博士讲鸟话-庄家会故意控制一个股

10:19am, 17 Jul - Cheng;Fong Yu: 有时候庄家会故意控制一个股的“买量”和“卖量”
10:20am, 17 Jul - Cheng;Fong Yu: 如果你有留意KGB WA今天的量
10:21am, 17 Jul - Cheng;Fong Yu: 庄家故意把买的量排的和卖的量一样
10:21am, 17 Jul - Cheng;Fong Yu: 570 vs 570
10:21am, 17 Jul - Goh Kian Sian: To hild price?
10:21am, 17 Jul - Cheng;Fong Yu: Then 670 vs 670
10:21am, 17 Jul - Goh Kian Sian: Hold*
10:21am, 17 Jul - Cheng;Fong Yu: Now 670 vs 870
10:22am, 17 Jul - Cheng;Fong Yu: 有很多可能性
10:22am, 17 Jul - Cheng;Fong Yu: 我也猜不透
10:22am, 17 Jul - Cheng;Fong Yu: Hold price 也有可能
10:23am, 17 Jul - Cheng;Fong Yu: 其实这是庄家之间的暗示
10:24am, 17 Jul - Cheng;Fong Yu: 一个股同常都多过一个庄
10:25am, 17 Jul - Cheng;Fong Yu: 当他们真的要拉升一个股时…卖量会突然不见
10:25am, 17 Jul - Cheng;Fong Yu: 这是自己买，自己卖
10:26am, 17 Jul - Cheng;Fong Yu: Inari CA 暂时在 Holland
10:27am, 17 Jul - Cheng;Fong Yu: 我就开始研究KGB
10:27am, 17 Jul - Cheng;Fong Yu: 星期一的买量是10,000一个价位
10:28am, 17 Jul - Cheng;Fong Yu: 但昨天和今天都没有
10:29am, 17 Jul - Cheng;Fong Yu: 这种做法是拉一天升，然后自由“放生”
10:30am, 17 Jul - Cheng;Fong Yu: 旨在收更多的货
10:31am, 17 Jul - Cheng;Fong Yu: 85%的股票都在大股东手里
10:31am, 17 Jul - Cheng;Fong Yu: 要上要下，左手换右手就可以
10:33am, 17 Jul - Cheng;Fong Yu: 好了，庄家的下一步我们难以猜测，换去将基本面
10:34am, 17 Jul - Cheng;Fong Yu: KGB本来注重semicon
10:34am, 17 Jul - Cheng;Fong Yu: 但semicon profit margin too less
10:35am, 17 Jul - Cheng;Fong Yu: 这就是原因 fundamental figure不美
10:36am, 17 Jul - Cheng;Fong Yu: 现在KGB开始扩大生意，diversify
10:36am, 17 Jul - Cheng;Fong Yu: 进军 health sector and oil & gas
10:36am, 17 Jul - Goh Kian Sian: Fundemantal figure means the initial core bussiness?
10:37am, 17 Jul - Cheng;Fong Yu: Ya
10:37am, 17 Jul - Cheng;Fong Yu: Initial semicon business lousy
10:37am, 17 Jul - Goh Kian Sian: Semicon lousy everyday
10:38am, 17 Jul - Cheng;Fong Yu: 现在他的前景广阔
10:39am, 17 Jul - Cheng;Fong Yu: 就好像dude讲的，他们很大机会拿到O&G contract
10:41am, 17 Jul - Cheng;Fong Yu: 加上昨天我share的report，你会更加明白它的转航计划
10:42am, 17 Jul - Cheng;Fong Yu: 换另一个角度看KGB
10:42am, 17 Jul - Cheng;Fong Yu: KGB刚发行WA
10:42am, 17 Jul - Cheng;Fong Yu: WA 转换价0.50
10:44am, 17 Jul - Cheng;Fong Yu: 如果说今天我马上把WA换去妈妈，0.425,免费的WA我也要亏
10:45am, 17 Jul - Cheng;Fong Yu: WA 刚发行一个月。。。expiry 2019
10:46am, 17 Jul - Cheng;Fong Yu: 如果照我以上说的转换，WA丢出来也没人要。。。
10:48am, 17 Jul - Cheng;Fong Yu: Mother = 0.425
Son = 0.185
Ex price= 0.50
Premium = 60%
10:49am, 17 Jul - Goh Kian Sian: In the sense that they want mother high high first?
10:50am, 17 Jul - Cheng;Fong Yu: If son is free:
Mother = 0.425
Son=0.00
Ex price = 0.50
Premium = 17%
10:51am, 17 Jul - Cheng;Fong Yu: 80% warrants still hold by all director.... They got it because they issue Bonus-Warrant
10:51am, 17 Jul - Cheng;Fong Yu: 2 mother hold get 1 free, if not mistaken
10:51am, 17 Jul - Cheng;Fong Yu: Raja, you are right!
10:52am, 17 Jul - Goh Kian Sian: The warrant still got 5 years to go, potentially it would hv rooms to increase but not now
10:52am, 17 Jul - Cheng;Fong Yu: 如果WA分文不值，我是股东当然第一时间丢去市场
10:53am, 17 Jul - Cheng;Fong Yu: 对的
10:53am, 17 Jul - Cheng;Fong Yu: 大股东不是笨的
10:54am, 17 Jul - Cheng;Fong Yu: 他们当然有信心妈妈可以有很好的发展
10:54am, 17 Jul - Cheng;Fong Yu: 才把exprice放酱高
10:55am, 17 Jul - Cheng;Fong Yu: 所以我说的换另一个角度看就是这个point
10:55am, 17 Jul - Cheng;Fong Yu: Exprice他们有权觉定
10:57am, 17 Jul - Cheng;Fong Yu: 如过妈妈没能力，为何放酱高但是到最后得到废纸一张
10:58am, 17 Jul - Cheng;Fong Yu: WA发行价0.16
10:58am, 17 Jul - Cheng;Fong Yu: Listed in June 2014
11:00am, 17 Jul - Cheng;Fong Yu: 如果我是股东我一定会(至少)炒高才放，因为WA是免费得到的
11:00am, 17 Jul - Cheng;Fong Yu: WA now price 0.185
11:00am, 17 Jul - Cheng;Fong Yu: 0.16 to 0.185
11:01am, 17 Jul - Cheng;Fong Yu: 炒高的戏肉还没开始
11:03am, 17 Jul - Goh Kian Sian: I have a ques here..

If i got 1lot share in hand, then the company annouce gv bonus share, 2 free 1, so end up i got 150units in hand, how to sell the 50units leh?
11:03am, 17 Jul - Cheng;Fong Yu: 庄家会收更多的票，才左手换右手炒高
11:03am, 17 Jul - Goh Kian Sian: Coz minimum is 1lot
11:03am, 17 Jul - Goh Kian Sian: Or is 2lot free 1lot?
11:03am, 17 Jul - Cheng;Fong Yu: 是的，
11:04am, 17 Jul - Cheng;Fong Yu: 你不能在公开市场卖
11:04am, 17 Jul - Cheng;Fong Yu: 只能叫remiser帮你卖
11:05am, 17 Jul - Cheng;Fong Yu: 外加remiser水钱
11:05am, 17 Jul - Goh Kian Sian: 水钱西北贵勒
11:05am, 17 Jul - Cheng;Fong Yu: 是的
11:05am, 17 Jul - Goh Kian Sian: 顶！
11:06am, 17 Jul - Cheng;Fong Yu: 在打字的同时
11:06am, 17 Jul - Cheng;Fong Yu: KGB WA0.185卖完
11:06am, 17 Jul - Cheng;Fong Yu: 我个人买股很aggresive
11:07am, 17 Jul - Cheng;Fong Yu: 所以喜欢看 warrant
11:07am, 17 Jul - Cheng;Fong Yu: 应为margin高
11:08am, 17 Jul - Goh Kian Sian: 怎样看卖完？
11:08am, 17 Jul - Cheng;Fong Yu: 买warrant也要买在好的妈妈身上
11:09am, 17 Jul - Cheng;Fong Yu: 之前 [ (0.180 vs 0.185)
11:09am, 17 Jul - Cheng;Fong Yu: 先在呢？
11:09am, 17 Jul - Cheng;Fong Yu: 你有开osk吗？
11:11am, 17 Jul - Cheng;Fong Yu: 现在 0.185 vs 0.190
11:11am, 17 Jul - Cheng;Fong Yu: 就是说卖完了
11:12am, 17 Jul - Cheng;Fong Yu: 0.185之前是卖价，现在是买价
11:13am, 17 Jul - Cheng;Fong Yu: 再说KGB
11:14am, 17 Jul - Cheng;Fong Yu: 如果儿子 exprice是0.50
11:14am, 17 Jul - Goh Kian Sian: Ic
11:14am, 17 Jul - Cheng;Fong Yu: 现在的妈妈是0.425
11:15am, 17 Jul - Cheng;Fong Yu: 大股东已经写了包单妈妈肯定可以去到至少0.50
11:16am, 17 Jul - Cheng;Fong Yu: At par with son conversion price
11:16am, 17 Jul - Cheng;Fong Yu: 如果你的作风较保守
11:17am, 17 Jul - Cheng;Fong Yu: KGB妈妈是可以考虑
11:19am, 17 Jul - Cheng;Fong Yu: 我进期会在KGB WA, Inari CA 和 Dsonic 之间游趟
11:19am, 17 Jul - Cheng;Fong Yu: 哪辆火车开就上哪辆
11:22am, 17 Jul - Cheng;Fong Yu: 再说”如何看庄家有排队买或卖”
11:22am, 17 Jul - Cheng;Fong Yu: 开你们的account
11:22am, 17 Jul - Cheng;Fong Yu: Click in individual stock 的 买 和 卖
11:25am, 17 Jul - Cheng;Fong Yu: 买或卖 都会这样显示的
4, 3000, RM1.85 ～ RM1.90, 3000, 29
11:28am, 17 Jul - Cheng;Fong Yu: 第一个数目(4) 代表总买家人数
第二代表 总买数量
第三 买价
第四 卖价
第五 总卖数量
第六 总卖家人数
11:29am, 17 Jul - Cheng;Fong Yu: 先看买的
4个人有能力买3000units
11:29am, 17 Jul - Cheng;Fong Yu: 卖的
要29个人加起来才去到3000units
11:30am, 17 Jul - Cheng;Fong Yu: 你认为庄家是在”买”或“卖”排队？
11:31am, 17 Jul - Cheng;Fong Yu: 但是凡事无绝对，虚虚实实
11:32am, 17 Jul - Cheng;Fong Yu: 庄家更厉害猜到我们的心理
11:33am, 17 Jul - Cheng;Fong Yu: 如果不能承受输，就别在股票市场打滚

就像学功夫就要学挨打
11:34am, 17 Jul - Cheng;Fong Yu: 我是被”打”到会的。。。
11:45am, 17 Jul - Cheng;Fong Yu: 马上有例子…KGB 有10k units排队要卖(总共5人)
11:46am, 17 Jul - Cheng;Fong Yu: 谁会有酱多的票？
11:47am, 17 Jul - Cheng;Fong Yu: 这是庄排在卖价，防止价格飙升，影响”控制价钱”的目的。
11:50am, 17 Jul - Cheng;Fong Yu: 真的卖家是直接丢票的，更本不会排队
11:56am, 17 Jul - Cheng;Fong Yu: Watch out KGB
11:56am, 17 Jul - Cheng;Fong Yu: Buying volume abnormal dy
11:56am, 17 Jul - Cheng;Fong Yu: Added 3000units buy
11:57am, 17 Jul - Cheng;Fong Yu: Mother and son
11:58am, 17 Jul - Fan Kok Hao: 真的很有研究
11:58am, 17 Jul - Fan Kok Hao: 很用心
12:00pm, 17 Jul - Cheng;Fong Yu: KGB 开动了
12:02pm, 17 Jul - Cheng;Fong Yu: 这些研究都是旁门左道，冷眼派基本面是不鼓励的
12:02pm, 17 Jul - Cheng;Fong Yu: 但这是我的风格
12:02pm, 17 Jul - Cheng;Fong Yu: 慢慢
12:02pm, 17 Jul - Cheng;Fong Yu: 你也会有你们自己的
12:03pm, 17 Jul - Fan Kok Hao: 好
12:03pm, 17 Jul - Cheng;Fong Yu: 同样的Dota Hero不同玩法
12:03pm, 17 Jul - Cheng;Fong Yu: Winning say everything!
12:22pm, 17 Jul - Goh Kian Sian: Long way to learn
5:15pm, 17 Jul - Cheng;Fong Yu: 你们有觉得HuaYang今天怪怪吗？
5:15pm, 17 Jul - Goh Kian Sian: 买家太少？
5:15pm, 17 Jul - Cheng;Fong Yu: 昨天 financial result酱美
5:16pm, 17 Jul - Cheng;Fong Yu: 今天股价跌。。
5:17pm, 17 Jul - Cheng;Fong Yu: 税后利润增加90%leh
5:17pm, 17 Jul - Cheng;Fong Yu: 有谁可以猜猜看？
5:18pm, 17 Jul - Goh Kian Sian: Mb
5:20pm, 17 Jul - Goh Kian Sian: 这种情况intel lem 很多次了
5:20pm, 17 Jul - Goh Kian Sian: 业绩好股价跌
5:21pm, 17 Jul - Goh Kian Sian: 可能股东hold share
5:23pm, 17 Jul - Cheng;Fong Yu: 股东hold share to prevent it going up? This is u mean.?
5:24pm, 17 Jul - Goh Kian Sian: For the time being...
5:25pm, 17 Jul - Goh Kian Sian: Or they are waiting something now
5:25pm, 17 Jul - Goh Kian Sian: Like the inari ca
5:25pm, 17 Jul - Goh Kian Sian: Thats is what i can think of, need more study on that
5:27pm, 17 Jul - Cheng;Fong Yu: Intel酱的场面你见多
5:27pm, 17 Jul - Cheng;Fong Yu: 其他的股我也见多类似的。。。
5:28pm, 17 Jul - Cheng;Fong Yu: 我的看法是。。。
5:29pm, 17 Jul - Cheng;Fong Yu: 我们买股通常都会根据3种情况：
1 基本面
2. Technical
3. 消息
5:30pm, 17 Jul - Cheng;Fong Yu: HuaYang这种情况是针对no.3
5:31pm, 17 Jul - Cheng;Fong Yu: Buy on Rumors, Sell on News
5:32pm, 17 Jul - Cheng;Fong Yu: 还没公布成绩时，庄家已经知道是“好消息”
5:32pm, 17 Jul - Cheng;Fong Yu: 两个星期前就收票推高
5:33pm, 17 Jul - Cheng;Fong Yu: 股价从1.90到2.30
5:33pm, 17 Jul - Cheng;Fong Yu: This is "buy on rumors"
5:34pm, 17 Jul - Cheng;Fong Yu: 成绩公布后就出货
5:34pm, 17 Jul - Cheng;Fong Yu: This is "sell on new"
5:34pm, 17 Jul - Cheng;Fong Yu: I guess KGB situation is similar
5:35pm, 17 Jul - Cheng;Fong Yu: KGB Accumulating now....once O&G contact out, Sell on news
5:37pm, 17 Jul - Cheng;Fong Yu: 因为身为散客通常后知后觉
5:38pm, 17 Jul - Cheng;Fong Yu: News out,散客看到好消息去接货，庄就出
5:38pm, 17 Jul - Fan Kok Hao: Good
5:38pm, 17 Jul - Fan Kok Hao: Mean can buy some KGB in
5:38pm, 17 Jul - Cheng;Fong Yu: 以前我就是那个傻子，接货的那个
5:38pm, 17 Jul - Cheng;Fong Yu: 哈哈
5:39pm, 17 Jul - Cheng;Fong Yu: 但HuaYang情况不严重
5:41pm, 17 Jul - Cheng;Fong Yu: 我指庄家出货不严重
5:41pm, 17 Jul - Cheng;Fong Yu: 过两天应该升回
5:42pm, 17 Jul - Cheng;Fong Yu: KGB应该可以
5:42pm, 17 Jul - Cheng;Fong Yu: 幸好有Dude的介绍
5:45pm, 17 Jul - Goh Kian Sian: 可是只是推高不多， rm0.4, 就开始放？
5:45pm, 17 Jul - Cheng;Fong Yu: 以上我说的可以看回HuaYang五月尾成绩出来前两个和后两个星期的股价对照。

Gadang的也是。四月尾成绩出。。。看前后两星期股价
5:46pm, 17 Jul - Cheng;Fong Yu: 0.4/1.90 = 21% per month
5:47pm, 17 Jul - Cheng;Fong Yu: HuaYang 毕竟不是炒股21%算高
5:48pm, 17 Jul - Cheng;Fong Yu: 典型炒股可以看SemuaTrap
5:48pm, 17 Jul - Cheng;Fong Yu: 0.25 to 0.46
5:48pm, 17 Jul - Cheng;Fong Yu: Within one month
5:49pm, 17 Jul - Cheng;Fong Yu: 84%
5:50pm, 17 Jul - Cheng;Fong Yu: 多研究股价走势加volune
5:51pm, 17 Jul - Cheng;Fong Yu: 你就会看到庄的动作
5:52pm, 17 Jul - Cheng;Fong Yu: 可能你会觉得一个好股有庄无庄都一样
5:53pm, 17 Jul - Cheng;Fong Yu: 到头来基本面好的都会升
5:53pm, 17 Jul - Cheng;Fong Yu: 可以这么说。。。。但你只能等
5:54pm, 17 Jul - Cheng;Fong Yu: 有庄会较快完成上升的时间
5:54pm, 17 Jul - Cheng;Fong Yu: 我试过学冷眼的等
5:55pm, 17 Jul - Cheng;Fong Yu: 完全不看 technical 和消息
5:55pm, 17 Jul - Cheng;Fong Yu: I bought CANONE 3.15
5:56pm, 17 Jul - Cheng;Fong Yu: 2 months later RM 3.50
5:56pm, 17 Jul - Cheng;Fong Yu: I keep
5:56pm, 17 Jul - Cheng;Fong Yu: RM 3.70i keep
5:56pm, 17 Jul - Cheng;Fong Yu: Then drop back 3.20
5:56pm, 17 Jul - Cheng;Fong Yu: I still keep
5:57pm, 17 Jul - Cheng;Fong Yu: 5 months later after I bought I decided sold it
5:57pm, 17 Jul - Cheng;Fong Yu: RM3.30
5:57pm, 17 Jul - Cheng;Fong Yu: The "opportunities cost" I lost is more than that
5:58pm, 17 Jul - Cheng;Fong Yu: 我就想冷眼的方法行不通吗？
5:59pm, 17 Jul - Cheng;Fong Yu: 其实不是。  冷眼的行的通
5:59pm, 17 Jul - Cheng;Fong Yu: 不同的是起跑点不一样
6:00pm, 17 Jul - Goh Kian Sian: 冷眼比较倾向于放长线
6:00pm, 17 Jul - Cheng;Fong Yu: 冷眼投资过千万(真的是过千万)
6:01pm, 17 Jul - Cheng;Fong Yu: 仙女散花
6:01pm, 17 Jul - Goh Kian Sian: 他一直都强调不要太投机
6:02pm, 17 Jul - Cheng;Fong Yu: 一千万买二十个好股。。。这不升那个升
6:02pm, 17 Jul - Goh Kian Sian: 30年功力
6:02pm, 17 Jul - Cheng;Fong Yu: 对。。。绝不投机
6:02pm, 17 Jul - Cheng;Fong Yu: 他说的
6:02pm, 17 Jul - Goh Kian Sian: 他有的是本钱，所以他可以这么说
6:02pm, 17 Jul - Cheng;Fong Yu: 我试过了
6:02pm, 17 Jul - Goh Kian Sian: 我们却不同
6:03pm, 17 Jul - Goh Kian Sian: 如果是一年一番，他的哲学是不行
6:03pm, 17 Jul - Goh Kian Sian: 除非三年一番
6:04pm, 17 Jul - Cheng;Fong Yu: 但我还是那句
凡事无绝对，赢钱的就是王者
6:04pm, 17 Jul - Goh Kian Sian: 高利高险
6:05pm, 17 Jul - Cheng;Fong Yu: 三年一番。。。一年26%就搞定
6:05pm, 17 Jul - Cheng;Fong Yu: 
6:05pm, 17 Jul - Goh Kian Sian: 所以做的功课必须要更
6:06pm, 17 Jul - Cheng;Fong Yu: 多看我share的forum
6:06pm, 17 Jul - Cheng;Fong Yu: 不同人不同想法
6:06pm, 17 Jul - Goh Kian Sian: 再share多一次
6:07pm, 17 Jul - Cheng;Fong Yu: Social Forum | I3investor - http://klse.i3investor.com/jsp/scl/forum.jsp
6:07pm, 17 Jul - Cheng;Fong Yu: Investalks 马来西亚中文投资论坛-与你一起通往财务自由之路 - - http://www.investalks.com/forum/forum.php
6:07pm, 17 Jul - Cheng;Fong Yu: 不是所有都对的
6:08pm, 17 Jul - Cheng;Fong Yu: 要应试考虑他们的comment
6:08pm, 17 Jul - Cheng;Fong Yu: 里面有好多好的guru
6:10pm, 17 Jul - Goh Kian Sian: 林伯要save你的link 在一个page,迟些share给你们
6:10pm, 17 Jul - Goh Kian Sian: 还有你的info
6:10pm, 17 Jul - Cheng;Fong Yu: 和你们谈的当儿，我在gym骑了70mins脚车
6:10pm, 17 Jul - Goh Kian Sian: 不然这chat group rolling 西北快
6:11pm, 17 Jul - Cheng;Fong Yu: IMG-20140717-WA0008.jpg (file attached)
6:11pm, 17 Jul - Fan Kok Hao: Haha
6:11pm, 17 Jul - Fan Kok Hao: 很好
6:11pm, 17 Jul - Goh Kian Sian: 你70min 我60min 跟以色列开会
6:11pm, 17 Jul - Fan Kok Hao: 好像退休状态
6:12pm, 17 Jul - Fan Kok Hao: 我在senawang，顾客support
6:12pm, 17 Jul - Fan Kok Hao: 累啊
6:12pm, 17 Jul - Cheng;Fong Yu: OnSemi?
6:12pm, 17 Jul - Fan Kok Hao: ya
6:13pm, 17 Jul - Fan Kok Hao: 喝茶了就回去打球
6:13pm, 17 Jul - Cheng;Fong Yu: 
6:13pm, 17 Jul - Fan Kok Hao: IMG-20140717-WA0009.jpg (file attached)
6:14pm, 17 Jul - Fan Kok Hao: 咖啡
6:14pm, 17 Jul - Fan Kok Hao: lol
6:14pm, 17 Jul - Cheng;Fong Yu: 
6:14pm, 17 Jul - Fan Kok Hao: bro几时可以进kgb
6:14pm, 17 Jul - Cheng;Fong Yu: 慰劳自己
6:14pm, 17 Jul - Cheng;Fong Yu: 我进了
6:15pm, 17 Jul - Fan Kok Hao: 我还没perform一个trade
6:15pm, 17 Jul - Cheng;Fong Yu: 我进KGB WA
6:15pm, 17 Jul - Goh Kian Sian: 可能我明天进
6:15pm, 17 Jul - Goh Kian Sian: Osk still not tranfer to my acct, the money....
6:15pm, 17 Jul - Cheng;Fong Yu: 我是比较 aggressive的
6:16pm, 17 Jul - Cheng;Fong Yu: 你们刚开始进 mother 比较好
6:16pm, 17 Jul - Fan Kok Hao: 等消息出了才放？
6:19pm, 17 Jul - Cheng;Fong Yu: 消息出了看以下情况：
1.不升或微升=全卖
2.大升=卖一半或拿回本钱
6:19pm, 17 Jul - Fan Kok Hao: IMG-20140717-WA0010.jpg (file attached)
6:19pm, 17 Jul - Cheng;Fong Yu: 我的KGB WA average price 0.193
6:19pm, 17 Jul - Cheng;Fong Yu: Today 0.185
6:20pm, 17 Jul - Fan Kok Hao: Volume and sell/buy 为什么不tally
6:20pm, 17 Jul - Cheng;Fong Yu: This apps 看不到真正volume要开你的osk
6:21pm, 17 Jul - Fan Kok Hao: 还没performtrade，不能register online
6:22pm, 17 Jul - Cheng;Fong Yu: 这里的volume是成交量，sell/buy是”将要讨价还价”的volume
6:23pm, 17 Jul - Cheng;Fong Yu: 快买些。。。买了才有ohm
6:23pm, 17 Jul - Cheng;Fong Yu: Dude 说的对
6:23pm, 17 Jul - Fan Kok Hao: 买妈妈？
6:23pm, 17 Jul - Cheng;Fong Yu: 是
6:23pm, 17 Jul - Fan Kok Hao: 你要lead我
6:24pm, 17 Jul - Cheng;Fong Yu: 
6:24pm, 17 Jul - Fan Kok Hao: 明天买
6:24pm, 17 Jul - Fan Kok Hao: 卖要讲
6:24pm, 17 Jul - Cheng;Fong Yu: 我lead dude inari ca去了荷兰
6:24pm, 17 Jul - Fan Kok Hao: 
6:24pm, 17 Jul - Cheng;Fong Yu: Ok
6:25pm, 17 Jul - Fan Kok Hao: technical我一点都不会
6:25pm, 17 Jul - Cheng;Fong Yu: 但我有信心会起会
6:25pm, 17 Jul - Fan Kok Hao: OK
6:26pm, 17 Jul - Fan Kok Hao: 买的时候跟remiser讲lot数量是吗？
6:26pm, 17 Jul - Goh Kian Sian: Faster go buy
6:26pm, 17 Jul - Fan Kok Hao: 还是units
6:26pm, 17 Jul - Goh Kian Sian: Me now only got ohm
6:26pm, 17 Jul - Goh Kian Sian: U better buy online
6:26pm, 17 Jul - Goh Kian Sian: Coz remiser will charge u rm40
6:27pm, 17 Jul - Fan Kok Hao: I need to perform a trade first
6:27pm, 17 Jul - Fan Kok Hao: Only can register online
6:27pm, 17 Jul - Fan Kok Hao: U also right?
6:27pm, 17 Jul - Cheng;Fong Yu: 我没和remiser买过。。。。不懂
6:27pm, 17 Jul - Fan Kok Hao: Remiser told me like that
6:28pm, 17 Jul - Fan Kok Hao: Or she cheat me
6:28pm, 17 Jul - Fan Kok Hao: Osk Mia
6:29pm, 17 Jul - Cheng;Fong Yu: 如果可以online,click in individual stock研究每个transaction的量
6:29pm, 17 Jul - Cheng;Fong Yu: 500, 1000units买的(青色)是好事，庄来的

博士讲鸟话-share->HuaYang

从2014财政年最后一季的业绩可看出，HUAYANG的每股净利已重回到2013年财政年的水平，甚至还超越了2013年。末季的每股净利达到14.32仙，而当年单季最高的每股净利则是2013年第一季所创下的11.44仙。

此外，公司在季报里透露，截至2014年3月31日为止的未入账销售达到8亿813万令吉。

上周HUAYANG在霹雳州巴占推出的Greenview Residence发展计划，据说获得了非常好的反应，订购率达70%。

目前的HUAYANG可谓如日中天，而这不禁又让人联想到它的红股。

HUAYANG在过去4年一共派了4次红股，乐坏了很多股东，分别是：
2010年　－　5送1红股
2011年　－　3送1红股
2012年　－　4送1红股
2013年　－　3送1红股

去年的红股计划，让HUAYANG的股价曾一度去到RM3.34的最高峰。

目前该公司拥有1亿3648万的累计盈利，想要继续3送1红股不难，可是这还得取决管理层的意愿。

HUAYANG预计在7月公布2015年首季业绩，并且也会在7月公布7仙终期股息的除权日。

假如业绩大好，加上如果公司真的派红股，还有7仙终期股息，那将会是「 三喜临门」。

博士讲鸟话-share->PREMIUM

9:19am, 15 Jul - Cheng;Fong Yu: SUMATEC 新闻托高股价 大户清货套RM760万
买谣言，卖事实！接二连三宣布好消息的幸马泰（SUMATEC，1201,主板贸服组）股价一路走高，可是公司高管却在上周五大手出货。
幸马泰首席财务官（CFO）罗丝达在七月九日交易日，以公开市场出清了手上持有的幸马泰。

罗丝达持有幸马泰的2000万股，她是以每股38仙价格，卖出手上股票，套现了760万零吉。
幸马泰星期一的闭市价是RM0.405，盘中最高做到RM0.43。
幸马泰是在上周五宣布，建议以2亿5千万美元（约7亿9千294万令吉）收购哈萨克斯坦新石油与天然气资产。

该公司发文告指出，已与买家就收购婆罗洲能源石油与天然气有限公司（Borneo Oil&Gas）股权签署结构协议，让集团可取阅资产相关的所有数据和信息来进行技术丶司法和精密审查工作，若精密审查结果令人满意，双方将在6个月内签署正式协议，以透过现金和发股方式完成收购计划。

在宣布这消息前，该公司也宣布将委任首相纳吉的胞弟出任公司董事，也吸引散户进场。
好消息连连，CFO却选择及时出场，散户可会感到担心？

博士讲鸟话-premium

7:53am, 15 Jul - Goh Kian Sian: Yc can u put the premium formula here?
8:00am, 15 Jul - Cheng;Fong Yu: For inari CA....

Mother - 3.26
Son - 0.21
Exercise price - 3.00 
Conversion - (n x 4) + 3.00

If I want to convert the price I need to pay = (0.21x4)+3.00 = 3.84
8:01am, 15 Jul - Cheng;Fong Yu: Premium = (3.84 - 3.26) / 3.26
8:01am, 15 Jul - Cheng;Fong Yu: 17.7%
8:02am, 15 Jul - Cheng;Fong Yu: Got it 
8:02am, 15 Jul - Cheng;Fong Yu: ?
8:03am, 15 Jul - Goh Kian Sian: The conversion formula is not fix right?
8:03am, 15 Jul - Cheng;Fong Yu: Yup
8:03am, 15 Jul - Goh Kian Sian: Meaning diff warrant diff formula
8:03am, 15 Jul - Goh Kian Sian: Ok
8:04am, 15 Jul - Cheng;Fong Yu: Refer to KLSE screener - announcement - profile of warrants
8:05am, 15 Jul - Cheng;Fong Yu: Formula depend on the bank
8:05am, 15 Jul - Cheng;Fong Yu: This is CA only
8:05am, 15 Jul - Cheng;Fong Yu: But normally company own warrant, or your know as WA is 1:1 + ex price
8:06am, 15 Jul - Cheng;Fong Yu: Inari CA 4:1 + ex price 3.00
8:06am, 15 Jul - Cheng;Fong Yu: Dsonic CA 3:1+ ex price 1.86
8:06am, 15 Jul - Goh Kian Sian: What i know is wa price + ex price is the conversion price
8:06am, 15 Jul - Goh Kian Sian: Oic
8:07am, 15 Jul - Cheng;Fong Yu: Yours one is normal Warrant conversion
8:08am, 15 Jul - Cheng;Fong Yu: Quiz time, can you calculate Dsonic premium?

博士讲鸟话-share->MBSB

7:31pm, 12 Jul - Cheng;Fong Yu: Keep an eye on MBSB
7:31pm, 12 Jul - Cheng;Fong Yu: Now still very cheap
7:31pm, 12 Jul - ‪+84 122 873 8284‬: Win n loss...really mean so much? ? Take it easy bro.....do what d things u think is the best for you. Each of individual is unique. ...nothing is a must for u or others to follow. Enjoy n pls....don keep argue where it really annoying
7:31pm, 12 Jul - ‪+84 122 873 8284‬: Enjoy all
7:31pm, 12 Jul - ‪+84 122 873 8284‬: Have a nice weekend
7:32pm, 12 Jul - ‪+84 122 873 8284‬: MBSB....I no confidence on tis company lr
7:32pm, 12 Jul - ‪+84 122 873 8284‬: Especially d management
7:32pm, 12 Jul - ‪+84 122 873 8284‬: Sucks
7:32pm, 12 Jul - Goh Kian Sian: Goreng stock as well
7:32pm, 12 Jul - ‪+84 122 873 8284‬: Hehe...my feeling nia....as my sis use to be the stuff inside
7:33pm, 12 Jul - Goh Kian Sian: Btw, my apologize  if i hurt someone .
7:51pm, 12 Jul - Cheng;Fong Yu: Well say 
8:08pm, 12 Jul - Cheng;Fong Yu: MBSB - Malay company. Management sure suck. Business module no competition. All gov staffs get loan from them. MBSB 收入稳稳来.
8:08pm, 12 Jul - Goh Kian Sian: Hmm...worth to buy?
8:08pm, 12 Jul - Goh Kian Sian: Like no stable
8:09pm, 12 Jul - Cheng;Fong Yu: EPS - 23 ROE-18 DY 8%
8:12pm, 12 Jul - Cheng;Fong Yu: 一、Merger真的能通过吗？
当然，如果三家金融股大整合，是不太可能的。
可是如果只是Islamic banking整合的话，其实容易很多。
因为Islamic Banking分别占CIMB整体业务的9.8%，和RHBCAP的10.2%。
整合规模只有10分之1而已。酱紫的整合方式，结果会完全不一样。
剩下的就只有整合的条件而已。个人相信会是如此的结果：
1. MBSB发行新股给CIMB和RHBCAP，CIMB崛起成为MBSB大股东。以及；
2. CIMB发行新股给RHBCAP，RHBCAP崛起成为CIMB的substantial shareholder。

二、MBSB的潜在价值
目前MBSB的总盈利为600 million左右。
CIMB Islamic + RHB Islamic的Income = RM2.1 billion
扣除25% taxation（假设而已） = RM1.5 billion
因此，MBSB的新盈利为RM2.1 billion

RM2.1 billion的盈利，
PE 10就是RM21 billion market cap，
PE 15就是RM31.5 billion market cap。
目前MBSB的market cap连RM7 billion都不到。
RM7 billion market cap vs RM21 billion/RM31.5 billion market cap，是不是抵到烂？
开玩笑，何止开一番。 

现在问题是MBSB需要发行多少的新股而已。
不过既然有90天的时间慢慢讨论，我认为这对持票定力强的散户来讲，依然是一场99%胜率的交易。

这也促成了我无论任何价格都要抢到MBSB的票的理由。
8:13pm, 12 Jul - Cheng;Fong Yu: Copy from internet
8:14pm, 12 Jul - Cheng;Fong Yu: Leng Yan also strongly recommend on it in previous open talk
8:15pm, 12 Jul - ‪+84 122 873 8284‬: Wow
8:15pm, 12 Jul - ‪+84 122 873 8284‬: MBSB? ?
8:24pm, 12 Jul - Cheng;Fong Yu: Ya
8:24pm, 12 Jul - Cheng;Fong Yu: My funds stuck at inari ca
8:24pm, 12 Jul - Cheng;Fong Yu: Once break even I will buy MBSB
8:25pm, 12 Jul - Cheng;Fong Yu: Inari ca... I semakin confident it will climb up after Friday close market
8:25pm, 12 Jul - Cheng;Fong Yu: It normal dy
8:26pm, 12 Jul - Cheng;Fong Yu: Every 4 cents inari mother rise son will be (4 cents/4) 1 cent up.
8:28pm, 12 Jul - Cheng;Fong Yu: Now inari 3.31... If next week 3.50 son will be added (0.20/4=5cents) become 0.215+0.05=0.265... hopefully
8:59pm, 12 Jul - Cheng;Fong Yu: BENEFITS OF AN EFFECTIVE PROGRAM
HEALTH

博士讲鸟话-share->supermax

9:36pm, 9 Jul - Fan Kok Hao: I'm looking at supermax
9:37pm, 9 Jul - Fan Kok Hao: Still looking
9:40pm, 9 Jul - Cheng;Fong Yu: Just back home from tengganu
9:40pm, 9 Jul - Cheng;Fong Yu: Tired...4pm start drive car
9:40pm, 9 Jul - Cheng;Fong Yu: CA....look like want to kick out contra kaki 1st...
9:41pm, 9 Jul - Cheng;Fong Yu: I still holding... See 2mr only decide
9:42pm, 9 Jul - Cheng;Fong Yu: Supermax... Rubber glove company
9:42pm, 9 Jul - Fan Kok Hao: Ya
9:42pm, 9 Jul - Fan Kok Hao: PE 11
9:43pm, 9 Jul - Cheng;Fong Yu: Competitor got Harta. TopGlove
9:43pm, 9 Jul - Goh Kian Sian: What is par value?
9:43pm, 9 Jul - Fan Kok Hao: Recently recover it's production line due to factory fire
9:43pm, 9 Jul - Fan Kok Hao: Ya top glove is his comp
9:44pm, 9 Jul - Fan Kok Hao: Products sell to worldwide
9:44pm, 9 Jul - Cheng;Fong Yu: Wao...u also know they caught fire... seems like you follow it long time dy
9:44pm, 9 Jul - Fan Kok Hao: No la
9:44pm, 9 Jul - Fan Kok Hao: Jz fren told me
9:45pm, 9 Jul - Fan Kok Hao: I see it's price floating 2months around 2.1 to 2.3
9:46pm, 9 Jul - Fan Kok Hao: IMG-20140709-WA0007.jpg (file attached)
9:47pm, 9 Jul - Fan Kok Hao: But still don't know it's cash flow and dept
9:47pm, 9 Jul - Cheng;Fong Yu: Supermx MD 郑金森 openly support DAP during last election...after BN won then kena KWSP throw his share heavily
9:48pm, 9 Jul - Cheng;Fong Yu: From 2.6  to 1.9
9:48pm, 9 Jul - Goh Kian Sian: Expected revenged
9:48pm, 9 Jul - Fan Kok Hao: Yalor
9:48pm, 9 Jul - Cheng;Fong Yu: Then after 2 months it wake up to 2.9
9:48pm, 9 Jul - Fan Kok Hao: But it's temporary only right?
9:49pm, 9 Jul - Cheng;Fong Yu: Then factory fire. And recent result OK only...drop back to current level
9:49pm, 9 Jul - Fan Kok Hao: U know its cash flow?
9:50pm, 9 Jul - Fan Kok Hao: Financial
9:50pm, 9 Jul - Cheng;Fong Yu: You should compare all glove manufacturer PE
9:50pm, 9 Jul - Fan Kok Hao: Other all 16-18
9:50pm, 9 Jul - Cheng;Fong Yu: Then you can select which is under or over value..
9:50pm, 9 Jul - Cheng;Fong Yu: I din study his cash flow
9:52pm, 9 Jul - Cheng;Fong Yu: I just check
9:52pm, 9 Jul - Cheng;Fong Yu: Harta 20 topglove 16 suermx 11
9:52pm, 9 Jul - Fan Kok Hao: Ok not?
9:53pm, 9 Jul - Cheng;Fong Yu: Cheapest among all
9:53pm, 9 Jul - Cheng;Fong Yu: Ok
9:54pm, 9 Jul - Cheng;Fong Yu: Can buy in to hold long term
9:54pm, 9 Jul - Cheng;Fong Yu: If there is any wabak happen in world like h1n1...
9:55pm, 9 Jul - Cheng;Fong Yu: Sure glove co benefit
9:55pm, 9 Jul - Cheng;Fong Yu: Boost the sales
9:56pm, 9 Jul - Cheng;Fong Yu: Did u know 丁晴手套？
9:57pm, 9 Jul - Fan Kok Hao: Don't know
9:57pm, 9 Jul - Fan Kok Hao: What's that
9:57pm, 9 Jul - Cheng;Fong Yu: Rajagoh....par value....mean the RM 1.00 show in the price is true value...
9:57pm, 9 Jul - Cheng;Fong Yu: Some co par value 1.0, some 0.5 some 0.2
9:58pm, 9 Jul - Cheng;Fong Yu: Normally when initial all co is 1.0
9:58pm, 9 Jul - Cheng;Fong Yu: But then if the co spilt share or right issue or re structure....
9:58pm, 9 Jul - Goh Kian Sian: What do u mean my true value?
9:58pm, 9 Jul - Cheng;Fong Yu: Par value will dilute
9:58pm, 9 Jul - Goh Kian Sian: Meaning starting price is rm1?
9:59pm, 9 Jul - Cheng;Fong Yu: So if par value 0.5....means the stock price RM 1.00 is not true value...have to time 0.5
10:01pm, 9 Jul - Cheng;Fong Yu: Example....par value 0.5....if stock price is RM 2.50....
10:02pm, 9 Jul - Cheng;Fong Yu: The true value only worth 2.5 x 0.5
10:02pm, 9 Jul - Cheng;Fong Yu: 1.25
10:02pm, 9 Jul - Cheng;Fong Yu: But it will only affect accounting topics
10:02pm, 9 Jul - Cheng;Fong Yu: For us not so important
10:02pm, 9 Jul - Fan Kok Hao: So when we 1000units, how much need?rm2.5k?
10:03pm, 9 Jul - Cheng;Fong Yu: 丁晴手套is future trend glove
10:03pm, 9 Jul - Cheng;Fong Yu: Very high demand in medical industry
10:03pm, 9 Jul - Cheng;Fong Yu: Especially usa
10:03pm, 9 Jul - Cheng;Fong Yu: Harta is this field expert
10:04pm, 9 Jul - Cheng;Fong Yu: Supermx is 2nd
10:04pm, 9 Jul - Cheng;Fong Yu: Ding Qing glove high margin than normal glove very much....
10:05pm, 9 Jul - Cheng;Fong Yu: Harta lead in this
10:05pm, 9 Jul - Cheng;Fong Yu: Still 2.5k
10:07pm, 9 Jul - Fan Kok Hao: Ic
10:18pm, 9 Jul - Cheng;Fong Yu: So when u plan to start buy supermx....Gie Po
10:20pm, 9 Jul - Cheng;Fong Yu: Supermx also in my watch list long time....
10:20pm, 9 Jul - Cheng;Fong Yu: But I missed the time of rm1.90
10:21pm, 9 Jul - Cheng;Fong Yu: Then only keep watching until now
11:06pm, 9 Jul - Fan Kok Hao: Haha
11:06pm, 9 Jul - Fan Kok Hao: Nvm
11:06pm, 9 Jul - Fan Kok Hao: When u wanna buy in