Monday, January 5, 2009

^V^ 32 lots of UEMLAND @0.595 N 5 lots of SIME @ 5.55 ^V^







(((((((((((
Eric has left a new comment on your post "^V^ Ah cow , Ah seng N all TA bloggers , who said ...":

sifu sam,
thanks for your call on ytlpower-wb, tenaga, n uemland!
one thing i respect about you is not afraid to share n also make forehand calls...
unlike some TA guys who is great at backhand and also dare not admit wrong.
kudos Sifu Sam...
hats off to you.
hope you wont b 'kiam siap' to share more in the future :)

Regards,
Eric

lgcsdv has left a new comment on your post "^V^ Ah cow , Ah seng N all TA bloggers , who said ...":

Thank you for sharing your stock pick. I bought UEMland at 0.59 and exit at 0.71. I'm a small player, bought only 1000shs. i bought 3000 Sime CG at 0.145 and 10000 Resort CI at 0.10. Your kindness and unselfishness will earn u lots of blessings.

cs has left a new comment on your post "^V^ Ah cow , Ah seng N all TA bloggers , who said ...":

sifu sam, i solute u for ur uemland!..though i didn buy it..cause when i read ur post, it's already at 63.5sen..didn thought it can boom until 70.5 sen..
i too kiasi ad haiz!

sifu, so how u can see uemland is coming today? mind to share ur views?..


)))))))))

2 Eric n all , all these r street money , 不拿白不拿 ^V^ u guys no need to thanks me.. I did all these due to 2 reasons:-

1) Good Karma for me n my next generation.

2) Prove to TA bloggers that FA is nothing but d best n TA is nothing but my foot !
( Since seng has gone with d wind lately n oso keeping so quiet, I think it is time for me to let him go... )

2 all, I am not god , dont expect miracle from me.. some of my picks need patience n holding power , u cant expect all my picks come out like UEMLAND ! bought in d morning shot up in noon ! though i am confident it will come but I hv never expect it could be so fast !?? this one is just lucky only ^V^

Come back to biz , let me talk a little about sime n UEMland , both r under GLC stock, both also under theme play , sime under cpo n crude oil play , UEMland under political play ( NEW PM by March < UMNO meeting n d coming election in KT )

Y I like SIME ?

1)As it can be seen , crude oil has came down from as high as USD 140 to d low of USD 35+, I think USD30+ should be d bottom , for crude oil to bounce above usd60+ in this year is something sup sup sui..

2)She is taiko bluechip with PE stood around 9+-

3)She is still underperformed as compared to other cpo counter ( Look at IOI corp, from 2.50 to 4.50 )

4) She is also one of d GLC counter, by hook or by crook , she also fall under GLC theme play.

5) Year low around RM5.10 , 52 weeks high =RM 11+ , is it too much for me to target her @ >6.50 ?

6) @ KLCI 820+, she was hanging around 5.00+ , KLSE is now @920 , dont u think its down side is very minimum for one bought @ 5.50+?

7) SIME is also one of d high dividend yeild stock like ytlpower , if mkt goes against us , worst come to worst just hold n take her as FD lor !?

8) Volume picking up !

As newbie said, T3 is coming.. k..let hope it will come down below 5.50 for my second entry .


For those who bought UEMland , I may sell some of my uemland along d rise 2molo , if d timing n luck r on my side, i will not hesitate to swap it to sime ^V^

56 comments:

alfred said...

gratz sam on uemland pick.
too bad i missed ur call little too late, miss the boat.

guess this year is really ur year.. u start to filling ur pocket just few days starting in JAN.

118 said...

walao eh $ifu, juz a little bit late following ur call on uemland, it shot up like rocket. queued @ 0.605 but missed d boat. anyway bought 6 lots of SIME @ 5.65 hope 2buy on dip shd SIME down 2molo.
So, wat 2 complain abt ur call, ur r juz too good in share market.
Happy trading n Happy making $$$$$

herbert said...

Uncle Sam,
Ur UEMLand pick today then shoot up at the same day..

This fantastic pick was happened to your LIONDIV b4 also as i still remembered. U bought around RM1.75+- then shoot up to RM2.00++ at the same day..

Your are really KENG!!!

I really have to treat you as my LIGHT HOUSE and i'm the missing ship in the ocean looking for SOS.. Haha.... :o)

Beside u are really smart and wise.. One thing really impressed me is that you are very HUMBLE and view money as part of opportunities to earn.. without greedy desired as a result don't treat bursa like CASINO. It is very good point to think about it how to copy your good example...

Amazing quality hardly find among people like u!

Regards,
Herbert Yeo

herbert said...

Singapore's CI shoot up by 5%++.. Seems recession will recover very soon by 2nd Quarter...

Benjamin said...

Bro Sam, not yet cow year already start bargain buy? I play safe to wait until end of 1Q09.

Good luck.

cstan81 said...

Sifu sam,

Missed your boat at uemland...
Too late to see your post.

Luckily got parked at SIME...

GOGO sifu sam!!!!

Samgoss said...

Hello Ben, not yet ! I am in low gear only, all these only taken out less than 6% of my total fund, I will put my gear in full force by 2nd qtr of 09.

2 all, I am not seng, I dont need all these sweet words , u know I know ! that's enough ^V^

Let move ahead n make $$$$ together ^V^

Good year started ? not yet bro..we r still in year of rat.. 3 more weeks to go 4 my good year ^V^

herbert said...

http://finance.yahoo.com/banking-budgeting/article/106384/Finding-Stock-Market-Winners-in-2009

Market Overreaction

Some fund managers also believe that even if 2009 will be a hard year, investors can profit from the market's excesses in 2008. Energy stocks, for example, were whipsawed in 2008 by a runup in oil prices to above $140 per barrel, followed by a sharp drop to below $40 per barrel. Oil's cheap price has punished energy stocks, but several managers said the market is overreacting. "We didn't think $145 a barrel made any sense at all," SKBA's Bischel says. "Nor do we think $40 a barrel makes any sense."

Coal stocks have been hurt not just by the economic slowdown but worries about new government regulations. Still, Robert Auer of the Auer Growth Fund expects some coal companies to boost earnings. Coal is needed to generate electricity around the world, and "even during recessions we still generate and use more electricity," he says.

The past year's broad market selloff has fund managers hunting for "babies that have been thrown out with the bathwater," says Croft. He bought Monsanto, a "quality company we've been watching a while but [was previously] too expensive."

In 2008 "stocks have just been pummeled," says J. & W. Seligman's Alpert. The market is "treating them like we're going into a depression." If the economy can just avoid a depression and battle through a serious recession instead, many stocks could recover.

herbert said...

For safe play purpose.. I will follow uncle Sam load in "Sime Tai Ko" this morning after dispose my UEMLand at RM0.80 huh (52wk high)??Really? Haha.. Hope so...

>>>>>>
Lee Cheng Hooi, head of retail research at Aseambankers, said the market was likely to be bullish over the next two to three weeks.

"I think people are beginning to pour some money back into the market, especially recently bashed-up stocks like plantations," he said.

He sees immediate support for the KLCI at 920 points and immediate resistance at 927.

The index last crossed the 900-point hurdle on November 10 last year, but only briefly.

Analysts said investors went for plantations stocks such as IOI Corp, Sime Darby and Kuala Lumpur Kepong after crude palm oil prices rose for the sixth trading day yesterday.

Palm oil for March delivery shot up as much as 4.7 per cent to RM1,821 a tonne in Kuala Lumpur.

IOI soared 12 per cent to RM4.38, while Sime Darby gained 5.6 per cent to RM5.70 and KLK rose 4.2 per cent to RM10

118 said...

$ifu, EPF still acquiring SIME shares. Good sign.
Btw,also eyeing on S'pore G Int, juz waiting 4 ur buy call.
Approaching yr of d "BULL", u also look more n more bullish!
加油!

Samgoss said...

Gd morning guys, I hv bot in another 2 lot of sime @ 5.55 this morning, see d attached picture , in d same time I am also qeueing to sell my uemland from 0.75 up to 0.825 for profit taking ( attached picture also ). Look at its vol today , Though I wont feel suprise to see her @ >0.85 , still I prefer to take my profit ^V^

Dont 4get bro ! Sime is definately a gem , will accumulate more on dip.

Felix Ooi said...

Sifu Sam

Resort on the way back up to our cost. In fact already cross profitable line at time of writing.

Mohd Imran said...

hi sam.what do you think of plantation counter CEPAT?
PE 8 and crude yield same as ioicorp.
downside risk high or low?

Unknown said...

hi uncle sam

your call on knm and uemland superb!!

making money is good but i think
learning your investing skills is
more important

tks uncle

Samgoss said...

Hello imran..nice catch ! this one oso still underperformed . it will come $$$$$, even u chop off 50% from its earning, u will still get PE around 6 !

3qtr giving u eps of 17cts , 4 qtrs = 21cts , chop off 50% for its earning = 10.5cts , @ 0.75..PE = 7 ! not bad not bad.. short fall is no volume yet n abit laggard.

Overall , I think it is a gem oso for mid n long term

Anonymous said...

Dear Sam,

I attached the SIME - coverage by OSK in my blog. There just put NEUTRAL only.

But I trust in you.
Sama sama Untung dalam Lembu, Biarlah lembu kerja untuk kita, bukan kita kerja seperti lembu.

SIME-OSK

Samgoss said...

no worry ck5354, Broking hse 's call ,u can take it as a guide, most important we do our homework properly , i dont buy stock based on broking hse's call, i buy based on fact n figures . further more, we r buying at almost low..not @ >RM8.00, what to worry? as i said, if mkt goes against us, keep it as FD lor.. its dividend yield is one of top 10.

btw.. cimb is calling strong buy on sime @ TP of 7.50 ! ha ha so high ah ? > 6.20 dah cukup liaooo

jochee said...

Report from OSK today :
Sime Darby = NEUTRAL
Price RM5.70
Target RM6.00

Will It Ever Be World Class?
We are re-initiating coverage on Sime Darby with a Neutral call. Sime Darby is more suitably viewed as a country stock rather than a plantation stock given its diversified nature and it being the weakest of the big cap plantation stocks in terms of value chain and profitability per mature hectare. As the group’s country valuation is expensive on a regional comparison, we believe investors should avoid the stock until valuations become less demanding.

Plantation division not the best of breed.
We see a number of weaknesses in Sime Darby’s plantation business, namely its profit per mature hectare being 38% lower than
that for efficiency leader IOI Corp, whose hectarage is less than one-third of Sime Darby’s. Sime Darby’s downstream business is also disappointingly weak, languishing in the red while other downstream players thrive.

Could have derived more synergistic benefits.
Management expects the integration of its plantation and property business to generate an additional RM400m to RM500m at EBIT level, which we believe could be higher. If the additional RM500m profit is attributable to the plantation business, Sime Darby’s profit per mature hectare would still be lower than that of Asiatic, which is about one-tenth its size.

Plantation-property synergy.
Sime Darby’s 258k hectares of plantation landbank in West Malaysia makes it a prime beneficiary of Malaysia’s long-term urbanisation process as development will eventually reach its plantation land. Its property development arm is in an enviable position given its huge potential landbank.

Structure does not excite investors.
We believe the other non-plantation businesses in Sime Darby dilute its appeal as a plantation stock, despite it being the biggest in the world. Hence, Sime Darby had tended to under-perform on upswings.

Target price of RM6.00.
We value Sime Darby at 15.2x PER, which is the average PER of the KLCI, viewing it as an index stock rather than a plantation stock.

Samgoss said...

^V^

Besides cimb calls buy on sime, another one from HLG >>

>>> "HLG Research" =lt;hlg-research@hlgs.hongleong.com.my> 01/06 10:16 AM
>>>
Sime Darby Berhad BUY

Price target =M6.70

Share price at 5 =an &nbs=; RM5.70

Investment summary

Sime recently announced it would pursue the =cquisition of
government-owned heart specialist hospital IJN and =evelop a new LCC
airport on its Negri Sembilan land-bank, catering =pecifically to
AirAsia. No detailed or firm figures were announced =o Bursa. However,
we think this is unlikely to excite the =arket.

We are maintaining Sime as a BUY: (1) We expect CPO =rice to rebound
given its close correlation to rising crude oil =USD48/barrel
currently,
+43% in 1-month). (2) We believe soyoil-CPO =rice gap will converge
to
its historical range of USD100-120/mt from =SD300-350/mt currently.

Discount to IOI/KLK

Sime continues to be our favorite big-cap planter, =iven its relative
under-performance and valuation discount to =OI/KLK. Stock trades at
17x FY09E PE (vs. IOI/KLK of 19x).

"HLG Research" =lt;hlg-research@hlgs.hongleong.com.my> 01/06 9:40 AM
>>>
Good morning

Recently, Sime (BUY, PT RM6.70) announced it would =ursue the
acquisition of government-owned heart specialist =ospital IJN and
develop a new LCC airport on its Negri Sembilan =and-bank, catering
specifically to AirAsia. No detailed or firm figures =ere announced to
Bursa. However, we think this is unlikely to excite =he market.

We are maintaining Sime as a BUY: (1) We expect CPO =rice to rebound
given its close correlation to rising crude oil =USD48/barrel
currently,
+43% in 1-month). (2) We believe soyoil-CPO =rice gap will converge
to
its historical range of USD100-120/mt from =SD300-350/mt currently.

Newsbreak
Sime secures approval for LCCT Labu

))))

So how now ? sell or buy ? ha ha..

My advice, dont listen to them , we do our home work well, set a TP, make $$$$$ n run ! who cares who is right ?

Samgoss said...

2 jochee , seng's son dont want to be friend with sime darby ah ? ha ha.. who cares ? i only wanna to be friend with dollar n cts !

Btw.. I heard seng's son wanna be friend with MFCB @ 1.10 N Iris @ 0.12 wor ? how now ? dah divorce with her ka belum ?

Just wait n see, u will know who is yr best friend :)

ws said...

sam,

uemland you offload liao? do u think it can go up more?

MR said...

Fuh,

Manyak Powerla bro sam. But how come you never email the uemland? Or was it just available in the blog?

Anyways, dont matter, just glad that so many made $$$$$ in a few hours, you are really cool man. Good karma.. for sure.. hehe

Sure de seng and cow gang very panas one, must drink herbal tea in jln.pudu today.. hahahahah

Cheers
MR

GK said...

Sam, I think they have diff view which against you.

森那美業務多元分散吸引力
即時新聞 國內財經 2009-01-06 16:22
(吉隆坡)儘管森那美(SIME,4197,主板貿服組)貴為全球最大種植股,但此集團其他非種植業務似乎掩蓋身為種植股的光芒,難以“全球最大上市種植公司”的光環吸引投資者。

僑豐研究表示,森那美業務多元化,所涉及業務與國家經濟息息相關,因此更應該被歸納為“國家股項”,而不是“種植股項”,有鑒於此,分析員家認為,在這一輪由種植股帶動的漲勢中,森那美的作為比不上其他同儕。

森那美自2007年杪進行大合併後,已轉型為全球最大規模種植公司,種植總面積達53萬1299公頃,其中90%可以收割,但集團業務也跨及產業、重型配備、汽車、能源與公用。大馬業務佔其營收37%,此財團業務觸須已伸展至印尼、新加坡、中國、澳洲及歐洲。

森那美具備多元化特質,加上其價值鏈及每公頃可收割的盈利是重量級種植股中最遜色的股項,僑豐給於“中和”評估。

比較區域同儕,此股的估值仍相當昂貴,因此建議投資者暫時規避,直到其估值更誘人為止。

Unknown said...

Haha...i want to be a fren of Uncle Sam, can?! Lol.... ><"

6% only ur total investment?! Wah...so low meh?! Mine is about 80% oh...wut is ur opinion?! Then again, i'm a student, no need to use the money at all, izzit ok?! Or still shouldn't throw in so much?!

Samgoss said...

2 chang, know y i am still not in full force yet ? read d below>> exactly what i hv predicted , we shld see d bottom by 2nd qtr of 09 , b4 end of 2nd qtr, u shld apply hit n run stratergy, T3 n T 4 approaching , I will surely take some profit on Uemland 2molo.


保留現金稱王

2009年1月6日
 
(吉隆坡5日訊)新加坡經濟學家瑪努巴斯卡然預測,股票市場將會在09年第二季初期見底。因此,現在並不是投資的最好時期,手握現金才是上上之策。

瑪努強調,長期投資者可能不介意現在進行投資。對他而言,他並不急於投資在股票市場,最重要的還是手持現金。

「如果我是6至12個月的投資者,我不會選擇現在投資,因為股市下來幾個月會出現較大的變化。」

他說:「現金就是王,現在應該保留現金。」接下來幾個月的資產走勢波動巨大,保留現金就能夠趁低吸購。

另外,瑪努表示,全球經濟在短期內,會比現象中更糟,長期來說卻能夠看到強力的反彈。若要回到金融風暴之前的榮景,則需3至5年的時間。

目前,即使各國政府紛紛宣布拯救配套,但卻不能夠扭轉局勢,09年的經濟會明顯,尤其是以貿易為主的國家。不過,他認為,本地投資及企業仍潛伏著許多的機會。

貿易為主國家風險多

他指出,以貿易為主的國家存在太多風險,他建議亞洲國家如:大馬,必須設立本身的基礎建設發展,為國家製造更多所需的基金。

美國經濟大跌,各國丟入市場的金錢,將會讓美元持續走軟;美國需求的放緩,進一步拖累亞洲經濟。

他指出,09年將會有更多的壞消息出爐。他認為亞洲經濟的放緩是循環問題,而非結構問題。

「在新加坡,因為籌資面對問題,許多大型計划已經取消。」在大馬,企業的資金問題雖然還未受到破壞,但這將會是必須面對的問題。

大馬經濟仍疲弱

長期來說,中國及印度的經濟會起飛,中國會出現高素質成長,印度許多基建發展將為該國帶來好處。

對大馬而言,將在短期內面對無可避免的放緩,雖不至於陷入蕭條,但仍處在疲弱狀態。大馬在從中國及印度獲益後,將為企業帶來機會。他建議,企業應轉注國內需求,因消費和投資都會上揚。

若經濟再次陷入比預期嚴重的狀況,他不

)))))))

Look at d other angle , we r now in recession , I dont think pre cny rally can be sustained , down to d ground is only matter of time. hit n run is d most ideal method .

Kow kow G time, c u 2molo ^V^

Unknown said...

Unloaded all my YTLPower today liao.... :-D

Haha, once again, thnx 2 Uncle Sam ya!!!

Obama gonna take over soon...yeah, i think d moment he takes over,2-4 week after that, market will start to turn back d other way round..

Samgoss said...

SOld 5 lots of UEMLAND @ 0.725+- ,balance 27 lots left in hand.U guys shld sell along d rise ^V^

GK said...

Sam, Sime is now 5.85-5.90 already. What is ur next target price to enter?

hsunl said...

Thanks sam, ytlpowr-wb sold today. he..he.. not much. 10,000 units only. 30% gain.

Sam, can you seriously look at the Topglov please... I put more bullet in this counter this week. I've got the feelig this WHOLE year the player will aim this counters. Please look at this and give comment.

ws said...

sam,

i seriously hate you for not calling uemland.. hahahah.

Samgoss said...

2 ws, talking about "hate", I am sure u r not d first one.. Ah seng n his gang shld be no 1..ha ha..next time , pls visit my blog more often to avoid another " run chicken" ! ha ha

2 be frank, uemland 's FA is far below ytlpower n sime , this one is solely for short term swing trade only.

Very soon , ah seng's son will know whether sime is my best friend or my enemy liaooo..ha ha

Dont forget ! take profit along d rise !

Unknown said...

Sime baby... When only i got chance to catch you ? ^^

I think ah seng went for Chinese New Year holiday already! ^8^

Samgoss said...

Y i bot sime n not its son sime cg ?


Read d below email, it is from jer haur , Jer Haur..u left out one important thing , that's 10 to 1 ratio ! means u need to hv 10 lots of simecg + 5.35 in order to convert to mother shares ! it is out of money ! I like 2play safe, hence i go 4 mom !

Hello Uncle SAM,

Happy New Year, 1st of all, congrad to you on your big earning with UEMLAND, it still staying high when today market closed. nice pick.

For your call on SIME, unfortunately i have limited capital to buy the mother, so i had follow ck5354 to buy its warrent ==> SIME-CG. I had did some homework on this warrent based on your post previously, let see am i correct in valuing a warrent :)

I brought it yesterday with the price of 14 sen, i'll calculate based on today mom price as per below:

SIME-CG

In/out Money

Mom price = 5..65
Cost = 0.14
Conv. price = 5.35
Mutual date = 18/06/2010 (~1.5 yr from now)

In/out money ==> 0.14+5.35-5.65 = -0.16 (-0.16/5.65 x 100%) = 2.8% discount (far below 30%)

from premium <30%, this warrent will out of money if the SIME price drop to ~RM 3.7+ do you think is possible?? for me is unlikely la...


If i hold until conversion:

Current price 0.14
Expiry : 18/06/2010
Conversion :5.35
Average FD rate = 6% ( i just take yours as reference, where can i find or cal this figure?)

5350 x 0.06 x 1.5 years = 481..5
5350 - 481.5 = 4868.5
4868.5 + 140 = 5008.5

mom price = 5.65

5650 - 481.5= 5168.5. looks quite cheap,

NTA for SIME = 3.74 (based on 1stQ)
EPS =0.5772 per annum, cut half to 0.28 ( is hard to predict the plam oil market in 2009 due to high stock but also the raise of crude oil)
NTA for SIME 1.5 years from now = 0.28 x 1..5 + 3.74= 4.16

Based on NTA i mayb able to made RM3678.5 (RM4160-481.5) with current bit...


Above is my simple calculation on this warrent, it looks quite ok for me to buy with the mom's PE ~9.77 and as per your comment that it still behind the trend compared to IOI and others CPO stock.

The only worry point for me is the mutual date of the warrent because it is only 1.5yr from now and almost half cut from you proposal (select warrent with mutual date > 3 years). Besides that, there are also a lot of uncertanty for plam oil in comming future. On top of this, since SIME is involve in quite a lot of sectors and not only plam oil, will it be an advantage if compared to others CPO stock or will it affect the total performance of SIME if plam oil raised?

Appriciate tht Sifu can give some advice on my analysis and oso some opinion on th SIME-CG warrent. Hope to hear from you soon. wish you all the best in 2009!

BR,
Jer Haur

Ronan said...

Oh ya!!!

no wander it was rated as high risk!! will reconsider again. Btw, thanks for pointing out my over look. Still more need to learn :)

Have a nice day!

Anonymous said...

Dear Sifu,

What do you think about TMI.

Volume picking up.
52 wks 3.04 -8.20
PE = 10.1
Now 3.66?

Another gem?

CH Tan said...

Sam,

True,it is better to buy Sime rather than its warrant.

unless in a really crazy bull market, buying out of money warrant is very very risky.....any sudden turn of the market will wipe you out completely.

still prefer the mother share especially those with high divident.

tanhin

Unknown said...

Parkson down again oh....How Uncle Sam?! Doesn't seem like a good place to 'Park' money... ><"

Samgoss said...

Human being r all d same :- for those 章子怡 fans, see yrself >>

http://jn.focus.cn/msgview/3323/1/159143925.html

She looks innocent , but..ha ha in reality " too wild " !

章子怡无上装沙滩艳照 任由男友公开摸臀章子怡与男友沙滩晒恩爱比基尼现娇 艳门照再爆章子怡沙滩裸体,还是要低调做人,这样是不对的!

I am man , I like to see oso but still i will say :- 还是要低调做人,这样是不对的!

Samgoss said...

^V^

Sold 5 lots of KNM @ 0.51 just now.

As i said earlier, sell along d rise >>
Profit taking as below:-

5 lots of UEMland @ 0.72

5 lots of KNM @ 0.51

(see d latest picture attachment)

Seng has published something just now, talking about parkson @ 6.00 n parkson @ 4.00 ...ha ha.. what u trying to hint ? u want to show how samrt u r ? well..may be u can answer me y u bot gpacket @ 4.50 n position sizing on parkson from 6.80 to 5.00 ! y ?

Seng , may be i can also say :- what is Gpacket @ 4.50 ( last year ) n Gpacket @ 0.75 last dec ? if u r so smart , then tell me y u buy gpacket @ 4.50 ? n oso y u do position sizing on parkson from 6.80 to 5.00 ? y ?

Sense pls ! ha ha

Samgoss said...

^V^

Something good 4 sime, u will regret later for not being friend with sime :-


Wednesday, 7 Jan 2009

5:28PM Employees Provident Fund Board (3,250,000 Shares Acquired)
5:27PM Permodalan Nasional Berhad (1,000,000 Shares Acquired)
5:27PM Yayasan Pelaburan Bumiputra (1,000,000 Shares Acquired)

Tuesday, 6 Jan 2009

6:10PM Sime Darby Berhads interest in IJN Holdings Sdn Bhd (IJN)

Monday, 5 Jan 2009

6:24PM Sime Darby Berhad
5:20PM Employees Provident Fund Board (200,000 Shares Acquired)
5:20PM Employees Provident Fund Board (300,000 Shares Acquired)




CPO at 3-month high of RM2,017Latest News

Crude palm oil (CPO) futures rose to a three-month high of RM2,017 at the midday break on Wednesday, giving a boost to plantation stocks while BCHB extended its gains from the morning session.
KUALA LUMPUR: BCHB and plantation stocks led blue chips higher in early trade on Wednesday but Parkson came under selling pressure after its Hong Kong listed subsidiary issued a profit warning that retail sales in China were slowing down.

ws said...

hi all,

be warned, mkt is reversing.

MR said...

Bro sam,

Sime at 5.45? Current TP?

Cheers
MR

Caterpillar said...

Plantation stocks shot up so many days already.it's time to take a break. Hopefully can load in some sime at 5.20. Wish Sam n everyone fatt fatt together!

Samgoss said...

WOww... back hand seng talked about me wor !?/

first of all, thanks seng 4 linking me with all d taikos like wb , jim roger n...

( 3. What intrigues me is would Master Investors and Traders do what he does? What about the genuine bloggers?

For example, Buffett - would he do what Sam does? What about Charlie Munger? Peter Lynch? John Bogler? Jim Rogers? and thousands of the other Master Investors?

What about the world's top traders? Jesse Livermore? Nick Davies? Jack Schawager?)

ha ha.. sorry seng..i am not at their standard yet, far far below them.. btw..this is not first time u accused me for such an idiot job. I did rec'd lot of spam mails from idiot like pricechart, steven, TA master , darlie singh n... did i ever said they r YOU?? come on seng, be mature abit..u r not kid anymore !

I like this statement by u

(They would be the first to understand the impact of greed, fear, and other strong emotions such as hating someone to this extent, and how such emotions would impact their own personal results.

No,I'm not referring to his published result - that I know is not his true result but his job. )

Well, whether it is my true result or not, it doesnt matter! most important is those who follow my picks make $$$$ from KLSE ! their results r nothing but true ^V^ so guys, i think u shld listen 2 sour seng , dont believe my published results , believe yr own one ..k ? right seng ? is that what u sour about ? ha ha u cant stand seeing ck5354 n yr fans making money from my picks such as ytlpowerwb , uemland , tnb n...?? u cant stand ar ? seng..oh seng..ppl only believe in b4hand results not back hand picks ! got it seng ?

Seng oh seng... y so particular on my published results , i heard u said u seldom visit samblog ,how come u know my published results r all false ? aiyahh seng... cakap tak serupa bikin lagi....

herbert said...

what uncle sam said is true... this year strategy should be hit and run.. hopefully SIME darby can come down to my TP.. Haha

Pls read below for this year 2009 strategy to earn money from KLSE.

We shall play around CI within 800 point to 1000 point?? What do you think, uncle Sam....

我們認為,如果國內的種植股和金融股表現良好,綜指就會有良好的表現,因為這兩個領域佔了馬股的40%比重。不過,基於全球經濟前景不被看好,我們認為,原產品價格近期內不會出現新高,同時,我們也預測,銀行的呆帳水平或會增加,導致馬股的上升趨勢受限。」

不過,何成禹指出,馬股在今年下半年的表現將會有所改善,並看到成長的機會。

在全球股災之際,各國政府宣佈了各種經濟振興配套,當中包括了大馬。這些配套需要6至9個月的時間,才可以看到效果。所以,他預測,大馬經濟在下半年的表現會比上半年來得好。

「09年的股市波動不會比去年來得大,同時,我們也預測,09年的股市將處於850點至950點之間。」

herbert said...

CPO will pull back by this 1st Q??

Wow.. I think we can choose swing counter like IOI and Asiatic to gain profit..
_________________________________
However, she added that the current price hike was not sustainable and there would be a pullback in the second half of this year to average around RM1,700.

“Even if it crosses the RM2,000 level, it would only be a sharp spike before coming down again,” she said.

Meanwhile, Bloomberg reported that shipments from Malaysia, the second-largest producer of the vegetable oil, rose 25% to 1.65 million tonnes in December from November, the most in three months, surveyor Intertek said on Jan 2. Exports to China rose between Dec 26-31, according to surveyor Societe Generale de Surveillance.

Samgoss said...

Profit taken ! sold another 5 lots of uemland @ 0.705 .. balance left 22 lots .

will sell on rise... next week is definately a sell week 4 me..u shld take profit 1 week b4 cny.. dont wait till last min to dispose yr shares . u cant sell at good price close to long holiday.

Samgoss said...

now is 4.48pm

After my sales of uemland , I swap to sime @ 5.45 for 3 lots. total 10 lots in hand with avg cost of 5.52+ .

^V^

Felix Ooi said...

I bot SIME also. 1 lot @545

Law said...

Juz got to know abt this blog...Hope i get earn some pocket money fr your pick..

Cheers ;-)

tcg82 said...

bro sam,
hahaha i oso campur bot 1lot sime
cheers

Unknown said...

Wah Sifu, seems like Sime is your baby dragon eh... ^^ One shot buy 10 lots! ^^ You too fast liow lar sifu!

My aim is to follow you 50% meaning you buy 10 lots i buy 5 lots...

Now only got 1 lot nia and need to buy another 4 to be 50% of you! ^^

Nvm... Monday chiong another 4 lots!

Sifu make 1 million i make 500k!

Happy New Year sifu... Hope can meet you this time around eh during chinese new year! ^^

Unknown said...

i also follow uncle sam ...already swap for 2 lot sime today

TANG'S said...

Dear Uncle Sam,
Just want to listen your opinion.
I have Dialog, Genting, Parkson and Maybulk. But all now in loss stages. Is it better to sell by next week before Chinese New Year? Or i still can hold it ? Thanks for your patience.

ees said...

wah, who is this taikoseng to ask Sam to reveal the personal detail? Did Sam 欠 taikoseng? what did Sam need to prove to taikoseng? Sam doesn't need to, his record already proven.

It is the TAIKOSENG who need to prove to us!! and prove to all that TA will work super wonderfully mah, right?

sam,
aiseh, i miss the boat your uemland call. Will take a look at Sime. Thanks!!

Alina said...

Hello great experience, dude! thanks for this great Articles wow… it’s very wonderful report.
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