cn21

cn21 | Joined since 2014-08-30

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

492

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
492
Past 30 days
0
Past 7 days
0
Today
0

User Comments
News & Blogs

2015-04-21 14:17 | Report Abuse

Try NOT to be so negative.... Please participate and say NO to 60 years only can withdraw EPF....

News & Blogs

2015-04-06 09:22 | Report Abuse

Dr M met Azmin in London, attended Anwar father funeral.....coincident or plan??
Tengku Razaleigh suddenly become so ACTIVE is making comments....and speech in parliament....is it another sign??
Lim Kit Siang proposed a coalition government...........

Will Tengku Razaleigh the next PM.....start a new legacy of "RAHMAN" (RAHMAN. ... represents the capital of name of Malaysia's prime minister so far)......

Tengku Razaleigh is a well accepted politician by all races.....and even PAS will accept him as new PM...

News & Blogs

2015-04-06 09:12 | Report Abuse

last I heard from our "politicians" during coffee break chatting.... they told me that PM will step down in mid 2015...as, new PM needs time to show his new leadership and performance before next election. I thought is just another political rumour.....BUT, it appear to me now, this "rumour' may become REALITY....Let wait and see, Dr M next move....

News & Blogs

2015-04-02 11:34 | Report Abuse

Malaysia and Malaysia are different "entity".....we love malaysia, we therefore believe that Malaysian deserve better government.....take Singapore government as model......we learn from them and hope in future we can do better than SG government..........

We did not say malaysia is no good....we said Malaysia government is NO good....

News & Blogs

2015-04-02 10:18 | Report Abuse

Be objective....In general SG government (management) team is definitely stronger and better team....SG government set a good example for any other countries governments (including Malaysia) to follow ....

FYI, even China government is sending their senior officers to SG to learn public administration....

News & Blogs

2015-04-02 10:00 | Report Abuse

My singaporean friends like to complain about Sg government, I replied, how about My government team to lead their government......Immediately, they become "speechless".............

I believe Malaysia deserve a better government with good governance....

News & Blogs

2015-04-02 09:56 | Report Abuse

if we compare Malaysia and Singapore in general, Malaysia is a "better" place to live.

BUT, we are comparing Singapore(Sg) government against Malaysia (My) government. Then, obviously, Sg government is a very much efficient, forward planning, cleaner and people oriented. Look at what SG achieved in the last 50 years compare with My.

1. Sg dollars vs My ringgit
2. GDP growth
3. GDP per capital
4. Number of public housing
5. Quality of public hospital
6. Education standard
7. University ranking
8. Crime rate
9. Corruption index and etc.................

News & Blogs

2015-03-31 14:15 | Report Abuse

Koon-con......you must be live in the cave.....my nephew (Singaporean) not related to any rich and powerful family...is now studying in Harvard.... IF you are not that smart.....dont give excuse and blame others....

News & Blogs

2015-03-31 14:10 | Report Abuse

KoonCOn....get your facts right...LKY and his wife not from rich family....he does not benefit himself and his family by ruling the country....he and his wife live in very simple life (no diamond and US30 million apartment in new york)...and he donated most of his saving to Singapore bi-language fund....

News & Blogs

2015-03-31 13:59 | Report Abuse

KoonCon.....please stick to your argument....dont divert it......

News & Blogs

2015-03-31 13:54 | Report Abuse

Dont envy "Lee Dynasty".....can you get 1st class honour in Oxbridge??? I know academic performance does not represent everything....but his family members have proven that they can also produce remarkable results in their careers....If you look at their past presidential scholars,more of them are "achiever' in their fields.... If you are as good as Lee family member, you too can excel in their society...

News & Blogs

2015-03-31 13:48 | Report Abuse

what is the point to live in democratic society if the government is hopeless and not practice good governance like Philippine, Greece, Brazil....and etc.....

News & Blogs

2015-03-31 13:43 | Report Abuse

Kooncon, You do not need to own car in SG as the public transport (MRT, taxi and etc) is more convenient than to keep a car at home...Singaporean HDB apartment are very much better than most apartments (less RM1 million) in Malaysia in terms maintenance, facilities, security and cleanliness.

We need strong opposition when the government is rotten, useless and corrupted....Singapore government is well known as one of the most well disciplined, clean, efficient and people centered governments in the world...thus, the opposition may not be "needed" as compared to Malaysia and other 3rd world countries. World class "dictator" government that practice meritocratic, fairness, equality, uphold legal system is better than so called democratic government that lost direction, incompetent, corrupted, no proper legal system and practice nepotism and cronyism.

I believe most people willing to trade democratic with world class government governance.........

Stock

2015-03-02 17:51 | Report Abuse

RUN...RUN....RUN......Dont expect a bunch "idXXX" to turn around Proton....Proton is so much a bigger hole that DRB can handle.....

If DRB cannot turn around Proton.....DRB will be dragged to HELL.....

Show me any "politically linked company" that able to turn around......???? I cant recall any.........

Stock

2015-02-27 12:20 | Report Abuse

DRB should decide whether to get the "RIGHT" CEO to turn around or to divest Proton...........

Stock

2015-02-27 10:24 | Report Abuse

Winson: last quarter result published.....the profit down by >90% comparing to preceding year quaterly result...........RUN......RUN....ASAP......

Stock

2015-02-10 13:22 | Report Abuse

Buy at your own RISK!!!!!

Stock

2015-02-10 13:21 | Report Abuse

Be careful.....there is a BIG risk that the company will be de-listed.....

Stock

2015-02-10 13:20 | Report Abuse

Under the proposed capital deduction (Proposed Regularisation Plan), the share is only valued 1 sen.....please check the company announcement for the detailed proposal.....Thus, even 2sen is overvalued.....please check before investment...

Stock

2014-12-23 11:35 | Report Abuse

(吉隆坡22日訊)消費者憧憬車價將隨消費稅(GST)上路有所下跌,以及生活成本攀升和全球經濟前景不明朗等利空恐導致消費者審慎消費,抵銷明年新車持續面市利多,汽車業者和證券行紛紛預期明年上半年汽車業表現將趨疲,全年銷售更可能“零”增長。


大馬汽車商公會也認同明年初汽車業增速將有所放緩的看法,主要是消費稅上路可能使汽車公司在過渡期面對問題,而部份買家也可能靜觀其變。(檔案照)(圖:法新社)
普騰控股有限公司首席執行員拿督阿都哈里特向《馬新社》表示,預見集團涉足的環節將提供許多的增長潛能,但隨著消費稅在明年4月上路,對市場前景感到審慎和小心。

車價下跌傳言充斥市面
“基於市場傳出許多車價下跌的不實消息,消費者可能在消費稅上路後採取靜觀其變的態度。”
他補充,馬幣兌主要貨幣持續走貶也將不利於市況發展,因進口價格變得昂貴將烘托車價,相信2015年上半年車市表現將非常疲弱。
第二國產車公司總裁兼首席執行員拿督阿米納也預見明年將挑戰重重,但希望整體表現將比今年更好。
“其中一個原因是,Axia銷售動能猶存,一旦其銷售轉向穩定,Myvi和Alza將支撐銷售,並成為明年銷售增長的主要推手。”
大馬汽車商公會(MAA)主席拿督艾莎也認同明年初汽車業增速將有所放緩的看法,主要是消費稅上路可能使汽車公司在過渡期面對問題,而部份買家也可能靜觀其變。
“2014年領域總銷售料按年增長1%至66萬輛,而馬幣疲弱可能對部份汽車公司帶來壓力,2015年銷售表現可能與今年相符,甚至是持平,協會恐需調整2015至2018年的69萬3千500輛、70萬8千輛、72萬3千700輛和74萬零400輛的銷售目標,但現在仍言之過早。”
國內車商紛紛看淡明年銷售前景,艾芬黃氏研究和馬銀行研究也雙雙加入唱淡行列,其中後者預見明年上半年領域總銷售將按年萎縮3至5%到32萬輛,但下半年銷售則有望增長6%至33萬3千輛,拉平全年銷售至今年的66萬輛水平。
艾芬黃氏研究認為,消費者憧憬車家將在銷售稅後下跌,可能展延購車決定,但相信汽車生產商不會顯著削價,因多數車商已提供優惠折扣和促銷。
“我們相信消費者展延2015年上半年購車決定,可能導致第三季汽車銷售出現噴發情況,預測明年銷售將些微增長2%至66萬8千輛。”
不過,馬銀行研究表示,基於消費者情緒低迷,青睞投資涉足不會過度擁擠的經濟型房車市場,以及日圓進口主導的汽車業者,建議“買進”MBM資源(MBMR,5983,主板貿服組)和成功汽車(BJAUTO,5248,主板貿服組)。
艾芬黃氏則對汽車和零件領域前景持續感到審慎,主要是相信領域估值已趨向合理,未來重估催化因素受限,維持領域“中和”評級,投資首選為MBM資源。(星洲日報/財經‧報道:洪建文)

Stock

2014-12-23 10:23 | Report Abuse

Auto sales up on year-end campaigns November TIV rises to 55, 313 units
Tuesday, 23 December 2014
By: EUGENE MAHALINGAM


PETALING JAYA: Malaysia’s automotive total industry volume (TIV) in November increased 5.9% to 55,313 units from 52,252 units in the previous corresponding period, driven by year-end promotional campaigns and new model launches, according to the Malaysian Automative Association (MAA).

In a statement yesterday, it said the passenger vehicle segment recorded higher sales of 48,622 units last month compared with 45,749 units in the corresponding month last year, while sales of commercial vehicles rose to 6,691 units in November 2014 from 6,503 units a year earlier.

Year-to-date November, total vehicle sales rose 1.1% to 601,805 units compared with 595,300 units in the same period a year ago.

MIDF Research in a report yesterday said sales in November were driven by Perodua’s strong sales volume, which was underpinned by the recently launched Axia.

“To a lesser extent, the growth was also boosted by Honda’s sales volume. The impact from the Iriz remains to be seen as Proton’s sales continued to be weak.”

RHB Research meanwhile noted that month-on-month, Perodua sales rose 4.8% while Proton sales slowed 0.9%

Stock

2014-12-16 11:49 | Report Abuse

國庫控股(Khazanah)放著全國無數精英不選,偏偏百裡挑一,點中一個“鬼佬”擔任馬航(MAS)首席執行員,這不是擺明討罵嗎?

其實,這應該是明知山有虎,偏向虎山行。

作為國家主權財富基金,國庫控股不可能不理解國內保守派人士的想法,所以前首相敦馬哈迪、巫青團等跳出來指責這項決策時,這些反應應該都在國庫控股的沙盤推演當中,如果一點反對聲音也沒有,這還算得上是大馬嗎?

所以,即使考慮到來自於有權有勢階層的反對聲音,國庫控股也冒著被稱為“叛徒”的風險,堅持委任愛爾蘭航空的克里斯托慕勒擔任馬航新舵手,負責拯救馬航於水深火熱之中,我們不得不佩服國庫控股的勇敢無畏,以及深思熟慮。

在MH370和MH17悲劇前,馬航是個剛剛有點起色的爛攤子,如果轉型計劃進展順利,說不定可以虧得少一點。可惜馬航時運不濟,赤字包袱始終卸不下來。

用最普遍的形容詞來說,克里斯托“沒有蜜月期”,在仍未正式上任的現在,他就得在馬航裡裡外外去蕪存菁,篩選合適的工作團隊。換句話說,克里斯托連自己的位子也沒看過,就開始得罪人。

其實,更早以前,國庫控股放話裁員6千,並選擇克里斯托這個白人“駕駛”馬航時,克里斯托就已經開罪了一大票人。
接下來,克里斯托正式整頓馬航,一掀開地毯,底下肯定充斥垃圾,到時他勢得“手起刀落”,不讓一些寄生蟲有好日子過。這樣一來,將他列入黑名單的人會越來越多,說不定當中不少又是“位高權重”、“達官貴人”、“財雄勢大”的,這樣的一個位子,哪位大馬人坐得穩?

國庫控股找來一個“甚麼都懂又甚麼都不懂”的外國人,運用他的航空業專才,經營一家擁有歐美人不易理解企業文化的國營公司,既要他擔任清道夫,掃除馬航飛行的障礙,也囑咐他扮演老師,協助培訓本地人才,以待未來接手馬航。

國庫控股的這手棋,進可攻、退可守,確實下得不錯,馬航的未來,是值得期待的。

相比下,另一個正服用強力抗生素的前國家汽車公司普騰(Proton),命運就難說了。

汽車業開發新車的成本高昂,製造費用也持續增加,日益激烈的市場競爭促使越來越多汽車公司選擇合併,進一步將普騰等規模不大的對手擠到牆角。

國庫控股甩開普騰這個燙手山芋給丹斯里賽莫達的多元資源工業(DRBHicom)後,算是脫離苦海了,政府卻有躲不開的責任。

從去年起,多元資源工業每年獲得2億令吉撥款,此外,市場也盛傳普騰打算以研發為名,向政府要求數以億計的大筆補貼。

如果普騰有自信能以更低的成本,製造比第二國產車(Perodua)素質更好的汽車,那麼這筆錢可以當成投資;不然的話,這就是另一種模式的拯救方案了。

馬航雖然面對新航、亞航等對手的競爭,但至少在服務、設備等條件仍佔優勢,未來有機會透過降低成本、改善行銷等戰略逐步脫困,普騰呢?

目前,普騰在政策庇護下,雖然仍掌握超過18%市場份額,盈利表現卻大不如前,未來有可能改善嗎?

如果普騰想要生存,不如也學一學馬航,來一招釜底抽薪吧?苟延殘喘的,能活多久?

(星洲日報/焦點評析:王寶欽)


Proton also needs another 克里斯托慕勒...........

Stock

2014-12-16 10:20 | Report Abuse

US used to be oil importer......but today they are capable to produce shale gas/oil (besides crude oil) approximately 9 mil barrel per day equivalent to Saudi or Russia capacity......thus, US is not only self sufficient now,....they can export to Japan and her allied countries....As such.....suddenly the whole energy world is changed...from limited supply becoming oversupply.......Dont forget China also has shale gas/oil.....................

Stock

2014-12-16 10:07 | Report Abuse

from Malaysia Reserve 16/1/2013:

Auto and property group DRB-Hicom Bhd has set a target to sell 500,000 Proton vehicles within five years after it is done with the restructuring of national carmaker Proton Holdings Bhd, which it took private last year.

DRB group managing director (MD) Datuk Seri Mohd Khamil Jamil said the company is implementing programmes to improve Proton’s overall product quality and brand that would strengthen its position in both domestic and export markets.

haaaa.......haaaaaaaaaaaa............................

Stock

2014-12-16 10:06 | Report Abuse

Currently, DRB is the only GLC to keep their CEO, even though, he failed to achieve KPIs miserably.....

Stock

2014-12-16 09:59 | Report Abuse

Jan-Oct sales is only 98K units, to break-even, proton needs to sell 150K units,...ie. they need to sell another 50K units in just 2 months.....is it possible???

Stock

2014-12-16 09:50 | Report Abuse

Proton still in trouble.....Can't even pay suppliers on-time.......not common for GLC to delay suppliers payment.....

Stock

2014-12-15 17:25 | Report Abuse

Proton continue in trouble......delay suppliers payment....mean they have not improve the sales yet.....

Stock

2014-12-15 16:34 | Report Abuse

FTSE is negative now...... Greece problem is un-resolve.... tomorrow RM1.80....

Stock

2014-12-15 09:22 | Report Abuse

25k is including booking not actual sales......subject to loan approval...

Stock

2014-12-15 09:22 | Report Abuse

RM1......is coming......don't rush....

Stock

2014-12-12 09:42 | Report Abuse

RM1.80....RM1.80.....RM1.80............

Stock

2014-12-12 09:38 | Report Abuse

RM2.00....RM2.00....RM2.00..............

Stock

2014-12-12 09:37 | Report Abuse

RM1.20......RM1.20......RM1.20......

Stock

2014-12-11 14:38 | Report Abuse

should go down to 1500 point to reflect the real economic conditions....

Stock

2014-12-11 14:36 | Report Abuse

In business.....don't play racial politic.....choose the CEO based on competencies and track record...

Stock

2014-12-11 14:35 | Report Abuse

Who care white man or black man.....the key is whether he or she can turn around the "sick" companies.....

Stock

2014-12-11 14:33 | Report Abuse

Mahatir is politician not industrialist......let doctor treat the patient and engineer build the bridge.....NOT otherwise.....

Stock

2014-12-11 11:50 | Report Abuse

Proton is bleeding.......

Stock

2014-12-11 11:49 | Report Abuse

next target price Rm1.20......

Stock

2014-12-09 11:49 | Report Abuse

May be Carlos Ghosn, a Brazilian.....he managed to turn around Renault & Nissan.....

Stock

2014-12-09 11:47 | Report Abuse

Proton need new CEO.....may be another Mat Salleh.......just like MAS....

Stock

2014-12-09 11:44 | Report Abuse

next target price is RM1.50......be patient....

Stock

2014-12-08 11:32 | Report Abuse

Dont forget most of Petronas oil are from off-shore, thus oil production costs are higher.....thus, at current price, is not viable to expand production...

Stock

2014-12-08 11:30 | Report Abuse

crude oil price will continue to drop..... Petronas and all other major oil companies will cut down their next year capex....it will definitely affect o&g players in mid term....

Stock

2014-12-08 11:14 | Report Abuse

even in last Sep quarterly account, compared with last year, the profit has reduced from RM226 mil to RM160mil...... I don't believe any non government linked fund managers will invest at PE of more than 20...

Stock

2014-12-08 11:07 | Report Abuse

Next quarter, financial results of Petronas related companies will be badly affected by downfall of crude oil price......

Stock

2014-12-08 11:01 | Report Abuse

The prospect of oil & gas industry is negative....but Petronas companies are trading at more PE 0f 20.......obviously are supported by local government linked fund....it won't last as the crude oil price war will continue.....

General

2014-12-03 18:16 | Report Abuse

Ringgit keep dropping....Bank Negara may raise the interest rate....