Ideally, other sector like CPO, mining, tourism and IT service can gain from weak ringgit...
But problem is other than the overall sentiment. It is essential to zoom in to their treasury position.
For example, IOI has big weightage of debt denominated by USD so they will get hit.
Tourism suppose will tag on the weakening of Ringgit but recent blast incident in Bangkok significantly affect our Tourism. Malaysia is a good stopever/transit for European and American tourists and fren from prestigious 5 stars hotel informed me that cancellation of booking was a mess now. So, defer IRIS(GST refund business) and hotel industry get hit.
IT/Commerce service: OMESTI will become great beneficiary because they just secure one big contract and at the same time their e-commerce system in Europe will contribute strong currency gain to the P&L account.
Actually, if wan to explore and discover opportunity may be we can find something based on CHEAP FEEDSTOCK/RAW MAT (Major commodities collapse). For instance, find the comp use cheap petrochemical as raw mat. Then, natural latex as the raw mat because SMR-19 & SMR 20 price decline alot.... CHEAP CPO will yield better return HHGROUP and many else...
After I done my screening and scanning then I will examine their financial status to simulate the gain to decide... Risk management is very crucial for my stock pick.
what is that?? I strongly believe you have ur own criteria on ur selction. Mine might not match your risk factors.
May look at hardisk JCY also but the technology must reach at cutting edge first. otherwise it cant competes with more advanced manufacturer.
In any occasion I will jz limit my portfolio into 7 counters only. I don't mind to create with different risk profile but the bottom line is not to exceed 7 diversified counters....
jz my own method.... I believe your more robust ...
Can buy OMESTI but acquire it partially. In beyond it will not rely on Microlink anymore no doubt this subsidiary will continue to generate handsome PBIT. I trust OMEST's top management due to their far-sighted competitiveness advantage.
After several years in market... learn one thing... 没有人义务教我们如何找到好时机沽出股票。。。 simple becoz everyone busy with their daily living stuff.... so we kena rely sendiri lo... I dunno .,. My view only..
coldrisks bro. I posted 2 updates about market in Cc you may take a look should you interested. Last nite one and this afternoon one during my lunch time.
Coldrisks, yes I did some search on the Internet and some pics of the tree. You know a lot of this plant and appreciate all the info that you have for me , thanks a lot. Now I need to find a small plant and grow it, will try to ask some nurseries. Do I ask them for a drumstick tree or perhaps they know if I ask for a Moringa plant?
Coldrisks, oh..i can buy it in the market, is it sold by mostly indian traders who sells ingredients for cooking curry? Those type of stalls? I am sorry as I have no idea who sells it. Or is it from some Chinese sometimes when they sell some medicinal herbal plants?
Lim, kacang kelur....I take note and perhaps ask for that too... But what does it mean? to get working visa in England ???
Coldrisks, thanks for your reply. Very good question. A friend of mine got me aware of this plant. I was told that it is quite delish but personally I have not try eating it or perhaps I have unknowingly, maybe in otak otak , no ? I really don't know where people use it in food. Yes, I do know some of the medicinal value of this plant, but from the words here, I think you know a lot more about this plant. Are you some kind of specialist on this or ? When I learn about this plant, I went on the net to search and learn more and found that the plant grows to about 10-20 feet with a shady leaves which looks quite nice too. so I thought why not plant one, instead of any other tress as this would provide shade as well as it has got so much medicinal value which perhaps one day it may be useful. If I have this tree, I don't mind if others want some of the leaves for medical purpose, I gladly would help them
Coldrisks, thanks for telling me that its not suitable for shade. Yup many trees are not suitable as a lot of them are affected by insects, pest and dieases as well. Leaves will drop and also dirty the whole place, maintainence is really a headache. I am not sure about what it can do for people with terminal illness, hope it works for them. Maybe its more for preventive rather than thinking its a cure. Getting rid of free radicals in our bodies is important though. Are you heavily invested in Amprop? Kind of lost track on this one, as earlier I had wanted to look up on this. Thx
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
limchimleong
1,732 posts
Posted by limchimleong > 2015-08-19 21:05 | Report Abuse
师父好像说大马产业可以买,我想你应该心有余悸!