Stock Alert : Dialog

November 16th, 2017

Dialog : I bought when breakout … and sold at RM2.38, a little too early as it hit new high RM2.44 … now at RM2.30.

Note : I m still positive in Dialog and trading it up. Buy during pullback, sell when surge.

TEH

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综合指数跌破了 1730 – 逆风

November 16th, 2017

吉隆坡股市果然很难“玩”。今天,综合指数终于跌破了 1730点,报收1722.99 点。

现在一起来看看指数日线图。

指数跌破了 1730点,是不是说吉隆坡股市就会从此不振,走向崩盘呢?从图表看,指数的确还有向下再跌的趋势。不过,值得庆幸的是,指数的跌破支撑点是在移动平均乖离线与随机指标在超卖低点发生的。这有助于减低指数下跌的幅度。

从较大的角度看,我们一起来看看综合指数的周线图。

从上图看,吉隆坡综合指数的中期走势并不是太坏。指数只是缺少了力度,不能一鼓作气的上涨而在年中开始回头往下调整。从支撑点与指标来看,这个调整似乎也快要结束了。

目前吉隆坡股市缺乏的是有利的激励因素。股市本身并不具备
崩盘的条件。大家只要注意国外的其他股市,尤其是美国股市。只要一天美国股市没有崩盘,这里都不会有崩盘的危机。当然,在大部分股项都不便宜的情况下,要

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巴菲特每天看500頁的書!向億萬富翁學4個閱讀好習慣

November 16th, 2017

 如果你經常逛YouTube,那麼可能看過泰‧洛裴滋(Tai Lopez)的影片。他發布一系列自我成長、賺錢技能相關的影片,成功因此從破產翻身成億萬富翁。

他曾說,消化、運用資訊的能力,就是他享有成功的關鍵因素。但這項技能並不是在大學學到的,他19歲就輟學,每天閱讀一本書、並在線上讀書會中推薦值得閱讀的書,練就一身功夫。

洛裴滋並不是特例,許多億萬富翁都把閱讀視為他們致勝的優勢。巴菲特(Warren Buffett)就曾透露自己每天閱讀500頁,知識才會如利息一般累積。比爾‧蓋茲(Bill Gates)和馬斯克(Elon Musk)也是,前者每周讀一本書、後來也說是閱讀讓他造出火箭。

想要像這些億萬富翁一樣閱讀、快速吸收資訊,你可以採取以下這四種策略:

一、依書封挑選書

億萬富翁選書相當謹慎,你絕不會在他們的書架上找到「格雷的五十道陰影」或八卦雜誌。要區分一般人和億萬富翁的

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国行设限本地持股30% 外资保险或并购上市

November 16th, 2017

15/11/201718:44(吉隆坡15日讯)根据马来西亚国家银行设下的期限,外资保险公司在2018年6月之前必须脱售至少30%的持股比率,这项要求或促成友邦保险(AIA),大东方(GREAT EASTERN)和保诚(PRUDENTIAL )将在马来西亚证券交易所上市。联昌国际证券研究公司周三表示,这一要求的执行可能导致保险行业发生大量的并购活动。“除了向当地战略股东出售股份以满足要求外,我们认为外资保险公司可能会追求IPO。它表示,这项政策对投资者是正面的,但对现有的保险股不利。联昌国际研究指出,对于整个行业而言,外资保险公司在马来西亚证券交易所上市,特别是对三大巨头而言是积极和正面的,因为这将显著它们能够借此扩大保险业的规模。“但是,我们认为这将对现有保险股造成负面影响,因为其流动性可能会因此而流失。”联昌国际研究公司认为,这份报告纯粹是一种分析,旨在探讨外国保险公司在马来西亚

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MSCI亚太指数半年调整.雀巢、实达、齐力入榜

November 16th, 2017

2017-11-14 17:34
MSCI亚太指数半年调整.雀巢、实达、齐力入榜

摩根士丹利国际资本指数(MSCI)今日宣布马股额外3家公司纳入其亚太指数,包括雀巢、实达集团及齐力工业,它们在“黄袍加身”后的股价表现回异;雀巢创历史新高峰、实达集团价量齐扬、齐力工业则套利回落。

(图:法新社)

(吉隆坡14日讯)摩根士丹利国际资本指数(MSCI)今日宣布马股额外3家公司纳入其亚太指数,包括雀巢(NESTLE,4707,主板消费品组)、实达集团(SPSETIA,8664,主板产业组)及齐力工业(PMETAL,8869,主板工业产品组),它们在“黄袍加身”后的股价表现回异;雀巢创历史新高峰、实达集团价量齐扬、齐力工业则套利回落。

非成份股
无法激励综指

分析员普遍认为,这对整体马股可带来略为正面的发展,随着更多大马公司纳入亚太指数,预料一些国内外基金经理将相应调整投资

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索罗斯沽科技巨擘股份

November 16th, 2017

 15/11/2017   

对冲基金名宿索罗斯的家族投资旗舰索罗斯基金管理公司公布上季持股组合变动,减持多间科技蓝筹,包括苹果丶Facebook丶Twitter与Snap。

根据公告,索罗斯减持1700股苹果与155万股Snap;持有的Facebook股数由47.6713万股降至10.9451万股。索罗斯也减持Twitter股份与债务。

另外,索罗斯增持通用电气丶通用汽车丶金宝汤与甲骨文股份。

巴非德出售IBM

另一方面,股神巴非德旗舰巴郡披露上季持股组合变动,包括出售国际商业机器(IBM)丶增购苹果股份,以及首度持有美国银行股权等。

根据公告,巴郡在第三季内出售1700万股IBM,相当於原有持股量的三分之一。同时,该公司购入390万股苹果,令到持股量升至1.34亿股。

另外,毕非德旗舰首度披露持有6.79亿股美银。巴郡持有的富国银行股份数量,期内轻微减少。

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Evergreen oh Evergreen

November 16th, 2017

Results

In Line. 9M17 core net profit of RM35.6m (-37.3%) came in within our expectation, accounting for 75% of our full-year forecast.

Deviations

None.

Highlights

QoQ: 3Q17 core net profit rose by 59.6% to RM15.3m, due to (i) higher revenue generated from the commercial run of the new particleboard plant in Segamat; and (ii) absence of plant shut down (recall, Evergreen took the

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Bursa staged Mild rebound early Wednesday

November 16th, 2017
KUALA LUMPUR: Blue chips arranged a mellow bounce back early Wednesday following two earlier days recently offering weight, with customer stocks and Genting Malaysia supporting the FBM KLCI. 
Be that as it may, what is most on financial specialists’ brains are whether the KLCI hang on its additions or go under one more day generally offering which does not forecast well for Bursa Malaysia. 
At 9.21am, the KLCI was up 2.59 focuses or 0.15% at 1,736.20. Turnover was 279.74 million offers esteemed at RM106.11mil. There were 138 gainers, 1779 washouts and 269 counters unaltered. 
Asian stocks slipped on Wednesday after weaker raw petroleum costs incurred significant injury on Wall Street, while the euro kept enormous increases in the wake of getting a charge out of a lift from vigorous German financial development, Reuters announced. 
MSCI’s broadest file of Asia-Pacific offers outside Japan was down 0.16%. Australian stocks dropped 0.48% and South Korea’s KOSPI shed 0.5%. Japan’s Nikkei lost 0.8%. 
Reuters likewise announced US oil costs tumbled on Wednesday, proceeding with Tuesday’s slide after the International Energy Agency (IEA) cast questions in the course of recent months’ story of a fixing fuel advertise. 
US West Texas Intermediate (WTI) unrefined was at US$55.10 per barrel, down 60 pennies, or more than 1%. 
Kenanga Investment Bank Research said marker astute, the MACD stays beneath the Zero-line in a descending pattern, and it still can’t seem to perceive any indications of important recuperation in the close term. 
“Yesterday’s turn additionally decreased the specialized picture with the standpoint one-sided on the drawback. 
“Since the list amidst testing the help level of 1,733 (S1), a definitive breakdown could see the file inclining lower towards 1,727 (S2). In the mean time, the protection levels are 1,750 (R1) and 1,765 (R2),” said the examination house. 
Remote assets were net purchasers on Tuesday at RM181mil however nearby establishments were net merchants at RM196mil. 
Concerning purchasers Nestle rose RM1.38 to RM92.68 with 16,300 offers after it was added to the MISC Malaysia record with impact from Nov 30. Carlsberg fell 26 sen to RM15.16. 
Dutch Lady added 40 sen to RM60.60 and BAT 22 sen to RM39.86. 
Hap Seng Consolidated and Paramount added eight sen each to RM9.45 and RM1.81 while Muhibbah and Scientex added seven sen each to RM2.86 and RM8.80. 
Genting Malaysia was up six sen to RM5 and Old Town additionally climbed six sen to RM2.59. 
PMB Tech lost 15 sen to RM3.90, Petron 14 sen bring down at RM12.12, Petronsa Dagangan 12 sen to RM23.60 while KL Kepong was down 10 sen to RM24.40 and Lafarge five sen down at RM6.65.

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e-meeting : Is it time to buy?

November 16th, 2017

Selldown : Is it time to buy?

Wed, Nov 15, 2017 10:00 PM – 11:00 PM +08

 
Please join my meeting from your computer, tablet or smartphone.

https://global.gotomeeting.com/join/191674117


Tonight … I will share some of my criteria of buying. Yes, I sold many yesterday … some 2-3 days ago … awaiting for today’s selldown.

So … now, in cash position … is it time to buy?

Instead of blog about it, as usual… I prefer an e-meeting (will be recorded but not shared).

Join me if free tonight …

TEH

 

 

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DAYANG (5141) 達洋企業 – 油气股第一份研究 (6) Dayang

November 15th, 2017

Monday, 23 January 2017油气股领域 (6)5141 Dayang 达洋    5073 Naim     7108 Perdana这一篇关注Dayang。跟SKpetro 比起来, Dayang 就属于州级的油气公司了,主要是业务在油气业下游-船务。它跟砂劳越政治有关。由于控制权在Naim,理论上Naim主导了Dayang和Perdana。Naim 据说是属于白毛家族,阿得难是白毛的妹夫,阿得难上任后极力要求国油给砂州更多的工程,那是有利于这些公司的。可是,现在阿得难走了。新上任跟白毛没有家族关系,会不会为白毛想呢?这是一个大问题。

大致来说, Naim 持有 Dayang 1/3 的股份。 由于2015年Syariah 的问题,所以Tabung Haji 卖出了股份。导致Dayang持有高于33%的股份,最后引发了献购,导致了Dayang 持有

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