How will the SPV take be structured. Who will own the water treatment plants assets in Selangor? Who are the parties, Who have the majority and final say???? Was the SPV agreement inked between the BN govt and the Selangor state govt??

If the answer is NO, why are u so bullish on Puncak Niaga???

Do u think that a deal will be struck and BN allow KPS to own `All the water assets in Selangor?? Think again... What you wish to happen out of irrational exuberance that a deal be struck and what it eventually turns out to be may not be 100% the same..

The uncertainty of a speedy resolution to the water impasse seem to grow with each passing day and as uncertainly grows ..the share price will regress

Based on RHB report, Fair price of warrant is only RM 1.51...

RHB concerns on Whether the warring parties can reach consensus over pricing and operational structure post consolidation are important game changing factors that may cause delays in reaching a settlement.

My take is pricing issue can be resolved but operating structure post consolidation may not be easily resolved as KPS wants control of all the water treatment plants whereas BN has other business ideas for all water assets in the country...

AS an investor, I will be very cautious as current share price trajectory upward is based on an optimistic quick resolution of the above two issues but current bullish optimism may soon turn into guarded optimism...

We do not speculate on the reasons why the director dump the shares and warrants...the main info to observe and look for is whether dumping continues and whether the other director also join in to dump in the future. If that happens then better be cautious...

The good write-up report by RHB and RHB price target of 51 cents actually helps the director to dump...

If the intrinsic value is so very good, why dump??

Those Investors who had dumped the mother shares prior to the ex-warrant date would be in a better financial position compared to those who had held on onto the shares to get the warrants.

As long as one director keeps on dumping, the share price may not move higher...Moreover there is also a possibility that the other director may also dump...

Market may not be good till 17 Oct 2013 ...It may possibly go down further...

What was the basis for the 4 cents eps for next year? Did company forecast the eps for 2014??

Based on reported 1H 2013 eps of 2.07 cents and assuming the company earns 2.18 cents for 2H 2013 the forecast eps for 2013 = 4.25 cents (before dilutive effects of free warrants)

However if one factor in the dilutive effects of the free warrants(on conservative basis) the eps will be 2.833 cents for 2013 thus giving a pe multiple of 10.413 based on todays closing price...

KC Loh,
We are now living in the world of FIAT currencies and nations are engaged in currency wars with nations depreciating their currencies to boost export competitiveness. Don't fight the trend and moreover you cannot do anything to influence the outcome....just ride on the trend and profit from it

We can be academic about it but what function does it serve....It only clouds our decision making by introducing biasness in our thinking...Approach this investment opportunity with a clear mind by Understanding the rules that is being played and profiting from the same rules that are being played now.

Charan das,
To bottom fish , you must be very clear of what is your risk profile....Are you a speculator/gambler or are you a fundamental investor?? Each company has its own personality whether it is a speculative counter of fundamental counter.....Whatever the case maybe and whatever your risk profile is....You will be on much stronger footing if you focus on companies where the last traded prices after the recent correction is above the 200 days Moving average or better still above the 100 days or 50 days moving average and the last traded price displays a hammer pattern

Avoid bearish counters where the last traded price is way below or way below the 200 days moving average price.

KC Loh,
The key determinant of further upward or downward movement in equity prices worldwide is rate of increase or decrease of global money supply. The details is not so important.What is material is whether there will be an increase or decrease in global money supply.

There are basically two key strategic future catalysing factors that have an impact on future direction of equity prices in BURSA:
- No 1: What is the effect of FED tapering on growth in worldwide money supply. If worldwide money supply contracts, then there will be big financial chaos. The powers that be in the global arena will make sure that this scenario will not happen suddenly and in the event that if it happens , it will be extremely gradual as they already have the benefit of going through the learning curves in 2008 financial contagion and be rest assured that in the event of any future situation of financial distress, there will be much better Global Central Bank coordination to minimize distress on the financial markets globally
- No 2: What will be the impending budget for Malaysia be and will it be investor friendly and who gets elected at the forthcoming UMNO elections as currently there is lack of clarity on these two important issues and my take is that the catalysing factor that resulted in Gap Up of BURSA arising of BN forming the government has inadvertently vaporised into uncertainty due to lack of clarity of these issues. When these two issues offers clarity in due course , BURSA will respond accordingly

The emerging stock markets and currencies had suffered severe correction recently and on a medium term basis their currencies and stock markets are relatively much cheaper and consequently offer opportunities to equity investors and the export driven economies/companies in the emerging markets

There are basically two key strategic future catalysing factors that have an impact on future direction of equity prices in BURSA:
- No 1: What is the effect of FED tapering on growth in worldwide money supply. If worldwide money supply contracts, then there will be big financial chaos. The powers that be in the global arena will make sure that this scenario will not happen suddenly and in the event that if it happens , it will be extremely gradual as they already have the benefit of going through the learning curves in 2008 financial contagion and be rest assured that in the event of any future situation of financial distress, there will be much better Global Central Bank coordination to minimize distress on the financial markets globally
- No 2: What will be the impending budget for Malaysia be and will it be investor friendly and who gets elected at the forthcoming UMNO elections as currently there is lack of clarity on these two important issues and my take is that the catalysing factor that resulted in Gap Up of BURSA arising of BN forming the government has inadvertently vaporised into uncertainty due to lack of clarity of these issues. When these two issues offers clarity in due course , BURSA will respond accordingly

The emerging stock markets and currencies had suffered severe correction recently and on a medium term basis their currencies and stock markets are relatively much cheaper and consequently offer opportunities to equity investors and the export driven economies/companies in the emerging markets

If Oil price goes up further, its good for the O & G companies. If oil prices drops to say USD 60- USD 70 then it may not be that rosy future for O & G companies.

Goldman Sach's at end July 2013 had forecasted Oil price at USD 105 for the next 12 months.

What is the oil price now??? Is it higher than USD 105???

If after this severe correction and if there is any particular stock that becomes bearish then get rid of it...
If after this severe correction, if they is any quality stocks that is still in bullish state then hold it or invest more ...

Action: Cut the losers, Stay with the Winners

If oil price hits USD 150, O & G companies including SONA will have a field day digging for Oil & Gas...

MAS share price had been Bearish for a long time...Recently fuel prices had spiked up and this undoubtedly will impact on MAS performance going forward. MAS needs all the cash flow it can generate for its business...Can MAS really declare dividends in 2013 ???????

The upcoming Q3 results may possibly be negatively impacted by the fuel price spike...

BURSA is now at cross road....Can BURSA remain in bullish mode or succumb to the Bears??...

Moreover there are better opportunities to invest in quality performing counters which are currently in Bullish state...

Sona-wa price hit a bottom at 21.5 cents a few times today and there is a high likelihood that it will not go any lower than 21.5 cents. There were only 2.5121 million shares traded at 21.5 cents.. a minuscule amount compared to the total warrants issued..

This shows that Weak holders had been flushed out by this severe correction and Sona-wa are now held by strong hands..

Don't speculate on what is the bottom price....the market will let us know...Be patient..

War will be superbly good for SONA..

Market has already discounted tepid FED tapering....US Syria War may not happen... So its time to go in and if in the event that the remote possibility that war happens, go in more...

Most Foreign funds are already out of emerging markets...just look at the currencies of emerging countries ..it had collapsed significantly over the past weeks...and the stock markets had corrected signifcantly

The big boys don't want to see a total collapse of global equity markets including emerging markets as they have very long term objectives in multiplying their wealth many folds...

Just some severe corrections to weed out weak holders and allow them to re-enter at cheaper prices will suffice...

Big boys with strong financial muscle are in control...Big boys are flushing out the small boys now...Small boys are panicking and running for cover...nursing their wounds and trying to survive for the next round..

The turnaround will come at the "darkest hour when nearly everyone least expects" and turnaround it will!!

So chill out, just relax, re-strategize, re-arm and bide for your time and pounce on the next opportunity when it comes and please remember this...never regret what you have done ..just learn and profit from your experience and you will come out smiling when the next opportunity knocks!!!

Flushing out weak holders is on going...It will get worse before it gets better...The turnaround will happen at the darkest hour ..especially so when almost everyone least expects!!!

So calm down, go chill out....just relax and have a good time. Never regret...just learn from your experience!!!

Just wait for the next show...

When ?????? Well...Be rest assured the market will let you know...

Note:Big boys are in control now as they have the strong financial muscle...Small boys are in dire straits now and scurrying for cover as I see it......Nevertheless...He who blinks last will laugh all the way to the bank!!

Good likelihood that Kian Joo will be taken private by Canone...

It will drop and it will also go up as its fundamental is very much intact...

Chill out...just relax...

Chill out and wait for the next show..

Fundamentals of MBSB had improved over the years and is now in excellent shape..

It is in both BN and Pakatan interests to see to it that this long standing impasse is resolve speedily as it will not benefit either one party if this negotiation is stalled again...

What goes up will go down and what goes down will go up...This is the nature of stock price behaviour...It may be a good time now to chill out and let management do their work......

Has KNM managed to rationalize and restructure the business models of its past acquisitions and if yes, what is the new business model makes KNM a compelling buy at 42 cents now?

Has KNM managed to leverage on its past acquisition to restructure its business model that now makes KNM a compelling buy at 42 cents???? What strategic business advantages that KNM has over its competitors???
Can KNM really compete with Samsung or others???
If not where are the niche business segments that KNM can really compete in ??? Has this business segment grown in market size since KNM business acquisitions??

KNM closing price was 42 cents last Friday. Is this a compelling buy? If yes, what are unique selling features of KNM that makes KNM a compelling buy at 42 cents????

What are the leverages and strategic business advantages that KNM has over its competitors that makes KNM a compelling buy right now?

What are the unique selling points and strategic business advantages that KNM business model has over the other more established competitors?

Does KNM really have real strategic advantages over the more well established competitors??? If yes, What are these???

What is/are the unique features of KNM business model that makes KNM a compelling buy right now???

Is there any unique selling points of KNM that makes a compelling reason to buy KNM instead of the competitors?

What has KNM got that will blow away the competitors?

How can KNM convince investors that KNM is really a Fantastic Buy???

If KNM is recovering, why is this not reflected in its share price as was the case with other solid fundamental counters???

Is KNM recovering or haemorrhaging??

Now Everyone can Fly with MAS ...not necessarily buy MAS!!!!

Yes as investors we must take cognizant of all the potential risks as this is an important risk management practise. However one should not gorge oneself with extreme paranoia to the extent that it clouds and inhibits ones objective view on investment. After all one buys and sells at one's own risk and one's risk profile varies significantly from individuals to individuals, investment houses.

The big picture is despite the recent slowdown, real money growth remains above industrial output expansion, suggesting still-supportive liquidity conditions – bear markets usually begin only after the real money / output growth gap has turned negative.

My Take: We are not there as yet. And if one allows oneself to be extremely paranoid then one will most likely miss out on the future opportunity. If that is the case then better put ones capital in bank deposits and watch the inflation eats away the value of the principal capital. Every investor is free to decide on his/her risk profile and on the appropriate investment strategy that suits one's risk profile..


http://www.qfinance.com/blogs/mindful-money/2013/08/20/global-real-money-growth-still-slowing

Foreign funds will most likely start bottom fish emerging markets(some would have done so during last 2 trading days last week) since there is greater clarity that global money supply would not contract!!

One buys and sells at one's own risk....

India's problem was their own doing...government interfered too much and overload system with bureaucracy and did not improvise further on market fundamentals when the going was good during the past several years of heady growth...

Kuroda-Bean Say Policies to Aid Growth as Fed Considers Tapering
By Joshua Zumbrun & Simon Kennedy - Aug 25, 2013 4:04 AM GMT+0800
http://www.bloomberg.com/news/2013-08-24/kuroda-bean-say-policies-to-aid-growth-as-fed-considers-tapering

Global stocks gain; doubts arise on end to Fed purchases
http://www.reuters.com/article/2013/08/23/us-markets-global-idUSBRE96S00E20130823.html

My take: It is very natural to undershoot on pessimism just as to overshoot optimism....that's human nature and we are all human beings... It is most important to pay attention to what the Central Bankers say and do..

It appears that recent massive sell down is over, Stocks will soon resume its uptrend..

Global stocks gain; doubts arise on end to Fed purchases
http://www.reuters.com/article/2013/08/23/us-markets-global-idUSBRE96S00E20130823

Kuroda-Bean Say Policies to Aid Growth as Fed Considers Tapering
By Joshua Zumbrun & Simon Kennedy - Aug 25, 2013 4:04 AM GMT+0800
http://www.bloomberg.com/news/2013-08-24/kuroda-bean-say-policies-to-aid-growth-as-fed-considers-tapering.html

My take: Recent massive sell down is over, Stocks will resume its uptrend..

Global stocks gain; doubts arise on end to Fed purchases

http://www.reuters.com/article/2013/08/23/us-markets-global-idUSBRE96S00E20130823

It looks like the recent massive sell down is over for the time being....

Those with clear & focussed strategy, strong financial resources and holding power will triumph eventually....