http://www.enanyang.my/news/20180123/%E8%B0%A2%E6%B8%85%E6%B5%B7%E9%81%BF%E5%85%8D%E4%BC%81%E4%B8%9A%E5%87%BA%E8%B5%B0%E6%96%B0%E6%B8%AFbr-%E5%BA%94%E6%94%BE%E8%A1%8C%E5%8F%8C%E5%B1%82%E8%82%A1%E6%9D%83%E4%B8%8A%E5%B8%82/

https://mbd.baidu.com/newspage/data/landingshare?pageType=1&isBdboxFrom=1&context=%7B%22nid%22%3A%22news_9439718945409932937%22%2C%22sourceFrom%22%3A%22bjh%22%2C%22ssid%22%3A%22%22%7D

https://mbd.baidu.com/newspage/data/landingshare?pageType=1&isBdboxFrom=1&context=%7B%22nid%22%3A%22news_9781011817294867560%22%2C%22sourceFrom%22%3A%22bjh%22%2C%22ssid%22%3A%22%22%7D

Reading pleasure but in Mandarin. especially point 4 (Imbalance of motion)

https://view.inews.qq.com/a/20180120C04R0700

Pushing for 5G...

He is from Penang.

Datuk Seri Cheah Cheng Hye is one of the speaker. Good.

In Great China, they call him "Warren Buffet" of Asia mainly concentrate on China small cap companies.

He and his partner started Value Partners in 1993 with less than US$5mil and now has around US$14bil worth of assets under management.

everyone is looking for money before CNY.

U sell, I buy.
I sell, U buy.

My lovely target buying px is 1.01.

1 wk before CNY = 1.01.

waiting.

haha, waiting at 1.01.

http://www.theedgemarkets.com/article/ocks-growth-prospects-underpinned-maiden-myanmar-profit

they use weak US$ to trap someone. px will raging 1.05 to 1.15.

if you know how glove maker do the pricing, change in forex actually no impact.

Chang on and off disposed his stake since 2014.

Low always dispose his stake before CNY since 2014, 2015 (not 2016), 2017 and 2018.

https://view.inews.qq.com/a/20171214A0K3E300

I suspect OCK will enter Cambonia market soon with buying over somebody.

In Investment:

There is no RIGHT & WRONG.

There is no HAPPY and SAD.

All there have is MAKE or LOSE money.

NJOY.

https://view.inews.qq.com/a/20180108A0WKSF00

Alibaba & Tencent now start getting data from Vietnam... for their future business plan.
To support Ali & Tencent business models, min requirement is 4G...

business opportunity..

Thats y Tencent is looking at Myanmar market.

market correction - market collection??

correction - collection.

oil to hit 75 by nx wk due to xtremely cool winter in northern part of the world...

http://finance.sina.com.cn/stock/usstock/c/2018-01-07/doc-ifyqkarr7701821.shtml

Not easy to attract Tencent to invest...

@windcloud, should be this way. Now timing is right coz market generally super hot...

gov funds are pushing the market so that epf can give 6.5%-7.0% div for 2017 in feb before election. 2017 GDP expected to be 6.0%. (epf div always higher than gdp).

good luck.

https://finance.sina.cn/2017-12-25/detail-ifypyuvc0835942.d.html


发财 VS 致富

http://www.thesundaily.my/news/2018/01/04/cimb-expects-jumbo-ipos-raise-rm10b-first-half-2018

1st H IPOs, it should include edotco since the val is so big.

https://view.inews.qq.com/a/20171217A0KKF600

Read 2nd page about Warren Buffet....

Have fun

https://mbd.baidu.com/newspage/data/landingshare?pageType=1&isBdboxFrom=1&context=%7B%22nid%22%3A%22news_9853508842445963036%22%2C%22sourceFrom%22%3A%22bjh%22%2C%22ssid%22%3A%22%22%7D

Reading pleasure

if want, can sell tomorrow...

market now rotational play. 1 day will come to here..

now rotational play. if stock pick timing is good, can hv 100% return in Jan'18.

https://view.inews.qq.com/a/20171214A0K3E300

Young market n growing

China Tower suppose to list in CQ4'17 but postponed to 1H this year. This is bcoz HK introduce/revise few exchange regulation like 同股不同权 to attract more world big IPO. (They lost Alibaba to America 5 years ago).

Try to avoid smartphone related tech stock, big phone players like Apple, Samsung, Oppo, Vivo, Huawei... revise their 2018 sales numbers lower compared to their initial projection.

Soon below 4. can Export counter sustain??

https://view.inews.qq.com/a/20171228A014P600

Look at market size for China medical products...

https://view.inews.qq.com/a/20171223A05H1200

China gov pushing very hard on 5G. Hopefully OCK can get some special skill from Huawei.

https://view.inews.qq.com/a/20171227A0RTDC00

Cashless payment getting big in Thailand.

if their business plan in Thailand proceed as what they planned, it will be god boost to the company. Big change in retailer payment system especially in BKK.

key investors in hengyuan are cashing out.
Now they are targetting their 2018 portfolio n the next will be ....

https://view.inews.qq.com/a/20171227A11KM900

Huge increase in industry gas price in China has coz China glove makers facing profit sqeeze n some of them rather stop production due to gas shortage and selling price problem.

This situation will continue until China government remove the ban on coal in early CQ2-2018.

Before new co act, Comfort par is 10sen. now est EPS/yr=8sen.

Is it good??

steel, aluminium, glove ... whichever China produce, will up coz too many factories shut down in China which create market shortage.

buy buy buy...

foreign fund come in big way..

mkt target big 4, later small 2 will run.

http://www.epochtimes.com/gb/17/12/12/n9950505.htm

China import 35% of LNG for all usage.
Can forsee China LNG px will increase again due to above incident.

10% of glove cost is energy (gas) and CQ1'18 will be another good qtr for glove...

If wanted to know the 中东人message, can go google translate....
haha...

USD??

During RM3.20/USD, top glove average net margin = 10%.

Now is RM4.20, top glove average net margin still 10%.

If they hv higher nitrile glove output, QR rev can hit 130m w NP 12m. (EPS=2.15)