Tuesday, September 13, 2011

光明日报9月12日龙虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.數碼網絡(DIGI) 6947 33.58 21.00 28.60 33.58 32.54 32.00 30.40
該公司股票拆細1變10,及每股資本回退65仙受唱好。

2.吉隆坡甲洞(KLK) 2445 22.98 16.72 19.74 22.98 21.88 21.60 21.44
該公司將投資7億零600萬令吉興建3家油脂化學產品工廠和1家世界級研發中心,普遍受到看好,認為有助提升長期成本效率及賺幅,但考量此計劃3年後才能作出貢獻,維持財測不變。

3.蒲萊泉(PSPRING) 5059 1.18 0.45 1.17 1.18 1.18 1.17 1.154
該公司截至9月7日已獲持股18.39%的股東接受全購獻議。促使大股東的持權提高至50.39%,該公司的文告說,全購獻議已變成無條件了,接受獻議的期限將至9月21日下午3時前止。

4.馬頓(MALTON) 6181 0.86 0.39 0.39 0.81 0.58 0.56 0.48
該公司在2011年淨賺7254萬9000令吉,比2010年的2206萬7000令吉優越。

5.亞通(AXIATA) 6888 5.22 4.36 4.43 5.01 4.80 4.79 4.81
此股在2010年淨賺17億7037萬9000令吉比2009年的16億5268萬2000令吉高。

Monday, September 5, 2011

光明日报龙虎榜9月5日

 股項 代號 高 低 支持 阻力 開 閉 14日平均價
> 1.森那美(SIME) 4197 9.49 8.10 8.55 9.20 9.20 8.87 8.82
> 森那美以每股2.30令吉收購東方(E&O,3417,主板產業組)30%股權,中至長期效應正面。
> 2.環境海事資源(ALAM) 5115 1.31 0.70 0.30 1.21 0.755 0.755 0.77
> 該公司雖轉虧為盈,惟分析員對業務前景意見不一,特別是對岸外供應船領域的需求,益資利研究說,今年為止,它取得2億1100萬令吉新合約,使手握訂單合約總值5億令吉。
> 3.莫實得控股(BSTEAD) 2771 6.50 4.29 5.16 6.50 5.52 5.45 5.43
> 該公司次季業績比市場預測略遜色,惟仍看好後市表現,因擁有多項值得期待的發展計劃,包括與政府簽署巡邏船艦合約,新的土地交易與產業發展計劃,以及脫售資產的企業動作等,都可能推動股價。

> 4.百盛控股(PARKSON) 5657 7.73 5.15 5.15 7.73 5.54 5.73 5.51
> 該公司交出2011年全年亮麗業積,公司管理層對未來業務前景持正面態度,市場也看好旗下亞洲百盛零售在新加坡股市上市計劃,預料未來分店擴展計劃,將繼續推動業務穩健成長。
> 5.金獅林業(LIONFIB) 8486 2.55 1.30 1.30 1.68 1.48 1.45 1.44
> 金獅林業收購柬埔寨地皮作油棕與橡膠園用途,此舉一度激勵股價上揚。

Thursday, September 1, 2011

光明日报龙虎榜8月29日

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.聯昌集團(CIMB) 1023 9.17 6.95 6.58 7.87 7.20 7.04 7.88
該公司在截至2011年6月30日止的第二季里,依然取得每股13.05仙淨利,比去年同時期略升3.6%,該公司也建議派發每股12仙的中期股息。

2.居林(KULIM) 2003 16.00 3.12 3.33 3.83 3.75 3.68 3.70
該公司截至2011年6月30日止,次季淨利飆漲898.02%至1億4629萬令吉,前期為1465萬8000令吉。
3.雲頂(GENTING) 3182 11.98 8.88 9.40 10.30 9.73 9.46 9.87
雲頂首半年淨利增長54.11%至逾14.9億令吉,符合市場預期,盡管新加坡業務略顯疲態,但預計下半年博彩業務會取得更強穩表現。
4.阿瑪達(ARMADA) 5210 4.33 3.49 3.49 4.33 3.81 3.53 -
基於融資成本比預期高,加上有效稅率及較低的營運盈利,使阿瑪達在2011財政年次季及上半年業績欠理想,但下半年盈利可能因為獲得新工程計劃而增溫。
5.雪蘭莪鐵船(SDRED) 2224 0.88 0.65 0.65 0.88 0.695 0.68 0.70
該公司手持約7億3470萬令吉未入賬銷售,放眼2012年杪前推出另外總值10億令吉的房產計劃,並看好房市至少能在未來1至2年內維持活躍。

Monday, August 22, 2011

Trading Ideas from the Market

Esso, tenaga --Aug 22, 2011 9:10am
YTLland -- Aug 22, 2011 9:54 am
TWS --Aug 22, 2011 9:59am
Poh Kong -- Aug 22, 2011 10:17am
Waseong -- Aug 22, 2011 3:06pm
Maxis --Aug 22, 2011 3:41 pm
Sunway, Genting --Aug 23, 9:06am
Guoco, Perdana -- Aug 23. 9:09am

Just monitor, not asking you to buy. There is always a risk in trading stocks. Ask your remisier's advise before placing your order.

光明龙虎榜8月22日见报

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.成功置地(BJLAND) 4219 4.69 0.90 0.90 1.12 1.02 1.04 1.02
成功置地在闊別18年之後,再瞄准檳州高檔房地產業發展的無限潛能,以最高標價即4億5900萬令吉,向檳州賽馬公會買下一片57英畝的地段。

2.海事重工(MHB) 5186 8.82 4.12 6.32 6.79 6.48 6.48 6.89
該公司獲國際船務(MISC,3816,主板貿組)頒發兩項總值9億5200萬令吉合約,為後者的兩艘能源船艦提供頂部組表,海洋維修及轉型服務。

3.埃索(ESSO) 3042 5.97 2.60 3.90 4.95 3.96 4.08 4.47
市場盛傳莫實得控股大股東武裝部隊基金(LTAT)或為埃索出價高達每股5.20,與菲律賓生力集團(San Miguel Corp)上演“搶新娘記”。

4.福勝利(HSL) 6238 1.94 1.30 1.30 1.52 1.46 1.46 1.47
該公司成功在砂拉越攫獲一項鄉區水供二手承包合約價值4570萬令吉。

5.商聯帝沙(UNICO) 5019 1.21 0.96 0.97 1.03 1.00 1.00 1.01
該公司受鮮果串產量和平均銷售價齊齊上揚帶動,截止2011年6月30日止第一季凈利按年暴漲703.9%至2274萬5000令吉,前期權為748萬4000令吉。

Tuesday, August 2, 2011

光明日報龍虎榜8月1日見報

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.友力森(UNISEM) 5005 2.42 1.37 1.10 1.75 1.40 1.39 1.47
MIDF研究下調2011和2012年財測59.9%及30.9%,反映訂單走低,馬幣走強及成本上揚,惟由於友力森為“等級1”電子供應商,長期展望依然樂觀,盈利表現有望自下半年開始復甦。
2.IOI集團(IOICORP) 1961 6.16 5.05 4.67 6.16 5.20 5.15 5.22
該公司以8億3000萬令吉現金,或每公頃7萬9432令吉收購沙巴約1萬1978公頃種植土地,將會加強種植業表現。
3.馬資源(MRCB) 1651 2.56 1.61 2.16 2.56 2.39 2.55 2.32
該公司管理層認為新建築工程從今年下半年起改善,並延續至2012年,受惠於潛在的輕快鐵延伸工程,檳城中環廣場及生命之河計劃。
4.WCT公司(WCT) 9679 3.63 2.75 2.89 3.63 3.09 3.07 3.06
該公司獲淡水河谷馬制造(Vale Malaysia Mrunfacturing)頒發土方工程服務合約,值約1億1509萬6108令吉。
5.馬來西銀行(MAYBANK) 1155 9.38 7.65 8.38 9.38 8.83 8.76 8.83
該銀行2011第三季財年盈利上升13.4%,淨利達32億9596萬2000令吉。

Monday, July 25, 2011

光明日報7月25日龍虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.雲頂(GENTING) 3182 11.98 7.52
9.83 11.40 10.58 10.72 10.90
此股的投資要點是休閑與款待部因開設聖淘沙名勝世界而取得增長。

2.僑豐控股(OSK) 5053 2.23 1.27 1.51 1.86 1.54 1.55 1.55
2011年第一季凈賺4663萬3000令吉。此股從7月7日的1.62滑下,至到7月19日觸及1.51的低點,上週五此股掛1.55。假如可以回到1.62水平,以1.55買入1萬股,可以淨賺467.29,有3%回酬。

3.德信控股(DXN) 5074 1.57 0.67 1.23 1.57 1.36 1.41 1.28
此公司是一間有利可圖的公司,2009財年淨賺2131萬6000令吉,2010財年淨賺2841萬令吉,2011財年淨賺4120萬4000令吉。

4.馬星集團(MAHSING) 8583 2.83 1 .69 2.14 2.65 2.46 2.45 2.43

該公司放眼Icon City能售出4億6000令吉的單位,佔其全年銷售量目標(20億至25億令吉)的18%至23%。

5.Cypark資源(CYPARK) 5184 3.30 0.955 1.66 2.55 2.15 2.31 1.98
該公司目前獲得森州政府首肯,在21年內於森州發展3座綜合再生能源園。此股在今年4月5日升至3.30後滑下。至到7月19日的1.66,跌幅1.65。上週五此股已回彈至2.31。

Monday, July 18, 2011

光明日報7月18日龍虎榜

本週龍5榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.天安亞洲(KURASIA) 5097 0.57 0.325 0.49 0.57 0.50 0.555 0.516
市場消息指天安亞洲可能洽談併購馬聯保險旗下回教保險業務,或是激勵兩家公司股票價量齊升的原因。

2.史格米集團(SCOMI) 7158 0.465 0.28 0.31 0.465 0.315 0.32 0.317
此公司在2010財年凈虧1億8073萬4000令吉,2011年第1季已經轉虧為盈,凈賺1002萬5000令吉。

3.成榮集團(MUDAJYA) 5085 6.10 3.33 3.33 3.91 3.44 3.39 4.34
該公司委任大馬交易所前任總執行員拿督尤斯里為獨立非執行董事。該公司3送1的紅股在今年7月14日除權,當天以3.34開市。

4.沿海工程(COASTAL) 5071 3.82 2.12 2.44 3.05 2.61 2.45 3.31
該公司宣佈獲得免值9800萬令吉訂單,在今年前出售1艘自行定位維修支援船和2艘駁船。至今,該公司已得總值4億3000萬令吉訂單。

5.SILK控股(SILKHLD) 5078 0.425 0.23 0.26 0.425 0.305 0.31 0.28
該公司從國油勘探獲4項長期合約,總值3975萬令吉,這些合約是為國油勘探在打從2011年7月起,提供4艘錨拖供應船。

Monday, July 11, 2011

光明日報7月11日龍虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.馬資源(MRCB) 1651 2.41 1.52 2.09 2.41 2.29 2.32 2.21
該公司與政府簽署3項發展吉隆坡十五碑的私有化協議,發展計劃總值12億8713萬令吉。

2.銀鳥(SILVER) 7136 0.845 0.50 0.50 0.65 0.51 0.51 0.54
該公司在2010財年凈賺365萬令吉,比2009財年的143萬9000令吉優越。

3.金輪企業(KIMLUN) 5171 1.99 0.91 1.76 1.97 1.78 1.77 1.78
此股在2010財年凈賺3655萬9000令吉。

4.柏丹(BERTAM) 9814 0.945 0.27 0.705 0.785 0.72 0.715 0.73
在此股2010財年凈賺1484萬3000令吉,比2009財年的426萬9000令吉優越。

5.龍馬(LANDMRK) 1643 1.87 1.09 1.39 1.72 1.49 1.46 1.43
此股在2010財年凈虧442萬5000令吉,技術圖顯示有人開始追逐此股。

Wednesday, July 6, 2011

光明日報7月4日龍虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.亞洲航空(AIRASIA) 5099 3.67 1.27 3.06 3.67 3.52 3.63 3.28
2010財年盈利翻倍,由於收入飆升和財務成本下降,2010年第4季毛利率從47%提高至52%,其平均票價有提高。

2.沙布拉浪峰(SAPCRES) 8575 4.35 2.16 4.10 4.35 4.23 4.30 4.18
該公司首季凈利42.7%至7230萬令吉,超越市場預期,分析員認為該公司未來兩季業績將更亮麗。

3.大馬郵政(POS) 4634 3.74 2.88 3.21 3.74 3.30 3.24 3.28
該公司與多元資源工業(DRBHCOM)旗下MUAMALAT銀行,磋商設立郵政銀行網絡可能性,以加強零售業務。

4.榮科技(ENG) 8826 2.46 1.61 1.61 1.95 1.77 1.76 1.70
該公司多元產品組合獲跨國公司喜愛,預期2011與2012財政年財測亮麗,凈利分別為1480萬令吉與1680萬令吉。

5.柏華嘉(PERWAJA) 5146 1.25 0.755 0.775 1.15 0.92 0.915 0.81
這是政府轉型計劃中受看好的股項,但此股在2009及2010年皆虧大本,分別虧1億1659萬及6376萬9000令吉。

Tuesday, June 28, 2011

光明日報6月27日龍虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.國家能源(TENAGA) 5347 9.29 5.94 6.59 7.21 6.78 6.75 6.76
在政府批准國家能源調高電費之前買入此股,必定賺了一筆,當時股價從5月30日的6.43,跳到6月1日的7.21高點,如今它在6.74水平徘徊,相信它會在新電費反映在業績上時又會有一番表現。

2.大馬投資(AMMB) 1015 7.18 4.95 6.29 7.18 6.46 6.44 6.44
馬來亞銀行與聯昌集團對興業資本(RHBCAP)閃電“悔婚”後,有消息說興業或“情歸”大馬投資。

3.肯油企業(KENCANA) 5122 2.96 1.40 2.33 2.96 2.81 2.79 2.81
肯油企業首席執行員拿督莫札尼說,油氣業服務公司將從近期油氣業蓬勃中受惠,公司目前手持24億令吉訂單,競標40億至50億工程,並預期現財年會取得更亮麗業績。

4.高美達(GLOMAC) 5020 2.02 1.24 1.65 2.02 1.82 1.87 1.76
高美達2011財政年財報符預期,分析員看好在未入賬銷售,以及12億令吉產業發展計劃推介扶持下,2012財政年6億令吉銷售目標可期。

5.睦興旺工程(MUHIBAH) 5703 1.93 0.85 1.34 1.91 1.39 1.39 1.62
該公司獲北港(馬)有限公司(NORTHPORT)頒發貨櫃終站4的多用途碼頭與相關設備發展計劃,合約值約3億3800萬令吉。
上述計劃主要為現有碼頭8與碼頭16提升的擴充計劃,合約將在7月開始,並放眼2014年3月完成。

Sunday, June 26, 2011

RHB Research ups Lion Industries to trading buy

June 23, 2011
RHB Research ups Lion Industries to trading buy, FV RM2.54
Stock Name: LIONIND
Company Name: LION INDUSTRIES CORPORATION
Research House: RHB Price Call: BUY Target Price: 2.54



KUALA LUMPUR: RHB Research Institute has upgraded Lion Industries' indicative fair value to RM2.54 and upgraded it to a Trading Buy.

Bloomberg reported that Baosteel Group Corp, China's second largest steelmaker, is in talks with Lion Group to buy a stake in Amsteel Mills Bhd.


'We suspect that the offer will not be just for a stake in Amsteel Mills, but may include stakes in other steelmaking units within the Lion Group as well. It is also quite likely that Baosteel could be roped in as a strategic investor for the RM3.2 billion blast furnace project, given its expertise in the flat steel product segment,' RHB Research said.

RHB Research said it lowered its holding company discount to 20% to reflect improved trading sentiment on the back of the potential entrance of Baosteel and the likelihood that Lion Industries may not be roped in to invest in Lion Diversified's high-risk RM3.2 billion blast furnace project.


Can you spot Lion Industries before the news?

Yes, if you were to look at the chart daily, you could have bought it at 1.54 because MACD showed a buy signal on June 8, 2011.

If you were to hold until June 23, 2011, you could have dispose it at 2.03 and made a handsome profit. Even if you cannot sell it high, you could have sold it at 1.86.

For 5000 shares, you could make RM 2318, making a 30.1% return in just 12 working days.

You just need to do some homework. It is easy to say but if you want to make money, this is the only way instead of listening to tips from the horsemouth. You have to do homework that many people do not like or want to do. Use METASTOCK explorer function to scan the stocks and pick up the right ones. Maybe be just spend 30 minutes a day after office hours. It is boring but this is quite effective.

Tuesday, June 21, 2011

6月20日光明日報龍虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.金務大(GAMUDA,主板建築組)5398 4.26 2.96 3.57 3.85 3.74 3.73 3.75
預計在本週結束前出爐的至2011年4月底的第三季度業績料符合市場預測。第三季度的核心凈利介於9000萬至9500萬令吉之間。

2.高美達(GLOMAC,主板產業組)5020 2.02 1.24 1.64 2.02 1.75 1.77 1.74
高美達本週公佈2011財政年財報,預計在高達5億令吉未入賬銷售支撐下,全年凈利將強勁成長至6000萬令吉至6500萬令吉水平,分析員看好白沙羅和蒲種等產業發展計劃,將是未來盈利成長動力來源,技術圖顯示1.67是理想買入點。

3.馬航(MAS,主板貿服組) 3786 2.42 1.34 1.37 1.90 1.40 1.43 1.41
馬航加入世界級的航空組織“寰宇一家”(One World)之後,可能需要訂購更多飛機應付需求,也有助推動馬航未來的盈利及營業額取得雙位數成長表現。

4.UEM置地(UEMLAND,主板產業組) 5148 3.40 1.42 2.63 2.93 2.77 2.75 2.78
該公司除了放眼今年內推介總值50億令吉產業計劃,也訂下50%營業額成長及10%投資回酬目標。

5.華商機構(WASEONG,主板工業產品組) 5142 2.52 1.93 2.35 2.83 2.36 2.42 2.35
該公司手握12億令吉合約,主要是油管和工程服務業務,將進軍水務相關和再生能源業務,以擴大盈利基礎。

Monday, June 13, 2011

6月13日光明日報龍虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.益資利金融(ECM) 2143 1.03 0.65 0.855 1.03 0.865 0.875 0.902
由於凈佣金收入可觀,使該公司截至2011年4月30日為止,第一季凈利大增97.49%至1432萬令吉,前期為725萬1000令吉。

2.國油化學(PCHEM) 5183 7.61 5.26 6.96 7.61 7.00 7.05 7.11
國油化學手持80億令吉現金,而且不排除透過併購活動來壯大業務的可能性,但強調僅會“選擇性”找尋收購機會。

3.嘉年發展(MUTIARA) 5043 1.42 0.89 1.21 1.42 1.36 1.37 1.33
嘉年發展計劃在雙城,賽城及美拉華帝一帶推介新產業計劃,總值估計達13億令吉。

4.實達集團(SPSETIA) 8664 6.93 3.90 4.02 4.5 5 4.10 4.15 4.11
實達集團次季凈利暴漲80.08%至9222萬3000令吉,帶動上半年凈利大起72.54%到1億5426萬令吉,符合市場預期。

5.RCE資本(RCECAP) 9296 0.68 0.48 0.495 0.68 0.515 0.54 0.50
該公司2011年第三季凈賺8765萬4000令吉,此股投資要點是營業額在07財年至10財年之間的年复合增長率(CAGR)高達37%,通過推出新產品以保有市場份額,10財年貸款額年比增長20%至12億令吉。

Tuesday, June 7, 2011

龍虎榜6月6日見光明日報

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.史格米工程(SCOMIEN) 7366 1.64 0.74 0.75 0.80 0.83 0.81
該公司攫取巴西總值26億令吉的單軌火車計劃。

2.成榮集團(MUDAJYA) 5085 6.10 3.75 4.48 4.60 4.60 4.63
該公司接獲CMC Machipex私人有限公司一紙7億2000萬令吉的工程意向書,以為曼絨發電廠計劃第四發電站組合以外的輔助設備提供設計和土木工程活動。

3.多元資源工業(DRBHCOM) 1619 2.50 0.995 2.17 2.26 2.25 2.25
該公司旗下多元業務振翅待飛,特別是購入大馬郵政2.2%控制性股權更是如虎添翼,與旗下各主要業務產生互輔效應,未來3年的業務前景備受看好。

4.全利資源(QL) 7084 6.26 2.86 3.16 3.19 3.20 3.33
該公司2011年財政年業績符合預期,有些分析員基於該公司如火如荼的拓展計劃,看好未來業務成長。

5.聯昌集團(CIMB) 1023 9.17 6.78 8.11 8.35 8.34 8.28
馬來亞銀行大股東國民投資(PNB),支持馬銀行和聯昌集團競逐興業資本(RHBCAP,1066,主板金融組)以成為東盟最大銀行集團。

Tuesday, May 31, 2011

光明日報5月30日龍虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.森那美(SIME) 4197 9.49 7.47 8.78 9.40 9.20 9.13 9.05
歸功於各業務盈利貢獻改善,該公司截至2011年3月31日止第三季轉虧為盈,錄得8億2零12萬令吉凈利,前期為淨虧損3億零863萬令吉,促使首9個月淨利暴漲192.45%。從8億零420萬2000令吉增至23億5192萬令吉。

2.國油化學(PCHEM) 5183 7.61 5.26 6.83 7.61 7.18 7.12 7.01
國油化學全年凈利攀升36.15%至29億9400萬令吉,雖然全年業績符合預期,但第四季表現卻頗為疲弱。聯昌研究認為此股目標價是9.95。

3.科恩馬集團(KNM) 7164 3.28 0.39 1.91 3.28 2.44 2.15 2.53
該公司首季凈利大跌52.85%至1901萬7000令吉,顯著落後分析員預測,興業研究下調評級至“落後大市”,下修目標價至2.28令吉。


4.雲頂大馬(GENM) 4715 3.84 2.46 3.50 3.84 3.54 3.62 3.58
雲頂大馬首季在英國賭場業務強勢復蘇帶動下,凈利按年急漲53.36%至4億1769萬8000令吉,表現符合甚至超越分析員預期,不過由於折舊及利息開銷料隨收購紐約及英國業務而走高,分析員對前景褒貶不一。

5.商聯帝沙(UNICO) 5019 1.21 0.90 0.985 1.21 1.01 1.01 1.00
在種植及分期付款業務表現良好帶動下,該公司截至2011年3月31日財政年,全年凈利漲升34.79%至5285萬1000令吉,前期為3920萬9000令吉。

Tuesday, May 24, 2011

5月23日光明日報龍虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.森那美(SIME) 4197 9.19 7.47 8.78 9.49 9.04 9.14 9.00
該公司看好原棕油需求前景,計劃未來15年在非洲的利比里業投資31億美元(約93億令吉),以在當地完成栽種22萬公頃油棕園丘和興建榨油廠計劃。

2.國家能源(TENAGA) 5347 9.29 5.94 5.97 9.29 6.29 6.27 6.07
市場盛傳政府或近期調升國家能源電費,漲幅可能介於5至10%。

3.馬頓(MALTON) 6181 0.86 0.35 0.655 0.86 0.80 0.80 0.69
該公司認為國內房市能適應升息趨勢,放眼未來3年推介8項新產業計劃,總值22億令吉。

4.大馬投資(AMMB) 1015 7.18 4.65 6.23 7.18 6.49 6.51 6.38
澳紐銀行(ANZ)亞太與歐美業務主管特斯比說,若大馬政府調高外資持股上限,該行將增持大馬投資股權至49%,以符合該行的亞太策略。

5.MMC機構(MMCCORP) 2194 3.35 2.20 2.56 3.35 2.90 2.89 2.82
該公司有意把3家子公司上市的計劃,預料能籌得26億令吉。

Thursday, May 19, 2011

光明日報龍虎榜(5月16日見報)

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.睦興旺工程(MUHIBAH) 5703 1.93 0.83 1.44 1.93 1.50 1.61 1.55
這是一間賺大錢公司,2007年凈賺7006萬,2008年凈賺2180萬,2009年凈賺1208萬,2010年凈賺3380萬,上週五10天保歷加頻帶出示買入訊號。

2.馬來亞銀行(MAYBANK) 1155 9.38 6.94 8.57 9.38 8.77 8.85 8.71
該公司9個月和第三季業績符合市場預測,國內資產素質繼續改善,貸款成長力道回溫,收費收入走強,資產素質轉佳,加上升息環境的推動,為提供2012年盈利。

3.TRC協作(TRC) 5054 1.81 1.00 1.58 1.18 1.70 1.80 1.62
該公司建議將股票1變2折細,後再以5送1比例派發紅股及憑單,該公司手持訂單高達12億令吉,還持有2億令吉現金,前景正面。

4.戴樂集團(DIALOG) 7277 2.84 1.00 2.42 1.84 2.78 2.80 2.55
該公司與柔佛州政府及秘書處簽署發展及聯營協議,以在柔佛州承建獨立深海石油終站,未來7年的總投資額料達50億令吉。

5.肯油企業(KENCANA) 5.22 2.96 1.26 2.63 2.96 2.77 2.75 2.69
隨最近攫取砂拉越蜆殼石油頒發的2億5000令吉合約後,該公司的總訂單又提升至24億4000萬令吉。

Tuesday, May 10, 2011

光明日報5月9日刊出:本週龍5榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.企文科技(K1,創業板) 0111 1.73 0.28 0.28 0.445 0.40 0.40 0.41
基金經理所留意的股項,10天保歷加頻帶(Bollinger Band)仍未出示買入訊號,因此日本陰陽燭皆在中軸線以下,處於調整趨勢。
2.達企業(TA,主板金融組) 4898 0.86 0.62 0.67 0.78 0.725 0.725 0.734
2009年凈賺9191萬3000令吉,2010年凈賺9234萬令吉,2011年第三季凈賺4910萬5000令吉。日本陰陽燭在中軸線以下,處調整趨勢。
3.富達置地(DUTALND,主板種植組) 3948 0.658 0.40 0.415 0.655 0.49 0.49 0.51
2011年第一季凈賺190萬6000令吉,日本陰陽燭在中軸線以下,處調整趨勢。
4.肯油企業(KENCANA,主板貿服組) 5122 2.96 1.26 2.23 2.91 2.64 2.68 2.67
2011年第一季,此股凈賺5235萬7000令吉,日本陰陽燭仍在中軸線之下,但開始有轉機,有機會上挑2.90。
5.美麗華工業(MELEWAR,主板工業產品組) 3778 1.23 0.82 0.775 1.23 0.86 0.855 0.91
2010年凈賺7008萬7000令吉,但2011年第一季即凈虧745萬8000令吉,日本陰陽燭正試圖跨越中軸線,尋求突破1.00令吉目標。

Tuesday, May 3, 2011

光明日報5月2日刊出:本週龍5榜

本週龍5榜
股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.海事重工(MHB,主板貿服組) 5186 7.15 4.12 6.71 7.15 6.90 6.80 6.85
該公司傳可能並購森那美所有或部份油氣資產讓旗下船塢產能翻倍,迅速解決產能不足問題。該公司目前持有17億令吉凈現金在手。

2.友力森(UNISEM,主板科技組) 5005 3.53 1.68 1.68 2.32 1.83 1.86 1.97
該公司2011財年首季業績不盡理想,但,分析員相信,集團長期展望仍樂觀,將受益於全球半導體晶片正面需求。

3.MASTERSKILL教育(MEGB,主板貿服組) 5166 4.30 1.67 1.67 4.30 2.32 2.27 2.20
該公司與澳洲紐卡斯爾大學合作開辦工商和商業學士課程盈利貢獻不大,惟分析員看好公司將得益於多元化課程業務長期效應。

4.華商機構(WASEONG,主板工業產品組) 5142 2.57 1.93 2.07 2.59 2.25 2.23 2.13
2010年業績差強人意,只有5598萬令吉凈利,2009年的凈利是1億2132萬令吉。

5.實值國際(PWORTH,主板工業產品組) 7123 0.885 0.43 0.60 0.885 0.69 0.68 0.64
此股與重建日本主題有關,過去2年業績不太理想,2008年凈賺2908萬,2009年凈賺661萬,2010年凈鎌267萬令吉。

Wednesday, April 27, 2011

多元資源工業(DRBHCOM,1619,主板工業產品組)

多元資源工業(DRBHCOM,1619,主板工業產品組)以每股3.60令吉,或總值6億2279萬令吉代價,標獲國庫控股(Khazanah)所持的大馬郵政(POS,4634,主板貿服組)32.21%股權,深獲市場好評。

此股在2010年11月24日跌至1.22的水平,此時日本陰陽圖出現白蠟燭,因此在翌日以1.26買入8000股,之後根據圖表的表現進行交易,盡量做到低買高賣,此股交易的情況如下:

交易點 交易點 走勢 差價 天數 買賣8000股凈賺
1.26(低)2010年11月25日 1.92(高)12月13日 上升 +0.66 18天 $5092
1.92(高)12月13日 1.75(低)12月17日 下跌 -0.17 4天 沒有交易
1.75(低)12月17日 1.99(高)12月21日 上升 +0.24 4天 $1700
1.99(高)12月21日 1.90(低)12月30日 下跌 -0.09 9天 沒有交易
1.90(低)12月30日 2.27(高)2011年1月7日 上升 +0.37 8天 $2714
2.27(高)1月7日 1.86(低)1月26日 下跌 -0.41 19天 沒有交易
1.86(低)1月26日 2.22(高)2月9日 上升 +0.36 14天 $2641
2.22(高)2月9日 2.02(低)2月16日 下跌 -0.20 7天 沒有交易
2.02(低)2月16日 2.19(高)2月21日 上升 +0.17 5天 $1112
2.19(高)2月21日 1.69(低)3月3日 下跌 -0.50 10天 沒有交易
1.69(低)3月3日 2.10(高)3月9日 上升 +0.41 6天 $3057
2.10(高)3月9日 1.81(低) 3月15日 下跌 -0.29 6天 沒有交易
1.81(低) 3月15日 2.50(高)4月7日 上升 +0.69 23天 $5266

此股支持點為:1.26,1.75,1.90,1.86,2.02,1.69,1.81。

此股買入點有3個:其一2.22,其二2.03,其三1.81。

其上升周期為:18天,4天,8天,14天,5天,6天及23天,平均上升周期是11.4天。

其下跌周期為:4天,9天,19天,7天,10天,6天,平均上升周期是9.16天。

假設這次下跌周期長達19天,那麼,此股買入日期會是4月26日,也就是4月26日。週二,此股掛2.27。
此股下跌的機會仍舊很大,因為指數平滑移動平均數異同(MACD)在4月12日已經出示沽售訊號,但看10天保曆加頻帶(Bollinger Band)的訊號,股價在中軸線以上,股價偏上漲。

股項的買賣需要你自行決定,因為技術分析圖表出現兩種看法。
由於有新的企業活動,此股反彈向上是極有可能,而且可能會挑戰2.50的水平。

假如它跌破2.22的支持點,則可能會在1.81水平尋求技持。
股票交易,最不容易的是決策,因為假如你在2.27買入,萬一它跌破2.22,則你可以“止損”或者在1.81買入8000股拉低你的成本價,等它反彈才拋售套利,就是這麼簡單。

Monday, April 25, 2011

光明日報刊出:4月25日龍虎榜

本週龍5榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.TRC協作(TRC,主板建築組) 5054 1.69 1.00 1.51 1.69 1.62 1.57 1.56
該公司從布城控股公司手中接獲總值4380萬令吉合約,在布城第8區承建兩項發展工程,在攫取這項新合約後,該公司的訂單水平達近13億令吉,可忙碌至未來3年。

2.大馬郵政(POS,主板貿服組)4634 3.74 2.48 3.35 3.74 3.40 3.37 3.50
該公司32.21%股權如預期落入丹斯里賽莫達手中,代價是每股3.60令吉。

3.TH種植(THPLANT,主板種植組)5112 2.28 1.40 1.88 2.28 2.16 2.18 2.15
該公司最高棕油價帶動,截至2011年3月31日止首季報凈利2183萬令吉,表現符合預期,馬銀行說其目標價是2.50令吉。

4.和達工業資源(HPI,主板工業產品組) 7919 3.79 1.35 3.43 3.95 3.63 3.70 3.55
該公司或被亞洲王子制紙私人有限公司(OJI Papar Asia Sdn.Bhd)收購,此股目前有機會上探3.74-3.95令吉關口。

5.馬來西亞鋼廠(MASTEEL,主板工業產品組) 5098 1.60 0.825 - - 1.37 1.40
此股在2008年凈賺7928萬令吉,2009年則凈虧846萬8000令吉,2010年則凈賺2817萬6

Wednesday, April 20, 2011

光明日報4月18日刊出:本週龍5榜

本週龍5榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.馬化控股(MPHB) 3859 2.97 1.90 2.71 2.97 2.79 2.84 2.76
馬化控股曾在2月9日宣佈以總值16億6000萬令吉的現金和新股,向大股東兼歐洲最大私募基金CVC資金夥伴,回購萬能股權,讓萬能成為獨資持有的子公司。

2.楊忠禮機構(YTL) 4677 8.60 6.88 7.40 8.60 7.62 7.72 7.50
子公司貢獻10億股息,該公司手持120億現金,準備迎接另一成長週期。

3.環境海事資源(ALAM) 5115 1.91 0.87 0.985 1.24 1.02 1.01 1.02
該公司獲得一項總值2424萬令吉租船合約,合約為短期性質,初步期限為6個月及2項各1個月的延長期。

4.MASTERSKILL教育(MEGB) 5166 4.30 1.67 1.67 2.47 2.38 2.26 2.17
該公司宣佈進軍印尼,與印尼MayaPada醫院簽聯合培訓醫護人才與聯營大學備忘錄,目標價為3.44。

5.UEM置地(UEMLAND) 5148 3.40 1.21 2.64 3.40 2.70 2.68 2.81
該公司宣佈,旗下子公司獲得一項總值6834萬令吉工程合約,以為柔佛州魯沙再也哥打依斯干達第一期產業提供維修及管理服務。

Friday, April 15, 2011

馬股市情報 內外夾攻

更新: April 15, 2011 17:58

馬股市情報
內外夾攻
(吉隆坡15日訊)中國通脹情況升溫,區域股市普遍走跌,明日(16日)砂拉越州選沖淡市場投資情緒,馬股重量級股慘遭拋售,今日走勢陰晴不定。

富馬隆綜指今早揚3.79點,以1529.59點迎市,惟在海內外不利因素衝擊下,早盤多度陷入負面區域。

馬股休市掛1520.95點,跌4.85點,半日易手3億9706萬9700股。

中國3月份通脹率按年增5.4%,寫下32個月新高,分析師指出,或引發另一輪升息潮,加上美國經濟數據未有起色,進一步對馬股構成壓力。

午盤間,富馬隆綜指持續靠軟,收在1521.94點,挫3.86點,上升股285隻,下跌股452隻,成交量9

Wednesday, April 6, 2011

益資利資本(ECM,2143,主板金融組)

以圖會股-吳繼宗碩士

目前,益資利資本(ECM,2143,主板金融組)的大股東丹斯里阿茲曼哈欣,主席拿督斯里卡立慕拉以及董事經理林建安,三方正在探討三份建議書,在脫售益資利資本的投資銀行業務及將益資利資本的金融業務二者選擇其一。
據傳,益資利資本大股東已經委任一名顧問,為旗下證券公司尋找買家。
這也是此股近日受到熱捧的原因。

此股周期

交易點 交易點 走勢 差價 天數 買賣/萬股賺面
0.65(低)2010年7月13日 0.735(高)(8月6日) 向上 +0.085 24天 $746
0.735(高)(8月6日) 0.67(低)(8月12日) 向下 -0.065 6天 (沒有交易)
0.67(低)(8月12日) 0.755(高)(8月16日) 向上 +0.085 4天 $745
0.755(高)(8月16日) 0.795(低)(8月25日) 向下 -0.08 9天 (沒有交易)
0.675(低)(8月25日) 0.795(高)(11月10日) 向上 +0.12 77天 $1092
0.795(高)(11月10日) 0.71(低)(12月3日) 向下 -0.085 23天 (沒有交易)
0.71(低)(12月3日) 0.825(高)(12月14日) 向上 +0.115 11天 $1036
0.825(高)(12月14日) 0.75(低)(12月20日) 向下 -0.075 6天 (沒有交易)
0.75(低)(12月20日) 0.85(高)(2011年1月12日) 向上 +0.10 23天 $882
0.85(高)(1月12日) 0.745(低)(2月25日) 向下 -0.105 44天 (沒有交易)
0.745(低)(2月25日) 0.79(高)(3月9日) 向上 +0.045 12天 $337
0.79(高)(3月9日) 0.75(低)(3月21日) 向下 -0.04 12天 (沒有交易)
0.75(低)(3月21日) ●●●(高)(4月5日) 向上 +0.245 15天 $2322

此股支持點為:0.65,0.67,0.675,0.71,0.75,0.745,0.75。
其上升周期是:24天,4天,77天,11天,23天,12天,15天,平均上升周期是23.7天。
其下跌周期是:6天,9天,23天,6天,44天,12天,平均上升周期是16.66天。

今日(4月5日) 此股以0.96開出,最高價0.995,最低0.94,也是收市價位。

從過去顯示來看,此股最短的調整期是6天,也就是該要買入也要等到4月11日,其平均上升周期是16.66天,也就是

說如果是16天,也要等到4月21日。此股過去8個月的最長的下跌周期是44天,也就是說要等到5月19日。

這是一隻消息股,理論上它最多調整6天就會反彈,而且有機會上探1.10令吉關口。


多美包装拟回购10%股票

多美包装拟回购10%股票

2011/03/31 5:44:39 PM
●南洋商报

(吉隆坡31日讯)多美包装(Tomypak,7285,主板工业产品股)指出,计划回购10%股票,或相等于1千800万股。

目前,多美包装发行的股票共有1亿865万9000股。

股价飙涨10%

该公司发表文告指出,将会在来临的年度股东大会上,寻求股东批准股票回购的建议。

股票回购的消息,激励多美包装的股价大幅攀升,闭市时报1.07令吉,大起10仙或10.309%,全日最高1.12令吉,成交量共有94万8800股。

在2010财年,该公司取得1585万令吉净利,营业额为1亿8425万令吉。


Blogger: As at April 6, 2011 4:57 pm, Tomypak is priced at 1.09.

捷运隧道衬砌管片合约 金轮企业竞标料出线

2011/03/31 10:43:15 AM
●南洋商报

(吉隆坡30日讯)金轮企业(KIMLUN,5171,主板建筑股)可能获得供应隧道衬砌管片的合约,成为巴生谷捷运系统计划的主要受惠者之一。

金轮企业在分析员汇报会上强调的重点,就是可能获得巴生谷捷运系统计划隧道衬砌管片的供应合约,预计这项大型计划的初步工程将会在2012年首季启动,隧道衬砌管片供应合约预计将在2012年下半年开始。

金轮企业在捷运系统计划的唯一竞争对手为MTD混凝土(MTDACPI,5924,主板建筑股)。由于这项业务的国内竞争者不多,分析员相信,合约将提供非常可观的盈利赚幅。

隧道衬砌管片产品的赚幅通常介于15%至25%。

若金轮企业成功获标这项合约,分析员估计从2012年下半年起,才会带来盈利贡献。

拟巴生谷设厂

金轮企业也正计划在巴生谷设立制造厂房和建筑工厂,应付巴生谷捷运系统计划的供应,因为该集团目前在柔佛的厂房产能已接近全面使用。

金轮企业截至2011年1月31日的合约订单达8亿4000万令吉,竞标工程总值则达6亿5000万令吉。

尽管肯南嘉研究分析员不认为金轮企业2011财政年盈利会带来惊喜,不过,相信该集团会成为巴生谷捷运系统计划隧道工程的主要受益者之一。

该分析员根据金轮企业2011财政年每股盈利预测的11倍本益比,给于该股2.16令吉的目标价格。


Blogger: As at April 6, 2011 4:53pm, Kimlun is priced at 1.94

Friday, April 1, 2011

FBM KLCI closes higher

Published: Friday April 1, 2011 MYT 9:36:00 AM
Updated: Friday April 1, 2011 MYT 5:21:31 PM
FBM KLCI closes higher

KUALA LUMPUR: The FTSE Bursa Malaysia Kuala Lumpur Composite Index (FBM KLCI) rose 10.25 points or 0.66% to close at 1555.38 points on Friday.

Sime was up 9 sen to RM9.32; Axiata rose 8 sen to RM4.87; YTL surged 6 sen to RM7.50 while CIMB jumped 14 sen to RM8.34.

Asian markets were mixed.

Nikkei 225 was down 46.71 to 9708.39; Hang Seng Index jumped 274.38 to 23801.90; Straits Times Index rose 20.27 to 3126.12; Taiwan Taiex Index increased 21.83 to 8705.13 while Kospi Index surged 14.31 to 2121.01.

Nymex crude oil in electronic trade surged 47 cents to US$107.19 per barrel.

Spot gold rose US$2.17 to US$1435.07 per ounce.

The ringgit was quoted at 3.0255 to the US dollar.

Tuesday, March 22, 2011

億順機構(EKSONS,9016,主板工業組)

億順機構(EKSONS,9016,主板工業組)在2000年3月31日重組後,便涉及制造三夾板、成衣及編織衣物;制造和分銷時裝、產業、投資控股。

重要資料
財年 Mar07 Mar08 Mar09 Mar10
賺益(百萬令吉) 49.40 41.96 26.03 27.97
每股產值 1.60 1.71 1.84 1.84
KC評語:賺益有波動,日本大地震災後重建對三夾板需求殷切,此股成為玩家主題。

此股周期

交易點 交易點 走勢 差價 天數 買賣1萬股凈賺
0.855(低)2010年3月22日 1.10(高)4月5日 上升 +0.245 14天 $2305
1.10(高)4月5日 0.83(低)5月25日 下跌 -0.27 50天 沒有交易
0.83(低)5月25日 0.935(高)5月27日 上升 +0.105 2天 $919
0.935(高)5月27日 0.85(低)7月7日 下跌 -0.085 41天 沒有交易
0.85(低)7月7日 1.04(高)8月24日 上升 +0.19 48天 $1760
1.04(高)8月24日 0.94(低)9月3日 下跌 -0.10 10天 沒有交易
0.94(低)9月3日 1.15(高)10月14日 上升 +0.21 41天 $1946
1.15(高)10月14日 0.98(低)12月6日 下跌 -0.17 53天 沒有交易
0.98(低)12月6日 1.22(高)2011年1月13日 上升 +0.24 38天 $2238
1.22(高)1月13日 1.05(低)1月31日 下跌 -0.17 18天 沒有交易
1.05(低)1月31日 1.21(高)2月16日 上升 +0.16 16天 $1433
1.21(高)2月16日 1.05(低)3月3日 下跌 -0.16 15天 沒有交易
1.05(低)3月3日 1.32(高)3月17日 上升 +0.27 14天 $2525

此股支持點為:0.855,0.83,0.85,0.94,0.98,1.05,1.05。
其上升周期:14天,2天,48天,41天,38天,16天,14天,平均上升周期24天。
其下跌周期是:50天,41天,10天,53天,18天,15天,平均下跌周期31天。

上週五,此股收市掛1.24。

此股可能會跌回3月15日的1.08才會反彈。假如平均下跌周期31天。
可以作為一個依據,那麼此股買入期是2011年4月17日。
那麼,現在要做什麼呢?現在只有等,如果1.24不會跌破,此股會繼續攀升,如1.24跌破,就可能會跌至1.23,1.18或1.14。如果1.14也守不住的話,則是1.08了。

最安全的做法是等4月17日,或1.08出現,如果此股提早反彈呢?
那你就要應用你的智慧了。

Friday, March 11, 2011

源宗集團(GUANCHG,5102,主板消費組)

源宗集團(GUANCHG,5102,主板消費組)制造出自可可的食品原料,如可可酒、可可牛油、可可蛋糕、可可粉及做可可豆的貿易。

此股週二中午以2.04收市。

如果你知道幾時進場,幾時出場,你一定賺大錢。但,你可以知道嗎?


此股週期

交易點 交易點 走勢 差價 天數 買賣1萬股賺面
0.835(買)2010年7月21日 1.59(賣)8月11日 上升 +0.755 21天 $7372
1.59(賣)8月11日 1.23(買)8月25日 下跌 -0.36 14天 不做交易
1.23(買)8月25日 1.86(賣)9月17日 上升 +0.63 23天 $6073.33
1.86(賣)9月17日 1.53(買)9月30日 下跌 -0.33 13天 不做交易
1.53(買)9月30日 1.98(賣)10月12日 上升 +0.45 12天 $4242.87
1.98(賣)10月12日 1.79(買)12月15日 下跌 -0.19 64天 不做交易
1.79(買)12月15日 2.54(賣)2011年1月6日 上升 +0.75 22天 $7183.21
2.54(賣)1月6日 2.32(買)1月14日 下跌 -0.22 8天 不做交易
2.32(買)1月14日 3.73(賣)2月7日 上升 +1.41 24天 $13656.85
3.73(賣)2月7日 1.69(買)3月2日 下跌 -2.04 23天 不做交易

此股支持點為:0.835,1.23,1.53,1.79,2.32,1.69。

其上升週期是:21天,23天,12天,22天,24天;平均上升週期為20.4天。

其下跌週期是:14天,13天,64天,8天,23天;平均下跌週期為24.4天。

上升與下跌週期,是統計出來的,這里剛剛算出平均下跌週期為24.4,結果,此股在下跌23天後反彈。
反彈之後會上升多久呢?平均上升週期為20.4天,就算是20天吧,也就是說此股的頂點可能落在3月22日,或者也可以注意此股阻力點2.54及3.73。

沙地鎮壓.日本地震 區域股跌馬股挫22點

更新: March 11, 2011 18:05

沙地鎮壓.日本地震
區域股跌馬股挫22點

報導:林苡欣

(吉隆坡11日訊)沙地阿拉伯政府強勢手段鎮壓示威,加上隔夜美股大跌200多點,區域股市同步下挫,外圍利空籠罩馬股,種植股領跌,富馬隆綜指跌破1500點,盤中猛挫23點,閉市跌21.29點!

外圍利空如美國領取失業救濟金申請人數增加、中國2月份意外出現貿易赤字、西班牙主權信貸評級遭調降,及沙地阿拉伯反政府浪潮升溫等,重創隔夜美股。

道瓊斯指數跌近1.9%,收在1萬1984.6點,寫下去年8月11日以來新低;S&P 500指數同樣跌近1.9%,報1295.11點,為今年1月以來最低水平。

隨著美國股市“大地震”,波及馬股在內的區域股市全線告跌,跌幅介于0.2%至1.9%。

截至上午11時43分,MSCI亞太指數跌至134.84點,寫下去年12月21日以來最低水平,本週累積跌幅達3.3%。

馬股今早甫開市挫8點,以1508.88點報開,在種種利空消息環繞衝擊下,跌幅續擴大,交易近2句鐘,跌破1500點關卡。

富馬隆綜指休市掛1501點,挫15.5點,上升股僅84隻,下跌股高達503隻,半日易手4億7830萬股。

警報震盪中港台

午盤間,馬股仍跌跌不休,一度重挫22.78點或1.5%,寫下全日最低1494.13點,閉市則跌21.29點,收在1495.62點,成交量10億2013萬4400股。

另外,日本北部今午發生8.8級大地震,連中國北京都感受震感,太平洋海嘯中心也發出海嘯警報,指日本、俄國、台灣與夏威夷等地,都需要嚴防海嘯。

隨著亞洲多國傳出地震消息,部分區域股市掉頭南下,港股閉市收跌1.6%;日本股市則淪為區域表現最差,跌1.7%;中國上海及深圳綜指則先盛后衰,挫0.8%及0.2%。

日股急跌180點

(東京11日訊)日本東北部遭遇地震可能發生海嘯,股市及匯市也上演“海嘯”,日圓兌美元今日應聲下跌,跌到最低83.07日圓(約3.04040令吉);日股急跌180點。

截至東京時間下午2時53分,日圓兌美元報82.88日圓(約3.03345令吉),地震發生前為82.80日圓(約3.03052令吉)。歐元兌日圓由114.49日圓升至114.81日圓。

日本股市也難逃一劫,擴大盤中跌幅,以跌勢閉市。閉市時,日經指數跌1.7%或179.95點,報1萬0254.43點。

同時,日本股市也受到西亞動盪和西班牙主權債務危機的影響。

《華爾街日報》報導指出,地震發生后,日本國債期貨大幅走高。

主力日本國債期貨合約漲0.67至139.21﹔10年期日本國債收益率下降3個基點,至1.270%。

野村證券交易商相信,里氏7.9級地震相當強烈,足以令東京建築物有震感,但其對日圓的負面影響可能只是短暫的,因為震央遠離東京。

他表示﹐震央不在東京﹔雖然匯市對地震作出反應,但反應並不明顯。

Thursday, March 3, 2011

引入交易通機制 不涉人幣新股 港元下半年可買人幣證券

引入交易通機制 不涉人幣新股 港元下半年可買人幣證券

3月 3日 星期四 05:30 更新
(綜合報道)

(星島日報報道)港交所(388)宣布,計畫於今年下半年推出名為「人證港幣交易通」(TSF)的人民幣資金池機制,讓缺乏人民幣的投資者,通過該機制將港元兌換人民幣,購買人民幣計價證券,但在售出股票後亦只能取回港元。
  港交所行政總裁李小加表示,「交易通」只適用於二手市場買賣,至於人民幣新股方面,港交所會研究先以港元認購,待認購股份獲配發時才以人民幣結算的構思,並研究人民幣證券「雙幣制」,即同一股份以港元及人民幣並行招股及交易,而各有股份代號的可行性。

  賣股後只能取回港元

  「人證港幣交易通」的運作,是投資者可利用港元,透過參與該機制的證券商,證券商從參與銀行兌換人民幣,用於人民幣證券的結算交收。而投資者在 沽出人民幣證券後,須向「交易通」退還人民幣,只能取回等值港元,整個機制於中央結算及交收系統內操作,即所謂「港元入、港元出」確保「交易通」的人民幣 不會流出機制外,而兌換的匯率按市場釐定。港交所僅擔任中間人的角色,並不涉及對手風險。

、  至於「交易通」的人民幣資金規模,會與相關證券的市值掛鹇,將維持在香港人民幣資金總額內一個健康及適當的水平。李小加在業績會上表示,港交所 尚未收到人民幣新股的申請,但接獲一些查詢,他又認為「交易通」作為支援人民幣證券的後備設施,人民幣證券毋須一定要有「交易通」後才能推出。他預期, 「交易通」規模會隨著人民幣證券的規模及需求逐步增加。
  李小加稱,投資者使用「交易通」機制亦涉及成本。據了解回報。而「交易通」的主要風險在其人民幣資金流程。由於「交易通」會在夥伴銀行和經紀間 以背對背的形式管理人民幣及港元的資金流程,因此有關風險應屬可控。交易所會確保有足夠的風險管理措施,減低「交易通」運作產生的相關風險。
  指不會與銀行競爭
  港交所又認為,「交易通」不會成為銀行及經紀的人民幣外匯業務競爭對手,因為「交易通」的人民幣資金來自銀行,因此不會與銀行構成競爭。港交所正積極與業界商討,已與數家銀行會面,但未有具體定案;但他指,本港推出的人民幣股票買賣不需要於交易通落實後,才可實行。
  被問及是否有興趣參與「交易通」,工銀亞洲董事兼副總經理黃遠輝表示,未獲港交所就「交易通」事宜接洽,他稱該行對人民幣有關業務都感興趣,但 目前銀行既已有人民幣兌換服務,客戶開設人民幣帳戶亦很容易,質疑是否需另設「交易通」提供兌匯。他相信「交易通」雖有原則性框架,細節仍要由港交所跟銀 行開會商討,技術問題包括投資者賣出股票後,如何區分哪些人民幣回流「交易通」,哪些存至人民幣銀行帳戶。

Blogger:

SJ Securities (012-6597910 KC)宣布,推出名為「新證馬幣交易通」及「港證馬幣交易通」的新幣及美金資金池機制,讓在沒有戶頭的投資者,通過該機制將馬幣兌換新加坡幣,或將馬幣兌換美金, 購買新加坡幣計價證券,或購買美金計價證券,但在售出股票後亦只能取回馬幣。

目前客戶對兩只股有興趣,即新加坡云頂(Genting SP ) 和香港云頂(Genting Hong Kong Ltd)(GenHK:SP).

新加坡云頂(Genting SP) 是以新加坡幣計價證券, 香港云頂(Genting Hong Kong Ltd)(GenHK:SP). 則是以買美金計價證券, 兩者皆在新加坡交易所上市.

Wednesday, March 2, 2011

FBM KLCI finishes day lower

Published: Wednesday March 2, 2011 MYT 9:53:00 AM
Updated: Wednesday March 2, 2011 MYT 5:26:29 PM
FBM KLCI finishes day lower

KUALA LUMPUR:The FBM KLCI finished trade on Wednesday lower 0.20% or 2.96 points to 1,499.28 after some selling of key blue chips.

Asian stock markets also ended the day largely in the red after crude oil prices remained high at more than US$100 per barrel.

At Bursa,market breadth was negative with only 117 counters up while 796 finished lower.

Commodity-related counters led the losers list.

Tuesday, March 1, 2011

雪州柏朗桑(KPS,5843,主板貿服組)

雪州柏朗桑(KPS,5843,主板貿服組)的業務包括產業發展與管理,基建與水電,投資控股、貿易、酒店業務、高爾夫俱樂部與娛樂設施。

重要資料

財年 Dec07 Dec08 Dec09 Am10
賺益(百萬令吉) 32.00 -0.17 72.22 38.019

每股產值 0.91 0.88 1.04 2.41

KC評語:賺益有波動,只要水供生意得以成功整合,公司的未來收入會穩定下來。

此股周期

交易點 交易點 上升/下跌 差價 天數 買賣1萬股賺
1.19(低)2010年5月25日 1.45(高)6月22日 上升 +0.26 28天 $2406.68
1.45(高)6月22日 1.31(低)6月29日 下跌 -0.14 7天 --(不做交易)
1.31(低)6月29日 1.46(高)7月30日 上升 +0.15 31天 $1296.49
1.46(高)7月30日 1.31(低)8月25日 下跌 -0.15 26天 --(不做交易)
1.31(低)8月25日 1.54(高)10月27日 上升 +0.23 63天 $2090.45
1.54(高)10月27日 1.29(低)12月3日 下跌 -0.25 37天 --(不做交易)
1.29(低)12月3日 1.52(高)2011年1月7日 上升 +0.23 35天 $2093.97

此股支持點為:1.19,1.31,1.29。
其上升周期是:28天,31天,63天,35天,平均上升周期39天。
其下跌周期是:17天,26天,37天,48天,平均下跌周期29天。

從2011年1月7日至2月24日,此股已經調整了48天,應該要回升了。

此股在2月24日跌至1.22後已經有回彈之象,上週五,此股掛1.26。

假如可以持票,1.26是一個可以考慮的買入點,當然會不會此股在回升兩天後又往下跌,這個問題誰也不可能給你准確答案。

最新資料:

2010年10月,由於產業發展領域充滿競爭,該公司將繼續致力於提高營運效率。
該公司預期其基建和公用事業業務將成為主要的盈利貢獻者。
2010年第二季,該公司收入增加154%,主要由於產業發展領域所帶來的收入貢獻提高。
2010年第二季的盈利下跌,因為其他開支及財務成本提高。

Monday, February 28, 2011

KL shares slightly up on Monday

KL shares slightly up on Monday
Published: 2011/02/28

Share prices on Bursa Malaysia reversed its early losses in the midafternoon session, with the key FTSE Bursa Malaysia KLCI increasing 1.98 points to 1,491.25.

It had opened 4.13 points higher at 1,493.40 and had move to an intra-morning low of 1.474.38.

However, sentiments on the broader market remained weak.
Dealers said the market was able to rebound as investors bought into selected heavyweights including MISC, DiGi, Petronas Dagangan and Telekom Malaysia.

Telekom's shares advanced 14 sen to RM3.99 after the company said it planned a capital distribution to shareholders of about RM1.04 billion or 29 sen a share.

Market breath was negative with 228 gainers, 626 losers and 223 counters unchanged. A total of 1163.356 million shares worth RM2.04 billion were traded.

Among active counters, Tanco Holdings declined one and half sen to 38.5 sen, while Ho Wah Genting and Jotech were also down at 64.5 sen and 14 sen, respectively.

For heavyweights, Maybank also lost two sens to RM8.62, while CIMB fell one sen to RM8.06 and Sime Darby erased three sen to RM8.96.

Friday, February 25, 2011

FBM KLCI closes lower on Friday

Published: Friday February 25, 2011 MYT 9:44:00 AM
Updated: Friday February 25, 2011 MYT 5:29:11 PM
FBM KLCI closes lower

KUALA LUMPUR: The FTSE Bursa Malaysia Kuala Lumpur Composite Index (FBM KLCI) dropped 0.60 point or 0.04% to close at 1489.27 points on Friday.

SIME rose 2 sen to RM9.04; Axiata was up 2 sen to RM4.87; YTL surged 6 sen to RM7.12; IOI jumped 3 sen to RM5.46 while KLK dropped 58 sen to RM20.20.

Asian markets were up. Tokyo's Nikkei 225 rose 74.05 to 10526.76; Hang Seng Index increased 411.33 to 23012.37; Straits Times Index was up 48.62 to 3021.70; Taiwan Taiex Index surged 58.01 to 8599.65 while Kospi Index was up 13.55 to 1963.43.

Nymex crude oil in electronic trade rose 52 cents to US$97.80 per barrel.

Spot gold jumped 85 cents to US$1403.72 per ounce.

The ringgit was quoted at 3.0523 to the US dollar.

Thursday, February 24, 2011

More downside seen for local market

Thursday February 24, 2011
More downside seen for local market
By YVONNE TAN
yvonne@thestar.com.my

PETALING JAYA: It may not be the time for bargain hunting yet as there is more downside to the local stock market due to negative external factors.

“It's best to wait it out, the risks are still simmering in the background,” Jupiter Research head Pong Teng Siew said.

A technical market analyst said that with the prevailing external uncertainty and frail sentiment in the region continuing to weigh on the local bourse, compounded by the bearish reading from short-term technical indicators, share prices looked likely to stay in consolidation mode in the intermediate term.

“And they look in great danger of carving out a downtrend channel going forward,” he told StarBiz yesterday.

Investors appeared to be staying at the sidelines yesterday with only 1.7 billion shares being traded compared to the average daily volume of more than 2 billion at the start of the year.

The local benchmark FTSE Bursa Malaysia KLCI had yesterday shed more than 10 points in intra-day trading before finishing at 1,511.11, 2.52 points or 0.17% lower, dragged down mostly by plantation stocks affected by lower crude palm oil prices.

Airline stocks, AirAsia Bhd and Malaysia Airlines, extended Tuesday's losses on high oil prices, losing 6 sen and 2 sen each to RM2.48 and RM2 respectively.

Based on the daily bar chart, Bursa Malaysia has been in correction process since peaking out at an all-time high of 1,576.95 on Jan 6.

“Pivotal support floor is pegged at the recent lows of 1,490.44, followed by 1.474.02 points,” said the technical analyst.

As for the upside, the FBM KLCI would be facing stiff resistance at the 21-day simple moving average (SMA) of 1,524 and 50-day SMA of 1,529, of which a successful penetration will indicate the end of the current correction phase, he said.

“Logically, a new leg of uptrend, or bullish reversal formation would follow suit, if buying momentum remains strong after the positive breakout,” he added.

Pong said that until a clear resolution to the ongoing political turmoil in the Middle East and North African regions was established, market players should be cautious.

“Once there is clear resolution, I believe the market will continue with its uptrend. There is enough liquidity in the system for that,” he said.

Markets worldwide had taken a beating in recent weeks with sentiment turning sour following anti-government protests in the Middle East and North Africa, market downgrades and natural disasters.

Meanwhile, oil prices have peaked to over US$95 per barrel on supply concerns as both the Middle East and North Africa regions are oil-producing regions.

Investors had been taking profit in Asian markets, which registered healthy gains last year, since last month and these recent negative external factors coupled with inflationary pressure in the Asian region were giving them all the more reason to do so, analysts said.

Monday, February 21, 2011

FBM KLCI in consolidation mode

Published: Monday February 21, 2011 MYT 11:22:00 AM
Updated: Monday February 21, 2011 MYT 5:17:00 PM
FBM KLCI in consolidation mode
by TEE LIN SAY

KUALA LUMPUR: The FBM KLCI continued with its consolidation, amid escalating unrest in the Middle East and China, and an early surge in crude oil prices.

In Malaysia, news of the MRT continued to hog the headlines. Last week, during the display of the MRT blue line at the KL City Council, the main crowd-puller was the video display and narration of the planned alignment from Sungai Buloh to Kajang.

Tenders for the Blue Line may be called as early as in April 11, which would provide ample time for the 2 to 3 month evaluation period before contracts are awarded. The government aims to start work on the project in July 11, which is achievable though only for peripheral earthworks and site preparation.

In China, Chinese security officials questioned and detained scores of activists at the weekend and warned others against staging protests after an online call was made for demonstrations in 13 cities.

The swift crackdown underlined the anxiety of authorities in the wake of the Egypt uprising and protests across the Middle East.

After a massive selldown two weeks ago, foreign funds returned to emerging Asian markets last week. MIDF Research said that while China may still be in favour, foreign funds were also back snapping stocks in Asian Emerging markets.

There was heavy buying by foreign funds of equity in the Thailand, Indonesian and to some extent, India and Philippine markets last week.

Foreign funds, bought on net basis, US$476mil equity in Thailand and US$274mil in Indonesia, a sizeable amount by historical standard

At 5pm, the FBM KLCI was up 8.29 points to 1,525.85. There were a total of 311 gainers and 792 losers with 267 stocks unchanged.

Tokyo's Nikkei 225 was up 0.14% to 10,857.53 and Hong Kong's Hang Seng Index was down 0.47% to 23,485.42.

Shanghai's A index was up 1.12% to 2,932.25 while Taiwan's Taiex Index was down 0.05% to 8,839.22.

Seoul's Kospi Index was down 0.39% to 2,005.3, with Singapore's Straits Times Index was down 0.66% to 3,066.41.

Nymex crude oil was up US$1.78 cents to US$104.30 per barrel.

Spot gold was up US$10.30 to US$1,398.90 per ounce.

The ringgit was quoted at 3.0355 to the US dollar.

Friday, February 18, 2011

聯熹(RANHILL,5030,主板建築組

聯熹(RANHILL,5030,主板建築組)曾經在2008年虧大本,但2009年轉虧為盈,2010年則凈賺1542萬令吉。

此公司因為子公司聯熹華利巴申與睦興旺工程成立的財團,標獲國油氣體頒發的10億7000萬的工程而引起股友注意。
聯熹子公司在此財團佔7成股份,對未來收入貢獻良多。

買股票就是買未來,有了這個消息,股項價格會發飆升。但是,此股卻一反常態。
消息宣佈後,反而滑了下來。

這意味著此股擁有本身的週期或規律,你必須要遵循其規律走,才可以賺大錢。

讓我們看看看此股的規律:
交易點 交易點 上升/下跌 差價 天數 買賣1萬股賺
0.745(買)2010年9月21日 0.825(賣)10月4日 上升 +0.08 13天 $684.09

0.825(賣) 10月4日 0.78(買)10月11日 下跌 -0.045 7天 ---(不做交易)

0.78(買)10月11日 0.835(賣)10月12日 上升 +0.055 1天 $431.25

0.835(賣)10月12日 0.77(買)11月2日 下跌 -0.065 21天 ---(等待時機)

0.77(買)11月2日 0.96(賣)11月9日 上升 +0.19 7天 $1773.01

0.96(賣)11月9日 0.785(買)11月18日 下跌 -0.175 9天 ---

0.785(買)11月18日 0.835(賣)11月19日 上升 +0.05 1天 $380.94

0.835(賣)11月19日 0.765(買)11月24日 下跌 -0.07 5天 ---

0.765(買)11月24日 0.82(賣)11月26日 上升 +0.055 2天 $433.15

0.82(賣)11月26日 0.775(買)11月29日 下跌 -0.045 3天 ---

0.775(買)11月29日 0.865(賣)12月15日 上升 +0.09 16天 $779.68

0.865(賣)12月15日 0.815(買)12月20日 下跌 -0.05 5天 ---

0.815(買)12月20日 0.915(賣)12月22日 上升 +0.10 2天 $872.01

0.915(賣)12月22日 0.83(買)2011年1月3日 下跌 -0.085 12天 ---

0.83(買)2011年1月3日 0.94(賣)1月11日 上升 +0.11 8天 $969.49

0.94(賣)1月11日 0.81(買)1月26日 下跌 -0.13 15天 ---

0.81(買)1月26日 0.93(賣)1月28日 上升 +0.12 2天 $1071.38

此股支持點為:0.745,0.78,0.77,0.785,0.765,0.775,0.815,0.83,0.81,0.835,0.84。

其上升週期是:13天,1天,7天,2天,16天,8天。

其下跌週期是:17天,21天,9天,5天,3天,5天,12天,15天。

2月14日,即剛剛過的週一,此股以0.845收市,它當天最高0.855,開市見0.86,也是最高點。

基本上,此股已經調整了9個交易天。

按照過去規律,理應反彈。

上述下跌週期是包括週六及週日,當然交易日就不包括週六及週日與假期。

如果調整12天,是2月9日,已經過了,撰寫本文時已經是2月15日。

如果調整15天是2月12日,也已經過了。

如果調整21天,則是2月18日,就在眼前。

技術分析是非常客觀的,講究歷史會重演,且讓我們看看這次的歷史會否重演。

Thursday, February 17, 2011

Inflation causes funds to shift

Friday February 18, 2011
Inflation causes funds to shift
By YVONNE TAN
yvonne@thestar.com.my

Foreign funds moving money from emerging markets to more matured ones

PETALING JAYA: Most emerging equity markets in Asia have been experiencing sell-downs in recent weeks with foreign funds shifting their money to the more matured markets even as inflation in the region becomes more of a concern.

“Funds will continue to flow out from this region largely on the theme on inflation, the worst of which is not over,” Jupiter Securities research head Pong Teng Siew said.

Extreme weather conditions in most parts of food-producing countries such as Russia, Latin America, Australia and China have kept food grain prices at historical high levels globally, pushing inflation levels up. And emerging markets especially those in Asia, where grains are consumed the most, have been most affected.

Low income nations like India and the Phillipines are the worst-hit as it means that the people there now have to spend a huge amount of their limited income on food, leaving little else to buy other things which can help spur economic growth.

Selling of shares in the emerging markets of India and the Philippines was heavy in the whole of last week, compared to their generally low trading volumes with an estimated outflow of US$178mil and US$48mil respectively, based on information compiled by MIDF Research.

Foreign funds turned net sellers in both nations in early January.

In Malaysia, inflation is still relatively low (at 2.2% in December).

However, that has not stopped foreign funds from cashing out of the market following healthy gains last year.

In Malaysia, according to data compiled by Maybank Research, foreign funds had turned net sellers last week, selling off RM1.18bil worth of shares.

OSK Research head Chris Eng said funds were taking profit following the stellar gains last year made by most emerging markets. In the case of the Malaysian market, it yielded a 31% return in US dollar terms.

The profit-taking is exacerbated by a host of factors including the fact that developed economies were starting to look more attractive, having been under-invested since the global financial crisis of 2008/09 and given their path, albeit a rocky one, to recovery now.

“A flight of funds from emerging markets back to developed markets is happening,” Eng said.

Recent Bursa Malaysia data indicates that foreign investor participation in the local stock market dropped as early as last month as foreign buyers' net purchases took a dip. Net purchases of local stocks by foreigners fell to RM100mil in January, a steep fall from RM2.6bil in December.

Net purchases stood at more than RM4bil at the peak in September last year, the data showed.

Still, MIDF Research does not think that this is a case of foreigners cashing out of Malaysia en bloc.

“Amid the selling, some foreign investors have been picking up good stocks at depressed prices,” MIDF said in its report issued on Feb 14.

The 30-stock benchmark FTSE Bursa Malaysia KLCI index has risen 3.23 points or 0.2% so far this week after losing a total of 45.07 points, or 2.93%, in the last three trading weeks of last week, wiping out all its year-to-date gains.

Monday, February 14, 2011

埃及雨過天青 馬股見晴重返1500點

更新: February 14, 2011 17:39

埃及雨過天青
馬股見晴重返1500點

報導:林苡欣

(吉隆坡14日訊)埃及政局回穩,加上美股上週五(11日)收高,包括馬股的區域股市皆聞訊起舞,富馬隆綜指更重返1500點水平,盤中一度勁漲19點。

埃及總統穆巴拉克上週五(11日)辭去職務,舒緩區域緊張情緒,全球股市得以喘口氣,美股上週五微揚0.4%,帶動區域股市翩翩起舞,漲幅介于0.9%至2.5%。

其中,又以中國上海及深圳股市表現最佳,各漲2.5%及2.3%。

馬股亦不落人后,今早揚3.37點,以1497.89點迎市,交易16分鐘分一度下探至1494.13點,惟投資者續趁低進場,藍籌股如金融股今日領軍北上,富馬隆綜指短時間即擺脫跌勢,早盤一度勁漲17.02點至1511.54點。


今日下午休市時,富馬隆綜指掛1505.33點,起10.81點,今日約19億7839萬2000股易手。

短期看淡走勢

僑豐投資研究技術分析員陳國傑透過報告指出,馬股過去半年走勢反覆,上週更劇烈回調,短期看淡富馬隆綜指走勢。

“基于馬股曾失守1500點水平,且在1505點劇烈波動,甚至可能進一步回調至1474點水平,因此我們短期維持‘中和’評級。”

不過,黃氏星展維克斯研究預計,富馬隆綜指一旦止跌回揚至1500點水平,馬股則仍呈上揚趨勢,並有望挑戰1530點阻力水平。

午盤間,富馬隆綜指仍健步如飛,盤中最高漲18.77點至1513.29點,閉市時則收在1505.33點,起10.81點,成交量19億7839萬2000股。

游資充裕將重返 高風險高回酬 新興市場料引資更多

更新: February 14, 2011 17:39

游資充裕將重返
高風險高回酬 新興市場料引資更多

報導:李玉萍

(吉隆坡14日訊)全球資金近期大舉撤離新興市場,導致區域股市上週應聲倒地,引起市場一陣恐慌,但分析界大派定心丸,認為新興市場雖向來被歸類為高風險資產級別,料續獲尋求高回酬的投資者垂青,流入資金將進一步走高。

一名經濟分析師告訴《中國報》,美聯儲去年11月宣佈次輪量化寬鬆貨幣政策(簡稱QE2)后,美國國會隨即12月通過延長減稅期限計劃,讓當地去年12月和今年1月出爐的經濟數據皆優于預期。

價值更誘人

他補充,去年是新興市場表現格外亮眼的一年,全球基金經理早已賺得眉開眼笑,如今眼見美國經濟稍微回溫,自然重新部署投資策略,從新興市場撤走部分資金。

“再者,新興市場面對通貨膨脹壓力及中央銀行收緊貨幣政策的升息風險,埃及動盪的地緣政治危險讓游資成為驚弓之鳥,拋售亞股趕返心中的安全港口美國。”

問到這股資金撤離趨勢會否延續甚久時,他認為,發達國家的擴充式貨幣政策讓全球游資過剩,只要美聯儲保持QE2不變,充裕的游資最終還會重投新興市場懷抱,畢竟經一輪賣壓后的新興市場價值更誘人。

聯昌投資銀行區域經濟分析主管李興裕也指出,因為利率差異、經濟成長差異和更佳的財政定位,相信全球游資將繼續流入新興市場,並有提高趨勢。

“另個影響資金流向的關鍵因素是,投資者認為新興市場的表現對情緒或政策風險的敏感度非常高,但調整投資組合后的資金仍會回歸以尋求高回酬。”

他在分析報告透露,流入新興市場的私人資金在去年回揚到9080億美元(約2兆7700億令吉),國際金融研究所(IIF)更估計今年將提高到9600億美元(約2.93兆令吉),明年則翻越1兆美元(約3.05兆令吉)。

美若轉舵或再掀大賣壓

儘管目前的游資外撤乃短暫現象,但投資者必須密切關注美聯儲對QE2的態度,任何的半途而廢或縮小規模將導致全球游資進一步收窄,新興市場屆時恐怕面對另一輪更沉重賣壓。

經濟分析師指出,目前撤離新興市場的外資僅有小部分,投資者暫無需太慌張,現在到今年中都不會有太大問題。

“不過,市場應更關注美聯儲對QE2的立場有否出現任何變化。”

他解釋,美國宣佈QE2后造成全球游資四溢,但若美聯儲突然改變立場,決定腰斬或縮小規模必定造成市場動盪。

“到時全球原本過剩的游資將驟減,資金有限的情況下將變得格外挑剔,加上新興市場為了應付通脹的升息活動,可能逼使新興市場面對另一輪更沉重賣壓,所以投資者務必謹慎。”

提到新興市場蠢蠢欲動的升息潮時,他說,通脹素來不利股市走勢,因為企業盈利往往隨著投入資源成本和勞工成本走高首當其衝。

“若央行升息不但使企業的借貸成本,也會削弱經濟成長的力道,這些都是外資不願預見的風險。”

Blue chips hold on to gains, KLCI up nearly 11 points as at 5pm. 

Blue chips hold on to gains, KLCI up nearly 17 points in late afternoon
Malaysia Sun
Monday 14th February, 2011
(Source: The Edge Daily)

KUALA LUMPUR: Blue chips held on to their gains on Monday, Feb 14, as investors? sentiment was underpinned by the positive external data while the broader market reflected some optimism.

At Bursa Malaysia, the FBM KLCI rose 16.99 points to 1,511.51 as at 3.28pm.

Turnover was 1.39 billion shares valued at RM1.19 billion. Advancers beat decliners 526 to 237 while 267 stocks were unchanged. China's main stock index posted its best daily performance in two months on Monday, closing up 2.5% at an eight-week high, as talk of slower-than-expected inflation in January suggested to investors that more policy tightening could be postponed.

According to Reuters, traders said that consumer prices (CPI) may have risen 4.9 percent in the year to January, well below the consensus forecast of 5.3 perce... ...

Friday, February 11, 2011

外資續套現馬股失守1500點 趁低累積優質股避外資股

更新: February 11, 2011 17:46

外資續套現馬股失守1500點
趁低累積優質股避外資股

報導:邱佩勛

(吉隆坡11日訊)銀行股與種植股領跌,馬股市在早盤跌破1500點心理關卡,盤中最低跌至1490.44點!券商建議,投資者可趁低累積優質股,但應避開外資持股比重高的股項。

分析員指出,避險基金展開利差交易平倉(carry trade unwinding),是外資在亞太區大幅拋售的主因。

那些已在本區域獲利的外資,從去年底開始撤資回歐美,也是亞太股市重挫的導因。

外圍利空環繞不散,加上升息隱憂、原棕油價格漲勢或將告一段落等因素,更加劇大盤跌勢。

但分析界認為,這也是趁低買入優質股的時機。

馬銀行投銀分析員黃秋嫻認為,投資者可趁大盤弱勢,累積基本面佳的股項。

“至于近期外資持股比重增加的股項,則應該避開。”

保留現金

僑豐投資研究董事兼研究主管吳保雲指出,由于馬股上行和下行的可能性幾乎持平,建議投資者趁低買入。

考量我國經濟成長前景,僑豐投資研究維持1648點的富馬隆綜指合理水平。

從技術分析而言,僑豐投資研究短期看跌富馬隆綜指,一旦指數跌破1500點心理關卡,即時揚升阻力點將落在1505點。

馬銀行投銀預計,富馬隆綜指在跌破1500點后,下一道關鍵支撐點將落在1474點。

“我們建議散戶趁高套現,並保留更多現金或抗跌股。”

該行預測,富馬隆綜指今年底的目標水平為1710點。

富馬隆綜指挫9點

富馬隆綜指在國內外利空籠罩下,今早雖揚2.92點,以1506.91點開市,但仍不敵賣壓慘陷跌勢,並在開市近16分鐘后跌至1499點水平,失守1500點!

截至早盤結束,在41隻主要板金融股當中,只有5隻股走高,下跌的金融股高達24隻,比重達58.5%。

主要板44隻種植股當中,就有28隻股陷跌勢,比重逾63.6%,僅4隻股處于揚勢。

休市時,富馬隆綜指跌6.59點,報1497.40點,寫下去年12月以來盤中最低水平,上升股134隻,下跌股高達621隻,半日有8億6089萬5100股易手。

閉市時,富馬隆綜指報1494.52點,挫9.47點,上升股206隻,下跌股635隻,成交量16億7986萬6800股。

Wednesday, February 9, 2011

中國升息.區域受驚 狡兔鬧馬股回吐3點

更新: February 9, 2011 17:44

中國升息.區域受驚
狡兔鬧馬股回吐3點

報導:何燕羚

(吉隆坡9日訊)趁春節長假結束前夕,中國央行出其不意地為市場獻上“兔年禮物”,在無預警下升息25個基點,導致亞洲股市上演“狡兔鬧事”戲碼,走勢先盛后衰,回“兔”連日漲幅。

馬股連續3個交易日報捷,累積攀高19.61點,其中兔年首兩個交易日,都交出價量齊漲的好成績,搶得好意頭。

今早,馬股原延續此好彩頭,以揚高2.08點的姿態開跑,惟已連續2天跑不停的兔子,似乎已顯疲態,早上交易35分鐘后,走勢往南探,早盤跌幅逾6點。

休市時,富馬隆綜指掛1534.74點,下跌4.81點,多達500隻股下跌,交投比昨日降溫,半日成交量12.3億股。

終場時,收1536.07點,滑落3.48點,成交量2億9652萬5400股。

亞洲料升息

中國人民銀行週二晚間宣佈,週三起上調金融機構人民幣存貸款基準利率25個基點,成為年內首次、也是去年10月以來第三次升息,正加大打擊通脹火力。

升息屬利空,也許投資者如今樂見亞洲貨幣政策趨緊的現象,亞洲市場對中國升息處之泰然,亞股走勢今日雖受影響,跌勢卻不重,跌幅約1%,稍回吐之前升幅,走勢尚算平穩。

香港、台灣、韓國、印尼、新加坡及菲律賓股市,今日都與馬股處在下跌格局。

豐富投資銀行分析員指出,低價股套利風熾烈,馬股仍頂得住,走勢要在短期叩響1550點依然可期。

國際大宗原產品價格震蕩走高,令未來物價走勢更不樂觀,為抑制通脹預期,市場預計,亞洲央行將啟動升息政策。

美國道瓊斯指數週二小幅上揚22.32點,以1萬1203.55點反應中國升息的消息。

Wednesday Feb 9, 2011--KLCI is down by 3.48 to close at 1536.07

KLCI is down by 3.48 points to close at 1536.07. There were 2.1 billion shares traded value at 2.6 billion ringgit. There were 347 risers and 493 losers, 286 counters unchanged and 260 counters not traded.

Regional markets also fall because China raise interest rate.

There is a report from Reuters on the issue of China raising interest rate as follows:


Wed Feb 9, 2011 3:48am EST

* Hang Seng slides 1.4 percent, property, banks weigh

* HSBC at 52-week high, short-selling picks up

* Commodity-related counters hit by profit-taking

(Updates to close)

By Vikram S.Subhedar

HONG KONG, Feb. 9 (Reuters) - Hong Kong shares slid on Wednesday, with the benchmark index falling below its 100-day moving average after China's second interest rate rise in just over six weeks prompted a selloff in developers and energy counters.

The Hang Seng Index fell 1.4 percent to its lowest close this year while Shanghai's main stock index closed 0.9 percent lower after mainland markets reopened after a week-long break for Lunar New Year.

China's central bank raised interest rates on the last day of the holiday and set the yuan mid-point for the day's trading in the currency against the U.S. dollar at a record high as it battles stubbornly high inflation.

"We expect further interest rate tightening from China for as long as they need to curb inflation, cool off asset markets, while at the same time maintaining a slow appreciation of the RMB," said Wilfred Sit, Head of Asia Pacific Investment Strategy at Mirae Asset Global Investments in Hong Kong.

"The recent moves by China will give more room for other Asian countries to raise rates and regional equity markets will react negatively to this."

Property, commodity-related and financial firms led the selloff in Shanghai on worries that higher borrowing costs could curb consumer demand for homes and new loans. The property sub-index fell 2.1 percent.

That weighed on developers in Hong Kong which have lagged the broader market this year after a strong second-half rally in 2010.

Hong Kong's property sub-index fell 2.4 percent and is down 2.7 percent this year compared with the Hang Seng's mild 0.6 percent gain.

Chinese developers in Hong Kong were hit the hardest with New World Development down 4.2 percent, while Sino Land Co slumped 4 percent. Local bellwether Sun Hung Kai Properties Ltd fell 2.4 percent.

Tuesday, February 8, 2011

Tuesday Feb 8, 2011---KLCI up 3.95 to close at 1539.55

Today KLCI was up 3.95 to close at 1539.55. There were 3.1 billion shares traded value at 2.7 billion, 506 counters were up and 379 counters down, 257 counters unchanged and 244 counters non-traded.

Among the top 10 counters were: Kbunai, Olympia, Muiind, Compugt, Iris, CNI, HWGB, Saag, Asiapac, Mulpha.

Ringgit hits new 13-year high

Tuesday February 8, 2011
Ringgit hits new 13-year high

KUALA LUMPUR: The Malaysian ringgit hit a new 13-year high of 3.0345 in intra-day trading yesterday before ending trade at 3.036 against the US dollar.

A local wire service quoted a currency trader as saying the new high was driven by speculation that Asian central banks may raise interest rates to curb inflationary pressures and the continued demand for the local currency.

An AmBank Group report said yesterday that the ringgit's strength was precipitated by stronger-than-expected December export data, as manufacturers shipped more palm oil and petroleum products to customers in South-East Asia and Japan.

For latest Bursa Malaysia indices, charts and other information click here

For Bank Negara statements click here

For reports from the Statistics Department click here

Monday, February 7, 2011

Monday Feb 7, 2011, KLCI is up by 3.78 to close at 1535.60

KLCI is up by 3.78 to close at 1535.60. There were 3.2 billion shares traded value at 2.6 billion ringgit. There were 567 counters up, 287 counters down, 240 counters unchanged, and 297 counters untraded.

Among the top 10 counters are: Iris, Kbunai, Talam, Saag, HWGB, Ramunia, Jotech, Daya.

微調0.2%.等待批准 公積金局料派息5.85%

更新: February 7, 2011 17:47

微調0.2%.等待批准
公積金局料派息5.85%

(吉隆坡7日訊)消息透露,僱員公積金局預計2010年度派息率是5.85%,比上次多了0.2%。

“馬來西亞局內人”網站引述消息,指僱員公積金局是在上月的董事局會議,決定把派息率從原有的5.65%,微調0.2%至5.85%。

消息透露,僱員公積金局是根據投資回酬決定調幅,但消息未說明去年度的投資盈利。

在2009年,僱員公積金局盈利是196億3000萬令吉。

消息透露,當局投資部上月向董事部如此建議,目前等待財政部批准。

根據會議,財政部將批准僱員公積金局的建議,預計會在本月或3月初正式公佈。

有630萬會員

過去,僱員公積金局宣佈2007年派息率為5.8%、2006年是5.15%,而2005年則是5%。最高派息率是1983年和1986年的8.5%。

根據之前報導,去年9月30日結束的第3季僱員公積金局投資記錄,提高5.12%至57億5000萬令吉。這是根據4254億9000萬令吉的投資支出。

僱員公積金局也在去年首季,賺取55億5000萬令吉,逐年上升70%,第2季則是59億3000萬令吉。

僱員公積金局共有630萬名會員。

過去數年僱員公積金局派息

2005年──派息率:5%

2006年──派息率:5.15%

2007年──派息率:5.8%

2008年──派息率:4.5%

2009年──派息率:5.65%

2010年──派息率:預料5.85%

華商機構(Waseong, 5142,工業產品組)

假如有10個好友,每個人有10萬投資基金,大家因為忙於做生意,沒有時間看股市,因此決定聘請一個技術圖表專家,每個月薪金5000令吉,圖表專家的工作非常簡單,就是用Meta Stock選股,一出現有買入訊號,就叫這10個好友進場扯購,這樣的操作方式,可以賺到錢嗎?

我們用2天簡單移動平均線及日本陰隊燭圖來操作,從去年6月份開始操作,成績如何呢?

每人出資10萬,就有100萬令吉投資基金,撥出6萬作為圖表專家的薪酬,還剩94萬可以投資,把94萬分3份,即每次出擊,只動作到31萬3333令吉33仙。

華商機構(Waseong, 5142,工業產品組)的模擬交易成績如下:

支持點 阻力點 升幅 動用31萬3333令吉33仙

2.05(買入)2010年6月7日 2.28(沽出)2010年6月16日 +0.23 152,000股(交易量) $30,154.59凈賺

2.15(買入)2月6日 2.40(沽出)7月16日 +0.25 159,000股(交易量) $34,468.26

2.33(買入)7月23日 2.52(沽出)7月30日 +0.19 162,000股(交易量) $25,043.09

1.99(買入)9月1日 2.27(沽出)9月22日 +0.28 202,000股(交易量) $50,277.72

1.93(買入)12月10日 2.17(沽出)12月15日 +0.24 234,000股(交易量) $49,155.78

1.99(買入)12月30日 2.45(沽出)2011年1月14日 +0.46 252,000股(交易量) $107,751.05

假定你捕捉住股價的變動,當初投入31萬3333令吉33仙,可以凈購29萬9850令10仙,回酬驚人。

不要忘記這只是半年的收稅,而且還有62萬6667令吉的投資金沒有計算,這62萬令吉可以投資在另外2個股項,而且相信也會有很好的回酬。

模擬的交易當然十分美好,不過,重點是股票交易,只要用對工具,用對技術,專心並有專人操作,肯定會有很好的回酬。

當然投資是有風險的,你在支持點買入,又可以持票,股票基本面好,即使下滑,也會很快回升。

此股週一(1月31日)以2.30收市,當天最低2.28,它在1月14日會升至2.45。

假如在2.30買入1萬股,並在2.45沽出,你的凈購是$1151.75,回酬率5%。
5%的回酬是很好的,因為可能你要等幾天而已。

Wednesday, February 2, 2011

除夕交易半日有驚喜 馬股顯最後虎威漲12點

更新: February 2, 2011 17:19

除夕交易半日有驚喜
馬股顯最後虎威漲12點

報導:何燕羚

(吉隆坡2日訊)馬股市大展最后虎威,在福虎年最后交易日上漲12點,以大紅盤姿態封關,為股民增添除夕新春喜氣。

馬股火熱迎金兔,以12點漲幅為虎年封關,報1532點半日成交量高達15.3億股,猶勝週一的全日14億股。

今天是除夕夜,馬股提早在中午12時30分閉市,加上昨日是聯邦直轄市區假期,投資者早在上週已陸續“收工”,暫離股海返鄉過年。

市場原認為將交投淡靜,並不會有特別的看頭,結果卻是捎來意外驚喜,全日走挺,出乎市場預料!

全年漲273點

今早,富馬隆綜指以1532.49點,小起4.80點,為虎年最后一個交易日衝刺,交易不到40分鐘漲幅超過10點,創下1月5日以來最大單日升幅,大盤交投尚熱。

閉市時,收1531.82點,漲11.88點,成交量15億3190萬2000股,虎年累計高漲272.75點。

馬股將在下週一(7日)開市迎接精靈小白兔。

回顧虎年最后一個月的走勢,有顯“虎”頭蛇尾。今年,馬股提早向投資者派紅包,不像去年般,新年前1週才掀起春節漲潮。

馬股在開年大放送,連續5個交易日刷新歷史新高紀錄,于1月7日高漲至1572.21點,帶動所有類股全報捷,若投資者當時“見好即收”套利出場,如今已拿著大紅包等過個歡喜年。

未把握良機的投資者,則“見財化水”

1月3日至7日是最佳套現期,隨后6個交易日進入盤整,之后更是投資者的惡夢。

18日開始,富馬隆綜指連續6個交易日告跌,累積跌幅達54.49點,完全回吐月初的漲幅,不僅打回原形,還陷入苦守1500點的格局。

年後開紅 幾率達80%

統計過去5年新春開盤的數據,上漲幾率達80%,平均升幅1%。

馬股漂亮封關,大環境未有大變化,及外資持續進場的前提下,農曆年后料延續上漲力道,兔年紅盤行情獲正面看待。

分析以往5年(2006年至2010年)的數據發現,馬股在春假后的首個交易日,“4起1跌”。

2007年的漲幅最大,2月21日當日收在1278.22點,高漲16.13點或1.3%,若是以比重計算,則是2006年6表現最佳,升了1.5%。

2008年,是唯一新年開盤報跌的一年,收盤時下跌8.56點,報1407.38點。

不過,風險層面而言,馬股連續休市4天半,投資者仍要留意期間的環境變化,包括目前強勢的美國股市會否出現劇烈震盪、匯率變動等。

休假期間,國際股市照常交易,歐美市場公佈的相關經濟數據與股市表現,亦是開紅盤的重要外圍因素。

農曆年假期后,馬上進入企業財報旺季,正月營收將陸續公佈,具業績題材的個股,將是兔年開紅盤的焦點。

虎盡甘來揚眉兔氣

除了馬股,香港和新加坡股市今日都只有1個交易時段,收盤時全線造好。

美國製造業寫下6年來的最大增速,提振投資者對全球經濟復甦的樂觀情緒,激勵香港恆生指數在10時23分高漲302.71點或1.3%,報2萬3785.66點,為1月12日來最大升幅。

閉市時,恆指收2萬3908.95點,高揚426.01點。

新海峽指數亦虎虎生威,開市25分鐘即漲了15.98點,報3200.72點,最后掛收3211.12點,升26.38點。

中股大唱豐收

馬股、港股和新股是難兄難弟,同時間休市之余,亦在同一天2月7日恢復交易。

中國已在昨日(2月1日)大唱豐收封關,閉市掛2798.96點,起8.27點或0.3%,全週勁漲4.5%,創下去年10月以來最大單週漲幅,投資者休戰前喜獲紅包。中國股市將在9日才開市。

不過,有中國投資者認為,虎年滬深股市,除了中小板、創業板被熱炒之外,別無其他看頭,真是個“紙老虎”,既不中看,也不中用。

韓國股市也是昨日打收宮戰,KOSPI指數閉市時小起2.30點,報2072.03點。

台灣是最早融入新春假期的區域股市,在1月28日最后一個交易日交出漂亮的走勢,無畏亞股走跌衝擊,逆勢走揚43.02點,9145.35點作收,連續12年封關日收紅。

至于柬埔寨、泰國、菲律賓和日本,並未把農曆新年列為公假,大年初一(2月3日)將照常營業。

臥虎藏牛末季牛氣沖天

回顧虎年全年表現,可說是臥“虎”藏“牛”,上半年表現平淡,在下半年以至最后一季,牛氣沖天!

馬股富馬隆綜指在上半年,在1259點至1314點區間波動,6月起展開攻勢,晉身全年的主要漲升段,連續4個月創高點。

踏進下半年,富馬隆綜指7月收1360.92點、8月報1422.49點、9月報1463.50點、10月報1505.66點,之后在11月10日攀上1531.99點。

到了2011年1月份 ,即農曆的“虎尾”,馬股則連連創新高!

雲頂盤中猛飆98仙
半日市值激增50億

雲頂(GENTING,3182,主板貿易)財神爺上身,在新春假日最后關頭大派新年財,股價今日盤中猛飆98仙,創逾6個月最大單日漲幅,市值半個交易日激增50億令吉!

奈何,已提早收兵過年的投資者,則大喊走寶。

全日漲68仙

雲頂今早甫開盤即揚高14仙,隨后啟動最強的引擎動力,一路往北飛馳,先在9時12分站上11令吉,休市前1小時,漲勢最為奪目,出現每分鐘都跳高的高潮畫面,在11時57分寫下全日最高價位11.64令吉,暴漲98仙。

不過,接近閉市時,雲頂漲勢回弱,最后收11.34令吉,大漲68仙或6.38%,成交量868萬3800股,市值半日增加50億令吉。

另外,雲頂新加坡(Genting Singapore)旗下聖淘沙名勝世界綜合度假勝地有限公司(Resorts World Sentosa),借貸42億新元(約98.7億令吉)再融資債務,包括總值35億新元(約82.3億令吉)的有期貸款,及5億新元(約11.8億令吉)循環信貸(revolving credit facilities)。

雲頂新加坡發佈文告說,共19家信貸公司負責主理上述貸款。同時星展銀行(DBS Bank)和華僑銀行(OCBC)提供1億9250萬新元(約4.5億令吉)的銀行擔保信貸。

Thursday, January 27, 2011

Friday Jan 28, 2011--KLCI is down 7.7 at 1519.26 (11:31am) Ranhill also follows the trend of the market

At 11.19 am KLCI is down 7.11 at 1519.81.

Ranhill(5030) is supposed to fly because of the contract announced yesterday. However, because the market is weak, so it also follows the trend.

It went up to 0.93 this morning but the price cannot hold, it came down to 0.89 at 11.23am

News supposed to drive the price up but not necessary.

That is why I said when you bought a stock, you are at risk because there is no guarantee it will go. Even if the price rises, it might not hold so you still have to know when to buy and when to sell to grasp the profit if you are doing trading.


Wednesday, January 26, 2011

Thursday Jan 27, 2011--At 3:46pm KLCI is up by 7.59 at 1527.59. The Edge reported about the announcement by Ranhill...

At 3:46 pm KLCI is up by 7.59 at 1527.59.

Market was so bad yesterday, but today it just changed completely.

My friend called me to inform me about Ranhill's announcement on The Edge online news as follows:

Ranhill subsidiary has lion share of RM1.07b Petronas Gas job PDF Print E-mail
Written by Surin Murugiah of thedgemalaysia.com
Thursday, 27 January 2011 15:00
Bookmark and Share

KUALA LUMPUR: RANHILL BHD [] has said its subsidiary Ranhill WorleyParsons Sdn Bhd has a 70% stake in the consortium with MUHIBBAH ENGINEERING (M) BHD [] that secured the RM1.07 billion contract from PETRONAS GAS BHD [], making it the major beneficiary.

The consortium was awarded the engineering, procurement, CONSTRUCTION [], installation and commissioning for the LNG regasification unit, berth and subsea pipeline.

Ranhill said on Thursday, Jan 27 that Ranhill WorleyParsons is its 51%-owned subsidiary.

“The consortium is led by Ranhill, and the contract is valued at RM 1.07 billion with a 70:30 split in favour of Ranhill,” it said.

The announcement was made following Muhibbah’s statement issued on Wednesday, Jan 26 about the contract.

Construction is set to start by the second quarter of 2011 and is expected to be completed by the third quarter of 2012.

The facilities near Sungai Udang Port, Melaka will have a maximum send-out gas capacity of 3.8 million tonnes per annum.

Central to the whole facilities is the LNG Regasification Plant which will regasify liquefied natural gas and once regasified, the gas will be transmitted into the Peninsular Gas Utilisation (PGU) pipeline.

Blogger: It is opened at 0.88. At 2:46, the price started to move to 0.89 and when I saw it, it was 0.915. Later it came down to 0.905 at 3.51pm.

When you read the paper tomorrow, it might just move again. This shows how news can push the counter. You need to get the news early and get in early and get out at the right time to make some profit thru trading.

Timing, timing, timing.

Jan 26, 2011 (Wednesday) Share prices dip into red on profit-taking in early trading but recovered in the afternoon, KLCI still negative

BURSA MALAYSIA: Share Prices Dip Into Red On Profit-taking In Early Trading

Share prices on Bursa Malaysia continue to dip into red in early trading today as the market remains in profit-taking, mainly on finance and plantation stocks, ahead of the lunar New Year next week.

At 5pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) fell 6.43 points to 1,520.

Losers led gainers 418 to 328, while 311 counters were unchanged, 335 untraded.

Volume stood at 1419.504 million shares worth RM2601.470 million.

Blogger:Yesterday I felt that market is gone because many stocks appeared so weak. The risers faced a lot of pressure from the seller and eventually they also fell down.

Today market was down to 21 points in the early part of trading because of Digi, BAT KLK which faced some minor profit-taking. If you have the courage and still dare to trade, you can also make some money.

For example, if you were to buy HWGB(9601) at 0.52 for 20,000 shares, you can sell at 2:49 at 5.65 and make some profit.

KUB came down to 0.755 and went up to 0.825 at 12:23 and if your timing is right, you will make your money.

Olympia went down to 0.39 at 9:20 am and went up to 0.435 at 2:53pm. If you can catch just 20,000 units, you can make RM 779.05.

Tuesday, January 25, 2011

KL Shares continue downtrend on Tuesday (Jan 25, 2011)

January 25, 2011 5 PM

BURSA MALAYSIA: KL Shares Continue Downtrend

At 5pm, the FTSE Bursa Malaysia KLCI was 16.54 points easier at 1,526.43.

TA Securities Head of Research Kaladher Govindan said profit-taking activities would continue this week ahead of the Chinese New Year celebration.

He said investors were cautious and remained sidelined following the lack of market-stimulating movements.

Blogger: There were 292 counters up and 511 counters down. The market is quite weak. It is not suitable for trading. The best is stay out at the moment.

Monday, January 24, 2011

Monday Jan 24, 2011-- The market is down but there are still trading opportunities..

The market is down by 4.46 recorded at 1542.97 but there are still trading opportunities. There were 258 counters up and 548 counters down.

I ran my explorer on Meta Stock and 5 stocks came to my list, namely IRCB(2127), MPHB(3859), MUIIND(3891), Dutaland(3948) and Jadi(7223)。

IRCB closed at 0.295. The recent high was on Jan 18, 2011 at 0.34. It came down to Jan 21 of 0.275 and rebound today(Jan 24, 2011)



MPHB closed at 2.35. The recent high was 2.44 on Jan 10, 2011. It came down to a low of 2.26 on Jan 21, 2011. It rebounded today.



MUIIND closed at 0.235. The recent high was recorded at 0.26 on Jan 17, 2011. It dropped to 0.22 of Jan 24(today) before it staged a rebound and closed at 0.235.



Dutaland closed at 0.55. The recent high was recorded at 0.58 on Jan 12, 2011. The candle stick chart showed that it was a bearish doji. It later came down to 0.51 of Jan 24 (today)before staging a rebound.



Jadi closed at 0.265. The recent high was 0.28 on Jan 14, 2011. It slipped to Jan 21, 2011 of 0.24 and came back today(Jan 24, 2011)


Takaso (7071) closed at 0.37. You can see black candle on Jan 19, 2011 but on Jan 21 and 24, you can see white candles showing positive sign. Well...



Redtone (0032) closed at 0.185. Sometime you thought the stock will never come down when it is moving up quite strongly. However, when you jump in and buy, you thought it will continue to fly, it came down.

The recent high of Redtone was recorded at 0.215 on Jan 13, 2011. It just came down to 0.185 on Jan 24( today). Will it rebound? I think so.




Salcon(8567) closed at 0.68. You can see two dojis were formed on Jan 13 and Jan 14. Doji shown after a short run up of the market normally can be categorized as bearish doji. Indeed they were bearish dojis because the stock came down from 0.745(Jan 14) to 0.675 (today).

On Dec 6, 2010, Salcon also came down to 0.675 low but it quickly recovered. Will history repeat itself. What do you think? The essence of technical analysis is history will repeat itself. Well, show me again.

Thursday, January 20, 2011

KLCI is down because of China increased its deposit reserve ration by 0.5 % to 19%

At 2:44pm, KLCI is down by 16.38 recorded at 1550.13.

Why is market down? This is because last Friday, the central bank of China, People's Bank of China(PBoC) has announced that banking institutions of China are required to further raise the renminbi deposit reserve ratio by 0.5 percentage point as from January 20, 2011.

Check the posting on the internet as follows:

www.yicai.com (January 17, 2011)

Banks Required to Raise Renminbi Deposit Reserve Ratio
Posted on: Mon, 17 Jan 2011 05:55:47 EST

BEIJING, Jan 17, 2011 (SinoCast Daily Business Beat via COMTEX) --

As the central bank of China, People's Bank of China (PBoC) has required banking institutions to further raise the renminbi deposit reserve ratio by 0.5 percentage point as from January 20, 2011.

Over the past year, the country's commercial banks had raised the raise the renminbi deposit reserve ratio by three percentage points for six times. After the adjustment this time, four of the country's large state lenders, including Industrial and Commercial Bank of China (601398.SH, 1398.HK), Bank of China (601988.SH, 3988.HK), China Construction Bank (601939.SH, 0939.HK) and Agricultural Bank of China (601288.SH, 1288.HK), will see their deposit reserve ratio stand at 19.0%.

One official with PBoC has pointed out that the central bank is understood to tighten the liquidity via the move; and such a decision is made based upon the status of funds outstanding for foreign exchange. As available data showed, the new incremental foreign exchange reserves of China were USD 199 billion during the last quarter of 2010, thus hitting the quarterly high ever since 1997. By month, the nation's foreign exchange reserves added USD 112.6 billion, USD 6.9 billion and USD 79.5 billion in October, November and December 2010, respectively.

As for the funds outstanding for foreign exchange, the whole-year amount reached CNY 22.58 trillion in 2010, with the figure of CNY 403 billion in last December alone. With the appreciation of Chinese Yuan, up to CNY 400 billion funds outstanding for foreign exchange are expected for January 2011.

As from December 26, 2010, banking financial institutions of China were asked to adjust up the benchmark loan rate and benchmark deposit rate further. This was the second time for the country's central bank to raise the benchmark interest rates within 2010, after which, the benchmark interest rate for one-year deposits was 2.75% and the benchmark interest rate for one-year loans was 5.81%. Also, the interest rates of two-year, three-year and five-year deposits have been adjusted by 0.3%, 0.3% and 0.35% respectively; and the interest rates for three-month and half-year deposits have been raised by 0.34% and 0.3% respectively. As for the main reason of the move, the regulatory department is believed to try to tighten the liquidity and mitigate the inflation pressure.

Vice Governor of the central bank said that the authority is going to adopt various tools of monetary policy at the next step, such as the adjustment of deposit reserve ratio, the adjustment of benchmark interest rate, and the open market operation. An economist with the Industrial Bank predicts that more such moves will be carried out in 2011.

(USD 1 = CNY 6.59)

Source: www.yicai.com (January 17, 2011)

Blogger:

While studied the market in a trading perspective, I realized more that all the stocks have got its cycle. If you can read it well, you can make money all the time.

Takaso(7071) does not have big players, just small players. Even so you can buy low and sell high. How you do it? You check it out.

Salcon(8567) is getting hit. If it cannot break thru 0.70, it has to consolidate at a lower level,

Muiind(3891) went up because of the insurance deal. It is still under negotiation. Why it came down? That is the issue. You see even stock that carried the news will also come down because that is technical.

Unisem(5005) came down to 2.13 and rebound to 2.18 at 3:01 pm. This stock is on the trend because there is a news from oversea that the demand for chips is still strong.

How not to get the timing wrong? How to get the right price? These are important.

I find that I have to check the chart before I do any investment otherwise it will always be either buying at the wrong price or it is at the wrong timing.

Trading or investing is a serious business. Have to be careful.

Tuesday, January 18, 2011

Wednesday News(Jan 19, 2011)達加富資源(TAKASO,7071,主板消費組)幾時飆升?

達加富資源(TAKASO,7071,主板消費組)幾時飆升?

從過去經驗看,此股的爆發力是隨時都會發生的,它會在你認為不可能的情況下發生。

《孫子兵法》有一句聽其疾如風,它來的時及走的時候,都是這麼迅速。

目前是處在《不動如山》,《其靜如林》的狀態。這也正是你收集的時候,因為當《其疾如風》、《侵掠如火》的時候,它已經飆升。

去年即2010年1月8日,其低點是0.22,但在第三個交易日時,它已經升至1.00的高點,那是1月12日的事了。當時升幅78仙,後來就逐漸滑下。

10月1日,歷史又重演,當天低點是0.355,但在第四個交易天,即10月7日,就升至0.63頂點,當時升幅0.275。
之後,它又跌至11月3日的0.335水平,第二天,即11月4日,它又升至0.42,升幅0.085。

12月6日,達加富資源(TAKASO)滑至0.32,後在12個交易日內,升至0.585,升幅26仙。

14日相對強弱指數(RSI)掛50.16,箭頭向上。

1月17日,它以0.38收市,當天最高0.385,最低0.375,成交量有39萬3500股。成交量顯示它是有機會的。

1月18日,星期二,隨著富時綜指的下跌,此股的0.375開出,中午收市掛0.365,成交量做到15萬股,一天應有30萬股,這樣的成交量還不會把此股推高,還要等。

實康(SALCON,8567,主板貿服組)1月17日的14日RSI掛54.64,當天收市價是0.725,黑色蠟燭,即風高浪大線,這是在2個十字星(DOJI)之後,此股也是隨時會飆升,日前仍在收集票據。

實康1月18日以0.725開出,中午閉市掛0.72,做到91萬6900股。

1月19日下午4時19分,此股挂0.695, 破0.70,準備持票,怕它會先下之後才會傷。

杜甫科技的高點是去年7月14日的0.59。

1月17日,它以0.445收市,只要可以沖破0.485,就可以向0.59進軍,杜甫科技以0.445開出,今日中午,即1月18日閉市時掛0.435。

立通國際(REDTONE,0032,創業板貿服組)升至1月13日的0.215後滑下,1月17日掛0.20,它之前的低點是0.18,最理想的買入點是0.185,但可以買到嗎?其2010高點是9月17日的0.25。

立通國際週二以0.195開出,午休時亦掛0.195。

目前出現在Meta Stock投資搜查軟件所發現的股項還有華安國際(HUAAN,2739,主板工業組),阿末查基資源(AZRB,7078,主板建築),華陽(HUAYANG,5062,主板產業組)及富達置地(DUTALND,3948,主板種植組)。
今天的熱門股有今天上市的(TAMBUN,5191,主板產業)其它值得注意的是錦記鋼鐵(KINSTEL,5060,主板工業),馬頓(MALTON,6181,主板產業)。

Jan 18, 2011--KLCI dropped 4.45(1570.04) and the volume is also coming down

At 5:00 pm, KLCI is down by 4.45 (1570.04) and the volume is also coming down.

Can we still trade? If we are trading the momentum of the market, we need to side line ourselves. If we are trading for the swing of the market, you still need to watch the market and enter at the right moment.


I am still monitoring Takaso( 7071). I notice on Jan 8, 2010, it was at the low of 0.22 but suddenly in just three trading day, it moved to 1.00, up by 78 cents.

Later on it came down. Oct 1, 2010, the history repeated itself. It moved from 0.355 to 0.63 just within 4 trading days, up 0.275.

On Nov 3, 2010, it started the show from 0.335 and the next day it reached 0.42, not so fantastic but you still can make some money.

Dec 6, 2010, it has slid to 0.325, however within 12 trading days, it moved to 0.585, up 26 cents.

Today(Jan 18, 2011), it opened at 0.375 but in the evening near closing, it slid to the low of 0.355 because of the force-selling. It closed at 0.36. 484,500 shares transacted today. Yesterday's volume was 393,500 shares.

Salcon(8567) was also hit by forceselling. It closed at 0.71. From today's trading pattern, I can see there are people accumulating the stock. Normally, if the market accumulated enough of this stock, it will just move.


Redtone(0032) closed at 0.19. It came down because Gpacket(0082) also came down. Gpacket closed at 0.79, some profit taking activities was taking place.



When the market sentiment is good, Redtone might just moved.

Muiind(3891) closed at 0.24. This morning, it opened at 0.25 and went up to 0.26 but later it ran out of steam and came down. Since Muiind is negotiating the sale of Mui Continental Insurance with Liberty, the stock should move.


Kinstel(5060) performs quite well today. It closed at 0.97. Meta stock explorer picked up Huaan(2739), AZRB(7078), Huayang(5062) and Dutaland(3948). Will write about them later.

Monday, January 17, 2011

Jan 17, 2011(Monday)Market is still at lower liners, Kub(6874), Saag(9652), Hwgb(9601), Tebrau(1589)

Market is still at lower liners, Kub(6874), Saag(9652), Hwgb(9601), Tebrau(1589)

At 4:18pm, KLCI is up 2.66 recorded at 1572.55. Hong Kong is down 130.50 recorded at 24162.15.

I need to check some of the stocks that I am monitoring.

Kinstel(5060) is 0.95. It seems that there is one stockbroking wrote about this stock and recommended a buy. It said the target price is 1.20.

It seems that MUIind(3891) has secured green light from Bank Negara to negotiate the selling of MUI Continental Insurance's stake (52.21%) to American based company Liberty. It was recorded at 0.22 on Jan 13, 2011 but jump to 0.255.

I missed the Friday show and was thinking of jumping in but it has heavy volume. At 4:30pm, it is recorded at 0.245, the low was 0.24. Will it come down? It is difficult to say although there is this negotiation going on. Anybody wanted to buy still need to take a risk.

Salcon(8567)'s price range is between 0.72 to 0.735. When I was looking at it during the weekend, the stock closed at 0.725 showing a doji on Jan 14. A day before, that is on Jan 13, there is another doji.

When the price is at a low level, doji is bullish signal. I notice in the past the stock will just fly after doji signals are shown. That happened on Nov 15, 2010 which pushed the price to 0.89.

History will repeat itself. That is the principle of technical analysis. It will move. When it will move is another question. It is always the right timing.

Takaso(7071) is priced at 0.38 at 4.44pm. Last year, the stock has the habit of sudden surge. There were three such occasions, that is on Jan 12 to 1.00, Oct 7, 0.63 and Dec 22, 0.585.

The high is getting lower. Could the next high be 0.485?

Redtone(0032) seems to move in tandem with Gpacket(0082). Redtone is at 0.20 at 4.57pm whereas Gpacket is 0.815. Gpacker might consolidate before it takes off.

Friday, January 14, 2011

Friday(Jan 14, 2011)Market is correcting today, can we still trade?

At the point of writing, it is 3:49 pm, the marketing is correcting. Can we still buy or rather can we still trade?

Trading is about buy low and sell high. This is in the stock market. If you can sell short, you can sell high and buy low.

Tebrau(1589) was 99 sen this morning, now it is 0.92. Market is always fluctuating.

Jaks moved to 82 this morning and later came down, still positive. It is priced at 0.795 at 3:53pm

PChem(5183) is priced at 6.14.

I was watching GPacket(0082). This stock jumped up yesterday. Today it came down
to 0.80. I was thinking of buying yesterday because it is in my explorer list. However, I thought it it might come down because of the quick jump. True enough, this morning, it came down to as low as 80 cents. I thought it might break the 80 cents level, but it did not. It just came back at 3:48pm recorded a price of 0.835.
Well, we have to think fast and act fast.

Look at the greenpacket chart, there is a doji yesterday. This is a bearish sign, no wonder today came down.


If I were to buy 20,000 at 80 cents and sell it at 0.835, I would have made RM 459.00, just half a day's work.

Salcon(8567) came back to my explorer's list. I saw a doji for yesterday's chart formation. To me, this stock will perform soon. At 4:12pm, it is priced at 0.72. Today's price range is from 0.72 to 0.745, most are done at 0.73. If this stock continued to move, it will challenge the 0.89 price level.



Ynhprop(3158) has moved to 1.84. At 4:15pm, it is priced at 1.82.

Dufu(7233) is trying to break the resistance price of 0.455 but did not manage. Maybe later, maybe Monday. Price takes time to move.



Takaso(7071) is also trying to break 0.39 resistance but came back to 0.38 because the overall market sentiment is no good.



Redtone(0032) is still in the consolidating stage. It might move next week.


Wednesday, January 12, 2011

Thursday(Jan 13, 2011)--Market is still at the lower liners

The market is still concentrating on the lower liners. Look at today top 10 counters, namely Kbunai(3115),Compugt(5037),Daya(0091),Bornoil(7036),Saag(9652),
Tebrau(1589),Scomi(7158),HWGB(9601),Ramunia(7206)and Mixbiz(9733).

Kbunai, Daya, Bornoil, Tebrau, Scomi, HWGB and Ramunia came into my explorer list.

Explorer is a important feature in Meta Stock where you need to spend a few minutes to scan thru 2000 counters and pick up potential stocks. It is just amazing. However, you need to put in proper formulae.

I don't like stock that are too hot. I am still watching Salcon(8567), Ynhprop(3158),Redtone(0032), Takaso(7071.

I put Dufu(7233) back in to my watch list because it came out in the 6 day moving average explorer's list.

At 12:12pm, Salcon is price at 0.725. It dropped to 0.715 and came back to 0.73 at one time. I think someone is watching this stock because there were a lot of buyers at 0.715 which is a strong support.


Takaso was quite cold this morning. At 12:20 pm, it is priced at 0.375. It came back to my 6 day moving average list today. Yesterday candle stick chart showed white candle, bullish sign. 14 day RSI also turned up recorded at 47.82.

Someone is still collecting at this level.


Ynhprop is priced at 1.79 at 12:30pm. Someone is playing this stock because there were heavy trading at 10:16 am. It seems to me that some players are doing a roll over at 1.70, 1.71, 1.72 and 1.73.

You need to trade this stock or you need to buy and keep and wait for the right price to dispose. It is your choice.



Redtone is priced at 0.21 at 12:30pm. All the penny stocks are moving. This one may be next in line.

Redtone's recent high was 0.24 at Nov 4, 2010. After 38 trading days of correction, it started to show a reversal sign on Jan 3, 2011.

If you were to buy 100,000 shares at 0.21 and sell at 0.22, you could make RM 684.10 or if you hold a little longer to wait for the 0.24 to appear, you could make RM 2669.50. Can you take this risk? Think of the risk first, don't think of the gain.


Dufu is priced at 0.45 at 12:30pm. Today's low is 0.44 and the high is 0.455. It might challenged the high of 0.485 achieved on Nov 8, 2010.

14 day RSI is recorded at 62.49 and is still heading upwards yesterday.

Wednesday(Jan 12, 2011) Trade the stock you feel comfortable

Today is still on penny stocks. Oil and gas counters also moved. I think if you want to make money, you don't have to go into heavy volume stocks because a lot of time, they are in the phase of distributing.

Salcon (8567) came into my watch list because my 6-day moving average chart captured it. Yesterday it was positive but today it went into consolidation. Look at the day chart, seems to me someone is collecting.



At 3.31pm, it is price at 0.725.

The counters in my watch list moved. I am just getting exciting.

Takaso(7071) is attempting to pull itself out of consolidation. It is priced at 0.375 at 3.33pm



Ynhprop(3158) shows positive sign. I am right again. It is priced at 1.75 at 3.33pm. It was 1.77 a little while ago.



I keep watching. If all my prediction can just come true, I have the key to open up the door of wealth.

If one counter you can made 100 ringgit, 10 counters will be 1000 ringgit. If one day you can make 1000 ringgit, 1 month you will be able to make 20,000 ringgit. Cool...

Redtone(0032) is in consolidating phase. It is priced at 0.195 at 4.05pm. In view of the fact that most of the penny stocks are moving, Redtone might be next in line because I saw white candle appeared yesterday and gravestone doji on Jan 7 and Jan 10 signaling bullish future.