Learn More On Hong Kong & Learn From The Success Story/Skill

Due to the my plan to Invest more in Hong Kong market, I have start searching for the Hong kong stock via some HK web site & subscript to 2 internet based financial daily, read some books written by the successful investor ie 周顯 & 曹仁超.

Both are successful investor & their story will enhance our investing skill & knowledge.

YET THEY ARE DIFF IN INVESTING METHOD.

Take Position to benefit from the SHIFT from West to East,

The continue weakness in US$ & the surge in Asian currency has again confirm the SHIFT OF FUND from The West to The East. Esp the Asian + 3.

An active investor should be able to notice this Megatrend & take position in advance to reap benefits from this SHIFT.

Diversify your fund to invest in this region is a must in order to get max returns for your investment. Singapore & HongKong market is the most important market in this region, Singapore is the financial centre in Asean & Hong Kong is a gateway to China. You must not miss this two in your investment diversification. Allocate atleast 30% of your fund into this market.

Back at home in Malaysia, The Govt have just announce it's Economic Transformation Programme (ETF), the development focus will be in Greater KL & Nusantara in Johor.

PROPERTY & INFRASTRUCTURES PLAYER WILL BE THE MAIN BENEFICIARY FROM THIS DEVELOPMENT.

I have take a position in UEMLAND, LIONIND, BSTEAD, TA GLOBAL & DNP.

THE COMPANIES THAT HAVE EXPANDED TO CHINA & THE REGION IS ANOTHER BENEFICIARY FROM THE SHIFT.

AIRASIA, PADINI, PARKSON ARE ALREADY IN THE RADAR SCREEN OF INSTITUTIONAL PLAYER.

While the smaller player like FACB, Salcon, need time to prove their achievement in China Story'
You will be rewarded if they succeeded in their venture in China.

THE PROPERTY MARKET IN ASIA HAS SURGE TO RECORD HIGH IN PASS ONE YEAR, THE FUNDS WILL DIVERT TO THE STOCK MARKET AGAIN & THE BULL WILL BE BACK & SURGE NEW HIGH !

INCREASE YOUR POSITION WHEN MARKET PULL BACK & LET THE PROFITS RUN.

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.

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

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.

One Day Trip to ICAP AGM & Investor Day

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

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.

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.

高價私有化如公社養豬

From mingpao.com - HK 高價私有化如公社養豬

2010年6月29日

免責聲明﹕本人絕對無意對任何股票或任何人物作出影射。下文只是說出一條 基本的炒股理論，內容是普遍性的，並非針對任何人或任何事件。

我有一些disciple，或可稱為follower，長期為我免費辦 事，條件是他們會不時詢問問題，或索取股票貼士。近來其中一人的問題是：如果一間公司開出超高價來私有化某股票，究竟內 裏有何玄機？

要知道，股票世界的大前提是：沒有老闆會派錢給小股東，因為上市的目的是為了賺錢，而非為了做善事。如果一隻股票的現價是1元，其資產價值是3元， 老闆只要出價1.8元，散戶已有八成即時的帳面利潤，多半會答應收購條件。不過，為什麼這老闆居然出價2.5元，這豈非白白送錢給散戶嗎？

答案有很多個，數也數不清，視乎個別公司而定。這裏只列出其中一個，以供參考：假設這公司的管理層並非大股東，當股價下跌至1元時，他的關連人士已 用了很長時間來密密收集大量股票。既然他們手上「有貨」，收購價愈高，他們的收獲也就愈高，因為這等於以公司的錢收購自己手上的股票而已。

第二個問題：高價私有化算是慷慨嗎？答案是：把原價3元的股票，用很長的時間，向下炒至1元，原有股東的利益已被剝削了，後來的高價私有化只是「公 社養豬」的故事罷了。在中國的共產時代，有一戶農民向公社提出要求，要改善居住環境，公社便把一窩豬養到他的家去。這令到他的家比之前更為烏煙瘴氣，於是 不停投訴，公社其後便把豬撤走，馬上成功地「改善」了這戶農民的居住環境。高價私有化正是同類的故事。

周顯

借春宵散貨的莊家

MING PAO -HK

說一個小故事給大家聽。

話說炒股票做莊，把股價炒高易如反掌，但要把炒高後的股票賣出，難度就很 高了，這叫「exit is always the problem」。

有一個市場莊家，當然也是大款名流之類，有一天，忽然想找女人。他的身家總也有十億八億吧，要找女人，當然不會像普羅「淫民」般，到旺角「襟鐘 仔」，或到深圳向西村找髮花，而是找了一個明星。究竟這明星有多「明」？答案是一夕春宵的代價是300萬，就是這個級數。

完事之後，這位女星當然對這位中年有為的男子大具好感，畢竟，付得起300萬的人不少，但肯付出的卻不多。試想想，如果一晚是300萬，同他交往一 年半載，八位數字是肯定能得到的。

不知是誰先開口的，總之，莊家給了女星一個股票號碼，對白是：「唔好買咁多，少少地玩下好啦。」女星口頭答應了，結果，自己鲻身兼且全家人鲻身，買 下了八位數字。喂，咁好的男人，咁好的機會，不鲻身，豈非好笨？這還不算，她告訴了她的友好，估計購買的數額是數倍於她。

結果很明顯，八位數字變成了六位數字(我沒寫錯，是8變6)。據說，莊家在這段期間，一共搞了七八個女星，都是中女之流，即是「肉價」既高，身家也 厚之類，就這樣，賣出了估計是兩億元的股票。

這故事有兩條註腳：

1. 現在流行的「靚模」並非他的對象，因為「靚模」沒錢，至少沒有七八位數字的身家。在「銀雞界」中，中女是最難找到客人的，因她們有錢，不肯平賣，卻又不夠 「嫩口」，只能賣名氣。正因如此，她們一年做不了一兩單「生意」，一旦有客人，便要捉住。

2. 我聽了此故事後，想了一想，對報料人說：「這位莊家出門去找女人時，會不會對太太說：『我出外是談生意、沽股票、出貨。』」