. remember the "animal farm" story?

good business sense but politically sensitive on the HSR link between Singapore and Kuala Lumpur. Need to wait for details after GE13

invest in paper gold or Gold investment account at authorised banks ( eg. maybank , uob, public bank)

invest in gold as part of your diversified portfolio. gold prices tend to trend up in times of uncertainity. we are now living in challenging times?

elections jitters ?

revaluation exercise within a time frame of 6 months is tough. MPHB hold a spectrum of landed and non landed properties. Valuers need time to update their valuations ( ie. based on last transacted price ) less whatever costs plus mark to market valuations.

hana. rhb research.other details need to look at their annual report. ng ah chai bought 5.63 Million shares open market 1.25%. fillings from KLSE return

NTA at 1.71 @ 2011 plus 50sen cash per share and 22 Million CEPCO shares. free float 60%. valuable land bank at Kajang. Major shareholder holding less than 20%. Counter may attract funds or other interested parties. RHB valuation at 1.77 . highly possible as a take over target. this is my personal opinion

2.62 Million tons inventories is a drag of most plantation counters. alternatively look at "incken" counter. rumours of Owners (Ng ah Chai) buying back the cash rich company.

incken hold 230 Million cash after selling 2 parcels of land to UEM. holding 360 acres in Kajang. holding costs extremely low. last valuations done 12-13 years ago.

GE13 most or less anticipated at end march or early april whichever come first. whatever projects pending will be roll out before parliament is dissolved. BN will try their best to push the market "feel good "factor before the elections.

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.