buy at your own risk, do your homework

nothing is easy. the best trader maximise their profit but cut their losses. nobody says i can predict 100%. just like the fund houses. they try to average their bets

it takes courage & guts to cut your losses ( not everybody has the stomach to accept it) most people will most likely hang on to this stocks and hopping (pray) for a turnaround

yes. never trust the auditors (oops ! deloitee ) 1MDB pink of health

do your homework & research. read the market (decide) what to buy or sell. this is what we call "buy at your own risk". happy trading

Semenyih area is prime land ready for next growth. IJM, Mah Sing, Sunway , IOI already zoom in and around area (south of KL) possibilities of next high growth

KL Cheras Sentral (south area) getting too expensive. TARC relocating their city campus to Sg Long. Maybe Developer's idea zoom in before Semenyih get too pricey

Unexpected push (if) Sarawak State decides to call for early elections. Singapore is also pushing for election budget (looking at broader picture)
things may be not too rosy in the coming months

last qtr result - O&G counters hit by slump in oil prices. Crude oil is now trading at around USD 55-USD 60 price range. hopefully this will result in improved market sentiment.

good track record in Johor. moving into property & township development

times have changed. market is daily manipulated by fund manager(s) to seek better returns. long term means every quarter reporting unlike investing in the past. nonetheless. the article is a good read for those who wants to keep it simple

people can complain but whether the Immigration will varied the terms is still very subjective ?

opportunity ? timing is very important whether you buy or sell.but unfortunately in Malaysia ( short selling in Bursa is on the rope- meaning only for the selected few )

borrowing to invest (is not encouraged) but during a bull run everything is feasible. when the market is down invest within your own means. no matter how the market turns. you have the holding power unlike those who trade on margin.

timing is very important. inari rights comes at a time where negative sentiment prevails. people generally do not want to cough up money during bad times. this is my take on what ill's inari pricing.

market sentiment might turned if BNM suddenly hike up rates to stop ringgit outflow. hopefully, crude oil prices will recover and slowly trend up ( that will stop our ringgit going south)

most (if not all players ) are sitting on paper losses. whether you enter in November or December. the market were sold down irrespective whether banking or construction. everything got whacked.

just sit tight and hope oil prices recover and our Federal Government do the right (correct) market stimulus. Opps! not giving out money under so called BRIM

reduce taxes and encourage FDI interest (irrespective whether Chinese , Japanese, US) It's takes years to attract investors but a just a jingle of wrong signals. they run faster than a porsche

thanks for the write up (after a much disappointed new year) weakening ringgit against the USD. KLCI index going south. some consolation (at least ) some sectors will gain an added advantage

when the market turned south ( try to minimize the losses and preserve the $capital) no matter good is your stock picking. when sentiment turned it's hard to fight the negatively. must be prepare for long haul;. happy trading and have a very Goat year

the sharp drop in Crude oil prices will have a material impact of Malaysia fiscal consolidation. poor sentiment on Malaysia over reliance on Crude Oil further dampened investor sentiment

the flight of FDI was further compounded by the strenght in the green back (which most traders believes that the US will raise their rates in 2nd half of 2015)

BNM has not raise their rates (their hands are tied) but other countries has move up their rates ( i.e.to attract FDI funds) this is the main reason why we seen the ringgit sliding against most currencies plus the outflows of funds from our market.

if we are not careful hyper inflation will further set in. you can expect substantial jump in price of goods (blaming currencies) with the GST implementation in April.

agreed even the Government asked for their divine help ( subject to the clause: use at your own risk. performance evaluation not available )

any sharp & sustain drop on the index(KLCI) is bad for anyone. FDI funds withdrawal and pulls out will have an impact on our country's fiscal structure. banking and currency will be the fist to be affected. rates will raise and currency (ringgit) depreciate against major currencies.

inflation will creep up but our earnings power will be curb (thanks to years of cheap labour done thru imported manpower) if things go from terrible to horrible (we will also see hyper inflation )

we need to be mindful of the GST. what government says might not be reflective on the grounds. all round price increase will hit the men on the street. the government hands will be tied (with FDI funds pulling out). it's not pleasant scenario

ijacobs not looking too good at this point of time (with all the negatively surrounding O & G stocks )

yes . it make sense to digest what he says in his thoughts

just attend the sunday AGm asked the BOard their plans ?

Yes. bull market everybody can be a hero. but in a market down turn only a few can survived. nonetheless, always play within your means. never borrow or play on margin.

Icap was launch when the market KLCI were down at the low end( if i remember correctly ) At that point of time anybody who have invested will make his money.

Icap (TTB) strategy was ride on the upside when the market recover 2-3 years down the road. Nothing wrong but when the market was see-saw between 2008-2009, 2012-2013

Icap was sitting pretty on the cash instead of investing. you can call it conservative but more like playing safe by TTB . Nonetheless, if you like TTb style of investing than go ahead . If you dont like just dont buy Icap. quite straight forward

if Najib can solidify his position during the UMNO assembly. critics will be less critical on the CIMB-RHB merger. hopefully with the ringgit recover from their lows (after the fuel subsidy removal ). better days lies ahead for CIMB.

Maybank , Public Bank and even Ambank prices are much better compared to CIMB. Being a regional banking (CIMB) group has its pro and con. but i believed CIMb has seen its low at $ 5.85

$ 5.85 is quite a drastic drop from the $6.50- $ 7.00 level (which CIMB were holding) the sell-down might due to foreign funds ( re-balancing ) ahead of their year end.

bad news has already factor in plus all the bashing on Nazir (tends to relate more on Najib) political fortunes rather than synergies of RHB -CIMB merger. this is my personal assessment

personally CIMB is a well managed GLIC entity. the recent selldown is partly caused by the outflow of foreign funds. CIMB has high foreign funds holdings.

do not expect flattering reports on Malaysian companies by our neighbouring south. generally they like to bash our co's whenever an opportunity arise. in business there is no fair play award but only the bottom line counts.

i.cap may not be the best performing stock but nonetheless it's best ttb can address the shareholders queries. all shareholders need to be more pro-active in attending Co's AGM

Datuk Seri Fateh Iskander ( President of REHDA) is the right. houses/apartments below RM 500,000 should not be subject to the cooling measures introduced by BNM. the ceiling RM 500,000 is to encouraged property ownership. Buyers of > RM 500,000 normally belongs to well heed businessmen of financial means

IMDB will drag down Malaysia. cross default is most frightening. Malaysia debt to GDP (may have ) exceeded 55% if the letter of support (IMDB and other agencies) is totaled up

silly idea to rationalize (subsidy) usage using mykad ID. open to more abuse using the so called quota on petrol/diesel. big difference between urban and kampung living. blanket discrimination against city folks who relies on their own transport in urban areas.

whoever design the so called plans can expect fat returns(fee) from the mykad system by the government. look at Singapore, Indonesia, Brunei or Australia none have this petrol scheme.

if we are not careful. government might used the mykad as their alternate means to discriminate certain strata (communal group). with no intentions to hurt any body feeling (i.e.reading this blog)

the government can say only this group of mykad (qualify) pump petrol (cheaper price )at this station. others can on pump petrol at higher price. we already have quota on housing , intake on university , government permits etc.

it will be a sad day for all Malaysian if we are also divided between the basic bread and butter items (e.g. like pumping petrol or diesel ) There is no stopping (or holding back)the government of the day from implementing further measure.

trend is still very uncertain but nonetheless can try to cherry pick certain oversold stocks

most accountants (not 100%) but the big chunk of these people are so mundane in their lives that they only look at their own field doing back tracking, charts, business valuations or cash flow. never looking at the bigger picture outside their scope of work.

if ever you ask this block (accountants) of people to start a new business (on their own) and compete with businessmen. 90% of this people (block of accountants ) will cease or close the new business venture between 1-2 years. where as the other group of businessmen close to 50% of them will prevail at their business

the accountants are good only at their field but throw them in the sea . maybe 55 or 10% can survived.

working after the age of >60 (really depends on what is the state of your health) EPF alone may not be sufficient for the golden nest. nonetheless, the house or apartment
is a must for our golden age. at least you wont get chase out into the streets. bad come to worse rent out the rooms

our tax rates are much higher compared to Hong Kong or Singapore. to be a regional center (we need the tax incentives to attract the Foreign talents)

the fuel adjustment will have a effect (rethink)on people whether they should changed their cars. just monitor the sale of new models (Proton Iriz) people fear this may not be the last of the increase. coming on before the GST implementation (electricity, water , rates hike on telco, loan interest etc )

very good write up. our police do not have the expertise (tracking) this malware hackers. the banks have to shoulder the blame for trying to cut down the use of manpower. the ATM are supposed to be monitor 24/7 by their IT unit. what happen ?

TA as a stand alone is losing ground to the bank back securities firm. trading has changed over the years. more and more people are switching to internet trading ( lower commission )

tony will want to exit TA and concentrate on his property (but at his own price) TA used to command a big chunk of the retail market but sadly alot of the big timers has switch to other firms.

we are all here to make money. let's not argue over trivial matters. whether you make or you lose (only you yourself is answerable) let make this site ( exchange of idea ) whereby everybody benefit. cheers and good luck

a review should be favourable for the existing shareholders ( owners)

inari is a good counter but market sentiment is not positive (after recent sell down) players may opt for lower liners and take profit on their profitable position. happy trading

the price weakness is temporary. even at < RM 2,000 efficient planters can still make a decent margin of 20%. what they predicted ( bank's stock recommendations target price ) is for you to buy (they are not using their own money) buyers beware

benalec like any other construction counters are affected by the recent sell down. most contra players and short term players are equally affected. only the blue chips are holding quite well ( eg CIMB )even if the quater's result is good the players may have cash out to take advantage of the sell down and lock in their profit. traditionally august-september is not a good month to trade ( there is always an exception) good luck

property value relies on location and demand. KL property generally is on the higher end. a lot of properties on the suburbs are mark up above the true market value. easy borrowing or easy credit is one of the factor we need to look into. property hype on high returns also contributed to the euphoria

prices may not reflex the actual net worth of the company. the company
may be great ( rich in assets valuations ) but the controlling shareholders are deem too conservative or the free float is limited )
the price may not moved and you need to hold on to this type of counter for a long time. there is no right or wrong in any style of investing ( as long trade you trade within your means )

the mega bank merger between CIMB-RHB- MBSB is a good case studies. with a bigger balanced sheet. the enlarged bank will have ample opportunities for more acquisition. CIMB is down but RHB is up. ?

RHB pay cash for MBSB. CIMB exchange shares swap with RHB and everything will falls into place. The question is on what valuations ? your guess is as good as mine

agreed ride on the big value cap ( eg. under performed counters )

whatever things we buy or we sell involve a risk. as long as there is a element of risk (in laymen term is a gamble ) whether shares , football, property whatever. you yourself is answerable

CA pricing and the mother share works differently. CA buyers look at the potential in future capital growth ( not necessary using the mother earnings as the basis. which is why always challenging to work on warrant using the standard calculations ( plus the conversion ). happy trading

yes . small premium on inari-ca compared to other counters. possibilities both mother & son move higher levels. Happy trading