"Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down."
Warren Buffett

I'm ready to call my broker to buy AA when it reaches my target price RM2.73

Exactly, in fact, I'm going to buy more once the price reaches 2.70-2.73. It looks attractive just like L&G (another counter)

Bullbear, you're young boy. Thus, no need to repeat the same message.

No one falls in love with stock but optimistic about the future potential.

If you are a day trader, then it's a cause for concern. For long-term investor, this isn't something to worry.

Any changes in America will affect the rest of the world. Heard the phrase, "When America sneezes, the world catches cold."

Now, go post your flight cancellation

For those don't know this info,

MAS recently launched sales promo for its flights. To counter this, AA execute a cunning price strategy. There is 3 days holiday coming on Sep.


Bangkok
Departure flight between 9am to 10am
Return flight between 7pm to 8pm
M RM559.00 including luggage
A RM416.60 excluding luggage

Hong Kong
Departure flight between 9am to 10am
Return flight between 1pm to 2pm
M RM751.00 including luggage
A RM663.20 excluding luggage

AA is fast to counter the promo executed by other airlines. This is something important. Doing northing is the worst.
If your wife going to shop with 30kg luggage, then the choice is MAS, esp. to HK


For those wish to book a holiday to Hong Kong, there is smart and cheaper option available. Fly to macau then board ferry to HK.

Macau
Departure flight between 2pm
Return flight between 7pm
A RM307.20 excluding luggage

really, i didn't look up past comments.

at least, bullbear gives us something to think everyday

karin phua, if you hit me below the belt, i will be in deep pain

waiting for reports from bullbear

thanks.

waiting for ur flight cancellation news, bullbear

Come on everyone. please refrain from personal attack. we're here to discuss stock market and helping everyone makes some money

ladzatz, refer to rookie8833 and read previous comments (jul to aug) to save your time

rookie8833 HJey, yes totally agree with you. Refer to http://www.yeelee.com.my/ their household products under distribution include Red Eagle cooking oil, Spritzer mineral water, Morning Kiss Oral Care products and Sabah tea.
15/08/2013 11:06

cumicumi, paid a visit to your nearest hypermarket and observe number yeelee products.
it's really up to you. you may need your money for emergency purpose.

that's why we should use money that we don't bother to invest.

in other words,

Your investment capital is
"How much money are you willing to lose?"

kahfiehlai, i'm still holding marco.

there is very high chance that i am going sell airasia & marco next year(b4 or after CNY) to buy L&G. If L&G remains below RM1.00, it will be a good margin of safety

wkchong, this is my feeling.

refer to my previous comments, i compared LBS, Huayang & L&G annual report.

(RM'000)

L&G
Revenue 130,799
Profit before tax 43,499 (33%)
Profit after tax 33,120 (25%)
Cash in hand 122,802


LBS
Revenue 531,820
Profit before tax 65,056 (12%)
Profit after tax 37,160 (7%)
Cash in hand 19,957


HuaYang
Revenue 306,412
Profit before tax 72,503 (24%)
Profit after tax 53,435 (17%)
Cash in hand 25,161


I like profit margin of L&G and its fat piggy bank balance. Let me declare, I bought HuaYang last year and made money this year. I never buy LBS.


RM1.50 is long term. could be 3 years and more. It looks healthy to me.

but i can be wrong, after all, huayang price increased a lot in 1 year even after bonus issue. but, i can't complain bcoz i made good profit from huayang

stevenlum81, esos opens to yeelee employee only. we can't buy it.

jjoker, no need to run. just stay, hold and watch yeelee grow slowly

wcl1988 is right. fmcg business is stable excpet you decide to eat roti canai and teh tarik kaw everyday

Don't waste your breath on bullbear. If Bullbear is shortselling AA, then he(I assume u r guy) earn if the price drop and vice versa. Thus, his reason is valid to create fear here.

That's why all the outdated, misleading, twisted and lie from his comments.

malaysiabolh, you will never know what will happen next. I agree with you that i prefer property division stay inside HS Consolidated

soon9913, maybe i'm confused. If Hapseng Consolidated spin-off its property business, HS Consolidate's price will drop to reflect lower revenue and profit.

i'm definitely holding it tight and won't sell. The more we understand a business, the better for us

Given choice between share dividend or cash dividend, I will 100% choose share dividend

HapSeng disposed HapSeng Star Vietnam. Thus, the gain in profit margin. Then, it means that without this disposal. The number should be lower.

In my past comments, I want to buy L&G last week. But due to ICULS & lots of Unit Trust funds inside top 30 shareholdings, I choose to delay although I really love the story and fundamentals of L&G

After some research, I believe the best time to buy L&G is next year before 2Q14. Why?

L&G was in financial trouble before the Chiu's family becomes major shareholder. The past 4 years work was to cleanup the big mess left by previous management.
http://www.theedgemalaysia.com/highlights/185234-the-revival-of-land-a-general.html

Elements is schedule for launch mid-2014. Price starts from RM500k and above.
http://www.propertyguru.com.my/property-news/interview/l-g-poised-to-gain-back-its-original-eminence-

Chiu's family is owner of Mayland. Looking at past projects, there are more hits than misses.
http://topdevelopers.iproperty.com/developer/mayland-group

Most important, L&G has very fat piggy bank balance and low gearing ratio.

In my opinion, L&G is worth RM1.50. As long the price stay within RM1.00 by 1Q14, I'm going to dispose Airasia & Marco and buy heavily.

Revenue 826,757 962,475

Profit/(loss) before tax 259,273 159,538

Profit/(loss) for the period 205,335 117,223

Overall, revenue down but profit margin up. Does anyone here know why profit up? The margin before tax is 31% (2013) vs 16% (2012)

Let us brainstorming, research and investigate this matter

speculative stock is mean for us to make quick gain. (or quick loss if you're at the wrong end)

no need to hold them like AirAsia or your dividend stock

This is how the big shark play in the market. In case you don't know what's going on. Refer to example below


Morning
Buy price Unit Cost
0.33 1million unit 330k

Sell price
0.38 1million unit 380k

From morning session, Institutional Investor X gain RM50k (for easy calculation, I exclude fee)


Afternoon
Buy price
0.36 1million unit 360k

Institutional Investor X enter the market again to buy 1mil at 0.36. Total cost is 360k but average cost is 310k for 1million unit.

Institutional Investor X can do the same trick few times. and i'm talking about 0.005cent changes

or

Institutional Investor X may hold this stock for other trading day. Maybe its' objective is to bought certain amount at lower price. Thus, they flipped the stock in the market

wow..already 670milion volume. before i run away this morning, 320million
current volume 670m is roughly 25% of total bursa volume.
and this is 20times more than average MAS daily volume.
and no UMA. mas is so special

http://www.klse.info/market/summary

institutional investors have no choice. after all, it's their job to follow mr.market. one buy, the rest follow and vice versa

19% up and 320million volume. i'm already out at 0.37. enjoy reading comments now

but capital won't grow. refer to my previous comment

tun dr.m is god

if you made profit, the jump. if you're greedy and think it can move higher, then hold. it's your call

last friday, maybe mas is different

http://www.btimes.com.my/Current_News/BTIMES/articles/20130816134256/Article/index_html

that's why i said run... for anyone who already made profit.. don't be greedy

with 230million volume, bursa should already issue UMA query. maybe mas is different

220million volume. totally insane

10am today

msybs8848, if you bought last friday and sold it at 10am. your profit is 9%

i don't want to be greedy. enough to paid broker fee, levy, stamp duty and covered my lunch, dinner, breakfast. that's good enough.

i can't beat institutional investor in speculative stock like mas

marco is a stock that can bored you to death.

i'm out. profit in one hour. enough of monitor watching

who buying it?

insane, 103million volume in less than 1 hour

89miliion

the trading volume in mas is insane. 69million in less than one hour

just saw the latest dividend. surprise, this the 3rd dividend for this year & my overall fourth dividend from marco. marco may turned out to be a dividend stock overlooked by many ppl.

some info for everyone knowledge. marco selling casio watch and still controlled by the owner and not institutional investors. you can consider this a good point because owner definitely want to get rich by declaring more dividend for themselves.

i'm disappointed because i'm expecting capital grow when i bought it. sighh. another reason is i missed out on a big gain. back then, i am considering to buy either marco or dksh. dksh is RM1.68 and now.....hmmmmm. speeccccchlesssssss

that's why i'm disappointed and said marco is like

"A thorn among the roses"

gark, how do you come with your conclusion? mind to share with everyone. thanks

Calvin, I'm not familiar with ICULS. Ask your broker regarding ICULS and the process. You didn't pay commission for nothing

Actual sales & efficient costs control is the parameters of the business.

AA is market leader in budget airline. AA has the brand advantage and postinioning.

Pepsi wants to dethrone Coke. but we all know the result. branding power is difficult to achieve.

Just hold AA stocks. end of story

Marco's price remains stagnant for almost 2 years. If you don't mind bored to death, you can jump into it. That's why I'm hesitate to buy L&G now.

Two stagnant stocks is too much for me. (I assume L&G price will fluctuate between 0.47 and 0.48 for 1 year or more)

Marco stock in my portfolio is

"A thorn among the roses"

shortselling

For me, ESOS is good to reward employees. The offering price is lower than market price. (in my current employment). There are restrictions with ESOS (lock in period and purchase quantity)

I always look at business fundamentals before purchase a stock, this includes management and working environment. Yeelee is a good business(for now), in my opinion.

Haha, anyone interested to pull the trigger?

Speculation, rumour, prediction and etc will not affect actual performance of a stock. We look at business fundamentals.


Food for thought,

There is a matta fair coming soon. Go there and talk to lots of tour agency. Find out which airline service used for most of their tour.

In business, there are B2C and B2B markets.

"Know what you own"
Peter Lynch

"Risk comes from not knowing what you're doing"
Warren Buffett


Who am I to dispute these two investors?