Investors’ sentiment in the week ahead, starting Monday, April 18 would partly hinge on the outcome of the Sarawak state elections due late Saturday, April 16.
Sarawak-based companies had run up ahead of the dissolution of the state assembly in late March before easing off.Since then, market sentiment had been generallyl cautious on political concerns about the Sarawak polls, which are the most hotly contested in recent years.
Meanwhile, Bernama reported that as at midday on Saturday, a total of 233,134 voters or 21.72% of the electorate in Sarawak have voted in the state polls, according the Election Commission. There were no untoward incidents.
At Bursa, over the past week, the 30-stock FBM KLCI had lost 22.06 points or 1.42% to end at 1,521.94 while RM14.83 billion had been erased from the market capitalisation, which mirrored the declines also in key regional markets. External concerns include the European debt crisis, sustained high oil prices and worries about the Japan's ability to recover from the earthquake which impacted its manufacturing sector.
Among the stocks which would be in focus include CAHYA MATA SARAWAK BHD [] (CMSB), NAIM HOLDINGS BHD [], TA ANN HOLDINGS BHD [], ZECON BHD [], ENCORP BHD [] and HOCK SENG LEE BHD [] (HSL).
Stocks with recent corporate developments are PROTON HOLDINGS BHD [], PRESS METAL BHD [], KUB MALAYSIA BHD [] and Malaysia Steel Works (KL) Bhd.
The Edge weekly reports that FUTUTECH BHD [], which was a loss-making, former associate company of Eastern & Oriental Bhd, was poised to transform itself into a CONSTRUCTION [] firm. It had been awarded RM332.4 million worth of design, road and construction works by E&O Property Development Sdn Bhd.
Proton’s unit Lotus Cars Ltd secured £270m million (RM1.33 billion) in loans from six financial institutions over a six-year period to turn around the loss-making company.
Proton group managing director Datuk Seri Syed Zainal Abidin Syed Mohamed Tahir said he expected Lotus to break even by 2014.
Press Metal proposed a rights issue to raise between RM316.7 million and RM323.7 million to finance the Samalaju aluminium smelting project in Sarawak.
The rights issue involved RM323.73 million nominal value of redeemable convertible secured loan stocks (RCSLS) at 100% of its nominal value with up to 147.15 million warrants.
Johor Menteri Besar Datuk Abdul Ghani Othman has approved the proposed RM1.23 billion intra-city commuter train service in Iskandar Malaysia which would involve a100km rail network.
The project would be undertaken by Metropolitan Commuter Network Sdn Bhd - a joint venture between KUB Malaysia Bhd and Malaysia Steel Works (KL) Bhd.
SUCCESS TRANSFORMER CORP BHD [] has proposed to distribute 100 treasury shares for every 4,000 shares of 50 sen held for the financial year ending Dec 31, 2011. It also announced a tax exempt interim dividend of 2pct for FY ending 2011.
FAR EAST HOLDINGS BHD [] is recommending a final single tier dividend of 20 sen for the financial year ended Dec 31, 2010
2011年4月13日星期三
Khazanah says decision made on buyer for its 32% stake in Pos Malaysia
Khazanah Nasional Bhd, the government's investment arm, has decided on the potential buyer for its 32.21 per cent stake in postal service provider, POS MALAYSIA BHD [].
"We already have a winner in mind," said Khazanah managing director Tan Sri Azman Mokhtar on Wednesday, April 13, adding that there were 50 potential buyers.
However, he declined to narrow the identity of the "winner" but said the names would be submitted to the board later this month.
Among the criteria set for the bidders are ability to provide good premium and unlock Pos Malaysia's values, he told reporters on the sidelines of Invest Malaysia 2011.
News reports and research houses had suggested that the three shortlisted bidders were DRB-HICOM BHD [], NATIONWIDE EXPRESS COURIER SER []vices and a Amanah REIT-Malaysia Pacific Corp joint venture, with offers ranging between RM3.38 and RM4.62 per share. The other two bidders were Scomi Bhd and TRICUBES BHD [].
Asked on the impact of the new Postal Bill, which has yet to be tabled in Parliament, on the deal, Azman said various issues have been factored in, including consultation with industry players.
"Hence, the Bill is not expected to be entirely a surprise," he said.
The Bill is expected to touch on crucial issues in Pos Malaysia, including the government's golden share and rights over some of the real estate owned by Pos Malaysia. – Bernama
Written by Bernama
"We already have a winner in mind," said Khazanah managing director Tan Sri Azman Mokhtar on Wednesday, April 13, adding that there were 50 potential buyers.
However, he declined to narrow the identity of the "winner" but said the names would be submitted to the board later this month.
Among the criteria set for the bidders are ability to provide good premium and unlock Pos Malaysia's values, he told reporters on the sidelines of Invest Malaysia 2011.
News reports and research houses had suggested that the three shortlisted bidders were DRB-HICOM BHD [], NATIONWIDE EXPRESS COURIER SER []vices and a Amanah REIT-Malaysia Pacific Corp joint venture, with offers ranging between RM3.38 and RM4.62 per share. The other two bidders were Scomi Bhd and TRICUBES BHD [].
Asked on the impact of the new Postal Bill, which has yet to be tabled in Parliament, on the deal, Azman said various issues have been factored in, including consultation with industry players.
"Hence, the Bill is not expected to be entirely a surprise," he said.
The Bill is expected to touch on crucial issues in Pos Malaysia, including the government's golden share and rights over some of the real estate owned by Pos Malaysia. – Bernama
Written by Bernama
2011年4月12日星期二
2011年投资大马大会
■ 首相拿督斯里纳吉。
他透露，这项计划的限定要求和资格水平已获修整，以更能迎合经济转型执行方案的需求。
“我们推介即时生效且经调整的奖掖配套，人才机构会提供更多详情，但其中包括过渡期个人所得税奖掖，回流的专才可在5年享受一律的15%个人所得税率。”
他说，在专才回流计划的现有财政奖掖下，原本两辆的免税车，如今只限于本地组装的汽车。
“我希望，这些改变能鼓励更多在海外工作的大马人，把广泛的经济和专业知识带回国内，在国家的经济转型计划扮演要角。”纳吉说，去年12月1日宣布吸引及保留海外专才的专才居留证（Resident Pass），已从4月起接受申请。
“内政部也从4月1日起落实就业居留证（Employment Pass）的一系列改善条款，包括允许长达5年的限期。”
售32.3%大马邮政股权 大会没公布得主
大马邮政（POS，4634，主要板贸易）的32.2%股权得主出乎市场意料之外未在大会公布，惟售股计划已在最后阶段。
首相拿督斯里纳吉是在去年的投资大马大会宣布，将售出大马邮政32.3%股权给策略投资者，市场之前预计今天得知花落谁家。
但纳吉今天指出，相关评估已完成，国库控股董事局很快获得最后建议，并乐见竞投过程以透明的方式展开。
“此外，我国政联企业发展进度良好，20大政企在上个财年录得强劲盈利表现，达173亿令吉，较2009年增长50%。”
他补充，20大政企也在2004年到2010年的政企重组计划期间，取得16.4%的总股东回酬，显著超越大马交易所的平均表现。
另一方面，配合新经济模式列明的宏愿，国库控股和其他政联投资机构将逐步脱售非核心及欠竞争力资产，包括26片政府地。
纳吉透露，目前已售出有4块政府地，预计收入超过10亿令吉收入。
他指出，至少10家公司已被指定脱售非核心及欠竞争力资产，预计年底可完成出售程序。
未来10年创造逾22万就业机会
经济转型执行方案推介以来，迄今接获950亿令吉的投资总额，能在未来10年创造近22万5000个就业机会。
纳吉指出，自去年10月以来已推出60项计划和倡议，涵盖46项启动计划（EPP）。
“其中30项已在进行中，4项已完成，另26项也正展开。”他说，我国因为上述计划迎来950亿令吉的投资总额，但并非只是政府在投资，私人领域也在投资。
“国内消费持续成长，像零售上扬8%、汽车销量增长13%，房地产交易更激增33%到近1000亿令吉。”
他说，流入我国的外资也从17亿美元（约51.4亿令吉），高涨超过4倍到去年的70亿美元（约211.4亿令吉）。
“政府转型计划的成效也很大，政府采购网站（My Procurement）提供成功投得3500项政府合约的公司详情，藉此更容易鉴定和避免贪污。”
年底设私人退休基金
在新的私人退休基金架构下，证监会允许设立的私人退休基金计划可在年底准备就绪。
纳吉认为，此举能为管理长期储蓄的计划提供更大变化。
“在此情况下，透过拓展法律架构的范围以聚集投资，如今基金经理有能力直接投资。”
他透露，政府也会致力吸引一些专门的基金经理，为投资策略提倡更大的多元化，增强国家储蓄和经济成长之间的联系。
政府在2011年财政预算案宣布设立私人退休基金，是提倡退休金架构多元化支柱的第三个支柱，让拥有充足资金的公众，在公积金以外还有额外长期存款的选择，增强退休后的收入。
第二资金市场大蓝图 2020年提高到4.5兆令吉
首相周二亲自揭盅为期10年的第二资金市场大蓝图，放眼决定未来发展方向和策略的计划，能把我国资金市场目前约2兆令吉的规模，在2020年扩大到4.5兆（或4万5千亿）令吉。
纳吉说，这甚至可透过更可观的国际化，把市场规模提高到5.8兆令吉。
他透露，马股上市公司数量比任何一个东协国家来得多，国内债券市场占国内生产总值的规模也是亚洲第三大，回教资金市场更是引领全球。
他强调，第二资金市场大蓝图其中的首要任务，是要强化资金市场角色，提倡草创时期的资金形成，到融资创意企业、大型计划和先进绿色科技发展。
“我们将透过正式的管制监督和提供特定奖掖和支持，拨出更多资金给创投基金和私募基金领域。”
他说，为了促进大规模交易，涉足债券市场的方法也会扩大、增强投资者对广泛系列债券产品和信贷风险的胃口、提高投资管理领域参与度和散户在固定收入投资的参与，并强化市场基本建设。
纳吉说，我国高额储蓄料能推动投资管理领域的成长，管理的资产规模预计从去年的3774亿令吉，大幅上涨3倍到2020年的1.6兆令吉。
“作为对国内投资管理领域的信心反映，单位信托领域的渗透率料从去年18%，提高到2020年的34%。”
他指出，为了提高把本地储蓄再循环到融资经济发展的仲介效率，政府也会检讨机构投资策略的影响，确保政联投资机构基金的运用达致最高效益。
from.:kwongwah.com.my
2011年4月11日星期一
第三季净利虽增长 大马投资银行评价分歧
尽管大马投资银行（AMMB，1015，主板金融股）现财年第三季的净利有所增长，不过，各证券行的评价却很不一致。
马银行投资银行就如此形容大马投资银行在现财年第三季的业绩：大都在我们以及市场的预测之内。
不过，整体而言，却缺乏鼓舞的因素在内。
大马投资银行截至2010年12月31日的本财年第三季，取得3亿2531万1000令吉净利，比上财年同期的2亿6847万4000令吉，增加了21.2%。
该公司本财年首9个月累积净利报10亿2646万6000令吉，相比上财年同期的7亿6686万9000令吉，增加了33.85%。
马银行投资银行分析员在报告中指出，营运盈利按季减低了6%，主要是因为利率降低以及非利息收入部分减少。
周息率落后同行
分析员假设，若是国行调升法定储备金100个基点以及提升隔夜利率50个基点，相信会对银行在2012年的盈利带来2.2%至4.3%的正面效应，并且将会提升利息赚幅4至9个基点，然而，大马投资银行则是个例外。
分析员预测，大马投资银行在这样的趋势下，该银行在2013财年的净盈利反而会萎缩2.6%，主要是因为其较高比例的定期存款以及融资组合内的低成本存款比例较低。
基于这些因素，马银行投资银行认为，大马投资银行很难超越其他银行股的表现，尤其是在现有利息增高的环境下。
再说，该银行的资产组合也不见得比较出色。
此外，该银行在周息率方面，也落后其他银行股，其周息率只有2.7%；相比之下，银行股普遍上的周息率为3.8%。
看好未来表现
马兴业金融投资银行却看好大马投资银行接下来的表现，并将评级维持在“买入”。
分析员指出，大马投资银行的客户存款成长率达14.2%，主要是产品提升方面的功劳。这些新存款产品包括薪资系统、现金管理以及转账服务等。
非利息收入进步
此外，马兴业金融也认为，该公司在资产素质方面也有所提升。该公司在第三季的总减值贷款和亏损准备金，已分别改善至3.4%和37.4%；相比之下，第二季只有3.6%和95.5%。
马兴业金融有信心，大马投资银行可以在2011财年通过增加收入来源，达到13%的投资股票回酬率。该公司确实在非利息收入、保险业务以及资产素质方面有所进步。
拉昔胡申也认同，以大马投资银行这一次的表现，未来还有攀升的空间，再加上该股至今的表现仍然落后大市，偏低的估值再次成为吸引投资者的焦点。
分析员更因而将该公司的目标价格，从7.26令吉调升至7.42令吉，并将评级升级为“超越大市”。
南洋商报
马银行投资银行就如此形容大马投资银行在现财年第三季的业绩：大都在我们以及市场的预测之内。
不过，整体而言，却缺乏鼓舞的因素在内。
大马投资银行截至2010年12月31日的本财年第三季，取得3亿2531万1000令吉净利，比上财年同期的2亿6847万4000令吉，增加了21.2%。
该公司本财年首9个月累积净利报10亿2646万6000令吉，相比上财年同期的7亿6686万9000令吉，增加了33.85%。
马银行投资银行分析员在报告中指出，营运盈利按季减低了6%，主要是因为利率降低以及非利息收入部分减少。
周息率落后同行
分析员假设，若是国行调升法定储备金100个基点以及提升隔夜利率50个基点，相信会对银行在2012年的盈利带来2.2%至4.3%的正面效应，并且将会提升利息赚幅4至9个基点，然而，大马投资银行则是个例外。
分析员预测，大马投资银行在这样的趋势下，该银行在2013财年的净盈利反而会萎缩2.6%，主要是因为其较高比例的定期存款以及融资组合内的低成本存款比例较低。
基于这些因素，马银行投资银行认为，大马投资银行很难超越其他银行股的表现，尤其是在现有利息增高的环境下。
再说，该银行的资产组合也不见得比较出色。
此外，该银行在周息率方面，也落后其他银行股，其周息率只有2.7%；相比之下，银行股普遍上的周息率为3.8%。
看好未来表现
马兴业金融投资银行却看好大马投资银行接下来的表现，并将评级维持在“买入”。
分析员指出，大马投资银行的客户存款成长率达14.2%，主要是产品提升方面的功劳。这些新存款产品包括薪资系统、现金管理以及转账服务等。
非利息收入进步
此外，马兴业金融也认为，该公司在资产素质方面也有所提升。该公司在第三季的总减值贷款和亏损准备金，已分别改善至3.4%和37.4%；相比之下，第二季只有3.6%和95.5%。
马兴业金融有信心，大马投资银行可以在2011财年通过增加收入来源，达到13%的投资股票回酬率。该公司确实在非利息收入、保险业务以及资产素质方面有所进步。
拉昔胡申也认同，以大马投资银行这一次的表现，未来还有攀升的空间，再加上该股至今的表现仍然落后大市，偏低的估值再次成为吸引投资者的焦点。
分析员更因而将该公司的目标价格，从7.26令吉调升至7.42令吉，并将评级升级为“超越大市”。
南洋商报
Smartag to start Thai project soon
The radio frequency identification (RFID) solutions provider has signed a container tracking service and partnership agreement with Netbay Co Ltd to implement the system at the customs checkpoints in Thailand. The system is now on a trial run.
"To date, we have set up the first phase of RFID infrastructure in Sadao, Suvarnabumi Customs Free Zone and Mukdahan customs checkpoint in Thailand.
"We have begun pilot projects for two big logistic companies - DHL and TNT," Smartag's chairman Datuk Abdul Hamed Sepawi Hamed told reporters after the launch of Smartag's prospectus in Kuala Lumpur yesterday.
He said the system will help curb abuses or thefts of clients' goods as it is able to track goods from the start till the end of a journey.
"We will be implementing some projects in Malaysia soon, but I cannot announce them yet as we have signed non-disclosure agreements," Hamed said.
He said it was difficult to gauge the value of the contracts it would get in future.
"Let's say that one company has one million items to track per shipment ... that's one million times US$20 (RM61) per trip," he said.
Hamed did not reveal the company's order book, but said that the technology used for its RFID system is the first of its kind. It is a combination of various technologies, he added.
He also said that Smartag has plans to sell the system in countries like Laos, China, Singapore and Australia.
On its listing exercise, Hamed said the company expects to raise RM17.7 million from its initial public offering (IPO).
The IPO entails a public issue of 57 million new shares at 31 sen each. Of this, 50 million shares are allocated for private placement to eligible investors, five million for eligible directors, employees and business associates of the group and the remaining for the public.
The company will use RM8.84 million of the proceeds for project-related capital expenditure, RM3.36 million for research and development, RM3.53 million for working capital and RM1.94 million for listing expenses.
Kenanga Investment Bank Bhd is the adviser, sponsor, underwriter and placement agent for the IPO.
"To date, we have set up the first phase of RFID infrastructure in Sadao, Suvarnabumi Customs Free Zone and Mukdahan customs checkpoint in Thailand.
"We have begun pilot projects for two big logistic companies - DHL and TNT," Smartag's chairman Datuk Abdul Hamed Sepawi Hamed told reporters after the launch of Smartag's prospectus in Kuala Lumpur yesterday.
He said the system will help curb abuses or thefts of clients' goods as it is able to track goods from the start till the end of a journey.
He said it was difficult to gauge the value of the contracts it would get in future.
"Let's say that one company has one million items to track per shipment ... that's one million times US$20 (RM61) per trip," he said.
Hamed did not reveal the company's order book, but said that the technology used for its RFID system is the first of its kind. It is a combination of various technologies, he added.
He also said that Smartag has plans to sell the system in countries like Laos, China, Singapore and Australia.
On its listing exercise, Hamed said the company expects to raise RM17.7 million from its initial public offering (IPO).
The IPO entails a public issue of 57 million new shares at 31 sen each. Of this, 50 million shares are allocated for private placement to eligible investors, five million for eligible directors, employees and business associates of the group and the remaining for the public.
The company will use RM8.84 million of the proceeds for project-related capital expenditure, RM3.36 million for research and development, RM3.53 million for working capital and RM1.94 million for listing expenses.
Kenanga Investment Bank Bhd is the adviser, sponsor, underwriter and placement agent for the IPO.
Proton aims to overtake Perodua
Proton aims to overtake Perodua and regain its position as the country's top-selling carmaker this year, driven by growing
customer confidence, network improvement, product and pricing strategies, says group managing director Datuk Seri Syed Zainal Abidin Syed Mohamed Tahir.
"Overall, we target to sell between seven and eight per cent higher than last year, but we are working to achieve at least 10 per cent compared to nine per cent in 2010.
"Domestic sales have been growing every year, that's a good sign. We will outgrow the industry. We improve, everybody will also improve," he told reporters after welcoming the Lotus Renault GP Team and the media for a tour of the Proton main manufacturing plant here today.
Proton, the national car maker, lost its market share to Perodua in 2006 as Malaysia's top-selling carmaker. It held the top sales spot since 1985.
Last year, Proton sold 157,274 cars, while Perodua recorded an all-time record sales of 188,641 units.
According to the Malaysian Automotive Association (MAA), Proton and Perodua sold 27,365 and 27,713 cars, respectively, in January and February this year.
Zainal Abidin said Proton would stress on quality and embark on aggressive marketing campaigns to promote existing models and introduce more variations to boost sales.
He said Proton would introduce new turbo engine for Exora and new Saga and Inspira editions this year as well as come up with new models next year as part of its long-term plan.
"We'll be working with Proton Edar Dealers' Association Malaysia and financial institutions. If the network and salesmen have confidence in the brand, customers will be there," he added. -- Bernama
customer confidence, network improvement, product and pricing strategies, says group managing director Datuk Seri Syed Zainal Abidin Syed Mohamed Tahir.
"Overall, we target to sell between seven and eight per cent higher than last year, but we are working to achieve at least 10 per cent compared to nine per cent in 2010.
"Domestic sales have been growing every year, that's a good sign. We will outgrow the industry. We improve, everybody will also improve," he told reporters after welcoming the Lotus Renault GP Team and the media for a tour of the Proton main manufacturing plant here today.
Proton, the national car maker, lost its market share to Perodua in 2006 as Malaysia's top-selling carmaker. It held the top sales spot since 1985.
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Last year, Proton sold 157,274 cars, while Perodua recorded an all-time record sales of 188,641 units.
According to the Malaysian Automotive Association (MAA), Proton and Perodua sold 27,365 and 27,713 cars, respectively, in January and February this year.
Zainal Abidin said Proton would stress on quality and embark on aggressive marketing campaigns to promote existing models and introduce more variations to boost sales.
He said Proton would introduce new turbo engine for Exora and new Saga and Inspira editions this year as well as come up with new models next year as part of its long-term plan.
"We'll be working with Proton Edar Dealers' Association Malaysia and financial institutions. If the network and salesmen have confidence in the brand, customers will be there," he added. -- Bernama
PetDag introduces new product to replace Primax 95
PETRONAS DAGANGAN BHD [] has introduced a new fuel marketed under the name Petronas Primax 95 Xtra to replace its previous brand, Primax 95.
In a statement April 11, Petronas Dagangan said the new fuel contained an advanced multifunctional additive package that delivered top tier performance for smoother driving experience and a new synthetic detergent that maintains engine cleanliness.
The new fuel enhances fuel economy, offering more power and greater acceleration, it said.
The company said Primax Xtra 95 was officially launched by Prime Minister Datuk Seri Najib Razak on April 9 and was available at over 950 Petronas service stations nationwide.
Written by Surin Murugiah of theedgemalaysia.com
In a statement April 11, Petronas Dagangan said the new fuel contained an advanced multifunctional additive package that delivered top tier performance for smoother driving experience and a new synthetic detergent that maintains engine cleanliness.
The new fuel enhances fuel economy, offering more power and greater acceleration, it said.
The company said Primax Xtra 95 was officially launched by Prime Minister Datuk Seri Najib Razak on April 9 and was available at over 950 Petronas service stations nationwide.
Written by Surin Murugiah of theedgemalaysia.com
2011年4月8日星期五
2011年4月6日星期三
Stocks to watch: RHB Cap, YSP, TM, Press Metal
Stocks on Bursa Malaysia may see some downside pressure on Wednesday, April 6 after China's central bank raised interest rates on Tuesday and the lacklustre overnight close on Wall Street.
China’s benchmark one-year deposit rates will be lifted by 25 basis points to 3.25 percent and one-year lending rates will be raised by 25 basis points to 6.31 percent, the People's Bank of China said in a statement on its website. The rises take effect from April 6.
China and Hong Kong markets will reopen on Wednesday.
On Wall Street, the S&P 500 failed to break a key technical resistance level for a second day on Tuesday as low trading volume raised further questions about the market's strength.
The Dow Jones industrial average slipped 6.13 points, or 0.05 percent, to end at 12,393.90. The Standard & Poor's 500 Index inched down just 0.24 of a point, or 0.02 percent, to 1,332.63. The Nasdaq Composite Index rose 2.00 points, or 0.07 percent, to 2,791.19.
Stocks to watch are RHB CAPITAL BHD [], Y.S.P. Southeast Asia Holding Bhd, TELEKOM MALAYSIA BHD [] (TM) and PRESS METAL BHD [].
RHB Capital Bhd’s AGM and EGM which will be held at 9.30am Wednesday should be an interesting affair following the latest corporate developments.
RHB Cap is seeking a further extension of six months until Oct 19 to complete a proposed rights issue that would raise some RM1.3 billion cash via the issuance of new shares.
Meanwhile, Abu Dhabi Commercial Bank, which is considering selling its 25-percent stake in Malaysia's RHB Capital, hired Goldman Sachs and BOA-Merrill Lynch as advisors, its chief executive said.
Ala'a Eraiqat said on Tuesday that a firm decision on the sale of the stake, valued at $1.4 billion, had yet to be made.
The proposed sale is expected to draw interest from Chinese banks and other Asian buyers due to Malaysia's rapidly growing economy, though lack of control could deter strategic buyers from bidding aggressively, the sources said.
Y.S.P. Southeast Asia Holding Bhd plans to raise up to RM45.22 million from a corporate exercise involving the issuance of rights shares. It would issue 45.22 million new rights shares at RM1 each on the basis of one rights share for every three shares held.
YSP said the proposed rights issue will enable the YSP group to raise funds for its ongoing expansion to widen and extend its reach of its existing and new range of products in local as well as overseas markets
Telekom Malaysia Bhd (TM) has received the Securities Commission’s (SC) approval to issue Islamic debt papers with a combined limit of up to RM2.0 billion for capital expenditure requirements.
TM said the Islamic commercial papers (ICP) programme and an Islamic medium term notes (IMTN) programe would have respective tenures of seven and 15 years from the date of first issue, have been assigned ratings of P1 and AAA respectively by RAM Rating Services Bhd.
Press Metal’s Phase-2 expansion of its aluminium smelting operation will be at the new Samalaju Industrial Park, Bintulu, Sarawak as it seeks to meet the growing demand of aluminium raw material in this Asia region.
PMB via its 80% owned Press Metal Sarawak Sdn Bhd, has developed its Phase-1 aluminium smelting project in Mukah, Sarawak. The new expansion will be relocated to the new Samalaju Industrial Park, Bintulu, Sarawak as being approved by the Sarawak State Planning Authority.
CypARK RESOURCES BHD [] has secured a project from Putrajaya Holdings Sdn Bhd for the proposed rectification works in Precint 5, Putrajaya for a contract sum of RM5.05 million.
Written by Joseph Chin of theedgemalaysia.com
China’s benchmark one-year deposit rates will be lifted by 25 basis points to 3.25 percent and one-year lending rates will be raised by 25 basis points to 6.31 percent, the People's Bank of China said in a statement on its website. The rises take effect from April 6.
China and Hong Kong markets will reopen on Wednesday.
On Wall Street, the S&P 500 failed to break a key technical resistance level for a second day on Tuesday as low trading volume raised further questions about the market's strength.
The Dow Jones industrial average slipped 6.13 points, or 0.05 percent, to end at 12,393.90. The Standard & Poor's 500 Index inched down just 0.24 of a point, or 0.02 percent, to 1,332.63. The Nasdaq Composite Index rose 2.00 points, or 0.07 percent, to 2,791.19.
Stocks to watch are RHB CAPITAL BHD [], Y.S.P. Southeast Asia Holding Bhd, TELEKOM MALAYSIA BHD [] (TM) and PRESS METAL BHD [].
RHB Capital Bhd’s AGM and EGM which will be held at 9.30am Wednesday should be an interesting affair following the latest corporate developments.
RHB Cap is seeking a further extension of six months until Oct 19 to complete a proposed rights issue that would raise some RM1.3 billion cash via the issuance of new shares.
Meanwhile, Abu Dhabi Commercial Bank, which is considering selling its 25-percent stake in Malaysia's RHB Capital, hired Goldman Sachs and BOA-Merrill Lynch as advisors, its chief executive said.
Ala'a Eraiqat said on Tuesday that a firm decision on the sale of the stake, valued at $1.4 billion, had yet to be made.
The proposed sale is expected to draw interest from Chinese banks and other Asian buyers due to Malaysia's rapidly growing economy, though lack of control could deter strategic buyers from bidding aggressively, the sources said.
Y.S.P. Southeast Asia Holding Bhd plans to raise up to RM45.22 million from a corporate exercise involving the issuance of rights shares. It would issue 45.22 million new rights shares at RM1 each on the basis of one rights share for every three shares held.
YSP said the proposed rights issue will enable the YSP group to raise funds for its ongoing expansion to widen and extend its reach of its existing and new range of products in local as well as overseas markets
Telekom Malaysia Bhd (TM) has received the Securities Commission’s (SC) approval to issue Islamic debt papers with a combined limit of up to RM2.0 billion for capital expenditure requirements.
TM said the Islamic commercial papers (ICP) programme and an Islamic medium term notes (IMTN) programe would have respective tenures of seven and 15 years from the date of first issue, have been assigned ratings of P1 and AAA respectively by RAM Rating Services Bhd.
Press Metal’s Phase-2 expansion of its aluminium smelting operation will be at the new Samalaju Industrial Park, Bintulu, Sarawak as it seeks to meet the growing demand of aluminium raw material in this Asia region.
PMB via its 80% owned Press Metal Sarawak Sdn Bhd, has developed its Phase-1 aluminium smelting project in Mukah, Sarawak. The new expansion will be relocated to the new Samalaju Industrial Park, Bintulu, Sarawak as being approved by the Sarawak State Planning Authority.
CypARK RESOURCES BHD [] has secured a project from Putrajaya Holdings Sdn Bhd for the proposed rectification works in Precint 5, Putrajaya for a contract sum of RM5.05 million.
Written by Joseph Chin of theedgemalaysia.com
2011年4月4日星期一
ZECON BHD (7028) TP -RM0.60.
Zecon Berhad engages in foundation engineering, civil engineering, and related activities in Malaysia. It involves in the fabrication and dealing of pre-cast piles and related products, and foundation engineering, as well as construction of medium and low cost houses. The company also engages in the operation and maintenance of toll bridges and collection of toll revenue; and provision of sand, dredging, earthworks, and material transportation services, as well as water related services. In addition, Zecon involves in plantation development; and the provision of property development, sales, and management services. Further, it offers architectural services, as well as supplies electrical or electronic equipment and services; and provides energy management and other energy related services. The company was formerly known as Zecon Engineering Berhad and changed its name to Zecon Berhad in August 2007. Zecon Berhad is based in Kuching, Malaysia.
TP-RM0.60
TP-RM0.60
2011年4月3日星期日
MISC BHD (3816) for short term ???? target price RM8.10
MISC Berhad engages in ship owning, ship operating, and other activities related to shipping services, as well as owning and operating offshore floating terminals worldwide. The company provides liquefied natural gas services, petroleum tanker services, and chemical tanker services. MISC Berhad also engages in the provision of marine repair, as well as marine conversion, engineering, and construction services; the processing of copper grit; provision of sludge disposal management services; manufacturing works of pressure vessels and tube heat exchangers; offering haulage brokerage liner merchant and carrier haulage services; the ownership, management, and operation of a cold storage logistic hub; the operation of sterilization and fumigation facilities; and the operation and maintaining of floating production, storage, and offloading terminals. As of March 31, 2009, it operated a fleet of approximately 100 vessels with a combined tonnage of approximately 8 million dwt. The company was founded in 1968 and is headquartered in Kuala Lumpur, Malaysia. MISC Berhad is a subsidiary of Petroliam Nasional Berhad.
my target price for MISC BHD is RM8.10
my target price for MISC BHD is RM8.10
Oil rises to 2-1/2 year peak on job rise, supply fear
NEW YORK: Oil prices jumped on Friday, April 1 as supportive U.S. jobs data reinforced economic growth expectations and Libya's conflict and Middle East unrest kept supply threats in focus, pushing both Brent and U.S. crude to their highest settlements since 2008.
U.S. nonfarm payrolls registered solid growth for a second month in March and the jobless rate hit a two-year low of 8.8 percent, helping fuel optimism about oil demand.
Geopolitical supply risks also had oil traders wary of being too short at the weekend, as Libya's undecided conflict and Middle East unrest persist and elections near for OPEC-member Nigeria, brokers and analysts said.
Oil prices also benefited from momentum after ending the first quarter posting double-digit quarterly gains.
Brent crude for May rose $1.34 to settle at $118.70 a barrel, the highest close since August 2008 and up $3.11 for the week. It hit a May contract peak of $119.14 in post-settlement trading.
Brent's front-month 2-1/2-year high of $119.79 was struck on February 24. Brent has bounced back after falling below $108 in the aftermath of Japan's March 11 earthquake and tsunami.
U.S. crude rose $1.22 to settle at $107.94, pushing to $108.47 in post-settlement trading. Both the settlement and the intraday peak were the highest since September 2008. U.S. crude took out the previous 2011 peak ahead of the jobs data.
The weekly total U.S. crude trading volume was the lowest of the year, dropping to 2.45 million lots traded, down from 2.53 million last week and lowest since the week to December 31, according to Reuters data.
Friday's volume of 509,669 lots was 32 percent below the 30-day average, while Brent's daily volume of 454,581 lots, was only 7.5 percent below its 30-day average.
"You have the jobs report, Libya has escalated, you've got Nigeria elections soon and Syria and the Middle East unrest and it's the first day of the quarter so you have new money come in," said Richard Ilczyszyn, senior market strategist at Lind-Waldock in Chicago.
"There is a tug of war going on with the dollar after the jobs report and it's Friday so there may be reluctance to go into the weekend short."
Money managers raised their net-long positions in crude oil futures and options on the New York Mercantile Exchange in the week to Tuesday, the Commodity Futures Trading Commission said in a report on Friday.
The U.S. jobs report showed nonfarm payrolls rose 216,000, more than the 190,000 expected and followed Thursday's report that weekly initial jobless benefit claims fell last week.
The U.S. manufacturing sector grew at a marginally slower pace in March although a measure of prices rose to their highest level since July 2008, according to an industry report that some viewed as adding support for oil prices.
"The trivial drop back in the ISM manufacturing index to 61.2 in March, from 61.4, still leaves it at a level consistent with GDP growth of more than 5 percent annualized," Paul Ashworth, chief U.S. economist at Capital Economics in London said in a note. - Reuters
Written by Reuters
U.S. nonfarm payrolls registered solid growth for a second month in March and the jobless rate hit a two-year low of 8.8 percent, helping fuel optimism about oil demand.
Geopolitical supply risks also had oil traders wary of being too short at the weekend, as Libya's undecided conflict and Middle East unrest persist and elections near for OPEC-member Nigeria, brokers and analysts said.
Oil prices also benefited from momentum after ending the first quarter posting double-digit quarterly gains.
Brent crude for May rose $1.34 to settle at $118.70 a barrel, the highest close since August 2008 and up $3.11 for the week. It hit a May contract peak of $119.14 in post-settlement trading.
Brent's front-month 2-1/2-year high of $119.79 was struck on February 24. Brent has bounced back after falling below $108 in the aftermath of Japan's March 11 earthquake and tsunami.
U.S. crude rose $1.22 to settle at $107.94, pushing to $108.47 in post-settlement trading. Both the settlement and the intraday peak were the highest since September 2008. U.S. crude took out the previous 2011 peak ahead of the jobs data.
The weekly total U.S. crude trading volume was the lowest of the year, dropping to 2.45 million lots traded, down from 2.53 million last week and lowest since the week to December 31, according to Reuters data.
Friday's volume of 509,669 lots was 32 percent below the 30-day average, while Brent's daily volume of 454,581 lots, was only 7.5 percent below its 30-day average.
"You have the jobs report, Libya has escalated, you've got Nigeria elections soon and Syria and the Middle East unrest and it's the first day of the quarter so you have new money come in," said Richard Ilczyszyn, senior market strategist at Lind-Waldock in Chicago.
"There is a tug of war going on with the dollar after the jobs report and it's Friday so there may be reluctance to go into the weekend short."
Money managers raised their net-long positions in crude oil futures and options on the New York Mercantile Exchange in the week to Tuesday, the Commodity Futures Trading Commission said in a report on Friday.
The U.S. jobs report showed nonfarm payrolls rose 216,000, more than the 190,000 expected and followed Thursday's report that weekly initial jobless benefit claims fell last week.
The U.S. manufacturing sector grew at a marginally slower pace in March although a measure of prices rose to their highest level since July 2008, according to an industry report that some viewed as adding support for oil prices.
"The trivial drop back in the ISM manufacturing index to 61.2 in March, from 61.4, still leaves it at a level consistent with GDP growth of more than 5 percent annualized," Paul Ashworth, chief U.S. economist at Capital Economics in London said in a note. - Reuters
Written by Reuters
Stocks to watch: IJM, Mitrajaya, K.Euro, Sunway, Sime Darby
KUALA LUMPUR: CONSTRUCTION stocks would be in focus in the week ahead, starting Monday, April 4 as the government rolls out more projects under the Economic Transformation Programme (ETP).
Prime Minister Datuk Seri Najib Razak has given the assurance that the government will announce a slew of new major and exciting projects in the next few months, providing traction in implementing effectively the ETP.
Meanwhile, analysts expect external newsflow to impact investors’ sentiment in the second quarter,
“Nevertheless, beyond the short-term volatility, we believe there is still room for the market to move higher in the 2H as investors’ worries are somewhat exaggerated and the global economic recovery will unlikely be derailed,” said RHB Research Institute.
It said the external headwinds that dragged down global equities will likely dissipate and transform into potential catalysts for the market to come back in the second half.
“These include:
1) Worst of the Japanese disaster over with reconstruction plans being put in place;
2) Political upheavals in the Middle-east and North Africa subside and oil price normalises;
3) Receding threat of accelerated inflation for Emerging Asia as weather conditions improve and food prices
4) Domestically, implementation of ETP gaining speed with cheers from general election news flow from time to time,” RHB Research Institute said.
Meanwhile, interest in biogas is expected to pick up with power giant TENAGA NASIONAL BHD signing an MoU on Monday with Sime Darby PLANTATION and Mitsui & Co., Ltd to study the potential of using biogas to generate power at Sime Darby’s oil palm estates.
The study, which will see a collaboration of facilities, skills-set and knowledge based on each company’s area of expertise, intends to take Sime Darby Plantation’s sustainability efforts to new heights.
Other stocks to watch would be IJM Corp, Mitrajaya Holdings, Kumpulan Europlus and Sunway Holdings following fresh corporate news.
IJM Corp Bhd’s unit New Pantai Expressway Sdn Bhd (NPE) has received the go-ahead from the Public Private Partnership Unit of the Prime Minister’s Department for the proposed New Pantai elevated highway extension to Ampang-Kuala Lumpur.
Mitrajaya’s unit has accepted the RM90.78 million contract for the extension project of the Ampang light rail transit (LRT) line in Kinrara.
Kumpulan Europlus said its 64.2% owned West Coast Expressway Sdn Bhd has received a letter from the Public Private Partnership Unit approving in-principle the proposed construction of West Coast Expressway (Taiping-Banting).
The project is to be privatised on a build-operate-transfer basis and the negotiation is expected to be completed within six months from the date of the letter.
Sunway Holdings has accepted a RM22.56 million contract from Singapore-based Sim Lian Group Ltd’s subsidiary to undertake the substructure of three blocks along Jalan Tun Razak here.
Its unit Sunway Geotechnics (M) Sdn Bhd accepted the letter of award for the contract from Sim Lian’s subsidiary Perumahan SLG Central Sdn Bhd for the piling of three blocks of commercial building.
SAM Engineering & Equipment (M) Bhd (formerly LKT INDUSTRIAL BHD []) is acquiring the assets and manufacturing business of engine casing, a division of Singapore Aerospace Manufacturing Pte Ltd for RM135 million in cash and loan stocks. The acquisition was part of its long-term strategy to grow the business and diversify the customer base beyond the current backend business.
The proposed acquisition would interest investors after its major shareholder Singapore Precision Engineering Ltd (SPE) intends to retain the listing status of SAM Engineering and it would undertake a proposed rectification plan about its shareholding.
Written by Joseph Chin of theedgemalaysia.com
Prime Minister Datuk Seri Najib Razak has given the assurance that the government will announce a slew of new major and exciting projects in the next few months, providing traction in implementing effectively the ETP.
Meanwhile, analysts expect external newsflow to impact investors’ sentiment in the second quarter,
“Nevertheless, beyond the short-term volatility, we believe there is still room for the market to move higher in the 2H as investors’ worries are somewhat exaggerated and the global economic recovery will unlikely be derailed,” said RHB Research Institute.
It said the external headwinds that dragged down global equities will likely dissipate and transform into potential catalysts for the market to come back in the second half.
“These include:
1) Worst of the Japanese disaster over with reconstruction plans being put in place;
2) Political upheavals in the Middle-east and North Africa subside and oil price normalises;
3) Receding threat of accelerated inflation for Emerging Asia as weather conditions improve and food prices
4) Domestically, implementation of ETP gaining speed with cheers from general election news flow from time to time,” RHB Research Institute said.
Meanwhile, interest in biogas is expected to pick up with power giant TENAGA NASIONAL BHD signing an MoU on Monday with Sime Darby PLANTATION and Mitsui & Co., Ltd to study the potential of using biogas to generate power at Sime Darby’s oil palm estates.
The study, which will see a collaboration of facilities, skills-set and knowledge based on each company’s area of expertise, intends to take Sime Darby Plantation’s sustainability efforts to new heights.
Other stocks to watch would be IJM Corp, Mitrajaya Holdings, Kumpulan Europlus and Sunway Holdings following fresh corporate news.
IJM Corp Bhd’s unit New Pantai Expressway Sdn Bhd (NPE) has received the go-ahead from the Public Private Partnership Unit of the Prime Minister’s Department for the proposed New Pantai elevated highway extension to Ampang-Kuala Lumpur.
Mitrajaya’s unit has accepted the RM90.78 million contract for the extension project of the Ampang light rail transit (LRT) line in Kinrara.
Kumpulan Europlus said its 64.2% owned West Coast Expressway Sdn Bhd has received a letter from the Public Private Partnership Unit approving in-principle the proposed construction of West Coast Expressway (Taiping-Banting).
The project is to be privatised on a build-operate-transfer basis and the negotiation is expected to be completed within six months from the date of the letter.
Sunway Holdings has accepted a RM22.56 million contract from Singapore-based Sim Lian Group Ltd’s subsidiary to undertake the substructure of three blocks along Jalan Tun Razak here.
Its unit Sunway Geotechnics (M) Sdn Bhd accepted the letter of award for the contract from Sim Lian’s subsidiary Perumahan SLG Central Sdn Bhd for the piling of three blocks of commercial building.
SAM Engineering & Equipment (M) Bhd (formerly LKT INDUSTRIAL BHD []) is acquiring the assets and manufacturing business of engine casing, a division of Singapore Aerospace Manufacturing Pte Ltd for RM135 million in cash and loan stocks. The acquisition was part of its long-term strategy to grow the business and diversify the customer base beyond the current backend business.
The proposed acquisition would interest investors after its major shareholder Singapore Precision Engineering Ltd (SPE) intends to retain the listing status of SAM Engineering and it would undertake a proposed rectification plan about its shareholding.
Written by Joseph Chin of theedgemalaysia.com
2011年4月2日星期六
股票估值的三种方法
对股票估值的方法有多种，依据投资者预期回报、企业盈利能力或企业资产价值等不同角度出发，比较常用的有：
一、股息基准模式， 就是以股息率为标准评估股票价值，对希望从投资中获得现金流量收益的投资者特别有用。可使用简化后的计算公式：股票价格 ＝ 预期来年股息 ／ 投资者要求的回报率。
二、最为投资者广泛应用的盈利标准比率是市盈率(PE)，其公式：市盈率 ＝ 股价 ／ 每股收益。使用市盈率有以下好处，计算简单，数据采集很容易，每天经济类报纸上均有相关资料，被称为历史市盈率或静态市盈率。但要注意，为更准确反映股票 价格未来的趋势，应使用预期市盈率，即在公式中代入预期收益。
投资者要留意，市盈率是一个反映市场对公司收益预期的相对指标，使用市 盈率指标要从两个相对角度出发，一是该公司的预期市盈率和历史市盈率的相对变化，二是该公司市盈率和行业平均市盈率相比。如果某公司市盈率高于之前年度市 盈率或行业平均市盈率，说明市场预计该公司未来收益会上升；反之，如果市盈率低于行业平均水平，则表示与同业相比，市场预计该公司未来盈利会下降。所以， 市盈率高低要相对地看待，并非高市盈率不好，低市盈率就好。如果预计某公司未来盈利会上升，而其股票市盈率低于行业平均水平，则未来股票价格有机会上升。
三、市价账面值比率(PB)，即市账率，其公式：市账率 ＝ 股价 ／ 每股资产净值。此比率是从公司资产价值的角度去估计公司股票价格的基础，对于银行和保险公司这类资产负债多由货币资产所构成的企业股票的估值，以市账率去分析较适宜。
除了最常用的这几个估值标准，估值基准还有现金折现比率，市盈率相对每股盈利增长率的比率(PEG)，有的投资者则喜欢用股本回报率或资产回报率来衡量一个企业。
一、股息基准模式， 就是以股息率为标准评估股票价值，对希望从投资中获得现金流量收益的投资者特别有用。可使用简化后的计算公式：股票价格 ＝ 预期来年股息 ／ 投资者要求的回报率。
二、最为投资者广泛应用的盈利标准比率是市盈率(PE)，其公式：市盈率 ＝ 股价 ／ 每股收益。使用市盈率有以下好处，计算简单，数据采集很容易，每天经济类报纸上均有相关资料，被称为历史市盈率或静态市盈率。但要注意，为更准确反映股票 价格未来的趋势，应使用预期市盈率，即在公式中代入预期收益。
投资者要留意，市盈率是一个反映市场对公司收益预期的相对指标，使用市 盈率指标要从两个相对角度出发，一是该公司的预期市盈率和历史市盈率的相对变化，二是该公司市盈率和行业平均市盈率相比。如果某公司市盈率高于之前年度市 盈率或行业平均市盈率，说明市场预计该公司未来收益会上升；反之，如果市盈率低于行业平均水平，则表示与同业相比，市场预计该公司未来盈利会下降。所以， 市盈率高低要相对地看待，并非高市盈率不好，低市盈率就好。如果预计某公司未来盈利会上升，而其股票市盈率低于行业平均水平，则未来股票价格有机会上升。
三、市价账面值比率(PB)，即市账率，其公式：市账率 ＝ 股价 ／ 每股资产净值。此比率是从公司资产价值的角度去估计公司股票价格的基础，对于银行和保险公司这类资产负债多由货币资产所构成的企业股票的估值，以市账率去分析较适宜。
除了最常用的这几个估值标准，估值基准还有现金折现比率，市盈率相对每股盈利增长率的比率(PEG)，有的投资者则喜欢用股本回报率或资产回报率来衡量一个企业。
Oil prices: 'April is a bullish month'
NEW YORK -- Oil prices continued to trend up Friday, after ending the first quarter at a two-and-a-half-year high, and most experts think that will remain the case for the foreseeable future.
"Oil is going stay stay firm," said Paul Colby, senior vice president at Planalytics. "It'll probably go even higher."
Crude prices have been volatile over the past three months, as unrest in the Arab world continues to spark worries about potential production disruptions.
Oil prices topped $100 a barrel in February amidst protests in Egypt and Tunisia. The civil war in Libya, Africa's third largest oil producer, also pushed prices higher.
The earthquake and tsunami in Japan, which hosts the world's third largest economy, continued to underpin already nervous sentiment.
On Friday, crude oil settled up $1.22 at $107.94 a barrel.
"Today the fundamentals are still very bullish, and we should continue to go higher." said PFG Best senior market analyst Phil Flynn. "The Middle East situation is not calming down any time," he added.
Flynn attributes the bullish April outlook to higher demand for better quality crude during the switchover period from the end of winter heating season to the summer driving season.
"I hate to give you a bad April fools joke, but the month of April is a very bullish month for oil prices," Flynn said.
(CNNMoney)
2011年4月1日星期五
如何在股市赚钱 八大炒股秘诀助你巧胜
股市有句警示语：股市有风险，入市需谨慎。也就是说，人们把钱投资于股市，想通过购买股票赚 钱，就要担当相对的风险。但想在股市赚钱，也不是没有技巧的。无论牛市还是熊市，投资人一定要在戒贪的基础上，提高自己的操作技能。否则，即使股市再牛， 仍然会赔得一塌糊涂。那么，究竟如何在股市中获利呢？下面介绍八大秘诀以供参考：
秘诀之一
对买最低价与卖最高价不奢望
对于任何一个股民而言，能在最低价买入股票，在最高价卖出股票都是他们的美好愿望。但笔者认 为，即使是股市高手，要实现这种愿望也很难。因此，普通股民不要抱太高奢望，因为股市行情随时都处于波动中，即使某些股票已经创了新低，但很可能新低之后 还有新低；即使某些股票已经创了新高，照样可能新高的后面还有新高。鉴于这种情况的实际存在，笔者建议股民在投资股票时不妨去掉奢望，采取比较实际的做 法，让自己真正能有“财”进账。做法是：当你选中某只股票后，自己认为它大约离底部已经很近，未来有10%-20%左右升幅，这时买进该股，随后便耐心等 待该股再次走进上升通道。如此，就能让自己吃到股票行情中可以获利的那一段。
秘诀之二
认真确定好止损与止赢点
很多股民对于股票下跌后，所产生的损失一般都会痛惜，总是希望自己的股票价格能再回升，一般 都不愿割肉，而对于不断上涨的股票又不愿意卖，奢望能更多地获利。这种想法，有时就会让股民不仅不赚，反而还会损失得很惨。因此，在股市拼杀中，设置止损 和止赢尤为重要。所谓止损和止赢就是设定一个固定亏损和盈余率，到达位置即严格执行。其中，设定止赢尤其重要，否则也会不赢反亏。我的邻居张某，曾在28 元时买入了某只股票，我告诉他要设立止赢，就设在38元的位置，但到了38元他没卖，回调到37元我又让他卖，他说，我38元没卖，37元更不卖，到40 元再卖吧。结果呢，在25元时他割了肉。
秘诀之三
把握大势确保胜利果实不丢失
很多股民在牛市时是高手，而一旦遇到熊市或震荡就又成了“低”手，不仅不能在股市中再获利， 反而还要把自己在牛市中获得的胜利果实给吐回去，如此一来，这些短线炒手纯粹是给券商白白打工。其实，在熊市和震荡市中不去搏杀，保住自己牛市的胜利果实 更重要。股民除了应设立止损点和止赢点外，适时进行空仓观望和认真分析，准确把握大势也很重要。依笔者的经验看，在熊市中保住胜利果实的办法是，对几只自 己看好的股票始终进行跟踪，并根据市场情况不断尝试进行虚拟买卖，自己不妄图能够买入历史最低价，当通过虚拟买卖发现升势已经开始确立，再杀入股市开始进 行实盘操作。
秘诀之四
抓住暴跌机会适当建仓
股市暴跌主要分为两种形式，一种为个股暴跌，另一种为大盘暴跌。股民要想获利，抓住每一次暴 跌机会，并瞅准好时机入市就等于抓住了“摇钱树”。一般情况下，股市每年都会出现2-5次的大盘暴跌。这些暴跌，往往都是偶然事件和重大利空消息造成的。 如果大盘处于相对高点时出现暴跌，股民则需特别谨慎，以观望为主。但如果是处于主跌浪或者阴跌很久后出现的暴跌，股民则可考虑把握机会，对自己看好的股票 适当建仓，因为很多牛股都是跌出来的。
秘诀之五
在很难操作时学会空仓
职业股民中的高手一般采用的是追涨杀跌的短线操作方式，而对于非职业股民来说，要做到以此获 利则比较难，因为他们每天看盘的机会毕竟有限，相对来说追踪到热点的机会也就比较少。普通股民只有买上升趋势中的股票才可以获利，因此，普通股民如果感觉 到市场上的股票很难操作，热点也难以把握时，就应考虑空仓。因为在这种情况下，绝大多数股票一般都会出现大幅下跌，涨幅榜上的股票涨幅很小，而跌幅榜上股 票跌幅很大，假如此时再不考虑空仓，那就只有赔钱的份了。
秘诀之六
寻找买入理由巧避波动
用何种投资方式，才可以令股民避开每日价格变动的冲击，让他们在买卖股票中真正把握主动，获 得收益呢？依笔者所见，下面这种方式值得一试。即在股民买进股票之前，先写下五项支持自己投资某家公司的理由，譬如该公司产品竞争力强，个别产业前景佳， 公司财务比率符合标准，股票本益比在理想范围之内等等，并随时进行检查，特别是注意来自该公司各方面的消息与对公司的研究报告，如果有一天发现其中五项决 定买进的因素中已经有三项理由不复存在，就考虑马上卖掉自己所持有的股票，否则就绝不轻易将该股票出手。采用这种方法进行买卖股票的理由是：股价的长期走 势总不会和基本因素偏离太远，因而可以借着各项基本因素的变动来决定进出。
秘诀之七
对连涨股不轻易出手
很多人在决定卖出股票时，所持的理由仅仅是“因为我已经赚钱了。”这种想法绝对错误!卖股票，应该要卖没有赚钱的股票。任何股票只要还能再赚钱，就不要急着卖。
在具体操作过程中，股民往往会出现这样的状况：刚买进的股票上涨了1、2元钱便急着卖掉。结 果呢？几天后，卖出的股票已经涨了7、8元。相反的，对于赔钱的股票，他们却耐心地等待翻本。其实，如果企业已经出现不良情况，翻本就遥遥无期了。因此， 卖股票的理由应是“这种股票展望不佳”或是“这种股票表现太差”，千万不要把“已经有钱赚了”作为卖出的理由。
秘诀之八
认真分析行情上涨真实性
在股票市场，免不了“投机客”，因是“投机客”他们就会尽自己所能，去影响股市行情。因此， 股民在投资股票时应认真分析行情，看是“投机客”轮番炒作所造成的局部涨势，还是“全民参与”的全面上涨行情，只有经过认真分析，才能放心进行投资。要判 断是不是真材实料的上涨行情，成交量是最佳的指标。如果股市中大部分股票价位与成交量都毫无起色，只有少数明星股做“秀”般的表演，投资人就要特别小心。 在整体成交量不大的情况下，极有可能是少数“团体”在“提拔明星”。当成交量明显增加后，指数若反而摇摇欲坠，表示股市已进入炒家与散户的“换手”阶段。
“黑天鵝”效應‧樂觀度打折‧馬股次季風險升高
領域表現簡評
半導體：正面
隨半導體需求持續，維持今年全球半導體銷售成長5%，大馬業者有望自次季半導體需求攀漲中受惠，同時間接從平板電腦強勁成長中獲利。
電訊：正面
預見數據營業額的貢獻在次季平均改善1.3%，全年平均加強5%。智能手機與平板電腦也為領域造好扮演關鍵角色。
種植：正面
日本海嘯對棕油價影響暫時，不預見今年棕油價存下探風險，預計次季為每公噸3千令吉，下半年介於每公噸2千500至3千令吉，全年平均價達每公噸3千400令吉。
油氣：正面
保持全年油價預測每桶105美元，看好高油價帶動更多投資。國油提高額外150萬令吉的按年資本開銷，也進一步推動領域發展。
銀行：正面
維持全年貸款成長預測9%到10%，同時預見總呆賬比走疲至3.2%；經濟轉型計劃預料帶動非利息收入；利率上調有望作為賺幅的“護墊”。
保健：正面
大馬私人保健服務與醫療旅遊的需求與日俱增，國家關鍵經濟領域也增添領域動力。
建築：正面
除盈利成長預測達28%，也是大選的主要受益者，近期原料成本走高的衝擊料短暫。
港口：負面
出口節節敗退將進一步向業者施壓，此外，去年末季賺幅受挫，已流露出賺幅與收費受壓的窘境。
鋼鐵：負面
鐵礦石與廢鐵價走高已衝擊鋼鐵業者賺幅，全球產量走高但中國消耗量卻放慢，預見產能使用率持續平平。
4領域下半年
持續看好
持續看好
今年全年經濟預計寫下5.3%增長，有望為企業未來盈利捎來春風，MIDF預見，特定領域下半年表現持續正面，包括銀行、建築、油氣與種植。
銀行因利率上調料推動盈利成長，預見利息收入、收費收入與海外業務表現改善，儘管法定儲備率走高，但相信影響中和。
建築則是第十大馬與經濟轉型計劃將支撐建築公司下半年與明年表現，不過建築賺幅可能受原料成本急起衝擊。2011年建築領域盈利平均成長預測為28%。
油氣因國家石油大幅提昇未來5年平均每年資本開銷增至500億到550億令吉，令前景看俏，2011財政年領域每股盈利料取得39.9%的強勁按年成長。
種植主要是供應萎縮料支撐棕油價持穩，2011年平均棕油價預測每公噸3千400令吉，領域今年或盼到超過9%的盈利成長。
2011年3月30日星期三
经济新闻 march 30
1.
目标价：RM8.18 最新进展
云顶种植（GENP，2291，主板种植股）2月份油棕鲜果串产量按月增加9.9%，但按年比较没有显著变化。1至2月累积产量，则比去年同期来得低，主要是因为1月份的产量因面对埃尔尼诺现象而减低。
盘点分析
产量预计会在3月或4月以后恢复，2010年更高的肥料使用量，将推高全年产量。我们继续维持云顶种植2011财年至2013财年的净利预测，这段期间的鲜果串产量成长所做的推算，即4.7%、4.4%以及3.9%。
原棕油价格在今年至今为止，已开始从高峰期（2月2日）每公吨3872令吉，回软至每公吨3259令吉。原棕油现价目前徘徊于每公吨3300令吉左右。
我们对种植股的评级维持在“超越大市”，因为全球植物油供需不符。我们同时也将云顶种植的评级维持在“买入”，目标价格定在9.76令吉。
2.目标价：RM2.40
最新进展
马资源（MRCB，1651，主板建筑股）和怡克伟士（Ekovest，8877，主板建筑股）以40:60的股权比例成立联营公司，参与吉隆坡河流清理工程。
这项生命河流工程，是政府经济转型计划中的其中一项启动计划（EPP）。
盘点分析
由于马资源在河流清理工程具备良好的记录，然而在联营公司里却不是占据最大股权，因此令我们感到讶异。上述工程据说总值达80亿令吉。
不过，我们认为该公司很有机会获得其他河流清理工程，尤其是在彭亨和槟城，据悉，这两地的工程总值介于15至20亿令吉。
如果一切顺利，我们对展望保持正面，此外，该公司也有机会参与河流两旁的再发展计划，这也是最吸引人的重点。
3.目标价：RM6.28
最新进展
尽管手套的全球销量下滑，然而丁腈手套却是稳健增长。贺特佳（Harta，5168，主板工业产品股）的丁腈手套占了该公司总销量的83%，因此，促成该公司2010年第四季的营业额，按年按季成长26.6%和2.1%，超出其他的同行。
盘点分析
我们相信丁腈手套需求在先进国里依然保持强稳，尽管橡胶的价格下滑，我们也不认为从丁腈手套转用橡胶手套者的数量会很显著。
我们将贺特佳的目标价格维持在6.28令吉，由12.5倍的本益比中推算出来，同时，也比顶级手套（TopGlov，7113，主板工业产品股）14倍的本益比折价10%。
我们推荐贺特佳是因为其盈利成长潜能佳、良好的定价能力、净现金水平以及17%全球丁腈手套市占率。
我们很有可能在该公司于5月份公布2011财年的业绩后，调高该公司的评级以及2012财年的预测。
GAMUDA(5398) share can continue to buy???? TP 4.20
AmResearch, in a research note today, said the increasing newsflow on the MRT project, targeted to commence work by July, would likely re-galvanise investor interest in the company.
With its role as project delivery partner for the MRT project already established, other significant development in the project would lend further improvement to Gamuda share price, it said.
For the Madge Mansion, he said, the development consisting of 50 condominiums with a gross domestic development of RM250 million aimed to be launched in the financial year 2012, would further contribute to the company's domestic revenue.
2011年3月29日星期二
MASTEEL CAN BUY!!!! TP 1.30
Malaysia Steel Works (KL) Bhd engages in the manufacture of steel bars and steel billets in Malaysia. The company, through its subsidiary also engages in the manufacture, and research and development of radioisotopes and radiopharmaceuticals products for positron emission tomography. Malaysia Steel Works is based in Petaling Jaya, Malaysia.
Bursa Malaysia: Malaysia Steel Works (KL) Bhd managing director and chief executive officer Datuk Seri Tai Hean Leng was increasing its stake to 31.76% or 66.93 million shares after the recent acquisition of 2.85 million shares.
presentation of Bursa Malaysia showed TYY Resources Sdn Bhd, which is considered of interest, acquired ; the stock on February 25 of RM1.38 each.
integrated steel maker back to profitability in the year ended December 31, 2010 in the back of a record of RM1 billion in revenue. Masteel recorded a net profit of RM28.18 million compared to net loss of RM8.09 million in FY09, while revenue rose 46.2% RM1 million from RM687.26 million in FY09. strong years of growth was due to the growing demand for its products and higher prices
--Bursa Malaysia: Integrated steel manufacturer Malaysia Steel Works (KL) BHD (Masteel) turned to profitability in the year ended December 31, 2010 in the back of a record of RM1 million d & # XF3; dollars in revenue.
Masteel said on Thursday, February 24 saw a net profit of RM28.18 million compared to net loss of RM8.09 million in FY09, while that revenues increased 46.2% to RM687.26 million RM1 million in FY09.
Masteeel attributed the strong growth year yeara the growing demand for its products and higher prices.
target price for this share- RM1.30
Bursa Malaysia: Malaysia Steel Works (KL) Bhd managing director and chief executive officer Datuk Seri Tai Hean Leng was increasing its stake to 31.76% or 66.93 million shares after the recent acquisition of 2.85 million shares.
presentation of Bursa Malaysia showed TYY Resources Sdn Bhd, which is considered of interest, acquired ; the stock on February 25 of RM1.38 each.
integrated steel maker back to profitability in the year ended December 31, 2010 in the back of a record of RM1 billion in revenue. Masteel recorded a net profit of RM28.18 million compared to net loss of RM8.09 million in FY09, while revenue rose 46.2% RM1 million from RM687.26 million in FY09. strong years of growth was due to the growing demand for its products and higher prices
--Bursa Malaysia: Integrated steel manufacturer Malaysia Steel Works (KL) BHD (Masteel) turned to profitability in the year ended December 31, 2010 in the back of a record of RM1 million d & # XF3; dollars in revenue.
Masteel said on Thursday, February 24 saw a net profit of RM28.18 million compared to net loss of RM8.09 million in FY09, while that revenues increased 46.2% to RM687.26 million RM1 million in FY09.
Masteeel attributed the strong growth year yeara the growing demand for its products and higher prices.
target price for this share- RM1.30
2011年3月28日星期一
SILVER BIRD, GUANCHONG IS THE NEXT???
SILVER BIRD GROUP
Silver Bird Group Berhad, an investment holding company, engages in the manufacture of frozen and daily fresh/shelf-stable bakery goods. It also involves in the sale and distribution of bakery goods and telecommunication products; and wholesale/logistics of bakery ingredients, as well as operates as a marketing and distribution agent for financial related products. The company is based in Shah Alam, Malaysia.
SILVER BIRD GROUP BHD’s net profit for the fourth quarter ended Oct 31, 2010 rose 36.66% to RM835,000 from RM611,000 a year ago mainly due to the sales growth in its core business of consumer food division.
Its revenue for the quarter rose 6.75% to RM153.92 million from RM144.19 million in 2009. Earnings per share were 0.22 sen while net assets per share was 53 sen.
Reviewing its performance in 4Q, Silver Bird said on Thursday, Dec 30 that its consumer food division’s revenue rose by 4% year-on-year from RM46.2 million to RM48.2 million due to sales channel expansion.
Its revenue for the quarter rose 6.75% to RM153.92 million from RM144.19 million in 2009. Earnings per share were 0.22 sen while net assets per share was 53 sen.
Reviewing its performance in 4Q, Silver Bird said on Thursday, Dec 30 that its consumer food division’s revenue rose by 4% year-on-year from RM46.2 million to RM48.2 million due to sales channel expansion.
TP-RM0.65
GUAN CHONG BHD
Guan Chong Berhad, an investment holding company, engages in the production, marketing, and sale of cocoa-derived food ingredients primarily in Malaysia. The company also engages in the purchase and distribution of cocoa-derived food ingredients. It also markets and promotes chocolate related products and confectionaries. The company is based in Pasir Gudang, Malaysia. Guan Chong Berhad operates as a subsidiary of Guan Chong Resources Sdn. Bhd.
| 1 mth Ago-- | Guan Chong 4Q Net MYR42.9M Vs MYR6.67M | |||||
| 7 mths Ago-- | Guan Chong 2Q Net MYR19.5M Vs MYR2.23M | |||||
| 10 mths Ago-- | Guan Chong 1Q Net MYR19.7M Vs MYR151,000 |
TP -RM2.70
SEGi plans 50% dividend payout
SEG International Bhd (SEGi) has announced a dividend policy to distribute a minimum 50% of its group net profit to shareholders with effect from the financial year ending Dec 31, 2011.
In an announcement to Bursa Malaysia yesterday, the education group said its board believed the dividend payout was within the group’s financial capability considering its future earnings growth, adding that it had consistently paid dividends to its shareholders since its listing in 1995.
“The dividend policy aims to demonstrate to shareholders and potential investors the group’s commitment to reward its shareholders with consistent returns in line with the earnings growth of the group,” it said.
The announcement of the dividend policy came on the heels of SEGi’s managing director Datuk Clement Hii raising his shareholding to 32.44% from barely 0.81% when he was at the helm of Star Publications (M) Bhd last year.
Hii was executive deputy chairman of Star for two years from 2008.
He is now the single largest shareholder of SEGi, whose earnings have been on a strong growth path in the past four years.
For FY10 ended Dec 31, the education group posted a net profit of RM43 million, quadrupled from RM10 million in FY09. Revenue rose 31% to RM217.6 million from RM166.3 million previously. It announced in January a gross special dividend of 14 sen per share.
Kenanga Research had earlier this year predicted that SEGi was likely to pay half its profits as dividends due to strong operating cashflow, less planned capex going forward and its low financial gearing position.
“This will translate into gross dividend per share (DPS), ranging from 16 sen to 23.2 sen in FY11 to FY13,” it said in a note in January. “We estimate the group could pay out as much as 90% of its net profit, including the recently-announced special dividend, as dividends in FY10,” the stockbroker added.
Based on Kenanga’s estimated dividends and yesterday’s closing price of RM3.46, the stock would offer a gross dividend yield of between 4.6% and 6.7% for FY11-FY13.
The research house had also pointed out that SEGi had on average been paying 24% of its profit as net dividends.
The firm rally on SEGi’s share price has boosted its market capitalisation of less than RM100 million a year ago to RM889 million based on yesterday’s closing of RM3.46.
SEGi share price had climbed from below RM1 in January last year to a historical high of RM3.60 early this month before it retreated to RM3.46 yesterday.
In a separate announcement, SEGi said it intended to seek shareholder approval at its upcoming AGM for a renewal of authorisation to carry out a share buy-back, adding that a circular to shareholders would be dispatched in due course.
This article appeared in The Edge Financial Daily, March 25, 2011.
In an announcement to Bursa Malaysia yesterday, the education group said its board believed the dividend payout was within the group’s financial capability considering its future earnings growth, adding that it had consistently paid dividends to its shareholders since its listing in 1995.
“The dividend policy aims to demonstrate to shareholders and potential investors the group’s commitment to reward its shareholders with consistent returns in line with the earnings growth of the group,” it said.
The announcement of the dividend policy came on the heels of SEGi’s managing director Datuk Clement Hii raising his shareholding to 32.44% from barely 0.81% when he was at the helm of Star Publications (M) Bhd last year.
Hii was executive deputy chairman of Star for two years from 2008.
He is now the single largest shareholder of SEGi, whose earnings have been on a strong growth path in the past four years.
For FY10 ended Dec 31, the education group posted a net profit of RM43 million, quadrupled from RM10 million in FY09. Revenue rose 31% to RM217.6 million from RM166.3 million previously. It announced in January a gross special dividend of 14 sen per share.
The education group has the financial capability to honour its proposed 50% dividend payout, says its directors.
Kenanga Research had earlier this year predicted that SEGi was likely to pay half its profits as dividends due to strong operating cashflow, less planned capex going forward and its low financial gearing position.
“This will translate into gross dividend per share (DPS), ranging from 16 sen to 23.2 sen in FY11 to FY13,” it said in a note in January. “We estimate the group could pay out as much as 90% of its net profit, including the recently-announced special dividend, as dividends in FY10,” the stockbroker added.
Based on Kenanga’s estimated dividends and yesterday’s closing price of RM3.46, the stock would offer a gross dividend yield of between 4.6% and 6.7% for FY11-FY13.
The research house had also pointed out that SEGi had on average been paying 24% of its profit as net dividends.
The firm rally on SEGi’s share price has boosted its market capitalisation of less than RM100 million a year ago to RM889 million based on yesterday’s closing of RM3.46.
SEGi share price had climbed from below RM1 in January last year to a historical high of RM3.60 early this month before it retreated to RM3.46 yesterday.
In a separate announcement, SEGi said it intended to seek shareholder approval at its upcoming AGM for a renewal of authorisation to carry out a share buy-back, adding that a circular to shareholders would be dispatched in due course.
This article appeared in The Edge Financial Daily, March 25, 2011.
2011年3月27日星期日
6 Costs You Should Always Negotiate!!!
With that philosophy in mind, follow these tips to negotiate the best possible deal on 6 common fees and expenses:
1. Credit Card Rates
• Why they are negotiable: Now that most of the dust has settled following the big credit card reform act, card companies are competing fiercely again for new customers. Issuers sent out 1.2 billion credit card offers in the third quarter of 2010 -- more than three times the number sent during the same period in 2009. "Use the competition to your advantage," says Ira Rheingold, executive director for the National Association of Consumer Advocates. "Don't jump at the first offer. You should argue for the best rate."
• Who to talk to: Call the 800 number associated with a new card offer (or the number on the back of a current card) and talk to the customer service rep. If the rep can't -- or won't -- adjust the rate, ask to speak with a manager.
• What to say: "I've gotten several credit card offers with lower rates. Tell me what you can do to beat those offers."
• Possible savings: How much you're able to lower your interest rate will depend on your credit and payment history, as well as your credit score. In a study conducted by the U.S. Public Interest Research Group several years ago, more than half of consumers who asked for lower rates got them, with their average APR dropping from 16 percent to 10.47 percent.
2. Mortgage and Refinancing Rates and Fees
• Why they are negotiable: "Mortgage lending has gotten difficult, which means that a lender will work hard to make a deal," says Rheingold. And that's particularly true for consumers with credit scores of at least 750.
• Who to talk to: Mortgage brokers or lenders at banks and credit unions.
• What to say: Get several estimates in writing and ask, "Here's the best deal I can get. Can you beat it?"
• Possible savings: In addition to offering better rates, lenders might reduce certain fees or even waive them altogether. To negotiate the lowest out-of-pocket costs, ask for discounts on all upfront fees, including application and origination fees. According to the Federal Trade Commission's website, comparing and negotiating mortgage fees can result in thousands of dollars of savings.
3. Home Improvements
• Why they are negotiable: "Business is slow and that means contractors are willing to haggle over their prices," says Greg Daugherty, executive editor of Consumer Reports. Plus, the prices of many common home building materials are down as much as 35 percent from their peak in the mid-2000s.
• Who to talk to: The contractor.
• What to say: "What are the options for less expensive materials? And what discounts can you offer me on labor?"
• Possible savings: Up to 20 percent of the cost of the project, according to a new survey by Angie's List, a website that publishes surveys and consumer reviews of service businesses. Of the home improvement contractors who were surveyed in 2010, 80 percent were willing to drop their prices to get a job (compared with 43 percent in 2008). And more than half of the contractors surveyed said they were willing to lower prices by 10 percent, with nearly 25 percent willing to drop their fees up to 20 percent.
4. Home Appliances and Electronics
• Why they are negotiable: Store managers understand that a discounted deal done today is often better than a potential deal in the future (and definitely better than no deal at all). One trick is to go first thing in the morning or just before the store closes when there are fewer customers. "A manager will hesitate to offer a discount if he thinks he'll have to make the same deal with all of the customers who overhear the negotiation," says Consumer Reports' Daugherty.
• Who to talk to: A store's manager or assistant manager.
• What to say: "I like this model. If you can give me a discount and free delivery, I'll buy it today."
• Possible savings: Profit margins are generally fairly thin on appliances and electronics, so getting 10 percent off is a reasonable goal, particularly if you can also get them to throw in free delivery and installation. Consumer Reports found that three-quarters of shoppers were able to negotiate a better deal on major appliances, with an average savings of $100 per appliance.
5. Cars
• Why it's negotiable: Car dealerships are one of the few places where price negotiations are not only acceptable, they're expected, notes Philip Reed, senior consumer advice editor for car-buying site Edmunds.com. But instead of trying to negotiate your purchase price down from the MSRP (the sticker price), as you might for other items, ask to see the invoice price (the price the dealer paid for the car) and work your way up from there. You can look up dealer invoice prices for free on Web sites like IntelliChoice.com, Edmunds.com, and KBB.com.
• Who to talk to: Sales staff.
• What to say: "Another dealership has given me a better price on the same model. Tell me how you can beat their offer."
• Possible savings: It's possible to save more than $1,000 on a new car by negotiating smartly, according to Reed. And you'll net even higher savings by also negotiating the value of your trade-in, as well as financing terms and the cost of extended warranties.
6. Medical Bills
• Why they're negotiable: Patients usually assume that the cost for various medical procedures and tests are set in stone, but often they're not. And with health care companies shifting more out-of-pocket costs onto consumers, asking for potential discounts is essential, particularly since there's often a huge variance in costs among providers, says Angie's List spokeswoman Cheryl Reed. In Washington D.C., for example, the price for an MRI of the right knee ranges from $400 to $1,501, according to a recent report. You can look up average prices in your area for various procedures at Healthcare Blue Book.
• Who to talk to: The billing administrator.
• What to say: "This is a significant expense for me. Is there a discount for paying upfront or in cash? What other kinds of discounts might be available?"
• Possible savings: Fifty percent or more. An Angie's List poll found that 74 percent of respondents who negotiated their medical bills were successful, often paying less than half of the original cost.
by Jodi Helmer.yahoo,finance
Stocks to watch: Pos Malaysia, HELP, TA Enterprise, Maybulk
The FBM KLCI posted six straight days of gains last Friday, March 25, with the FBM KLCI up 0.77% or 11.66 points to 1,515.55 following the recent aftermath of the Japan earthquake and the on-going Mid-East turmoil but trading is expected to be lacklustre in the week ahead.
On Friday, Wall Street advanced for a third straight day, giving the S&P its best weekly performance since early February, but volume remained light as global uncertainty persisted.
The Dow Jones industrial average gained 50.03 points, or 0.41%, to 12,220.59. The Standard & Poor's 500 Index rose 4.14 points, or 0.32%, to 1,313.80. The Nasdaq Composite Index added 6.64 points, or 0.24%, to 2,743.06.
For the week, the Dow gained 3.1%, the S&P climbed 2.7% and the Nasdaq advanced 3.8%.
As for Bursa Malaysia, overall trading has been lacklustre and gains restrained also on concerns of high oil price, rising food prices and the impact on inflation, which is forecast to climb between 2.5% and 3.5% this year.
Malaysia’s consumer price index rose 2.9% in February 2011 from a year ago as prices for food & non-alcoholic beverages and non-food rose. The CPI rose 0.5% from January. For the period of January-February, the CPI rose 2.7% from the previous corresponding period.
The index for food & non-alcoholic beverages and non-food for the month of February 2011 showed increases of 4.7% and 2.1% respectively as compared to the same month in 2010.
While the market has managed to eke out marginal gains, investors are expected to nibble on selected stocks with on-going news, including RHB Capital and companies which announced their results including
HELP INTERNATIONAL CORPORATION Bhd
TA ENTERPRISE BHD
POS MALAYSIA BHD
MALAYSIAN BULK CARRIERS BHD
PACIFICMAS BHD
would see trading interest after declaring dividends.
Pos Malaysia declared dividends totaling 17.5 sen for the financial year ended Dec 31, 2010.
PacificMas announced a windfall, with an interim dividend of RM1.398 per share less 25% income tax (net RM1.0485 per share) and single tier dividend of 30 sen per share (tax exempt) for the financial year ending Dec 31, 2011.
Maybulk declared a final single tier dividend of 10 sen per share for the financial year ended Dec 31, 2010. The dividend would be paid on May 6 this year.
Written by Joseph Chin of theedgemalaysia.com
On Friday, Wall Street advanced for a third straight day, giving the S&P its best weekly performance since early February, but volume remained light as global uncertainty persisted.
The Dow Jones industrial average gained 50.03 points, or 0.41%, to 12,220.59. The Standard & Poor's 500 Index rose 4.14 points, or 0.32%, to 1,313.80. The Nasdaq Composite Index added 6.64 points, or 0.24%, to 2,743.06.
For the week, the Dow gained 3.1%, the S&P climbed 2.7% and the Nasdaq advanced 3.8%.
As for Bursa Malaysia, overall trading has been lacklustre and gains restrained also on concerns of high oil price, rising food prices and the impact on inflation, which is forecast to climb between 2.5% and 3.5% this year.
Malaysia’s consumer price index rose 2.9% in February 2011 from a year ago as prices for food & non-alcoholic beverages and non-food rose. The CPI rose 0.5% from January. For the period of January-February, the CPI rose 2.7% from the previous corresponding period.
The index for food & non-alcoholic beverages and non-food for the month of February 2011 showed increases of 4.7% and 2.1% respectively as compared to the same month in 2010.
While the market has managed to eke out marginal gains, investors are expected to nibble on selected stocks with on-going news, including RHB Capital and companies which announced their results including
HELP INTERNATIONAL CORPORATION Bhd
TA ENTERPRISE BHD
POS MALAYSIA BHD
MALAYSIAN BULK CARRIERS BHD
PACIFICMAS BHD
would see trading interest after declaring dividends.
Pos Malaysia declared dividends totaling 17.5 sen for the financial year ended Dec 31, 2010.
PacificMas announced a windfall, with an interim dividend of RM1.398 per share less 25% income tax (net RM1.0485 per share) and single tier dividend of 30 sen per share (tax exempt) for the financial year ending Dec 31, 2011.
Maybulk declared a final single tier dividend of 10 sen per share for the financial year ended Dec 31, 2010. The dividend would be paid on May 6 this year.
Written by Joseph Chin of theedgemalaysia.com
炒股投资获利六法!!!
方法一：短期获利法
短期获利法是当某种股票一旦出现上扬行情时大量买进，待在短期内股价上涨到一个可观的高度又全部卖出的投资技巧。
短期获利的策略依据是：当股价涨升到一定价位时，往往会造成较大的起伏波动，此时，极易汇成争购的人潮，使股价出现持续的攀升现象，并创出新高。因此，只要预测准确，当股价出现高价攀升时买进，待其继续上扬之后全部卖出，就可获取一段可观的收益。
此种方法的优点是能抓住股价上涨时期的获利机会，提高资金的产出效率，不足之处在于：一是高点买进之后，可能会发生行情反转，使投资者蒙受损失；二是在 更高价位卖出后，股价可能会继续走高，而不能获取最大效益。因此，采取短期获利法需要注意两点：一是要加强分析和预测；二是要选好买卖时点。
短期获利法较适合那些积极进取、风险承受能力强的投资者采用。
方法二：分批买卖法
分批买卖法指的是当股价下跌到一定程度后，投资者开始进入股市分批买进；而当股价上扬到一定高度后，则开始将持有的股票分批卖出。
分批买卖法是基于克服人性的优柔寡断弱点而应运而生的一种投资方法。股票投资者的良好愿望是能够在最低价买进和最高价卖出，但真正能在市场上如愿以偿的 人却为数不多。通常的情形是，在股价下跌到可以入市时，许多投资者还认为股价会继续下跌，仍持币观望；而待股价强劲反弹时，又后悔莫及。另外，当股价上涨 到应该脱手时，还认为股价会继续上扬，而待股价下跌时，不仅卖不出好价，有时甚至还难以脱手。
分批买卖克服了上述只选择一个时点进行 买卖的缺陷。由于分批买卖进行的是多次买进和多次卖出，故而当股价下跌到某一低点时，投资者就可以开始买进，即使买入后股价仍下跌，投资者还可陆续予以购 买。同样，当股价涨至某一高点时，投资者也不会因贪心而舍不得卖出，因为即使股价继续上涨，投资者手中还持有部分股票，仍能通过不断卖出而获利。至于分批 买卖的时机，投资者最好根据一些技术分析的手段予以确定。通常的方法是：当一种股票的相对强弱指标低于20时，表示该种股票价格已经较低，其反弹的可能性 很大，此时宜入市分批买进；而当相对强弱指标达80以上时，表明该股票的价格已处高位，其下跌的可能性极大，此时应将所持股票分批卖出。
方法三：均价成本投资法
均价成本投资法，又称金额平均法。它是在一定时期内，固定一定量的资金分期平均购买某种股票的投资方法。
具体操作方法是：选定某种具有长期投资价值且价格波动较大的股票，在一定的投资期间内，不论股价上涨还是下跌，都坚持定期以相同的资金购入该种股票。这 样，投资者的每股平均买入价就低于平均市值。均价成本投资法的优点在于：一是方法简单。投资者只需定期定额投资，不必考虑投资的时间确定问题；二是既可避 免在高价时买进过多股票的风险，又可在股票下跌时，有机会买到更多的股票；三是用少量资金便可进行连续投入，并可享受股票长期增值的收益。
采用这种方应注意三点：一要选择经营稳定、利润稳定上升的公司股票；二要有一个较长的投资期限。如果期限较短，效果则不太明显；三要选择价格波动幅度较大，且股价呈上升趋势的股票。
均价成本投资法适用那些有定期、定额资金来源的投资者。
方法四：渔翁撒网法
渔翁撤网法是股票投资的组合方法之一。它指的是股票投资要像渔翁撒网一样，在同一时期将资金投向多种股票，以便在股票价格的涨落中获取盈利和降低风险。
采用渔翁网法的好处是，既能获取股票投资的收益，又可分散投资以降低风险。例如，当股票市场处于牛市时，由于各种股票会出现轮流上涨的情形，这样，股票 投资者便可相继抛出手中的个股以获取收益。即使出现熊市，也由于投资者持有多种股票，总会有一些强势股，手中个股可能会出现部分涨跌相抵的情况，从而能够 减少投资者的损失。
但由于这种方法奉行“哪种股票上升便卖哪种股票”的法则，较容易把手中的股票在价格低微时卖出，而长期将劣质股票 握在手中，从而降低了自己的获利能力。基于这种理由，市场上也有一种“反渔翁撤网”的投资方法，即有选择地买进多种股票，哪种股票上升就多买一些，哪种股 票下跌就卖掉它。由于股市中大多数时候是强者恒强，弱者恒弱，因此，此种方法可能使投资者保留较多的强势股而保障了投资者的未来获利能力。但由于“反渔翁 撒网法”奉行的是“哪种股票价格下跌就卖出哪种股票”的法则，因而，又极易降低已成交股票的盈利水准。这两种方法各有利弊，投资者可根据自身的情况酌情选 用。
方法五：金字塔型买卖法
金字塔型买卖法是分批买卖法的变种。此法是针对股价价位的高低，以简单的三角形(即金字塔型)作为买卖的准则，来适当调整和决定股票买卖数量的一种方法。它分为金字塔型买入法和倒金字塔型卖出法两种。
金字塔型买入法，即正金字塔型(正三角形)的下方基底较宽且愈往上愈小，宽广的部分显示股价低时，买进数量较大，当股价逐渐上升时，买进的数量应逐渐减少。
采用这种愈买愈少的金字塔型买入法的优点在于：如果投资者在第一次购买行为完成后，股价仍处于上升通道中，投资者还可以第二次、第三次追加投入以增加获 利机会。尽管它不如一次全部投入能获取更多的盈利，但却能减少因股价下跌可能给投资者带来的风险。如果股价在第二次、第三次购买后再出现下跌，也会因第二 次或第三次买入的股数较少，而不会造成太大损失。由此可见，愈买愈少的金字塔型买入法既能增加获利机会，又能降低风险。
倒金字塔卖出法恰好相反。倒金字塔是下方较尖小，而愈往上则愈宽广。所以，倒金字塔卖出法要求，当股价不断升高时，卖出的数量应逐渐增加。它的优点是能在人气旺盛的时候卖出股票，出手容易，既能获得较好差价，又能降低风险。
方法六：保本投资法
保本投资法是股票投资中避免血本耗尽的一种操作方法。
这里所说的“保本”，并不是保投资者用于购买股票的总金额，而是保投资总额中不容许被亏损的那部分。
采用此法最重要的不在于买进的时机选择，而在于做出卖出的决策，因此，获利卖出点和停止损失点的制订是关键。
获利卖出点，即为投资者获得一定数额投资利润时毅然卖出的那一点。这个时候的卖出，并不是将所有持股一口气统统卖光，而是卖出其所欲保本的那一部分。例 如，某投资者心目中的“本”定为总投资额的50％，那么，他的获利卖出点，即为所持股票市值总值达到其最初投资额的50％时。在此一时点，该投资者可以卖 出所有股票的1／3，先保其“本”。
进行了此次保本操作后，所持股票的市价总值与其最初的投资总额仍然相同。此后，投资者可以再制订 其欲保的第二次“本”。仍以上述投资者为例，如果该投资者在进行了第一次保“本”之后，将其余所持股的“本”改为20%，即表示剩下的持股，再涨20％就 可再卖掉1／6，又将此部分的“本”保了下来，然后，再制订其所剩下的持股的“本”。以此类推，这样，随着行情的不断上升，其持股的数量必然不断减少。不 过，持股的市价总值却一直不变，始终等于最初的投资总金额。需要指出的是，获利卖出点的制订，是针对行情上涨所采取的一种方法。
至于行情下跌时，可以制订停止损失点来防范过分亏损。止损点的确定是行情下跌到只剩下投资者心目中的“本”时，给予卖出以保住其最起码的“本”的位置。简单地说，就是在行情下跌到一定程度时，全身而退以免蒙受过分亏损。
短期获利法是当某种股票一旦出现上扬行情时大量买进，待在短期内股价上涨到一个可观的高度又全部卖出的投资技巧。
短期获利的策略依据是：当股价涨升到一定价位时，往往会造成较大的起伏波动，此时，极易汇成争购的人潮，使股价出现持续的攀升现象，并创出新高。因此，只要预测准确，当股价出现高价攀升时买进，待其继续上扬之后全部卖出，就可获取一段可观的收益。
此种方法的优点是能抓住股价上涨时期的获利机会，提高资金的产出效率，不足之处在于：一是高点买进之后，可能会发生行情反转，使投资者蒙受损失；二是在 更高价位卖出后，股价可能会继续走高，而不能获取最大效益。因此，采取短期获利法需要注意两点：一是要加强分析和预测；二是要选好买卖时点。
短期获利法较适合那些积极进取、风险承受能力强的投资者采用。
方法二：分批买卖法
分批买卖法指的是当股价下跌到一定程度后，投资者开始进入股市分批买进；而当股价上扬到一定高度后，则开始将持有的股票分批卖出。
分批买卖法是基于克服人性的优柔寡断弱点而应运而生的一种投资方法。股票投资者的良好愿望是能够在最低价买进和最高价卖出，但真正能在市场上如愿以偿的 人却为数不多。通常的情形是，在股价下跌到可以入市时，许多投资者还认为股价会继续下跌，仍持币观望；而待股价强劲反弹时，又后悔莫及。另外，当股价上涨 到应该脱手时，还认为股价会继续上扬，而待股价下跌时，不仅卖不出好价，有时甚至还难以脱手。
分批买卖克服了上述只选择一个时点进行 买卖的缺陷。由于分批买卖进行的是多次买进和多次卖出，故而当股价下跌到某一低点时，投资者就可以开始买进，即使买入后股价仍下跌，投资者还可陆续予以购 买。同样，当股价涨至某一高点时，投资者也不会因贪心而舍不得卖出，因为即使股价继续上涨，投资者手中还持有部分股票，仍能通过不断卖出而获利。至于分批 买卖的时机，投资者最好根据一些技术分析的手段予以确定。通常的方法是：当一种股票的相对强弱指标低于20时，表示该种股票价格已经较低，其反弹的可能性 很大，此时宜入市分批买进；而当相对强弱指标达80以上时，表明该股票的价格已处高位，其下跌的可能性极大，此时应将所持股票分批卖出。
方法三：均价成本投资法
均价成本投资法，又称金额平均法。它是在一定时期内，固定一定量的资金分期平均购买某种股票的投资方法。
具体操作方法是：选定某种具有长期投资价值且价格波动较大的股票，在一定的投资期间内，不论股价上涨还是下跌，都坚持定期以相同的资金购入该种股票。这 样，投资者的每股平均买入价就低于平均市值。均价成本投资法的优点在于：一是方法简单。投资者只需定期定额投资，不必考虑投资的时间确定问题；二是既可避 免在高价时买进过多股票的风险，又可在股票下跌时，有机会买到更多的股票；三是用少量资金便可进行连续投入，并可享受股票长期增值的收益。
采用这种方应注意三点：一要选择经营稳定、利润稳定上升的公司股票；二要有一个较长的投资期限。如果期限较短，效果则不太明显；三要选择价格波动幅度较大，且股价呈上升趋势的股票。
均价成本投资法适用那些有定期、定额资金来源的投资者。
方法四：渔翁撒网法
渔翁撤网法是股票投资的组合方法之一。它指的是股票投资要像渔翁撒网一样，在同一时期将资金投向多种股票，以便在股票价格的涨落中获取盈利和降低风险。
采用渔翁网法的好处是，既能获取股票投资的收益，又可分散投资以降低风险。例如，当股票市场处于牛市时，由于各种股票会出现轮流上涨的情形，这样，股票 投资者便可相继抛出手中的个股以获取收益。即使出现熊市，也由于投资者持有多种股票，总会有一些强势股，手中个股可能会出现部分涨跌相抵的情况，从而能够 减少投资者的损失。
但由于这种方法奉行“哪种股票上升便卖哪种股票”的法则，较容易把手中的股票在价格低微时卖出，而长期将劣质股票 握在手中，从而降低了自己的获利能力。基于这种理由，市场上也有一种“反渔翁撤网”的投资方法，即有选择地买进多种股票，哪种股票上升就多买一些，哪种股 票下跌就卖掉它。由于股市中大多数时候是强者恒强，弱者恒弱，因此，此种方法可能使投资者保留较多的强势股而保障了投资者的未来获利能力。但由于“反渔翁 撒网法”奉行的是“哪种股票价格下跌就卖出哪种股票”的法则，因而，又极易降低已成交股票的盈利水准。这两种方法各有利弊，投资者可根据自身的情况酌情选 用。
方法五：金字塔型买卖法
金字塔型买卖法是分批买卖法的变种。此法是针对股价价位的高低，以简单的三角形(即金字塔型)作为买卖的准则，来适当调整和决定股票买卖数量的一种方法。它分为金字塔型买入法和倒金字塔型卖出法两种。
金字塔型买入法，即正金字塔型(正三角形)的下方基底较宽且愈往上愈小，宽广的部分显示股价低时，买进数量较大，当股价逐渐上升时，买进的数量应逐渐减少。
采用这种愈买愈少的金字塔型买入法的优点在于：如果投资者在第一次购买行为完成后，股价仍处于上升通道中，投资者还可以第二次、第三次追加投入以增加获 利机会。尽管它不如一次全部投入能获取更多的盈利，但却能减少因股价下跌可能给投资者带来的风险。如果股价在第二次、第三次购买后再出现下跌，也会因第二 次或第三次买入的股数较少，而不会造成太大损失。由此可见，愈买愈少的金字塔型买入法既能增加获利机会，又能降低风险。
倒金字塔卖出法恰好相反。倒金字塔是下方较尖小，而愈往上则愈宽广。所以，倒金字塔卖出法要求，当股价不断升高时，卖出的数量应逐渐增加。它的优点是能在人气旺盛的时候卖出股票，出手容易，既能获得较好差价，又能降低风险。
方法六：保本投资法
保本投资法是股票投资中避免血本耗尽的一种操作方法。
这里所说的“保本”，并不是保投资者用于购买股票的总金额，而是保投资总额中不容许被亏损的那部分。
采用此法最重要的不在于买进的时机选择，而在于做出卖出的决策，因此，获利卖出点和停止损失点的制订是关键。
获利卖出点，即为投资者获得一定数额投资利润时毅然卖出的那一点。这个时候的卖出，并不是将所有持股一口气统统卖光，而是卖出其所欲保本的那一部分。例 如，某投资者心目中的“本”定为总投资额的50％，那么，他的获利卖出点，即为所持股票市值总值达到其最初投资额的50％时。在此一时点，该投资者可以卖 出所有股票的1／3，先保其“本”。
进行了此次保本操作后，所持股票的市价总值与其最初的投资总额仍然相同。此后，投资者可以再制订 其欲保的第二次“本”。仍以上述投资者为例，如果该投资者在进行了第一次保“本”之后，将其余所持股的“本”改为20%，即表示剩下的持股，再涨20％就 可再卖掉1／6，又将此部分的“本”保了下来，然后，再制订其所剩下的持股的“本”。以此类推，这样，随着行情的不断上升，其持股的数量必然不断减少。不 过，持股的市价总值却一直不变，始终等于最初的投资总金额。需要指出的是，获利卖出点的制订，是针对行情上涨所采取的一种方法。
至于行情下跌时，可以制订停止损失点来防范过分亏损。止损点的确定是行情下跌到只剩下投资者心目中的“本”时，给予卖出以保住其最起码的“本”的位置。简单地说，就是在行情下跌到一定程度时，全身而退以免蒙受过分亏损。
2011年3月26日星期六
狙击牛熊：股王秘笈之追涨十法
第 一 节 长 阳 重 炮
在低位温和放量之后出现了一根带量长阳（或涨停），同时成交量为上叉阳量托，马上直扑追涨。
第 二 节 吞 并 反 转
第一个交易日长阴（或跌停），第二个交易日涨停，包容第一个交易日长阴，可以在第二个交易日涨停的刹那追涨买进。
第 三 节 攻 击 迫 线
第一个交易日涨停板，第二个交易日先上后下，收长上影（7％以上）十字线（阴阳均可），成交量放大，往往第三个交易日会用长阳吃掉第二个交易日上影线。投资者可以在第二个交易日形态确立后追涨买进，必有厚报。
第 四 节 牛 熊 不 败
个股依托底部形态（V型、W型、圆弧底），向上冲击大均线，即年线，若涨停突破，直接在涨停板追涨买入，牛熊不败，是必胜的K线形态。
第 五 节 三 外 有 三
一轮中级以上行情，通常会有连续三个涨停板的个股，成为龙头，投资者可在第三个涨停附近追涨买入，后势还有15％以上升幅，是短线高手必胜的招数。
第 六 节 喜 鹊 闹 梅
是指在涨停板前导下连续三日收出小阴或小阳强势整理形态，好似树上三只喜鹊闹梅，喻示冬天的过去春天的来临，在形态确认之后买进，后市会快速上涨。
第 七 节 切 割 线
指在平台整理的末端,股价先向下猛的一沉，并有击破10日均线的动作，之后用中阳穿越平台，投资者可以直接追涨。
第 八 节 故 地 重 游
个股经过一轮上涨之后，随大盘逐波调整至前期起涨点，如涨停向上突破，投资者可直接追涨，这叫故地重游。
第 九 节 开 闸 放 水
市场经过一轮下跌后，会切换出新的热点和领涨个股、龙头，通常龙头个股第一个涨停板会开闸放水，是短线高手追涨买入的最好时机。
第 十 节 进 二 退 一
在低位出现一根涨停阳线之后，第二根阳线涨幅超过6%，第三天回调时在昨日均价附近追进，再根据成交量级别决定持股时间。
在低位温和放量之后出现了一根带量长阳（或涨停），同时成交量为上叉阳量托，马上直扑追涨。
第 二 节 吞 并 反 转
第一个交易日长阴（或跌停），第二个交易日涨停，包容第一个交易日长阴，可以在第二个交易日涨停的刹那追涨买进。
第 三 节 攻 击 迫 线
第一个交易日涨停板，第二个交易日先上后下，收长上影（7％以上）十字线（阴阳均可），成交量放大，往往第三个交易日会用长阳吃掉第二个交易日上影线。投资者可以在第二个交易日形态确立后追涨买进，必有厚报。
第 四 节 牛 熊 不 败
个股依托底部形态（V型、W型、圆弧底），向上冲击大均线，即年线，若涨停突破，直接在涨停板追涨买入，牛熊不败，是必胜的K线形态。
第 五 节 三 外 有 三
一轮中级以上行情，通常会有连续三个涨停板的个股，成为龙头，投资者可在第三个涨停附近追涨买入，后势还有15％以上升幅，是短线高手必胜的招数。
第 六 节 喜 鹊 闹 梅
是指在涨停板前导下连续三日收出小阴或小阳强势整理形态，好似树上三只喜鹊闹梅，喻示冬天的过去春天的来临，在形态确认之后买进，后市会快速上涨。
第 七 节 切 割 线
指在平台整理的末端,股价先向下猛的一沉，并有击破10日均线的动作，之后用中阳穿越平台，投资者可以直接追涨。
第 八 节 故 地 重 游
个股经过一轮上涨之后，随大盘逐波调整至前期起涨点，如涨停向上突破，投资者可直接追涨，这叫故地重游。
第 九 节 开 闸 放 水
市场经过一轮下跌后，会切换出新的热点和领涨个股、龙头，通常龙头个股第一个涨停板会开闸放水，是短线高手追涨买入的最好时机。
第 十 节 进 二 退 一
在低位出现一根涨停阳线之后，第二根阳线涨幅超过6%，第三天回调时在昨日均价附近追进，再根据成交量级别决定持股时间。
买了自己都不懂的投资产品，正犯了理财大忌!!!!!
我现在有钱叻!!!但要如何投资??? 好啦,买股票??,好啦,买基金??还是买地产啦!!,听着理财专家也这样说，许多人马上就掏钱购买了。类似的故事，每天都在发生，买了自己都不懂的投资产品，正犯了理财大忌，因为天下没有白吃的午餐，在理财专家口沫横飞之际，若能懂得报酬和风险并存的话，就能拒绝诱惑。 释义：消费者物价指数(Consumer Price Index)，英文缩写为CPI，是反映与居民生活有关的商品及劳务价格统计出来的物价变动指标，通常作为观察通货膨胀水平的重要指标。
在每一个人身边，都会有一个扫地的老太太。很偶然地，当她经过一个人的身边，打量一下你，会低声提醒你说：物价又上涨了。
QUESTION：如何跑赢CPI?
出于资产保值目的持有黄金的投资者，无须对黄金走势作出太多预测。黄金被看作是在不确定环境中的有效保值工具。当糟糕的情况出现时，例如物价飞涨，汇 率大幅波动，黄金可以起到保护投资组合的作用。而当经济复苏到来，不确定性解除，黄金价格也自然会回落，但此时组合中的股票配置也会抵消黄金下跌带来的收 益下降。投资者配置一定比例的黄金可以避免经济复苏过程中的“意外”，但黄金不应该在组合中占主导位置，因为黄金并非无风险资产，也曾大幅下滑超过 50%。
房产，按理说它是最适宜长期持有的，可惜目前它已经成为最危险的一种资产了。在“长期持有”前先问明白自己几个问题：长期持有的前提是什么?多长时间算长期?什么时点开始持有?还有一点很重要，持有什么东西。如此看来C答案是时下最理性的选择。
在每一个人身边，都会有一个扫地的老太太。很偶然地，当她经过一个人的身边，打量一下你，会低声提醒你说：物价又上涨了。
QUESTION：如何跑赢CPI?
A.CPI 将继续保持高位运行，把钱存在银行里等于亏钱，为了跑赢CPI，必须买入股票、房产等各种资产。
B。黄金是天然货币，是最好的保值工具，无论CPI涨到多少，买入黄金肯定不亏。
C.CPI 高涨是因为货币发行过多，为控制通货膨胀必须要紧缩货币，资产价格必然回落。为跑赢CPI而盲目买入任何资产都是危险的，所以要采取偏保守的投资策略，并紧缩式生存。因为下半年CPI很可能回落，但这取决于政府决策和国际市场变化。
D。应对物价上涨最好的办法就是提前消费和囤积商品。
参考答案：
D答案的确反映了时下许多家庭的选择。各类食品的大幅涨价，多数工薪族的薪资水平却没有那么容易跟随上涨。面对这种购买力下降、财富被动缩水的情况，囤积现货是最朴素的抗通胀方式，随之也诞生了一个时髦词汇“海囤族”。
当然不是人人都有条件储备大量的食品、日用品，而且从保存难易度来讲，大量储备此类物品也不现实。还有没有什么简单有效的对策来化解物价上涨呢?答案自然是肯定的，那就是将积蓄进行合理投资，让投资收益率跑赢CPI。
一般说来，通货膨胀风险越大，黄金投资就会越热。当前国内投资黄金的途径有很多种，除了传统的实物黄金投资外，还有纸黄金，黄金期货，黄金延期交易，黄金挂钩理财产品等。出于资产保值目的持有黄金的投资者，无须对黄金走势作出太多预测。黄金被看作是在不确定环境中的有效保值工具。当糟糕的情况出现时，例如物价飞涨，汇 率大幅波动，黄金可以起到保护投资组合的作用。而当经济复苏到来，不确定性解除，黄金价格也自然会回落，但此时组合中的股票配置也会抵消黄金下跌带来的收 益下降。投资者配置一定比例的黄金可以避免经济复苏过程中的“意外”，但黄金不应该在组合中占主导位置，因为黄金并非无风险资产，也曾大幅下滑超过 50%。
房产，按理说它是最适宜长期持有的，可惜目前它已经成为最危险的一种资产了。在“长期持有”前先问明白自己几个问题：长期持有的前提是什么?多长时间算长期?什么时点开始持有?还有一点很重要，持有什么东西。如此看来C答案是时下最理性的选择。
经济新闻 march 26
1.就收购Mid Valley City Gardens公司计划而言，科技资产（KAssets，6653，主板产业股）和怡保花园（IGB，1597，主板产业股）已签署一项有条件买卖协议。
科技资产向大马交易所报备，将以2亿1571万令吉的代价向怡保花园收购Mid Valley City Gardens公司，并在今日签署有关买卖协议。
科技资产表示，这项收购计划将通过内部和/或贷款融资。
目前，科技资产拥有谷中城购物广场（Mid Valley Megamall），而收购对象地点与该广场毗连。
同时，这项收购将能提高该公司的零售资产可出租范围。
今年2月14日，双方就此买卖交易签署暂定协议。
2.2011财年上半年业绩表现亮丽，加上建筑与产业发展业务预计下半年进一步走强，分析员将金务大（Gamuda，5398，主板建筑股）2011至2013财年净利上修8%至9%。
马银行投资银行分析员表示，金务大上半年的业绩表现超越预期，总值1亿8300万令吉净利，占全年3亿5500万令吉净利预测的51%。
因此，他将该公司2011至2013财年的净利调高8%至9%。
他说：“次季的建筑赚幅增加，是因为低赚幅的中东工程即将完成，以及双线铁路和越南安楚公园（Yenso Park）基建设施相关赚幅扬升。”
再创新产业销售
“随着相关工程持续进展至更成熟的阶段，这涨势预计延续至未来数个季度。”
产业业务方面，分析员预计金务大继上半年从本地计划取得6亿令吉销售额之后，现财年会再创新产业销售记录。
他称：“该公司的2011财年内部销售额目标，仍维持在10亿令吉，但这目标很可能会调高。”
截至今年1月底，该公司的未入账产业销售额达8亿4000万令吉。
越南产业反应佳
同时，该公司在越南胡志明市的Celadon城镇，在非正式推介时获良好市场反应；分析员预计，截至上周末，这产业已取得大约1600万美元（约4843万2000令吉）订购额。
“Celadon城镇2011财年的总销售额目标是3亿令吉，这计划将在4月正式推介，而安楚公园则会在7月份推介。”
纳入展延因素 双线铁路带动
联昌国际投资研究分析员也有同感，他说：“建筑业务的赚幅将会复苏，而赚幅具增长潜的越南产业则支撑产业业务的赚幅。这些原因巩固了我们未来3年的强劲盈利增长预测。”
财测上修
他将建筑业务2011至2012财年的税前盈利赚幅预测调高5%至9%，并解释道：“这是因为双线铁路计划赚幅预计走强，即使将展延因素加入考量之后，税前盈利赚幅仍会从目前的6%至7%，增加到大约12%，直至工程的尾声。”
因此，他也将金务大2011至2012财年的每股盈利预测上修8%至10%。
捷运计划催化股价
马兴业金融研究分析员则估计，金务大2011财年的盈利会按年增长19%，但相信在随着更多工程启动，该公司的盈利增幅拥有非常有潜能超越预测。
他称：“在赚幅方面，我们预计2011财年的税前盈利赚幅是19.1%，2012财年为17%。”
本月开始预审
此外，马兴业金融研究分析员认为，捷运（MRT）计划会是金务大股票走势的催化剂。
他指出，如果一切如期进行和成功取得有关当局的批准，双溪毛糯-加影捷运路线计划将在今年7月启动。
“资格预审程序会在本月开始进行，工程合约则可能在今年第四季以‘瑞士挑战’（Swiss Challenge）方式公开竞标。”
大马研究分析员则表示，以下与捷运相关的进展可带动金务大的走势：
（一）整体捷运计划的工程范围更大（原有规模预计是360亿令吉）。
（二）整体捷运系统网络完成（预计在2011年5月）后，隧道合约可能以单一工程配套来授权。
3.侨丰产业（OSKProp，6661，主板产业股）以8650万令吉，向Setia Haruman私人有限公司收购16英亩永久地契商业用地。
上述地段位于赛城旗舰区，将用来综合发展，包括单间至家庭式公寓、工作套房、办公套房以及零售商场。发展总值为12亿令吉。
科技资产向大马交易所报备，将以2亿1571万令吉的代价向怡保花园收购Mid Valley City Gardens公司，并在今日签署有关买卖协议。
科技资产表示，这项收购计划将通过内部和/或贷款融资。
目前，科技资产拥有谷中城购物广场（Mid Valley Megamall），而收购对象地点与该广场毗连。
同时，这项收购将能提高该公司的零售资产可出租范围。
今年2月14日，双方就此买卖交易签署暂定协议。
2.2011财年上半年业绩表现亮丽，加上建筑与产业发展业务预计下半年进一步走强，分析员将金务大（Gamuda，5398，主板建筑股）2011至2013财年净利上修8%至9%。
马银行投资银行分析员表示，金务大上半年的业绩表现超越预期，总值1亿8300万令吉净利，占全年3亿5500万令吉净利预测的51%。
因此，他将该公司2011至2013财年的净利调高8%至9%。
他说：“次季的建筑赚幅增加，是因为低赚幅的中东工程即将完成，以及双线铁路和越南安楚公园（Yenso Park）基建设施相关赚幅扬升。”
再创新产业销售
“随着相关工程持续进展至更成熟的阶段，这涨势预计延续至未来数个季度。”
产业业务方面，分析员预计金务大继上半年从本地计划取得6亿令吉销售额之后，现财年会再创新产业销售记录。
他称：“该公司的2011财年内部销售额目标，仍维持在10亿令吉，但这目标很可能会调高。”
截至今年1月底，该公司的未入账产业销售额达8亿4000万令吉。
越南产业反应佳
同时，该公司在越南胡志明市的Celadon城镇，在非正式推介时获良好市场反应；分析员预计，截至上周末，这产业已取得大约1600万美元（约4843万2000令吉）订购额。
“Celadon城镇2011财年的总销售额目标是3亿令吉，这计划将在4月正式推介，而安楚公园则会在7月份推介。”
纳入展延因素 双线铁路带动
联昌国际投资研究分析员也有同感，他说：“建筑业务的赚幅将会复苏，而赚幅具增长潜的越南产业则支撑产业业务的赚幅。这些原因巩固了我们未来3年的强劲盈利增长预测。”
财测上修
他将建筑业务2011至2012财年的税前盈利赚幅预测调高5%至9%，并解释道：“这是因为双线铁路计划赚幅预计走强，即使将展延因素加入考量之后，税前盈利赚幅仍会从目前的6%至7%，增加到大约12%，直至工程的尾声。”
因此，他也将金务大2011至2012财年的每股盈利预测上修8%至10%。
捷运计划催化股价
马兴业金融研究分析员则估计，金务大2011财年的盈利会按年增长19%，但相信在随着更多工程启动，该公司的盈利增幅拥有非常有潜能超越预测。
他称：“在赚幅方面，我们预计2011财年的税前盈利赚幅是19.1%，2012财年为17%。”
本月开始预审
此外，马兴业金融研究分析员认为，捷运（MRT）计划会是金务大股票走势的催化剂。
他指出，如果一切如期进行和成功取得有关当局的批准，双溪毛糯-加影捷运路线计划将在今年7月启动。
“资格预审程序会在本月开始进行，工程合约则可能在今年第四季以‘瑞士挑战’（Swiss Challenge）方式公开竞标。”
大马研究分析员则表示，以下与捷运相关的进展可带动金务大的走势：
（一）整体捷运计划的工程范围更大（原有规模预计是360亿令吉）。
（二）整体捷运系统网络完成（预计在2011年5月）后，隧道合约可能以单一工程配套来授权。
3.侨丰产业（OSKProp，6661，主板产业股）以8650万令吉，向Setia Haruman私人有限公司收购16英亩永久地契商业用地。
上述地段位于赛城旗舰区，将用来综合发展，包括单间至家庭式公寓、工作套房、办公套房以及零售商场。发展总值为12亿令吉。
2011年3月24日星期四
经济新闻 march 24
1.目标价：RM1.06
最新进展
实康（Salcon，8567，主板贸服 股）独资子公司——实康常州（香港），分别与常州市天宁区雕庄街道办事处及常州东南工业废水处理厂，签署30年特许经营协议和成交价为6000万人民币 （约2770万令吉）的资产转让协议，以便收购、提升、操作及维护东南工业废水处理厂。
实康常州（香港）需要通过内部融资（54%）和银行借贷（46%）来筹集以上资金。
盘点分析
我们相信对于拥有1亿4520万令吉现金的实康来说，以上融资难度不高。
该收购计划预计在90天内完成，实康管理层认为对2011财年净利没有显著影响。
基于所需投资和融资架构、80%产能使用率和10%投资回酬，该收购计划对于我们2012财年净利预测，将有120万令吉或3.8%的影响，由于影响极小，因此我们维持2011和2013财年的财测不变。
2. 目标价：RM4.00
最新进展
鉴于原棕油（CPO）和棕榈仁（PK）价格比预期中还高，陈顺风（TSH，9059，主板种植股）2010财年取得8510万令吉的盈利，分别比我们与同行的预测高出11.5%和21%。
在原棕油价格走高和印尼种植地成熟的推动下，其全年种植盈利却增长28.5%至1亿2280万令吉。
盘点分析
在印尼加里曼丹拥有将近7万3000公顷种植地的陈顺风，同时与大马棕油局（MPOB）共同合作进行无性繁殖（Wakuba Ramet）油棕树苗的计划，其棕油产量料将取得双倍增长。
基于上述种种理由，我们对该股的增长前景持正面态度。
我们预计，陈顺风2011财年的盈利将取得28%的增长，其净利料增至1亿1000万令吉的水平，每股净利则为26.6仙。
属于小型种植股的陈顺风，其盈利增长前景看涨和股价被低估的情况下，我们重申“买入”的评级，目标价则调整至4令吉的水平。
最新进展
实康（Salcon，8567，主板贸服 股）独资子公司——实康常州（香港），分别与常州市天宁区雕庄街道办事处及常州东南工业废水处理厂，签署30年特许经营协议和成交价为6000万人民币 （约2770万令吉）的资产转让协议，以便收购、提升、操作及维护东南工业废水处理厂。
实康常州（香港）需要通过内部融资（54%）和银行借贷（46%）来筹集以上资金。
盘点分析
我们相信对于拥有1亿4520万令吉现金的实康来说，以上融资难度不高。
该收购计划预计在90天内完成，实康管理层认为对2011财年净利没有显著影响。
基于所需投资和融资架构、80%产能使用率和10%投资回酬，该收购计划对于我们2012财年净利预测，将有120万令吉或3.8%的影响，由于影响极小，因此我们维持2011和2013财年的财测不变。
2. 目标价：RM4.00
最新进展
鉴于原棕油（CPO）和棕榈仁（PK）价格比预期中还高，陈顺风（TSH，9059，主板种植股）2010财年取得8510万令吉的盈利，分别比我们与同行的预测高出11.5%和21%。
在原棕油价格走高和印尼种植地成熟的推动下，其全年种植盈利却增长28.5%至1亿2280万令吉。
盘点分析
在印尼加里曼丹拥有将近7万3000公顷种植地的陈顺风，同时与大马棕油局（MPOB）共同合作进行无性繁殖（Wakuba Ramet）油棕树苗的计划，其棕油产量料将取得双倍增长。
基于上述种种理由，我们对该股的增长前景持正面态度。
我们预计，陈顺风2011财年的盈利将取得28%的增长，其净利料增至1亿1000万令吉的水平，每股净利则为26.6仙。
属于小型种植股的陈顺风，其盈利增长前景看涨和股价被低估的情况下，我们重申“买入”的评级，目标价则调整至4令吉的水平。
2011年3月23日星期三
Oil above $105 as traders eye Middle East upheaval!!!
Oil prices inched above $105 a barrel Wednesday as violent uprisings in the Middle East kept traders nervous about possible crude supply disruptions.
By early afternoon in Europe, benchmark crude for May delivery was up 38 cents to $105.35 a barrel in electronic trading on the New York Mercantile Exchange. The contract rose $1.88 to settle at $104.97 on Tuesday.
The April contract, which expired Tuesday, climbed $1.67 to end at $104.
In London, Brent crude was down 15 cents at $115.55 a barrel on the ICE futures exchange.
Oil has jumped 24 percent since Feb. 14 as violent protests rock the Middle East and North Africa.
In Yemen, an important transfer point for global oil supplies, parliament on Wednesday enacted emergency laws giving embattled President Ali Abdullah Saleh new powers of arrest, detention and censorship after he warned that the country could slide into a civil war as the opposition rejected his offer to step down by the end of the year.
Violent protests also had spread in southern Syria, where as many as six people were killed by security forces in the southern city of Daraa.
In Libya, fighting between rebels and government forces has halted most of the country's 1.6 million barrels a day of crude production. Investors expect that an international military intervention launched to halt Libya's leader crackdown will likely prolong the shutdown of oil output from the OPEC nation.
"Oil production in Libya is likely to have fallen to a quarter of its normal level ... and exports have virtually come to a halt, taking over 1 million barrels of high-quality crude oil a day off the market," said analysts at Commerzbank in Frankfurt. "Given the damage to infrastructure, estimates imply that Libyan oil production could be affected for over a year. In the case of a longer civil war or acts of sabotage, this period could be much longer."
By early afternoon in Europe, benchmark crude for May delivery was up 38 cents to $105.35 a barrel in electronic trading on the New York Mercantile Exchange. The contract rose $1.88 to settle at $104.97 on Tuesday.
The April contract, which expired Tuesday, climbed $1.67 to end at $104.
In London, Brent crude was down 15 cents at $115.55 a barrel on the ICE futures exchange.
Oil has jumped 24 percent since Feb. 14 as violent protests rock the Middle East and North Africa.
In Yemen, an important transfer point for global oil supplies, parliament on Wednesday enacted emergency laws giving embattled President Ali Abdullah Saleh new powers of arrest, detention and censorship after he warned that the country could slide into a civil war as the opposition rejected his offer to step down by the end of the year.
Violent protests also had spread in southern Syria, where as many as six people were killed by security forces in the southern city of Daraa.
In Libya, fighting between rebels and government forces has halted most of the country's 1.6 million barrels a day of crude production. Investors expect that an international military intervention launched to halt Libya's leader crackdown will likely prolong the shutdown of oil output from the OPEC nation.
"Oil production in Libya is likely to have fallen to a quarter of its normal level ... and exports have virtually come to a halt, taking over 1 million barrels of high-quality crude oil a day off the market," said analysts at Commerzbank in Frankfurt. "Given the damage to infrastructure, estimates imply that Libyan oil production could be affected for over a year. In the case of a longer civil war or acts of sabotage, this period could be much longer."
警惕欧洲债务危机：全球经济的新“震源”
《华盛顿邮报》专栏作家罗伯特·萨缪尔森表示，当世人沉浸在日本大地震的哀恸中时，一场新的经济危机正在欧洲大陆暗潮涌动，如果该危机发酵，将比日本地震对全球经济的影响更为可怕。
作出上述论断主要出于对经济规模的比较，欧洲经济规模占全球经济的20%，而日本不过6%。相比之下，欧债危机看上去更为严重，只要这一问题无法解决，对“全球经济危机”的讨论便无法停止。就在上周，欧盟领导人在密集接洽后决定扩大援助基 金，基金数额由最初的2500亿欧元直升至5000亿欧元。但是通过向负债国放贷以防止其政府债券违约的初衷或许并不能实现，而债券违约的后果将是灾难性 的。
还有一个问题更加糟糕，援助基金的出资国本身也都负债累累。根据经合组织(OECD)的报告，2010年，援助国意大利的债务占 GDP的比例达到131%，超过了援助对象西班牙72%的债务比例。法国和德国的这一比例同样居高不下，分别达到92%和80%。实际上，利用援助基金纡 困欧洲就是欠债者向欠债者借钱。
作出上述论断主要出于对经济规模的比较，欧洲经济规模占全球经济的20%，而日本不过6%。相比之下，欧债危机看上去更为严重，只要这一问题无法解决，对“全球经济危机”的讨论便无法停止。就在上周，欧盟领导人在密集接洽后决定扩大援助基 金，基金数额由最初的2500亿欧元直升至5000亿欧元。但是通过向负债国放贷以防止其政府债券违约的初衷或许并不能实现，而债券违约的后果将是灾难性 的。
还有一个问题更加糟糕，援助基金的出资国本身也都负债累累。根据经合组织(OECD)的报告，2010年，援助国意大利的债务占 GDP的比例达到131%，超过了援助对象西班牙72%的债务比例。法国和德国的这一比例同样居高不下，分别达到92%和80%。实际上，利用援助基金纡 困欧洲就是欠债者向欠债者借钱。
2011年3月22日星期二
MAH SING GROUP BHD (8583) and the warrant can buy tomorrow!!!!
Mah Sing Group Bhd, the Malaysian developer that spent the most on land acquisitions in 2010, said it may pay more than RM1 billion (US$330 million) for new sites this year as the fastest growth in a decade spurs sales.
The developer is seeking to buy land with potential sales valued at RM7 billion to RM12 billion, managing director Leong Hoy Kum said in an interview in Kuala Lumpur yesterday. The properties, which will also include commercial buildings, will be developed in the next five to seven years.
Mah Sing is boosting acquisitions as home prices climbed 6.2 per cent to a record in the third quarter, according to government data. Mah Sing spent RM756 million buying 285 acres of land last year, more than double its 2009 investments and beating Malaysian rivals as it bet on increasing property demand with government efforts to boost economic growth.
“We have a war-chest of RM777 million to spend, land banking is part of our aggressive expansion strategy,” Leong said. “The economic outlook remains bright and consumers are more willing to buy big-ticket items like properties.”
From my analysis MAH SING and mahsing-cb can buy!!!
target price for mah sing=RM2.8 , mahsing-cb=RM0.38
from this graft we can know that,the volume started to increase and Mah Sing Group will rise again to hit RM2.80!!!
The developer is seeking to buy land with potential sales valued at RM7 billion to RM12 billion, managing director Leong Hoy Kum said in an interview in Kuala Lumpur yesterday. The properties, which will also include commercial buildings, will be developed in the next five to seven years.
Mah Sing is boosting acquisitions as home prices climbed 6.2 per cent to a record in the third quarter, according to government data. Mah Sing spent RM756 million buying 285 acres of land last year, more than double its 2009 investments and beating Malaysian rivals as it bet on increasing property demand with government efforts to boost economic growth.
“We have a war-chest of RM777 million to spend, land banking is part of our aggressive expansion strategy,” Leong said. “The economic outlook remains bright and consumers are more willing to buy big-ticket items like properties.”
From my analysis MAH SING and mahsing-cb can buy!!!
target price for mah sing=RM2.8 , mahsing-cb=RM0.38
from this graft we can know that,the volume started to increase and Mah Sing Group will rise again to hit RM2.80!!!
经济新闻 march 22
1.McLean科技获准上市
McLean科技已获大马交易所批准，于今年内在大马交易所创业板上市。
McLean科技成立于2003年，该公司主要业务活动是提供内部“清洁房”设施。
其主要客户大多数是硬盘驱动器（HDD）的供应商以及制造商，客户主要分布在新加坡、中国及马来西亚。
该公司执行主席姚福发说：“McLean科技主要为硬盘驱动器及半导体领域提供清洗服务。我们主要提供塑胶注射模型的服务如硬盘驱动器、媒体卡带、托盘、汽车、电子和发电行业。”
采用先进器材
“我们提供高水准的产品和服务，科学实验室内部原料都是采用最先进的器材，与拥有专业人才和知识为硬盘驱动器进行效率测试 。”
另外，McLean科技同时也在新加坡运作。
他表示，由于新加坡是硬盘媒体制作中心和拥有全球生产网络，这使该公司拥有战略上的优势。
2.马来西亚马来商会（DPMM）有意向柔佛机构（Johor Corporation）收购居林（Kulim，2003，主板种植股）的53%股权，以确保后者股权持续由土著掌控。
DPMM会长赛阿里阿拉塔斯表示，透过柔佛马来商会，以及土著企业的支持下，DPMM已准备好收购居林股权，以挽救土著商业资产，即面对36亿令吉债务的柔佛机构。
他今日在一项媒体发布会上说：“如果柔佛机构被逼脱售，我们已准备好收购居林。”
“不过，如果有其他土著企业欲收购这股权，DPMM愿意退出。”
日前有媒体报道指出，为了减少沉重的债务负担，柔佛机构有意脱售所有资产，包括居林。
然而，柔佛机构总裁兼总执行长莫哈末哈林哈欣回应，该机构与脱售居林的消息纯属谣言。
柔佛机构共持有居林的53%股权，从而也持有QSR品牌（QSR，9415，主板贸服股）的57.5%股权和肯德基（KFC，3492，主板贸服股）的50.6%股权。
上述消息是继吉隆坡马来商会会长拿督赛阿敏较早前宣布有意收购国内所有收费大道后，另一项与马来商会相关的收购献议。
赛阿敏之前是透过Asas Serba私人有限公司，献议以500亿令吉收购国内全部收费大道，惟最终因竞争激烈而退出这收购活动。
3.）艾力斯（Iris，0010，创业板）今日宣布，终止与WRP亚太私人有限公司的联营协议。
双方于去年6月2日签署协议，成立联营公司，联营目的是为WRP亚太私人有限公司的厂房供应所需的电力、蒸汽、热水及冷水。
在小型可更新能源发电计划（Small Renewable Energy Power Programme，简称SREP）合约下，为国能供应电能。
艾力斯董事会表示，由于WRP和联营公司无法达成协议租借土地给联营公司，以及还没终结购电合约（PPA），所以双方同意终止联营协议。
上述联营协议的终止，预计将不会影响公司和集团2010财年的营业额，净资产和资本与负债比率。
McLean科技已获大马交易所批准，于今年内在大马交易所创业板上市。
McLean科技成立于2003年，该公司主要业务活动是提供内部“清洁房”设施。
其主要客户大多数是硬盘驱动器（HDD）的供应商以及制造商，客户主要分布在新加坡、中国及马来西亚。
该公司执行主席姚福发说：“McLean科技主要为硬盘驱动器及半导体领域提供清洗服务。我们主要提供塑胶注射模型的服务如硬盘驱动器、媒体卡带、托盘、汽车、电子和发电行业。”
采用先进器材
“我们提供高水准的产品和服务，科学实验室内部原料都是采用最先进的器材，与拥有专业人才和知识为硬盘驱动器进行效率测试 。”
另外，McLean科技同时也在新加坡运作。
他表示，由于新加坡是硬盘媒体制作中心和拥有全球生产网络，这使该公司拥有战略上的优势。
2.马来西亚马来商会（DPMM）有意向柔佛机构（Johor Corporation）收购居林（Kulim，2003，主板种植股）的53%股权，以确保后者股权持续由土著掌控。
DPMM会长赛阿里阿拉塔斯表示，透过柔佛马来商会，以及土著企业的支持下，DPMM已准备好收购居林股权，以挽救土著商业资产，即面对36亿令吉债务的柔佛机构。
他今日在一项媒体发布会上说：“如果柔佛机构被逼脱售，我们已准备好收购居林。”
“不过，如果有其他土著企业欲收购这股权，DPMM愿意退出。”
日前有媒体报道指出，为了减少沉重的债务负担，柔佛机构有意脱售所有资产，包括居林。
然而，柔佛机构总裁兼总执行长莫哈末哈林哈欣回应，该机构与脱售居林的消息纯属谣言。
柔佛机构共持有居林的53%股权，从而也持有QSR品牌（QSR，9415，主板贸服股）的57.5%股权和肯德基（KFC，3492，主板贸服股）的50.6%股权。
上述消息是继吉隆坡马来商会会长拿督赛阿敏较早前宣布有意收购国内所有收费大道后，另一项与马来商会相关的收购献议。
赛阿敏之前是透过Asas Serba私人有限公司，献议以500亿令吉收购国内全部收费大道，惟最终因竞争激烈而退出这收购活动。
3.）艾力斯（Iris，0010，创业板）今日宣布，终止与WRP亚太私人有限公司的联营协议。
双方于去年6月2日签署协议，成立联营公司，联营目的是为WRP亚太私人有限公司的厂房供应所需的电力、蒸汽、热水及冷水。
在小型可更新能源发电计划（Small Renewable Energy Power Programme，简称SREP）合约下，为国能供应电能。
艾力斯董事会表示，由于WRP和联营公司无法达成协议租借土地给联营公司，以及还没终结购电合约（PPA），所以双方同意终止联营协议。
上述联营协议的终止，预计将不会影响公司和集团2010财年的营业额，净资产和资本与负债比率。
2011年3月21日星期一
Which is the most potential STOCK for the next!!!! MEGB (5166)??
Many investor are curious ,why the MEGB keep dropping even the net profit increased.
-can we invest in MEGB?
-when is the right time for us to invest in MEGB?
-will the share drop below rm1.60?
YA!!! we can invest in MEGB and gain a higher profit!!
Stock data
Market cap (RMm): 762.4
Issued shares (m): 409.9
52-week range: RM1.77 – RM4.30
3-mth avg daily volume: 2414344 shs
Bloomberg code: MASEG MK
YTD price chg since listing: -46.85%
YTD KLCI chg: -0.51%
Est. free float: 41%
Major shareholders:
Masterskill Holding Ltd 38.49%
Datuk Sri Edmund Santhara 25.22%
FMR LLC 5.68%
MEGB’s FY10 results came in broadly inline with expectations at RM102m
net profit. The number of active students was also within our estimates at
18,399 students. Overall, the management guidance has been quite accurate
and well managed. We see MEGB to record a jump of 24% of earnings
contributed in FY11 mainly driven by its 2 new campuses, which are located
at Kuching, Sarawak and Setia Alam, Johor. The Kuching Campus which is
now waiting for the government’s approval to roll out the Diploma In Nursing
course in a few months time.
--technical analysis show us the good time to invest!!
-can we invest in MEGB?
-when is the right time for us to invest in MEGB?
-will the share drop below rm1.60?
YA!!! we can invest in MEGB and gain a higher profit!!
Stock data
Market cap (RMm): 762.4
Issued shares (m): 409.9
52-week range: RM1.77 – RM4.30
3-mth avg daily volume: 2414344 shs
Bloomberg code: MASEG MK
YTD price chg since listing: -46.85%
YTD KLCI chg: -0.51%
Est. free float: 41%
Major shareholders:
Masterskill Holding Ltd 38.49%
Datuk Sri Edmund Santhara 25.22%
FMR LLC 5.68%
MEGB’s FY10 results came in broadly inline with expectations at RM102m
net profit. The number of active students was also within our estimates at
18,399 students. Overall, the management guidance has been quite accurate
and well managed. We see MEGB to record a jump of 24% of earnings
contributed in FY11 mainly driven by its 2 new campuses, which are located
at Kuching, Sarawak and Setia Alam, Johor. The Kuching Campus which is
now waiting for the government’s approval to roll out the Diploma In Nursing
course in a few months time.
--technical analysis show us the good time to invest!!
From this chart, you can see the signal that i show!! which mean this week is a golden time for us to invest!!!
Buy in RM1.80....TP-RM2.60
2011年3月20日星期日
砂州議會21日解散‧料4月9提名‧17日投票, WHICK STOCK WILL RISE!!!
BUY NAIM!!! TP RM4.80
纳音控股（Naim，5073，主板产业股）将斥资3亿令吉，在古晋峇都岭当的一个地段发展一项大型的综合型发展计划。
纳音控股董事经理拿督哈斯米哈斯南表示，上述发展计划的面积超过13.597公顷，预计在20年内完成。
这项发展计划将包含一座4层购屋广场（包含地下停车场、办公室大楼和酒店大楼）、一座36层办公大楼（包含地下和高架停车场的、展示厅和18层公寓），以及一座27层的高级公寓。
他说：“我们也将建设一个主题水上乐园、一个天台花园，以及加入一些绿色元素，以打造一个环保，并且能让当地人受惠的发展计划。”
据悉，纳音控股透过与砂拉越回教堂福利信托局（简称回教堂福利局）和砂拉越Baitulmal基金联营发展此项计划。
三方在本月21日已配合此项合作签署一项了解备忘录。
哈斯米补充，该联营计划内，回教堂福利局和Baitulmal基金各持股15%，其余70%又纳音控股持有。
他预计这计划将雇用超过2000名员工，但未透露这工程何时启动。(from nanyang)
>>05/01/2011 3.50 5.10 +1.60 (45.71%) BUY OSK
>>17/12/2010 3.46 5.45 +1.99 (57.51%) BUY TA
according from my technical analysis and fundamental analysis,this stock can buy now!!
纳音控股（Naim，5073，主板产业股）将斥资3亿令吉，在古晋峇都岭当的一个地段发展一项大型的综合型发展计划。
纳音控股董事经理拿督哈斯米哈斯南表示，上述发展计划的面积超过13.597公顷，预计在20年内完成。
这项发展计划将包含一座4层购屋广场（包含地下停车场、办公室大楼和酒店大楼）、一座36层办公大楼（包含地下和高架停车场的、展示厅和18层公寓），以及一座27层的高级公寓。
他说：“我们也将建设一个主题水上乐园、一个天台花园，以及加入一些绿色元素，以打造一个环保，并且能让当地人受惠的发展计划。”
据悉，纳音控股透过与砂拉越回教堂福利信托局（简称回教堂福利局）和砂拉越Baitulmal基金联营发展此项计划。
三方在本月21日已配合此项合作签署一项了解备忘录。
哈斯米补充，该联营计划内，回教堂福利局和Baitulmal基金各持股15%，其余70%又纳音控股持有。
他预计这计划将雇用超过2000名员工，但未透露这工程何时启动。(from nanyang)
>>05/01/2011 3.50 5.10 +1.60 (45.71%) BUY OSK
>>17/12/2010 3.46 5.45 +1.99 (57.51%) BUY TA
according from my technical analysis and fundamental analysis,this stock can buy now!!
2011年3月18日星期五
经济新闻 march 18
1.由我国超级富豪郭鹤年家族控制的香港上市产业集团嘉里建设（Kerry Properties），2010年表现出色，盈利劲扬59%。
嘉里建设今天向香港证交所报备，这主要是香港公寓销售上升带动，加上嘉里建设扣除产业价值重估和递延税项的盈利，从一年前的21.4亿港元，上升至34.1亿港元（约13.36亿令吉）。
嘉里建设的业绩高于《彭博社》之前向13位分析员调查所得的32亿港元预估均值。
该集团营业额也从前一年的129亿港元，飙升至212亿港元。
房价涨逾65%
香港经济复苏、接近低的按揭利率以及中国买家的涌入下，推高香港房价自2009年初以来上涨超过65%。
嘉里建设从包括香港缙城峰、缙庭山、以及杭州Parkside Residence等产业项目的公寓销售中获利。
嘉里建设主席郭孔丞在文告中称，香港仍是最具吸引力的地产投资市场之一。
嘉里建设2010年8月份斥资12.9亿港元在政府土地拍卖中购得香港九龙塘一幅7万7469平方尺的地段，每平方尺1万6587港元的价格，为九龙半岛之最。
2.Cypark资源（Cypark，5184，主板贸服股）今日正式推介位于汝莱巴音的综合再生能源公园，并将投资9429万令吉，建造再生能源厂。
上述计划属于经济转型执行方案（ETP）的一部分，Cypark资源也将投资9429令吉，打造一座10兆瓦再生能源厂。
未来21年内，此计划预计每年创造1216万令吉的总国民收入（GNI），累积总值将达2亿5536万令吉。
股票今复牌
公司非独立非执行主席兼Cypark资源创办人丹斯里拉查理说：“Cypark资源对于能源洁净工作充满热忱，矢志打造更具持续力的环境清洁，我们能在大马设立首个再生能源公园感到荣幸。”
另外，配合企业重大宣布，Cypark资源从今日2时30分开始暂停交易，直至下午5时。
Cypark资源今天稍晚向马交所报备，将在3月18日（周五）上午9时恢复交易。
3.森那美（Sime，4197，主板贸服股）旗下森那美工程私人有限公司，正式接获阿联酋国际能源服务（EMAS）的提告书，以向前者追讨1亿7820万美元（5亿4420万令吉）。
森那美向马交所报备，这笔EMAS追讨的1亿7820万美元中，1亿2820万美元（3亿9151万令吉）为佣金，而5000万美元（1亿5269万令吉）为道德赔偿。
EMAS与森那美工程曾于2006年9月在阿拉伯联合酋长国达成独家经纪协议，根据这份协议，EMAS将为森那美工程鉴定适合的工程，以让森那美工程参与。
EMAS目前就森那美工程没有参与EMAS所鉴定的工程，而对森那美工程采取法律行动。
森那美在文告中指出，森那美工程目前正在阿联酋委任当地的律师，以为该公司辩护。
嘉里建设今天向香港证交所报备，这主要是香港公寓销售上升带动，加上嘉里建设扣除产业价值重估和递延税项的盈利，从一年前的21.4亿港元，上升至34.1亿港元（约13.36亿令吉）。
嘉里建设的业绩高于《彭博社》之前向13位分析员调查所得的32亿港元预估均值。
该集团营业额也从前一年的129亿港元，飙升至212亿港元。
房价涨逾65%
香港经济复苏、接近低的按揭利率以及中国买家的涌入下，推高香港房价自2009年初以来上涨超过65%。
嘉里建设从包括香港缙城峰、缙庭山、以及杭州Parkside Residence等产业项目的公寓销售中获利。
嘉里建设主席郭孔丞在文告中称，香港仍是最具吸引力的地产投资市场之一。
嘉里建设2010年8月份斥资12.9亿港元在政府土地拍卖中购得香港九龙塘一幅7万7469平方尺的地段，每平方尺1万6587港元的价格，为九龙半岛之最。
2.Cypark资源（Cypark，5184，主板贸服股）今日正式推介位于汝莱巴音的综合再生能源公园，并将投资9429万令吉，建造再生能源厂。
上述计划属于经济转型执行方案（ETP）的一部分，Cypark资源也将投资9429令吉，打造一座10兆瓦再生能源厂。
未来21年内，此计划预计每年创造1216万令吉的总国民收入（GNI），累积总值将达2亿5536万令吉。
股票今复牌
公司非独立非执行主席兼Cypark资源创办人丹斯里拉查理说：“Cypark资源对于能源洁净工作充满热忱，矢志打造更具持续力的环境清洁，我们能在大马设立首个再生能源公园感到荣幸。”
另外，配合企业重大宣布，Cypark资源从今日2时30分开始暂停交易，直至下午5时。
Cypark资源今天稍晚向马交所报备，将在3月18日（周五）上午9时恢复交易。
3.森那美（Sime，4197，主板贸服股）旗下森那美工程私人有限公司，正式接获阿联酋国际能源服务（EMAS）的提告书，以向前者追讨1亿7820万美元（5亿4420万令吉）。
森那美向马交所报备，这笔EMAS追讨的1亿7820万美元中，1亿2820万美元（3亿9151万令吉）为佣金，而5000万美元（1亿5269万令吉）为道德赔偿。
EMAS与森那美工程曾于2006年9月在阿拉伯联合酋长国达成独家经纪协议，根据这份协议，EMAS将为森那美工程鉴定适合的工程，以让森那美工程参与。
EMAS目前就森那美工程没有参与EMAS所鉴定的工程，而对森那美工程采取法律行动。
森那美在文告中指出，森那美工程目前正在阿联酋委任当地的律师，以为该公司辩护。
2011年3月17日星期四
核危機對大馬各領域影響
核危機對大馬各領域影響
●汽車
地震影響包括汽車零件供應受干擾與日圓節節上升，庫存有望短期內支撐供應，但核能泄漏可能引發潛在能源危機，並耽誤汽車與元件供應。
●航空
國內兩大航空公司的日本航線不多，若日本核輻射蔓延至北亞或東南亞鄰國，航空業或受沉重打擊，主要是區域與跨國飛行可能暴跌。
●建材
日本廠房關閉打擊原料需求，鋼鐵價料短期內走低，災後重健支撐下，長鋼產品價料在長期間走高。
●飲食
大馬飲食公司未在日本銷售產品，短期料因民眾擔心輻射問題，提高使用國內飲食品中獲益。不過若情況惡化，煤炭價攀升將增加能源成本，讓業者再度面臨賺幅壓力，消費者也可能因價格上調降低購買力。
●博彩
雲頂名勝世界的日本遊客僅佔3至5%，因此受地震衝擊不大，只是若輻射蔓延到他國，遊客量最遭可能挫高達22%，估計客流量每走疲10%，可能削減雲頂大馬（GENM, 4715, 主板貿服組）2011財政年每股盈利6%。
●油氣
日本是國家石油最大的液化天然氣市場，佔總出口逾56%。大馬油氣業者未直接涉足日本，加上災後重建或帶動天然氣需求，有望讓服務業者受惠，惟鋼鐵價高企可能影響裝配與承包商的操作。
●種植
日本地振與核能潛在爆發短期對棕油價不利，因將導致需求放慢並加劇原產品投機資金外流，大豆與玉米需求走疲也對棕油價帶來負面間接衝擊，不過，若輻射散佈他國並影響農作物生產，可能對棕油價有利，中期仍正面。
●電力
隨中期依賴其他發電廠，煤炭價或隨需求量節節走高，煤價每走高10美元可能促使國家能源（TENAGA, 5347, 主板貿服組）盈利下調18%。
●膠手套
膠價急挫對手套業者的影響舉足輕重，受惠反映在公司下半年業績上，估計乳膠價每減10%，將提手套業者2011至2012年的淨利1到15%。
●油槽船運
原油與石化的油槽船費料受日本石油化學廠房關閉打擊，惟石油產品油槽收費可能自日本入口燃油與柴油中受惠，液化天燃氣需求也可能隨日本使用更多天然以替代核能而走高。
●科技
日本核能事件對科技領域影響中和，但若核能問題擴大至中國，可能對在該國設業務的業者造成短暫負面衝擊。
●木材
日本危機或短期動搖熱帶夾板需求，日本是世界最大的熱帶夾板入口國，佔全球出口超過40%，惟未來1至2年，當日本災後重建開始，原木與熱帶夾板需求料強勁。
成本高漲‧大馬郵政未來看新大股東 , [买进] TARGET RM3.80
大馬郵政（POS, 4634, 主板貿服組）即將出台的策略性夥伴是未來表現關鍵催化劑，基於成本節節上升，下調2011與2012財政年淨利預測各17%與13%。
國庫控股脫售大馬郵政32.21%股權的競標截止日期3月15日日益逼近，大馬郵政的策略性夥伴料在未來1至2個月內出爐，僑豐研究認為，這名大股東人選持續是該公司主要催化劑。
根據市場消息，丹斯里賽莫達領導的財團最有機會。
郵政草案本用提呈國會
同時，管理層透露，預料本月在國會草讀的郵政法案，可能放寬郵政土地使用，僑豐預料在政府最大化土地潛在前提下，法案料可通過，將有助大馬郵政釋放地段價值。
與銀行合作
零售貢獻抵銷整體衝擊
僑豐預見，大馬郵政寄件量明年持續受挫，惟與銀行聯手打造的零售貢獻將抵銷整體衝擊。
“基於上調郵寄費的整體影響有望在2011財政年浮現，營業額料走高。”僑豐也預計，整體賺幅持續擴張，主要是郵寄費將抵銷2010年薪資調漲的全年衝擊。
大馬郵政第四季有4千580萬特別項目虧損，其中2千230萬令吉是零售柜台系統的一次過資本開銷虧損，餘額是持有金鵬集團（TRANMIL, 7000, 主板貿服組）股權造成的市場虧損。
現有零售系統讓該公司無法進行新業務，管理層表示會採取法律行動對付系統賣主，並尋求其他外國供應商提供新系統，成本約2千萬令吉。
僑豐認為，在新大股東未出現前，該公司應該不急於對零售業務達致任何決定。
飛機燃料加上整體雇員成本節節上升提高營運成本下，僑豐下調2011與2012財政年淨利預測17.1%與13.3%，2011至2013財政年核心淨利預測各為1億3千200萬、1億7千730萬與1億6千740萬令吉。
管理層雖未公佈2010財政年派息，一般將在4月出爐。僑豐按核心淨收入作為50%派息指南下，估計總股息為每股12仙，即週息率3.9%。
僑豐維持“買進”評級，但隨盈利下調，下修目標價，自4令吉45仙到4令吉12仙。
according to the net profit,PE and technical analysis,my the target price is RM3.80!!
國庫控股脫售大馬郵政32.21%股權的競標截止日期3月15日日益逼近，大馬郵政的策略性夥伴料在未來1至2個月內出爐，僑豐研究認為，這名大股東人選持續是該公司主要催化劑。
根據市場消息，丹斯里賽莫達領導的財團最有機會。
郵政草案本用提呈國會
同時，管理層透露，預料本月在國會草讀的郵政法案，可能放寬郵政土地使用，僑豐預料在政府最大化土地潛在前提下，法案料可通過，將有助大馬郵政釋放地段價值。
與銀行合作
零售貢獻抵銷整體衝擊
僑豐預見，大馬郵政寄件量明年持續受挫，惟與銀行聯手打造的零售貢獻將抵銷整體衝擊。
“基於上調郵寄費的整體影響有望在2011財政年浮現，營業額料走高。”僑豐也預計，整體賺幅持續擴張，主要是郵寄費將抵銷2010年薪資調漲的全年衝擊。
大馬郵政第四季有4千580萬特別項目虧損，其中2千230萬令吉是零售柜台系統的一次過資本開銷虧損，餘額是持有金鵬集團（TRANMIL, 7000, 主板貿服組）股權造成的市場虧損。
現有零售系統讓該公司無法進行新業務，管理層表示會採取法律行動對付系統賣主，並尋求其他外國供應商提供新系統，成本約2千萬令吉。
僑豐認為，在新大股東未出現前，該公司應該不急於對零售業務達致任何決定。
飛機燃料加上整體雇員成本節節上升提高營運成本下，僑豐下調2011與2012財政年淨利預測17.1%與13.3%，2011至2013財政年核心淨利預測各為1億3千200萬、1億7千730萬與1億6千740萬令吉。
管理層雖未公佈2010財政年派息，一般將在4月出爐。僑豐按核心淨收入作為50%派息指南下，估計總股息為每股12仙，即週息率3.9%。
僑豐維持“買進”評級，但隨盈利下調，下修目標價，自4令吉45仙到4令吉12仙。
according to the net profit,PE and technical analysis,my the target price is RM3.80!!
经济新闻 march 17
1.赚幅萎缩，加上营运开销的增加，永成钢铁（WZSteel，7245，主板工业产品股）截至1月31日的2011财年第三季，净利按年大幅度萎缩了98.2%。
永成钢铁本财年第三季取得8000令吉净利，相比之下，上财年同期净利为45万3000令吉。
尽管如此，永成钢铁本财年第三季营业额增长了10%，也就是从上财年同期的170万5200令吉，增至187万1900令吉。
至于首9个月表现，公司取得16万2000令吉的净利，比上财年同期的147万1000令吉萎缩了89%。
2.立艺企业（Digista，0029，创业板）向马交所报备，独资子公司获得的新合约总值达2500万令吉。
立艺企业指出，独资子公司Digistar Holding私人有限公司，从现有及新客户中获得的新合约总值已达2500万令吉。
上述合约涉足范围包括：供应及整合音响系统、保安系统、低电压系统、医院通讯系统以及广播系统。
立艺企业表示，新合约将对集团截至9月30日的2011和2012财年带来贡献。新合约将由内部和银行贷款筹集。
3.成功媒体（BjMedia，6025，主板贸服股）受广告收入增加推动，截至2011年1月31日第三季净利增加77%至275万6000令吉，去年同期为155万8000令吉。
第三季营业额也从去年同期的1411万3000令吉，升10.3%至1556万6000令吉。
另外，截至2011年1月31日首3季内，净利猛涨1393%至806万4000令吉，去年同期为54万令吉。
首三季营业额也从去年同期的3525万5000令吉，增加至4322万9000令吉，涨幅为22.6%。
4.通用化工（OCI，7049，主板工业产品股）将于3月21日（周一），上午9时于大马交易所主要交易板除牌。
通用化工向马交所报备，除牌行动是为了符合主板上市条例第16.11（2）（d）条文规定。
5.宏利人寿保险（ManuLfe，1058，主板金融股）董事部建议，截至2010年12月31日财年派发每股18仙的第一及终期股息，或总值2730万令吉。
宏利人寿保险向交易所报备告，上述建议必须在来临的股东常年大会上征求股东的批准，而股息的享有权益日期和付款日期另行通知。
永成钢铁本财年第三季取得8000令吉净利，相比之下，上财年同期净利为45万3000令吉。
尽管如此，永成钢铁本财年第三季营业额增长了10%，也就是从上财年同期的170万5200令吉，增至187万1900令吉。
至于首9个月表现，公司取得16万2000令吉的净利，比上财年同期的147万1000令吉萎缩了89%。
2.立艺企业（Digista，0029，创业板）向马交所报备，独资子公司获得的新合约总值达2500万令吉。
立艺企业指出，独资子公司Digistar Holding私人有限公司，从现有及新客户中获得的新合约总值已达2500万令吉。
上述合约涉足范围包括：供应及整合音响系统、保安系统、低电压系统、医院通讯系统以及广播系统。
立艺企业表示，新合约将对集团截至9月30日的2011和2012财年带来贡献。新合约将由内部和银行贷款筹集。
3.成功媒体（BjMedia，6025，主板贸服股）受广告收入增加推动，截至2011年1月31日第三季净利增加77%至275万6000令吉，去年同期为155万8000令吉。
第三季营业额也从去年同期的1411万3000令吉，升10.3%至1556万6000令吉。
另外，截至2011年1月31日首3季内，净利猛涨1393%至806万4000令吉，去年同期为54万令吉。
首三季营业额也从去年同期的3525万5000令吉，增加至4322万9000令吉，涨幅为22.6%。
4.通用化工（OCI，7049，主板工业产品股）将于3月21日（周一），上午9时于大马交易所主要交易板除牌。
通用化工向马交所报备，除牌行动是为了符合主板上市条例第16.11（2）（d）条文规定。
5.宏利人寿保险（ManuLfe，1058，主板金融股）董事部建议，截至2010年12月31日财年派发每股18仙的第一及终期股息，或总值2730万令吉。
宏利人寿保险向交易所报备告，上述建议必须在来临的股东常年大会上征求股东的批准，而股息的享有权益日期和付款日期另行通知。
五种预示庄家要出货的前兆!!!!
第一、达到目标。有一个加倍取整的理论，这个方法在股市中还没有被广泛的应用，而一种理论在市场中掌握的人越少，可靠性就越大，所以，这是判断股票高点的 一个好方法。简单的说，我们准备买进一只股票，最好的方法就是把加倍和取整的方法联合起来用，当你用几种不同的方法预测的都是某一个点位的时候，那么在这 个点位上就要准备出货。当然，还可以用其它各种技术分析方法来预测。故当预测的目标位接近的时候，就是主力可能出货的时候了。
第二、 该涨不涨。在形态、技术、基本面都要上涨的情况下不涨，这就是要出货的前兆，这种例子在股市中是非常多的。形态上要求上涨，结果不涨。还有的是技术上要求 涨，但该涨不涨。还有的 是公布了预期的利好消息，基本面要求上涨，但股价不涨，也是出货的前兆;技术面决定了股票该涨而不涨，就是出货的前兆。
第三、正道消息增多。正道的消息增多，就是报刊上电视台、广播电台里的消息多了，这时候就是要准备出货。上涨的过程中，报纸上一般见不到多少消息，但是如果正道的宣传开始增加，说明庄家萌生退意，要出货。
第四、传言增多。一只股票你正在作着，突然这个朋友给你传来某某消息，那个朋友也给你说个某某消息，又一个朋友又给你说某某消息，这就是主力出货的前兆。为什么以前没有消息呢?
第五、放量不涨。不管在什么情况下，只要是放量不涨，就基本确认是处理出货。
如果有了这些征兆，一旦出现了股价跌破关键价格的时候，不管成交量是不是放大，就都应该考虑出货。因为对很多庄家来说，出货的早期是不需要成交量的。
第二、 该涨不涨。在形态、技术、基本面都要上涨的情况下不涨，这就是要出货的前兆，这种例子在股市中是非常多的。形态上要求上涨，结果不涨。还有的是技术上要求 涨，但该涨不涨。还有的 是公布了预期的利好消息，基本面要求上涨，但股价不涨，也是出货的前兆;技术面决定了股票该涨而不涨，就是出货的前兆。
第三、正道消息增多。正道的消息增多，就是报刊上电视台、广播电台里的消息多了，这时候就是要准备出货。上涨的过程中，报纸上一般见不到多少消息，但是如果正道的宣传开始增加，说明庄家萌生退意，要出货。
第四、传言增多。一只股票你正在作着，突然这个朋友给你传来某某消息，那个朋友也给你说个某某消息，又一个朋友又给你说某某消息，这就是主力出货的前兆。为什么以前没有消息呢?
第五、放量不涨。不管在什么情况下，只要是放量不涨，就基本确认是处理出货。
如果有了这些征兆，一旦出现了股价跌破关键价格的时候，不管成交量是不是放大，就都应该考虑出货。因为对很多庄家来说，出货的早期是不需要成交量的。
2011年3月16日星期三
李嘉诚给个人理财的忠告
1.我17岁就开始做做批发的推销员，就更加体会到挣钱的不容易、生活的艰辛了。人家做8个小时，我就做16个小时。
2.我们的社会中没有大学文凭、白手起家而终成大业的人不计其数，其中的优秀企业家群体更是引人注目。他们通过自己的活动为社会作贡献，社 会也回报他们以崇高荣誉和巨额财富。
3、精明的商家可以将商业意识渗透到生活的每一件事中去，甚至是一 举手一投足。充满商业细胞的商人，赚钱可以是无处不在、无时不在。
4.我凡事必有充分的准备然后才去 做。一向以来，做生意处理事情都是如此。例如天文台说天气很好，但我常常问我自己，如5分钟后宣布有台风，我会怎样，在香港做生意，亦要保持这种心理准 备。
5.精明的商人只有嗅觉敏锐才能将商业情报作用发挥到极致，那种感觉迟钝、闭门自锁的公司老板常常 会无所作为。
6.我从不间断读新科技、新知识的书籍，不至因为不了解新讯息而和时代潮流脱 节。
7.即使本来有一百的力量足以成事，但我要储足二百的力量去攻，而不是随便去赌一 赌。
8.扩张中不忘谨慎，谨慎中不忘扩张。……我讲求的是在稳健与进取中取得平衡。船要行得快，但面对 风浪一定要捱得住。
9.好的时候不要看得太好，坏的时候不要看得太坏。最重要的是要有远见，杀鸡取卵的 方式是短视的行为。
10.不必再有丝毫犹豫，竞争既搏命，更是斗智斗勇。倘若连这点勇气都没有，谈何在 商场立脚，超越置地？
11.对人诚恳，做事负责，多结善缘，自然多得人的帮助。淡泊明志，随遇而安，不 作非分之想，心境安泰，必少许多失意之苦。
12.在逆境的时候，你要问自己是否有足够的条件。当我自己 逆境的时候，我认为我够！因为我勤奋、节俭、有毅力，我肯求知及肯建立一个信誉。
13.做生意一定要同打球一样，若第一杆打得不好的话，在打第二杆时，心更要保持镇定及有计划，这并不是表示这个会输。就好比是做生意一样，有高有 低，身处逆境时，你先要镇定考虑如何应付。
14.我表面谦虚，其实很骄傲，别人天天保持现状，而自己老 想着一直爬上去，所以当我做生意时，就警惕自己，若我继续有这个骄傲的心，迟早有一天是会碰壁的。
15.当生意更上一层楼的时候，绝不可有贪心，更不能贪得无厌。
16.任何一种行业，如有一窝蜂的趋 势，过度发展，就会造成摧残。
17.随时留意身边有无生意可做，才会抓住时机把握升浪起点。着手越快越 好。遇到不寻常的事发生时立即想到赚钱，这是生意人应该具备的素质。
18.人才缺乏，要建国图强，亦徒 成虚愿。反之，资源匮乏的国家，若人才鼎盛，善于开源节流，则自可克服各种困难，而使国势蒸蒸日上。从历史上看，资源贫乏之国不一定衰弱，可为明 证。
19.假如今日，如果没有那么多人替我办事，我就算有三头六臂，也没有办法应付那么多的事情，所以 成就事业最关键的是要有人能够帮助你，乐意跟你工作，这就是我的哲学。
20.你们不要老提我，我算什么 超人，是大家同心协力的结果。我身边有300员虎将，其中100人是外国人，200人是年富力强的香港人。
21.长江取名基于长江不择细流的道理，因为你要有这样豁达的胸襟，然后你才可以容纳细流？？没有小的支流，又怎能成长 江？
22.在我心目中，不理你是什么样的肤色，不理你是什么样的国籍，只要你对公司有贡献，忠诚、肯做 事、有归属感，即有长期的打算，我就会帮他慢慢地经过一个时期而成为核心分子，这是我公司一向的政策。
23.一个总司令，是一个集团军的统帅，拿起机关枪总不会胜过机关枪手，走到炮兵队操作大炮也不如炮兵。但作为集团军的总司令不要管这些，只要懂得运用战 略便可以，所以整个组织十分重要。
24.人才取之不尽，用之不竭。你对人好，人家对你好是自然的，世界 上任何人都可以成为你的核心人物。
25.知人善任，大多数人都会有部分的长处，部分的短处，各尽所能， 各得所需，以量才而用为原则。
26.可以毫不夸张地说，一个大企业就像一个大家庭，每一个员工都是家庭 的一分子。就凭他们对整个家庭的巨大贡献，他们也实在应该取其所得，只有反过来说，是员工养活了整个公司，公司应该多谢他们都 对。
27.不为五斗米折腰的人，在哪里都有。你千万别伤害别人的尊严，尊严是非常脆弱的，经不起任何的 伤害。
28.在我的企业内，人员的流失及跳槽率很低，并且从没出现过工潮。最主要的是员工有归属感，万 众一心。
29.有钱大家赚，利润大家分享，这样才有人愿意合作。假如拿10%的股份是公正的，拿11% 也可以，但是如果只拿9%的股份，就会财源滚滚来。
30.我老是在说一句话，亲人并不一定就是亲信。一 个人你要跟他相处，日子久了，你觉得他的思路跟你一样是正面的，那你就应该可以信任他；你交给他的每一项重要工作，他都会做，这个人就可以做你的亲 信。
31.人要去求生意就比较难，生意跑来找你，你就容易做，那如何才能让生意来找你？那就要靠朋友。 如何结交朋友？那就要善待他人，充分考虑到对方的利益。
32.有金钱之外的思想，保留一点自己值得自傲 的地方，人生活得更加有意义。
33.以往我是百分之九十九是教孩子做的道理，现在有时会与他们谈生 意……但约三分之一谈生意，三分之二教他们做人的道理。因为世情才是大学问。
34.坏人固然要防备，但 坏人毕竟是少数，人不能因噎废食，不能为了防备极少数坏人连朋友也拒之门外。更重要的是，为了防备坏人的猜疑，算计别人，必然会使自己成为孤家寡人，，既 没有了朋友，也失去了事业上的合作者，最终只能落个失败的下场。
35.那些私下忠告我们，指出我们错误 的人，才是真正的朋友。
36.商业合作必须有三大前提：一是双方必须有可以合作的利益，二是必须有可以 合作的意愿，三是双方必须有共享共荣的打算。此三者缺一不可。
37.不义而富且贵，于我如浮动。是我的 钱，一块钱掉在地上我都会去捡。不是我的，一千万块钱送到我家门口我都不会要。我赚的钱每一毛钱都可以公开，就是说，不是不明白赚来的 钱。
38.我觉得，顾及对方的利益是最重要的，不能把目光仅仅局限在自己的利上，两者是相辅相成的，自 己舍得让利，让对方得利，最终还是会给自己带来较大的利益。占小便宜的不会有朋友，这是我小的时候我母亲就告诉给我的道理，经商也是这 样。
39.一个人一旦失信于人一次，别人下次再也不愿意和他交往或发生贸易往来了。别人宁愿去找信用可 靠的人，也不愿意再找他，因为他的不守信用可能会生出许多麻烦来。
40.如果取得别人的信任，你就必须 做出承诺，一经承诺之后，便要负责到底，即使中途有困难，也要坚守诺言。
2.我们的社会中没有大学文凭、白手起家而终成大业的人不计其数，其中的优秀企业家群体更是引人注目。他们通过自己的活动为社会作贡献，社 会也回报他们以崇高荣誉和巨额财富。
3、精明的商家可以将商业意识渗透到生活的每一件事中去，甚至是一 举手一投足。充满商业细胞的商人，赚钱可以是无处不在、无时不在。
4.我凡事必有充分的准备然后才去 做。一向以来，做生意处理事情都是如此。例如天文台说天气很好，但我常常问我自己，如5分钟后宣布有台风，我会怎样，在香港做生意，亦要保持这种心理准 备。
5.精明的商人只有嗅觉敏锐才能将商业情报作用发挥到极致，那种感觉迟钝、闭门自锁的公司老板常常 会无所作为。
6.我从不间断读新科技、新知识的书籍，不至因为不了解新讯息而和时代潮流脱 节。
7.即使本来有一百的力量足以成事，但我要储足二百的力量去攻，而不是随便去赌一 赌。
8.扩张中不忘谨慎，谨慎中不忘扩张。……我讲求的是在稳健与进取中取得平衡。船要行得快，但面对 风浪一定要捱得住。
9.好的时候不要看得太好，坏的时候不要看得太坏。最重要的是要有远见，杀鸡取卵的 方式是短视的行为。
10.不必再有丝毫犹豫，竞争既搏命，更是斗智斗勇。倘若连这点勇气都没有，谈何在 商场立脚，超越置地？
11.对人诚恳，做事负责，多结善缘，自然多得人的帮助。淡泊明志，随遇而安，不 作非分之想，心境安泰，必少许多失意之苦。
12.在逆境的时候，你要问自己是否有足够的条件。当我自己 逆境的时候，我认为我够！因为我勤奋、节俭、有毅力，我肯求知及肯建立一个信誉。
13.做生意一定要同打球一样，若第一杆打得不好的话，在打第二杆时，心更要保持镇定及有计划，这并不是表示这个会输。就好比是做生意一样，有高有 低，身处逆境时，你先要镇定考虑如何应付。
14.我表面谦虚，其实很骄傲，别人天天保持现状，而自己老 想着一直爬上去，所以当我做生意时，就警惕自己，若我继续有这个骄傲的心，迟早有一天是会碰壁的。
15.当生意更上一层楼的时候，绝不可有贪心，更不能贪得无厌。
16.任何一种行业，如有一窝蜂的趋 势，过度发展，就会造成摧残。
17.随时留意身边有无生意可做，才会抓住时机把握升浪起点。着手越快越 好。遇到不寻常的事发生时立即想到赚钱，这是生意人应该具备的素质。
18.人才缺乏，要建国图强，亦徒 成虚愿。反之，资源匮乏的国家，若人才鼎盛，善于开源节流，则自可克服各种困难，而使国势蒸蒸日上。从历史上看，资源贫乏之国不一定衰弱，可为明 证。
19.假如今日，如果没有那么多人替我办事，我就算有三头六臂，也没有办法应付那么多的事情，所以 成就事业最关键的是要有人能够帮助你，乐意跟你工作，这就是我的哲学。
20.你们不要老提我，我算什么 超人，是大家同心协力的结果。我身边有300员虎将，其中100人是外国人，200人是年富力强的香港人。
21.长江取名基于长江不择细流的道理，因为你要有这样豁达的胸襟，然后你才可以容纳细流？？没有小的支流，又怎能成长 江？
22.在我心目中，不理你是什么样的肤色，不理你是什么样的国籍，只要你对公司有贡献，忠诚、肯做 事、有归属感，即有长期的打算，我就会帮他慢慢地经过一个时期而成为核心分子，这是我公司一向的政策。
23.一个总司令，是一个集团军的统帅，拿起机关枪总不会胜过机关枪手，走到炮兵队操作大炮也不如炮兵。但作为集团军的总司令不要管这些，只要懂得运用战 略便可以，所以整个组织十分重要。
24.人才取之不尽，用之不竭。你对人好，人家对你好是自然的，世界 上任何人都可以成为你的核心人物。
25.知人善任，大多数人都会有部分的长处，部分的短处，各尽所能， 各得所需，以量才而用为原则。
26.可以毫不夸张地说，一个大企业就像一个大家庭，每一个员工都是家庭 的一分子。就凭他们对整个家庭的巨大贡献，他们也实在应该取其所得，只有反过来说，是员工养活了整个公司，公司应该多谢他们都 对。
27.不为五斗米折腰的人，在哪里都有。你千万别伤害别人的尊严，尊严是非常脆弱的，经不起任何的 伤害。
28.在我的企业内，人员的流失及跳槽率很低，并且从没出现过工潮。最主要的是员工有归属感，万 众一心。
29.有钱大家赚，利润大家分享，这样才有人愿意合作。假如拿10%的股份是公正的，拿11% 也可以，但是如果只拿9%的股份，就会财源滚滚来。
30.我老是在说一句话，亲人并不一定就是亲信。一 个人你要跟他相处，日子久了，你觉得他的思路跟你一样是正面的，那你就应该可以信任他；你交给他的每一项重要工作，他都会做，这个人就可以做你的亲 信。
31.人要去求生意就比较难，生意跑来找你，你就容易做，那如何才能让生意来找你？那就要靠朋友。 如何结交朋友？那就要善待他人，充分考虑到对方的利益。
32.有金钱之外的思想，保留一点自己值得自傲 的地方，人生活得更加有意义。
33.以往我是百分之九十九是教孩子做的道理，现在有时会与他们谈生 意……但约三分之一谈生意，三分之二教他们做人的道理。因为世情才是大学问。
34.坏人固然要防备，但 坏人毕竟是少数，人不能因噎废食，不能为了防备极少数坏人连朋友也拒之门外。更重要的是，为了防备坏人的猜疑，算计别人，必然会使自己成为孤家寡人，，既 没有了朋友，也失去了事业上的合作者，最终只能落个失败的下场。
35.那些私下忠告我们，指出我们错误 的人，才是真正的朋友。
36.商业合作必须有三大前提：一是双方必须有可以合作的利益，二是必须有可以 合作的意愿，三是双方必须有共享共荣的打算。此三者缺一不可。
37.不义而富且贵，于我如浮动。是我的 钱，一块钱掉在地上我都会去捡。不是我的，一千万块钱送到我家门口我都不会要。我赚的钱每一毛钱都可以公开，就是说，不是不明白赚来的 钱。
38.我觉得，顾及对方的利益是最重要的，不能把目光仅仅局限在自己的利上，两者是相辅相成的，自 己舍得让利，让对方得利，最终还是会给自己带来较大的利益。占小便宜的不会有朋友，这是我小的时候我母亲就告诉给我的道理，经商也是这 样。
39.一个人一旦失信于人一次，别人下次再也不愿意和他交往或发生贸易往来了。别人宁愿去找信用可 靠的人，也不愿意再找他，因为他的不守信用可能会生出许多麻烦来。
40.如果取得别人的信任，你就必须 做出承诺，一经承诺之后，便要负责到底，即使中途有困难，也要坚守诺言。
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