First up, the Sept quarter has one month above RM4/US$. The December quarter has all 3 months RM above 4.
During the Sept quarter, a lot of the extra income would have come from forex gains, being the difference between the rates in which debtors were booked and the actual sums received.
During the Dec quarter, who will disappoint and who will shine is principally a question of........
- who has pricing power?
-who has less import content?
and who will disappoint will be those
- with a high import content
- who has less pricing power
- those who sets selling price based on cost plus
-those who has to share the good fortune with their customers because it is a very competitive industry.
Think about these issues. And don't just extrapolate from the Sept results. Get it right, you will be rewarded. Get it wrong, you will be punished
Examine your portfolio and share your ideas.
exports with little import component will be the furniture guys, the timber guys. exports with huge import contents will be those serving the MNCs. ..their old raw materials depleted and now charged to cost of sales are the more expensive imports.
everybody knows how to talk general concepts Posted by Desa20201956 > Jan 23, 2016 11:02 AM | Report Abuse
exports with little import component will be the furniture guys, the timber guys. exports with huge import contents will be those serving the MNCs. ..their old raw materials depleted and now charged to cost of sales are the more expensive imports.
why would anyone even think of attacking me who raising some pertinent points unless the attacker depends on Con Con for handouts........hahahaha so smart....go and address the points and where got wrong, or right. attack the points, not the messenger.
<so you saying i3 everybody is stupid, you are the smartest lah ? >
sifu optimus, even though I sometime found your chickenliness very comical, I do notice that you occasionally have vantage point view, probably due to your connection with Hong Kong financial industry
so I will give some thoughts on your TPA thingy
thanks for the lead
Posted by gray > Jan 23, 2016 12:07 PM | Report Abuse
Morning sifu grandmaster icon. Tppa is s game changer.
Unlike you who like to throw grenades to bomb everybody until belly up, I don't like to rock things up too much unless I am very sure about it. Different style, he he
Posted by gray > Jan 23, 2016 12:24 PM | Report Abuse
World financial mkt has entered a phase never seen since great depression. So. Never b too sure of anything. In such time. Fa. Ta. All may give you more harm than good. It has to go back to animal instinct.
oil producers will suffer....but Japan, China , US, Europe will do well....that means every drop in market is a good time to buy export shares......very simple and profitable formula.
</,osted by gray > Jan 23, 2016 01:58 PM | Report Abuse
So wat if oil close at 40??? At 40 for next 2 yrs. 90% of producers still dead.>
The economy system has been living on high pil price regime where most major oil exporters r rule by morons. They will then spend all this money on western tech. Weapon. Food. Woman .n infras. Without these waterfish spending recklessly from money they collected globally.
U think the world can grow? It will only deflate. Like japan for 25 yrs. Deflation after deflation even they r so smart n hard working. Remember they invented 100 yen stores?
as long as rate hike ongoing in US, USD remain strong.
unless FED reverse their strategy which I doubt. hot-money is going to flowback to US. Dec they started and long way to go. People is saying 0.25, no big deal. the effect of rate hike will be felt half a year / 1 year later just like QE days .
my stand is USD will continue it upwards till at least 4.8. just my 2 cents.
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Posted by Desa20201956 > 2016-01-23 10:56 | Report Abuse
First up, the Sept quarter has one month above RM4/US$. The December quarter has all 3 months RM above 4. During the Sept quarter, a lot of the extra income would have come from forex gains, being the difference between the rates in which debtors were booked and the actual sums received. During the Dec quarter, who will disappoint and who will shine is principally a question of........ - who has pricing power? -who has less import content? and who will disappoint will be those - with a high import content - who has less pricing power - those who sets selling price based on cost plus -those who has to share the good fortune with their customers because it is a very competitive industry. Think about these issues. And don't just extrapolate from the Sept results. Get it right, you will be rewarded. Get it wrong, you will be punished Examine your portfolio and share your ideas.