Saturday, July 26, 2008
IF A SIMPLE GOVT POLICY FOR ALL GOVT OFFICE TO USE NATIONAL CAR (PROTON) DECIDED BUT CAN NOT BE IMPLEMENTED DUE TO RESISTANCE.
WHAT POLICIES FOR DEVELOPMENT CAN THE EXISTING GOVT IMPLEMENTED FOR THE COUNTRY !?
THIS JOKE TELL US, THE RAKYAT, THE EXITING UMNO LED GOVT IS INCAPABLE.
Thursday, July 24, 2008
The market's sentiments & prospect still weak. Not to be optimistic yet.
Yesterday we saw the Index up 30 point and market volume surge to 656 mil shares. Is this the panic buying ? Why the buyer suddenly find our market attractive ? or This is a TRAP to push up the share price for them to exit at higher price ? (for the Foreign and Local Funds, they just can't EXIT in such low volume, no buyer market)
ALMOST ALL INVESTOR or PUNTER HAS LOSE INTEREST IN BURSA,
The political uncertainty is here to stay and will not end in short term . I certainly hope it will not getting worse.
The Malaysia economy is slowing down due to Increased Inflation.
Credit tightening by Banks & Major supplier will affect cash flow for many businesses.
Consumer cut spending.
ANY BUYER FOR SHARES IN BURSA MALAYSIA ???
Just to be cautious, advisable to take a break in this 2-3 months, at least.
Wednesday, July 16, 2008
I have written a post in May 17th (Political Risk-Cut or Hold) to alert all on the political risk we face in Malaysia. Since then I have cut half of my stock.
Unfortunately or fortunately I have run earlier, the Political Drama turn to the ugly side, Anwar has been arrested today by Police ( or UMNO Govt).
Just to be cautious, this is NOT the End but just a Beginning for the Worse depend on the political development in next few weeks.
WILL KEADILAN MOBILISE IT'S SUPPORTER TO CHALLENGE UMNO ?
WILL THE CONFRONTATION BETWEEN UMNO & KEADILAN GETTING OUT OF CONTROL ?
The bad news for investors is; ON TOP OF OUR OWN INTERNAL PROBLEM, There is the EXTERNAL GLOBAL BEAR MARKET.
CASH IS KING .
The Value Investor is waiting for this down trend to hunt for Good Value Stock. If you apply the Concept of Margin of Safety, buy a good fundamental stock at 'CHEAP' price, you will be rewarded in the long run.
BUT YOU BETTER BE SURE THAT YOU KNOW HOW TO DETERMINE WHICH COMPANY IS A 'GOOD FUNDAMENTAL STOCK' & WHEN IT'S CONSIDER 'CHEAP'
Sunday, July 13, 2008
|Malaysiakini : |
Another senior immigration officer nabbed for corruption
|Jul 12, 08 1:04pm|
The Anti-Corruption Agency (ACA) has nabbed another senior Immigration Department officer to assist in their investigations into alleged graft involving the issuance of visas for foreign workers.
MCPXThe 54-year-old officer was brought to the court in Klang at 11.45am today and placed under five-day remand by Magistrate Zarifah Zainal Abidin.
Also remanded was his 59-year-old brother-in-law for his suspected involvement as an intermediary in the scheme in Selangor.
Bernama was told that the duo were picked up yesterday when the officer was at his office in Putrajaya at about 3pm while his brother-in-law in Negeri Sembilan.
This comes hot on the heels after the arrest of Immigration Department director-general Wahid Don (left) and six others for similar offences.
At a press conference yesterday, ACA investigations director Shukri Abdull said a director-general of government department, who is a Datuk, was detained last night at his house in Damansara.
The arrest is LONG OVERDUE as everyone know the IMMIGRATION DEPT is the most corrupted department for MANY years. However it's still Better Late than None!
As a citizen, I HOPE the ACA will ACT on JPJ & PUSPACOM soonest possible for they are known to everyone is another 'Most Corrupted Department'
Tuesday, July 08, 2008
In fact, Malaysia is the least affected Market.
The Asian Market is being dump by Foreign Fund today, Hong Kong is the worst market today for it has the highest number of Foreign Funds.
If you are NERVOUS,
is time for you to read this book : INTELLIGENT INVESTOR .
ON 'MR. MARKET'
AND 'MARGIN OF SAFETY'
Thursday, July 03, 2008
Today Bursa suspended the whole day due to 'Hardware failure'.
Market news is saying Bursa stop trading is due to FOREIGN FUND PREPARE TO SELL DOWN THE MARKET.
If this is true, then they are 'panic selling' or 'Take advantage to profit from Market'
I believe their main purpose is to take advance to profit from an unstabilised market, & they will succeed due to the following factors:-
- The volume in Bursa Malaysia is thin. They just need to throw a portion of their shareholding to push down the Market.
- The political uncertainty & face -off between Keadilan & Umno make market participant nervous, market confidence & sentiment is at lowest level.
- Global bear market, Inflation fear, high Oil price scare off Investor to enter market.
The same person ( Foreign Funds) will wait at the bottom to pick-up good undervalue stocks.
SURE OR NOT ???
Wednesday, July 02, 2008
從各方面看，蒙牛都最大條件成為最後霸主︰一、經營能力業內最強。去年純利率4.39%，同業伊利去年虧損1.14 億元，光明乳業純利率僅2.59%，輸給蒙牛，表明公司有能力加價、品牌具威力。事實上，公司在液體奶的巿場佔有率，已由前年36.2%提升到40.7%；二、財力穩健，截至去年底，公司有淨現金19.47 億元人民幣。
去年業績顯示，雨潤的營運效益正不斷改善︰一、營運成本佔收入比例由7.1% ，下跌到6.3%；二、存貨周轉日減少13 天，應收帳周轉日減少4 天；三、產品種類由980 種增加至1170 種，能滿足更多不同需求；四、分銷渠道中，成本最高的第3方分銷商，所佔比重由41.5%下跌到34.7%；五、截至2007年底，雨潤生豬屠宰產能增加385萬頭，達1400萬頭，下游深加工肉製品年產能達21.8萬噸，較06年增加5萬噸。
Tuesday, July 01, 2008
I hope this is not just a dream:-
1) The fighting between Keadilan & Umno will be short and settled by end of the year. This political crisis have to be solved FAST enough to minimised the damaged done on Malaysia Economy.
2) A new MCA leadership must be brave enough to abandon UMNO, joint hand with Pakatan to rebuild a better Malaysia.
3) The new Malaysia Government is a pragmatic Govt that formulate policies only on MERIT, PRODUCTIVITY & EFFICIENCY.