Underlying share volume too huge, a lot people disposing, better observe first.

hey, she is here, wait for her to reply la

Pak MC: Yup, there is no momentum now & the competition is very tense also in my opinion. If competition is tense, you might not be able to run when there is 1 sen or 0.05sen paper gain. You still need to follow the rules to queue & you'll be queuing with all those thinking alike - run after 1 sen or 0.05sen gain. Furthermore, your potential buyers might just walk away & buy the CWs from next door (other issuers) with so many options around. Anyway, never try never know, all the best Pak.

don't know how to put that feeling in words lol. definitely not as your description

moven00 : hihihi, I know your are targeting PBB also...

Yup, I got the feeling SWs in my holding is being monitored / tracks by the IBs. Do you got the same feeling?

Pak: she is the author of a locally published investment book...

moven00 is spotted "lepaking" at SGX platform....he is around all these while

Pak MC: If you want to try your intention, try it in smaller size. Come back & share with us your successful rate later. I think most of us want to know the end result.

The "driver" to the current underlying share doesn't sound strong enough now in my opinion - not enough umph .

Furthermore, if you looks at the total volume traded for the mother share vs the total CWs, the volume of CWs traded out numbered the volume traded for mother share - not a good sign, not much people going after the underling share.

Avoid tense competition. Structured warrants obeys supply & demand law quite well, avoiding competition is one of the top priority unless the underlying can perform extra-ordinary ( with strong catalyst or strong umph ! )

There are still a lot parameters you might need to consider when picking ur SW.

Hustle : The formula to calculate the HA can be found here :http://www.amwarrants.com/wrp/main/calculator/calculator.jsp. It is at premium currently not discount at the moment. Your price for HA 0.2 & above might not be justified in my opinion unless you are trying to maintain certain % of premium.

assthrow: thumb up for you

In all these year when I trade SWs, I just got this feeling that my screen is being monitored by the IBs !! I don't know whether you guys got the same feeling or not ?

probably due to this :http://www.bursamalaysia.com/market/listed-companies/company-announcements/1056257

The issuers will pay the warrant holders the money if the structured warrants is in money during expiry. It is their obligation to pay. I received their cheque before, normally takes around 14 ~ 21 days after delisting. Not sure how many other have try to let the CW expired in money.

The low liquidity of HA is partly because short selling is banned in KLSE & partly because not many traders understand how the put warrant instrument work.

They will adjust the exercise price & ratio after the right issue - final exercise price & ratio is subjected to further announcement.

You can always refer to historical announcements of other CWs which are subjected to same exercise. The examples will be (just to name a few ) :

1)Previous Dialog-CC : http://www.bursamalaysia.com/market/listed-companies/structured-warrants/864084
2)Previous SPSetia-CC :http://www.bursamalaysia.com/market/listed-companies/structured-warrants/538630

It will be good if you are able to find out how traders react to these news base on historical records.

NZ: this forum stand to lose the most if another quality writer like you decide to stop posting.

And there are comments from public regarding "Samgoss" here:http://www.investlah.com/forum/index.php?topic=37786.0

KC:he really is so obsessed with you

If you read back some history of the posts, most likely this user is the one they used to call "Uncle Sam", read here :http://klse.i3investor.com/blogs/bonescythe/6273.jsp, there are coincidence the "alexlulu" are being mentioned in his blog before

he got his own blog here:http://samgang.blogspot.com/

Just a guess

If that user the same guy using the nick 03pm, alexlulu, datin wong..etc.?

only people working closely with the industry have the insider news but if he is able to get the insider news in mix industries - most likely this guy is working with a investment bank, at higher ranking position i guess

competition IHH-CWs is just to great. There are CA till CO ( 15 nos. ) of choices to pick. Not many traders willing to compete in a very competitive environment unless if the underling share can perform extra-ordinary.

doesn't give any sense of security here anymore. i think this guy is quite well verse with the internet tricks - must be one of the internet marketers. By causing this, the web owner stand to lose the most...watch up. start clearing your cache & cookies in your device

Different investor will have different valuation & assessment method. No one say it is wrong if you said the price already reflect the fundamental but the way you put your posting....no further comment.

ckinsg : I also hopes every company that I show interest can gives me 45 degree exponential result but so far I can't find any :).

If they can maintain last year result with the current CPO price, I'll be more worried than happy now. lol

Under notes A9. Segmental revenue & results : 3 out of the 4 main core businesses ( security printing, bulking & food ) are doing quite well, of course as expected the plantation business is expected to contribute less. Overall, Kfima still doing quite well versus the other plantation counters.

yup, totally agree

lol, KC is one of the wolves waiting also.

ckinsg : asking it to fall & sell is two different thing. Strong holders won't sell but expect it to fall so that they can re-enter. Weak holders are the one doing the selling. :)

yup, let it found it strong support level first, don't waste your bullet now.

lol, so many hungry wolves waiting...

lol, fandi joining to call for fall

No worry, BIMB pass my FA screening & I can afford to hold longer than 2 years... I just wanted to find out any instruments I can utilize during the given period, thanks

let it fall :)

chang21 : what your is expected time frame ? don't have to be exact, your targeted duration will do if you don't mind. It will be at my own risk.

chang21 & afifi seems quite positive in their postings

merger ? with which bank ? Muamalat again ?

hoyt: so you are the hardcore fans of Petronas related counters, including their property arms - KLCCP ?

If really losing ground , then prepare to take advantage on those short term investors who invests on news (history)

Most of the time,90% of investors will react to news, a well discipline investor is ever ready for opportunity

kcchongnz ,so you was a contractor & in the industry loop before, good to hear that you .

I have been wondering & guessing in the past their competitive advantages that enable them to maintain such high net profit margin ( approx 30% ), after hearing from you explanation, it starts to make sense.

1) A strong "cable" Dr.Chiu to pick high profit margin jobs.
2) Offering design & build - ability to offer value engineering to ensure cost & time effectiveness for the construction work.

Most investors put more attentions to mid & big cap construction counters that are covered by news. Not many know the importance of the foundation & piling works for construction industry I'll say especially if there are not from this industry.

Unloved counter & low coverage from analysts. 2 thumbs up for your pick :)

People start to realize this counter also.

I got to know them because they are the pilling contractor - capable of doing bore pile ( cast in situ ) - one of the big name competing with Borneo Geotechnics, Bauer, Geo Pancar, SunGeo, etc

Paying good dividend & is getting better as the time past. No borrowing & sitting on pile of cash.

The only thing I dislike about this counter - the management is using the retained cash for investment purpose ( by appointing some fund managers to handle the cash - donno how good are those fund managers? )

helium counter ?? so you are holding also? exposure on leverage instruments?

The % contribution from newly acquired business in revenue & profit overtakes their existing core business. 2 thumbs up

2nd day correction..

hoyt: are you holding this counter also?

Dividend 9.8 sen...
Result here : http://www.bursamalaysia.com/market/listed-companies/company-announcements/1049865

http://biz.thestar.com.my/news/story.asp?file=/2012/8/29/business/20120829081202&sec=business

there is always the possibility ... the local book author is spotted here in this public forum as well...

long awaited correction mode...

My opinion - TDM portfolios not diversify enough to hedge any disaster to the CPO price....their healthcare contribution is promising but still weak currently...

If you are short term striker you might be worry on the fluctuation of the earning report. If you treat your investment portfolio like managing a real business, worry on CPO price also no use - this is real economy, it is normal for CPO price to fluctuate.

Expecting 45 degree exponential graph again? Still early in the morning, lol :)

Good thing is, Kfima business portfolios don't rely fully on plantation. Steady income stream from ( security printing , bulking & property management) + ( potential growth of plantation sector ) quite a good combination for long term.

Value investor - invest on historical results,looking for good discount , buy & hold and expecting the company value to be unlocked in future.

Growth investor - invest in future , paying premium for P/E valuation & expecting the future earnings to catch up with the valuation.

Or combination of both...

It depends which type of investor are you

KC likes to pick on spelling & typo errors after some incidents...:)

another one using wrong spelling...

actually correct also if in malay spelling, lol

sorry sorry, spelling error...:) wine