the validity period for the additional export quota is between 2-3 months. If the approval letter is dated at end July. the companies need to ship out the CPO on or before end-October

estimated cash pie - around 5.0- 6.0 billion under genting group

everything is on hold pending GE13. i guess the Minister(s) will not be the same

as a Dividend play- big disappointment

KLCI index is supported by local funds (eg EPF, PNB, Tabung Haji, LTAT )
when Foreign funds sell somebody need to support the market.

don't take the research house words for granted. they will revised the prices as and when required. market up - revised up. market down- revised down. they only cater to selected clients with their in house reports (but not to the general public) trust your own judgement. it's your own money

Boustead is the holding company. whereas BHIC is the ship building arm . BHIC will benefit from naval ship contracts. priority is given to local co's. BHIC is headed by ex-navy chief

x-dividend date is fixed (i.e. 05/09/2012). you cannot buy on x-d and register for the entitlement

we cannot guess what the market direction but we try to anticipate & react to the changes. KLCI is hit by the FD selling and GE13 (?)
anxiety (worries) on the outcome.

better stay out till a clearer picture emerge. this is my personal assessment

Hua Yang is a good counter but-but company lack branding. strong in Penang area. pays good dividend. sales targeted at middle income class(afforable) housing

Hap Seng is a good company but NOT necessary a good counter. U need to hold it ( eg 6-8 months minimum)

House prices is so expensive. it takes 30-40 years for loan repayment. only my children can enjoyed the fruits of my labour.
this is a DOG life

building malls is an additional recurrent income

genting is a good defensive counter. re-rating by funds manager might push the counter higher? need to be cautious (long holidays break ahead)

George Kent is looking at sub-contracting out 80% of the ampang LRT project. All the local big boys Gamuda/ IJM are not too keen for the sub contract works with george kent. the smaller outfits like WCT / AZRB may be link to the civil part of the LRT extensions. just a guess ?

felda settlers only gets $5,000+5,000+5,000= $ 15,000 plus 890 FGV shares. this is their share of FGVH listing proceeds for the 200,000 settlers.

before GE13. government will do their outmost to keep FGV prices up. the recent quota adjustment . additional 2million tons tax free export permit for selected companies ( FGVH included) is to bring down the CPO end month stock inventories.

with the US mid west drought. corn & soybean plantings are severely affected. the spread bewteen soy oil has widen to USD 200-220 per ton from USD 150-160 in june.

it's matter of time demand will be shift back to palm oil. nonetheless, this is my personal assessment

sideways market neither here or there. investors tired of GE13 waiting game. need something to kick start. if not stay out. no need to trade every day.

technology is moving very fast. JCY is mainly centred on HDD. players are migrating to SDD. There is always a market for HDD but look at NOKIA. 4-5 years NOKIA was was the market leader. now its SAMSUNG followed by Apple

credit cards is the meat for the bank financing. BNM is closing their eyes on credit cards interest rates. it's day and night legalised robbery by the banks fixing rates at between 15% -18% p.a.(excluding whatever charges they can debit to your account)

to be fair. the construction sector has been under performing (due to lack of major projects for the past 2-3 years) compared to the price up ticks enjoyed by the banks,plantations and other GLIC heavy weights.

hopefully, with the upcoming GE13 elections more projects will filter thru the pipelines. we need to be patient but optimistic about the construction sector outlook.

asian market & local KLSE closed lower partly influenced by the never ending SPAIN debt saga.

GE13 is coming ? rumours are plenty but nobody can confirm the dates. the market is getting tired & lethargic. maybe the BN will push the market for Raya? Nobody knows. the private retirement scheme will be launch on September

DJ is still waiting for QE3 from Mr Ben (Fed Reserve). US Elections is in November. Obama is making sure any QE3 will filter thru for his re-elections.

be realistic. the first level to break is at $2.80. then we can talk about holiday destination. meanwhile get your bags ready

basically profit taking. the market cannot move (upwards) in a straight line. we need to take into account T+4 duration ( ie.previously at 2.44-2.50 price range)

our investment outlook should not confine to contra play. we need to have a broader horizon if we think the counter has potential to give us better return. this is my own viewpoint.

NYSE or overseas is more intune with program buying & selling. their market capitalisation is huge. the software will assist their traders to arbitrage(betting) between different markets.

look at baring bros, lehman bros. this are big investment banks but floundered because ill conceived hedging. the earthquake at Japan kills the nikkei and Baring bros together (throwing all programs out of the windows).

lehman bros died because of subprime underwriting in the US ( plus fed reserve refused to step in). this are things the program have never anticipated.

trade big can also lose big. look at LIBOR even HSBC are part of the groupings rigging the inter bank rates. maybe the movie WALLSTREET is not a fiction.

market trading relies a bit of luck plus alot of hard work. you dont invest with your eyes closed hoping for a windfall. you need to open your eyes and ears WIDE.

look at market trends and external factors. unless you have deep pockets like warren buffett or PNB. dont ever average your losing stocks. your investment risk and holding powers (period)is equally important.

the best investment tools cannot help you if you are the panicky or act or impluse. it's safer to invest in mutual funds (long term) rather than play the market. this is my personal opinion. no offence to anybody

GST is something not everybody will welcome with open arms. GST rates normally inch higher and the base broaden (ie. each time the Government try to widen their receipts)

sale of petrol, foodstuff , cinema tickets, medical, transportation all will be affected. the rates can inched up from 6% to 12%. think carefully before we support such a move. this is my personal opinion.

WCT has a trading buy at 3.20 ( given a slew of projects awarded) nonetheless, t2.80 is the immediate price target. happy trading

EPF (treasury) trades KLSE stock on a a daily basis. they have different portfolios. one for long term capital gains and another for dividend plays. trading forms part of their equity structure. they will lock in or rebalanced their portfolios as and when they required.

it's good to have a working knowledge (on the topic) instead of relaying 100% (trusting) on the trainers. the banks or investment house talk (FOC) is a good source of information. if it's too good to believe than be wary (cautious) on the program and training

property counters maybe rich in assets but prices do not reflect their net worth (value). we call it value traps ?

everyone thinks he or she can outsmart the market. nonetheless, timing and the entry level is equally important. there's NO such thing a sure winner. your holding power and your expectations plays a part too. some stocks are dividend play , some are short term, some are pure speculative. everything depends on your individual risk tolerance.

WCT is a good counter. construction, mall owner, property development and GLI (thru EPF). Nonetheless, construction & property counters are cyclical in nature. need to be patient and wait at after least GE 13. nothing is moving at this junction. everybody is waiting. nobody wants to bet on a wrong horse. this is my personal assessment

the coming budget 2013 may have some goodies for downstream players. FGVH and other plantation houses may benefit from the government new tax related incentives.

this is in response to the Indonesia cut in their duty structure for processed palm oil. Malaysia exporters have complained to the government numerous times thru MPOB.

the incentives may not be direct tax cut but indirect incentives to boast FGVH overseas ventures.

OSK confirm they will not be classified under PN17 by SC after the sale to RHB

based on the EU policy makers, they need to be very accomodative to stimulate growth. US elections is in November. Obama needs to pump up the economy. all things looking good (short term) ie. between July - September. Happy trading

KCLOh thanks for the reply. nonetheess, value-investing is not our Malaysian punters way. Warren Buffett has deep pocket. his investing style is long term (minimum 4-5 years holding)plus he tends to average out his stock picks whenever there is a dip in pricing.

not many punters have deep pockets. we tend to lose out compare to the funds manager (ie. holding power plus diversified portfolio). whereas the average local investor can hold (maybe) 8-9 stocks maximum for 6-12 months.

the man in the street tends to cash out early but hold on to their losses which is the exact opposite of the funds management. let your winning runs but cut your losses early. local players always lives on hope. correct me if i am wrong

KCLoh comment on(FGVH)is informative but people have a herd instinct mentality. when prices of FGVH is rammed up. eveything else becomes secondary.

fundamentals will tends(disagreed) and lose it edge when it come to momemntum plays. market sentiment is equally important when it's come to timing

KLSE may benefit(inflow)of fresh funds after the listing of FGVH. the coming IHH listing will ensure the funds pepople pretty tie up. hopefully means better volume and valuations.

FGVH is a strong GLC counter. the Macquarie report sounds too bearish. the BN (Najib) will ensure the feel good factor ( will prevail)meaning the FGVH price will be holding up ( at least till GE 13)

market performance is really unpredictable. analyst may said one thing but market may decide otherwise. calculate your own risk.

External market is not looking good but-but our local market (KLCI) is hitting a new high at 1,610. Something is not right. need to be cautious. better be safe than take any unnecessary risk. Government may support the market but again only limited to GL counters and blue chips. this is my personal opinion. go slow in this kind enviroment

1600 index. need to be cautious. index linked stocks (blue chips) may trend higher but other stocks may not follow same direction. monitor the volume flow

another possibilities is the 60 acres land parcel deal (Jalan Peel)KL centre awarded to BSTEAD

we need to see the difference between trading and investment. investment is for dividend plus capital gain. the holding period is longer ( eg. maybe 1-2 years)

trading is more flip over stuffs. take profit as and when opportunities arises. remember the mantra . let your profit runs and cut your losses short.

there is big differnece bewteen funds investings and our own money. they have deep pockets and they can average and choose many counters. whereas (my) bullets are limited.

BSTEAD is one of the many GLIC counters. back by LTAT and run by Tan Sri Lodin. BSTEAD core division is involved in plantations, REITs , Finance ( Affin), Healthcare ( Pharma), Manufaturing , Petrol Retailing ( BHP), Industries ( BHIC @ Ship building) and Property Development. Good Dividend play & benefit from key ETP program

all investment funds have the country allocations . among asian countries, the biggest beneficiaries ( not dollars ) goes to China, Singapore, Hong Kong, Taiwan, Thailand, Indonesia, Vietnam. Malaysia is not on the preferred list because of our policy restriction on foreign ownership.

(rumors) that Pahang, NSembilan, Malacca ,Sabah and other states (except PR states)are asked to take up equity stakes in FGVH IPO listings. You need to digest the figs. Good luck and Happy trading