that shit Investment Bank, only fooling retailer to buy call warrant of ZL. Why don't IB issue put warrant & call warrant at the same time? We can buy put & call warrant to hedge ZL price. My six sense is telling me IB issued ZL call warrant CD just recently, & in a few days time, ZL price will go up slowly to pull all retailers to buy ZL call warrant CD. Investment Banks are just money thirsty entities. Good for nothing. Can buy mother shares of ZL and sell if the price reach 3.50 and above.
Next quarter definitely a loss, big loss somemore. Please bear in mind that the protest only start from end of november, the quarter result already affected badly. And the protest getting escalated this two months with boom, gunfire, people die...still expect next quarter result will rebound? Come on
Today just go to central world that area to exchange my thai baht to malaysia ringgit, the four face buddha which used to FULL of people but now there's only like a handful of people, and the well known "naraya" outlet in central world which used to full of people too suffer from the current situation, there's not even 20 people in it when I passby...
Some might said this is only affecting the tourism sector but do bear in mind, this sector is the main support for the country and when it's affect definitely everyone. Hopefully the situation could improve soon so this counter could back to normal but it might be the 2nd half of the year....:(
If this is true (below news), Zh will further down! Zhulian group managing director Danny Teoh Meng Keat when asked by StarbizWeek, says little on the impact of the Thai situation on Zhulian’s future earnings.
While Zhulian does not have official data on its customers in Thailand, it admits that it has customers from the rural segment.
Teoh, meanwhile, says only: “Our recent quarterly results performance was mainly due to market conditions.”
the counter would hold for now, too much uncertainties in the market, unsolved padi farmer scheme, deadlock between government and PDRC, and dropping FDI.... everyone have taken a precaution approach by chose to stay sideline till there's better indication...
Hi : Today I got one very belated insider source that gold price dropped significantly for the last few months, affecting customer’s appetite badly in buying coated jewelry from Zhulian, especially in Thai. This had caused the very low revenue of Zhulian.
This partly explains why the revenue and profit of Zhulian dropped drastically.
So, what is the current status? Sorry, I do not know as it is a very belated insider source and I am very unlikely to meet the source again.
TUNE juz bought into a Thai insurance co.; SET down only -0.32 today despite global markets heavily shaken. is thai market really that bad as v know share market often runs ahead of economy. let's c :D
As below statement indicated that the main root cuase was not from Thailand, then i think the present price is not sustainable even at RM2.90! 速远集团董事经理张明吉说:“泰国的局势对我们未来收益仅产生轻微影响。” 虽然他没有提供泰国客户的资料,但他承认有客户来自农村。 与此同时,张氏称:“我们最近的季度业绩表现,主要是受到市场环境影响。”
Damn the boss is smart, he knew the market sentiment towards the company is pretty shaky at the moment but he know the company business model works. So instead of releasing some positive announcement like "current situation is temporary; the Myanmar market is going to contribute significantly; or any positive development" instead he announce something to scare off the shareholders.
"The following 2 quarter might be losing and the Myanmar market is still under company setup process instead of running now"
So panic holders would get worried about the company profitability for the next 2 quarter and sell off their holdings and the BOSS would have collect more at bargain price.
Long term holder keep the stock, short term holder maybe could consider another option for the time being.
"Lifting the emergency law should have a positive impact on businesses. Many really felt the pinch and lost customers because the state of emergency was in place, including tour operators who saw huge cancellations," said political analyst Kan Yuenyong at Siam Intelligence Unit.
Maybe some good news for you guys, yesterday the farmers had received some of payment from their pledged rich scheme with the government. It might not be the full amount but at less more some improvement. The disperse amount is 20billion baht which equivalent to RM2billion, quite alot of money flow back into the market.
I don't think Thai issue that pull down the revenue of last Q based on following statement : Zhulian group managing director Danny Teoh Meng Keat when asked by StarbizWeek, says little on the impact of the Thai situation on Zhulian’s future earnings.
Hope that coming Q will produce good result else the share will down further to RM2.5~RM2.6
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....
Brendon
549 posts
Posted by Brendon > 2014-02-24 17:05 | Report Abuse
the maybank offer 5.38 mat on 6 feb 2015, but cant see who's offer the CD..