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2015-04-19 17:53 | Report Abuse
I think KYY u are wrong. Proton is very successful as it is unprofitable this will get grants and concession from Gov. If proton make money you think gov will financially support them? Another thing is the huge vendors business based on parasites principle of sucking the host ( proton) to a semi dead patient forever on life support system ( tax allowance and grants). In the bigger scheme of things Mahataik is very succesful in this national project. Oh we lost the oppotunity to be the biggest car industry to Thailand precisely bcos of proton based policies. Taksin of Thailand make an all out effort to promote thailand as the regional hub for car manufacturing and yes it is very successful indeed. Thank you Mahataik ..
2015-04-19 17:21 | Report Abuse
Let me throw another stone at the hornet nest..Politic ,economics and social issues are inter related in fact a good school will teach them all in their syllabus. Your investment decision should likewise tainted with them whether u like it or not. We must promote and raise the living standard and diligence of the poor give them adequate resource so that at least there can hold their dignity up and not steal for a living. The Malays Should be empowered to succeed but not like what is happening now where all contract is skimmed off in the name of Bumi but goes to the filthy rich ammo cronies.When will the poor malay be able to succeed if all this raping of resources continues?
2015-04-02 14:48 | Report Abuse
Gauss. Yes I did say overvalue 1/2 years ago but now with result out it is fairly valued . I think smrt have at least 50% upside if all goes as planned within 1 year. Look at the latest result it is actually pretty good. Slowly accumulate as TA is not good ( downthreading now)so a lot of sinkar analyst will sell down. Like I say enjoy your latte and wait in aircon vip room lah while waiting for durian to fall. Off course don't wait under tree otherwise it will kill you.
2015-03-31 10:00 | Report Abuse
Ok looks like there is a delibrate sell down on this counter, don't buy yet let it go down more until the selldown is over. Just enjoy your latte first until cheap cheap offer come then buy. Cheers
2015-03-27 19:55 | Report Abuse
President suite will do, beggar can't be chooser and don't forget tomyam seafood with lobster will be nice for lunch. Oh by the way don't forget SMRT on a platter preferably 35 sen per pak ok?
2015-03-27 16:05 | Report Abuse
Yes fine if it goes to 30 to 40 sen bfore rebounding. Can slowly collect hehehe...
2015-03-27 15:31 | Report Abuse
Hi all smrt stock lovers, remember me? Come to c how things going as I am starting to buy Smrt again to support your cause! To me Technically it should still be on downward bias but then what the hell not that I can buy at the lowest. The poor fellow(seller ) also need to eat mah. OK my 1/2 sen worth no fxxx me as I am 1/2 pass 6 analyst not certified halal. At present valuation is fair even ignoring MEGB purchase. MEGB will still be listed as SMRT will not privatise it. No point in doing so as Big Boss love to play it both ways double the fun when things go north. Remember bos is in fund business! I don't see price moving up fast. Everybody is waiting for next few qtr results after the MEGB purchase ( probably 1/2 to 1 year timeframe). If they can cross sell the medical placement and share resource successfully profit could rise more than 50%. Then again I doubt it can be done in a year
2015-03-22 19:26 | Report Abuse
amoi yes pretty fast sell down luckily for me I notice the trend. I wrote a while back saying I am selling around 2.80 bcos the buying selling is controlled . I will never say sell directly bcos I will get fxxx. I am now looking again to see if anymore dead chicken I can pickup but have to careful as lots of c4 on the floor! If u want to buy wait until the trading volume reduces. Now is the big sharks playing no way you can win.
2015-03-22 14:52 | Report Abuse
hi nothing to do come here to talk coc. First Calvin love your persistance. Tai lei fatt. I won't say bad things today to spoilt the mood just wanna say BJc is a good trading stock just buy low sell slightly higher every few days. But make sure buy alotlah otherwise no meat. Don't believe me look at the price , volume tread everyday and u c what I mean. Chao Kong hee fatt choy
2015-03-22 14:40 | Report Abuse
good move to lock in xchange gain as plane bought at around USD3.1 then. All plane purchases is almost on maximum loan and this could unlock gains if there is surplus capacity in airasia.Once interest rate hike happens in US the USD will fall back to normal valuation within a year or so. The sell down of airasia from 2.80 is gradual definitely by funds and big boys and is still on so trade with caution.If u want to buy wait until volume dries up.
2015-03-10 18:21 | Report Abuse
We should see the whole picture in the eye of Puncak bos. Does the compensation benefit him? Yes he hold majority share as well as the loan stk issued to somebody likely in trust which upon conversion will paretake on the durian runtoh. He is a very strong man in ammo so what ever happens Fed Gov will make sure He is not screwed.
Wayang kulit between State and Fed is bound to happen with new MB in the pic. Both need to settle the issues. Fed Gov cronies have a lot to loose if Langat2 dosen't proceed smoothly. You know cost overrun and delay cost adds up.
I don't see any major problems to puncak but this shocks will likely be a good excuse to accumulate! I think the only problem could be after getting the restructuring money he start investing in overpriced assets to siphon off the cash etc.
2015-03-03 00:06 | Report Abuse
ok guy diehard fan of SMRT me respect u guys...last time when I say overprice someone got very annoyed. Very sorry man I know u love your stock holdings.. Well today I give u a tip. I dig through SMRT last year before it rampup ( during CUCMS buy) read through the document (well me lousy cincai readlah) and YES this one stock good can go 50% up. And if SMRT do ONE important thing which is to built its own medical Uni campus at Putrajaya rather than renting now the profit will shoot up even factoring the cost of new campus. I don't know what SMRT gameplan is.If you see indication plan is in place to leaverage on campus used and shifting to MEGB there will likely means more profit to SMRT on condition if new premises cost is much lower than the present Campus. I don't see any move in this direction so far so I am cautious of SMRT price in the medium term.
Caveat, Pls do due diligence before commiting to buy or sell info given is from a 1/2 pass six analyst who like to read rubbish.
2015-03-02 20:39 | Report Abuse
No need to blame anyone for your investment decision. most analyst forumers will alway have their motives in recommending stocks. We should read all this stock ideas and use our judgement when jumping in! The fact that this is an open forum means anything can be posted. I remember reading J Tiasa and after going through his article I was very impressed except one thing Palm oil future seems to be on downtrend at that time.There is an incredible amount of palm oil tree maturing next few years which will add to supply. Palm oil I think is starting on a long term downtrend so if you guy still eyeing palm oil counter better check first esp FGV! Mudajaya is in construction which is not a good industy to be in esp Malaysia. All Big project have been cream top and bottom by cronies already leaving bones for the Listed company . Don't believe me looks into their yearly accounts! Then we have Indian based power project. Doing business in India is like bollywood fellows dancing around coconut tree! He didn't factor this into account when analyzing Mudajaya. So yes I don't look at construction stock nowdays.
Do you know that Petronas top people already know price will drop badly around beginning of 2014 just wasn't sure when. I told my friend holding lots of OnG stock to be careful then. Did they give anybody any warning not to play play with OnG stocks? DO you know EPF supported FGV share price during the listing until all big buaya sell down. You and me pay loh.
Nowday funiture and electronic stock seems to be hot sorry guys look at the figure first before investing!
Lastly I couldn't care if he give to charity, in fact most rich people with a heart will do that. Not that you can bring money to hell or heaven.
OK I am no FA or TA analyst just half past six sinkah giving his 1 cents thought. Please do the necessary due diligence before following my advice. If you want to know more of what I have shared just search i3 for my name and see what I said and advice so far make sense!
2015-02-28 11:33 | Report Abuse
Tquan make a lot of provision for bad debts and foreign exchange loss on their loans likely one off which is around RM10 millons. Actual op profit is still ok. Have to see how they perform next qtr as this qtr a lot of new production line is installed. Yes sell first and buy back later could be profitable
2015-02-23 15:35 | Report Abuse
I hope u guys know doing business in India is very difficult, I know a few Indian who end up relocating their business in Spore and china even though labour cost and home ground advantage is way better for them. Once all hoops and loop are throw in by India is done then money will flow in and even then.....sorry valuation should be more conservative to factor in the India cost of doing business. Look at Airasia in India. Anyway at least still can get power business compare with Malaysia only right color crony is given license!
2015-02-05 13:20 | Report Abuse
fukrai he is smart. He already achieve his aim to be well known and a worrior in the malay mindset. You know KuKlaxklan ideology champion unofficially by barang naik. Oh I forgot Future price for Sugar Is 15 cents USD per LB of about RM1.3 per Kilo. Ask why Bukakaki still selling sugar at RM2.5 and you need license to import sugar. License to screw 1 malaysia ????
2015-02-05 13:02 | Report Abuse
Aiyah when you are not good ( talak isi ) then u main api, bakar sini bakar sana... then can curi curi makan. Race and religion is the best tool to divide and rule and make tons of money. Look at those countries in the middle east and our neighbour Brunei. Most citizen can be manupulate by these parasites. When there is major scandals they will incites races and religion to cover up the main problems. Oh I think our minister should BAN malay from buying all product from China just say it is not halal ( use religion very effective) oh yes iphone,Samsung also cannot use make in China by Jews connected company.
2015-01-30 22:58 | Report Abuse
This is to discredit Theedge which have been very critical about 1MDB. So doing cyber attack lah. In fact a malay friend of mind already sent this thing to me and now all over cyber space. Almost all newspaper in Malaysia are rubbish more like brainwash hog news esp utusan maksiat for kpg folk who love approved pornni. BNM have been seen weakening the RM last year to stimulate the economy and propping up palm oil price. If a person know international finance they will laugh at this article anyway this is more for kpg folk in Malaysia not you guys
2015-01-30 14:40 | Report Abuse
Mamataik tried to corner Tin future at LME get burn with him middle east buddy and Msia lost billions during the 80's. Mamataik with his mamak friend play RM forex during 90's lose tens of billions his mamak friend from BNM resign to cover Mamataik ass and later mamakfriend got minister post. What this ok or not? Almost nobody know about this why no hoha? where is our Newspaper? This Thong is sitting on the wrong side of fence too bad so kena kau kau. Anyway playing with options and derivatives are legal and very big business all over the world. Look at how our local funds and GLC play assets shuffling to enrich themselves. Why no hoha? During 1998 all mamataik cronies shift their fund out to Singapore when the RM start to fall or you don't know?
2015-01-29 17:06 | Report Abuse
Why u go fishing in deep see sure lots of shark! Go sg Perak , trengganu can catch nice patin no sweat. Shark go where there is lots of ikan bilis can goreng all together one go. Research good counters and once targeted go in slowly and buy all the way up as volume built up once huge vol is there don't buyloh wait to exit. One year if can get 2 to 3 round enough. Normal time just play kacang putih here and there. Never Never buy on the way down!!!
2015-01-29 16:35 | Report Abuse
Singor yes they r everywhere but they concentrate and churn stk with big volume. You know big game fishing? Long string. good bait and patient. I usually never play stk with huge volume however attractive it is. Thats why I am ok now run when stk in a downward bias (sounds familiar CIMB?) For your info I am only invested 20% now, I was 100% invested around sept and cut as market goes down. If you so love your stk then you die with your stk Hhaha... Present strategy is hit and run. Volatile timemah. Who say running will make you miss the upside? I am still making many time my capital during this 2 years. I usually don't recc stock bcos I don't analyses them, I get ideas here and there dig for info if I think got potential the buy on the way UP that is why I all over the place looking for Ideas incl here to see whats up at CIMB
2015-01-29 12:20 | Report Abuse
EPF is savior to only the chosen ones not you lah! I usually never play in areas where EPF play. Of course certain time when the stock is too good to resist. Harvest must be at least 3 times ransom then can think otherwise carry makan elsewhere. Just dig up my old post and see if what I say make sense as I cannot elaborate here too lengthy
2015-01-29 10:43 | Report Abuse
foreign funds couldn't care if we eat cat for breakfast if they can make a fast buck. Like I said bfore headwind in the banking sector is getting stronger. Usually the weakest bank stock will start to fall first. EPF sorry if you follow their buy sell decision more like bomoh style looking at coconut tree for tips. They were buying FGV at the top price aggressively but then again it is to support price for big buaya to exit after IPO. You paylah. Real Interest rate in Malaysia is already negative for many years to support growth and Gov huge borrowing. CIMB is a legacy bank from BBMB with most of the staff still there been bankrap 3 time with endless scandals, stupid services. There is not much foreign fund here anyway so quite easy for our local funds to manipulate the market. Be objective in your valuation of stock, hope and going against tread is not a good strategy. Lastly for newbies very sorry this 2 months have been hell for you since as far as I know every expert advice to hold, If you need some tips just google my name here to see what I have say to help you along. I am no expert just some random posting here and there to share my ideas in investing
2015-01-26 16:38 | Report Abuse
Loan growth is slowing rapidly, interest rate will rise but likely small. You guy should look out for Indo operation eg forex rate and NPL but as I said before Indo still is wild west so colletral value could be overvalue and when default comes NPL will rise rapidly. Indo is facing major headlwind in comodities prices eg iron tin palm oil. They have been aggressively giving loans there this few years. Same with MBB but they are more prudent. I don't advise investing in Banks now but as they say you never know when it will fly!
Kong Hee Fatt choy!
2015-01-26 12:15 | Report Abuse
I don't like the way the price volume movement goes look more like this funds are manupulating the stk. Sorry folk not playing anymore sell alrdy make some kacang putih money. Looking to sell down other stk as well as pre CNY usually not good. Maybe will collect if pre CNY offer bargain.
Kong Hee Fatt Choy !!!!
2015-01-22 20:47 | Report Abuse
I got an understanding from expert sources this Indo crash will be due pilot error so airbus, AA and Indo will not be liable, Insurance will quickly pay up case closed . Indo will probably do some wayang kulit show like more stringent laws but life goes on in Indo which have one of world worse record in flight safety. Airasia price seems heavily manupulated by a few fund managers so I hope fellow investor be careful. You can see the buying selling price and volume pattern that doesn't look right. These few days they want everyone to know selling is strong. I not chart expert but caution being manupulated into buy sell decision. I don't like to play stocks held by large fund as they tend to dictate the market. Having said that I am in this stock bcos tailwind of low oil price and the near conclusion of the crash saga. Feel free to give some insight of what I said
2015-01-13 12:54 | Report Abuse
lENO I hate cats but in your case foul mouth dirty cat like you I LIKE!
I also notice lots of investor talking about averaging down to reduce holding cost bcos still got money even though the stock is correcting big time likely using margin to help out. Margin is a 3 EDGE Sword one more pointing towards you my friend. Margin call only comes when you need it most and believe me those who top up will die harder.
As far as I know Ting is still rich so is HS, Eric family TKS etc most of them alrdy squirrel away the cash in nominees funds
2015-01-13 09:56 | Report Abuse
Hi KC yes if you follow the KLCi chart it is on long term rise with correction every few years. Lets not forget KLCi component stock is change to reflect " present time" or can I say massage to "look good". I would say again KLSE is more like a zero sum game for 75% of the market yoyoing up and down now and then following sentiments. I admit I haven't been playing the market for many years before this last 2 years but I still follow the treads of KLSE. I stay out mainly bcos of my financial condition which I should add never play the market if you are cash strapped or don't have positive cashflow to support you daily needs.This bcos you will never be able to make rational decision amids the personal chaos. This is also the reason I negative on Margin usage except on short spurt of bull run. Having said that I think Margin is very useful to have and by all mean obtain one but use it sparingly. You know like Malaysia we buy submarine though of no use but then again you will never know one day we catch Sulu pirate with that!
2015-01-12 19:41 | Report Abuse
Sorry maybe my view is a bit disturbing. Let you on another idea, why do you think Mamakdi consolidate the banks to bigger ones? You think its is for the rakyat? He can't get the banks to tango with him. Now this Bigger Banks like CIMB, Maybank have huge amount of loans and transaction,This itself lend our Mamakdi and who ever incharge to do transaction and hid detail much more easily in the mountain of rubbish transaction and loans created without being noticed. Well you will tell me we have Bank Negara to supervise the whole thing. Do you employ a half blind thief to look after your house?
Lastly I just sidetrack the CIMB discussion here so that investor see an alternative view of the present share price. I am not saying this is not a good stock just asking you to check deeply before parting with you hard earn money.
2015-01-12 18:31 | Report Abuse
Hahahaha... Bank only lend to those who have money safe mah. Anyway almost all the people I know got totally burned bcos of margin during the 1998 so I talk from experience. Learn to leverage in different ways eg Warrants, Iculs call warrants BUT ONLY play this if you are damm sure the underling stock is solid and never buy anything with big premiums. Of course you may say its the same. Yes and no, Yes you can lose everything if it goes to zero ( quite remote but I was caught before) but then you don't get in debt. Naked is better than be a slave to banks my friend. Alway can earn back some money and buy clothes HeHeHe... Well If you so interest in Warrants and options read up before doing anything stupid, you can search for my random post here and there for beginner tips. Disclaimer I am no expert just play long enough to know what to play and what not to touch and I usually just play warrants and possible growth stocks
2015-01-12 11:22 | Report Abuse
Remember CIMB have a lot of Indonesian loan exposure. People I know says CIMB loan books are subpar compare with their peers in fact Some call it lender of last resort. You still cannot get a loan have you try cimb? When default comes during bad time it snowball very quickly making a mockery of all the NPL they show you officially. If you want to buy CIMB I think you should check out their loan exposure in Indonesia where they can't maneuver as in Malaysia. Sorry if all this doesn't sound good. CIMB is a good buy when risk reward senerio valuation is low during a bull run. Just my personal tought I could be wrong.
2015-01-12 10:43 | Report Abuse
Use margin only for very short term momentum play and cut loss target must be enforced. If you ask me I say don't use margin... I have margin facilities but only use for 2 to 5 days turnover and even then 90% time I keep a positive balance. During this latest Dec correction I already 90% in cash. I only use 10% cash to buy during this period and I can't make money as I average down! until now still losing about 10% from begining of Dec to now. If I use margin well sure die twice!
At the moment things are very volatile but Gov will not raise rate by much maybe 0.5% to contain the RM/USD fall. Don't forget the Gov cannot raise rate bcos Gov Debt is at all time high, Household debt also v high. Only option is print more money and fiscal spending which is already running unofficially. Our Index is artificially held up so I don't bother how it goes.
So Keep Stock Market exposure low and punt if there is a really good deal with cash only! Kong hee fatt choy may God of prosperity came knocking on your door!!
2014-12-16 14:43 | Report Abuse
Hi Cn31 sorry I not good at mandarin, anyway there a r almost no good well run GLC companies. The fact it is under gov mean very deep pocket who cares if it cannot make money, its not my money, loss no problem can get some more money etc. if Proton or Mas is run as a private enterprise lose money close shop then we will have a very vibrate private sector. Help for strategic industy is acceptable not for 20 years then 30 years then now forever need help you might as well turn it into MPS Malaysia parasite systems. You think DRB so good and help Protong? Protong have huge potential landbank, DRB con Bos make tonnes of money piratising protong so that no need to disclose accounts as well as lots of tranfer pricing hanky panky like Bernas company which was piratized, remember sugar ? This same Shit bukkaki break one leg also no need to worry We malaysian subsi die him MrCrony! Check world price for sugar this 1 year!
2014-12-15 17:38 | Report Abuse
Sure lah u not c class supplier how to get payment? You know if you Fxxx class B contractor can chop tree for a few thousand fee somemore can sell balak later! why do you think there r around 100 thousand Fxxx B contractor? Cannot make sale can get Gov to subsi die further so no problem use your money mah !
2014-12-15 16:43 | Report Abuse
If not mistaken almost 1.4 ton. And heavy car will alway ride better but I found Protong suspension part not lasting. If u have myvi put 100Kg brick in car and drive high speed also stabil. You don't have to worry for Gov they know how to Fxxx the rakyat very well TQ. Just take care of yourself lest the Gov scre... u. How much is your saving, epf worth after 20 years can u c you been Fxxx ? Sorry being so direct.
2014-12-15 16:04 | Report Abuse
don't bother he will revise his offer then you will hold toilet paper,like I say thousand of stock on offer Grand sale! why buy rubbish conman counter! unless u like to be double sodomized like a dog!!! sorry got to go , sale is on!!!!
2014-12-15 15:25 | Report Abuse
oh I also want to thank OLH for doing this deed at least stock only fall a little so can sell all and sapu other stock that have fallen big time! Hahahaha... ok everybody don't say I didn't tell u guy to switch.. sorry tell a bit late bcos there was a pariah dog from OLH running loose...
2014-12-15 15:11 | Report Abuse
Well Suprima is better anytime but...ugly, heavy too bad. This car I think is nearer corolla civic target mrkt. Buy 2nd hand you may get a better bargain as depreciation is high if u like the look Hahahaha....
2014-12-15 13:03 | Report Abuse
To be fair Protong make good cars but bad design and quality. U can imagine a small problem like Power window takes more that 10 years to resolved. Lots of minor irritating problem too long to list make it a no go except to those who cannot afford higher price car. Mgt couldn't give a damm.Any problem go to big bro Gov get special grant, soft loan increase tax etc simple solution. I can't think of any succesful think Mahataik did that is good. Sorry but then he is consider the better of the bunch
2014-12-15 12:54 | Report Abuse
Hng33 there is actually no need for sukuk issue is you look at financial condition of the company. As I said this issue is used as a tool to maximise Roj return if Syabas deal goes through. If not he would have done ICULS of right etc. ICULS is irredeemable unsecure and is must better for the company. Anyway as I said I am looking to buy then.With other alternative Stock available with much better uypside I don't see much reason to buy this now. Good luck bottom fish do it slowly and buy quality high beta stock !!!!
2014-12-14 14:41 | Report Abuse
AL price look it can hold well but...housing office buildup in china is staggering, at least 10 times Malaysia supply normalized to per million population for the next 3 years. You guess what will happen when all this completes and nobody can rent them out all. Properties and construction is a major economic generator with strong multiplier effect and huge consumer of raw material from oil to alum. There will lightly be a slowdown across the board for commodity. This is also the reason we see a heavy sell down in bursa stocks and RM/USD as our economy is very dependent on commodity eg palm oil and crude oil.Pmetal is one of the lowest cost producer in the world but other player is also experiencing lower energy cost now. To me Pmetal is still a trading play very high beta stock so be informed understand the risk go out there and kill or be killed!! Good luck
2014-12-14 13:02 | Report Abuse
Hi Sorry to all those who r still holding.I guess downside won't be too bad from here as I think it is fairly valued now based on my very conservative sin kar FA! Let hope for a rebound soon. I have said many time in this forum to sell of course indirectly as I will be Fxx out of otherwise so we cannot say no body take the trouble to warn you! I hang around here to see only as many of my friends r playing this suma.. oil will likely rebound back to 70 to 80 level next year if USD stay strong. Opec and Russia not likely to cut production to defend long term market share as well as to finance their spending. In fact the lower the oil price the more they will produce selling them in the black market! US shale oil r difference they can ramp up and down production within 6 month or less or move to lower cost areas depending on oil price. At USD80 almost all US shale is profitable. Actually likely the biggest game changer could be Natural gas. US and canada have huge surplus which is not exported fully mainly due to transportation issues. Come 2015 US will start small shipment and ramp up full scale likely in 2023 to asia pacific where there is huge demand at the moment. LNG tanker, pipelines terminal need long gestation period to build. LNG cost per Btu is much lower than oil now. Got to go talk too much alrdy will get tembak for no reason!
2014-12-14 11:55 | Report Abuse
Good est Hng33 now I think we should give a healthy discount to OnG part of business just say 30% for the post syabas to asset value. You know lah Roj is not known to have any expertise beside being a top ammo man so we need to put in some risk factor discount as well. My take post special dividen total return could be around 60 sens at current stock price of RM2.5. Of course this is based on current bearish condition.Don't shoot me this is only my sin kar FA not certified halal! Another think I realised almost everybody around the forum never give allowance for probable and possible risk ( OnG talk) which should be very important when making investing decision. I alway impute risk factor when estimating future profit. Major shareholder reputation and expertise is also very important intangible risk in stocks. Human nature as it is u know what they say once a conman alway a conman! Oh for your info I sell my Puncak after I go through the annual rep and notice the buaya sukuk thing many months ago.
2014-12-14 09:26 | Report Abuse
CONDITIONAL..and inter CONDITIONAL.. u know lah OLH mah screw u until u cannot walk man heehehehe... sorry to be so sarcastic can't help it. optimus you r right u r the worm in is belly! His end game is to get him filthy hand an extra 20 to 30% more from the RHB special dividend. Plenty of very well run properties counters with PE of less than 10 out there if u so fancy why lock up your money. 6 month lockup opportunity cost is very high in volatile times u could double your money by then if you got the right stock!!
2014-12-13 19:34 | Report Abuse
Sorry guy I didn't come back here for some time bcos the foul smell of sodomised dog drives even mosqitos away and you know lah I cannot understand dog language. I think investor should consider alternative counters which have much better upside if stk market recovers. At the moment with the offer in place there can not be much upside for about half a year but downside is low so switching stock will make good sense. If you guy still love property stock pleanty have drop by half! but be careful headwind strong next year for properties. PJ latest land purchase in Melboure may not be as good as they say. Read up the properties situation in Australia and see if its that good an investment. Don't forget this Aust project is a major project for PJ and hiccup would have large effect on earnings. Last word if possible stay away from conman counters asthere are thousands of stocks going on sale now without these pj problems
2014-12-13 10:45 | Report Abuse
funny so many people think DRB con is run strictly to maximise shareholder returns, I said before and I say again This is a crony infested stock to the core, cpy will not make big money only enough to pls ikan bilis and once in a while throw some gula gula and then fry ikan bilis goreng served with sambal. DRB used Protong by padding cost in the supply chain during production. So what if cost of protong is high can later get protection grant from gov if lose money! So is with all the other monopoly business DRB con holds.That Shit Bukakaki is already selling "subsidies to crony" sugar, rice and everything to Malaysia public . Why no show profit? You know lah Bini got 4 officially, unofficial lost countlah, billions also not enough. you believe our local bank analyst giving huge valuation to this DRBcon? Look into DRBcon historic share price , earning and track record yourself for 20 years and judge yourself if what I say is true or hogwash. your money your call!! thousands of stocks in bursa and now going with sale some more and you are stuck with conjob share! just to enlightent investor esp newbies!
2014-12-12 10:13 | Report Abuse
No need to assume! Sukuk and warrants will definitely be converted post Syabas takeover diluting the share base by about 20% so all estimate will have to be disconted by 20%. Sorry when I say sell down during correction I usually sell down everything blue, black or white if price is to my expectation and enough buyers to absorb what I am selling. Of course many a time I cannot cut loss as there are not enough buyers so have to wait. There is opportunity cost in holding stocks so we must switch to the ones that can make the most money or hold cash if this is best option. Don't be so emotional about your stock holding. Why are you buying stock? End game is to maximise return on your investment! Share price of puncak is treading down on very low volume indicating a lack of interest an general bearish scenario. Noting serious just hold on if everything goes accoding to plan you guy will make good money.( If Roj didn't pull another fast one after this sukuk con job)
2014-12-10 23:21 | Report Abuse
Kahheong sukuk was issue to a private party ( Rojadi!lah) redeemable convertible with interest. This is for him to take advantage of the Syabas deal when it comes through where he can convert to shares to take special dividend! diluting minority shares... If its not favorable to convert he just redeem and consider it as FD. How good can it get! Now Syabas deal is done sukuk will be 100% converted unless he don't want money. Ok not saying Puncak is not good me I looking at adding if there r bargain. Big probability this Roj guy will do a "screw the company spending" to siphon off the money. Now before you guy start throwing eggs I am giving likely move Roj will take! not that it will happen! Good luck!
2014-12-10 21:51 | Report Abuse
I see good tips here but I don't believe in investing for long term in Bursa Malaysia just look at most stock price over the years it actually look more like zero sum game to me. My strategy follows momentum with fundamentally sound but NOT large institutionally own stocks. Run when you sense danger as I outline earlier. You may not realised this but I multiply my returns many folds this 2 years just following my new strategy ( refer my earlier posting). Last time I follow fundemental lah, news ah market report lah let just say no it dosen't work.When market become emotional thats when we can make money.
Blog: Malaysians National Car Proton's new Chairman, Dr Mahathir - Koon Yew Yin
2015-04-19 18:22 | Report Abuse
cmon izzo I don't give a shit to any political parties that promote racial hates and discrimination in the name of god. I believes everyman should be treated equally and the poor helped and empowered to make the country successful. Gov is to facilitates and undertake social services to empower the country. Repressing any communities ia actually repressing the country progress unless u think Discrimination is the way forward.
Human Rights should the fundamental principle guiding us foward not hogwash racist rambling and discriminatory policies to make money for politicians and cronies. U know maruah?