for now i think bskl is looking probably 10% to 20% down cycle (small bear cycle) before moving ahead toward klci 2000 in 2nd half of 2014....

well my 2cent opinion dont worry to much it will range bound probably between 70cent to rm1....???

In my 2cent opinion cash is the king n gold has lost it shine since the last 13 years gold bull cycle n i believe it will start to shine again once it touch usd700 to usd800 level, for now still very much trap in bear cycle...

http://www.investing.com/commodities/gold-advanced-chart

... hahaha noise in action.....http://www.cnbc.com/id/101898217

noise from EU.....http://www.cnbc.com/id/101897626

i3i2i1 if u look into FBMKLCI component stocks u can guess at what level is bskl now...my own view it is almost at the top of the volcano just waiting to explode...

Calvin agree wth u all will need time to grow....n the current bull has been around for 5 years n start to show old age syndrome so just need a good young bear to feast on this old sick bull n be replaced by new young energetic bull to run faster....n I will be feasting together with the young bear with whatever that super duper nice n super duper cheap...

...the same question stuck in my head "why the werrent volume is higher than mother share volume"....i guess who ever getting the free werent must be making alot of money .... may be i am dead wrong on high of daun ketum....hehehe

i3i2i1 yes I will when all the hazes settle down n noises all over the world combine become the perfect storm.....for now just side line n just waiting to cash out the current holding....

TQ AhMoi for encouragement.....well now the mkt is full with all different type of hazes n cannot to see properly....

...i3i2i1 TQ for sharing...

currently just waiting the right time to cash out my 1,260K units gadang n 100K units panpage... and after that side line for a while until all the ukraine noise, EU & American noise and interest rate noise joint together to become the perfect storm to open the window for best selective buying in may be this time just focusing on azrb only...

TQ, AzmiMerican u are very observant.... but i am just monitoring azrb from outside (without position)... just waiting the bskl more than 2 billion average volume haze settle down (which started in mid July and now going to 3 billion) before do any buying.... cause i tend to believe that the way the volume is now possibly due to the stockists and fund managers cashing out plays....well i may be on the high on daun ketum as Victor said....let see probably 2 weeks to 3 weeks from now....hehehe

lotusf1 tq for sharing yr thought....

sephiroth in your opinion is that having major influence when azrb is tremendously under value as what have been most of the earlier comments....

wander why werent volume is bigger than the mother share....any opinion

what Cramer mad money has to say : Worrisome catalyst lurking inside market
http://www.cnbc.com/id/101892698

....looking the mother vs warrent volume, may b this small play done for werrent disposal

joerakmo, i have same opinion wth u after following azrb since 2012.....but it worth monitering cause azrb has big future potential.....

may b.... hopefully noon session will move up further....

calvin tq for sharing....yes long term is the way to go....

i3i2i1 tq for sharing...yes those are excuses that the global stock mkts have been waiting for long time for correction....may b after all it just healty pause before mkt move ahead before the major bear cycle for stock mkt start to kick in probably on combianation some of the following reasons :
1. potential intrest rate start to kick in 2015 in US
2. problem wth US QE bond buying totaling >usd 4 trillion disposal
3. US debt cilling looming again some where in March 2015 n potential US gorvenment close shop again just like in sept 2013
4. some of eu counteries debt defult looming again just like in 2008/09.. could also happen this time in south americian countries like argentina n brazil...
5. eu gdp distortation in 2015 due to russia energy (oil n gas) distruption i.e russian retalation to US-EU sanctions on ukraine issues...
additional reason for msian internal ;
1. potential property bubble burst as interest rate has started moveing higher. ..last 3 weeks opr move from 3.0% to 3.25% n could move to 3.5% as early as sept 2014...
2. ......
those are some issues/flash points as i see it while i am high on daun ketum as Victor said......hehehe....
last but not least may be run out of daun ketum.....kikiki....

wah i am running out of bulet....

AhMoi this rwlated to interest may b good info ..... http://www.cnbc.com/id/101886545

just bought 15k units @ rm1.84....as otai said buy on the deep......anyway dono what it realy means....i just bought it. kikiki....

AhMoi look asia big picture n mr vs usd......my guess 2nd week Aug should go back to normal i.e klci up swing...

us fed is on high daun ketum too as well as india indon n probably eu too....to read more.
... http://www.cnbc.com/id/101884024

tq....

any idea when will likely the dividend payment would be....

AhMoi looking at long term a lot of investment opportunity n gain is seen in msia for long term funds...especially with high on daun ketum when rm/usd would be some where probably rm3.00 to rm2.80 some where in future..

those monies would be going in and out between intrest base n other type of investments such as stocks etc....that probably the reason i am still monitoring azrb for any future weakness for buying in...

....AhMoi don't worry to much as long as rm/usd <rm3.20 or around 3.20 we are safe for now...i.e no major external money out flow...i believe all the external fund that come to msia still intact and some i believe still holding n investing in bskl....in fact looking at the current situation as if alot of fund is going to asia pacific region (https://uk.finance.yahoo.com/intlindices?e=asia)if u compare the eu indices vs asia u will see the major different i.e eu is the source of problem due to the deflection where as for e.g msia having just good number for inflation and eu indices dropping >1% n asia region just too small to be worried about...
I am a stronger believer that those funds will stay in msia for long time probably 5 years to 10 years due to the reasons i gave earlier...

I may be dead wrong cause high on daun ketum as Victor said......hehehe

hope so....want to buy posible around rm1.80.....

rm1.oo

hehe Victor u are probably right.....hehe....

mtco800 TQ for sharing....

....around rm2.40 dabble of my average buying price rm1.23...

currently starting last week i believe is small play probably 10cent to 15cent play by fund managers to dispose their position especially the warrent (cause it is 30+ cent free money maaa)....before pushing it down to buy back at horrible cheep price (rule of tumb half of the recent high i.e 50% of 80 cent to 90cent....???)

i strongly believe azrb will go down to unbelievable level before non stop up cycle for at least 1 year to uncharted tritory with in 2016/17.....

..and for azrb i have been monitoring since 2012 in beliving that it is cheep good counter which will be among main benificery of future mega projects that i said earlier....currently to me it just cleaning up n building up itself for those mega projects (it is long term play)......of course no exception any of bskl counter when mkt down it will follow (worst case fund manager will push down azrb to unbelivable price to buy cheep for may be a period around 6 months or it just simply follow natural down trend).....again this is my 2cent opinion n potentially deadly wrong cause this is just poor man on the street opinion wthout proper training n knowledge...

AhMoi to me where the most money will flow to that will cause the equity mkt will slowly go down for 6 months to 18 months...such as bond (which has been bearish for long time) n come into life due to increase in intrest rate globally in near future and already starting to move up in msia...in msian inverionment alot of external fund has been rushing into msia starting feb just to chase last end of equity mkt bskl while the ringgit exchange rate still considered cheep n now they are cashing out especially from blue chips (probably main reason why klci difficult to move beyond 1890) and eventually the money will move to msian goverment bond for atleast 6 months to 24 months or to long term bond cause alot of money is required by msian government and local companies to finance alot of mega projects which are already in pipe line such as sipp, all the new highways n railways, rapid etc...to my gross estimation not less than rm200bil until 2020....
this is may be my very long shot view but once it happen we all are slowly trapped in indefinate loosing position in bskl....(slow death game) of cause once in future bskl goes down to very cheep level it will come to life again which in my long shot view would be in 2016/17 just the right time rallying for 2018 pru14....
this is just to share my 2cent opinion. ......

again as AhMoi said the awareness of overall mkt i.e the big picture is no.1 the rest just next to it

Sarifah investment macam musim buah...sekarang musim durian semua org mahu jual durian tapi sapa yang jual d hujung musim akan meghadapi risko yang tinggi sbb org dah jemu n muak dgn durian...n sapa yg cepat tukar kpd penjualan jenis buah yg baru kurang risko n lebih beruntung.......
for sure now 2014 is cashout time n buying was in 2012/13... just to share wth u i bought azrb 300k unit in 2012 @70cent sold in 2013 @ 80cent.....swhich to gadang 500k unit @83cent in 2013 n now gadang last close rm1.97..

bull mkt for equity asset class has been > 5 years....other asset class such gold, intrest base assets, currency are waiting their turn to be under the sun...just to share what i feel of the current situation.....i may be again dead wrong....

this may help to understand a little bit what going around wth the investment trend.... http://www.cnbc.com/id/101873758

this may help to understand a little bit what going around wth the investment trend.... http://www.cnbc.com/id/101873758

to me 3 years to 5 years projection gadang could be around rm4 to rm5....but considering the potential bear cycle in near future after more than 5 years bull cycle (i consider the current bull as one of bskl super bull) i am considering to cash out if gadang goes to reasonable price.....

AhMoi TQ for sharing yr thought anyway the bull mkt has been more than 5 years n i chose to side line (on buying) n waiting to cashout gadang, panpage n complet....and looking at the klci component shares i strongly believe the bull cycle just waiting to bear flash point before going down....so good luck...

....i.e azrb would start to go down to 40cent by next down turn startiing may be around end september 2014 onward once tenaga share swing up >rm14+ n start to go down probably to rm7+ to the end of 2015/early 2016.....again i may be dead wrong....

...... for now my best guess fair value is around 40cent. ...i my be dead wrong. ..the resons bing 25cent paid up reduction, servicing of rm1.2 bil bon and >rm600+mil loan for may be next 5years to 15years? ??

remember recently azrb has rm1.2bil bon, >rm600+mil government soft loan, >rm150mil right issue n >rm200mil paid up reduction...total around 2 bil....n being poor man on the street i dont know how to equate of those to the p&l account but i believe with rm2bil it must have major eroding factor on current n future company value n p&l. ....
AhMoi u may be able to share your thought on the understanding n the impact of those to zarb value n p&l....TQ

yep forward pe for 2016/17....!!??