Timing & Risk! Risk! Risk!

Equity & Property investment is all about Timing! Timing! & Timing!

The timing for equity investment now is bad. The chances for winning is so low that investor should just forget about shares now. Better to enjoy Movie/TV, traveling or Reading.

The risk is much higher now, you have global financial problem to worry like Euro zone & US debts problem.

You have property burble in HK & China to worry.

In Malaysia, the investment risk is not much better, due to political fights between PKR & UMNO & Economy slowing down in 2012-2013.

Now we have witness how the entire Govt mobilize the forces to attack the organiser of 'Bersih 2.0', this political drama & HEAT between UMNO & Pakatan Rakyat will get worsen when the next 'General Election' just around the corner, by this YEAR END.

Market News for Ho Hup Construction & Lion Ind.

This week we have 2 market news, one is Ho Hup Construction and the other one is Lion Ind.

My friend has told me that his friend ask him to buy Ho Hup because they has won a legal case that they can now to develop a land in KL that worth billions.

It's important to note that, yes! they has won the case, but this is only for the termination of the joint venture, not an extra land suddenly given to them, the land is always in their book, & most importantly this does not alter the fact that Ho Hup is still a -20 sen shareholder's fund PN17 company. Do you want to use 0.80 to buy a negative NTA PN17 company ?

A BIG NO! NO!


For Lion Industries, The news of Baosteel being a strategic partners is indeed a Very Good News for Lion Group. Investment from Baosteel will instantly solve partially of the Financial problem faced by Lion Group and unlock the value inside Lion Ind. As we all know Lion Ind hold most valuable assets under the Lion Group of companies.

If you buy under the current price of 1.80, you will not lose much if Baosteel investment not materialise, But you definitely will gain more than 30% once the deal is confirm.

I believe the chances is high now because William Cheng has not much choice, he need a white knight urgently.

人人讀商科 文化必低落

人人讀商科 文化必低落

2011年6月10日

【明報專訊】近來的股市像吃了瀉藥一般，不停下跌，真是黃腫腳不消提了。我也沒有興趣看股票機，所以根本想談股票也無從談起。有一條幾準的線叫我買時富金融(0510)，我也沒有落搭買入。因為在今日這種氣氛之下，實在還不適宜買股票。

那天同友人聊天，說起近來要搞的通識教育，我脫口而出：「這實在是一團混帳！只有完全沒有知識的蠢豬才能想得出來！」整個政府似乎沒有人知道什麼是通識教育，卻要推出這一科目，是不是沒有知識的蠢豬呢？

現不適宜買股票

其實，在傳統的教育制度，小學學的是語文能力和四則運算等等基本生存技能，中學學的文史數理化、地理經濟諸般科目，就是通識。所謂的「通識」，就是一些文化性和知識性的科目，什麼都學一點點。一些大學的通識科目，豈不就是科學概論、文學欣賞、藝術欣賞之類？

換句話說，中學本來教的就是通識，教育局是不是還有必要，另設一個通識專科出來呢？當然了，在以前，好的學生不是讀文科，就是讀理科，只有那些成績中下的，才會去讀商科，但是在現在，個個都去讀商科了，狀元盡在恒生商學院。個個讀商科的後果是什麼呢？就是整個社會的文化水平低落。這就是現在香港的狀——從高官到學生，都沒有知識，所以造成了一個反智的社會，這是互為影響的。

撰文：周顯