Posted by Stock Operator > 2012-07-09 17:41 | Report Abuse

so should hold? was thinking of taking profit.... bought@ 4, now 4.28...

Posted by ahmad khan mhammed noordin > 2012-07-09 21:56 | Report Abuse

hai team, I realy hope dg will fly

Posted by KC Loh > 2012-07-09 21:58 | Report Abuse

Stock operator, only you can answer to your question...

Posted by Mavis Chuah > 2012-07-09 22:24 | Report Abuse

Still struggling to break through the resistant level, need more cash into the pool.

Posted by liew kimguan > 2012-07-12 22:03 | Report Abuse

KC: agree your comment. since the market uncertainty, defensive stock like Digi become more attractive.

Posted by ahmad khan mhammed noordin > 2012-07-12 22:14 | Report Abuse

bro liew. did you have any ideas dg will go to what price after breaking the critical level

Posted by liew kimguan > 2012-07-12 22:21 | Report Abuse

bro ahmad khan, i believe Digi will consolidate between 4.20~4.35. if u want to enter, u may try 4.20~4.25 (reasonable price of enter). but u have to observe 2 more weeks did Digi consolidate between 4.20~4.35. Since in my opinion, if u want to hold long term, Telco sector is a good choice to invest for capital growth and dividend distribution.

Posted by ahmad khan mhammed noordin > 2012-07-12 22:31 | Report Abuse

bro liew.. thank you for sharing

Posted by sengjinn > 2012-07-17 19:02 | Report Abuse

What happened today!?!?

Posted by KC Loh > 2012-07-17 21:17 | Report Abuse

sengjinn, my offering is that there are lack of cheap value stocks in the KLSE bourse currently. It would be safe to assume that fund managers are gobbling up good defensive shares like Digi.

the profit taking afer a 21-sens jump today to settle at 4.40 is healthy. it shows a lot of upside potential still.

Posted by sengjinn > 2012-07-18 09:30 | Report Abuse

Thanks KC :)

Posted by omgimnoob > 2012-07-18 09:46 | Report Abuse

Someone gonna get burn in their hands... Its too crazy, why not collecting at lower price but now only collect when the market is at peak 1640+/-... Damn jealous TT

Posted by omgimnoob > 2012-07-18 23:16 | Report Abuse

Its EPF, earlier sell at lower price..how buy back at higher price. Its our money.. why they buy back that high price?

Posted by KC Loh > 2012-07-18 23:22 | Report Abuse

from my post in WCT thread:

Allow me my input from experience with EPF. EPF is somewhat of an enigma in shareplay. You cannot take them and liken to smaller players. You are not comparing apple to apple when you take EPF as point of comparison. EPF is flushed with cash, with cash coming in every month literally. They are in ideal position to play as even one basis point makes a huge difference. That is why they can observe even 2 or 3 sens difference. Their aim is returns and in the event of low returns, they just declare that their investments are low. There is no problem as every month tens of millions are still pouring in. So no doubt they can even sometimes move in and out of the same counter a few times per day. Just notice that and then make enlightened observations.

For the record,EPF and for that matter MOF has some of the top economists and analysts working for them. I know some of them personally before. They are investing mostly for pride to call themselves as top guns in the gamehe

Posted by omgimnoob > 2012-07-19 00:05 | Report Abuse

woww... you enlighten me. However, seeing they playing like that also imply to me that they are helping to massage the KLCI points upwards, for the benefits of some party. Plus, they are using our hard earned money. So, a bit sensitive here. lol.

But, thanks for your knowledge sharing, KC Loh.

Posted by KC Loh > 2012-07-19 00:33 | Report Abuse

simple, dont pay tax and social securities :)

Posted by KC Loh > 2012-07-19 00:45 | Report Abuse

omgimnoob, whilst one can imply bout massaging the KLCI figures, but a lot of the analysts are doing their job to ensure good yield back to the stakeholders. I think we have to sometimes see it both ways. these are paid professional to do their job, and yet the top bosses may be politically driven to ensure they keep their jobs. at the end, everyone would probably do the same according to Maslow's hierarchical needs.

Posted by liew kimguan > 2012-07-22 18:33 | Report Abuse

expecting financial result tmr. hopefully can over meet the analyst expectation^_^

Posted by KC Loh > 2012-07-22 20:26 | Report Abuse

from records, 2nd quarters will start seeing earning on the upturn for Digi. 3rd & 4th quarters are generally the strongest.

This announcement will be of significance because it will reflect how much Maxis has cut into their market share in the industry. Its still 3rd overall among the telcos, but Digi is placed as a blue chip, indicating importance of its value in the telco segments.

Posted by kilrathi > 2012-07-22 20:33 | Report Abuse

This also means, a good time to collect is when the market corrects, which is wait patiently for the GE .. :) unless you ahve already entered DIGI when it was RM 4.0x ...then its OK .. :)

Posted by KC Loh > 2012-07-22 20:51 | Report Abuse

yes Kilrathi, that would be a good strategy for now!

but i am not sure why everyone is saying that the market should drop after election. Noted that there is a pre-rally currently going on, but if ever it drops, i think its because of overvaluation after the foreign fund managers start selling and not before. As for now, they are on accumulating mode simply because risks in Europe, US and China are too adverse against returns projected.

unless the opposition takes the general election, then the obvious need not be written here :) Uncertainty will reign and everyone who is in key management position linked to the govt will sell to secure their bank account!

Posted by kcfan > 2012-07-22 20:59 | Report Abuse

Bro KC.Totally agreed with you.Good sharing.

Posted by kilrathi > 2012-07-22 21:22 | Report Abuse

Actually, the market will not drop after election. Now if u notice they are pushing the price up, because they need $$$ for GE machinery .. so when GE is announced, they will sell the stocks, to cash out... thisis when the price will drop back ..i anticipate about 10-20% perhaps ? so if you buy in along the rally, it means the price might fall back somewhere before the rally begins ... so for me, i would be on save side.. keep some ..sell most, and hold $$$ .. IF something unforseen happens, and share prices tumbles, we collect ..if nothing happens, we buy back :)

Posted by gijoe > 2012-07-22 21:38 | Report Abuse

Dow theory :)

Posted by KC Loh > 2012-07-23 01:25 | Report Abuse

kilrathi, the popular theory that some government "invisible hand" is pushing up the price for GE warchest is not sound! Govt warchest is from selling assets and more recently, listing IPOs. Whilst your assumption of pushing the price up may happen nearer the date, but how does the local govt agencies knows when to push up the prices when the election date could still be half year ahead? from my experience, GE is only near when Najib goes for his whirlwind country tour to meet division heads and state chieftains.

https://www.dropbox.com/s/miyx42l1o70t3tz/www.midf.com.my-images-pdf-research-Report-Malaysia-Equity-Strategy-2012-Fund%20Flow%20Report_Week%20July13_MIDF%20-%2016%20July%202012.pdf.png

As the link shows, its only foreign funds delivering the so called rally, what with billions of funds to invest. Malaysia is actually only a small pond for these big fishes, and in most cases, our political misgivings are only a small part of their overall consideration! yes, it is good that a stable govt maintains, but they also have exit plans if things turns for the worst. With recent liberalization of many cumbersome policies, they saw an attractive returns and safe haven for their investments. at the end, its always about returns for the foreign funds.

Posted by Stock Operator > 2012-07-23 11:45 | Report Abuse

i see distribution.

Posted by KC Loh > 2012-07-23 17:40 | Report Abuse

Good, in line with expectation that they will give interim dividend.

Digi reported improved growth in data as well as prudent cost management.

https://www.dropbox.com/s/j9oqzecyjisk1yj/Digi%20interim%20-%20Bursa%20Malaysia%20Market.png

Posted by KC Loh > 2012-07-23 17:41 | Report Abuse

more of their reports are here:

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1017625

Posted by KC Loh > 2012-07-23 20:33 | Report Abuse

This makes good reading in relation to my post at 1.25am today :

http://www.btimes.com.my/articles/20120723192528/Article/

Posted by liew kimguan > 2012-07-24 17:38 | Report Abuse

why almost analyst give bad comment on Digi? unbelievable...

Posted by njue76 > 2012-07-24 17:52 | Report Abuse

Satu masa dahulu semua penganalisis keep digi hold at tp 20-30. Kemudian digi fly to 36... Sekarang nilai digi sebelum bonus isu 44.10....buy and keep for long time.it's awesome price.

Posted by KC Loh > 2012-07-24 18:11 | Report Abuse

Liew kimguan, digi reported top level returns for data and cost management only. The analysts could calculate that for voice segment and probably IDD segments, they may have lost some ground to Maxis. Hence its bad reviews.

To me, I like the higher than expected number of new subscribers and their finishing of the data infrastructures. Data will continue to hold steady for digi. Only concern is if they would raise price as they sstill have a lot of room for price adjustment upwards.

Njue76, keep the faith! :) TP rm8 end of year? Hehe

Posted by liew kimguan > 2012-07-25 08:25 | Report Abuse

KC, agree with you. i think we are Digi loyalty shareholder. since this counter very attractive and high expectation for the financial report release.hopefully go higher further in coming soon. cheers......

Posted by ant5585low > 2012-07-25 11:01 | Report Abuse

DIGI end of year RM 8.xx coming soon

Posted by KC Loh > 2012-07-25 16:09 | Report Abuse

please read. As expected, Digi hit in the IDD segment. The star report today:

http://biz.thestar.com.my/news/story.asp?file=/2012/7/25/business/11723422&sec=business

Posted by shirley1 > 2012-07-25 22:04 | Report Abuse

The target price rm4.05 in the report mean good or no good ?

Posted by KC Loh > 2012-07-25 22:48 | Report Abuse

good for buyers, bad for sellers! :)

Posted by shirley1 > 2012-07-25 23:05 | Report Abuse

Thank you KC, I have some money and looking for some share to buy.

Posted by franksoweto > 2012-07-25 23:13 | Report Abuse

@ shirley1 - trade wisely as Klse is at all time high but KC is a very good stock picker based on his extensive research & FA.He is one of the few commentators here that you might want to keep a watchout for.

Posted by KC Loh > 2012-07-25 23:14 | Report Abuse

good to wait for now. don't go in blindly. keep reading and ask questions here in this forum. you will eventually know what and who to ask. above all, do research. a tip to help you start out: try looking for company's annual report for the last 3-5 years at least and see if they have business or not! no business, no earning! no earning, no buy!

Posted by KC Loh > 2012-07-25 23:19 | Report Abuse

my risk tolerance may not be the same, Shirley1. I do take some risk occasionally based on my own logic and research. May not turn out well for you, because i go for small movement of price and you may not! Find out your own risk-reward tolerance first!

thanks franksoweto. but trust in your own ability! never take mine lock stock and barrel! We are totally different!

Posted by franksoweto > 2012-07-25 23:58 | Report Abuse

Yes KC we are totally different :) I sold my digi when i bought at 2 and sold at 4 and since then it has adjusted and split and you know the rest! but I still got scomi :(! I follow less than 10 person here and now before I buy I looki looki throughly instead of just relying on research report as I'm more long term holder. Like you said to look at the annual reports, quarterly and current enviroment get a feel where the company is heading.

Posted by KC Loh > 2012-07-26 00:05 | Report Abuse

Jeepers, you sold digi at 4 before the share split? Ouch and 40x ouch!

Well, lets start again. Unless Maxis, viber and whatsapp and election rally kills digi, rm5+ may not be far fetched end of the year.

Posted by keanfee > 2012-07-26 00:40 | Report Abuse

can i know if i buy rm4.42 1 share and the dividends is 0.059 how mach i can get?

Posted by franksoweto > 2012-07-26 01:22 | Report Abuse

Yes KC but that was sooo long ago - after all I made over 100 % - can't be too greedy right? anyway just my luck the ones that I sold went sky high and the one that I kept went the other way. Used to have Pbank and maxis both sold for good profit at 9+ and 8.50 but of course PB now is like what 14? and before than maxis was taken private at can't remember 13 or 15. Oh well you win some and you lose more :)for me though. but I'm seeing good times ahead.

Posted by KC Loh > 2012-07-26 02:00 | Report Abuse

hang on to Mflour if you have gotten in. Have good vibes about this! :)

Posted by franksoweto > 2012-07-26 02:04 | Report Abuse

No M Flour but plenty of Myeg :)and scomi + scomi M. My eg making a little but not enough to cover the scomis - will aver scomi when it gets to about .20s if it ever get there.

Posted by franksoweto > 2012-07-26 02:13 | Report Abuse

Just got a feel something is coming for Myeg - company has been accumulating since sideways for sometime. Some support at current level. just my 1/2 cent worth - Pls do not follow!I'm in no way to recommend anything!

Posted by shirley1 > 2012-07-26 07:24 | Report Abuse

Thank you KC and Franksoweto, appreciate that.

Posted by franksoweto > 2012-07-26 08:12 | Report Abuse

No worries, I like your goreng goreng statement on knm. KNM master of gorengs - They make the 1 Malaysia goreng - indian,chinese and malay mee goreng but becareful as if you buy and eat you sure lao sai!