^V^
Who said u cant make money in bear mkt ? Ytlpowerwb shot up 5 cts despite mkt down 15 points ! see d beauty of FA ? as i mentioned earlier , if u can take profit , u should take some ! it is not wise to buy n hold stocks in bear mkt, hence i sold 10 lots Ytlpowerwb @ 0.62 just now ^V^ 2 kevin seng , jgn marah yah Ha ha .
I will sell at least 50% of my Ytlpowerwb in near term n keep d other 50% till end of d year esp during window dressing , theoritically , ytlpowerwb should worth + 1.97 - 1.21 = 0.76 , bcos we r in bear mkt , hence 0.62 is d price , if we r in normal mkt , ytlpwrwb should be traded @ 0.80+-!
Imagine if we r in bull mkt , how much will ytlpwrwb worth ? i will say 0.95+-is not a problem if mother traded @ 1.97 !
So, still think that 100% returns from ytlpowerwb in 2 to 3 years a miracle ?
Still d same old saying , is TA works ? nah ! my foot ! how come TA never tell u to buy ytlpowerwb @ 0.46 +- ? they can't see she is coming meh ? so how now , volume is there , resistance broken , time to buy now ? come on... think a little dude !
70 comments:
Hi SAM, I remember not long ago you recommend huaan. What's your comment now ?
Hi kiko , check my old posting , i hv swap my huaan @0.57+- to ytlpowerwb @ 0.48+ about 3 months ago , i am now focus on bluechips only , is not wise to trade or hold 2 nd & third liners stocks in bear mkt .
U can see all my latest calls r all bluechips.
Dear Sam,
CI down almost 18 points, but ytlpwr holding so strong. Good call!
Today sime down 12%, even for a blue chip. With the downgrade, maybe CI will be under a lot of pressure.
U must hv confident on Francis yeoh , read d below :-
The firm generates excitement due to its growth despite the
> financial turmoil. If you had invested RM10,000 (S$4,180) in
> YTL Corporation 23 years ago and held on, you would have
> over RM700,000 by now.
>
> In April last year Lucius Chong, an analyst with JPMorgan,
> paid his first visit to the Malaysian infrastructure and
> utilities company and came away sufficiently impressed to
> forecast a price target of RM9.20 for the stock when it was
> trading at around RM7. He is still sticking to his guns
> predicting that the firm should reach RM8.80 now despite a
> looming slowdown amid unprecedented global financial
> turmoil.
>
> In many ways people like Mr Yeoh epitomise an expanding
> group of Malaysian businessmen that has come of age. Long
> overshadowed by foreign multinationals, local companies now
> have the capability and the financial heft to outbid their
> bigger foreign brethren for assets up for grabs anywhere in
> the world. Mr Yeoh hasn't frittered away his
> company's money on grandiose schemes. And unlike other
> Malaysian businessmen handed similar breaks, he hasn't
> overreached himself either.
>
> Indeed, he has created shareholder value: over the last 15
> years, YTL has delivered around 30 per cent in compounded
> growth in earnings per share.
> -----------------------------------------------------------------------
>
> The Business Times, 28th November 2008
>
> By S Jayasankaran
>
> If you had invested RM10,000 (S$4,180) in YTL Corporation
> 23 years ago and held on, you would have over RM700,000 by
> now.
>
> That's why the firm still generates excitement.
>
> In April last year Lucius Chong, an analyst with JPMorgan,
> paid his first visit to the Malaysian infrastructure and
> utilities company and came away sufficiently impressed to
> forecast a price target of RM9.20 for the stock when it was
> trading at around RM7.
>
> He is still sticking to his guns predicting that the firm
> should reach RM8.80 now despite a looming slowdown amid
> unprecedented global financial turmoil.
>
> YTL Corp, 52 per cent owned by the family of businessman
> Yeoh Tiong Lay, is an enormous holding company with a market
> capitalisation of RM9.7 billion, and its six separate listed
> entities are involved in everything from construction,
> telecommunications and cement manufacturing to power
> generation and property.
>
> Francis Yeoh Sock Ping, 54, a smooth-talking opera buff and
> the eldest son of the patriarch Yeoh, runs the company now
> and frequently talks about the firm's cash hoard of RM11
> billion that he can use to buy assets on the cheap.
>
> Strictly speaking, the firm is in a net debt position to
> the tune of almost RM11 billion, but JPMorgan's Mr Chong
> points out that much of the debt is ring-fenced on a
> project-by-project basis and without recourse to the
> holding company.
>
> So, Mr Yeoh is right about using the cash most of which
> lies with 53 per cent-owned YTL Power which contributes more
> than 70 per cent of the conglomerate's profits.
>
> Mr Yeoh's growth strategy is overseas acquisition -
> power distribution in Australia, a water utility in Britain,
> a real estate investment trust in Singapore - using profits
> made in Malaysia to rebrand YTL as a global infrastructure
> company. In many ways people like Mr Yeoh epitomise an
> expanding group of Malaysian businessmen that has come of
> age. Long overshadowed by foreign multinationals, local
> companies now have the capability and the financial heft to
> outbid their bigger foreign brethren for assets up for grabs
> anywhere in the world.
>
> In YTL Corp's case, some of those opportunities came
> courtesy of Enron's collapse in the United States and
> the retreat of American power companies from overseas
> investments. YTL Corp's RM6.89 billion acquisition of
> Britain's Wessex Water in 2002, for example, came about
> after Enron put Wessex up for sale. Now the global financial
> crisis has made assets worldwide cheap and Mr Yeoh has
> openly said that he is on the lookout.
>
> Mr Yeoh's critics attributed his success to his
> connections, particularly his closeness to former premier
> Mahathir Mohamad. But to tie Mr Yeoh's rise too closely
> to political patronage would be inaccurate. Although he
> made his money from a key break in 1992, Mr Yeoh hasn't
> frittered away his company's money on grandiose schemes.
> And unlike other Malaysian businessmen handed similar
> breaks, he hasn't overreached himself either.
>
> Indeed, he has created shareholder value: over the last 15
> years, YTL has delivered around 30 per cent in compounded
> growth in earnings per share.
>
> Power generation through Malaysia's first independent
> power producer vaulted YTL into the big leagues. For the
> year ended June 30, 2008, YTL Corp made a core net profit of
> RM848 million on revenues of RM7.8 billion.
>
> This compares with RM44 million in net earnings in 1994
> before contributions from power operations began flowing.
>
> Also read this article at
>
sifu sam,
what should I do with the Lion Diversified? To take up the offer or not?
Hello guys , ask u one simple question , in this type of bearish mkt , what do u think of d upside potential for ytlpwrwb ? upside greater or downside greater ? >0.70 greater or back to 0.50 greater ?
if u know how to analyse this , u should know how to deal with yr baby ytlpowerwb liaooo...
dont u ?
2 cs , d purpose they offer u all these right issue is bcos they need d cash , avoid !
what the hack man!!!. i was dispose last free day at RM0.575.. switch to RESORT AT 2.34... Sigh!! never follow uncle sam..
haha, anyway, I will buy back once his stamina slow down..
Dear Sam,
I remembered YTLPOWR also had made right with atatched warrants issues (1 for 3) in June 2008to raise fund.
Sam, how do u think abt KNM (bluechip)? Based on the report,it still looks strong! Can we buy it for swing @ <0.49?
AirAsia, Genting, Sime all come to attractive price le...SAM, what happen to AirAsia? lastime, Tony said he might be de-listed AA, now the plan blown oledy?
Uncle Sam...
What is your opinion on KNM at this current point in time especially with it's high EPS and low PE ? Kindly revert. Thanks
Sold another 10 lots of ytlpowerwb @ 0.62 , balance 90 lots .
KNM ? its gearing is abit high , well.. u can do a swing trade @ price around 0.43+-, it is quite safe to trade at 0.43 +- .
as 4 liondiv , ytlpower also issued iculs y cant liondiv ?first of all , Ytlpower is cash kow blue chips but not liondiv , second , ytlpower is a high dividend yield stock but not liondiv !
not a bad buy @ 0.33+- for liondiv but still i prefer bluechip ^V^
2 those who still holding ytlpowerwb , u r advice to sell on strength , d best way is sell in stages , i will sell along f rise ^V^
dont worry about missing boat , there r plenty of water liu liu stocks out there besides ytlpowerwb !
If we cant buy back ytlpowerwb @ 0.50+ again , we can go 4 others ! plenty of water liu liu stocks out there waiting 4 us to buy !
i have sold my ytlpowr-wb at 0.615. thx uncle sam for the nice call. i am now looking at resorts. what you think? but because of small capital, i still prefer small knife cut big tree. =="
Hi Uncle Sam,
Nice call on xxxxx. Just sold 5 lots with few hundreds in pocket. :) Thanks again.
Sifu Sam,
good news..
YTL POWER INTERNATIONAL BERHAD (“YTL Power” or the “Company”)
PROPOSED ACQUISITION OF 884,971,148 ORDINARY SHARES REPRESENTING A 100% EQUITY INTEREST IN POWERSERAYA LIMITED (“POWERSERAYA”), A COMPANY INCORPORATED UNDER THE LAWS OF THE REPUBLIC OF SINGAPORE, FROM TEMASEK HOLDINGS (PRIVATE) LIMITED (“TEMASEK”) FOR A PURCHASE CONSIDERATION OF SINGAPORE DOLLARS (“SGD”) 3,600 MILLION (RM8,568 MILLION, BASED ON THE PREVAILING EXCHANGE RATE OF SGD1.00:RM2.38 (“EXCHANGE RATE”))
The Board of Directors is pleased to announce that the Company has today entered into a Share Purchase Agreement with Temasek Holdings (Private) Limited to acquire a 100% interest in PowerSeraya Limited for a purchase consideration of S$3.6 billion. The full text of the announcement is attached hereto.
http://www.klse.com.my/website/bm/listed_companies/company_announcements/companyAnnoucementSearch.jsp?url=http://announcements.bursamalaysia.com/EDMS\edmsweb.nsf/LsvAllByID/48256E5D00102DF448257513004306BB?OpenDocument
regards
For YTLPOWER fans! your dreams have come true.
"The Board of Directors is pleased to announce that the Company has today entered into a Share Purchase Agreement with Temasek Holdings (Private) Limited to acquire a 100% interest in PowerSeraya Limited for a purchase consideration of S$3.6 billion. The full text of the announcement is attached hereto."
Hi Sifu Sam,
6742wb might soar tomorrow due to this announcement:
KUALA LUMPUR: YTL Power International Bhd has proposed to acquire the 100% stake in Singapore’s PowerSeraya Ltd for an enterprise value of S$3.8bil from Temasek Holdings (Private) Ltd.
The company said on Tuesday that the S$3.8bil comprise of an aggregate consideration of S$3.6bil and an assumption of adjusted net debt of S$200mil.
PowerSeraya is the third and the last of the three power generating companies which Temasek put up for sale under its planned divestment of the companies, which was announced in July 2007.
PowerSeraya is the second largest power generation company in Singapore in terms of installed capacity, with a total licensed capacity of 3,100MW, representing about 25% of Singapore’s total licensed generation capacity.
PowerSeraya also operates oil trading and multi-utility businesses.
The transaction is subject to the approval of the shareholders of YTL Power. Subject to such approval,
YTL Power said it expected the completion of the proposed acquisition would be by Feb 28,. 2009.
DBS Bank Ltd is providing S$2.25bil of credit facilities to YTL Power to partially fund the purchase.
http://www.bloomberg.com/apps/news?pid=20601080&sid=aj3n.xqueJY0&refer=asia
regards,
yk
Congratulation Sifu Sam !!! You have proven once again that FA is the best on YTL-WB call before.
Syabas !!!
Newbie
hello sam,
ur ytlpowr just annouced that it had bought into serayapower singapore. so time to sell on news out?
SG finally aggree to sell their power plant to ytlpower...
damn..i sell too early...it reach 0.645
Bro, our baby will even shine more in the future.
-----Original Message-----
From: YTL Community News [mailto:news@ytlcommunity.com]
Sent: Wednesday, December 03, 2008 3:16 AM
To: Susanto Effendy
Subject: YTL Power Acquires PowerSeraya Limited from Temasek
YTL Power Acquires PowerSeraya Limited from Temasek
------------------------------------------------------------------------
---------------
We are delighted to have this opportunity to acquire PowerSeraya. The
3,100 MW of licensed capacity operated by PowerSeraya will give us
significant participation in the Singapore energy market. Its attraction
lies both in its strong position in the energy market and its
complementary multi-utility business. YTL Power, through its wholly
owned subsidiary, Wessex Water in the UK, has considerable expertise in
the water sector and the acquisition of PowerSeraya will enable us to
grow our utility business in the region. We are very pleased to have
been chosen as a partner by Temasek," said Tan Sri (Dr) Francis Yeoh
Managing Director of YTL Power.
------------------------------------------------------------------------
---------------
Kuala Lumpur, 2 December 2008
YTL Power International Berhad (YTL Power) is pleased to announce that
it has today, through a wholly owned Singapore incorporated subsidiary,
entered into a sale and purchase agreement with Temasek Holdings
(Private) Limited (Temasek) for the purchase of 100% interest in
PowerSeraya Limited (PowerSeraya) for an enterprise value of SGD3.8
billion, comprising an aggregate consideration of SGD3.6 billion and
assumption of adjusted net debt of SGD0.2 billion.
PowerSeraya is the third and the last of the three power generating
companies (gencos) that Temasek put up for sale under its planned
divestment of the gencos, which was announced in July 2007. PowerSeraya
is the second largest power generation company in Singapore in terms of
installed capacity, with a total licensed capacity of 3,100 megawatts
(MW), representing approximately 25% of Singapores total licensed
generation capacity. PowerSeraya also operates oil trading and
multi-utility businesses.
The transaction is subject to the approval of the shareholders of YTL
Power. Subject to such approval, it is expected that completion will
occur by 28 February 2009.
DBS Bank Limited, Singapores largest bank, is providing SGD2.25 billion
of credit facilities to YTL Power to partially fund the purchase.
Tan Sri (Dr) Francis Yeoh Managing Director of YTL Power said, We are
delighted to have this opportunity to acquire PowerSeraya. The 3,100 MW
of licensed capacity operated by PowerSeraya will give us significant
participation in the Singapore energy market. Its attraction lies both
in its strong position in the energy market and its complementary
multi-utility business. YTL Power, through its wholly owned subsidiary,
Wessex Water in the UK, has considerable expertise in the water sector
and the acquisition of PowerSeraya will enable us to grow our utility
business in the region. We are very pleased to have been chosen as a
partner by Temasek.
Ms Gwendel Tung, Director, Investment, Temasek said, We are pleased with
the successful outcome of the PowerSeraya divestment. Although the
tender process was suspended last week, YTL Power International
continued to pursue the sale and put forward an attractive proposal.
YTL Power is an established industry player with a strong track record
in power investments and we are confident that their expertise and
experience will add significant value to Singapore's electricity market
and PowerSeraya in particular.
Singapore operates a liberalised electricity market under a well
established regulatory framework. Electricity generated from the various
gencos is sold into the Pool, a competitive wholesale market operated
and administered by the Energy Market Company Pts Ltd (EMC). Electricity
is sold to retail customers by retail energy suppliers of which Seraya
Energy Pte Ltd, a wholly owned subsidiary of PowerSeraya, is the leading
power supplier with a total market share of 18% for CY2007.
YTL Power believes that its participation in the Singapore electricity
market will put it in a prime position to contribute towards the
liberalisation of the Malaysian electricity market, currently under
study by the Malaysian Government.
2 newbie , thx , i know it , just that yr d other sifu seng cannot tahan this..sour kot ? ha ha
Seraya power plant is only an added bonus to ytlpower's future earning , ytlpowerwb is definitely a gem even u take off this bonus from it.
Guys , I hv sold another 20lots of ytlpowerwb @ avg 0.635 ( see d attached picture )..balance left 60 lots for further rise .
wowww..i see sour seng 's new posting today..thx seng 4 yr compliment , n thanks dylan n windsurfer 4 yr support ..i will definitely respond to this when i am free...see yah !?
HI Uncle sam, can u include my email add. cechic76@gmail.com inside your mailing list, i already follow u blog since last year. Congratulation Sifu Sam for your ytl call..
thanks.
Hi Sifu Sam,
Just like one chinese saying 'cannot eat grapes said grapes are sour'... haha...
most important is making money.. even in bear market!
Sifu sam, thanks for your call..
i will re-enter when it goes down to 0.5 :)
hi sam,
i made some money from your call on ytlpwerwb,will buy back when the price as per your target,we just can hope..thank you..
am i still in your email list? hope to receive your mail if any..
Bro Sam
As always GREAT call on 6742wb
Awaiting your next great call be it 6742wb or other siu liu liu counters
Got ready my cash liao :D :D
G'luck 2u & all samgang hahaha
Master Sam,
Thank you for your advice on YTLPOWR-WB, i have sold at 0.62 and earn around 20% from the share. Without you i cant make it in this bear market. Thankssss...bravo...
Hi Uncle sam, i m 1 of the silent follower in your blog, can u include my email add. khongyc@gmail.com inside your mailing list?
wowww..so many ppl benefited from ytlpowerwb ah ? i heard someone said I am a syndicate whose like to make use of u guys for some $$$$$..not that sour seng ? ha ha
fyi, there is no email from me ever since ytlpowerwb , no worry, if i hv new pick or new entry, i will post it here 4 u guys to read ^V^
Wowww GS down 1.47 yesterday , so how now ? is seng paper loss not a loss ?
I am waiting 4 d right price to buy back aig, GS n citi , will post it up once i am in.
see yah ^V^
Dylan, I heard u followed seng to buy GS @ USD86 , be prepared for this news unless u willing to hold for long term ( really long long term )
http://online.wsj.com/article/SB122818833059071519.html
Goldman Sachs Group Inc., known for avoiding many of the blowups that have battered its Wall Street rivals, now is likely to report a net loss of as much as $2 billion for its quarter ended Nov. 28, according to industry insiders.
The loss, equal to about $5 a share, would be more than five times as steep as the current analyst consensus for the Wall Street firm, as it faces write-downs on everything from private equity to commercial real estate.
Though analysts and investors already were bracing for Goldman's first quarterly loss since it went public in 1999, the ...
))))
Just curious , y his TA never stop him from buying GS @ 86? tak fungsi ka ?
I am eyeing GS @ USD 50+- for swing trade , again if mkt goes against me , i will keep it 4 long term lol.
what say u seng ?
http://finance.yahoo.com/charts?s=gs#chart1:symbol=gs;range=5y;indicator=volume;charttype=candlestick;crosshair=on;ohlcvalues=0;logscale=off;source=undefined
sifu sam, really thanks for your pick on XXXXX....i had disposed some at 0.62 and mada some pocket money....BRAVO SAM!!!!!
Dear Sam,
Eyeing GS too? What is the minimum number of units that one can buy in US stocks? If minimum unit is 1000shares then even if u buy at US50 that means more than RM180,000.00.
BTW can u please recommend a few other water lui lui counters in KLSE that I can consider to buy now that I have also sold off the ytlp w?
BZ
UN Economists Warn of Hard Landing for Dollar
The current strength of the dollar is temporary and the US currency risks a hard landing in 2009, according to a team of United Nation's economists.
Peter Schiff released his new book
http://www.europac.net/report/index_littlebook.asp
For those who would like to invest in commodity related stocks (ie. steel, oil, CPO) Do wait another 2 more months.
Market slump last month was due to the deteriorating of market sentiment at macroeconomic level + worst than expected economic data + terrible company result. These in aggregate has resulted further nose dive of commodity prices.
What I'm trying to say is that, bad company performance is expected to be reported in teh coming Q408 qtrly result. Which will be due 2 months after YE.
Thus, do give yourself 2 more months times to enjoy festive season before putting yourself into commodity related stocks again.
Lastly Sam, your luck still damn good even in a bad year. Just like 丁蟹in 大时代 ^_^
2 all, no need to thanks me , thanks mr FA .. cos u guys believe in FA .
2 Ben , yes i am lucky damn lucky , but i can assure u..next year is even lucky for me , cos if i can do well in bad year (2008 ) , i think i can do even better in my super year (2009 ) ha ha..
ben , dont4get our deal..ok ? yr daughter to be my ???? ha ha...
cya
Hi Sam, Thank you for sharing your good call on ytlpowerwb. took some profit as per your advice.
Meantime, I noticed MPHB had been buying back their shares aggressively, would appreciate if you can share your insight on the company, is it good to go in? Thank you very much.
Sam, I had bought 5 lots of TMI at 4.44 last month, looking at it falling every day, today lagi worse, it fell to 3.32, i dont know what should i do? Should I swap it with some good counters, Can you please give me some advice? Thank you.
2 tkc 55 , woww tmi falled from 8+ to 3.32 !! dont u think it is meaningless to chop @ 3.32 ? in fact i was thinking of bottom fish tmi @ < 3.00 .
No point to sell at current level since it has fallen > 1.00 from yr cost, hold lol .
Hi Sam,
TQ very much, i also made some profit (16%) out from ytlpowr-wb....eager to hear from your next call :).
Btw can you shed some light for me regarding OCBC in singapore? Can start buying it in stages now?
cheers
Sam, i think lot of ppl is facing the same situation like tkc55, the share in the hand is dropping like hell, like HUAAN! Wats ur advice if come to this situation?
Hi sam,
masteel,hiaptek,uchitec,unisem,pelikan, r very cheap now. can start to accumulate now or have to wait somemore?..
2 GK n kan , about yr question pls refer to my previous posting, d answer already given there ^V^
4 those who like to buy singapore shares , there is one stock worth 4 long term hold, it is genting international, IPO 0.25 , high 4 2008 was >1.00, d best price to catch is < 0.30 , but i dont think it is that easy to buy below 0.30, hence 0.35+- should be worth 4 consideration , best way is buy in stages
2 BZ , now u know y i always hang around at midnight , cos i am eyeing on US stock 4 bottom fishing, yes..u can buy in 100 shares , GS is abit expensive at this level, one lot of GS cost me about usd 50K x 3.6= RM 180K ( which is about 15% of my shares fund )that's y I prefer aig n citi , cos they r less expensive . but if GS ever drop below usd50.00 , i will not hesitate to buy in , d reason is bcos I hv 100% confident on warren buffet, fyi WB's cost 4 GS is around USD 110+-, n never 4 get also sour seng 's cost 4 GS is around 87+, woww... it is now 65 USD, so (87-65)USD22K x 3.6 = RM80K losses! he said his second entry 4 GS is around USD 60+. means he has at least 2 lots in hand..wowww his losses should be 80K x 2lots = 160K ! OMG seng...
Never 4get also his citi @USD 8.50 & BAC @USD 21.00... woww...add all together= RM300k+losses in less than 1 month ! salute u seng, really salute yr TA , long live TA !
SO how now ? 2 mo mo cow, is this 300K paper loss not a loss ? I heard u always lough at ppl 's paper loss.. so.. yr kembar siam seng 's paper loss how ? not a loss ah ? next time pls look at mirror b4 u lough at mr bullbear..ok !?
2 Kevin Seng , is this called karma ? ha ha..
Dear Sam,
Can you give some comments for TA-WB ? I have bought some at average RM0.0325. Can you give some direction on this TA-WB ?
thank you sam, i think i know wat should i do now. i think i should dispose it instead of holding 3rd line counter in this bear market.
Sam, Thank you for the advice on TMI, will hold on as you said, maybe i will follow you to pick up somemore when it fall below 3.
Bro, of course I will not forget the "secret" arrangement between us. ^_^
So I really have to monitor your blog closely after CNY already. Really need to hook on your good luck, in chinese call 借运!!
Fyi, I will be leaving my current employment early next year. At that time no more insider news already. haha (ps: TL could be joining me in future also, hope that our ying and yang can meet together.)
SC, TA-WB is really risky bet. It's going to expire next year. So good luck.
Yah yah .. have to tap sifu sam luck for year coming .. well my KNM today went down to 0.41 .. shit my average cost for this is 0.53 ... should I swap to others or hold and wait and same goes to SIME 5.4 average cost. crossing my finger thinking .... errrrrrr
wow. benjamin. such a bad economic stage then u quite ur job? own biz huh?? haha.. wish u all the best..
KNM ? not wise to chop at current level, if i were u , i will hold lorr..
Wanna to tumpang my luck next year ? u r welcome buddy.. but make sure u hv d holding power n patience..k ?
FYI, I hv bought back 18.6 lots of ytlpowerwb @ 0.57 this afternoon , seed attached picture , this is for swing trade , old saying ..I will hold it 4 long term if she goes against me ^V^
D ideal strategy is once u make $$$ cabut, then buy back ..make $$$..cabut ! ha ha sound very easy ? cos talk is free mah ^V^
is ok buddy..for those who has taken profit @ 0.63, buy back @ 0.57.. u hv 6 cts or 11% margin in hand to play around , >60cts u can cabut oledi..bukan ?
Ai yah $ifu, So fast u bot back ytlpowerwb ah, coz i just sold 5 lots ytlwb @ 0.59 d other day,hope 2 buy back @ around 0.50...
Btw, any comment on Asiatic ah. I've few @3.40, seems like going to b <3.00 very soon, is it wise to swap to ytlpowerwb now ah?
sifu sam,
earlier in ur comment u said u will bottom fish TMI at RM3.00
and now is around that price ald.. so is it still a value buy?
how to determine the effect of the weakening rupiah, that caused the TMI price to tumble down?
Sifu Sam,
Wat u comment already come true...
---> http://www.sinchew-i.com/node/60811?tid=27
"建築商好景不再"
Hi Uncle sam, i m 1 of the silent follower in your blog, can u include my email add. ojl2000us@gmail.com inside your mailing list?
Can i ask you a question?
For the KNM is it suitable to hold at this moment because it everyday drop.
Plz advise. Thanks
Dear Sam,
I am still waiting to go in US stocks but the damn Dow refuses to come down despite bad bad ecinomic data. U will not be able to buy citi and aig at ur previuos mentined prices if the dow persist in ignoring those bad data. Any plans to revise ur entry prices?
BZ
Guys, I am still on holidays ..will be back by end of d week..
KNM ? owww TMI ? wowww... TMI < 3.00 is a better deal , as 4 knm, u need to watch out FFM ( this bugger is still selling its stake in knm ) u ned to take certain risk though d risk is much lower below 0.40.
TMI is definitely water liu liu @ < 3.00 4 long term play..even for short term trades oso.
will monitor this one ..
US stocks cant buy back ? is ok bro... 4 aig n citi i will never buy back @ anything higher than my selling price ^V^
anyone can comment on AIRASIA?
Bro sam,
You are really "keng", thanks for all the tips (6742).. made sikit sikit la.. better than nothing..
Cheers
mr
hi sam, you are so "chun" about YTL PWR-WB. Today up again..haha. how to not make money following your generous guidance. thanks so much :)take care ya.
Sifu, they talked bad about u when u were away for holiday, what i can see is they are envy of yr success on ytlpowerwb lah..ha ha
11 Dec 08, 16:14
random: ivy wat about this --> i will buy for swing trade .. if it falls keep for long term
11 Dec 08, 16:13
ivtac: if you are pure FA pracitioner, then you should behave like Buffett and buy, irregardless.
11 Dec 08, 16:13
ivtac: seng, that is one. but also the sheer misleading of it all. you say buy based on low PE, fine. but now many stocks are below 10, some 3,4,5 and 6. and then you say wait till index below say, 900 or dow below 8000 to enter. the moment you say that, you are in TA territory already. yet have the cheek to claim otherwise. thats what sickens me.
11 Dec 08, 16:10
Seng: jason, the trades obviously yield good returns, but we can never know if it's true or faked. The reasoning unfortunately is often misleading, although sometimes, there are good observations there ... The professionalism ... is ... kakakakakaaka ... (non existent).
11 Dec 08, 16:09
jasonred79: I never heard of FA applying for such short term trading!
11 Dec 08, 16:08
Seng: Yes Moo.
11 Dec 08, 16:08
tk: this chatbox .. syndicate-proof arr? 8 person
11 Dec 08, 16:08
jasonred79: the goating fella and his sifu talk shit!!! They claim to use FA, but their trades are buy then sell in under 1 week!
11 Dec 08, 16:08
11 Dec 08, 16:07
ivtac: haha jason not you la...the goating fellow la
11 Dec 08, 16:07
jasonred79: but evidently, I am improving
11 Dec 08, 16:07
jasonred79: no ivtac, i keep saying: *I* am crap at TA. TA itself is not crap
11 Dec 08, 16:07
ivtac: eh i thot TA is craps?
11 Dec 08, 16:06
hi sam, can i ask which brokerage u use for trading US shares? thanks
wowww... never know seng n his gang so interested on my blog ha ha.. welcome senggang ^V^
well..I will definitely respond to senggang's critics when i am back..
2 ck ,yr dragon zone blog doing not bad worr.. n one of d blog contributor is seng's son worr. ha ha is ok.. freedom of speech right ?
2 mindstorm , I bot US stocks thru HSBC ac in hongkong , they charged me 0.3%+ per transaction, bcos i seldom trade us stock , hence i couldnt get a better rate .
I saw u posted "what if there was no god " in yr blog, i like that bro ^V^.. . will discuss with u regarding this topic when i am back..c u guys ^V^
Yah b4 i forget , someone asked me when is d best price to sell ytlpowerwb ? well... is simple.. look at its mom.. i think it is a big resistance @ 2.00 , n oso i dun think she could rose above 2.10 in short term,, so u should know how to take profit on ytlpowerwb liaooo..right ? play around d range , dont kiasu ! no one can sell at high !
If u know there is a great resistance @ 2.00, what should u do ? sell when its mom touch 2.00 ? of course no ! .. wait till its mom touch 1.97 to 1.99.. take some profit ! keep some for its mom > 2.00, same apply here again.. dont wait for 2.10 , 2.06 to 2.08 , take profit again.
8 c u ^V^
us reject their auto-maker. expect huge drop in global market very soon i guess... come to me now xxxx my baby... ^^
●胡逸山(企管硕士、法学博士)
读者们千万别误会，以为我偏喜欢在鸡蛋里面挑骨头，在官方对本地经济虽面临全球性金融危机挑战之际却不断高唱一片大好的关头，我却力排众议的唱反调，对本地目前与可见未来的国内生产总值（GDP ）成长率、失业率、通胀率等皆不太看好。
当然，我是本着大胆假设、小心求证、实事求是的精神来作出该些推测，以让大家能未雨绸缪。那好了，数字陆陆续续出来了，也印证了我的一些说法。
譬如说，我预测因美国在当下的感恩节/ 圣诞节期间的礼物互送会减少，从而影响我国的出口成长。果然，官方数字显示10月份的出口量，不只放缓，而是更进一步的萎缩了2.6% .更有甚者，连该月份的入口也萎缩了5.3%，这些难道还不是本地经济状况开始出问题的症状吗？
成长不能全靠内需
另一方面，国家银行公布今年第三季的国内生产总值只有4.7%，比前一季度低了2%，但仍预测明年的国内生产总值成长率会是约3.5%，而不至于萎缩。而半官方的经济研究院更放声说近期内其对明年的国内生产总值成长率的预测，应会比其原来的3.4%数字往下修整。
尤以最近被“力挺”可以在国际上金融经济皆翻云覆雨之际仍可让本地独善其身的国内私人消费，在第三季也从之前双位数字的成长降为越8.1%. 但就算国内私人消费陆续有正面的成长，这始终不是一个长远的经济成长良方。
须知，这已是一个全球化的世界，产品、讯息、服务得要全球流通，那么个人或企业的生意才会兴旺，国家的经济才会蓬勃的发展。如果一味关起门来搞自己的经济，那后果肯定是民不聊生的一团糟。
这一点从朝鲜和缅甸的闭国自锁导致哀鸿遍地的惨况可见一斑。我国一向来走的是完全相反的、把本地经济扣上于国际经济运作链的一环（起码我们尝试这么做）的经济政策，可千万别为了哗众取宠而大开倒车哦。
最坏时刻尚未到来
当然还有大家都很关心的失业率。经济研究院预测明年的失业率为4.5%，双倍于我国一向来的2%左右。就如我之前的说法，我们还没看到本次金融海啸对本地的最“猛”影响。
如不幸言中，出口制造业肯定首当其冲，工厂倒闭的倒闭、裁员的裁员，接着就是各种服务行业，因在我国没有完善失业津贴制度的现况下，如俗语所云：“手停口停”，没工作的人是没有多余的钱去光顾如餐厅等服务行业的。以此类推，后果不堪设想。
而我最“窝心”的，还是读者们也许都记得、我一整年来都几乎一夫当关地据理驳斥的所谓“去配对化”理论（谓世界经济已可和美国经济脱钩，所以不受美国经济放缓影响），除了多月来世界各地所发生的金融、经济危机都印证了我的论点外，最近连出身于我国、但因政经言论不见容于当权者而被逼出国发展的联合国社会经济经济事务副秘书长佐摩（Jomo K.S.）也作出相似的看法。
忠言逆耳早作打算
各位，危言耸听其实并不为过，更让人伤心欲绝的反而是忠言逆耳。大家可得要为自己与家人的饭碗、家计提早做出一些打算。
Sam, who is the ffm that u mentioned abt KNM before?
I plan to start collect this share when it is drop <0.40, should be a very good deal, rite?
This Prof KUKU going cuckoo or is trying to polish UMNO at the expense of his own race for his own selfish gain. I was sent to an english medium school because my uneducated parents thought that would secure me a better future at that period of time but now all my children are in chinese medium school because there is no way that their future can be better if they do not read and write mandarin as China is soon set to be the powerhouse of the world. It is people like this KUKU that is betraying the Chinese in our country
Dear Sam,
Did you buy any G Sachs shares yet?
I am eyeing the GS but am undecided as to my entry price. I hope you can help in giving me some imput on GS?
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