http://www.thestar.com.my/news/nation/2016/01/26/azeez-keeps-mum-on-claims/

r°Moi Shariah thingy interpretation...


Anybody know if Shariah thingy is on average cost of portfolio or cost of block by block of purchases?

If it is the latter then LTH is only required to sell those which it has bought at lower prices in the early days...

And... if so selling could be coming till tailend as it has bought above 3 in the later days... as such.. need not sell those at current low prices

LTH has about 40m shares
25/01/2016 15:39

LTH selling non voluntarily... may in the process dragging others to sell non voluntarily....

Let's wait see

LTH may have sold but not yet announced .... that is why still waiting to see...


r°Moi Lembaga Tabung Haji


Suspected and still waiting to see... if it has been Lembaga Tabung Haji... who has been selling like crazy.. lately....non voluntarily... due to the Shariah thingy...


Anybody know what is LTHs cost and when it made its entry??
25/01/2016 13:31

Shariah thingy interpretation...


Anybody know if Shariah thingy is on average cost of portfolio or cost of block by block of purchases?

If it is the latter then LTH is only required to sell those which it has bought at lower prices in the early days...

And... if so selling could be coming till tailend as it has bought above 3 in the later days... as such.. need not sell those at current low prices

LTH has about 40m shares

Lembaga Tabung Haji


Suspected and still waiting to see... if it has been Lembaga Tabung Haji... who has been selling like crazy.. lately....non voluntarily... due to the Shariah thingy...


Anybody know what is LTHs cost and when it made its entry??

O&G...

Aggressive selling may be due to Puncaks entry into O&G

Let's take a look at Puncaks O&G business...



oil & gas business (transmission and installation of pipes)



This looks rather downstream.. downstream... and OK to me...

And..... frankly kinda laughable as it is rather smallish... and O&G really?

Must has been also called O&G as O&G at the time was seeexxxyyy...


Low oil prices.. at the most just means no jobs... is ok.. not that capital intensive.. not heavy.... unlike MMHE or THHEAVY


Rightly classified under "Industrial"... not "Oil&Gas"


transmission and installation of pipes.... ok la.. rather niche.. specialist constructor... at the least.. wont have big time losses

Climate change...

Climate change might just be the thing that do in fossil oils

Anyway... google... Global Appolo Programme to Combat Climate Change

And... DDPP

Beijing Shanghai.... are covered by thick smog everyday... the minute China made it compulsory for hybrid cars on the roads of its major cities.. demand will plummet.. so too the oil prices... naturally...of course

.

Good sign?

JibKor went all the way to Langkawi to cut ribbon for Tony?

Good sign?


Hopefully.... else it is kinda hard to make for the case that EPF is selling big time non stop now between 1.25 to 1.40.... just so that it can come back to buy at 1.60.. at higher prices... later...

.

.


Ringgit rallies most in 8 weeks


http://www.thestar.com.my/business/business-news/2016/01/22/ringgit-rallies-most-in-8-weeks/


Worst of RM vs USD is behind us



r°Moi .



Gloomy day... here... a piece of good news la....



Ringgit may ease to RM4.15 by year-end



http://www.thestar.com.my/business/business-news/2016/01/20/ringgit-may-ease-to-rm415-by-yearend/


r°Moi .

Worst of RM vs USD is behind us


This is a very very very good news..... very very very good sign..... foreign funds are NOT leaving Malaysia bond market in order to leave Malaysia... as feared..... buying up instead....

Buying up instead.... RM not going to drop more... stabling..

Lowest was in September 15 .... in AirAsias 3Q15.... worst of RM vs USD is behind us

Worst of RM vs USD is behind us


http://klse.i3investor.com/blogs/kianweiaritcles/90013.jsp


.
19/01/2016 07:58
20/01/2016 13:36

One of CIMBs subsidiarys gross NPLs... 9,000,000,000

Ok... no internal crap of the type involving Rozali wanting to bleed the heap of cash and others selling because they don't agree... Roger

The way the selling was done... fast and furious... forced selling??

RM vs USD is strengthening.... 4.35

Oil is not strengthening.. below 30

Wellingtons EPF are you two done yet?

Roger123... I see you have bought already.... so can tell la now... why many people don't agree?



Roger123 Yes. Something big is happening inside. Many people don support
21/01/2016 13:57

I still have bullet.....

Walau...... really 1.08 ka?

Wah like this I should keep my buy queue at 1.18 lo...

kahhoeng

Ya... I know... cash per share about 2.20... NTA about 5.00...

The way the price is dropping is shaking and stirring ones logical thinking...

I am queuing at 1.18.... have about an hour to consider if I should pull it.....

Is Puncaks O&G business big or inconsequential?? Puncak is dropping more than O&G companies...........

All of Puncaks oil & gas business... to be impaired??

Under the oil....

Offshore Africa and North sea.... cost.. more than USD 70/b....

Eni is first to go... more??

One of the reasons DJ dropping like crazy is because big big loans.. huge loans... to oil companies are at stake....

1.18... 1.08.. today?

Wellingtons and EPF.... come on.. unload all that you wanted to... NOW!!

TP by IBs around 1.80... subject to upward revision when new business direction is clear

.

Let's tell Wellingtons and EPF... ok.. you want sell... can sell... but at low prices la... WTF

And... kindly get your selling over with before 4Q15 is out... WTF

.

.


....due to pressure from US Federal Reserve rate hikes. — Reuters


Ya rate hikes.. ya sure.... why not.. screw the world.....


More likely won't even be a rate hike...

.

.



Gloomy day... here... a piece of good news la....



Ringgit may ease to RM4.15 by year-end



http://www.thestar.com.my/business/business-news/2016/01/20/ringgit-may-ease-to-rm415-by-yearend/


r°Moi .

Worst of RM vs USD is behind us


This is a very very very good news..... very very very good sign..... foreign funds are NOT leaving Malaysia bond market in order to leave Malaysia... as feared..... buying up instead....

Buying up instead.... RM not going to drop more... stabling..

Lowest was in September 15 .... in AirAsias 3Q15.... worst of RM vs USD is behind us

Worst of RM vs USD is behind us


http://klse.i3investor.com/blogs/kianweiaritcles/90013.jsp


.
19/01/2016 07:58

Bought more at 1.25.... lol

One positive development... anything.... is all that is needed

Anyway.... you see fear or greed?

Bought more at 1.27....

28 Jan

Rozali... cari cari.. ada rezeki... kat sini

The government will take measures to cut spending, including studying the privatization of projects, the finance ministry’s top bureaucrat Mohd Irwan Serigar Abdullah said Wednesday.

.


Despite... as you all know... it is almost a concensus expectation that AirAsia is strengthening



But really.... have to watch the weak major shareholder that is EPF... especially if you are hitting the C25

EPF is not even waiting to sell into strength... EPF just bloody just sell... whatever



Despite... as you all know... it is almost a concensus expectation that AirAsia is strengthening




Posted by r°Moi > Jan 17, 2016 01:15 PM | Report Abuse X

.

Bloody EPF.... looks like it is gonna continue to sell rather irrationally till eternity

Think we should put off buying now to see if there is buy cheap opportunity

Bearing in mind the statistics and 4Q15 will only be out by early and late February

.

.

Worst of RM vs USD is behind us


This is a very very very good news..... very very very good sign..... foreign funds are NOT leaving Malaysia bond market in order to leave Malaysia... as feared..... buying up instead....

Buying up instead.... RM not going to drop more... stabling..

Lowest was in September 15 .... in AirAsias 3Q15.... worst of RM vs USD is behind us

Worst of RM vs USD is behind us


http://klse.i3investor.com/blogs/kianweiaritcles/90013.jsp


.

Now what?? EPF again.....

Maybe... maybe... the lesson to be.. is not to fight the IBs... IBs say cash per share one twenty.. take it as one twenty.....

Hopefully... after they collected already... cash per share two seventy.. magically...

Some counters... smell of conspiracy

Oh ya.. I bought again 1.30 1.31 and 1.28..

So far so good...

1 2 3 4 5.... who is trying to mess your mind?

Dow is also volatile.. KIV a week or 2.. then leave it to the power 4Q15.. be cool la.. diao!

Hopefully.. diao!

.

Bloody EPF.... looks like it is gonna continue to sell rather irrationally till eternity

Think we should put off buying now to see if there is buy cheap opportunity

Bearing in mind the statistics and 4Q15 will only be out by early and late February

.

And... since export companies have benefited from the overly weak RM due to AhJibKors doing...

It is only fair that you all should help out AhJibKor with his headache from his 2016 Budget revision.... a 3% to 5% windfall tax on that extra profits that export companies made as they have benefited from the overly weak RM due to AhJibKors doing... is in order

Philip 66 is an oil refiner... not producer... there is a big big defference

Philip 66s raw material is crude oil...

Experts are even foreseeing a drop in the prices of oil products.. not just prices of the crude oils...in near future

HaHa K is for Koon

Watch.. what he is doing... not what is saying..

Ayoyo

Currency war....

I am talking about currency war... you are talking about currency war.. but different outcomes


Currency war is all about trying to gain an edge in exporting by weakening ones currency....

I am saying thanks to AhJibKor.. he has given Malaysia a head start in the game.. unintentionally.. with his 1MDB... RM will not go down more.... but RMB will be going down more soon as China is going for a deliberate devaluation.. its manufacturing companies will come alive.. US is bracing for this prospect.. Malaysian companies no need??


Prices of export companies not toppish??

IMO... Malaysian export companies play is in the 35th minute of the 2nd half...


Mr k has bailed out already.. deliberately..
sneakily... quitely...

As its switch to consumption and services has not yielded results as quickly as hoped

China is devaluing its RMB to revive its exports ie its manufacturing

Chinas manufacturing will come alive again... in the same way Malaysian half dead export companies came alive when the RM dropped a lot

Made in China goods will flood the world markets again.. and there are a lot of overlapping products to overlapping countries with Malaysia.. furniture? parts and accessories?

With the 1MDB premium diminishing... RM.. already overshot.. per Zeti... will likely not drop a lot.. not as much as the RMB anyway... anymore.. this giving the Chinese an advantage..

World markets in turmoil... will make noise for Rozali to have some goodies and use the big heap of cash wisely..

Just have to watch em weak major shareholders a bit....

Oils prices below USD 30...