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avoid china and palm related stock

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louis_leecs
    03-Mar-2008 14:33  
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avoid to buy now,,,,,,,worst is coming,,,,,,uncertain at columbia,,,,,look at yangzhijiang,,,,,,,super big boy herdege lodge fung crash with small manage to buy low morning,,,,my amoh remirser change the mind buy look,,,,,heavy shorting veryvery heavy,,,,dun play play,,,,,,small boy look like loose tis round,,,,,,avoid stay far far away.......................
 
 
zhuge_liang
    03-Mar-2008 13:33  
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Profit-taking after a big surge is common. How are CPO prices? Be prepared to back up your arguments with facts and figures.
 
 
cheongwee
    03-Mar-2008 03:26  
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Agree,avoid,cash is king,to be liquid is good,buy gold and silver to hedge.,buy esp silver,think silver will outperform gold in the coming month.
 

 
louis_leecs
    29-Feb-2008 23:02  
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idun noe why still got somebody say that palm oil sell down jus up so much recently,,,,,all noncent,,,,,tis all done by big boy heavy short and progressive big lot selling,,,,,,retail or trader cannot have so bug quotar for them to short at tia uncertain time,,,,,,and now commodityprice up ,,,inflation up,,,,,,,cost up,,,and china manufaturer head overheat....and usa headed recession in sub prime,,,,,,tis all affect heavy selling,,,,,,,hope my avoid buying sound can spread thru the ,,,,,,,,and help those can escape tis tumple coming week.......avoid,,,,,,,,,avoid
 
 
Arbitrager
    29-Feb-2008 15:34  
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latest news.. try to avoid china counters.. unless u r ready to stomach the big volatility..

China overcapacity problem could surface in H2 - Lehman Bros     
2/29/2008 3:10:00 PM 
BEIJING (XFN-ASIA) - China's overcapacity problem is likely to become more evident in the second half of this year when exports ease as the global economy slows, Lehman Brothers said

China's booming exports - the export/GDP ratio jumped to 36 pct in 2007 from 21 pct in 2000 - have helped keep overcapacity at bay, but the problem will be exposed later this year as the export outlook darkens and China's economic growth slows, Lehman Brothers economist Sun Mingchun said

"China may not appear to have a serious overcapacity problem now, but multiple indicators suggest that one could be looming. We would expect the problem to start to be unmasked in the third quarter when we forecast GDP growth to fall to 9.6 pct year-on-year," Sun said in a note

He said the new export orders component of China's Purchasing Managers' Index fell below the "boom-bust" line of 50 in January for the first time in three years, suggesting the export outlook is worsening

"About a quarter of China's industrial production is exported, so the weakening of these export leading indicators raises the risk of overcapacity surfacing later this year," Sun said

He also noted that sales growth could slow, causing an abrupt spike in the inventory/sales ratio, while there are signs that capacity utilization is falling, as are retail prices of many manufactured products

"The increase in China's production capacity in the manufacturing sector has been so fast that it could easily prove excessive when demand weakens significantly," he added. will.davies@afxasia.com MMMM


 
 
Arbitrager
    29-Feb-2008 13:41  
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but something to take note. Palm oil is taken as alternative fuel or substitute to vegetable and corn oil.. High plam oil cost will reduce demand of it.. as it make no $$ sense to pay higher price for something alternative..

recently china govt also implemented price curb which may also affect these counter too.. since china is the price setter being the biggest consumer.

just my 2cents worth.
 

 
elfinchilde
    29-Feb-2008 13:24  
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agree with zhuge liang. the CPO plays have recently ran up by a lot. some more than 60%. naturally there'd be profit taking, plus shorting. it's common sense. no reason to panic.

for those in the long term, FA investors: the CPO plays are still some of the more attractive options. no reason to let profit taking shake your position.

jamesang, all counters are, to a certain extent, manipulated. it's simply the degree. markets move on irrational emotions, after all.
 
 
JamesAng
    29-Feb-2008 09:06  
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this thread gives very good advice, considering stocks like Synear the wanton and dumpling company plunged so low lately at high volumes. people may be taking out thier money and run, party is over for the frothy and "manipulated" shares.
 
 
louis_leecs
    29-Feb-2008 09:04  
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SGX TOP TWENTY OPEN LOSS,,,,,,NOT A GOOD SIGN,,,,,,BLUE CHIP TUMBLE AGAIN,,,,,,,,AVOID ALL COUNTER,,,,,,,,,STI TEST LOW AGAIN
 
 
louis_leecs
    29-Feb-2008 08:45  
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another selling day,,,,,fear like snow roll and roll,,,,,,all data from us is negative,,,,,,,,,,weekend lagi worst,,,,,,,,no body want to carry baby over nite,,,,,,,,,,now market flood with abandone baby,,,,,,,,,,now big fund mgr dont want to become baby sitter,,,,,so,,,,,top twenty bloody day can be see ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,avoid share,,,,,,,,,avoid carry baby over uncertain night,,,,,,,,,,,,,gd luck,,,, 
 

 
louis_leecs
    28-Feb-2008 23:55  
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i prefer stay slideline,,,,,,if want to short,,,,pls play in own risk and cut lost if not in strange,,,,even my ah moh also no ball to play,,,,....big boy use big  lot and progressive selling,,,,,,anyway good luck to shortist,,,,,,,,,,
 
 
zhuge_liang
    28-Feb-2008 23:40  
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Palm oil stocks are just undergoing profit-taking after a rapid run-up in prices. After this correction is over, they'll go back up.
 
 
ozone2002
    28-Feb-2008 23:26  
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short all the palm oil stocks..

close eye each one just short..overall sure make.. run up on too much hype..
 
 
viruz7667
    28-Feb-2008 22:57  
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mean can short all counter across the board?hehe.....
 
 
louis_leecs
    28-Feb-2008 22:45  
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as long as china related and palm oil cts under heavy progressive selling by h/l fund,,,,,,,,avoil any stock,,,stay slideline,,,,,selling signal still v strong,,,,,may be can see some big fund action on selling their stake next week,,,,,,,,,or pare their pofolio to bond and cash position,,,,,,,,that  wat i heard f my amoh remiser that big fund  bossis give the instrction to fund magr,,,,,,,cash position during uncertain time
 

 
Naproxen
    28-Feb-2008 22:19  
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Hi Louis, I supposed the local construction and property stocks will remain untouch?
 
 
louis_leecs
    28-Feb-2008 22:12  
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tis time is hedge lodge fund,,,,,,,,,progressive shf0rting tis afternoon,,,,,,,,heard big fund like prudential,asias,aig, capital group fund keep sellirg to snows flow fund redeem,,,,,,big bog just sell in strange,,,,,,wilmah,,,,indon agil,,,yangzhijiang,,,cosco,,,,,new ipo cts is their target,un ,,,,,,dun pp,,,,,,good luck,,,,,,,tonite dow jones going to heavy selling,,,,,,
 
 
evercare
    28-Feb-2008 13:18  
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pardon me for being ignorance, i thought SCI has dropped quite a bit already for the last few sessions, why issit going to be another dip? are you only referring to the s-chips in STI? you might have mentioned them before somewhere..
 
 
evercare
    28-Feb-2008 13:02  
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looks like ferrochina, sino-tech fibre too already gotten hit by the slump... maybe more to come, who knows.
 
 
jasonrxz
    28-Feb-2008 12:05  
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not truth lei..............................

 

 

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