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。