^V^万人皆醉 我独醒 ^V^
WHAT IS SO PROUD OF MAKING MONEY IN BULL MKT ? WHAT IS SO PROUD OF BEING RICH BCOS OF YR RICH DADDY LIKE SOUR SENG ?
FOR ME, I RESPECT N SALUTE THOSE WHO MADE ONE DOLLAR IN SUPER BEAR MKT THAN THOSE WHO MADE ONE MILLION IN BULL MKT ! ^V^
I KNOW LOTS OF TA BUGGERS R WAITING 4 MY HOLLAND CALL 2 SHOOT ME DOWN..HA HA..THE BEST PART WAS , THEY HATE ME BUT STILL LIKE 2 VISIT MY BLOG 4 TIPS DESPITE BEING SHAMED BY UNCLE SAM, HA HA..THIS IS SOMETHING I CANT BUY WITH MONEY ! HOW GREAT THIS FEELING WAS ^V^
I STILL REMEMBER SOUR COW N SOUR SENG POSTED THIS COCKY COMMENT IN THEIR BLOG, “WHAT IS SO BIG DEAL OF MAKING $$$$ IN BULL RUN? “, YOH ! ABSOLUTELY RIGHT BROS , BUT THEN HORRR… WHAT ABOUT MAKING $$$$ IN SUPER BEAR MKT ? IS THIS DEAL BIG ENOUGH ? HA HA
WELL, LET SEE HOW BIG IS THIS DEAL? READ D BELOW:-
AFTER 28 FEB 2009 , MY NETT GAIN FROM LOCAL SHARES MKT IS ABOUT RM21,885.00+- N RM17,820.00+- FOR US MKT ^V^ IS THIS DEAL BIG ENOUGH ?
OPPSSS.. I FORGOT SOUR COW N SOUR SENG LIKE TO SAY UNCLE SAM’S ACHIEVEMENT R ALL FAKE ONE ( LIKE WHAT HE COMMENTTED ON MY BANK PASSBOOK ) HA HA…I AM A NICE GUY , I LIKE TO PLEASE PPL ESP THOSE WHO GOT BADLY BURNT BY RECENT BEAR MKT,..OK…SOUR SENG N SOUR COW, MINE R ALL FAKE ONE ! ALL BULLSHITTING ONE , FEEL HAPPY NOW ? I REALLY DON’T MIND TO PLEASE U 2 AS LONG AS IT CAN EASE YR PAIN ^V^
GUYS, D BELOW R ALL FAKE EVIDENCES, READ IT IF U INTERESTED ^V^
**************************************************************************
http://samgang.blogspot.com/2008/07/v-who-said-it-is-impossible-to-make-in.html
http://samgang.blogspot.com/2008/06/v-still-remember-my-posting-of-buy.html
--- On Mon, 6/23/08, LIM Thow Take
From: LIM Thow Take
Subject: ^V^Wanna to be rich like our bro CYT ? ^V^
To: "SAM LIM TT"
Cc: edlamyh@gmail.com
Date: Monday, June 23, 2008, 4:14 PM
^V^
Hi bro..me too..water liu liu... i dont know where is d bottom 4 ytlpwrwb,
but one thing 4 sure, if she ever drop below 0.55, i will trigger my
levels buying button.
In fact, It is good deal at anything around 0.65+- ! if one believe that
ytlpwr will reach 2.50 ( very very conservative forecasting ) in next 10
years , y shouldnt u buy @ 0.65 ? 1.25 +0.65= 1.90 , 2.50- 1.90= 0.60
$$$$$$ almost 100% return !
Though it is now trading @ very water liu liu price, still i prefer to
stay sideline for d time being, cos i got no balls to jump in at
current level, ha ha... It is like Tenaga @6.75+- , buy in stages below
6.00 ?? never reach that level at all !
Hence, 4 Ytlpwrwb , if u want to wait < 0.55, not to say it is impossible
but not that easy also ^V^
CYT, still recalling our sweety IJMWB@0.38 ?? if yr answer is YES , then
i am sure u r waiting eagerly for YTLpwrwb @0.55+- !!!
Once again , for a cash rich blue chip YTLpower to reach RM2.50 in next 5
years is something like telling me yr mom is female ! 2.50 target for
YTLPOWER in next 5 years is VERY VERY VERY CONSERVATIVE !!!
U want 2 be rich in next 5 years ? take a look at YTLPOWERWB !
CYT , 4 ijmwb @0.38, u bought 150 lots , for YTlpowerwb , how many lots u
gonna to enter ? 200lots ?? ha ha..i guess should be more than that !
AA reach 0.80 today , buy ? Very attractive price to enter but still i
foresee she will drop further!
Masteel coming down again ! this one i will reenter @ < 1.40 for trading
play !
2 Bro newbie from darlie singh blog, I put u in my list cos i trusted u
that u will not leak out d above picks to yr backhand master ! dont u ?
SAMGOSS
From: LIM Thow Take [mailto:samltt88@yahoo.com]
Sent: Friday, 24 October, 2008 7:01 PM
To: Ng Sei Boon, Simon
Subject: RE: ^V^Wanna to be rich like our bro CYT ? ^V^
^V^
I didnt buy any shares lately except ytlpowerwb which i swap from my huaan
long time ago.. yan yan yan... keep yr cash., once ytlpowerwb touch 0.35..
use yr fund n buy in, preferable buy in stages.
SAMGOSS
On 2/23/08, LIM Thow Take
^V^
Hi bro..
Thru my observation, I can see there r great support @1.03 for bjcorp, n also..i can see vincent Tan n goldman sachs buying heavily for past one month , FA wise, 2 qtrs giving u 7.5cts, theoretically 2 x 7.5cts giving u = 15cts EPS , @1.03 PE =7+ -
Its debt has been reduced tremendously after d restructuring ! investment in vietnam seems very promising, n also lots of broking house giving its FV =3.00 ! with current huge volume , I think she should fly once mkt recover.
Pls keep this btwn u n me coz i dont want them ( my fans ) take this as "JUMP IN 2 buy " .
Btw, I don't trust Vincent Tan, I trust Goldman Sachs only , seeing d way they bought wowww really GENG !
what say u bro ?
Re: timing
Monday, June 23, 2008 3:50 PM
From:
This sender is DomainKeys verified
"Benjamin Tey"
View contact details
To:
samltt88@yahoo.com
-----Inline Attachment Follows-----
haha, today bjcorp performance seems convincing. Hope is not flash in pan. haha
How much is your average cost? above 50sen?
**************************************************************************
SEE ? I AM NOT ONLY TELLING U D GOOD NEWS BUT OSO D BAD NEWS AS WELL , BJCORP , I DIDNT POST IT IN MY BLOG B4 , IF I DONT TELL, U GUYS WONT KNOW ABOUT IT BUT STILL I POST IT UP HERE , UNLIKE SOUR SENG , HE ONLY TELL U HIS AFTERHAND CALL BUT NEVER MENTION ABOUT HIS HOLLAND PICKS ! HA HA BUKAN SENG ?
SO, AH SENG N AH KOW , IS MY MY GAIN OF RM21,885.00+- N RM17,820.00+- IN SUPER BEAR MKT NOT A BIG DEAL?
TAKE IT EASY AH SENG N AH KOW, like u always said :- ALL R FAKE ONE...OK ? *grin *
HA HA
^V^
97 comments:
Bro sam,
many congrats on the gain in super bear
this is good reminder to newbies and oldies alike hehehe
was waiting for 6742wb below 0.6 but earnings & div announcement trigger another mini-spike
sigh have to wait a bit longer i think
GI looks like hitting your target soon too hahaha
dow was relentless last night, possible rebound tonight? maybe
good luck 2u & us all :D :D
To Samgoss : You using AK - 47 or M-16 this time? Or Bazooka? ^^
I wouldn't be surprised if some TA buggers follow ur picks! ^^
For those who made money, don't forget to help the needy people! ^^
^88^
Sam,
Where is your RESORT?
2 herbert, is there , read carefully ^V^
2 vince, i use 3.6 for conversion rate..all r apprxm only... roughly ard that figure ^_^
2 herbert, is there , read carefully ^V^
Hi Sam,
Pls next time put negative sign to ensure the report more informative..
Hahaha.. talk like boss..
Uncle Sam, Jangan marah ah??
Uncle Sam, u r "Yi Ji Bang"!!!
^V^
Is ok herbert..anyway, cant u see I highlighted there in grey ? n oso type there as unrealised losses ? ...
today mkt is damn artificial , up from down 1 point to up 6 points due to last min push .. do u think it is sustainable ? ha ha
Really great SAM see you can make profit during super bearish period….when the bear keep dragging the bull down….I cam lo…some of my stock in red color…..especially IJM-wb -17% and Muhibah …. -24%, KNM.- 17% Tong Ko Sui in Cantonese haha….Do you see any light on the KLSE for the coming Malaysia 2nd stimulus budget plan coming on 10 of march. Would it help to boost the KLSE…?.Should I hold the stock and wait for the 2nd stimulus budget or cut lost before the second tsunami coming …need your advise… thanks
U shld sell or cut loss on knm n ijmwb( time frame too short n it is out of money liaooo) during d rally of 2nd stimulus budget plan if there any , short term rally from 2nd stimulus budget plan is possible but i dun think it is sustainable, u shld put some serious thought on knm, cos i am quite sure its coming QE would be a bad one ^V^ couple with d serious doubt in its company ac , avoid bro ^V^
No wonder KLCI went up last min.
DJ UPDATE:Malaysia Ctrl Bk Cuts Overnight Policy Rate By 50 BPs - 2009-02-24 18:00:00.0
KUALA LUMPUR (Dow Jones)--Malaysia's central bank slashed its key overnight policy rate, or OPR, by 50 basis points Tuesday - an unprecedented third consecutive cut that caught markets by surprise - to stave off a possible recession.
Hi Sifu Sam,
Are you eyeing any US stocks now?
Example GE.PE 4.94 which i think is water liu liu for a blue chip stock.
I think there are many cheap blue chip stocks in US now as compare to KLCI due to US now 7k+ while KLCI still at 8k+.
Thanks.
Regards,
Eric
Just found this. Any comments Bro Sam?
KNM Group 4Q Net MYR82.6M Vs MYR51.7M
DOW JONES NEWSWIRES
KNM Group Bhd (7164.KU) - Malaysia
4th quarter ended Dec. 31:
Figures are in Ringgit (MYR).
2008 2007
Revenue 851,931,000 318,767,000
Pretax Profit 154,938,000 64,890,000
Net Profit 82,554,000 51,736,000
Earnings Per Share 2.16 Sen 1.41 Sen
Dividend 1.50 Sen 4.00 Sen
12 months ended Dec. 31:
Revenue 2,528,750,000 1,230,116,000
Pretax Profit 453,705,000 215,358,000
Net Profit 336,383,000 188,133,000
Earnings Per Share 8.80 Sen 5.12 Sen
Dividend 1.50 Sen 4.00 Sen
Results are based on Malaysian accounting standards and are unaudited.
- By Kuala Lumpur Bureau; Dow Jones Newswires; 603-26925254
Hi Sam,
Investing is so boring without you.
You prove it again on how to be a winner in shares market.
TQ !
Hi Sam,
congrats to u on d gain in bear market, u're the man!!
Regarding the IJM-wb, i thought it still got 1 yr+ b4 expire, no chance to hit d money in 1 year?
Though not owning... just curious
HI SAM
Thanks on the advise, i will sell in strength....i still new in investing.. Hope to learn more from you..looking forward for your future blogs... vy enjoy and education reading your blog..haha..sometime vy funny..
News on Bank Negara
MALAYSIA’S central bank cut its key rate by 50 basis points to 2 per cent on Tuesday due to rising concern about the country’s economic growth.
Bank Negara Malaysia also cut the commercial banks’ statutory reserve requirement by 100 basis points to 1 per cent effective March 1.
This was the third straight rate cut in as many meetings and came after a shock 75 basis point cut in January.
Six out of 13 polled economists predicted a rate cut of 50 basis points, while seven had expected no change in a Reuters poll. - REUTERS
Uncle Sam, u want to buy ROCK/ BATU boh?? Now at 1.80++.. if he can move then heading to RM4.50++ oh??? I know la!!! u still prefer YTLPOWER baby boy oh!! Haha.. "Grin"
The shares should be accumulated now as Plenitude is trading at a steep discount to its peers and is supported by a decent dividend yield of 6.3 per cent, says OSK
NOW is the best time to buy shares of Plenitude Bhd (5075) , the property developer whose Desa Tebrau township in Johor will soon boast the southern state's first IKEA retail mall, says OSK Research.
Plenitude had just last Friday concluded the sale of 14.97 hectares of land there to the Ikano Group for RM64 million. It had waited almost two years for the authorities to approve the deal.
OSK, in a note to clients yesterday, said this paved the way for Ikano to immediately start the development works of its popular IKEA furniture mall.
The mall is anticipated to be up and running by late 2010 or early 2011, it said.
"With IKEA joining in the ranks with the likes of Aeon Tebrau (operator of Jusco department stores) and Tesco by late 2010/11, plus the upcoming monorail in the township, we are of the view that Desa Tebrau is one of the few townships in Johor that actually boasts the most commercial/investment sense," analyst Mervin Chow said.
These latest developments will be one of the prime drivers to Plenitude's earnings going forward, he said.
He maintained his "buy" call and target price of RM4.77. This suggests a potential 159 per cent upside from its last traded price of RM1.84.
He said the shares should be accumulated now as Plenitude is trading at a steep discount to its peers and is supported by a decent dividend yield of 6.3 per cent.
It has a strong net cash pile of RM176.6 million, with further potential to add another RM55.95 million after the land sale to Ikano.
"Having such strong balance sheet and cash flow will ensure the group (will) comfortably withstand any sales slowdown as a result of the expected downcycle this year," he said.
According to Chow, if the IKEA mall is successfully completed in 2011, it would coincide with an expected recovery of Malaysia's residential property market.
He said the Desa Tebrau township would likely feel the fullest benefit from the resurgence of home-buying activities by then, despite stiff competition in the state.
Property sales in the township accounted for about 27 per cent of the group's 2008 revenue. The township still has landbank of about 242.8 hectares for future development.
"Coupled with its strong ability to ride through the impending storm in 2009, we believe now is the best level for investors to start accumulating," Chow said.
He sees Plenitude making a net profit of RM83.7 million for the year ending June 30 2009, after RM78.7 million in the previous year.
2 herbert, I hv never doubt about plenitude's FA from day one , d question here is..she is really a laggard stock, its boss controlled almost everything ,without his green light , she will never move ! anyhow.. it is definitely a good buy @ current level if u hv patient n holding power ^V^
2 TXA, yes.. on paper , it looks good with its latest QE, but did u ask yrself.. despite its good QE, y there is still lots of sellers dumping their shares ? if u r a risk taker...well pls go ahead, 4 me..i got no balls to put my bet on her..small qty 4 swing trade is ok..but never sailang all yr wealth in this KNM ^V^
2 KC from SS investing .. thanks 4 yr compliment , feel really pai seh..ha ha..2 be very frank , I dont think that my gain from shares mkt is bcos of my IQ or shares knowledge , if u talk about knowledge n IQ , i am sure lots of them r much better than me , it is bcos of my FA method ,as i said, using gun (FA) 2 hunt tiger is much easier than using pillow (TA) 2 hunt tiger ^_^ d key factor here is " right method " !
Talk about d sour theory king ah cow , he might be good in theory analysis , but one must know , theory n pratical is 2 different thingys ! hv u heard about cantonese saying ?>" kong chow tin ha mo dik , choe chow yau sum mo nik ,means talk like unbeatable, when u ask him to do.. all holland ! "
Sorry 4 being cocky here , cant help it , this is my character , i accept no nonsense , what i believe is end results , so far , investsmart is d only FA blogger that can produce proven end results , he has my respect ^V^
sam ur portfolio for local counter got decimal error for avg purchase price,cost per share and so on.hope u can fix it to make us easier to understand.tq
Guys, just bot in 2 lots of TMI @ 3.12 for swing trade ^_^ ( hopefully can make few cts by end of d day) , be prepared to hold if mkt goes against u.
2 Mohd..noted..anyway it is ok... that 's a roughly figure , no need to be so accurate one. anyway, thanks 4 yr alert.
Added another 3 lots of TMI @3.12, total 5 lots in hand ^V^
Forehand call seng ^_^
bot another 5 lots again @ 3.08..total 10 lots in hand ^V^
oni can bot 1.6 lot... huhuu
not enuf bullets maa:)
u jump i jump
HI SAM
I have few thing cant undertand sifu...With the recent announment on the dividen.Why TMI down when TM is rising?.
Is it a good time to enter for TMI...at around 3.0 to 3.12..
2 chioni, 1.6 lots ? at what price ?
May be u can sell o.6 lots @ 3.20+ for safe play..
This TMI is 4 short term trade, try to make some weekend pocket money ..ha ha...
4 those who followed me.. wish u guys all d best..ha ha sour seng n his gang r watching us.. ha ha ha
bot at 3.08 just now. heee
2 raymond , tm up tmi down ? ha ha u oso noticed that ar ? this is one of d reason y I bot in tmi , fyi..tmi 's FA is much better than tm, hence..3.08+ is actually a good deal 4 short term trade.
TMI 's qe will be out by this week , shld be below expectation based on tm's latest qe which has announced yesterday, but then horrr.. i think it has oledi reflected in price liaoo... not that ?
let c ^V^
Sifu should i swap my TM for TMI? ^^ Confuse about this issue la..
Thanks
rhb giving FV of 3.65 ..so high ar ?? 3.20+ to 3.30 more than enuf liaooo..read d below:-
TMI : Dialog’s 4Q results disappoints as well Market Perform
- Dialog’s reported 4Q net loss of SLR3.9bn, bringing full-year net loss to SLR2.9bn. Even after stripping out 4Q impairment provisions of SLR1.25bn, the results would still be below our expectations. Key variances were higher than expected depreciation and interest charges. FY08 revenue and EBITDA were within our estimates.
- QoQ, net loss widened further to SLR3.9bn from net loss of SLR192m in 3Q due to higher depreciation expense (+80.8% qoq, inclusive of impairment provisions) and higher interest expense (+270% qoq). We suspect the high 4Q interest expense could include forex losses as total debt was largely stable (4Q: SLR27.7bn vs. 3Q: 24.7bn).
- We are keeping our earnings forecasts unchanged, pending release of TMI’s 4Q results on 26 Feb. If we were to update our FY08 numbers for TMI with Dialog’s results (excluding impairment provisions), we estimate our FY08 net profit could fall by about 7% (less, if there were forex losses in 4Q).
- Maintain fair value of RM3.65 and Market Perform call on the stock.
KNM : FY09 margin to be under pressure Underperform
4QFY08 Results
- FY12/08 net profit came in within our expectation but below market consensus, accounted for 97% and 85% of our full-year forecast and market consensus respectively.
- Stripping out Borsig, 4Q revenue from existing operations grew by 13% qoq, implying orders appeared resilient.
- No change to our forecasts and fair value of RM0.37. Reiterate Underperform.
IJM Corp : Weak 9MFY03/09 results; Salak toll abolished, Besraya to be lengthened by 12km Underperform
3QFY09 Results
- Excluding RM38m gains from disposal, adjusted 9MFY03/09 net profit of RM198.9m came in within our expectation but missed market expectation.
- IJM yesterday abolished the Salak Toll of its 100%-owned Sungai Besi Expressway (Besraya). The Government also announced that Besraya will be lengthened by 12.3km at a cost RM649m by Besraya in 36 months. There will be a toll at the new stretch.
- We are guessing that the future toll collection from the new toll will compensate for: (1) Income foregone at the Salak Toll; and possibly also (2) The additional investment of RM649m in the new stretch.
- Maintain Underperform. Fair value is RM1.78.
2 jason, read d below if u wanna to do swap:-
TM : Results in line but capital management surprise Outperform (up from MP)
4QFY09 Results/Briefing Note
- 4Q results were within expectations. TM declared a final gross DPS of 14.25 sen, which brought the total DPS for the year to 26.25 sen (gross yield of 7.9%) and net dividend payout to RM700m.
- 4Q revenue jumped 21% qoq mainly due to stronger data revenue (+19.4% qoq) and stronger other revenue (+121.1% qoq) but thanks to operational and financial leverage effects, core net profit surged 38.7% qoq.
- TM has proposed a capital repayment exercise of RM0.98/share (or about RM3.5bn in total) in view of the RM4bn to be received from TMI. The magnitude of the repayment was a pleasant surprise to us and, we believe, investors. We do not discount the possibility that this could be a prelude and linked to TMI’s deleveraging plans.
- We have updated and fine-tuned our earnings forecasts, although the change is insignificant.
- We have raised our fair value to RM3.55 (from RM3.00) after an update in valuation parameters. After incorporating the proposed capital repayment, the stock offers a total potential return of 35.6%. Recommendation upgraded to Outperform from Market Perform.
Samgoss : Thanks for the information sifu. Anyway i have joined the bandwagon at 3.10 (2lots).
Will accumulate a few more at 2nd half! ^^ Lunch time now. See you all at 2nd half!
^88^
Sifu sam,
bot 2 lots at 3.10 just now.
As u said, hope to earn some pocket money for weekend. :)
I am on the same boat. TMI@310
Uncle Sam.. i think Bursa Malaysia owes you because KLCI market volume would be much lower if it wasn't for you and your picks :) Forehand calls like TMI stirs up our excitement in a depressed market like this. Kudos to you and FA! Hope TMI will shoot up in second half today and we can have a good weekend :P
2 david n all, klse 's volume got nothing to do with my call , i am a small fly only , my call is not that influential as u thought.
Chances 4 us to me make $$$ from TMI is quite high, first, we r buying on dip.. second, tmi has strong supporting @3.02 , 3rd) it is one of d taiko bluechip with PE traded < 8 , fourth, it has came down from 6.50 to current level of 3.08+- , we r buying @ almost bottom, any short term rally from 2nd stimulus package will definitely send TMI > 3.20 ^V^
I think TMI will have to go thru a right issue pretty soon, as for PE of < 8, i think it is not possible for this current year. For long term it is still a very good buy.
Just join the wagon. Bought 2 lot TMI at 3.1.
so many ppl join d boat ar ? ho ho ho... jgn jgn this boat landed in a place called holland wor ha ha ha...holland or heaven..let c ..ok ? btw..to minimise my shares exposure , i hv taken profit on sime again , sold 2 lots @ 5.65.
Balance left is now 3 lots .
Yes , right issue is on its way..this could be one of d reason y she slump today.
sam, i also bought 1 lot TMI for short-term trade. the lowest is 3.04, i totally confident on you.
sam,
u say "TMI's qe will be out by this week". how do you find out what date a company's qtr earnings will be released? thanks.
2 ccdev, TMI n TM qe date r d same, tm has announced its QE yesterday noon, hence.. TMI 's qe shld be out by this 2 days ^V^
its qe shld be below expectation , that's we could buy tmi @ 3.08 , current price shld be factored in liaoo....
Woww, TMI closed @ 3.14 liaoo... not bad..we hv about 5cts margin of safety in hand liaooo....
wow.. blavo sam... 4 cents in hand... not bad not bad.. thanks for ur alert...
sifu sam, just asking, y u choose TMI instead of TM?
Haiz sian... Couldn't add more TMI to my inventory. Only managed 2 lots only at 3.10. =(
Never mind tomorrow pancing again! ^^
Good day to all! ^^
After the whole day busy schedule. Just got to know my order for 2 lots of TMI (3.08) that I placed before the afternoon break done. Now closed at 3.14. start making money already. Thanks sifu.
2 all, happy 2 hear that.. my advice 2 u guys..dont be greedy, dont 4get to take profit n sell on rise , I will sell half on strength 2molo..
It is not wise to buy n hold ,if u r able 2 take profit..take it !
We must make it very clear here, TMI is 4 swing trade , i am sure we can make few round like what we did on TNB , just found that EPF is buying heavily 4 past 1 week, read d below :-
Wednesday, 25 Feb 2009
6:04PM Employees Provident Fund Board (716,300 Shares Acquired)
Monday, 23 Feb 2009
5:47PM Employees Provident Fund Board (304,300 Shares Acquired)
Thursday, 19 Feb 2009
7:21PM ACQUISITION OF 51% EQUITY INTEREST IN C-MOBILE SDN BHD
6:46PM Employees Provident Fund Board (1,229,400 Shares Transacted)
Tuesday, 17 Feb 2009
7:37PM RESPONSE TO THE ARTICLE ENTITLED "CURRENCY VOLATILITY TO HIT TMI'
7:31PM INVESTMENT BY CELCOM IN TUNE TALK SDN BHD
Monday, 16 Feb 2009
6:36PM Employees Provident Fund Board (3,345,425 Shares Transacted)
Friday, 13 Feb 2009
5:41PM PROPOSED SALE OF TOWERS
Thursday, 12 Feb 2009
6:50PM Employees Provident Fund Board (2,293,500 Shares Acquired)
Tuesday, 10 Feb 2009
7:20PM TM INTERNATIONAL BERHAD ("TMI")
6:59PM INVESTMENT BY CELCOM IN TUNE TALK SDN BHD
6:40PM Employees Provident Fund Board (3,000,000 Shares Acquired)
Friday, 6 Feb 2009
5:20PM Kuala Lumpur High Court Civil Suit No: D5-22-610-2006
Thursday, 5 Feb 2009
5:57PM Employees Provident Fund Board (1,000,000 Shares Acquired)
Wednesday, 4 Feb 2009
6:08PM Employees Provident Fund Board (1,500,000 Shares Acquired)
Oh, Resort and Huaan earning go holland.. what the sad man... <="=>
Ah Seng Kow!!! Are u the best TRADER of the year 2009?? haha..
Pls show me your be forehand call and the outcome like our uncle sam.. good and bads news oh!!! haha..
By the way, share with you on the defination of trader...
Term of the Day - trader
One who buys and sells securities for his/her personal account, not on behalf of clients.
An investor who holds stocks and securities for a short period of time (a few minutes, hours or days). The goal is to profit from short-term gains in the market. The stock selection is generally based on technical analysis or charting which relate only to the stock price rather than a fundamental evaluation of the company as a business. The IRS offers some tax benefits to traders: they can deduct their interest expense without itemizing, and seminar costs can be deducted as well as home office expenses in connection with investing.
Resort go holland? Dun think so... the loss is due to the Star Cruises Limited (“SCL”) but the operating profit improved qoq.
Sam, what is your opinion on Resort Q4 rpt?
Hi SAM
I not able to bot some TMI 2dy..hai..hope 2molo can buy some..confidence on your call sifu..
Look like resort is going south 2molo with the latest news of loss profit.. What is your view SAM..will it able to trigger your buy button..haha..happy trading
RESORTS World Bhd has posted a net loss of RM388.84 million for its fourth quarter ended December 31, 2008, a reversal from the pre-tax profit of RM344.094 million in the same quarter the previous year.
Revenue in the quarter grew by 16 per cent to RM1,329 million from RM1,141 million previously, it said in a statement today.
The loss was due to the impairment of its investment in Star Cruises Ltd (SCL) of RM781.5 million, the group said.
This impairment loss, in which the cumulative fair value loss of the group’s investment in SCL previously recognised in reserves, has now been accounted for in the group’s income statement, it said.
Excluding this impairment loss, the group’s net profit would have increased by 14 percent, reflecting a better underlying performance of its leisure and hospitality business, it added.
For the year ended December 31, 2008, Resorts World posted a net profit of RM634.4 million, down from RM1.6 billion in the previous year.
Its revenue rose to RM4.9 billion, representing an increase of 12 per cent from RM4.4 billion in the previous year.
The increase was mainly due to the better underlying performance of the leisure and hospitality segment, arising from higher business volume and better luck factor from the premium player business, it said.
The group proposed a final dividend of 4 sen per ordinary share.
Together with the interim dividend of 3 sen, the total gross dividend for 2008 would amount to 7 sen, representing an eight per cent increase from the previous year.
On prospects in 2009, Resorts World said it would be challenging due to the impact of the worsening global economic situation on the leisure and hospitality industry.
The group expects consumer sentiments to be affected by a slowdown in the local economy which may affect visitations to Genting Highlands Resort. - Bernama
sifu sam,
would like to ask u regarding the TM. "TM has proposed a capital repayment exercise of RM0.98/share" .Based on today's closing of around RM3.50, if RM0.98 is to be declare, means the return is almost 33% in a few months time?
then this surely is a great deal rite, as not many investment will have a yield of almost 30% in such a short time, isn't it?
please correct me if i'm wrong. thanks
hi all resorts holder, the losses was due to the impairment of its investment in Star Cruises Ltd (SCL) of RM781.5 mio. Excluding this impairment loss, the group actually would have increased by 14%.
i'm join the boat as well. bought TMI @ 3.060 level this morning.
Gd morning guys,wowww TMI back to our cost liaoo...u ding u ding ....
As 4 resorts, one word 4 her "short term pain , long term gain " , as i said, if mkt goes against us..hold lol ^V^..wont die one ^_^
If TMI or Resorts Holland, Malaysia can become Zimbabwe! :) Right SIfu?
Queuing for more TMI! ^^
3.06 come to papa!
sam,
i park all SIME@5.80 liao.
see if can get some pocket money this weekend^^
Managed to get 1 more lot of TMI at 3.06! ^^ (Total in hand 3)
If tomorrow reach RM 3 buy more! Sifu we fly we fly together. We sink we sink together ba! ^88^
wah...515m Q4 loss ahh....TMI really in deep shit loh....
Tomorrow sure drop liked hell!!!
brother sam, what say?
sifu sam, is it a good buy for RESORT at this time? or, we should wait till it drop <2.00 then only grab it..
Dear Sam ko,
i noticed so many ppl asking you to add their email,although i don't know what is that.Please kindly add my email add to your "whatever" list, because sometime i found it too late to follow your buying footstep. Thk you very much.
hi sifu sam,
i also same here, dont understand why TM can drop when the announced dividend is so high? isnt it shud fly up n high already? y is it dropping?
Dear Uncle Sam,
Do you feel tempting to buy KNM, if he come down to anything below RM0.20 cents??? I'm tempted now.. Haha.. Pls give me advice, ok?? KNM last minute purchase own share oh..
How about u, Ah seng kow?? Your TA approach?? what is the advice.. Wakaka....
TMI latest losses contributed by forex loss, read d below>>
TMI : Potential dilution woes Market Perform
4QFY08 Results/Briefing Note
- FY08 normalised net profit was below our and consensus estimates. The key variance was higher than expected losses by Spice.
- TMI has proposed to undertake a rights issue exercise to raise gross proceeds of approximately RM5.25bn.
- While the gross proceeds have been determined upfront, the basis of the proposed rights issue and issue price for the rights shares have not been fixed at this juncture. This, in our view, was the key negative of the exercise. In mitigation, we believe valuations are not excessive post the rights issue.
- No change to our earnings forecasts. Fair value lowered to RM3.45 (from RM3.65) after an update to our SOP
u can see she got very strong support @ 3.00+- , is recent slump already factored in its price ? I guessyes , anyway..dont do averaging , 3.08+- n 3.02+_ is not much different.
as 4 knm, see ? as i said... avoid ! good earning results also cant stop her from following down, there must be something wrong somewhere.
2 CS, this is share mkt , very unpredictable ^_^ esp during super bear mkt, be it FA or shit stocks, all across d board " Lau SAI" !!
Hi All,
Pls fastern your seat belt ready for March haha...
無論如何，2月份的『好戲』其實皆保留至最後一周。在大馬股票交易所的條例下，不少上市公司必須在2月份結束之前公佈業績表現，成為2月尾的重頭戲。不少市場人士與上市公司的股東皆將焦點放在各大公司的業績表現上，尤其是各公司的盈利漲幅及股息派發。
莊勇仁坦言，隨著一些備受矚目的大公司陸續發放業績報告，不少大公司的財政情況的確令人大跌眼鏡。諸如國家能源(TENAGA，5347，主板貿服股)與IOI集團(IOICORP，1961，主板種植股)所面臨的虧損皆使不少市場人士始料不及。
另外，政府將於2月份的最後一個交易日宣佈我國的經濟成長率，更是本月的最大看點。
詢及對大馬股市3月份的展望，莊勇仁認為下個月的大馬股市將受到兩大因素的影響。其中，政府將針對第二振興經濟配套公佈迷你預算案，相信能稍微起到帶動馬股的作用。除此以外，政界關注的巫統黨選亦會在下個月如火如荼的展開，但會否影響股市則有待觀察。
相比之下，聯昌國際投資銀行研究經理黃大任則相對樂觀。黃氏看好3月份的馬股整體走勢，綜指表現值得期待。他直指迷你預算案的出爐與巫統黨選將為股市帶來刺激因素。
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
聯昌國際投資銀行首席經濟學家李興裕說：「儘管末季的國內經濟成長從第三季的成長4.7%，急速狂跌至成長0.1%。不過，與其他國家，例如泰國、新加坡和香港比較，大馬經濟第四季仍取得0.1%成長，已經算僥倖了！無論如何，大馬經濟成長仍要胥視美國金融業的走勢而定。」
緊接下來，大馬09上半年的經濟成長陷入技術性衰退已是事實，但是關鍵在於萎縮幅度到底有多大。不過，他相信在迷你預算案和國行減息發揮效應下，希望09下半年的經濟可以達到正成長。
「即將揭蠱的迷你預算和國行週二降息之舉，已經或多或少已透露經濟情況已經進一步惡化，相信我國經濟將在今年首季、次季和第三季陷入負成長。」
無可否認，09年的經濟成長已日漸艱苦，白文春維持大馬09年經濟負成長1.5%的預測。
bro sam
tmi with rm5b right issue
need more capital to cushion loss?? or expansion?? or fund overseas venture that's not doing well? don't seem right?
right issue may further dilute plus
name change and re-branding will cost more as well
unsure what they are doing
don't have tmi at the moment
g'luck 2u all cheers
Share market mood is worst then your wife your girl friend! A slight -ve news, down it goes. ^^
Anyway from the looks of it, hard to get Resorts at RM 2 as the support is great at 2.20...
Will reach 2.00 if CI reaches 800! ^^
Even uncle warren also not sure how the economy fair this year...sure lau sai liao....
anyone taking TMI??...tomo sure lau sai again....
Greeting Alfred,
Is your name Alfred Tan? just wondering here... hmm.. is yes then i presume you are one of my boss :)
sifu sam, is it time to buy in ytlpower wb now? i read your blog and you said that you it will buy in when the price is <0.58. should i buy in now in stages or should i wait later. thank you
Hi.I found your blog through cpotrader at cpotrader.blogspot.com.
You guys are real expert! I never knew that we can make money in such a bear market. That's the reason I seldom touch share as I thought shares only for bull market. while in bear run, we cant do anything. however, your portfolio as shown really impressed me. Great job!
Anyway, you never use TA? I thought cpotrader used TA and he recommend you; so, u must be TA expert too. But, it seems that you are FA expert.Funny.
Regards,
Jess
Sold TMI last 2 weeks @ 3.34.
Just bought back @ 2.75 for swing trade. Market suddenly "Lau Sai" but believe TMI will make money when market recovers.
Anyway, who is Ah Seng & Ah Cow?
Regards,
Jess
wah!!!...lau sei until cannot tahan liao !!!...TMI now only RM2.73 !!!!
OMG....my weekend pocket money burn liao !!!....lost rm0.35 per share...uncle sam, what say?? can drop further or not??
TMI big drop today la sifu sam, any specific reason? should i do averaging?
HI Sifu SAM
Wat is your veiw about TMI sifu...TMI start to lau sai 2dy....should we buy more...or hold on the stock last week we bought last week ..2dy TMI very cheap lioa.....down -9%++ scary....also..But i confidence in you :) ..
SIFU,
I just on boat 8 lot TMI 2.735.
Also believe strong FA for this counter and you. No risk No gain , hold them if them go south. Thank you.
Ha ha.. i dun know whether 2 believe this or not... my handphone dropped into water last thursday , d whole damn phone gone , leave me no choice but to change a new one... but then horr.. everytime when i change my HP, d mkt will surely slump after that , that's y i sold off my sime holding last week ( refer to my last week posting ^_^, ^V^...I know it is ridiculous ..is HP got anything to do with shares mkt ? ....yes bro..at first , I also dont believe it ..but this is not d first time liaooo.... in fact , this is d fifth time !
Remember someone asked me whether he shld do averaging on TMI @ 3.00 or not ? I said no ! ..what about now ? still I will tell u "NO " , dont do averaging when mkt is lau sai !
I will leave it there ^V^
order already given to my remisier to buy GI @ 0.40 in stages .... once done..i will post it up here.
Maybe can get more information from here:
http://nexttrade.blogspot.com/2009/03/maybank-tmi-rights-issue-examined.html
Uncle Sam,
Despite market down 20++ point.. KNM still stood like rock and his own purchase share also happen at RM0.365.. Any comment.. seems it can be invest at anything RM0.30.. what do u think, uncle sam?
I think major shareholder of TMI sold off their holding to press down the price so that they are able to subscribe cheaper rights issue. This surely benefit the major shareholder but not minority. Expect the price will still go in weakness before the announcement of rights issue.
TM up today but not for TMI. This indicates that TMI able to pay the debt to TM. As Sifu Sam said, if market go against you, just hold your TMI. Think long term, sure can earn money if you have holding power.
WOwww.. dow plunged 230 points at this moment.. below 7,000 liaoo... I think 0.40 n below 4 GI is reachable 2molo ^V^ yahooo..come 2 papa pls..
as for TMI, whether it is worth 4 long term hold or short term swing..remember..dont do averaging.. dont follow like sour seng on his parkson n citi @ 8.50^_^ . now u see how good is his "when to buy " ! u see ?all his "when to buy " is talk only, in pratical , he doesnt even know when to buy ! bukan ?
Stay tune , once my level buying in GI done..i will post it up here ^V^
Gd nite ^_^
Read what buffet said :-
http://www.cnbc.com/id/29441086/
BUFFETT'S MISTAKES
Buffett admits that "I made at least one major mistake of commission and several lesser ones that also hurt... Furthermore, I made some errors of omission, sucking my thumb when new facts came in that should have caused me to re-examine my thinking and promptly take action."
The mistake of commission: buying a large amount of ConocoPhillips [COP 35.80 -1.55 (-4.15%) ] stock just as energy prices were near their peak. Buffett writes, "I in no way anticipated the dramatic fall in energy prices that occurred in the last half of the year." He still thinks oil will eventually go well above its current $40-$50 range, "but so far I have been dead wrong."
Even if energy prices do rise, "The terrible timing of my purchase has cost Berkshire several billion dollars."
Buffett also reveals that he spent $244 million for shares of two Irish banks that "appeared cheap" to him. At the end of the year, they were written down to their market price of $27 million, for a loss of 89 percent, and they've continued to drop.
****************
See ? WB also making mistake..hence..nothing to shame about if we make mistake in our stock picking, most important is u know how to allocate yr fund ^V^ that's y I said..dont do averaging once yr stock falls ^V^
Opps wait..seng also follow WB to buy conoco philip ! read d below>>
Seng: And I'm queuing at lower prices for a few stocks like Conoco Phillips which Buffett recently bought too ...
18 Nov 08, 11:43
jasonred79: anyhow, i will definitely agree that goldman are better than the others
On Nov 18 2008, conoco philips was traded at USD52+-, it is now 31.00..woww USD 20 dollars gone..20K x 3.6 = >70K losses 4 one lot !!! is this what he means by "when to buy ? " Grin ^V^.
WB also dare not to say he knows when to buy ^V^.. who r u seng ? * grin *ha ha
hi sam, very weird on TMI, it dropped continuously for 5 days... do u hv any comment on this?
Hi Sifu Sam,
ytl-powerwb stand like a rock.hope after its mother dividend ex-date it will drop.plan to buy bac those sold n accumulate more.wat's ur view?thank you.
2 kikilala..yes..i noticed that oso..i am waiting to buy back @ <0.55 in stages also...let c how..
2 GK..seems like someone try to push her down..still d old saying.. no averaging... when time is right, if possible, i will sell them off n buy back at lower price .
Look at GI , up 3 cts despite d DOW slump, u can see how strong she is !0.40 n below..sapu ^V^
hmm....sell TMI then buy back at lower price...
is that mean averaging...no it means take losses n buy back at lower price and if drops further then sell again n buy back at even lower price.
Good idea!!!...
analyst has recommended TM, RESORT and YTLPOWER, btwn, RESORT and YTLPOWER are cash rich, been reading so many report, this are love picks by them.. just to share...
hi sam, will you take up the tmi rights issues if they execute it fast? I have some feeling that they are pushing hard and quickly for this. what's your opinion? thanks!
ze loh !!!
uncle Wen dont want to help out leh!!!
tomo sure die hard hard liao!!!
RUNNNNNNNNNNNNNNNNNNNNNN!!!
2 hwh1, i will consider that but not confirm yet..let see how ^_^
Guys, anyone heard about cheong Peng in dongguan ? know cheong peng is famous of what ? ha ha i will be there 2molo..will be back on monday ^_^
cya ^V^
Ya, i know :)
nice place...
by the way Sifu Sam will you come to Dong Cheng ?? hope i can buy u lunch or dinner
nite nite,
yk
2 yk, thanks 4 yr invitation.. email yr HP to me, if i am free ..i will give u a call ^V^
thanks in advance ^_^
yk make sure you dont forget to give ur number to sifu and meet with a down to earth man like Sam! ^^
About the right issues, according to my remisier maybe public can't subscribe. Don't know true or not.
Till then, Samgoss, enjoy your holiday! ^88^
I just joined the TMI ship.
Here is the prove:
http://ck5354.blogspot.com/2009/03/tm-international-worth-to-buy-or-not.html
Hi Uncle Sam,
I'm Q at USD1.02 for Citigroup now.. Hopefully can be done tonight..
By the way, do you think it is a good buy level?? Thanks Uncle Sam.
sifu sam, watching ALL ENGLAND final? 5 more minutes LCW VS Lin D.
Bro Sam,
Can I have ur email pls. HAve some Question wanted to ask u opinion. Thanks bro.
Hi guys, long time no chat..ha ha..just landed yesterday.. would like to share this >> http://www.royalgardenhotel.com.cn/index_en.aspx with u guys, if u ever drop by in dongguan , spend a night at this hotel, trust me ! it is ichiban ! 6 stars hotel with 3 stars rate ^_^ ( I got special discount thru my china friend over there About RM180+ ) , I heard some 珠光宝气 shots were taken at this hotel also , a nice place ^V^ ...
2 ck5354..nice catch 4 yr tmi... dont 4get to take profit once u see it ^_^..
Congrats herbert 4 yt citi @1.02... dah untung liaooo...
Post a Comment