Posted by 4u2c > 2014-11-01 11:46 | Report Abuse

in the back of our minds, correction is due......but somehow ,market is still hot.....be careful....u cant win all the money in the market .set yr goal n use yr skill to QUICKLY attain it.keep the winnings....sad to say, azrb may take a longer time for us to see real profit.....

Posted by nordimohd > 2014-11-01 12:52 | Report Abuse

4u2c,
{....sad to say, azrb may take a longer time for us to see real profit.....} yes agree wth u, infect i m very skeptical on azrb current price n the whole world may not agree n screaming at me on the following ....at the back of envelope calculation seem azrb fair value is just about 45cent yes 45cent {i.e (NAV(76cent) + PE13(14cent)) X 0.5 = 45 cent}...let see the current n next qtrs financial results and wait till the coming mkt reset/correction which may reset azrb to its true fair price....

Posted by 4u2c > 2014-11-01 15:17 | Report Abuse

wow ! Over value share ? I did not calculate that way.......let see upcoming result

Posted by nordimohd > 2014-11-01 15:57 | Report Abuse

news on construction....in 2nd half 2015 to 2016 only then started..
http://klse.i3investor.com/blogs/kenangarese arch/62844.jsp

Posted by nordimohd > 2014-11-01 16:02 | Report Abuse

4u2c,
hope the current zarb bucket will hold water...if not my bucket 45 cent is waiting down there

Posted by sunztzhe > 2014-11-01 16:04 | Report Abuse

nordimohd, Just ask yourself, can EKVE with 50 yrs concession make profits or not? Just look at Silk highway, still bleeding after so many years. If not then profits made through construction will be negated by losses in EKVE.

Posted by fortunebullz > 2014-11-01 16:04 | Report Abuse

Haix! This Azrb is like barren wife! Talk talk talk about having children but until the hair turn whitey still no babies! All sifus has recommended, promoted, even CIMB gave high target price but no movement!

Posted by sunztzhe > 2014-11-01 16:18 | Report Abuse

Haix, why wait so long till hair turn whitey? Better to have cut out to get sexy vibrant active stocks that make fierce movement n also makes you happy man!!! told u long time back AZRB was tortoise...

Posted by nordimohd > 2014-11-01 17:06 | Report Abuse

guys like very much yr coments n opinions...but dont lost hope let dont take it out from yr portfolio list....i still keep n monitoring hoping one day i can make sence our if it to invest....anyway there are so much more to consider n rank to invest in.....

Posted by nordimohd > 2014-11-01 22:21 | Report Abuse

fortunebullz,
any possibility those news are just trap setting for small player like us...? cause to me those news seem not in sing with annual n quarter reports

Posted by nordimohd > 2014-11-01 22:32 | Report Abuse

sunztzhe,
i dont have clear understanding on this "highway business" but just wounder of the same setting like NKVE how well has it been doing...i.e is NKVE lost making venture or just so so...?

Posted by nickyeo55 > 2014-11-02 12:36 | Report Abuse

haha all of u too good

Posted by nordimohd > 2014-11-02 15:54 | Report Abuse

orm pro TA view on the current cycle...bull is alive...

http://www.marketwatch.com/story/the-bull-market-in-stocks-is-about-to-get-the-all-clear-signal-2014-10-31

Posted by nickyeo55 > 2014-11-02 16:03 | Report Abuse

s&p 500 2200points ?

Posted by fortunebullz > 2014-11-02 16:09 | Report Abuse

Nordin! Azrb is example of good fundamental stocks but the price simply do not reflect its true value! Trap or not, for investor like us it does not matter, even at low price Azrb simply don't move!

Posted by nordimohd > 2014-11-02 16:20 | Report Abuse

one of the commentary in CNBC said S&P top around 2100...my estimated calculation based on recent low 1820 X 1.15 = 2093 i.e that is the potential 15% gain from recent low...

Posted by fortunebullz > 2014-11-02 16:23 | Report Abuse

Nordin! Don't believe too much of foreign hedge funds paid news! Read between the lines! Financial news are skrip written by hedge funds!

Posted by nickyeo55 > 2014-11-02 16:24 | Report Abuse

Nordin few years ago i read one article , they predict s&p 500 to touch 2200. there will be a super bull run.
Anyway what do u think about Azrb ,any chance to move in November ? My 6 sense told me it can. How about U ?

Posted by fortunebullz > 2014-11-02 16:28 | Report Abuse

Japan will unload their cheap barrel of money! Don't think Daim and geng want to miss their Japan links to pump up bursa just like the gret old days! Japan can be very predictable when it comes to pumping up markets! First pump bankings stocks, then E&E stocks, then the rest of laggards! Just watch and see!

Posted by nordimohd > 2014-11-02 17:36 | Report Abuse

nickyeo55,
as i posted before, i believe that bskl bull will likely to run till end of 2014 to the last breath (before dropped dead for around 30%) n what ever counter yet to move such as htpadu, trc, azrb, etc likely will move up sooner or later in the current up cycle but how much i dono it could be at least 10% i.e azrb would be testing recent high of 80cent ???

Posted by nickyeo55 > 2014-11-02 17:55 | Report Abuse

Nordim
TQ. Anyway leave the market if u think u have make enough. Now cannot be too greedy already.
If AZRB only target for 10% increase, then i think no need to buy loh.

Posted by nordimohd > 2014-11-02 18:11 | Report Abuse

fortunebullz,
the last abronomic 3 arrows managed to weaken yen from 79yen/usd to 115yen before stable at around 108yen n sustained about 1 year, the japan QE just announced last Friday kicked yen to 112yen potentially going up to 120 yen(one of main reason nikkei 255 jumped almost 5% cause japan improve export competitiveness), likely having short term effect to the rest global equity mkt...

but for long term i tend to believe there is a kind of unofficial agreement to all major central banks to take turn in sustaining the global economic momentum cause if the current situation not properly address the "EU economic ebola" will spread to the rest of the world and the capitalist economic model will implode worst than 2008 global crisis...

for intermediate term I believe after the current quick sharp bull run i.e about 3 weeks ago S&P was down to 1820 by now after breaking sept old all time high 0f 2017 n closed at 2018 which may run till end 2014, cause ;

1.based on history the sharp bull run which the current is the sharpest among all is not sustainable i.e the most will run for 3 months

2.the current bull has been among the longest n relatively running without meaningful stop till today...

http://finance.yahoo.com/echarts?s=^GSPC#%7B%22range%22%3A%22max%22%2C%22lineType%22%3A%22candlestick%22%2C%22indicators%22%3A%7B%22bollinger%22%3A%5B%7B%22id%22%3A%5B%22bollinger_upper%22%2C%22bollinger_lower%22%5D%2C%22name%22%3A%22bollinger%22%2C%22subLines%22%3A%5B%22upper%22%2C%22lower%22%5D%2C%22lineType%22%3A%7B%22upper%22%3A%22line%22%2C%22lower%22%3A%22line%22%7D%2C%22color%22%3A%7B%22bollinger_upper%22%3A%22%23999999%22%2C%22bollinger_lower%22%3A%22%23999999%22%7D%2C%22weight%22%3A%7B%22bollinger_upper%22%3A1%2C%22bollinger_lower%22%3A1%7D%2C%22params%22%3A%5B20%2C2%5D%7D%5D%2C%22rsi%22%3A%5B%7B%22id%22%3A%22rsi14%22%2C%22name%22%3A%22rsi%22%2C%22params%22%3A%5B14%5D%2C%22lineType%22%3A%22line%22%2C%22color%22%3A%22%23cc4125%22%2C%22weight%22%3A1%7D%5D%2C%22macd%22%3A%5B%7B%22id%22%3A%5B%22macd_divergence%22%2C%22macd%22%2C%22macd_signal%22%5D%2C%22name%22%3A%22macd%22%2C%22subLines%22%3A%5B%22divergence%22%2C%22macd%22%2C%22signal%22%5D%2C%22lineType%22%3A%7B%22divergence%22%3A%22column%22%2C%22macd%22%3A%22line%22%2C%22signal%22%3A%22line%22%7D%2C%22color%22%3A%7B%22macd_divergence%22%3A%22%23ff0000%22%2C%22macd%22%3A%22%239fc5e8%22%2C%22macd_signal%22%3A%22%23f1c232%22%7D%2C%22weight%22%3A%7B%22macd%22%3A1%2C%22macd_signal%22%3A1%7D%2C%22params%22%3A%5B26%2C12%2C9%5D%7D%5D%2C%22stoch%22%3A%5B%7B%22id%22%3A%5B%22%22%2C%22stoch_k%22%2C%22stoch_d%22%5D%2C%22name%22%3A%22stoch%22%2C%22subLines%22%3A%5B%22%22%2C%22k%22%2C%22d%22%5D%2C%22lineType%22%3A%7B%22k%22%3A%22line%22%2C%22d%22%3A%22line%22%7D%2C%22color%22%3A%7B%22stoch_k%22%3A%22%23e69138%22%2C%22stoch_d%22%3A%22%2300ff00%22%7D%2C%22weight%22%3A%7B%22stoch_k%22%3A1%2C%22stoch_d%22%3A1%7D%2C%22params%22%3A%5B14%2C1%2C3%5D%7D%5D%7D%2C%22scale%22%3A%22linear%22%7D

based on the above I believe the current bull will run the most may be to 1st or 2nd week Jan 2015 then will be followed by very nasty strong young bear to at least push down 20% global equity...

Posted by fortunebullz > 2014-11-02 18:25 | Report Abuse

Nordin! I dont believe 'EU economic ebola' thingy! You see only Jerman among advance economy in Europe! In fact Volkswagen brand is now so common this brand car no longer consider luxury! Bare in my Jerman among leading automotive cars like Mercedes and BMW! But the rest of Europa are very much 3rd world! Major infrastructures are very backward compare to Jerman! So plenty of development if Europe really want to jumps start their economies! But pride is the only reason Europe into economic slump! Take Greece and Spain for example, until today they still can't figure out how to turn around their country! This is bloody shame, and you have Italy who can't elect a real leader except living on tabloid! In fact, compare to Malaysia, these 3 europe countries are far worst and no reason why their are bankrupt!
As for Japan, it's really very difficult to push their economy as Japan is already fully developed! Unless another major earthquake happens, which Japan can rebuild in lighting speed, their nothing much they can do except roll out QE and make tons of money!

Posted by chloe_ts > 2014-11-02 18:32 | Report Abuse

Fortunebullz, will China do surprise QE also if bull run out?

Posted by fortunebullz > 2014-11-02 18:35 | Report Abuse

Chloe! No! China may pump money into infrastructure if it's GDP go down! But manufacturing going down in China as US investors close shop in China! The reason i will also close shop in January next year as datas coming out from China will be bad!

Posted by Lotusf1 > 2014-11-02 18:37 | Report Abuse

At last japan polic tool opted to liquidate markets with easy money bringing the winner n yen losing its shine...japans economy thrives on its exports so fr the simple reason if its yen goes up its exports suffers..a drop of 1% of yen value could triple japan exports ernings...n vice versa...japan consumer are not that good becoz lwer income n ageing populations which could not lend a hand to support its gdp..as income growth dries up n so are consumer spending..japan exports are their best polcy tool ...

Posted by fortunebullz > 2014-11-02 18:38 | Report Abuse

I foresee China entering recession next year due to oversupply in manufacturing side! This thing is not easy to settle! US investors won't be returning anytime soon!

Posted by nordimohd > 2014-11-02 18:40 | Report Abuse

nickyeo55 & fortunebullz,
my personal strategy now is just to clear/sell off all my current holding total 1750k units mix stocks in current up cycle and sideline to see the unfolding situation in 2015... some of them are ...

1. USA debt limit which projected to hit some where in march 2015

2. Greece pru (general election) in june 2015 which potentially create major uncertainty for EU cause base on survey, the left wing that promoting Greece break away from EU potentially win with strong vote..

3. local front :
3.1 GST start in 1 April 2015

3.2 oil price down trend affecting msian government budget causing potential budget adjustment n budgeted projects realignment n rationalization

3.3 the y2015 budget is a conceptual budget to kick off most of the construction projects which very much on early planing stage n approval stage before tendering in 2nd half of 2015....

so with that my conclusion...
1. a lot of uncertainty in 1st half 2015
2. good timing for bull to take a rest n let the young bear go on amok ...kikiki
3. good time for me to go on holiday...kikiki

Posted by nordimohd > 2014-11-02 18:47 | Report Abuse

anyway guys those just my 2cent opinion...n TQ on sharing yr idea n opinions...nobody really know what will happen...let see n enjoy the current treading to the last...

Posted by chloe_ts > 2014-11-02 18:56 | Report Abuse

haha fortunebullz and nordi, you guys are good! always love to read you guys' analysis. by the way, Alan greenspan advice investors to go for gold. http://www.cnbc.com/id/102136750.

Posted by nordimohd > 2014-11-02 19:00 | Report Abuse

chloe_ts.
TQ u, know what cause i enjoy all the way doesn't mater wether mkt up or down....kikiki

Posted by nordimohd > 2014-11-02 19:03 | Report Abuse

last friday gold break 1200 level to 1171....this mr. alan is the main creator of usa house boom n bust n sub prime mortgage crash...so be careful on his idea...ask around....

Posted by chloe_ts > 2014-11-02 19:04 | Report Abuse

nordi, yes.. we know our limitation to predict but it will never stop us to wonder why.. always :P next two months should be interesting. kikiki

Posted by chloe_ts > 2014-11-02 19:14 | Report Abuse

They commented him as "Created the mortgage crisis with loose credit, did not see the bubble, completely underestimated the meltdown and systematic risk, did not handle the blowup, wrong on everything for the last 10 years."

if someone can make so many mistakes in the past, maybe he can give better advice? haha, I am just saying only. :P maybe can consider if reach 800 level.

Posted by nordimohd > 2014-11-02 19:38 | Report Abuse

haha i always remind myself cash is always the king...invest to make money/cash..gold have no eps...

Posted by chloe_ts > 2014-11-02 19:39 | Report Abuse

Nordi, agree :)

Posted by fortunebullz > 2014-11-02 19:46 | Report Abuse

Posted by nordimohd > Nov 2, 2014 06:40 PM | Report Abuse

nickyeo55 & fortunebullz,
my personal strategy now is just to clear/sell off all my current holding total 1750k units mix stocks in current up cycle and sideline to see the unfolding situation in 2015... some of them are ...

1. USA debt limit which projected to hit some where in march 2015

2. Greece pru (general election) in june 2015 which potentially create major uncertainty for EU cause base on survey, the left wing that promoting Greece break away from EU potentially win with strong vote..

3. local front :
3.1 GST start in 1 April 2015

3.2 oil price down trend affecting msian government budget causing potential budget adjustment n budgeted projects realignment n rationalization

3.3 the y2015 budget is a conceptual budget to kick off most of the construction projects which very much on early planing stage n approval stage before tendering in 2nd half of 2015....

so with that my conclusion...
1. a lot of uncertainty in 1st half 2015
2. good timing for bull to take a rest n let the young bear go on amok ...kikiki
3. good time for me to go on holiday...kikiki

Anwer! Nordin! Good observation! Yes! Better take a long vacation! Markets can turn ugly very fast next year!

Posted by nickyeo55 > 2014-11-03 01:50 | Report Abuse

En Nordim
Agree with u . I also plan to sell n keep cash . Any of my counter moving upwards I will try to sell it when the time is suitable.
Anyway plan to dispose all b4 CNY.
G9

Posted by nordimohd > 2014-11-03 06:59 | Report Abuse

nick,
yes good stretegy.....i m also hope there would be pre CNY rally....but looking this sharp rebound dono wether the bull can run up stip mountain long enough to feb 2015. ...cause if it happen klci would be at 2300 top points..

Posted by nickyeo55 > 2014-11-03 09:08 | Report Abuse

En Nordi
any of your counter going up in between this period have to dispose off immediately n keep cash.
Dead counter if any also have to dispose.
Hope for the best

Posted by AhMoi > 2014-11-03 09:50 | Report Abuse

There you have it, the effect of Japanese QE on Bursa......... NIL

Posted by nickyeo55 > 2014-11-03 10:13 | Report Abuse

Ah Moi just wait n c . too early to say. Normally Japanese fund enter when the market is very high.
Have u bought Tadmax ?

Posted by AhMoi > 2014-11-03 10:25 | Report Abuse

Japanese funds keep to themselves..

with the Jap Yen so low, Sony Toyota, etc will be making huge profits... no need to look outside


I have taken your advice...... don't buy anything.. HaHa

Posted by chloe_ts > 2014-11-03 10:46 | Report Abuse

hi ah moi, nick and nordi, you guys interested with cmsb?

Posted by AhMoi > 2014-11-03 11:20 | Report Abuse

'up?? Pan Borneo Highway ka?

Posted by chloe_ts > 2014-11-03 11:41 | Report Abuse

ya, what is your view on this? :)

Posted by nordimohd > 2014-11-03 12:22 | Report Abuse

chloe_ts,
I am interested in anything to do with construction n palm oil because potential long term double kick;
1. first kick by construction projects budgeted in Y2015 budget

2. second kick by palm oil price raise some where in future due to up cycle trend after more than 3 years on bear cycle

and the best candidate very much related to those double kicks are gadang n azrb because they have construction n palm oil estate...

n for cmsb i think now a little bit expensive n don't think the have the complete expertise and financial strength to do all by themselves likely will form some kind of JV with company/ies that help to achieve that...

Posted by AhMoi > 2014-11-03 12:23 | Report Abuse

I am new to cmsb.... would appreciate your view on it... as a starting point for me, instead, if you don't mind

Posted by nordimohd > 2014-11-03 13:53 | Report Abuse

haha palm oil start to kick in already...
http://www.bloomberg.com/news/2014-11-03/palm-oil-advances-to-three-month-high-as-demand-seen-increasing.html?cmpid=yhoo

http://www.4-traders.com/MALAYSIA-PALM-OIL-16222/technical_analysis-full/&plein=1

Posted by chloe_ts > 2014-11-03 16:04 | Report Abuse

hehe Thanks Ah moi and Nordi, :) Nordi, you invest in any palm oil company? first tier?