Thursday, December 30, 2010

狭隘的政治目的

政府首席秘书西迪违反一般的礼节,在没有事先知会雪州大臣的情况下,就透过媒体擅自宣布擢升古斯林。国阵中央急于夺回雪州,为了狭隘的政治目的.

Najib & BN Govt should respect the Voter's rights in choosing the Pakatan Rakyat State Govt.
It's a shame by using 'sabotage' tactics to destroy the current Selangor State Govt and neglected the interest of the people of Selangor.

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Malaysiakini.com

雪州号召集体祈祷展现民众力量

受促召开紧急州议会否决古斯林


雪州秘书人选风波继续延烧,虽然雪州苏丹秘书声称获得苏丹首肯的争议性雪州宗教局总监古斯林(Mohd Khusrin Munawi)铁定出任州秘书,决定不能受到质疑;但是雪州政府却丝毫不肯让步,并号召在全州举行集体祈祷会,试图透过汇集群众力量,作为与联邦政府博弈的后盾。

另一方面,雪州议员助理协会也促请雪州政府召开紧急州议会,以动议否决中央政府插手雪州事务,委任古斯林为雪州秘书,避免古斯林成为雪州民联政府的肉中刺。

该会主席阿都拉查声称,必须召开紧急雪州议会来保护雪州人民的利益,以阻止巫统及国阵利用皇室来夺权雪州政权。

原任秘书3月20日才退休

此外,雪州政府也驳斥雪州苏丹秘书莫哈末慕尼尔(Mohamad Munir Bani)归咎雪州政府太迟提呈州秘书人选填补州秘书空缺的说法。

雪州大臣秘书法依卡发表文告指出,没有任何条文规定州秘书的委任必须在在某个期限内进行,更何况原任州秘书蓝里玛目的任期本来是到2011年3月20日才截至。

获得政府首席秘书西迪擢升为雪州秘书的古斯林的任期是在明年1月1日生效。

邓章沁领导三人遴选委会

法依卡也指出,雪州政府早在11月27日,根据公共局服务惯例,成立遴选州秘书的委员会。有关的委员会是由雪州议长邓章钦以及两名行政议员,即哈山阿里及西维尔所组成。遴选委员会并对6名获得州秘书办公室及人力局所推荐的候选人进行面试。

遴选委员会较后拟出入围者的名单,而雪州大臣也在12月17日把有关的名单呈交给雪州苏丹,以填补州秘书一职。

开启透明遴选高官的风气

雪州政府指出,虽然成立遴选委员会并非是一项硬性规定,但是民联政府已经开启了透明、自由及负责任遴选高官的风气,州务大臣并未使用本身的特权遴选高官。

雪州民联政府也对州秘书人选出现争议感到遗憾,并认为一些有机心者为了达到本身的政治目而利用皇室。法依卡点出,古斯林担任州秘书的风波,是接踵在巫统宣布首相纳吉继续执掌雪州巫统之后发生。

雪州民联也要求雪州人民保持冷静,勿做出任何无法协助寻找最佳解决方案的挑衅言论。

大臣官邸明日傍晚集体祈祷

雪州民联政府也鼓励回教组织及非回教组织,在州内根据本身的信仰进行集体祈祷,祷求上苍赐力量及智慧给雪州苏丹及雪州领导层以解决这项误会。

雪州大臣卡立已经在其面子书上,邀请民众前往大臣官邸,出席明日傍晚6点半所举行的祷佑雪州安宁集体祈祷会。

Tuesday, December 14, 2010

基金輸錢 但基金經理可發財

基金輸錢 但經理可發財
2010年12月14日

【明報專訊】有一個晚上,我和一伙豬朋們聚會,席間說及某位著名股評人,我說:「他寫得頗為不錯,而且在進步。」請注意我的用辭,是「頗為不錯」,而非「很好」,雖然,這評語在我的口中,已是很不容易的了。我的用辭一向精確,但常常遭人斷章取義,也是很沒奈何的事。

朋友的回答是:「這位仁兄成立了一個基金,在金融海嘯時輸光了。」

我再答:「我知道他在金融海嘯後買了樓,證明他發了財。沒有可能基金執笠,而他則發財,第一個解釋是他買的股票和基金買的不一樣,第二個解釋是他在基金中偷了錢,而這兩個解釋是等價的:如果他不是在基金中偷錢,為甚麼他會和基金買不同的股票?」

通常由周顯大師說出來的答案,就是結論,而且是定論,就像是終審庭的判決,不能推翻,除非是人大釋法啦!

經理收「出場費」 眼光未必出眾

這故事又一次證明了我在《周顯發達指南》中的名句:「買基金的是豬」,因為買股票買錯了,只能怨自己的眼光不好,但是基金買錯了,是給別人害死,這 好比找人代打麻雀,這個人可能牌章比你還差,也有可能偷籌碼,也有可能同其他一至三家串通打籠通,而且他還收你「出場費」,這樣那樣之下,倒不如自己落場 打好過了。

既然「買基金的是豬」,政府和銀行強sell基金,也就有如焗賭。而在中國的傳統文化當中,「焗賭」是比「強姦」更為嚴重的罪行,所以我們可以說,政府和銀行「輪姦」了香港市民,這應該是恰當的說法。

另外,這篇稿打至半途,電腦無故關機,因此再寫了一遍,寫得好痛苦也。

撰文:周顯

Monday, December 13, 2010

KINSTEEL & PERWAJA SELL DOWN BY MAJU HOLDING

Kinsteel & It's subsidiary Perwaja is facing heavy sell down by shares in Maju Holding.

Both shares price started to fall from end Nov untill today closing. A check from Bursa indicated that all shares are sell down from Kenanga pledged securities accounts for Maju Holding.

Is this a force selling by Kenanga ? Has the force selling completed or more to come ?

IF investor in this 2 counter has cut loss strategy in place, then the losses will be caped at higher price level then now.

Changes in Substantial Shareholder's Interest Pursuant to Form 29B of the Companies Act. 1965
Reference No CU-101213-2D816
Company Name
:
KINSTEEL BHD
Stock Name
:
KINSTEL
Date Announced
:
13/12/2010

Name
:
Maju Holdings Sdn. Bhd.
Address
:
Level 21, Maju Tower, 1001 Jalan Sultan Ismail, 50250 Kuala Lumpur.
NRIC/Passport No/Company No.
:
40444-V
Nationality/Country of incorporation
:
Malaysia
Descriptions
(Class & nominal value)
:
Ordinary Shares of RM0.20 each
Name & address
of registered
holder
:
Kenanga Nominees (Tempatan) Sdn. Bhd.
(Pledged securities account for Maju Holdings Sdn. Bhd.)

Details of changes
Currency
:
Malaysian Ringgit (MYR)

Type of transaction
Date of change
No of securities
Price Transacted ($$)
Disposed
26/11/2010
110,000

Disposed
29/11/2010
384,100

Disposed
30/11/2010
168,000

Disposed
01/12/2010
671,800

Disposed
02/12/2010
436,100

Disposed
03/12/2010
1,850,000

Disposed
06/12/2010
2,440,000

Disposed
08/12/2010
2,283,900

Disposed
09/12/2010
3,110,000














Circumstances
by reason of which change has occurred
:
Open-market sale.
Nature of
interest
:
Direct
Direct (units)
:
176,368,700
Direct (%)
:
18.59
Indirect/deemed interest (units)
:
0
Indirect/deemed interest (%)
:
0
Total no of securities after change
:
176,368,700
Date of notice
:
10/12/2010

--------------------------------------------------------------
Changes in Substantial Shareholder's Interest Pursuant to Form 29B of the Companies Act. 1965
Reference No PH-101213-52964
Company Name
:
PERWAJA HOLDINGS BERHAD
Stock Name
:
PERWAJA
Date Announced
:
13/12/2010

Name
:
Maju Holdings Sdn. Bhd.
Address
:
Level 21, Maju Tower
1001 Jalan Sultan Ismail
50250 Kuala Lumpur
NRIC/Passport No/Company No.
:
40444-V
Nationality/Country of incorporation
:
Incorporated in Malaysia
Descriptions
(Class & nominal value)
:
Ordinary shares of RM1.00 each
Name & address
of registered
holder
:
Kenanga Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Maju Holdings Sdn. Bhd.

Details of changes
Currency
:
Malaysian Ringgit (MYR)

Type of transaction
Date of change
No of securities
Price Transacted ($$)
Disposed
02/12/2010
50,000

Disposed
03/12/2010
70,000

Disposed
06/12/2010
127,200

Disposed
08/12/2010
300,000

Disposed
09/12/2010
474,200






























Circumstances
by reason of which change has occurred
:
Open-market sale
Nature of
interest
:
Direct
Direct (units)
:
23,978,600
Direct (%)
:
4.282
Indirect/deemed interest (units)
:
365,416,500
Indirect/deemed interest (%)
:
65.253
Total no of securities after change
:
389,395,100
Date of notice
:
10/12/2010

Remarks
1) Notification received on 13 December 2010

2) The direct interest of 23,978,600 shares are held by Kenanga Nominees (Tempatan) Sdn. Bhd. pledged securities account for Maju Holdings Sdn. Bhd.

The indirect interest of 365,416,500 shares comprise of:
(a) 209,100,000 shares held by Kinsteel Bhd
(b) 30,000 shares held by MH Consultancy Services Sdn. Bhd.
(c) 356,500 shares held by Ipmuda Berhad
(d) 30,000 shares held by Edaran Maju-Muda Sdn. Bhd.
(e) 2,020,000 shares held by Equal Concept Sdn. Bhd.
(f) 153,880,000 shares held by Kenanga Nominees (Tempatan) Sdn. Bhd. pledged securities account for Equal Concept Sdn. Bhd.

Saturday, December 11, 2010

Window of Opportunity for Share Speculator

Malaysia is at a very dangerious position now as Najib Govt has opt for BIG SPENDING ON MEGA PROJECTS instead of the Policies Reform on the many structure weakness in our economy policy.

We may see Malaysia GDP improve in next 1 or 2 years, but we risk the Country going bankrupt in year 2020.

The out look for Malaysia Economy will not be good & this short term benefits & Feel Good sentiment is actually an opportunity of window for market speculator. ( from now to next GE)

Series of M&A, Corporate deal in GLC will help to push up market volume & indexes, attract more market participation, retail & institution.

Market timer, trend follower will be the main winner, Long term buy & hold investor will be the loser.

Enjoy the party, make more profits, then don't forget to exit the market when the party end.

Thursday, December 02, 2010

Keck Seng : Is Bonus Issue A Bonus ?

After making a huge gain from disposal of Parkway, many investor expect Keck Seng to announce some good news.

Keck Seng finally announce it will giving out bonus issue of 1 to 2 in it's latest announcement.

It's share price has react positively to reach all time high of 6.50 in Wed.

Bonus issue actually is not bonus to investor, it has in fact increase the share base of the company but the market cap is still the same. it has 0 effects on the value of the company.

But i still 'hold' on to Keck Seng, hopefully the real GOOD news will be announce later.