Thursday, November 15, 2007

IOI集团首季净赚4.5亿


马来西亚IOI集团董事主席

(吉隆坡15日讯)原棕油价格飙涨激励,IOI集团(IOICORP,1961,主板种植)08财年首季,种植业务按年劲扬1.34倍,录得3亿9750万令吉盈利,净利激扬77%至4亿5152万令吉。


IOI集团发表文告指出,原棕油去年平均价格为每公吨1483令吉,但在则高涨至每公吨2473令吉。

“集团业绩表现主要贡献来自种植业务,激增134%至3亿9750万令吉。”
截至9月30日08财年首季,IOI集团营业额年增64%至31亿2274万令吉。
“预计旗下所有业务将持续增长,尤其是以原棕油价目前上扬趋势,相信种植领域将获益不浅。”

去年,随着中国及印度对油的需求大增,原棕油价已飙涨高达77%。
因此,IOI集团冀可在大马或印尼物色更多土地,以进一步发展种植地。
目前市值约440亿令吉的IOI集团,是马股市中市值最高的公司;但预计该地位很快会被在本月底上市的联合动力(Synergy Drive)取代。

产业净利8011万


IOI集团执行董事李耀祖向《路透社》指出,以目前原棕油走势及需求未有减少的迹象,预测08财年可获理想盈利。
文告指出,除了归功原棕油价格冲高,IOI集团旗下业务表现也甚理想。

商用及高档住宅产业的需求强劲,带动IOI产业(IOIPROP,1635,主板产业)营运盈利也扬37%,录得1亿970万令吉。

IOI产业首季营业额达2亿547万8000令吉,净利为8011万4000令吉,按年扬40.1%。
IOI集团正积极寻找收购对象,尤其是私人企业,同时,也大量投资在美国及印尼,作为扩展业务的计划之一。


































IOI集团第1



IOI产业第1



项目



季度



波动(%



季度



波动(%


30/09/2007


30/09/2006


30/09/2007


30/09/2006



营业额(令吉)


31亿2274


19亿339


+64


2亿548


1亿3560


+51.5



税前盈利(令吉)


6亿2825


3亿3874


+85.4


1亿887


7747


+40.5



净盈利(令吉)


4亿5152


2亿5567


+76.6


80114000


55526000


+44.2



每股派息(仙)


7.37


4.22


+74.6


24.64


17.10


+44

Thursday, November 8, 2007

<成為富翁的七堂課>



1.不人云亦云,自己做功課

菜籃族主婦也是從閒聊開始,才能成為理財至尊。就算閒聊,也要言之有物才行,不要光聽別人的理論,自己出來當主角吧,想成為主角,就得先學習才行,理財的第一步非常重要,有好的開始,才能走得穩。 相同的信用等級,有人能貸到房價九成的貸款,有人卻連七成都貸不到,知識就是力量,未婚女性不要再將薪水交給父母保管了,應該開始對投資理財下功夫。

2.經驗愈多、愈早開始愈好

經驗是最佳的良師,只不過學費太貴了,特別是理財現場的經驗,大概都有致命性與衝擊性,業餘投資者的冒失行動,簡直跟自殺沒兩樣。 投資理財的初期經驗,大都很苦澀,就算運氣好,賺了一筆,也無法維持長久,不必因此感到害怕,因為投資失利是不能避免的事。只要多累積經驗,有一天就會成為高手,經驗多的人,比算命師更靈光。 在投資理財上,經驗是多多益善,也是早早益善,這一點,對於較早踏入社會的女性來說較有利,理財的最佳良師,就是經驗。早點受痛,早點恢復,總不能等到老了,才拿老本來冒險。 女性投資者,最好從股市投資開始,不需要大錢,也能夠累積理財經驗,再接觸相關理論的話,一定能找到最適合自己的投資法。

3.早一天開始,多滾一天錢

人生似長實短,快點開始吧。二十到三十歲期間,與其單戀某人,還不如和理財談戀愛,出發點決定未來理財的勝負,但這個時期的女性,大都把錢花在治裝費等開銷上,不會想到晚年生活,這實在是一大錯誤。年輕時就要著手理財,才會有幸福的晚年。 時間所剩不多了,躊躇的瞬間,幸福的晚年又更遠一步了。舉例來說,每月固定儲蓄100萬韓元(約新台幣3萬5000元),以年報酬率8%,複利計算,十年後可領回1億8300萬韓元(約新台幣640萬元),如果是二十年,則高達5億8300萬韓元(約新台幣2000萬元),這就是複利在長期投資中所演出的驚人魔術。

4.情報是關鍵,要廣結盟友

保險公司理財顧問朴美子的成功秘訣,在於以富人為對象,成功賺取巨額的保費佣金,而她的顧客也會將一些不錯的房地產情報,提供給她,K銀行分行的金總經理,就是其中之一。 某天,金總經理向她推薦一批即將成為法拍屋的房地產。因為金總經理居中幫忙,她沒有投入大筆資金,就以最好條件取得銀行貸款,在2002年冬天,以低於市價三成買進一間房子,三年後,獲利超過4億韓元(約新台幣1400萬元)。 後來,金總經理又陸續介紹了幾間房子給她,一直到現在,她的富翁情報網中,還有許多類似的交易。 在房地產方面,直接帶著點心去附近的房仲店看看吧,不要只有在想租房子或買房子時才去。也千萬不要為了仲介費跟業者打壞關係,捨不得小錢,將來可能壞了大事。很多房地產首富,都會支付比法定仲介費高出三、四倍的錢,這是為未來鋪路,只要業者站在自己這邊,將來想脫手,成交機會就大增,價格也較有利。 對新聞也要抱持敏感性,凡是和投資對象有關的景氣、政策消息,一定要求知若渴地打探。只要稍微用點心,新聞就是最好的情報員。

5.耐心投資,不看短期勝負

故障的手錶,一天中也會有兩次對上正確的時刻,只要耐心等候,機會總會到來。富翁不會把勝負賭在短期投資上,他們選擇的投資,現在或許看不到利益,但是總有一天會發光發熱。 理財要集中在熟悉的領域,但不可孤注一擲,如果過度傾向於其中某一方面,一定會發生問題,要集中在某一領域,但細部要分散投資,這才是聰明理財的關鍵。

6.死命存錢,積存投資本金

錢,就要靠錢來滾。只要能達到特定規模,不需要太多努力,就能靠錢滾錢,愈滾愈有錢。錢有自我複製能力,數量愈高,賺回的金額也愈多,金額變大了,得到的優惠與機會也更多。 想積存資金,第一階段就是無條件存錢,埋頭苦存,要把收入的大半,拿來存錢,盡可能不用信用卡,若有高利率負債,先還清債務再存錢。 愈沒有機會接觸社會的女性,愈需要積存資金。男人啊,不管怎樣,都有很多辦法可以賺錢,但是資金對女性而言,卻是爭取經濟自由最基本的生存武器。

7.跌到膝才買,漲到肩就賣

遵守本分最重要的是,就是控制貪念,牢記「跌到膝蓋才買入,漲到肩膀就賣出」的格言。但在最好的範圍內,需要冒點不可避免的風險,房市、股市都是如此,當別人奮不顧身投入時,自己保持不動如山,那才是道行高深。螞蟻大軍行動之際,能撈到的好處就十分有限,唯有反其道而行,才能看到錢的蹤影。

US stocks fall sharply, dollar at fresh lows



US stocks tumbled overnight as a probe of the home loan industry by New York's attorney general drew in the country's biggest mortgage finance companies and Washington Mutual Inc warned the housing downturn would extend well into next year.

Indexes extended their slide late in the session, pushing the Nasdaq down 2.7 percent, its worst daily percentage decline since the China-led sell-off of stocks on February 27.
Adding to the market's worries, the dollar fell to a record low against the euro after China signalled it may want to diversify its $US1 trillion-plus foreign reserves.

New York Attorney General Andrew Cuomo said his office was sending subpoenas to government-sponsored mortgage finance companies Fannie Mae and Freddie Mac as part of a probe of the home loan industry.

Washington Mutual Inc, the largest US savings and loan company, said the housing slump will persist through 2008, loan losses will rise and mortgage lending will fall to an eight-year low. Washington Mutual was also a focus of Cuomo's investigation.

"It seems every time there's any significant new headline that relates to the mortgage mess, that gets people spooked and the selling really starts to accelerate,'' said Eric Kuby, chief investment officer of North Star Investment Management Corp. in Chicago.

The Dow Jones industrial average sank 360.92 points, or 2.64 percent, to end at 13,300.02. That drop matched its percentage decline of Oct. 19, the 20th anniversary of the 1987 stock market crash.

The Standard & Poor's 500 Index lost 44.65 points, or 2.94 percent, to 1,475.62 - the index's worst percentage drop since August 9, when French bank BNP Paribas spooked global markets by freezing three funds due to subprime fears. The Nasdaq Composite Index slid 76.42 points to 2,748.76.

Cisco and AIG off lateAfter the close, shares of Cisco Systems and American International Group Inc declined following their results.

Network equipment maker Cisco shares fell 9.2 percent to $US29.75 in extended trade on concerns about its outlook. On Nasdaq, Cisco fell almost 4 percent to close at $US32.75 ahead of the earnings report.

Insurer AIG's shares slipped 3.4 percent to $US56 after hours as it reported a profit that missed estimates. On the New York Stock Exchange, AIG had closed at $US58.00, down 6.5 percent before the earnings report.

WAMU'S wild ride down

In regular trading, Washington Mutual's stock dropped 17.3 percent to close at $US20.04 on the New York Stock Exchange. Earlier, the stock plummeted to $US19.72, its lowest level since July 2000.

Tuesday, November 6, 2007

Invest in a woman


Invest in a woman

It's a great fortune to invest your time in a woman, especially a good woman. If you are an experienced man, you would certainly agree with me.

Women are peculiar species. If you have succeeded in conquering her heart, she will ceaselessly sacrifice for you till the end of your life.

Just think over, you just spend a little of your time to go out for dinner with her, watch a movie or give her a simple gift, or say a few words to touch her heart or you promise her that you will bring happiness till the end of her life, or take time to help her kill some cockroaches in the kitchen, or sometimes spend some efforts helping her to carry some heavy stuff, or to open the car door for her. Continue to do all the above things and care for her well-being for 2 to 3 years to come……..

What do you get in return?

You will be amazed to find that you have a woman whom would continue to care for your well-being for the rest of your life. She will wait for you at the door steps with a naïve and sweet smile each time when you meet her (of course, you don't get the sweet smile when you are arguing with her), nevertheless, she would still prepare a warm dinner for you after the heated argument has faded away…

The greatest of all things she has done for her life, is to give birth to your child (of course, the unbearable pain need not be mentioned here)… She would continue to care and feed the child that carry your surname for many years to come no matter how naughty your child would be.

On top of that, she also does the thing you that hated the most, i.e. doing housework, washing your clothes, sleep your child and tossing alone in the bedroom waiting for you at night for your return. For some of you, you would rather spend some time drinking with your friends at the bar and telling her that you have important assignments in the office, letting her to wait for your return in the living room till the wee hours of the morning …

When you are down, she will be the first to encourage you. When you are happy, she would be the first to feel for your happiness before you open your mouth to tell her by looking at your face. When you achieve some good results at work or assignments, she feels the happiness with all her heart and pray to God to protect and bless you with more successes in the future.

Despite all the above, you repay her by asking her to talk less and tell her not to bother your work. You ask her to sleep when she wanted to spend some precious time with you sharing with some simple happenings of the day. Sometimes, you are too proud to take her out when you are out with your friends. Can you feel that the suffering that she has to endure for the next 30 years of her life staying with someone like you?

And for men, for the next 30 years, what do you do to repay her gratitude; you are only capable to continue to do what you know…….to work

Please continue to appreciate the woman of your life….

If you noticed that if there any women whom start to show some sacrifices to you, your door to the days of happiness has opened before you ….

Please grab the opportunity to share the happiness with her and help her to be the man of her dreams….

p/s: Do show this to your husband or boyfriend

经济短讯!




周一美股跌逾51点


由于投资者更为关注恶化的房屋市场,以及花旗集团警告仍可能要为次按业务拨备数以十亿美元计资产,令投资者忧虑信贷危机会加深下,导致周一的美国华尔街股市收市偏低。


道琼斯指数跌51.70点或0.38%至13,543.40点,该指数一度曾下跌约150点,过后,在投资者趁机追逐廉价股下,跌幅才稍微收窄。


标普500指数收市微软7.48点或0.50点挂1502.17点,至于以科技股为主的纳斯达克指数收市下滑15.20点或0.54%至2795.18点。


欧洲股市纷纷下跌


在花旗集团可能为次按业务拨备更多资金,加上美国房屋市场恶化,造成周一的欧洲股市纷纷下跌。


伦敦富时100指数收市挂6461.40点,跌69.20点或1.06%,德国DAX指数跌41.94点或0.53%至7807.55点,法国CAC指数降35.80点或0.63%报5684.62点。


令吉兑主要货币跌多涨少


令吉于今日中午兑换美元的汇率疲弱,由于在良好贸易数据的激厉下,使到令吉在开市时向上挺升。


在中午12时,令吉兑美元的汇价由昨日的3.3500/3545令吉跌至3.3510/3540令吉。
据一名女交易商称,投资者有信心国内的正面经济表现会促使令吉扬升。


大马9月份的贸易盈余较前期8月份增29.9%,由88亿1000万令吉挺至114亿5000万令吉。
令吉在兑换新加坡也告下跌,由昨日的2.3078/3125令吉滑至2.3096/3125令吉,不过,在兑换每百日圆的汇率却挺升,由2.9240/9287令吉增至2.9215/9249令吉。


至于令吉在兑换英镑时,其汇率由昨日的6.9787/9891令吉扬升至6.9751/9827令吉,在兑欧元的汇率中,其价格由前期的4.8481/8556令吉缩至4.8526/8579令吉。


纽约美元汇率挺稳


另一方面,在美国服务业的成长较预期中佳,使到周一的纽约美元汇率在兑换英镑与欧元时挺升。


美元在兑欧元的汇率中,由上星期五的1.4502美元涨至1.4471美元,在兑英镑的汇价,由2.0890美元增至2.0806美元。


股友套利隆股早市趋软


投资者对选择性蓝筹股,特别是银行与种植股套利,导致周二早市的吉隆坡股市趋软。
据一间本地证券行称,预料主要重量股会持续下跌,特别是在过去两个交易中,股价已涨了25%的股票。


亚欧美证券行在其一项研究中告其投资者称:“那些期待股市在短期内能获得技术性回弹的短期投资者也应谨慎行事。”


在今早的交易中,隆股综合指数在1380.43至1329.91点之间徘徊。


金融指数跌63.92点至10,849.10点,工商指数微涨10.80点,富时大马全股项指数跌13.11点、
富时大马次板指数跌11.98点至7065.46点,而富时大马自动报价市场指数微落2.34点至6486.47点。


上升股345只,下跌股353只,273只平盘,369只无交易,有5亿零501万9600股易手。

From: chinese.cari.com.my

受中港两地暴泻波及 亚太股市大唱满江红




(吉隆坡5日讯)

在美国次按风暴再度成为焦点之际,中国总理温家宝在谈话中表示,中国人民可自由到香港股市投资的计划可能被展延,使到周一的亚太股市雪上加霜,在收市时几乎溃不成军,特别是香港与中国上海指数,前者跌幅甚至大跌超过5%。

尽管中国石油A股今日上市首日开盘较每股发行价16.7元大幅上涨1.91倍,但未能刺激大盘走高,而金融股及其他蓝筹股均下滑,更拖累大盘连续第三日低收。沪综指最低下挫3.02%,收报5634.45点挫2.48%;深综指收377.2点,下跌0.68%。

沪深300指数收报5360.31点,下挫2.06%。上证B股指数跌0.26%;深圳B股指数跌0.41%。两市总成交额增至1938亿5400万元,但中石油已占总成交的699亿9000万元。

在香港方面,由于温家宝暗示,中国有需要研究这项投资对中国与香港市场所带来的冲击,以及在实施这项政策前,以制定法律来管制金钱流出内陆,因此有关政策可能遭展延,而导致港股在收市时蒙受重创。

港股在下午4时收市时,其恒生指数狂泻1562.02点或跌5.01%,使指数跌破3点水平,以28942.32点低收。

长实收市报132.8元,跌7.8元;和黄挂86.95元,跌3.6元。
银行股汇丰控股挂145.9元,跌2.4元;恒生报144.2元,跌3.7元;中银香港挂20.75元,跌1.3元;东亚报49.4元,跌5仙。

中国移动挂141.6元,跌10.6元;港交所,跌16.6元;中国人寿挂47.8元,跌2.4元。
由于台湾明年3月份的总统选举后,在中国投资的条规有望更加自由,导致台湾股股市今日收市逆流而上。

加权指数收市涨35.50点或0.4%,以9308.60点报收。
美国次按风暴再度令人担心,造成东京股市下跌1.5%,创下7个星期来新低。
日经225项平均指数急跌248.60点挂16268.90点。

另一方面,新加坡股市收市也告滑跌,其海峡时报指数狂跌45.14点或1.21%,以3670.18点低收。

韩国股市微跌3.58点或0.18%至2015.76点,印尼雅加达股市落58.14点或2.14%至2652.49点,澳洲股市急跌106.60点或1.58%挂6620.10点,至于菲律宾股市收市却向上挺升,涨15.84点或0.42%至3774.81点。

Monday, November 5, 2007

STI 年底能冲破4000点吗?



1997年6月
东亚金融危机开始, 区域货币和股市狂泻, 新元7个月内大跌28%, 海指重挫60%.


1998年9月
海指跌到800点, 这是1987年12月来的最低水平.


1999年7月
SESDAQ泡沫破裂, 低价股多个月来的繁荣结束, 造成海指的复原期中断.


1999年11月 - 2000年2月
市场对DOTCOM和科技股狂热, 股票如创新科技激升至每股$69.50新高. 海指也在2000年1月攀新高,以2582点收市.


2001年9月
恐怖份子摧毁美国世贸中心 (World Trade Center), 全球金融市场饱受震荡.


2003年3月
尽管新加坡经济不稳定, 海指仍从谷底回升.


2007年8月
美国次贷危机中断新加坡史上最长的牛市, 海指3个星期内大跌20%.


2007年10月
中国资金有望流入新加坡市场, 海指重拾涨势.




Singapore Stock Exchange Center

就算年底不能冲破4000点, 但明年也是会冲破4000点!

只是时间上的问题而已!

Buy or Sell?



Nov. 5 (Bloomberg)

Asian stocks fell after Citigroup Inc. said it will increase writedowns by as much as $11 billion and Chinese Premier Wen Jiabao signaled plans to allow citizens to invest in Hong Kong shares are on hold.

SGX
3,647.87
-45.14
-1.21%

KLSE
1,382.36
-13.92
-1.00%

HSI
28,942.32
-1,526.02
-5.01%


Today the stock market down even Dow Jones (NYSE) up 27.23 or 0.2% last Friday.

Isn't another chance to buy in?

Problem:
- Sub-Prime
- Oil Prices hits new high $95 a Barrel
- China & HK Hang Seng stock market too "hot"
- USD hits record low

Comment:
My answer: YES!
For me, any time is a "buy in" chance b'coz I'm a long term investor.

Sunday, November 4, 2007

Future Malaysia (2)


20. Menara Commerce (CIMB)


21. TAMANSARI RiversideGardenCity


22. TAMANSARI RiversideGardenCity


23. TAMANSARI RiversideGardenCity


24. The PARADIGM - Kelana Jaya (LDP) by WCT Land


25. YTL HQ Building - Jalan Bukit Bintang


26. YTL HQ Building - Jalan Bukit Bintang


27. EMIRATE GLOBAL CENTRE - Jln Conlay


28. EMIRATE GLOBAL CENTRE - Jln Conlay


29. WorldWide Tower


30. GRAND HYATT HOTEL KL - Jln Pinang


31. BOLTON Residency


32. BOLTON Residency


33. Plaza Rakyat


34. PJXchange


35. PJ8


36. VERVE SUITES @ BKT KIARA

Comment:

Possible?
Yes! But ...

Future Malaysia (1)


1. Sungai Besi Hub


2. Four Seasons Center


3. KLCC


4. Bukit Bintang - Pavilion


5. The Gardens


6. Tropicana City - Shopping Center&Condo


7. SolarisDutamas @ Mont'Kiara (SOHO KL)


8. Berjaya Central Park@Jln Ampang/Jln Sultan Ismail


9. Services Apartment - The Avare


10. Services Apartment - Abodis


11. Services Apartment - Abodis


12. Hampshire Place Residences


13. Empire Tower


14. Services Apartment - The Binjai


15. Ampang Park Citibank


16. Ampang Park Nikko Hotel


17. The ICON KL@Jln Yap Kuan Seng/near KLCC


18. ONE KL RESIDENT


19. DUA RESIDENCY

To be continue ...