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.

Be the first to like this.

266 comment(s). Last comment by Laughgaodiemeliao 2016-01-30 22:59

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 11:00 | Report Abuse

Don't just throw the question, give us the answer

So u r now trying to fish for ideas ? Be humble and we will teach u a thing or two

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 11:02 | 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.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 11:03 | Report Abuse

stock market money grow on trees for con con.
I have to do some work.

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 11:04 | Report Abuse

don't talk general concepts, they are nonsense

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.

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 11:05 | Report Abuse

as i say, if you want to beg, be less patronising

people will then throw u some bread crumbs


Posted by Desa20201956 > Jan 23, 2016 11:03 AM | Report Abuse

stock market money grow on trees for con con.
I have to do some work.

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 11:06 | Report Abuse

pity u, now has to come out to beg

Posted by Pyschoicon > 2016-01-23 11:07 |

Post removed.Why?

tkp2

3,027 posts

Posted by tkp2 > 2016-01-23 11:14 | Report Abuse

Lol, Icon early mornings start firing already, but all good points.

Icon 10 : Desa 0, KO

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 11:14 | Report Abuse

just now u praised koon yew yin's stocks like they were from heaven, just pick those stocks loh, LOL

what a loser beggar..

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 11:16 | Report Abuse

they say I3 got people who knows stock market.
looks more like i3 has plenty of people who depend of handouts from con con.

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 11:25 | Report Abuse

so you saying i3 everybody is stupid, you are the smartest lah ?

Posted by Desa20201956 > Jan 23, 2016 11:16 AM | Report Abuse

they say I3 got people who knows stock market.
looks more like i3 has plenty of people who depend of handouts from con con.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 11:32 | Report Abuse

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 ? >

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 11:34 | Report Abuse

tkp2, I always don't like this little girl. Nothing personal, just cannot stand her balls licking skill

in usual day, I and tkp2 busy make money

during weekends, we do some exercise by kicking little girl around. Teach her how to beg more effectively LOL


Posted by tkp2 > Jan 23, 2016 11:14 AM | Report Abuse

Lol, Icon early mornings start firing already, but all good points.

Icon 10 : Desa 0, KO

gray

1,158 posts

Posted by gray > 2016-01-23 11:46 | Report Abuse

if TPPA signed. ringgit will strengthen beyond your imagination.

if chart is a reference. it will reach 3.60.

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 11:50 | Report Abuse

good morning sifu optimus

foodie

535 posts

Posted by foodie > 2016-01-23 12:06 | Report Abuse

When RM strengthen, export will fall.

Posted by gray > Jan 23, 2016 11:46 AM | Report Abuse

if TPPA signed. ringgit will strengthen beyond your imagination.

if chart is a reference. it will reach 3.60.

gray

1,158 posts

Posted by gray > 2016-01-23 12:07 | Report Abuse

Morning sifu grandmaster icon.
Tppa is s game changer.

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 12:17 | Report Abuse

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.

gray

1,158 posts

Posted by gray > 2016-01-23 12:24 | Report Abuse

Looking fwd to your tppa report.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 12:26 | Report Abuse

There will be no TPPA because both Clinton and Bernie are against it.

foodie

535 posts

Posted by foodie > 2016-01-23 12:29 | Report Abuse

Nothing up / down forever. Scene change, selected counters all must change.

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 12:32 | Report Abuse

I won't write lah

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

Looking fwd to your tppa report.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 12:40 | Report Abuse

The Republicans have become the Party of hate, the Democrats are split. Where got TPPA one?

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 12:41 | Report Abuse

in i3, you are the Party of Hate

gray

1,158 posts

Posted by gray > 2016-01-23 12:46 | Report Abuse

If my info is correct. Obama is desperate to get msia to sign tppa n even give many waivers.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 12:46 | Report Abuse

not bad.

gray

1,158 posts

Posted by gray > 2016-01-23 13:48 | 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.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 13:51 | Report Abuse

hate gets me going.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 13:53 | Report Abuse

no such thing. The world is actually very healthy....Even China is not half as bad.............and oil....oil will close this year above $40.



<World financial mkt has entered a phase never seen since great depression>

Icon8888

18,659 posts

Posted by Icon8888 > 2016-01-23 13:54 | Report Abuse

I know, I can sense that. You have a pretty messed up personality. I can feel it

gray

1,158 posts

Posted by gray > 2016-01-23 13:57 | Report Abuse

I talk abt financial mkt. U read carefully.

gray

1,158 posts

Posted by gray > 2016-01-23 13:58 | Report Abuse

So wat if oil close at 40???
At 40 for next 2 yrs. 90% of producers still dead.

gray

1,158 posts

Posted by gray > 2016-01-23 13:59 | Report Abuse

U have petronas telling u their cost is 60. U have hibiscus telling u. Their cost is 80.

So wat if oil close 40? Is tat a good news???

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 14:00 | Report Abuse

no one has been able to show that demand for oil has disappeared.

gray

1,158 posts

Posted by gray > 2016-01-23 14:01 | Report Abuse

The world is very healthy? U must go see doctor now.

gray

1,158 posts

Posted by gray > 2016-01-23 14:02 | Report Abuse

Demand of oil never dissapear. Sorchai. Its the supply that has more than double. Go back your uni study economy 101 la.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 14:05 | Report Abuse

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.>

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 14:06 | Report Abuse

at this level...supply will shrink....demand has not shrunk and demand will continue to be strong.


/<Demand of oil never dissapear. Sorchai. Its the supply that has more than double. Go back your uni study economy 101 la.>

gray

1,158 posts

Posted by gray > 2016-01-23 14:07 | Report Abuse

Who is financing all these oil major? If its not europe bank n us bank. ???

gray

1,158 posts

Posted by gray > 2016-01-23 14:09 | Report Abuse

Cheap oil is a bad thing to the world. Just like cheap drug is a bad thing to pharma. And mafia.

gray

1,158 posts

Posted by gray > 2016-01-23 14:14 | Report Abuse

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?

gray

1,158 posts

Posted by gray > 2016-01-23 14:16 | Report Abuse

U go check whose ferrari. Lambo. Rolls prada. Lv. biggest customer prior to 2008

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 14:19 | Report Abuse

gray, it is not objective to be so worried....world do not go into 1930s very often.
people and central banks are much smarter than 60 years ago.

gray

1,158 posts

Posted by gray > 2016-01-23 14:22 | Report Abuse

Central bank r smart? They r managed by morons with a lot of tools but often missuse it.
First time i heard central nank r smart.

If g. Soros 1 man can kill bank of england 300 economist n trillions of war chest.

Come again. Central banks r smart??

gray

1,158 posts

Posted by gray > 2016-01-23 14:26 |

Post removed.Why?

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 14:31 | Report Abuse

2008 people say end of the world too.

gray

1,158 posts

Posted by gray > 2016-01-23 14:32 | Report Abuse

In 1930. There was no leverage. No credit card. No cars in most world. No program trading. No bursa. No hkse. No so many things.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-23 14:33 | Report Abuse

in comparison, 1930s is the dark ages.

gray

1,158 posts

Posted by gray > 2016-01-23 14:37 | Report Abuse

I didnt say end of the world. I say the world is at a very fragile point where it can break n kill many.
The situation if happen. Worst than 2008.

Posted by Lollipot Anison > 2016-01-23 14:38 | Report Abuse

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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