Posted by qwerty8888 > 2012-11-26 15:00 | Report Abuse

go read thestar.com.my ---> MSCI Malaysia Removal

Posted by tiewyong > 2012-11-26 15:14 | Report Abuse

sp setia will be at MSCI Malaysia Removal. in future any affect sp setia share holder . pls advice

Posted by gumbo > 2012-11-26 15:16 | Report Abuse

Alamak....what talking you? Read lah properly ...info given

Posted by qwerty8888 > 2012-11-26 15:17 | Report Abuse

The MSCI Malaysia Index is designed to measure the performance of the large and mid cap segments of the Malaysian market. With 44 constituents, the index covers about 85% of the Malaysian equity universe .

in other words, it might lack attractive

Posted by gumbo > 2012-11-26 15:20 | Report Abuse

It's world not Malaysia only!

Posted by qwerty8888 > 2012-11-26 15:20 | Report Abuse

as at 0ct 31, 2012 MSCI Malaysia Index

Top 10 Constituents Mkt Cap (USD Billions) Index Wt. (%) Sector Sector Wt. (%)
MALAYAN BANKING 12.25 9.07 Financials 29.5
CIMB GROUP HOLDINGS 12.10 8.95 Financials 29.1
SIME DARBY 8.68 6.42 Industrials 47.3
TENAGA NASIONAL 6.24 4.62 Utilities 44.8
PETRONAS CHEMICALS GROUP 5.98 4.42 Materials 83.0
GENTING 5.94 4.40 Cons Discr 45.4
PUBLIC BANK FGN 5.52 4.09 Financials 13.3
AXIATA GROUP 5.46 4.04 Telecom Srvcs 30.1
DIGI.COM 5.42 4.01 Telecom Srvcs 29.9
IOI CORP 5.34 3.95 Cons Staples 34.4
Total 72.94 53.97

Posted by qwerty8888 > 2012-11-26 15:24 | Report Abuse

MSCI is world but we now are focusing on Malaysia's Stock !

Posted by gumbo > 2012-11-26 15:25 | Report Abuse

Yes The removal big deal.....MMC removed also.....see what happen....down and then stagnant....hehehe

Posted by passerby > 2012-11-26 15:34 | Report Abuse

Some counters overtook SP Setia in term of market capital, that is the reason of removal I guess. But in term of business fundamental, it is as usual

Some funds are not allow to buy counter not listed in the MCSI, probably they will sell to do some reposition. Anyway, the news definitely put some weight on price movement today :)

Posted by tiewyong > 2012-11-26 15:37 | Report Abuse

Thanks - qwerty 8888 ( 8 means ' fatt ' - hope u invest share get profit like 8 ). u post in clearly information not gumbo speaks only.

Posted by lmf_hau > 2012-11-26 16:18 | Report Abuse

The KLCI share mkt is something not right ,,, all big big stock & good fundamental stock keep droping ,,, somthing not right ,,, alert

Pls protect your profit b4 its too late, Telco r the dropiong leader + all glove counter , next coming could be the banking sector , pls alert

Posted by passerby > 2012-11-26 16:53 | Report Abuse

i also think something not right

Posted by passerby > 2012-11-27 09:51 | Report Abuse

they were offered 3.9 by PNB previously, if they buy back now, then PNB = Santa Clause :)

Posted by passerby > 2012-11-27 10:18 | Report Abuse

time to get ur portion back ex-banker , it is ur baby anyway

Posted by passerby > 2012-11-27 14:55 | Report Abuse

drained quota of today, look see look see again tomorrow

Posted by tommylou > 2012-11-27 15:02 | Report Abuse

Can still happen on the fateful day Passerby???

Posted by passerby > 2012-11-27 15:05 | Report Abuse

dare not enter too much after yesterday & today

Posted by tommylou > 2012-11-27 15:06 | Report Abuse

Mcsi is only for foreign exposure........no big deal. If news is on the real investor will b there. Question is whether true or whether the rest know....or Top secret heheh

Posted by passerby > 2012-11-27 15:12 | Report Abuse

the rest , doubt so

Posted by passerby > 2012-11-27 15:14 | Report Abuse

KLCI keeps dropping regardless external sentiment, got something to do with UMNO General Assembly ?

Posted by passerby > 2012-11-27 15:17 | Report Abuse

tommylou - it got something to do with the strain called H1N1

Posted by tommylou > 2012-11-27 15:19 | Report Abuse

No diff for investors really....becoz the will factor in to the price once confirm....

Posted by passerby > 2012-11-27 15:19 | Report Abuse

ya, true also

Posted by passerby > 2012-11-27 15:22 | Report Abuse

the matter is the size secured

Posted by passerby > 2012-11-27 15:23 | Report Abuse

that will be the deciding factor

Posted by passerby > 2012-11-27 16:02 | Report Abuse

http://www.theedgemalaysia.com/features/181878-corporate-s-p-setia-secures-prime-landbank.html

this is long overdue, approximately 2 years. sounds about time

Posted by Phoenix > 2012-11-27 16:37 | Report Abuse

does placement of new shares mean dilution?

Posted by passerby > 2012-11-27 16:38 | Report Abuse

yes, dilution. but cannot determine the par yet because havent announce the pricing

Posted by passerby > 2012-11-28 07:44 | Report Abuse

http://biz.thestar.com.my/news/story.asp?file=/2012/11/28/business/12378868&sec=business

Posted by passerby > 2012-11-28 15:19 | Report Abuse

http://www.bloomberg.com/news/2012-11-28/asia-funds-buy-london-offices-in-bet-volatility-is-past.html

Posted by passerby > 2012-11-28 17:50 | Report Abuse

didn't expect this http://klse.i3investor.com/servlets/anpth/596907.jsp

looks like they really are going to do series of announcements one by one

Posted by tommylou > 2012-11-28 23:05 | Report Abuse

Keep it coming .....wonderful!

Posted by free2rhyme0628 > 2012-11-29 10:50 | Report Abuse

why the huge downtrend with some good news and results announced?

Posted by tommylou > 2012-11-29 10:57 | Report Abuse

Passerby, normally what period of the day they announce?......lunch time or after trading?

Posted by passerby > 2012-11-29 11:01 | Report Abuse

not sure, probably :-

1)afraid of the dilution of 15% paid up capital but i believe that have been priced in since the first announcement when it is hovering around 3.8

2)afraid of not getting foreign exposure after removal from MCSI, but it is matter of time before it is included again

the ex banker probably will do something :), his so damn confident from the way he gave press statements few days ago. ego is very high :)

will not be a surprised if later announce he increased his stake from market.

Posted by tommylou > 2012-11-29 11:05 | Report Abuse

Hahaha......this is private placement ....financial institution should know....

Posted by tommylou > 2012-11-29 11:06 | Report Abuse

Buddy buyer interest is there at the moment........

Posted by tommylou > 2012-11-29 11:08 | Report Abuse

The msci is a bad thing at the moment.......the foreign investors are spooked at the GE.If too much exposure is bad because it will attract and then create a vacuum when they suddenly move out!

Posted by tommylou > 2012-11-29 11:10 | Report Abuse

Note the W formed second bud on the right is above the mid line......may have a bit of pressure for tomorrow....

Posted by tommylou > 2012-11-29 11:15 | Report Abuse

Hence still OK for the moment.....no msci exposure, more announcement, W for up trend......only bad is it is above midline.....if today KLCI do very well tomorrow heavy pressure....

Posted by passerby > 2012-11-29 11:16 | Report Abuse

so you mean today KLCI better not to do very well today?

Posted by tommylou > 2012-11-29 11:19 | Report Abuse

Here we go again!

Posted by tommylou > 2012-11-29 11:21 | Report Abuse

All taking position......

Posted by tommylou > 2012-11-29 11:24 | Report Abuse

Nope I don't mean that.....i am only saying buy those that alredi have news.......more defensive eg GO, BIG project, Bonus issue, dividend......becoz the pressure only need one bad news and enough reason to drop ESP tomorrow

Posted by tommylou > 2012-11-29 11:26 | Report Abuse

Some may not be confirm but more likely........

Posted by tommylou > 2012-11-29 11:28 | Report Abuse

The other counter that we are looking at.......Ie YUB won.......is good but fear the opposition......otherwise is a gd bet!

Posted by passerby > 2012-11-29 11:33 | Report Abuse

i got my legs in both of them. just that my entry for this is a bit at disadvantage :)

Posted by tommylou > 2012-11-29 11:36 | Report Abuse

Yeah I got your number there......not high if u consider mid point at 3.40...normally I use 10% gauge from mid point.....unless the counter screws up Big time. Hence should Hoover close to rm 3

Posted by tommylou > 2012-11-29 11:37 | Report Abuse

+ and - at 3

Posted by tommylou > 2012-11-29 11:38 | Report Abuse

Which is quite accurate at the moment.....unless no news.....