Monday, August 23, 2010

ASIA, ASEAN, PROPERTY, STOCK, COMMODITY

The US & Europe led advance economy is remained low growth.

The US's Fed continue it's loose monetary policy & continue the almost zero interest rate & export it's cheap cost USD.

The Chinese Govt has started to reduce their USD holding & diversify into other countries' currency. Who dare to hold USD anymore !

The hedge fund or speculator can easily borrow USD with low interest rate & invest in emerging market, esp China led ASEAN.

Now we see the inflow of western cheap, hot fund into ASEAN+3 property & stock market.

The play up the property in ASIA ( esp South East Asia ), Chase up Equity.

The inflow of this hot money will kick-start a BULL run in ASEAN.

IF YOU ALREADY HAVE A POSITION IN STOCK,

'LET THE PROFIT RUN ' is the BEST STRATEGY.

Thursday, August 19, 2010

Jamal was removed from 988 morning Talk Show- FURIOUS

Jamal was removed from this popular morning talk show.

The main reason was : 'FREEDOM OF SPEECH'.

HE ALWAYS SPEAK OUT THE PEOPLE'S VOICE TOWARDS BETTER GOVERNANCE, DEMOCRACY & JUSTICE.

THIS IS A POPULAR TALK SHOW AMONG THE CHINESE COMMUNITY.

NOW HE WAS REMOVED DUE TO POLITICAL INTERVENTION.

'FURIOUS' BEST DESCRIPT MY FEELING NOW.

WE DO NOT HAVE THE POWER TO STOP THIS HIDEN HAND OF THE RULING BN GOVT,

BUT WE (THE RAKYAT) DO HAVE A POWER TO CHANGE THE GOVT, BY VOTE

Tuesday, August 17, 2010

Some thought on 'Dividend' on Icap.biz

Should or should not Icap distribute 'Dividend'

I dont think majority of the shareowner like 'discounted Price', I believe even TTB don't like it as well. This is the reason why he conducted the Investor days & introduce Value Investing this year.

The widening gap between NAV & Market price shown that many shareowner not welling to hold a shares for long term that receive nothing, illiquid & still facing the investment risk.

Should minimum dividend payment proposed ?

I believe a small dividend will not affect the performance of the fund ( Icap hold a lot of cash), yet it will give some attraction for some shareowner to hold on to their shares for longer term.

This will help to close the gap & give confidence to the existing shareowner & the investing public on the fund.

A premium to the existing fund also means that a shareowner can exit the fund with better profits if the need arise.

A high NAV is only an illusion if no distribution of profits to the shareowner.

Saturday, August 14, 2010

One Day Trip to ICAP AGM & Investor Day


video

video

This year's Icap AGM & Investor's day attracted a big crowd of people, an success & meaningful event.

This is an attempt by Icap to educate the investor on Value Investing, a proven excellent investing Philosophy.

Among the issues highlighted by the shareowner of Icap are:-

  1. The status on Icap invest in overseas market
  2. The appointment of Integraz CEO on board of Director
  3. The widening gap of Icap's NAV & Market price
  4. The issue of dividend policy on Icap

Wednesday, August 11, 2010

Waiting for A Surprise - NEM Implementation

Now Najib's administration is at a cross road, they are either go ahead with the economic reform or do nothing & surrender to the UMNO's conservative warlord.

Now there are too many issue against them:-
  • The Chinese do not believe in UMNO & BN for reform.
  • FDI drop drastically & local fund continue to flow out to other countries.
  • The Govt in power are facing difficulty in attracting voter.
  • Malaysia's economy deteriorate & coming years economy not likely to be good.
To break all this negative factors, Najib's Govt is in a cross road & the only things that he need to do is to reform, for the nation & for his Govt survivor.

Watch up for Sept's NEM announcement !
IF, A BIG IF, Najib can push tro A real NEM reform, then Our Bursa will SURGE !
THE BN GOVT THEN WILL SURVIVE.

Monday, August 02, 2010

Expect more upside as Hot Money started to play

After 2 months of fear story, now the Cheap Hot Money started to move to Asia, including Malaysia.

While this may be a short play for Malaysia, but at least a good news for those accumulated at low 2 months ago.

This up trend will be small for Malaysia, but expect more excitement for those invested in HK market.

The return will be good for investor in HK.