Reading CP Teh articles nowadays make my head spins

Everyday up 3 sen, very soon 3.50

Somebody accumulating ....

Very interesting

The more you guys react to her, the more she spam. Just ignore her lah

@@

You guys are paying too much attention to BWC. Just let her do her talking. We focus on making money.

I will only sell at 45 and above lah

I visited TRC's Ara Damansara condo site last week

it was located next to MRT station and also next to Uncle Koon's Evolve Concept Mall (Jaks)

should be well received if launched (target to launch 1H 2017)

dumb dumb hold, not damn damn hold lah

"damn damn" means bad luck woh....

Posted by JN88 > Mar 30, 2017 10:41 AM | Report Abuse

Contrarian all go Holland kekeke ...as what I said....follow my win win win plan that's damn damn hold.

They said RM5 billion new LRT contracts reserved for Bumi contractors woh.... TRC is one of the few Bumi contractors in rail engineering.

Pursuant to this latest development, Upgrade to "No 80 sen no sell"

wiki, as a rule of thumb, for normal warrants with lets say 2 years life, I prefer premium lerss than 25%

for call warrants, prefer zero to 5% premium

if you want to buy high premium CW, you need to be careful of IB issuing additional new Warrants (all of them have the right to do so, you know ? just check any of the CW term sheet, it is a standard term). Anytime IB issue additional new call warrants, the existing Call Warrants will experience dramatic premium evaporation as people has the impression that the IB is going to dump the new warrants on them (which is not the case. It is a long story, sigh). If your premium is low, your CW will not be affected. If your premium is high, you can kiss goodbye to your money as you can expect the premium to disappear overnight

Posted by wiki123 > Mar 30, 2017 09:31 AM | Report Abuse

Icon, your education is always very good... may i know on low premium selection, how do you judge low premium? Do you set a target like below 10% or 20% or 30% is ok?

signing of SPA and SSA is considered a major event

it means all terms and conditions had been agreed upon by both parties, and is ready to move to next stage of completion subject to relevant authorities and stakeholders' approval

will trigger a re rating by at least 5% if that materialises

low volume, but with positive bias

this is good

everybody is holding to wait for positive development

once it materialise, start engine to climb further up one level

that is my Big Picture

Laugh

Well you might have your points, but so do KC and I

That is all I want to say

There is nothing wrong with call warrants

You sprinkle it on your portfolio like you add spice to cooking. (Nobody cook and eat a whole pot of spice)

It will make your food super extra delicious

For example : Affin at 2.20 is cheap but not entirely sexy. But if you come up with some money to add some Affin CW to your exposure (let's say 10% of mother share value), the whole picture changes

Affin went up to 2.80 only recently but CW has gone from 11 sen to 70 sen+

So the return becomes very attractive



Posted by insulter > Mar 28, 2017 10:53 AM | Report Abuse

it is not a right thing to teach retail call warrant... most of the people lose until underwear lose...

I would also like to take the opportunity to touch on the topic of sailang promoted by manmy. No body really sailang by betting big big on a particular stock. The process is gradual. You starts small, and as more info trickle in and things seemed to evolve in positive direction , you scale up your exposure (sometime drastically)

When visibility is really really good and risk very favorable, you execute the final "sailang" jump

That is the way it is done in real life

My latest exposure is C47. Cost 12 sen

But I bought not much. Only one twentieth of my mother share exposure. Instead I punt big on mother shares. The percentage return lower, but I can punt real big. You can't do that for Call Warrants. It is madness to put 40% (lets say) of your portfolio in an instrument that will expire in few months

The correct way to choose is a combination of (1) low premium (2) high gearing and (3) long expiry

If you see something like the above, can whack big. The chance of profit is good

Volume totally irrelevant

Wrong. Choose your Warrants wisely as per KC. Otherwise your CW will be like old man tak boleh naik (due to high premium and low gearing)

Trading Volume is secondary. My Airasia C27 rose from 21 sen to 67 sen but all this while thinly traded

Don't believe me ? Go check the chart

manmy always think he very intelligent and made sweeping statement . He can bluff others, but cannot bluff old dogs like me and KC



Posted by stockmanmy > Mar 27, 2017 05:29 PM | Report Abuse

buying the c with the largest volume has a lot of advantages, the most important is that it will response quickly to market conditions..you do not want to buy a c that is half dead and shows no response.

I have wanted to say the same thing for a long time....

Posted by cruger12345 > Mar 29, 2017 10:47 PM | Report Abuse

Supermx2. Again mark my words with this kind of mentality you are not going to be able to go far in the market you are actually torturing yourself . I do not know how long you are in the market but the way you jump in and out the assume you are not in the market for long period of time. Yes you can jump in and out like I did before but how many times could you be spot on ? You want to make big money you need to know how to value a company . Believe me when your market cap is 5 figure it is not hard. But when your is 7 figure you will have hard time to jump in and out. You need to have deep conviction with your calculation . It is all behaviour financing. But if you do not understand even the financial report then you will be the meat of this "casino".

Nomura info is purely assumption based on old info

I found it totally irrelevant

AA has already said they will inject new planes into Leasing as part and parcel of sale, so it is useless to explain based on old NTA, etc as would have changed beyond recognition

Posted by batu88 > Mar 29, 2017 10:30 PM | Report Abuse

mantua39, i think namura report a bit misleading on this. Naruma analysis mentioned that AA will receive 520M for 52% stake of AAC. They are using 1B valuation to goal seek the stake of AAC that bidder will offer.

This is a fast job, high volume play, lower return nevermind

900 mil or 1200 mil also never mind

As long as can cause price to run at least another 30 to 40 sen, we are home already

Yes looked like moving quite fast

Wow 7 April sign SPA...

It is good that she is here lah. Make life interesting

I enjoy Airasia. Enjoy the money, enjoy the companionship here, enjoy the monkey show by BWC and investo

Good life

Up_Down is one of my earliest comrade in arm. We spent time discussed Innoprise back in 2014.

I think he will reply later. Lunch time he went out tapao Chap Fun for master lah. Secretary cum despatch

manmy has become KYY secretary

he wears mini skirt to work now

this is how Vitenam will greet KYY and his Chinese partner when things turn sour

I am an expert in this issue because of Poh Huat

https://www.google.com.my/search?q=vietnamese+chinese+riot&source=lnms&tbm=isch&sa=X&ved=0ahUKEwjr2avx3vrSAhXCxrwKHeERDVAQ_AUIBigB&biw=1346&bih=822#imgrc=IKeA38ZW5EiDZM:

ya right... this Malaysian can hold back DF21D

https://www.google.com.my/search?q=df21d&source=lnms&tbm=isch&sa=X&sqi=2&ved=0ahUKEwjU2cXX3frSAhXEabwKHQ67CM0Q_AUIBygC&biw=1346&bih=822#imgrc=M7gk4VWqioDJcM:


Posted by stockmanmy > Mar 29, 2017 11:04 AM | Report Abuse

The MD of Jaks told KYY that is why China needed him......

chúc may mắn

ever heard of DF21D ?

that is China's anti ship ballistic missile

specially prepared for the Americans and Vietnamese

Vietnam is China's number 1 imaginary foe (not US, not Japan, not Taiwan).

Vietnam occupies the bulk of the Spratly islands. China wants them all

manmy if you are truly KYY's loyal friend you should caution him instead of PLP him to Holland

ya.... my NTA is RM700 mil

book value mah... I also got my book to back it....

3.50 dnn and I go auckland visit sifu KC Chong

RM700 mil market cap for a stock like Jaks. It is true that Love is blind

they said don't fall in love with a stock

KYY has fallen in love

airasia previous height in August 2016 was 3.26....

haha ya loh, walk away lah.... no need worry here worry there...

Airasia HC keep on dropping

if reach 3 sen, will jump in to hedge (maybe)

I am not surprised TF is buying (using proxy). Why not ? It is almost risk free for him

for us, we watched nervously as price climbs

but for insiders, AAirsia is as safe as a fixed deposit. Based on the info they know, they have a solid idea of how high should buy all the way up to

re rating should continue as events unfold

Today weather quite good, conducive for sustained flight at high altitude

LOL very soon MGO

What happen ?

Thanks tkp

Time to wrap it up after such long wait

3.50 I sell and walk away

dividend by end August not impossible. They have few billions retained profit to distribute dividend. They don't need to go through capital repayment route which requires Court sanction

No energy to quarrel, I down with flu...