Friday, June 15, 2012

There's Something About MAS



Ahmad Maghfur Usman, analyst at OSK Research talks about
- expected turnaround in sentiment for MAS in reaction to RM2.5b sukuk announcement.
- risks attached to Islamic perpetual bond. Thai SEC and MAS have both expressed concern over this type of instrument. MAS is the world’s first corporation to issue an Islamic perpetual bond.
- KWAP taking up RM1b of the sukuk program - how this is good for tax paying citizens.
- the odds are stacked against MAS: a substantial workforce with strong unions, a saturated full-service segment and Malaysia playing 2nd fiddle to Singapore as a business travelers’ hub - how to overcome?
- his sole BUY call, in a sky filled with sells even though he expects MAS to only be profitable by FY14. Basis for his contrarian optimism.


Source/Extract/Excerpts/来源/转贴/摘录: http://www.bfm.my
Publish date:14/06/12

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Be fearful when others are greedy, and be greedy when others are fearful
别人贪婪时我恐惧, 别人恐惧时我贪婪
投资只需学好两门课: 一,是如何给企业估值,二,是如何看待股市波动
吉姆·罗杰斯(Jim Rogers)
“错过时机”胜于“搞错对象”:不会全军覆没!”
做自己熟悉的事,等到发现大好机会才投钱下去

乔治·索罗斯(George Soros)

“犯错误并没有什么好羞耻的,只有知错不改才是耻辱。”

如果操作过量,即使对市场判断正确,仍会一败涂地。

李驰(中国巴菲特)
高估期间, 卖对, 不卖也对, 买是错的。
低估期间, 买对, 不买也是对, 卖是错的。

Tan Teng Boo


There’s no such thing as defensive stocks.Every stock can be defensive depending on what price you pay for it and what value you get,
冷眼(冯时能)投资概念
“买股票就是买公司的股份,买股份就是与陌生人合股做生意”。
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1.有智慧,不如趁势
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