25 to 29 june 2012 market direction

英特太平洋證券研究主管馮廷秀：櫥窗粉飾活動料延續


本週是6月份的最後一週，預計市場將持續上演櫥窗粉飾活動；若無意外，馬股本週可再刷新歷史新高紀錄，突破早前創下的1609點高位。




外圍局勢稍微緩和下來，未來兩週馬股料趨向穩定水平，主要由藍籌股帶動，而二三線股方面，則以下跌股為多，超越上升股。

目前市場正緊密監督歐元區的最新發展，如歐元區財政部展開的會談備受關注，因此暫時將採取觀望態度。同時，德國能否啟動穩定機制，如期釋放紓困金，也成為市場焦點之一。

從技術層面而言，本週富時綜指支持及阻力水平料分別落在1588點及1617點。

投資策略：投資對象以藍籌股為主，當中又以電訊股為優先考量，而若大市攀高，也須靠銀行股的助力。（星洲日報／財經）

儘管希臘債務危機已得到制止，但西班牙金融體系卻顯得搖搖欲墜，馬股本週恐繼續受歐洲局勢所主導。

另一邊廂，雖然美國近期出爐的經濟數據並不亮眼，但依然可維持平均2至3%的成長。一般相信，只要美國經濟成長不出現負數，仍可有效支撐著全球經濟表現。

世界經濟持續的不明朗性，導致以出口為導向的公司面臨嚴峻挑戰，預計這類股項較易面臨下調的風險。

投資策略：建議買進保守型兼基本面強勁的股項如皇帽釀酒廠（C ARLSB G，2836,主板消費品組）、以及具穩定股息收入的藍籌股，如馬電訊（TM,4863,主板貿服組）、亞通（AXIATA,6888,主板貿服組）等。（星洲日報／財經）

with refer to above analysis, i am entirely agree to it. this was what i feel on last friday.

this week market almost certain may breach all time high due to mid year windows dressing and stabilize world market(as it seems), and therefore index componet is the key driver and more specific is glc and most specific is telecommunication and finance sector such as tm axiata digi maxis and maybank and cimb and so on.

now i cant access to trading screen and therefore i cant really recall which counter chiong how much last week but i do remember tm tenaga sime has gone up quite a lot, and axiata too

my feel is the potential super chiong candidate perhaps is maybank follow by axiata. maybank hard to say may go beyond 8.80 to even rm9.00 to contribute to the index performance. but this mbb is quite tricky and never able to close at 8.75 lately. but this maybe the big fund trick pending for big movement later. again i still believe whatever not yet chiong will catch up later, big funds cant just buy tm or tenaga or sime, what about the taiko maybank. so we got to use the simple common senses. therefore next monday or so, watching mbb to strike big dragon is our job, even mbb not as what i predicted up so much, but i can safely say it will traded above 8.75 at the end of the week. this is almost certain. therefore for those that interested to reap the potential....either flat say 8.73 for whole week or have the potential to go up say 8.85 at the end of the week. therefore maybank cr is the key proxy, i advise you guy buy it 0.02, either exercise and with minor gain or perhaps reaping huge margin if assuming maybank chiong to 8.80 level which translate to 0.035 level or around 70% profits.

this already happen to msm...and i highly suspect mbb will play a very big catch up. good luck all..i am holding 7000 lots all bought 0.02 and would buy more next week

sifu felda on thursday watch the plantation ?????

phoenix777 wrote:sifu felda on thursday watch the plantation ?????

this one hard la..plantation i just want to say is no ren qi at all almost for the past one year man...look at ioi..haiz....dead stock..also gaming like genm genting or bjtoto etc...all dead...if felda listing hard to say those plantation lover pull out money from kulim or ioi etc to dump into felda. your question my feel is not chun..therefore using wysiwqyg..but for maybank almost certain....either no gain or gain big....worth to fight phoenix cai...just buy and exercise lo if this mbb flat on monday or tuesday [You must be registered and logged in to see this image.] . i think mbb chiong to over rm8.80 end of the week is almost 70% confirm. use common senses ma..all other glc and index link chiong..u think big fund will forget the taiko plus mbb meh? i will bet on mom also next week. focus my bullet 80% on mbb, either do or stuck my fund only...if mbb chiong 20 cents, hey just less than 2.5% nia. tiao i think is possible le...wath the magic la phoenix cai..trust my instinct. we all jumppppppppppppppppppppppppppppp in. don spread our heart.

maxims wrote:

phoenix777 wrote:sifu felda on thursday watch the plantation ?????

this one hard la..plantation i just want to say is no ren qi at all almost for the past one year man...look at ioi..haiz....dead stock..also gaming like genm genting or bjtoto etc...all dead...if felda listing hard to say those plantation lover pull out money from kulim or ioi etc to dump into felda. your question my feel is not chun..therefore using wysiwqyg..but for maybank almost certain....either no gain or gain big....worth to fight phoenix cai...just buy and exercise lo if this mbb flat on monday or tuesday [You must be registered and logged in to see this image.] . i think mbb chiong to over rm8.80 end of the week is almost 70% confirm. use common senses ma..all other glc and index link chiong..u think big fund will forget the taiko plus mbb meh? i will bet on mom also next week. focus my bullet 80% on mbb, either do or stuck my fund only...if mbb chiong 20 cents, hey just less than 2.5% nia. tiao i think is possible le...wath the magic la phoenix cai..trust my instinct. we all jumppppppppppppppppppppppppppppp in. don spread our heart.

throw 2-4k in side no pblm lah....the rest go whack felda wahahaha

phoenix777 wrote:throw 2-4k in side no pblm lah....the rest go whack felda wahahaha [You must be registered and logged in to see this image.]

yup..throw 2k come back maybe 2.3k or if ho say 7k, mana cari? [You must be registered and logged in to see this image.]

imagine mbb next tuesday chiong to rm9.00, which is only 27 cents from 8.73 or only 3% gain, mbb cr then worth 0.06666 man or 233% gain [You must be registered and logged in to see this image.]

my tp is very realistic guy....not like investlah.com..

maxims wrote:

phoenix777 wrote:throw 2-4k in side no pblm lah....the rest go whack felda wahahaha [You must be registered and logged in to see this image.]

yup..throw 2k come back maybe 2.3k or if ho say 7k, mana cari? [You must be registered and logged in to see this image.]

imagine mbb next tuesday chiong to rm9.00, which is only 27 cents from 8.73 or only 3% gain, mbb cr then worth 0.06666 man or 233% gain [You must be registered and logged in to see this image.]

my tp is very realistic guy....not like investlah.com..

this time my prediction looks like real, i am fcuking sure maybank berhad will go high. i like challenge

下个星期，我将大量进场马来亚银行这个股，壮士断腕，一不做二不休。要赚大钱就得破斧沉舟。

Malaysian shares set to trend higher

Share prices on Bursa Malaysia are set to be resilient and trend higher next week, riding on its status as a safe haven market during volatile times and defensive foreign funds rotation.

Affin Investment Bank, Vice President, Head of Retail Research Dr Nazri Khan said the FTSE Bursa Malaysia KLCI (FBM KLCI) is expected to strongly play catch-up over the next few weeks, outperforming its peers during volatile times as it did in late 2011, due to its 2012 year-to-date underperformance.

Based on historical precedent, Malaysian equities are expected to out perform on a relative basis during volatile time, he added.

"Still we expect ample negative drivers to remain cautious this week, including global growth fears due to disappointing global economic data, an absence of aggressive global central bank monetary stimulus, massive downgrades of global investment banks and weaker commodities.
"Despite that, we believe what the market got last week was more evidence of "international bad news which is local good news" and a reinforced global perception of Malaysia as a safe haven during volatile times," he said.

Nazri said the regional selldown had prompted investors to rotate money from high beta emerging markets to low beta emerging markets, which includes Malaysia and the Philippines.

"Given that the 1,600 level has been broken, Malaysian stocks are expected to continue performing well next week towards a new all-time high of 1,620, as more foreign investors bet on the relatively high yield stocks of Bursa Malaysia," he added.

Additionally, the local market should also get some support in the wake of the impending general election and the floatation of the local mega IPOs of Felda Global Ventures and Integrated Healthcare.

"The growing consensus among traders is that in the run-up towards the elections, there will be government support and institutional accumulation for mega IPO, which theoretically should underpin the local stock market," Nazri said.

For the week just ended, the market remained on positive territory, crossing the 1,600 points level, despite the slide on regional markets on renewed concerns over the weak global market sentiment.

The FTSE Bursa Malaysia KLCI (FBM KLCI) moved between the closing level of 1,582.73 and 1,604.39.

On a Friday-to-Friday basis, the FTSE Bursa Malaysia KLCI increased 22.1 points to 1,603.07 compared with last Friday's closing of 1,579.23.

The Finance Index added 126.7 points to 14,254.05, the plantation Index appreciated 79.2 points to 8,506.63 and the Industrial Index decreased 325.3 points to 2,823.64.

The FBM Emas Index edged up 174.1 points to 10,956.82, the FBM ACE Index advanced 108.3 points to 4,309.60 and the FBM Mid 70 Index soared 262.3 points to 12,048.06.

The weekly volume rose to 4.848 billion shares worth RM6.437 billion from last week's 3.768 billion shares valued at RM7.207 billion.

The main market turnover increased to 3.369 billion units worth RM6.229 billion compared with 2.778 billion shares valued at RM7.046 billion previously.

Volume on the ACE Market edged up to 708.342 million shares valued at RM132.955 million from the 632.319 million shares worth RM108.536 million registered last week.

Warrants increased to 708.324 million valued at RM132.955 million against last week's volume of 352.666 million units worth RM49.584 million. -- BERNAMA


Read more: Malaysian shares set to trend higher [You must be registered and logged in to see this link.]

market testing new high, all stock fly like hell.

next whole week is the most excited week in months i hope. guy make sure all wake up say 7.00 am and go and study all bb and mom man...

有杀错母放过

hard to say next week is the week the profit we gain is equivalent to next two months profit..or is the time we collect enough capital fighting for more capital in coming months [You must be registered and logged in to see this image.]

Wish all huat BIG BIG this week! :)