Tuesday, June 28, 2011

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.

Thursday, June 23, 2011

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 ?


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.

Friday, June 10, 2011

人人讀商科 文化必低落

人人讀商科 文化必低落