Followers
0
Following
0
Blog Posts
0
Threads
92
Blogs
Threads
Portfolio
Follower
Following
2015-02-24 22:03 | Report Abuse
Maxtan, if you are thinking this way then no can do...
Questions:
1) How many shareholders are there with <5% interests?? (i.e. less than approx. 40M shares). Hint: Check annual report..and thats for the yr before. How many new shareholders accumulated shares from sept onwards?
2) What is the average volume for the past mth?? Where did this volume come from?? From the sky??
Hint: Sometimes, thinking a little can help achieve some enlightenment. Not in any position to talk more...
Good luck anyway!!
2015-02-24 21:43 | Report Abuse
Straight cut...pre-warned everyone that when substantial shareholders start disposing, it could create a very substantial downtrend effect on this counter. There are just too many unhappy shareholders with this deal...
'OUR' immediate TP range for this counter is 6-8 cts (top). Check on my earlier postings dated end-january for more information on why this counter is heading south...take a minute and read what i have to say.
Good Luck and move on!!
P.S. Look at the bigger picture, there are tonnes of companies out there for you to make money. So move on...there's another high value target coming in...supported by D.S.XXX
2015-02-24 19:23 | Report Abuse
After careful evaluation, this counter seems to be on the right track to greater profitability !!
WELL DONE MANAGEMENT!! THEY are beginning to show confidence and support in your company..
A fundamentally strong and experienced management team will equally be rewarded with a 'reasonable' share trading activity..
P.S. Their upcoming target..stay tuned!!
2015-01-29 18:27 | Report Abuse
Hi bigboy, thanks for your view and elaboration. I copied your comments (shown below).
First, i don't think it is appropriate to involve politics with financial markets. Second, i don't think it is appropriate to draw in individuals or the ruling coalition into this issue. This could trigger serious drawbacks for the individuals or parties named by you. For example, are you telling us that there will be a bailout when needed?? Or should i say money + politics?? This is very very sensitive and perhaps refrain the use of such terms or words in the near future. We are investors, so steer clear from such confusing terms, i.e. small money for them etc (avoid avoid avoid). I duly respect the chairman from both Asiabio and Mara. I have been following their professional track records very closely and there is no single doubt about their professionalism. Clear cut (no bull shoot) style when helming the PAC. This style impresses many...
Back to RM168 million acquisition. Monday evening, share price was only at 19cts. So, what is the share market cap.?? Easy 0.19 x 840m shares = RM159 million. See the point? You are telling me that a 500 pounds shark is trying to swallow a 500 pounds Tuna fish. What do you think? Risky? Moreover, this tuna fish looks inflated...
As highlighted by ozzie..the stakes were bought for SGD15m years back (4-5 yrs ago?). How much now?? SGD62 million selling price..how many %% increase?
Check this out --> http://www.shareinvestor.com/news/news.html?source=sg_si_express&nid=103316
1 word: REVIEW and RENEGOTIATE...everything has a fair price!! A truely FAIR price...
If shares are issued @0.20..that means dilution by 50% shareholdings. If issuance at 0.10, old shareholders get diluted by 66%. Question: if you are a shareholder with some exposure, would you buy in to this?? Or would you prefer to sell out and move on? How many unhappy shareholders are there with this PRICEY proposal? I don't know how many but if they start selling out...this could be substantial. Just note this because it will be easy to single it out. When there is a sudden spike in price before coming down, you bet BIG insiders are starting to cash out..
Well, enough for now. Boarding a flight soon and off for a winter break...see you guys again in 2 mths.
Good Luck.
Cheers,
NK
_______________________________________________________________________
Frm my view pelaburan mara is backup for them..no money issue....under Najib government...Â
http://themalaysianreserve.com/new/story/asiabio-seeks-venture-og-transportation-sectorÂ
pls view signing photo...Â
(From left) HLCL chairman/CEO James Kuah Geok Lin, Pelaburan Mara Bhd chairman Datuk Sohaimi Shahadan, AsiaBio chairman Datuk Nur Jazlan Mohamed and RLSB director Bong at the HoA signing ceremony in Kuala Lumpur.Â
under pelaburan mara hv big BN taiko...Â
if BN ok ...168mil is small money for them...Â
http://pelaburanmara.com.my/board_of_directorsÂ
One more O&G reach energy bhd 5256 :company par val 0.001 wit 1.2 bil share but today price is 0.62
2015-01-28 17:51 | Report Abuse
Hello forumers, sure you guys are happy with the recent share price run up?? Hahaha... ;)
Set aside the superhot activity and let's talk facts..
In one sense, i believe O&G is a good business opportunity..and refined oil transport is nett positive!! But...to the tune of RM168 million?? At the current oil price?? This asset ain't cheap..did you guys check the share price of this singaporean company in the SG exchange? SG oil related companies are starting to feel the pinch...so can they negotiate a lower priced acquisition to maximize Asiabio shareholder returns?
On the other hand, i don't believe in issuing more shares to new shareholders which will in the end dilute current shareholdings and thus, render the shares less attractive.
If i assume 20cts/share..this equates to 840M new shares? Current shares issued = 840.4M..this means >1.60 billion shares after completion of the agreement? And current shareholding (in %) gets divided by two?? A JV could be a much better option...
A good company will not always embark on issuing new shares via rights call, private placement or acquisition through issuance of new shares!! You have tonnes of these companies in bursa and when you scrutinize them closely, they are NOT DOING well....example 009X.
I sold 60% of my portfolio today...and i intend to clear out soon. I am not that convinced and optimistic. We always have to learn how to crawl before learning how to stand, then walk before running. A step by step learning process...slow and steady will always win the race!
forumers, this post is only my personal opinion (or should i say comment) and SHOULD NOT be taken as an advice or inducement to make any whatsoever trade/transaction on this counter.
I wish you guys all the best and be vigilant guys. GOOD LUCK to ALL!
Cheers,
NK
2015-01-22 16:34 | Report Abuse
Getting closer and closer to the moment...
NK
2015-01-22 15:58 | Report Abuse
Will come very soon!! A little patience will get you rewarded...
NK
2015-01-22 15:39 | Report Abuse
Thank you guys!! I wish you all the same too....:)
Remember, 6M married deal today @ 10:38 am onwards...find out soon!!
Warrants are very nicely priced. Can we see a repeat of this situation? Your guess..
https://sg.finance.yahoo.com/news/hot-stock-tiger-synergys-shareholder-031503009.html
I am going for the warrants...:)
Good Luck guys!!
Cheers,
NK
2015-01-22 05:34 | Report Abuse
Forumers, read this :
http://edition.cnn.com/2014/10/15/opinion/fraser-world-food-day/index.html?hpt=hp_c1
This solution needs to START !!!
http://www.nst.com.my/node/26375
NK
2015-01-22 05:26 | Report Abuse
I am not sure why some individuals here posted biodiesel exposure and income etc. Is biodiesel gonna make AsiaBio rich? !!!NO!!! Not really...reading their quarter report statement, market remains challenging....unless..(see below)
For the past 2 weeks, we observed significant trading upside for 0150. High profile savvy investors are already making coverage of this counter. You see, 'their' interest for this counter is due to anticipation that 'something' is brewing up. The parties - 'they'-, I would say are not only active in Bursa but also in HK. See the connection? They are savvy....very very savvy indeed!! Not just that, two D.Seri's from Borneo are now showing some interests?? Well, provided that near term prospects remain positive.
I have been in this counter for months, holding up even when the price soared to new high when MARA entered. Not selling a single bit but added more when shares were at 0.145. It is finally paying off now with the entry of 'CXXY' and his associates.
Why are they so confident?? Nothing about the earlier business activities of this company (Graphene nanochem etc...now sold off) EXCEPT for the ProBiotic supplement. Months have passed and the agricultural ministry is LONG DUE to evaluate and issue an approval or otherwise for commercialisation of the ProBiotic supplement. Look, FOOD (Rice) will become the most precious commodity in Asia within the next decade !! 3 important commodities...Energy, Water and Food !!! And if granted approval from the agricultural ministry, revenue can be GIGANTIC !! And malaysia will be the springboard towards larger markets in SEA.
AsiaBio is definitely on the right tract with this biotic supplement. And this could eventually drive the company to new heights, perhaps being the mini MOSANTO of ASIA !!! One thing for sure, revenue grew form < 1.5M the year before to RM34 this year...so, expect some super announcement soon...
Good Luck!!
* Jack Ma: When there are shrimps, the sharks and whales will eventually come.
2015-01-16 16:24 | Report Abuse
It seems like Mr. CKLY is back to support!!
Welcome back to Bursa...
2015-01-09 16:00 | Report Abuse
Up or down, it's just a number game. A game of the highly funded individuals/funds...
What we have just witnessed in the global markets is highly 'abnormal' so as to speak. Europe has just entered deflation while the Feds are still patiently observing whether to raise interest rates. Of course investors are just trying to find an excuse to jack up the markets, which will be a global catastrophe in the near future if they fail to correct their mistakes.
--> http://www.cnbc.com/id/15838421#.
Good news, bad news, equities are in the uptrend mode which is highly irrational. History doesn't lie...bears ALWAYS dominate before the launch of any QEs from the Feds. And QEs ain't always successful...Quantitative Easing basically FAILED in the UK and Japan. Moreover, ECB is considering three options for the QE.
--> http://www.reuters.com/article/2015/01/06/us-eurozone-qe-idUSKBN0KF0T020150106
Let's not forget Jan. 25...Greece!!
Back to Bursa (emerging market), an unwinding of investments from foreign investors could eventually trigger a serious potential downside for all emerging markets in Asia including KLSE. News have not been positive at home, i.e. BNM reserves declining 14%, IMDB loans with Maybank and RHB, possible revision of Budget 2015, CIMB-MBSB-RHB merger being called off, PETRONAS etc.
Take a look at this. Draw a line connecting the 3 lows during selloffs from July 2014 (8/8/2014, 16/10/2014 & 16/12/2014) and see what you have in mind...at this time, I am staying out and if I do intend to enter, put is a better option.
--> http://finance.yahoo.com/echarts?s=%5EKLSE+Interactive#
Good luck and stay vigilant forumers!!
Best,
NK
2014-12-16 09:59 | Report Abuse
Closing target today estimate : 1660 -/+ 5 pts.
Funds starting to go for yr end vacation...anticipates that KLCI could end 1600-1620 by Christmas eve...
Good Luck guys!! WIN BIG:)
2014-12-13 02:24 | Report Abuse
And "Mr. Cocktimus"...
Mark my words, these comments was posted 12 December 7:57am MY time.
----------------------------------------------------------------------
Back to MY, I foresee that oil is still in the downtrend mode with no signs of bottoming out. Potentially, my view is that it could easily hit --> USD50 or below by year end <--. This is in view that China's economy is somewhat showing flu like symptoms while Japan is in deeper recession that forecast. Russia is dying and so is Europe. With Russia dying even more with the fall in the Russian Ruble, Europe will be even worse as exports to Russia will stagnate. Russia and Europe will meet the end of the road soon as evidently observed in Greece, starting to crack again....unless ECB strikes up a deal to offer cheap loans to banks or perhaps buy gov bonds.
----------------------------------------------------------------------
Rgds,
NK (28 posts as of now)...33x less bullshit posts than you!
2014-12-13 02:14 | Report Abuse
""Cocktimus...""
5) Asiabio - August 28 (My 1st posting with this counter).
I am starting to like this counter...very good growth propects in the short/medium term!!
If the ProBiotic supplement is as good as it claims, this could easily be a 'lottery jackpot' for the agricultural industry of malaysia.
But FIRST, the government has to CAREFULLY examines this product!! NO harmful substance and if passed, could spearhead implementation for our nation's farmers.
On 2nd thought, what this could mean to agricultural markets like China??
cheers,
NK
Check the price on the 28th and tell me what is the price on the 30th September??
http://www.shareinvestor.com/fundamental/factsheet.html?counter=0150.MY
At least I made a profit...ah ah ah ah !
2014-12-13 02:11 | Report Abuse
Optimus, I only have 25 posts as of today!! (excluding this one).
You have so much time to write shit and yet no time to clearly read my profile...by the wya, I am already happy you browsed my profile...ah ah ah ah ah ah !!
1) Sanichi - 1st posting on 16th August (Saturday). Look at the share price chart before that on 13th...what can be my entry price?? Answer: Average : 9 cts. I subscribed for the rights...got my warrants. Dump everything including warrants on the 1 Oct.
Question: Paid a profit??
---------------------------------------------------------------------
2) Pdz,Marco,Gpa
--> http://www.thestar.com.my/Business/Business-News/2014/08/22/Finance-curbs/
Answer: I am providing warnings about the finance curbs on these stocks dude...Again READ !!!!
----------------------------------------------------------------------
3) Glotec - 28th August my first post!
The world needs energy, and CBM gas is a good source of energy for power generation. Burning and converting 'heat' into mechanical work for gas turbines --> high grade energy 'Electricity'!! This powers all electrical appliances you have at home..including your iPhones and Galaxy mobiles..
I see that many has been promoting hard on the CBM news. Let's talk about facts!! How economical is CBM extraction and the risks involved??
Yes, by no means CBM gas 'could' be profitable but nevertheless, it comes with great risks!!
Similar to oil extraction, how much can you extract from a well 'if you find one'?? Oil, oil reservoirs aren't like surface lakes, i.e. kenyir or whatever...wells can be cave like down there. That's why, extracting oil from these cavities down there is risky!! Conventional extraction (with our enhanced recovery) will probably leave you with approx. 30%. With high pressure steam flooding, this should take you further to approx 50-60%. Then if you implement gas injection, i.e. high pressure gas (CO2) a.k.a carbon dioxide, this will probably leave you with 70-80% MAX. All these methods translate to significantly increased cost!!
For CBM, one will have to consider CO2 injection into the porous coal bed for enhanced methane gas recovery. Even if you hit the jackpot, one will still have to consider the relative costs involved and whether recovery can still be profitable. Natural gas price has nosedived -70% from its peak of 2008-2009 in 2014. Whether the downtrend will accelerate further, you decide...
Good Luck guys!! BE vigilant...
--------------------------------------------------------------------
4) Glotec - August 29. Example: There can be moments when 3.26M shares were taken out @ 0.065 - 0.07 then resold exactly on T+9 @ 0.13...could not manage to clear out and leave at the highest of course! Sigh..:( but Again :) <--why am I saying this?? 3.26M taken out 6.5 - 7 cts and could not leave at the highest...
Posted by AyamTua > Aug 29, 2014 02:12 AM | Report Abuse
wanna talk about facts? how sure are you that your very stock that you are in is safe? then come people or self proclaimed tapau folks claiming there are superior than god of bursa.. anyway hmm ... well it good to be bad ass in stock ... wakaka the nature of casino! even the most certain folks can sometime seems so fragile like shit - only tits
sucking bad ass mf"er survives day in day out .. wakkaaa
*********************************************************************
By me: NEWKLEAR....
He doesn't even know any Swiss investment bankers and yet barking 'kokokokok kukukukuku kikikikikikik kakakaka nnanananananan nunununununun nininininin nenenenenene'...
it's good to hisap some nenen (susu - milk)??
Keywords: Client's portfolio (private)<-- indirect interest. BSI fund size for asian stocks (USD 46M ONLY) and exposures only in leading companies (blue chips, profitable ones) in China, Korea, Taiwan, Thailand, Singapore...NO MYR!! Portfolio manager definitely has a say in his words. Moreover, custodian and administration for this BSI fund is UBS (Luxembourg)...
Check the pricing history...do you see 300M shares chaging hands from the open market since May 2012? Think a bit...it definitely has to be off market deals by individuals...banks DON'T DO THAT...THINK THINK THINK!!!
http://www.shareinvestor.com/fundamental/factsheet.html?counter=5220.MY
Does not even know shit and yet barking shit !! Watch your words MORON...
---------------------------------------------------------------------
NK
2014-12-13 01:11 | Report Abuse
Optimus, you seem really dumb x 5....do you know that??
Technical rebound?? Happened Wednesday what....my god!!
The issuers chase and buying back at this price?? Long time ago my friend...at 5-10 cts that they would have taken a portion back into their inentory....
If KLCI they continue to fall, these warrants will continue to rise....until the moment tips, they will start to dispose again and make a hefty profit. Mr dumb dumb, do you know how IBankers earn their commission???
Copy?? Show me the link...do you have exposure to the outside world?? Are you living abroad?? Have you lived in the United States for 1.5yr after the 2007 oil shock?? Tell me....coz I DID and I have friends there too!!! And I am now in Europe...just attended a conference in Ireland too!!!
Americans are buying smaller cars now..do you know that?? They are no longer stupid by buying 5 liter gas sucking vehicles....just expand your eyesight and stop barking like a mad dog will ya??
What's your profession??? Do you have any connections with investment bankers?? I am currently residing in Switzerland and yes, I do have banker friends here....from UBS and Credit Suisse. Do you??
C'est la merde...
2014-12-13 00:04 | Report Abuse
Part 2 : Put warrants...
As I have said, the current situation is unfavorable and therefore will think twice before investing in equities....with some exceptions of course.
Put warrants - someone said distribute all put warrants and hedge the KLCI by shorting?? Funny...
Example: 50M put warrants @ 0.15 = MYR 7.5M...For the issuer, I gained!!! If the market is going up, the issuer does not care....because warrants sold @ 0.15. Why must they short futures when the market is going up? It's dangerous...they do the opposite...then they make more money.
When the market is underperforming (like now), this is the time for them care...or maybe buying back the put warrants?? Because the lower the index, the higher the cash settlement. Take HG for example, if FBMKLCI falls under 1700, they will start incurring losses when they settle with right holders...I am not sure how 'they' operate buy in definite terms, there could be a possibility for them to buy back these put warrants to reduce the settlement prices....or perhaps short the futures. You see, there many many possible ways...
You know what?? Wait till you observe one 'Black Monday'...this could easily happen in China and we will then absorb these negative forces...this happened to Shanghai only 3 days ago. The next one? I could be the next one....but anyway, for you guys to guess..:)
If this happens, be sure to observe these H warrants...if the issuer buys back, retailer buys, not much left out of the 50 million shares for all of us...:)
Good Luck!!
Rgds,
NK
5:04pm Zurich.
2014-12-12 23:46 | Report Abuse
Optimus, from what you have written, I tend not to agree with you at all. You seem to be from the stone age still trying to correlate the events all together to find a suitable match.
Read my comments. we are talking about local government bonds here. From what you have written, I don't see a single word 'bonds'.
M'sia (MY) is the 3rd largest economy in SEA and she is also the country with the highest foreign bond holdings. Bonds are continuously being sold off by the foreigners and MYR sold to convert to USD. Bear in mind this, the US is poised to increase rates next year. If you have borrowed cheap money for investment, you might want to think fast to dump all your investment and repatriate your money to USD for repayment.
Saudi (KSA - Kingdom of Saudi Arabia) is the king?? They control prices?? You must be joking...if you are an analyst, then you will know what basically transpired in the 1980 oil shock. They learnt their lessons....
During the oil shock back in the 80s, they made the move by restricting production hoping to cut supply to push up the oil prices. End result?? It didn't work and they lost the battle...lost market share and lost billions in revenue. Bear in mind that there was 'NO SHALE OIL' at that time...
This time, they are smart. They will not repeat the same mistake as before. If they cut, others in OPEC will increase production to prop up their own revenue. What happens then? Lose market share and lose oil revenue again...my friend, Saudi is tax free - 0% for individual, payroll or corporate tax (saudi owned) but 85% for foreign O&G companies operating in KSA.
NO single country on earth can control the price of crude. The point of falling crude is basically because China is shown flu like symptoms, Japan is in deeper recession that first thought, Europe is in deep sh*t, Russia is dying due to sanctions which will then kill EU further because of loss of exports. Oil demand is decreasing by the day....not just with the Shale boom but lessons learnt from every single oil users globally.
Cars are 20-30% more fuel efficient now, Americans are more savvy by not driving too much, new planes with more efficient engines are coming off the production line every mth...Europe is relying more on public transport. This basically spells out decreased for crude.
Unless we see a pick up in the Chinese and European economy, we will not see any positive uptrend in crude prices....
And yes, Petronas is government owned!! The oil reserves does not belong to any state but the Government of Malaysia (Kelantan, Terengganu, Sabah and Sarawak).
BUT NOTE THIS, WE ARE ONLY A VERY VERY SMALL NET OIL EXPORTER !!! So, I clarify to you once again that the drop in MYR is strictly due to selling out of local currency denominated bonds and conversion to USD. The spillover effect from the drop in crude does affect KLCI. All O&G counters have been severely hit!! And this drags in PALM OIL companies as well...And Astro just reported a 10% drop in 3Q profit??
And because of all these counters, KLCI is indeed dropping...
Just to remind you that foreign funds are observing the drop in MYR..and in definitely terms, the profit that comes with the rise in shares prices will vaporize if the ringgit continues to drop. Naturally, I will sell up too!!!
*** End of Part 1 ***
Part 2 : Short comment on Put warrants
2014-12-12 07:57 | Report Abuse
Crude from KSA is roughly USD10-25 (estimated)/barrel while shale is much higher. However, crude oil production cost in the US, Canada can be much higher...States like North Dakota could potentially still sustainable with crude prices falling in the range of USD35-45.
BUT...what's the hype of oil? You see...Malaysia is SEA third largest economy, and the only net oil exporter. However, MY is not a huge oil exporter in comparison with some OPEC countries. Now, what's the problem...
It's the targeted budget deficit. Budget 2015 was based on an oil price of USD 105 assuming tax and dividends from Petronas. Now with the falling crude prices, we would have to straighten up our wallets and spend less or perhaps even scrapping some announced projects.
THE PROBLEM IS THE GOVERNMENT BOND. MY is one of the emerging countries with the highest FOREIGNER BOND holders, standing at approximately 45% +/-3%. Indonesia is only at about 36%?? While Thailand at 20%??
What happens now is that when the budget deficit target is way off course because of crude (which is no where near steady levels now as I foresee further downtrend possibility), foreigners will continue to sell our local currency denominated bonds. When they sell the bonds, they will dump ringgit to buy back USD. Cheap money in the US is ending and we could for once see the end of dollar carry trade next year...which is highly possible considering the interest rate in the US might rise next year if the US economy picks up steam.The selling of MYR and the buying of USD is the result of bonds selling...which I foresee is still on-going. The downtrend at Bursa is definitely a spillover effect, considering that what you gain can easily vaporize with the depreciating ringgit....
Back to MY, I foresee that oil is still in the downtrend mode with no signs of bottoming out. Potentially, my view is that it could easily hit USD50 or below by year end. This is in view that China's economy is somewhat showing flu like symptoms while Japan is in deeper recession that forecast. Russia is dying and so is Europe. With Russia dying even more with the fall in the Russian Ruble, Europe will be even worse as exports to Russia will stagnate. Russia and Europe will meet the end of the road soon as evidently observed in Greece, starting to crack again....unless ECB strikes up a deal to offer cheap loans to banks or perhaps buy gov bonds.
Summarizing in brief, my view is that more selling anticipated with MY gov. bonds and the ringgit could significantly weaken further if continued selling persists. I would suggest a wait and see attitude for now...
As for warrants, put warrants is definitely a good hedge against falling indices especially the ones which will be expiring soon...
P.S. The views posted above are strictly personal and MUST NOT be treated as an inducement to BUY/SELL or whatsoever trading decisions.
2014-10-19 20:48 | Report Abuse
I officially sold off all my holdings in the main underlying share and warrant C...switched to 0150.
Good luck everyone,
Cheers..
NK
2014-10-19 20:46 | Report Abuse
I sold off my holdings in Sanichi and used up the proceeds (with slight profit) to increase my ASIABIO portfolio last Thursday & Friday.
My first posting on this counter was 29th Aug 2014.
>> First entry price was between 0.115 - 0.13.
>> Second entry level was between 0.155 - 0.165.
Some bankers and funds are turning positive with this company given the Probiotic supplement. It is only a matter of time for the agricultural ministry to complete their evaluation...Question is will they succeed in getting governmental support??
1) http://www.nst.com.my/node/26375
We should think deeper...on why Probiotic is SO important to all of us !!!
2) http://edition.cnn.com/2014/10/15/opinion/fraser-world-food-day/index.html?hpt=hp_c1
Without food, i.e. RICE...the economy will never be the same again.
Good Luck,
NK
P.S. I am still wondering whether D.S. Azim is savvy enough, monitoring this counter just like you and me + MARA of course..:)
2014-10-11 20:06 | Report Abuse
Dear Pauline,
I agree with your comments with respect the lunar eclipse and human emotions / behavior. 65% of the human body is comprised of water. Gravitational forces affect our daily lives, evidently observed in high & low tides. Since the human body revolves around water, by no means we could be affected as well. Numerous studies have reported the lunar effect on animals and for humans : fear, aggression, reproductive behaviour/desire etc...I had a contact who told me once that the French police force generally observe a peak in criminal cases during full moon. Believe??
Back to the market, we experienced a heavy sell off in global stocks on the 28th February 2007 (originating in China and then around the globe) for 3 consecutive days. Coincidentally, a total lunar eclipse took place on the 3rd March 2007. Any correlations, it's your turn to figure it out.
However, I am VERY convinced that you forgot to mention 'the mother of all storm' reason for this perfect storm. We have Ebola, political uncertainty in eastern Europe & Mid-East, deflation in Europe (sharp drop in French & German exports), slowing Chinese economy (& BRICS - Brazil, Russia, India, China, S.Africa) AND THE END OF THE QE THIS MTH. Cheap money from the QE is now being pull back from global markets. Significant confusion from the FED meeting minutes provides additional uncertainty. Some understood that the FED will be keeping the low interest rates for a significant amount of time until the US economy further gathers steam. But a non-voting FED official signalled that this was rather a 'misinterpretation'....until this clears out, we will see a further downside in equities which is rather NORMAL with respect to A LONG DUE MARKET CORRECTION.
Nevertheless, EU is currently experiencing stagnant growth (turning negative) and deflation. ECB COULD BE ACTING SOONER THAT YOU THINK. They will start their OWN SYSTEMATIC QE soon before things turn uglier !! Previous attempts were dedicated to Germany's resistance and now that situations are getting uglier in Germany (significant drop in German exports - never seen before since 2009), Mario from the ECB is working on the prospects. A HIGH IMPACT ECB QE?? Let's wait.........and see.
This is a PERFECT storm with all the ingredients well matched together with the QE withdrawal being THE MOTHER INGREDIENT (Ajinomoto), i.e. significant foreign fund outflows while local institutional investors stayed on the sideline. Dampening growth sentiments have taken its toll on crude prices, whereby the US is now self sustainable with their own US shale production and decreasing global demand. Sell off in oil & gas counters is also a major culprit for the rout...
With the US FED gone and ECB drafting up plans for a QE, it is worthwhile to observe whether Asian central banks will trigger their own QE after that or perhaps much sooner than you would think, e.g. China. If that happens, a currency war is imminent with the USD being the ultimate winner. BNM can sure be happy sitting on billions of USD reserves..:)
Upcoming events:
1) Actions from the ECB on a more effective QE?? Cheap money again??
2) Currency war?? Flooding of Chinese cash??
Cheers,
NK
2014-09-26 14:25 | Report Abuse
First block entry was in the range of 0.115 - 0.145...
2014-09-26 05:12 | Report Abuse
My sincere WELCOME ON BOARD: PMB !! Another new cornerstone investor in the ranks. WELL DONE!!
Rating: POSITIVE...
Upcoming event:
--> Hmm, another Datuk Seri joining the board?? Or playing hide and seek...Puzzled...:)
On the other hand, agricultural ministry on the job evaluating Probiotic supplement?? Or sleeping on the job?? Puzzled...:(
Rgds,
NK
--------------------------------------------------------------------------------
Posted by newklear > Aug 29, 2014 06:06 AM | Report Abuse X
I would presume the next quarter results to be released by 26th September.
However, revenue from operations is rather low at present but given that ABT is still an incubator company, hmmm.....Justifiable for now.
Revenues from Hexa, next fuel, Graphene nanochem & YPJ Palm have been 'razor thin'. The only 'prized' gem I believe will be from their biotech research, ending up with this Probiotic supplement. No relevant data is available for evaluation, save for some news articles relating to the positive growth effect and increased yield for agricultural crop, i.e. rice. If this is true, then....
SUSTAINABLE AGRICULTURE
Rice is a staple food for many Asians. If the benefits could be extended to farmers (after careful study by the Malaysian authorities), this could rake in significant revenues & profits. The government has to act fast!!! The market for rice fields is huge given the 1st potential for the SEA market (Vietnam, Thailand, Indonesia, Camnbodia), all of them rice producers and rice as a staple food (population 500 million??). Potential extension to other crops such as fruits is definitely a value added bonus. Of course, CHINA and other fruit producing nations are definitely the prized GEMSTONES...
Final note:
1) This company has been attracting various cornerstone investors, i.e. global investment funds and banks. Biotech shares rallies have been gaining solid grounds with NASDAQ Biotechnology Index surging positively upwards since 2008 -->
http://finance.yahoo.com/echarts?s=%5ENBI+Interactive#symbol=%5ENBI;range=5y.
With the current sustained rally trend, new cornerstone investors are already making inroads into the company. Note this, more funds are looking forward to enter at the right moment behind the scenes (once growth gains traction).
2) The company MUST continue the current path and invest more in agricultural biotech research. I am looking forward for ABT to emerge and become the mini Mosanto of Asia in the short term!!
-->http://en.wikipedia.org/wiki/Monsanto
-->http://finance.yahoo.com/echarts?s=MON+Interactive#symbol=MON;range=5y...
Cheers,
NK
P.S. Not a buy nor sell call. Good Luck investors!!!
--------------------------------------------------------------------------------
Posted by newklear > Sep 19, 2014 02:20 AM | Report Abuse X
The pricing of this counter has been on the positive upside for the past 3 weeks.
Rating: GOOD APPRECIATION !!
Upcoming events:
1) Can we expect an extraordinary quarter result to be released tomorrow? Or by next week?
2) Another high profile shareholder entering the company? D.S. Axxx or Mr. C?? puzzled...:)
2014-09-19 02:20 | Report Abuse
The pricing of this counter has been on the positive upside for the past 3 weeks.
Rating: GOOD APPRECIATION !!
Upcoming events:
1) Can we expect an extraordinary quarter result to be released tomorrow? Or by next week?
2) Another high profile shareholder entering the company? D.S. Axxx or Mr. C?? puzzled...:)
2014-09-19 02:09 | Report Abuse
Powerful strategy : Chopping a BIG tree with a small dagger...WELL DONE!!
Rating thus far, POSITIVE!! :)
2014-09-09 06:14 | Report Abuse
YOU have been a true savvy investor all this while...I am sure that with you around, a bright future lies ahead for the company. Together, you both will become the company's true admiration + inspiration. A true formidable team!!
WELCOME...D.S.
Best,
NK
2014-08-29 06:36 | Report Abuse
Posted by newklear > Aug 29, 2014 06:33 AM | Report Abuse X
Posted by AyamTua > Aug 29, 2014 02:12 AM | Report Abuse
wanna talk about facts? how sure are you that your very stock that you are in is safe? then come people or self proclaimed tapau folks claiming there are superior than god of bursa.. anyway hmm ... well it good to be bad ass in stock ... wakaka the nature of casino! even the most certain folks can sometime seems so fragile like shit - only tits
sucking bad ass mf"er survives day in day out .. wakkaaa
He doesn't even know any Swiss investment bankers and yet barking 'kokokokok kukukukuku kikikikikikik kakakaka nnanananananan nunununununun nininininin nenenenenene'...
it's good to hisap some nenen (susu - milk)??
Keywords: Client's portfolio (private)<-- indirect interest. BSI fund size for asian stocks (USD 46M ONLY) and exposures only in leading companies (blue chips, profitable ones) in China, Korea, Taiwan, Thailand, Singapore...NO MYR!! Portfolio manager definitely has a say in his words. Moreover, custodian and administration for this BSI fund is UBS (Luxembourg)...
Check the pricing history...do you see 300M shares chaging hands from the open market since May 2012? Think a bit...it definitely has to be off market deals by individuals...banks DON'T DO THAT...THINK THINK THINK!!!
http://www.shareinvestor.com/fundamental/factsheet.html?counter=5220.MY
Does not even know shit and yet barking shit !! Watch your words MORON...
2014-08-29 06:06 | Report Abuse
I would presume the next quarter results to be released by 26th September.
However, revenue from operations is rather low at present but given that ABT is still an incubator company, hmmm.....Justifiable for now.
Revenues from Hexa, next fuel, Graphene nanochem & YPJ Palm have been 'razor thin'. The only 'prized' gem I believe will be from their biotech research, ending up with this Probiotic supplement. No relevant data is available for evaluation, save for some news articles relating to the positive growth effect and increased yield for agricultural crop, i.e. rice. If this is true, then....
SUSTAINABLE AGRICULTURE
Rice is a staple food for many Asians. If the benefits could be extended to farmers (after careful study by the Malaysian authorities), this could rake in significant revenues & profits. The government has to act fast!!! The market for rice fields is huge given the 1st potential for the SEA market (Vietnam, Thailand, Indonesia, Camnbodia), all of them rice producers and rice as a staple food (population 500 million??). Potential extension to other crops such as fruits is definitely a value added bonus. Of course, CHINA and other fruit producing nations are definitely the prized GEMSTONES...
Final note:
1) This company has been attracting various cornerstone investors, i.e. global investment funds and banks. Biotech shares rallies have been gaining solid grounds with NASDAQ Biotechnology Index surging positively upwards since 2008 -->
http://finance.yahoo.com/echarts?s=%5ENBI+Interactive#symbol=%5ENBI;range=5y.
With the current sustained rally trend, new cornerstone investors are already making inroads into the company. Note this, more funds are looking forward to enter at the right moment behind the scenes (once growth gains traction).
2) The company MUST continue the current path and invest more in agricultural biotech research. I am looking forward for ABT to emerge and become the mini Mosanto of Asia in the short term!!
-->http://en.wikipedia.org/wiki/Monsanto
-->http://finance.yahoo.com/echarts?s=MON+Interactive#symbol=MON;range=5y...
Cheers,
NK
P.S. Not a buy nor sell call. Good Luck investors!!!
2014-08-29 01:12 | Report Abuse
If one Ayam without feathers can be here, why not for a LION?? :)
I might be new here, but that doesn't mean I am not active in other investment forums...moreover, you must have forgotten to check out my profile and my posts. Again :)
BSI?? Ticino eh...the sunny canton de la Suisse...:)
Example: There can be moments when 3.26M shares were taken out @ 0.065 - 0.07 then resold exactly on T+9 @ 0.13...could not manage to clear out and leave at the highest of course! Sigh..:( but Again :)
When over 50M+ shares are taken out or sold down in 5s, you bet high speed trades by individuals are in the works. That tells you...it's time!! Again..:)
As I have clearly claimed, CBM is not a 100% profitable business. Moreover, share cap is over 5 billion shares and worse still it's now on Bursa's radar. This is not at all sustainable...just wait it out a bit and then we can see better...High volume churning kills!! Kaboom...penny stocks crash!! Again :)
Time for my dinner before revealing my next 'penny' pick. My best wishes to you..GOOD LUCK Ayam ;)
Posted by AyamTua > Aug 28, 2014 03:13 PM | Report Abuse
even profile pic LION DANCE PUN ADA (see newklear profile photo) .. nah.... ! so huat nowww
Posted by newklear > Aug 28, 2014 02:25 PM | Report Abuse
The world needs energy, and CBM gas is a good source of energy for power generation. Burning and converting 'heat' into mechanical work for gas turbines --> high grade energy 'Electricity'!! This powers all electrical appliances you have at home..including your iPhones and Galaxy mobiles..
I see that many has been promoting hard on the CBM news. Let's talk about facts!! How economical is CBM extraction and the risks involved??
Yes, by no means CBM gas 'could' be profitable but nevertheless, it comes with great risks!!
Similar to oil extraction, how much can you extract from a well 'if you find one'?? Oil, oil reservoirs aren't like surface lakes, i.e. kenyir or whatever...wells can be cave like down there. That's why, extracting oil from these cavities down there is risky!! Conventional extraction (with our enhanced recovery) will probably leave you with approx. 30%. With high pressure steam flooding, this should take you further to approx 50-60%. Then if you implement gas injection, i.e. high pressure gas (CO2) a.k.a carbon dioxide, this will probably leave you with 70-80% MAX. All these methods translate to significantly increased cost!!
For CBM, one will have to consider CO2 injection into the porous coal bed for enhanced methane gas recovery. Even if you hit the jackpot, one will still have to consider the relative costs involved and whether recovery can still be profitable. Natural gas price has nosedived -70% from its peak of 2008-2009 in 2014. Whether the downtrend will accelerate further, you decide...
Good Luck guys!! BE vigilant...
2014-08-28 14:35 | Report Abuse
I am starting to like this counter...very good growth propects in the short/medium term!!
If the ProBiotic supplement is as good as it claims, this could easily be a 'lottery jackpot' for the agricultural industry of malaysia.
But FIRST, the government has to CAREFULLY examines this product!! NO harmful substance and if passed, could spearhead implementation for our nation's farmers.
On 2nd thought, what this could mean to agricultural markets like China??
cheers,
NK
2014-08-28 14:25 | Report Abuse
The world needs energy, and CBM gas is a good source of energy for power generation. Burning and converting 'heat' into mechanical work for gas turbines --> high grade energy 'Electricity'!! This powers all electrical appliances you have at home..including your iPhones and Galaxy mobiles..
I see that many has been promoting hard on the CBM news. Let's talk about facts!! How economical is CBM extraction and the risks involved??
Yes, by no means CBM gas 'could' be profitable but nevertheless, it comes with great risks!!
Similar to oil extraction, how much can you extract from a well 'if you find one'?? Oil, oil reservoirs aren't like surface lakes, i.e. kenyir or whatever...wells can be cave like down there. That's why, extracting oil from these cavities down there is risky!! Conventional extraction (with our enhanced recovery) will probably leave you with approx. 30%. With high pressure steam flooding, this should take you further to approx 50-60%. Then if you implement gas injection, i.e. high pressure gas (CO2) a.k.a carbon dioxide, this will probably leave you with 70-80% MAX. All these methods translate to significantly increased cost!!
For CBM, one will have to consider CO2 injection into the porous coal bed for enhanced methane gas recovery. Even if you hit the jackpot, one will still have to consider the relative costs involved and whether recovery can still be profitable. Natural gas price has nosedived -70% from its peak of 2008-2009 in 2014. Whether the downtrend will accelerate further, you decide...
Good Luck guys!! BE vigilant...
2014-08-28 14:04 | Report Abuse
Good appreciation...:)
I am a long term investor, going for the rights!!
2014-08-19 00:27 | Report Abuse
Posted by ShinRenNeo > Aug 18, 2014 11:12 AM | Report Abuse
I thought someone zaid...FGV?? Goldman sachs?? Mana?? :P
Public info:
--> Page 76
http://announcements.bursamalaysia.com/EDMS/subweb.nsf/all/6E380BC193E0887148257C3200355252/$File/SANICHI-AnnualReport2013.pdf
Items No. 5, 6 & 7.
5. UOBM NOMINESS (TEMPATAN) SDN BHD 14,352,280 (4.13)
UNITED OVERSEAS BANK (MALAYSIA) BHD (PCP)
6. RHB CAPITAL NOMINEES (TEMPATAN) SDN BHD 8,766,320 (2.52)
EXEMPT AN FOR RHB ISLAMIC BANK BERHAD
7. CITIGROUP NOMINEES (ASING) SDN BHD 5,566,700 (1.60)
GOLDMAN SACHS INTERNATIONAL
Forumers, I have a question...Anyone here knows what this acronym PCP means?? Personal Contract Purchase? Private Client Purchase? or Is PCP a company?
>> Google search yielded this: http://www.acronymfinder.com/Business/PCP.html
The most relevant ranking indicates a company... Precision Castparts Corp (PCP)??
http://www.bloomberg.com/quote/PCP:US
Hope someone here and decrypt what PCP really means...thanks!
2014-08-17 17:35 | Report Abuse
Posted by trader66 > Aug 16, 2014 12:15 PM | Report Abuse
Strong buy it seems. Doubt its recent active movement is to be for a while. Believe it would be a quantum leap especially with impending good news of Goldman Sachs, FGV, project diversification & good exciting financial results for last quarter. Thus, to hit 20 cents by next week is possible & achievable.
I am NEVER a speculator nor a punter but an INVESTOR. I am not sure about this FGV rumour but I do understand that they are looking to diversify their business operations into property development (as clearly stated in their proposals). However, this still has to be further clarified and their future JV partner..
In the past, this company used to be in the portfolio of FCM Capital Sdn Bhd (investment arm of Permodalan Nasional Berhad - PNB), the cornerstone investor of Reach Energy.
Rgds,
NK
2014-08-16 04:50 | Report Abuse
Goldman Sachs International 5.56M shares (1.6%).
2014-08-08 04:05 | Report Abuse
Hi Noby, I agree with your analysis but I also believe other companies have been unduly ignored in this study.
You have to understand that Energy will always to be the most precious commodity, as what you are talking now O&G. In Thermodynamics, it is clear that O&G is absolutely related to power generation...high grade energy 'Electricity' !!
Talking about underpriced counters related to turbo-machineries & power generation, one can easily identify one below RM0.20...
Rgds,
NK
Stock: [FINTEC]: FINTEC GLOBAL BERHAD
2015-02-24 22:10 | Report Abuse
Answer to Q1:
Shareholders above 2M shares but less that 5% interest (termed individuals/insiders shareholders).
--> Total shares as of June 2014: 179M (20.7%). This excludes new ones who have been slowly accumulating from the public..ahem..