HAPPY CHINESE NEW YEAR

Its been awhile i don't have a new post. It was because i wasn't in msia. So sorry to all my readers.
Well.... Last week was a tough week. Share prices keep falling like nobody business. Luckily, there's a rebound on thu and fri for some counters.

There's a few things that we need to remember from now on.
-chill n rest awhile for cny.
-never think its cheap enuf to enter.
-fund managers, EPF, KWAP n so on are trying so hard to lock profit... so if we enter now = .....??
-is the consolidation considered as a healthy 1?
-if i were to buy.. i wil choose those COUNTERS with strong fundamental.

The market collapse when retail investors are EXTREMELY optimistic. Not to say collapse, a pull back may cause a huge loss to retail investors, especially contra player... thats when they got burnt..
Before the profit taking 2weeks ago, everyone is still shopping happily, looking at their "paper gain" never bother to lock their profit. They are now in dilemma... sell or buy more instead..?
I am sure they have alot of questions and couldnt find an answer. But there is a question in everyone's mind ... "what's next after CNY?" I believe.. if there's an answer, this will be the question which everyone would like to ask.

I believe,
there will be a after-cny rally for selected counters. KLSE's stocks have been trading side ways for 2 weeks(some of it fell drastically). you may consider to do some shopping now. but i wil jus wait until after cny and see how it goes. I might miss the opportunity of entering at lower price. however, i prefer lower risk. I am positive towards O&G counters like dialog and kencana. you may CONSIDER to keep an eye on it. I remain buy call on mas and drb.

Last but not least, HAPPY CHINESE NEW YEAR TO ALL MY READERS.
have a good rest, and we may start our brand new war after cny!!!! GONG XI FA CAI!!!!!!

BUY AT YOUR OWN RISK!! :)
FROM: NEWBIE

DRB-Hicom

January 10, 2011 19:29 PM

Puspakom Signs MoU With MACC

KUALA LUMPUR, Jan 10 (Bernama) -- Puspakom Sdn Bhd, a subsidiary of DRB-HICOM Bhd, has signed a memorandum of understanding (MoU) with the Malaysian Anti-Corruption Commission (MACC).

DRB-HICOM managing director Datuk Seri Mohd Khamil Jamil said the MoU among others, is aimed at creating a holistic understanding between Puspakom and the MACC, towards overcoming the crime of corruption in a total,efficient and effective manner at the company.

"It is to ensure that the channeling of two-way information for any act of corruption, can be enhanced between Puspakom and the MACC while further action can be taken speedily and effectively," he told the media after the signing of the MoU Monday.

He also said, the MoU is aimed at creating a smart partnership, in an effort to strengthen good practices and integrity in implementing tasks at Puspakom.

Khamil also hoped the MoU would improve the perception of the public towards the level of integrity involving Puspakom staff.

Meanwhile, MACC deputy chief commissioner (Operations) Datuk Mohd Shukri Abdull said, through the MoU a new Key Performance Indicator (KPI) structure would be discussed with the management of Puspakom to improve the existing one, to combat corruption even more effectively in future.

"I believe Puspakom will not compromise on the issue of corruption and for sure, action will be taken, including sacking any staff found to have committed the crime," he added.

-- BERNAMA

After 5days of gain..... whats next?

Monday 10-1-2011
newbie-tips.blogspot.com

After 5 consecutive days of gain, what comes next?
going up further? profit taking??

AGAIN!!!!

In my opinion,

as usual... lol.. I believe klci will go up futher.. which i hope it wont...the higher it goes, the longer the consolidation...
Well... those who are able choose the "right 1" should be able to make some contra gain ... especially through blue chips counter... For investors who dont have huge amount of capital can keep an eye on CALL WARRANT again..lol..
Honestly, i'm not a risk taker.. But.. we should take certain level of risk(affordable risk) especially when the market is going up. Besides, i dont encourage contra play as well.. make sure u have enough money to pick up th stock b4 u buy..

Finally...
i maintain buy call for blue chips counter like pchem, sime, cimb, maybank...u may want to keep an eye on their call warrant...especially cimb and maybank :)

BUY AT YOUR OWN RISK!!!!! :)

Profit!!!!!

NEWBIE-TIPS.BLOGSPOT.COM

I have recommended 6 counters before the first day of the trading for 2011.
Apparently, all these counters have risen significantly.

Dialog - went up another 23c
Sime- went up 60c
Drb-hicom cb- went up another 27c
Pchem- went up 34c
Mas-went up 8c
Kossan-5c
bjcorp- 20c(previous post)

And two days ago, i make a buy call in CK's blog on Maybank
Maybank went up 50c

Those who follow my call on drb-hicom cb and dialog should be able to get their pre-cny red packet by now.

So, what should we do now? lock profit or hold? Analyst says super bullrun is coming.

In my opinion,
Those who bought earlier and follow my call closely should lock some profit on DRB-Hicom.
And swap to MAS. Thats what i do.
If you noticed, rotational play can make more $$..
Banking line, automotive, stock broking firm, plantation-all are on the run already.

so what's next? for me.. Its Aviation stock-Mas
I didn't say that Drb-hicom has come to an end. I'm confident it will go up alot more as the divestment of uniasia and mergers of bank muamalat and pos are not resolved.
However, interms of percentage gain i would lock some profit and swap to another counter. Call warrant can always make you earn crazily (drb-hicom cb) and it will burn u painfully if u chose the wrong 1.

update:
bjcorp-hold
sime-hold
dialog-hold
pchem-buy and hold
mas-buy
kossan- buy

Buy at your own risk!! :)

STOCKS for 2011

HAPPY NEW YEAR 2011 to all my readers...

Its 2.31 am now, 6hours and 29 min later will be the first day of trading for year 2011..
Most of my friends and even analysts are saying that tomorrow KLCI will surely go up.
Well, whatever it is....
Which counter to enter??? Since my first post... i have asked my readers to enter some dialog, bjcorp and encorp. And recently, most of my posts are asking ppl to enter more drb-hicom. Therefore, as usual.... i foresee drb-hicom and dialog will go up significantly soon.

I read something from the edge this morning, it says that drb-hicom's bank muamalat might merge with pos malaysia. if im not mistaken.. hopefully...

ok...
the following are my favourite stock for the beginning of 2011
buy call
1.dialog 5star
2.drb-hicom 5 star
3.sime 4star
4.kossan 4star
5.Mas 4star
6.Pchem 3star


For those who can afford higher risk... u might choose to buy call warrant of the above counter. higher risk also followed by higher gain... so.. u make ur own decision.

For those who follow my call since my first post... congratulation !!

buy at your own risk!!!
newbie-tips.blogspot.com

What's next?

THE EDGE FINANCIAL DAILY (www.theedgemalaysia.com)
* Diversified group DRB-Hicom Bhd is exploring the possibility of divesting its interests in insurers Uni.Asia Life Assurance Bhd and Uni.Asia General Insurance Bhd, sources said.

In my opinion,......

There's rumours saying it will be selling at 900m. I think it should be more than that. Its ok , lets assume it is selling at 900m, how much investor get in return in terms of special dividend? 20c? or more? How much would it contribute to its eps? 40c ++?

series of good news is coming up for drb-hicom. So whats next?
Divest its interest in Bank Muamalat? Maybe? or some other subsi? lol.

maintain buy call below rm2!!!

buy at your own risk!!!

new post or older post?

YES, STILL DRB-Hicom

Najib: Malaysia can become manufacturing hub for carmakers

By EUGENE MAHALINGAM
eugenicz@thestar.com.my

KUALA LUMPUR: Malaysia has the potential to become the manufacturing hub for global carmakers given the country’s ability to attract foreign investors and ease of doing business, Prime Minister Datuk Seri Najib Tun Razak said.

“The increasing entry rate of respected multinationals into the Malaysian market reflects the growing confidence that foreign investors have in our economy and investor policies,” he said at the signing ceremony of the collaboration and licence agreement between DRB-Hicom Bhd and Volkswagen AG (VW) yesterday.

Najib said under the National Automotive Policy, the Government provided a range of customised incentives, including tax relief, to entice foreign carmakers to move their operations to Malaysia.

“Our emphasis has been on attracting successful carmakers that utilise high value-added manufacturing techniques and the latest technology – companies like VW.

“We expect global players like VW to create a competitive fervour within the local automotive industry.

“This can push our capabilities to a new level and help us achieve our national objective of becoming an automotive hub for the region,” he added.

Under the collaboration and licence agreement, DRB-Hicom will produce VW vehicles at the former’s production plant in Pekan, Pahang, starting with the Jetta and Passat models, from the fourth quarter of 2011.

The models will initially be produced for the Malaysian market and subsequently for the Asean region.

Najib said by bringing together one of Europe’s best car manufacturers and Malaysia’s own automotive leader, such a venture could transform the country into a VW manufacturing hub for the region.

IN MY OPINION, ......

The title of this write up is "new post or older post". The reason why i come out with this title is because readers of my blog feel weird as i keep maintaining the buy call on drb even after it went up so much... from 1.20(1month ago)-1.99 (yesterday). Percentage gained considered to be very high. However, I'm stil maintain the buy call on this counter. If u guys noticed, the date for the signing of contract is told earlier. Everyone should know that the contract will be sign on 21st of dec but one day earlier which is 15th of dec, the share price went up 15c and on the day of the signing of contract it went up another 6c (1.99).

The share price is now 1.92(down 2c). Today, all the newspapers published the news saying drb and vw ink production pact worth RM1b. Logically, the share should go up? no? I asked some of the experienced investors why is it so... the only answer they can give is..."buy on rumours, sell on fact/news".. Well , i don't agree with it at all. All of us know that drb is signing contract with vw on 21st of dec. the news is publicly available. It is not private/insider news. So, the share price should have adjusted for that news.

All these are just my opinion, I'm still learning as well. Those who have a better explanation can always drop me a msg. :)

Ok.. Besides that, drb has received the LOI from the government to provide new armor vehicle. The project worth RM8billion. When is the Letter of intent(LOI) will turn into letter of award? Probably this month? or following month? I'm sure the project will definitely add value to the company significantly. Lets assume, Letter of award come in early next month+ super bull run(rumours) + window dressing+ probably take over offer?..... Nobody knows ... pe for drb-hicom is about 8times, whereas the klci is trading at the pe of 17times. Drb is now 1.92, how much is drb's share if its trading at pe of 17times? OK all these are just my dream..lol lets wait n see how it goes.

BUY CALL - DRB-Hicom CB (super low premium+expired on oct 2011) Best buy !!

DRB -Hicom (capital appreciation+ (Dividend?) Long term investment

Update

Dialog- cost (1.50)

increased almost 40c b4 profit taking. HOLD !!!!

new call:

Gamuda- buy

BUY AT YOUR OWN RISK!!!! :)