newdesk I also like 'Phantom of the Opera' one of those French melodramatic story-line like LesMis. Wonder why the French are so good at high tech despite their emotional make-up!

I mean the 'likely' KLSE rally on Monday!

cn21, Keynesian economics applies. Merkel is good, but represents too much pain for any struggling economy - like the former policies of IMF which is now discredited. Both Euro and USD are reserve currencies - which means there will always be a demand for them arising from trade. To explain further will bore the whole forum. But the EU is disfunctional - a single currency union with no corresponding political union. It will take time for them to act together!

Yeah, newdesk, I am a keen musical fan. That's one of my favourite songs. Reminds me of my first love which I lost. However, now I have an even more passionate love!

Yeah, KLSE still cautious, but now absorbing the profit-taking. Ebola is likely to end once the nations get there act together like Nigeria. Like a Boeing 747, the world economy can still fly on two engines (or even one), though slower - i.e. the US and Chinese economy. The Japanese and European economies (the other engines) are being ignored (like last night by the NYSE). If the Dow rallies significantly tonight, those who sell or did not buy in may miss the KLSE rally on Monday!

Tonight, tonight, I'll see my love tonight. Tonight there will be no morning star...! Tornado, appreciate if you can take over the serenading from here for Raptor. Maybe newdesk may be persuaded to miss her jet plane!

Good morning everyone. I watch the Dow last night recovered impressively from an initial sell-off and end with a small loss and knew that KLSE will likely recover today. So I slept in. The NYSE had shrugged off the European sell-off yesterday and concentrated on the good vibes of the Chinese and US economy - the G2 of world economic growth.

Have a look at this report that's just came in: http://www.bloomberg.com/news/2014-10-16/china-credit-growth-rebounds-as-pboc-s-targeted-easing-kicks-in.html

China is increasing credit growth. Looks like China is targeting at least 7.8% growth for the fourth quarter in order to meet its declared target of 7.5% growth for 2014. This should ease fears of negative impact of China's economic slow-down on the US economy. The Dow is rising at the moment.

I think the panic and forced selling are past. It was happening for a week! I expect tomorrow to be better! Now is the hour of the jackals - scavengers.

To err is human, to forgive is divine!

Short-sellers desperately trying to keep price below 3.80, otherwise they lose their &^(#@! Proprietary traders can short-sell, courtesy of their stock-brokers! Just my reading of the tracking data.

But I combine tactical trading with value investing. Basically I am a trader given my understanding of myself. I like valuable but high beta stocks with reasonably good management like KSL. I can make a fortune with each rise and fall! I can also wait if I am stuck, like now!

Wow! here I get hugs from a leng looi! In some other forums I get brick-bats for telling my version of the truth!

Have a look at this article on the US economy: http://www.bloomberg.com/news/2014-10-14/the-11-trillion-advantage-that-shields-u-s-from-turmoil.html

My hunch is that the turmoil on NYSE is artificial. The upward momentum of the US economy is very strong: employment and consumption is rising with the fall in crude oil prices. Inflation remains optimal - expected to be 2% in 2015. The present fall in the share markets is for collection before the biiig rise!

There is now a syndicate pressing down the price and collecting. They are trying to find out how low it will go. They are buying and selling to one another. That's how I read the data!

Tornado, but our roast turkey session yet to come. I am even thinking of buying a new Dimension 4 microwave oven to roast it!

Tornado, KSL just given up its gains since beginning of September. So it's 1.5 months and not 6 months. Wait for the divvy announcement and profit results at end October. If meet expectations, we likely won't see KSL below RM3.8/share again!

KSL is an exceptional counter with solid assets and earnings and an attractive divvy policy just announced. So weather the storm babies!

Someone need to help stkoay with the leng loois. Tornado, I think, given your ability to sing and serenade, you have the right experience to help st. Just show him how to serenade his leng looi and win her heart!

Here comes the Jeremiahs - prophets of doom. Just ignore them. My own reading is that the present turmoil, especially in the NYSE is manipulated. Soros sold down over a month ago. No one can predict this unless he/she is part of a cohort involved. Th US economy is growing, the Chinese economy is growing and successfully rebalancing to more consumer-led growth. Malaysia's economy is forecast to grow 5%-6% in 2015. Indonesia is very likely to boom. Even Myanmar is getting its act together. Russia is stabilising helped by China and the Ukraine crisis is receding. Russia and US are talking. Even ISIL is no problem. The only real concern is the Ebola out-break. But Nigeria, a third world nation, has successfully controlled it and is about (if no new cases, then next Monday) to be declared free of Ebola by the WHO. The UN has stepped up efforts to control with both money and manpower. Many nations and rich individuals (Bill Gates, Zuckerberg) are contributing money. So I am optimistic like Isaiah!

If you want to run, try mountain running - running up a mountain track or a telecoms road up a mountain. The mountain I run up is 2.85K feet, which I will attempt again this weekend! It will surely keep you fit and ready to eat X'mas turkey - likely courtesy of KSL divvy, etc!

KSL is so under value. Just remember wealth transfer is going on. Those who sell now will have their wealth transferred to those who buy now. Just hold and/or accumulate!

I don't think they are the 'farting colons' The farting colons spend too much time farting and unlikely to have much money to risk in the stock market, at least not enough to participate in price manipulation!

Yeah newdesk, shop while KSL is down. Wealth transfer is going on from the fearful to the steady. And from those @#$!(*&! to the forumers here.

The rebound is eating up those @#$!(*&!

Also a syndicate or syndicates or proprietary traders appears to be pushing down the price! So be prepared to accumulate if not already!

Good time to buy. Remember share buy-back @4.10 and Khoo's acquisition at 4.16! So hold and/or accumulate! Remember when stock market goes down due to psychological factors, there is transfer of wealth, mainly from the fearful to the steady!

Dear Forummers and especially stkoay, spidee, newdesk, coolio, CCH etc, Hope to return to Malaysia next Tuesday after an exciting fishing trip to the South Eastern Himalayas! Missed the the 4.87 opp to lock in profit in late September, but expect to make much more in the near future, especially with the divvy announcement in late October! Looking forward to roast turkey well before X'mas!

stkoay is winking North towards the beautiful very high Himalayas. That's where KSL should be heading...!

Interest rate hikes won't be much, aim to tackle inflation due to GST - part of sound economic management to sustain growth and jobs. If too much, will backfire and retard consumption/growth. I myself will not worry about interest rate hikes.

The bonus and dividend policy is good for shareholders.Also the increase in authorised share capital is positioning KSL's on the big funds radar. KSL has become a mid-cap stock with steady but good growth (compared with near-peers like MahSing). As pointed out, it ia only one of two property stock with recurring income (the other being IGB). I am choosing to have at least a good part of my divvy income paid in new shares! So do accummulate for more than good returns (as compared with other stocks or FD rates!)

Greetings from the dawn of the Eastern Himalayas. Managed to get connected again. I agree with stkoay's analysis on 4/10/14. KSL is very much undervalued. Should accumulate or hold,no matter how much the paper loss. You have strong NTA, PE, future earnings, good management who have indicated good divvy - all these comparing favourably with peers. So hold and/or accumulate!

summer buggers? Where have the farting colons gone?

Greetings from under the shadows of the Eastern Himalayas! Managed to get connected. I agree with stkoay. Accummulate or hold. It's a mind game.

chinchiaho. I should remember. Also Gorgeous, spidee and all the leng loois in this forum! Can still track when overseas occasionally. The Q3 results will be out in November. I do not know about you, but I do not expect any nasty surprises, but rather management will make good on promise to implement divvy policy of at least 30% of net profits to shareholders. So do have a very very profitable one month ahead!

stkoay. No I am not a sifu, just a small time lay investor, that's all. Will be off for a long holiday after today. KSL should do very well. It's stock one can either trade or buy and wait.

KSL is not affected by the causeway increasing toll like the mega Chinese developers are affected. KSL already said it is not affected since its Johore land-bank is centered in Johore Baru itself.

Thank you stkoay for demoting me. I am more comfortable contributing at the lowest level. BTW, I traded to lock in my profit. Bought, sold, bought again, sold again and bought again etc. It's just me. For me a bird in the hand is worth 3 in the bush. It works for me, especially in an overall uptrend like KSL now! So there are two options for investors: 1) Trade the stock or 2) Hold till TP achieved!

Bonus issue leads to dilution, no value accretion. Its the divvy, future earnings visibility, undervalued land and properties and possible REIT that's going to rocket KSL to the moon!

Remember, if REIT created, KSL going North of RM10!

Yeah! Good show! Have a good week-end everyone.

Tks stloay. But I am off in a few days time and will miss all of you. Hold on to KSL - await the announcement on the promised divvy policy which should be soon!

Hi, everyone, I was busy preparing for my excursion. Joy-stick no use if bug (not spider) in program! Spidee will need a install a patch to control the 8 arms. Also beware, some female spiders eat their male lovers immediately after the 'moon takes the place of the sun..!

But the forecast for the next quarter by SEAL's management turn out to be misleading, although within forecast by RHB. Wonder how did RHB know?

stkoay. HaHa! We should see KSL to at least 6.63 together. spidee, you trade very well. Can give me some stock tips?

stkoay, I hope I have not offended you. We are still friends?

Now Puncak's turn to go North?!

KSL is a stock that can be held for long term for those who can do without the divvy. If not, protect capital/profit until management is clearer as to it's divvy policy. But remember, 'long-term, we are all dead' - Keynes. Others should trade and protect capital and profits (a bird in hand is worth 3 in the bush). If management confirms positive divvy policy (if so, it would likely with next quarter results), there is still time to buy into the uptrend as the TP of 6.63 is a long way from present price of 3.77.

Probability. Also if to show linear FY15 income, it's a very stupid way to do so - at the cost of RM40-50 million in lost market capitalisation and gain a dubious volatility in share price, not to mention negative suspicions about the management. Bursa should query.

Probability. 'Chuah himself is a shareholder...'. It will benefit him to pump-dump-buy! He is not declaring divvy. So he may augment his personal cash-flow this way! If want to 'linear' grow FY15 results, why the spike in earnings in Q3?! The evidence points to Gan being right! But if so, the FA appears still intact since management is hard put to tamp earned profits down next quarter, and certainly not two quarters in a row!