Export counters., coming Q results, who will disappoint? Who will shine.?

Posted by Desa20201956 > 2016-01-23 10:56 | Report Abuse

First up, the Sept quarter has one month above RM4/US$. The December quarter has all 3 months RM above 4. During the Sept quarter, a lot of the extra income would have come from forex gains, being the difference between the rates in which debtors were booked and the actual sums received. During the Dec quarter, who will disappoint and who will shine is principally a question of........ - who has pricing power? -who has less import content? and who will disappoint will be those - with a high import content - who has less pricing power - those who sets selling price based on cost plus -those who has to share the good fortune with their customers because it is a very competitive industry. Think about these issues. And don't just extrapolate from the Sept results. Get it right, you will be rewarded. Get it wrong, you will be punished Examine your portfolio and share your ideas.

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266 comment(s). Last comment by Laughgaodiemeliao 2016-01-30 22:59

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:33 | Report Abuse

any thing besides exporters are in recessionary conditions, this year and for a long long time.

gray

1,158 posts

Posted by gray > 2016-01-25 10:33 | Report Abuse

Ringgit 4.24.

Desa fool. Can buy export stock ? Ringgit recovered fr 4.49 to 4.24. 6% recovery in 1 month. Next month 4.00


Export stock ka. Wat a fool.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:36 | Report Abuse

you think Malaysia got gold mines?
any thing other than exporters are in recessionary conditions this year and for a long long time....the only place to make some money is in exporters.

Optimusemptycan

8 posts

Posted by Optimusemptycan > 2016-01-25 10:37 |

Post removed.Why?

gray

1,158 posts

Posted by gray > 2016-01-25 10:38 | Report Abuse

Yayaya. Now only u know. Too late. All fund mgr i knew ady taken profit.

gray

1,158 posts

Posted by gray > 2016-01-25 10:40 | Report Abuse

Dow crash. It was a fact.
After every crash. Sure will rebound. Even stupid stocks like xox crash from 70c and it rebounded many times before it reach 16c.
Simple fact like this u dont understand pls bang your head to the wall.

gray

1,158 posts

Posted by gray > 2016-01-25 10:46 | Report Abuse

Desa. Basically u r shouting property will go up in 2015 vs 2012.
I dont see any different on your export stock buy call in 2016.

Annetan

852 posts

Posted by Annetan > 2016-01-25 10:48 | Report Abuse

The trouble with you guys in the forum is using words that sounds like personal attack hence ego is dented.If we could debate on a pt without using those words,isn't it nice that both sides can see the other side's angle that could be beneficial to your decision making?

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:48 | Report Abuse

they have taken profits and they will enter higher. People always over trade, 95% of the time.

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gray > Jan 25, 2016 10:38 AM | Report Abuse

Yayaya. Now only u know. Too late. All fund mgr i knew ady taken profit.

gray

1,158 posts

Posted by gray > 2016-01-25 10:52 | Report Abuse

Its so obvious u r stuck at peak price for those export stocks u promote. Take care.

Nobody will pay attention to your nonsense promotion. U have been waterfished by the big guys.

Music has stop u still dancing. Laughdieme liao.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:52 | Report Abuse

property stocks? Have not bought a single one in years.
I have a favorite quote for all small cap property stocks....for everyone of them, you can write a bullish case...discount to NTA, high dividend yield, projects, projects, sales, sales, sales....but for everyone of them, just ignore what they say....unless you want your money stuck.

<gray > Jan 25, 2016 10:46 AM | Report Abuse

Desa. Basically u r shouting property will go up in 2015 vs 2012.
I dont see any different on your export stock buy call in 2016.>

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:57 | Report Abuse

plenty of time to prove my point. I not scared at all.

<gray > Jan 25, 2016 10:52 AM | Report Abuse

Its so obvious u r stuck at peak price for those export stocks u promote. Take care.

Nobody will pay attention to your nonsense promotion. U have been waterfished by the big guys.

Music has stop u still dancing. Laughdieme liao.>

Optimusemptycan

8 posts

Posted by Optimusemptycan > 2016-01-25 16:30 | Report Abuse

Best joke 2016

Posted by gray > Jan 25, 2016 04:28 PM | Report Abuse

If today bursa open . Morning everyone chase oil stock. Now busy cutting losses

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 17:20 | Report Abuse

"If today bursa open . Morning everyone chase oil stock. Now busy cutting losses"

that is not a joke. That is what headless chickens do. gray colored headless chickens.

Laughgaodiemeliao

266 posts

Posted by Laughgaodiemeliao > 2016-01-30 22:58 | Report Abuse

Posted by Desa20201956 > Jan 25, 2016 10:57 AM | Report Abuse

plenty of time to prove my point. I not scared at all.

<gray > Jan 25, 2016 10:52 AM | Report Abuse

Its so obvious u r stuck at peak price for those export stocks u promote. Take care.

Nobody will pay attention to your nonsense promotion. U have been waterfished by the big guys.

Music has stop u still dancing. Laughdieme liao.>

Laughgaodiemeliao

266 posts

Posted by Laughgaodiemeliao > 2016-01-30 22:59 | Report Abuse

Posted by gray > Jan 25, 2016 10:46 AM | Report Abuse

Desa. Basically u r shouting property will go up in 2015 vs 2012.
I dont see any different on your export stock buy call in 2016.

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