02 December 2009
+2
bmwlover
mystock
6 posters
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Re: 02 December 2009
zero holding..
just back from my lunch
just back from my lunch
mystock- Member
- Posts : 1021 Credits : 1063 Reputation : 20
Join date : 2009-11-09
Re: 02 December 2009
mystock wrote:zero holding..
just back from my lunch
wa lau eh..then what are u waiting for..? go in any counter then hold lo...if no time to monitor..better than empty hand ma
Guest- Guest
Re: 02 December 2009
過去9季流失834億‧漲勢僅靠內力獨撐‧外資為何不愛馬股?
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(吉隆坡)馬股這一輪為期8.5個月的牛市缺乏外資的參與,黃氏唯高達研究認為,除非全球市場動蕩再起,才會讓抗跌性質的馬股再度成為追捧焦點,否則以在偏高本益比與緩慢成長展望利空下,大馬投資市場持續面臨乏“外”問津尷尬。
黃氏唯高達解釋,雖然馬股從今年3月中836點谷底反彈至今,累積漲幅已高達51%,創下18個月新高,惟在過去8個月半,外國持股權持續滑落,馬股一直缺乏外資的“人緣”,也導致馬股的漲勢落後區域股市。
44%漲勢跑輸區域
馬股目前表現比較去年1月中創下的1524點高峰低了17%,而今年迄今的44%漲勢中,靠的是“內力”而非“外力”,這導致比較印尼的78%漲勢、台灣的65%漲勢、中國的64%上漲、菲律賓的63%揚升、新加坡的55%上漲、泰國的53%升幅和香港的52%升勢,馬股表現相對遜色,只比韓國的38%稍好。
外資持股21%5年新低今年首9個月,外資在馬股參與交易價值僅有25%低水平。從2007年第3季開始,包括股票與企業證券的外資淨組合投資持續流出,過去9季已蒸發834億令吉,不僅讓外資持股寫下21%的5年新低,也讓馬股持續跑輸區域,無法真正從全球游資充裕中受惠。
馬股外國持股權從去年42%跌至今年首9個月25%,顯示外資對大馬投資市場意興闌珊。另外,大馬6家持有執照的外國證券行參與度也不斷在減少,目前僅有3家列入本地首15家證券行名次,今年首10個月市佔率跌至11%,比較去年有5家打入首15名行類,市佔率為22%。
在今年9月杪,外資持有權在馬股市值的佔有比是20.8%,是5年新低,種種跡象顯示,外資看淡馬股,主要兩大原因是估值高和前景欠佳。
外圍若動盪
外資轉向抗跌市場
由於馬股本益比與歷史標準比較不誘人,例如明年本益比已達到15倍偏高水平,盈利成長料17%偏低水平,加上馬股規模小,市場交投速度僅有39%,幾乎是區域最低,市值2870億美元,只高於菲律賓、泰國和印尼,導致外國基金經理偏向區域,選擇忽略大馬市場。
不過,分析員認為,外資還是有可能重新聚焦馬股,一旦市場再度陷入動盪不明朗格局,尤其市場出現風險轉移,料可讓外資逐步轉向抗跌市場,馬股的抗跌和低貝他或可從中獲益。
上週出爐的數據反映外資賣盤已經出清,今年第3季股票與企業證券的淨組合投資外流減至45億令吉,寫下去年首季來最小外流數額,顯示外資信心潰散局面降低,大馬投資市場可望止血。
同時,由於馬幣升值展望樂觀,除了兌美元可望走高外,由於區域市場例如印尼、台灣與新加坡等可能進行資本管制來抑制貨幣升值,屆時馬幣兌一藍子區域貨幣也會走高,料將可間接刺激外資回籠。
外資心水股評比
黃氏唯高達認為,雖然馬股估值依然不引人注目,惟仍有不少優質股項值得注意,包括銀行的聯昌集團(CIMB,1023,主板金融組)、建築的怡保工程(IJM,3336,主板建筑組)和能源的國家能源(TENAGA,5347,主板貿服組),因為近期全球股市波動,投資或“買進”有關股項作為“抗跌”首選。
聯昌集團和怡保工程是被低估的股項,他們曾是外資最愛,但現在外資的持股偏低,以聯昌為例,外資持股最高峰時為54%,目前只有33%。
馬資源(MRCB,1651,主板建筑組)和實達(SPSETIA,8664,主板產業組)也值得推薦,主要是擁有強穩基本面與偏低外資持股,加上股價被低估,目前值得追捧。
另外,一旦外資重新湧入,黃氏唯高達看好金務大(GAMUDA,5398,主板建筑組)、豐隆銀行(HLBANK,5819,主板金融組)、雲頂(GENTING,3182,主板貿服組)、雲頂大馬(GENM,4715,主板貿服組)、普騰(PROTON,5304,主板消費品組)、大眾銀行(PBBANK,1295,主板金融組)與興業資本(RHBCAP,1066,主板金融組),因此也推薦“買進”。
- 大馬財經
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外國持股權持續滑落,馬股一直缺乏外資的“人緣”,也導致馬股的漲勢落後區域股市。 - [You must be registered and logged in to see this image.]
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(吉隆坡)馬股這一輪為期8.5個月的牛市缺乏外資的參與,黃氏唯高達研究認為,除非全球市場動蕩再起,才會讓抗跌性質的馬股再度成為追捧焦點,否則以在偏高本益比與緩慢成長展望利空下,大馬投資市場持續面臨乏“外”問津尷尬。
黃氏唯高達解釋,雖然馬股從今年3月中836點谷底反彈至今,累積漲幅已高達51%,創下18個月新高,惟在過去8個月半,外國持股權持續滑落,馬股一直缺乏外資的“人緣”,也導致馬股的漲勢落後區域股市。
44%漲勢跑輸區域
馬股目前表現比較去年1月中創下的1524點高峰低了17%,而今年迄今的44%漲勢中,靠的是“內力”而非“外力”,這導致比較印尼的78%漲勢、台灣的65%漲勢、中國的64%上漲、菲律賓的63%揚升、新加坡的55%上漲、泰國的53%升幅和香港的52%升勢,馬股表現相對遜色,只比韓國的38%稍好。
外資持股21%5年新低今年首9個月,外資在馬股參與交易價值僅有25%低水平。從2007年第3季開始,包括股票與企業證券的外資淨組合投資持續流出,過去9季已蒸發834億令吉,不僅讓外資持股寫下21%的5年新低,也讓馬股持續跑輸區域,無法真正從全球游資充裕中受惠。
馬股外國持股權從去年42%跌至今年首9個月25%,顯示外資對大馬投資市場意興闌珊。另外,大馬6家持有執照的外國證券行參與度也不斷在減少,目前僅有3家列入本地首15家證券行名次,今年首10個月市佔率跌至11%,比較去年有5家打入首15名行類,市佔率為22%。
在今年9月杪,外資持有權在馬股市值的佔有比是20.8%,是5年新低,種種跡象顯示,外資看淡馬股,主要兩大原因是估值高和前景欠佳。
外圍若動盪
外資轉向抗跌市場
由於馬股本益比與歷史標準比較不誘人,例如明年本益比已達到15倍偏高水平,盈利成長料17%偏低水平,加上馬股規模小,市場交投速度僅有39%,幾乎是區域最低,市值2870億美元,只高於菲律賓、泰國和印尼,導致外國基金經理偏向區域,選擇忽略大馬市場。
不過,分析員認為,外資還是有可能重新聚焦馬股,一旦市場再度陷入動盪不明朗格局,尤其市場出現風險轉移,料可讓外資逐步轉向抗跌市場,馬股的抗跌和低貝他或可從中獲益。
上週出爐的數據反映外資賣盤已經出清,今年第3季股票與企業證券的淨組合投資外流減至45億令吉,寫下去年首季來最小外流數額,顯示外資信心潰散局面降低,大馬投資市場可望止血。
同時,由於馬幣升值展望樂觀,除了兌美元可望走高外,由於區域市場例如印尼、台灣與新加坡等可能進行資本管制來抑制貨幣升值,屆時馬幣兌一藍子區域貨幣也會走高,料將可間接刺激外資回籠。
外資心水股評比
黃氏唯高達認為,雖然馬股估值依然不引人注目,惟仍有不少優質股項值得注意,包括銀行的聯昌集團(CIMB,1023,主板金融組)、建築的怡保工程(IJM,3336,主板建筑組)和能源的國家能源(TENAGA,5347,主板貿服組),因為近期全球股市波動,投資或“買進”有關股項作為“抗跌”首選。
聯昌集團和怡保工程是被低估的股項,他們曾是外資最愛,但現在外資的持股偏低,以聯昌為例,外資持股最高峰時為54%,目前只有33%。
馬資源(MRCB,1651,主板建筑組)和實達(SPSETIA,8664,主板產業組)也值得推薦,主要是擁有強穩基本面與偏低外資持股,加上股價被低估,目前值得追捧。
另外,一旦外資重新湧入,黃氏唯高達看好金務大(GAMUDA,5398,主板建筑組)、豐隆銀行(HLBANK,5819,主板金融組)、雲頂(GENTING,3182,主板貿服組)、雲頂大馬(GENM,4715,主板貿服組)、普騰(PROTON,5304,主板消費品組)、大眾銀行(PBBANK,1295,主板金融組)與興業資本(RHBCAP,1066,主板金融組),因此也推薦“買進”。
Guest- Guest
Re: 02 December 2009
if genting adternoon can re attack1 7.01 7.02 meaning most likelt genting will resume uptrend in near future...else i also no idea1
Guest- Guest
Re: 02 December 2009
bursa should be ok..for those holding bursa cl...best can hold 1 2 days..for those that short of cash then can consider sell lo. different people having different style and criteria though
Guest- Guest
Re: 02 December 2009
bursa cl need more time to play such as few hours to 1 2 days...totally not like ammb cc or maybank cj
Guest- Guest
Re: 02 December 2009
maximent wrote:wake up already huh bmw?
Yup..........got timing alarm clock inside my brain...........hahahaha no need set alarm.......
C7 go for 1.29............haiz........
bmwlover- Member
- Posts : 798 Credits : 823 Reputation : 11
Join date : 2009-11-12
Re: 02 December 2009
maximent wrote:bursa cl need more time to play such as few hours to 1 2 days...totally not like ammb cc or maybank cj
Yup........agree...........
bmwlover- Member
- Posts : 798 Credits : 823 Reputation : 11
Join date : 2009-11-12
Re: 02 December 2009
ah rain..since u still have plenty of funds....consider attack1 maybank kao kao at 1.12 if mother touch lightly at 6.93..guess maybank will repeat yesterday history..closing at another high or at least at peak price this morning....mystock can also consider go in le
Guest- Guest
Re: 02 December 2009
bmwlover wrote:maximent wrote:wake up already huh bmw?
Yup..........got timing alarm clock inside my brain...........hahahaha no need set alarm.......
C7 go for 1.29............haiz........
damn bmw so cute haha1
Guest- Guest
Re: 02 December 2009
maybank cj is fast1 money counter...but i have not enough funds..only will make it bigger around this mid december. money use for huge purchase of goods sigh1
Guest- Guest
Re: 02 December 2009
PBBANK-CJ | MYR 0.800 | MYR 10.900 | 24/09/2010 | MYR 7.500 | -1.83 | 3.406 | 4:01 | ||||||||
SIME-CG | MYR 0.355 | MYR 9.000 | 18/06/2010 | MYR 5.350 | -1.11 | 2.535 | 10:01 | ||||||||
SIME-CF | MYR 1.000 | MYR 9.000 | 9/6/2010 | MYR 5.000 | 0 | 2.25 | 4:01 | ||||||||
KLK-CH | MYR 0.305 | MYR 15.440 | 29/07/2010 | MYR 9.350 | 0.06 | 2.531 | 20:01 | ||||||||
GENTING-CO | MYR 0.340 | MYR 6.890 | 19/02/2010 | MYR 3.500 | 0.15 | 2.026 | 10:01 | ||||||||
PBBANK-CK | MYR 0.270 | MYR 10.900 | 7/4/2010 | MYR 8.800 | 0.55 | 5.046 | 8:01 | ||||||||
BURSA-CL | MYR 0.620 | MYR 8.050 | 9/6/2010 | MYR 5.000 | 0.62 | 2.597 | 5:01 | ||||||||
AMMB-CC | MYR 1.470 | MYR 4.900 | 9/6/2010 | MYR 2.000 | 0.82 | 1.667 | 2:01 | ||||||||
CIMB-CF | MYR 0.350 | MYR 12.880 | 19/02/2010 | MYR 6.000 | 0.93 | 1.84 | 20:01 | ||||||||
IOICORP-CJ | MYR 0.340 | MYR 5.370 | 3/6/2010 | MYR 2.800 | 1.3 | 2.034 | 7.76 :1 | ||||||||
PBBANK-CL | MYR 0.150 | MYR 10.900 | 2/9/2010 | MYR 9.890 | 1.74 | 9.083 | 8:01 | ||||||||
TENAGA-CL | MYR 0.175 | MYR 8.450 | 17/09/2010 | MYR 6.000 | 2.07 | 3.219 | 15:01 | ||||||||
AMMB-CD | MYR 0.435 | MYR 4.900 | 17/09/2010 | MYR 2.400 | 2.24 | 1.877 | 6:01 |
bmwlover- Member
- Posts : 798 Credits : 823 Reputation : 11
Join date : 2009-11-12
Re: 02 December 2009
another golden rules...when sold don look back...look for new opportunity. get cheapest brokerage rate if possible...for ah rain...i think ah rain worth to have 0.15% for rm100k contract overnight brokerage rate...0.30% below rm100k, daytrade 0.1%
Guest- Guest
Re: 02 December 2009
maximent wrote:maybank cj is fast1 money counter...but i have not enough funds..only will make it bigger around this mid december. money use for huge purchase of goods sigh1
wow.................you purchase real ak47?
if you said not enough fund........
Then i......................................... [You must be registered and logged in to see this image.]
bmwlover- Member
- Posts : 798 Credits : 823 Reputation : 11
Join date : 2009-11-12
Re: 02 December 2009
bmwlover wrote:maximent wrote:maybank cj is fast1 money counter...but i have not enough funds..only will make it bigger around this mid december. money use for huge purchase of goods sigh1
wow.................you purchase real ak47?
if you said not enough fund........
Then i......................................... [You must be registered and logged in to see this image.]
year end cost me lots of money to buy thing ready for next year operation ma sigh1
Guest- Guest
Re: 02 December 2009
maximent wrote:another golden rules...when sold don look back...look for new opportunity. get cheapest brokerage rate if possible...for ah rain...i think ah rain worth to have 0.15% for rm100k contract overnight brokerage rate...0.30% below rm100k, daytrade 0.1%
Ah rain you from where?
If from JB...........go jupiter online booth at plaza pelangi ..............whack their one mth free zero brokerage...........
bmwlover- Member
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Join date : 2009-11-12
Re: 02 December 2009
but even i have money i will not pump in more than rm200k at all time to stock trading account
Guest- Guest
Re: 02 December 2009
maximent wrote:bmwlover wrote:maximent wrote:maybank cj is fast1 money counter...but i have not enough funds..only will make it bigger around this mid december. money use for huge purchase of goods sigh1
wow.................you purchase real ak47?
if you said not enough fund........
Then i......................................... [You must be registered and logged in to see this image.]
year end cost me lots of money to buy thing ready for next year operation ma sigh1
You open factory ka?
bmwlover- Member
- Posts : 798 Credits : 823 Reputation : 11
Join date : 2009-11-12
Re: 02 December 2009
I should go for C7...............not pbb-ck.........
haiz...............
haiz...............
bmwlover- Member
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Join date : 2009-11-12
Re: 02 December 2009
maybank cj premium slowly reducing...is a good sign too..short term not good for player but long term we may end up buying close to zero premium stock like sime cf and ammb cc
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