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发表于 14-12-2010 01:00 PM
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发表于 28-12-2010 11:11 AM
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28/12/2010购入FAJAR-WA-50,000
28/12/2010购入FAJAR-WA-50,000 价钱0.765
看好这股短期会大起。。目标1.50 |
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发表于 28-12-2010 11:21 AM
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28/12/2010购入FAJAR-WA-50,000 价钱0.765
看好这股短期会大起。。目标1.50
霸天虎 发表于 28-12-2010 11:11 AM
可以分享下原因吗?谢谢。。。 |
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发表于 28-12-2010 11:30 AM
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28/12/2010购入FAJAR-WA-50,000 价钱0.765
看好这股短期会大起。。目标1.50
霸天虎 发表于 28-12-2010 11:11 AM
谢谢分享 - 我觉得你有机会赚钱 - 唯一要注意的是为什么 PREMIUM 这么少 - PREMIUM 少有时反而不好。
Maturity October 2013
1:1 @ 0.50 |
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发表于 28-12-2010 11:40 AM
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发表于 28-12-2010 11:44 AM
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Watch for 1.34 breakout
请大家使用中文发表文章 |
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发表于 28-12-2010 11:49 AM
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fajar 加油 快要冲了
fighter00101 发表于 28-12-2010 11:40 AM
我也希望快点冲到RM2.00那么我的WA就可以到1.50了@@ |
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发表于 28-12-2010 12:42 PM
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我也希望快点冲到RM2.00那么我的WA就可以到1.50了@@
霸天虎 发表于 28-12-2010 11:49 AM
真的可以冲到这么高吗? |
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发表于 28-12-2010 01:45 PM
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为何你对fajar那么有信心呢
是收到消息还是本身研究呢?
祝你赚大钱 |
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发表于 28-12-2010 01:58 PM
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回复 6# 霸天虎
2.00 我不知道... 这是长远投资了...
短期能冲上 1.50 我就会套利了 |
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发表于 28-12-2010 05:40 PM
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KUCHING: Bursa Malaysia’s recent Market Chat 2010/11 revealed the top five sectors that investors should look at as well as top sustainable news flow-driven stocks where valuations have become rich.
POTENTIALLY BIGGEST MARKET: Photo shows the interior of First World Plaza in Genting Highlands. Genting Bhd is seen as one of the biggest players, given that the gaming sector owns a market capitalisation of RM67 billion.
Market Chat 2010/11 was held by the Exchange in collaboration with RHB Research Institute Sdn Bhd (RHB Research). Its head of RHB Research Lim Chee Sing pointed out that by riding on the volatility of the top stocks, it would provide more room for investors to accumulate fundamentally-robust stocks on weakness.
“The first year recovery in the market is always very sharp at 40 per cent to 60 per cent,” Lim said.
“Meanwhile, the second year recovery in the market which translates as the first year recovery in the economy tends to be challenging because it is still a volatile market.”
He further pointed out that by the time recovery reaches the third year, ‘stock picking’ would be the key to tactical play.
Among all the performing sectors, banks and finance sector was believed to be the best proxy to the economy and would help take the lead in lifting the market to higher grounds as loan applications had remained healthy, notwithstanding three Overnight Policy Rate (OPR) hikes thus far.
RHB Research expected consumer spending to remain resilient next year on the back of high savings and rising consumerism. In addition, fund raising activities by corporations could also pick up next year as key projects under the Tenth Malaysia Plan (10MP) and Federal land deals got implemented.
“Amidst positive Gross Domestic Product (GDP) growth and ample liquidity, capital market activities could continue to remain buoyant and this would help support non-interest income ahead,” Lim explained.
He continued to pinpoint the minimum capital level that the banks which
were required to hold
under Basel III would virtually put to rest lingering concerns that investors might have had with respect to capital adequacy. “By our calculations, the banks under our coverage should comfortably meet the minimum common equity ratio schedule. With that we
see scope for some of the banks such as Maybank, CIMB and AFG to raise dividends.”
The gaming sector owned a market capitalisation of RM67 billion. From that, Genting Bhd was seen as one of the biggest player.
The research firm believed that the casino gaming space had great potential, coming from a recovering economy and exciting growth opportunities in new frontiers.
As for BToto, prospects looked bleak after the pool betting duty hike which would reduce its earnings by 12 per cent per annum. Note that this did not take into account a potential reduction in price payouts, although this could be slightly offset by a resultant fall in sales volumes.
Nevertheless, the potential of higher dividends given Berjaya Land’s need for RM711 million in cash for its convertible bonds maturing in August 2011, could provide support for BToto’s share price.
On the oil and gas front, RHB Research gathered from its discussions with industry players that 2011 would see the return of contracts.
“Many oil and gas players have reiterated that the forward outlook is more positive compared with this time last year and are relatively optimistic in regards to the coming year’s prospects,” said Lim.
While the talk of contract flows was hardly new, the research house believed that the situation could be different this time around.
“Firstly, the sector has been highlighted as one of the twelve key economic areas that will transform the Malaysian economy and the government has been a major source of news flow for the sector in recent weeks.
“Secondly, potential merger and acquisitions or new listings, such as Bumi Armada could continue to provide ‘heat’ for the sector.” it pointed out.
Near term contracts include Petronas’ hook-up and commissioning (HUC) and topside maintenance contracts as well as the Sepat marginal oil field projects worth US$250 million.
Malaysia Marine and Heavy Engineering Holdings Bhd (MMHE) had also mentioned that it expected to close some contract bids within the next six to nine months.
During the Market Chat 2010/11 presentation, Lim revealed that the winners would be the brownfield, topside maintenance and HUC players such as Kencana, Dayang, Sarku Engineering and Petra Energy. Fabricators were also likely to be champions in the near term given that new oil field developments would see a need for new structures to be built.
On the other hand, the construction sector would be the next catalyst as gross development expenditure was projected to be at RM49.1 billion next year. This would be fuelled by projects to be carried out on a Public-Private Partnership (PPP) or privatised basis, projected to rack up RM12.5 billion private investment, anchored by an RM1 billion facilitation fund.
Among the key large scale projects to kick start in 2011 were the RM40 billion Mass Rapid Transit (MRT) project, the RM26 billion KL International Financial District (KFIFD), the RM10 billion redevelopment of the Rubber Research Board land in Sungai Buloh and six toll roads including the West Coast Expressway.
Others included the RM5 billion Warisan Merdeka integrated development comprising a 100-storey tower led by Permodalan Nasional Bhd (PNB), the ‘River of Life’ clean-up of Klang Valley and the RM2 billion Academic Medical Centre.
“Buoyed by news flow, we foresee construction stocks to continue to generally outperform the market from the fourth quarter of this year. Our top pick ‘tactical’ pick is Gamuda as we believe its share price will be buoyed by the sustained news flow from the RM40 billion MRT project,” Lim opined.
“Our top ‘value’ pick is Fajarbaru due to its undemanding valuations, it being a strong contender for packages of the LRT line extension project given its strong foreign partner and a strong balance sheet with a new cash per share of 75 sen.”
As the construction sector was leading the pack, property sector, on the other hand would be having its own share in the sun too.
RHB Research said the impact of 70 per cent loan-to-value (LTV) cap for the third home mortgage and onwards would be moderate on the property sector, as a young population was typically the first and second home buyers.
Among the key factors which drove the demand were the faster growth in young demographics, easy financing in addition to aggressive incentives offered by developers and the strengthening of the ringgit to spur foreign participation.
“One of the biggest news flow that support this sector is the increased sentiment and interest in land and properties in Iskandar Malaysia on expectation of rising investment on improving ties between Malaysia and Singapore, “ Lim pointed out.
Adding to the flavour, Malaysian Real Estate Investment Trusts (M-Reits) were also back in its place by support from foreigners, due to better investibility, attractive dividend yields and expected currency gain arising from the strengthening of the ringgit.
“Whilst we acknowledge that the longer term economic picture remains positive for the equity market, any reversal of short term capital can have a disproportionate impact on the market in the foreseeable future,” Lim concluded. |
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发表于 28-12-2010 07:24 PM
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发表于 28-12-2010 10:02 PM
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发表于 28-12-2010 10:08 PM
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发表于 28-12-2010 10:51 PM
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fajar不懂几时才会到1.37厉?很难等下! |
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发表于 28-12-2010 11:01 PM
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不懂要买fajar好还是fajar-wa比较好呢??? |
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发表于 29-12-2010 08:46 AM
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小弟的经验谈:每次有人谈fajar,股价就会跌 |
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发表于 29-12-2010 10:19 PM
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不懂要买fajar好还是fajar-wa比较好呢???
azera 发表于 28-12-2010 11:01 PM
我认为FAJAR-WA比较划算..个人意见 |
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发表于 10-1-2011 10:54 PM
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破0.80了。。每天慢慢爬。。成交量也开始大了。。。希望建筑股轮流冲。。 |
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发表于 10-1-2011 11:26 PM
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今天卖了。。感觉是时候退场过年了! |
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