Stocks Discussion No.4 - 2007
Click the * comments link below to read the updates or
post your stock picks or questions. Note: * = a number
post your stock picks or questions. Note: * = a number
Email this site to my friend >>>
posted by scrt4u @ Monday, April 02, 2007
85 Comments
![[Most Recent USD from www.kitco.com]](http://www.weblinks247.com/indexes/idx24_usd_en_2.gif)
85 Comments:
EVER: seems rebouncing. Stop-1.25 Good luck.
N-park: seems rebouncing. If chase, Stop=tight. Good luck.
MME: this stock is now in an uptrend channel. stop=2.95. Good luck.
what about bland and warrant,mpt ?
Thanks
pau
I suggest EWC. It has an unbelievable P/BV of just 0.3 and if it was not for the 500,000,000baht loss incurred with the SGF promissory note 2006 result would have been 77 satang profit. At current price that is a 4 P/E.
pau, BLAND looks good. stop=0.7 Good luck. As to its worrant, better ask zorro.
MPT: take a look at its two years chart and you can see it's been cooking for quite long. Stop=1.80 Good luck.
beware of EVER. Tomorrow it quotes XR, capital increase is 1:1 at 1baht.Price might be pressed downward by people who need to sell to get funds to buy the new shares.
Should the price go down to 1 baht anyway, be ready to pawn even your shorts to buy every share you can !
gaudente, I appreciate your stock pick. Keep your good suggestion. Good thing come from discussion. I think EWC is looking good. If enter, set stop = 3.90 Good luck.
EWC is from same source as Picnic. What you think you see is not what is really there. What you think you see is what they let you see. If you play, take special care.
HIGH RISK HIGH RETURN
Anyone has any comments on DE SIAM and ASL?
Keng
bland-w1: b&s value now 0.07, not a good bargain
about asl : a few days ago it was mentioned in Bangkok Post asl has a book value of o.94 and is a turn around story.
For your info only!
pau
Wow! N-PARK is a good call! It's up over 25% since our call yestoday. Now move LPP to 0.26 or higher. Enjoy!!!
Answers to your questions:
DE: formed double bottom. Looking a small rebounce. If chase, use tight stop. Good luck.
SIAM: seems rebouncing. Stop=tight.
ASL: it has been vibrating in an uptrend channel. If enter, stop=0.70
TMB: seems preparing to breakout (UP>down) Good luck.
ASP: also start moving up as we expected. Move LPP to 2.75 or higher.
KMC looks very good. The price is going up. BV = 2.54 P/E = 6.677
Keng
To Gaudente,
Your decision to buy 100,000 at 1.00 on 29/03/2007 was great. I seconded your decision on the same day. Now it's up 26%. This is the way to make money.
Move LPP to 1.22 or higher. Enjoy:)
EVER: move LPP to 1.55
SSEC: If you have this stock, lock some profit today, keep a small position for probable remaining profit.
UNIQ: This is a new stock if I am not wrong. It's moved for 4 days. Move your LPP to 2.4 or higher. Enjoy:)
EGCOMP: this stock took out the previous resistance at 104. What's the factor to drive it? If chase, set stop=104.
N-PARK: move LPP to 0.26
TMB: Warming up again. Fasten your belt. Good luck.
HEMRAJ: this stock broke out today. If you chase, set stop=0.92 Good luck.
EPCO: It's been vibrating in a narrow level channel. Now it seems getting ready to break out (up > down). good luck.
just sold my 100,000 KMC at 1.21 .
Very bad news today: they are going to reoffer the unsold shares of capital increase through private placement at a price of 1 baht. I guess that's where the price of this stock is again headed.
EPCO :With my luck, probably down
Newbie
gaudente, congrats. It is very good harvest to have 21% within 5 trading days.
SSEC: your remaining position continue making profit. Move LPP to 1.52 or higher.
N-PARK: it keeps moving up for 5 days. It's up 45% since our call. Seems some resistance around 0.30-0.32. If it can not take out this resistance, lock some of your profit. Enjoy! :)
TNITY: some securities stocks keeps moving up recently. TNITY seems to have some res. around 5.40.
KTP: brokeout its downtrend channel but today's volume and the long handle of the hammer seems a little tricky.
Bland: move LPP to 0.80. Enjoy! :)
LH: brokeout today. If chase, stop=7.20 Good luck.
SSEC: you should take profit today because it hit 1.64 (previous high).
To zorro & scrt4u,
im a newbie in terms of stock trading an am considering seriously about trading on the set. I have bought and sold already with a small profit.
I have followed your blog with great interest over the past few months and really appreciate the tips as im sure the rest of your bloggers do. I also read up the BKK Post daily and esp on monday where they do a forecast where half the time theyre wrong.:)
Now what % of capital do you commit to trading and of that,what weight would you commit to high risk stocks? Being relatively young I am willing to play it med-high.
And how many stock would you recommend a newbie buys at any one time, i know its better to have a spread, but there is a point to how much isnt there? I would guess 5-10 ??
hoping to get off on the right foot
thanks very much guys
DB
Very bad news about KMC
ASSETS SCRUTINY / THAKSIN, FAMILY IMPLICATED
Check on bank's B9.9bn loans
Ampa Santimetanedol
The Assets Scrutiny Committee (ASC) is poised to set up a sub-committee to investigate irregularities involving 9.9-billion-baht in lending by state-owned Krung Thai Bank to property developer Krisdamahanakorn (KMC), a source in the ASC said.
The probe is likely to be headed by ASC member Saowanee Asawaroj who heads a preliminary fact-finding inquiry into the improper lending scheme.
According to the source, the investigation was made possible after the Bank of Thailand lodged a formal complaint with the ASC.
In its complaint, the BoT implicates deposed leader Thaksin Shinawatra, his wife Khunying Potjaman, their son Panthongtae, and former KTB board directors led by Suchai Jaovisidha.
The complaint has been sent to ASC chairman Nam Yimyaem.
Two representatives from the Office of the Attorney-General and another from the Royal Thai Police will also join the investigation. The sub-panel is expected to be formed and call its first meeting next week.
It was alleged that the KTB executive board which was chaired by Mr Suchai approved the loan on the order of Mr Thaksin and the former prime minister's close associates. The money was said to have been transferred to politicians, not to the company for a restructuring programme. According to the source, more charges are likely to be levelled against people implicated as investigators delve into alleged irregularities.
Should you still have it, sell double quick !
thx for congrats scrt4u, but that was just a lucky pick among many other bad ones.
For example two days ago bought 50,000 Fancy at 1.96 . It dipped to 1.80 yesterday . Anyway, at such a price it might be wise to buy another 50,000 on Monday
gaudente, you profited 21% on KMC. Now even it will crash to zero or be delisted, you lose nothing. Your stock picks are always welcome. We can discuss your picks and you have the final say for them.
DB, happy to know you have benefited from this blog. But some people lost money by following this blog. Be cautious.
zorro and I are honest. We try our best to provide the "most probable" profitable stock picks here.
If you are a newbie, I sugggest you gradually increase your amount to invest in Thai stock market.
But remember 3 points:
1. Do not put over 10% of your total amount in one single stock;
2. Always cut loss when your loss is still "Small".
3. Focus on "protection" of your principal. Small loss is allowed but neve allow a big loss.
Note: If you do not invest over 10% of your total money, even the stock crashes to zero, your total maximum loss is only 10%. On stock market there are many opportunities of 10% profit. When you recover 11%, you get back your 10% loss. If you loss 50%, you have to make 100% to recover your 50% loss.
Hope helpful.
Thanks for the newbie info scrt4u,
I will endeavour to take small steps to gain experience.
do you guys seek info from another website, graphs etc, or is it all from the set main site?
how do you dicipher whats hot and whats not? - from volume or blind guesses or trends?
hope you dont mind all the basic newbie questions
cheers
DB
DB, I seek info from SET main site and any other site that could be helpful. Here is the link:
http://thaistocktips.blogspot.com/2006_01_08_thaistocktips_archive.html
RPC: if you have this stock, take profit today. It seems resistance at 4.0. Enjoy! :~)
ESTAR: intresting. Stop=0.36 Good luck.
NCH: breaking out. Stop=tight! Good luck.
ATC: move LPP to 48. Enjoy!
BBL: move LPP to 112
LH: move LPP to 7.20
ahaa quitely re-entered HMPRO 4.96 after smashed 4%, hope it just started making money for me :)
need your view ACL, LALIN, EMC thx!
ueda
ueda, ACL is still in its downtrend channel. Not breakout yet.
LALIN: looks OK, stop 4.4 Good luck.
EMC:looks rebouncing. stop=2.80 Good luck.
TRAF: wow! what happened to this stock. Could PICNI do the same? Good luck! :~)
traf: as far as i remember traf had a share reduction and capital decrease/increase. the stock price is up but due to the lower number of shares one holds it is more or less the same value.
D1: interesting. stop=1.2 GL
SOLAR closed all time low & will dive further, beware!
Solar depends a lot on Government expenses. Maybe the new "sufficiency economy" has cut subsidies for solar plants.
hi, can pls have an update on MME, CSP and NWR, all in the red but less than 10%.
many tx
notaclue
scrt4u
do you think there will be a Sell Off in May like Sell in May and Go Away?
wut
nwr: good support at 0.6, hold and use as stop.
mme: uptrend since january was broken earlier this month, better to sell.
csp: at alltime low, if it drops a bit further I would cut loss.
nobody answer to my question
if you were farangs prepare to do Sell in May and Go Away, I beg you don't do that to SET, it already is badly hurt and too cheap
wut
I thought some foreigners have already started to do that earlier not in May so you don't have to worry much, most people have nothing to sell with profit and most have cut loss starting frm today.
Hui
They already sold before May and Go Away
nobody home
What are your thoughts on EPCO, seems to have been cooking for about 6 months...what do you see in the crystal?
UK
sorry this blog is close, nobody's home
any comments appreciated about Theco.stpi,apure,Bland,Picni,perm.
Thank you !
Pau
SAFARI wow what happened?
up 90% in the last 3 days.
how high will it run?
i will travel oversea and be back beginning of next month. packing my bag right now so can't give any comments.
good luck with the trading.
those who still keep on selling Gsteel, one day you will feel sorry selling at this price
I think KTB has been oversold on rumours about FIDF offloading its shares, so what even if it does, the fundamentals remain the same, and it has a divident yield of 4.5%. TSTH (Tata steel) is another good pick as steel prices have been now going up, i have started to accumulate both these stocks now. Tata of India bought TSTH at price of 1.15 so whats the worry?
KM
APURE, BLAND, PICNI: AVOID ! Those are not stocks, but hygienic paper !
ASP and Barclays deal.
Barclays Capital have an office here and are active in the debt market, BUT if my memory serves me right they also have a dormant SET brokers license which they acquired when they bought whoever it was they bought to get the debt license. SO, why would they stay with the ABN/ASP deal if they have an office and a SET seat here. They will either transfer to BARCAP or if that is not the strategy close ABN office here. Either way it looks like a loss of ABN's volume for ASP, but then again, how much volume are ABN (the dead broker that refuses to die) actually doing?
KTB has been sold on rumours of increasing NPL but this morning sources said the said NPL was the debt from one public enterprise under the guarantee of the Min. of Finance. Once the reimbursement of cash made by this public enterprise from the Min. of Finance, the fund would be paid to KTB, and then the NPL would be diminished immdly. However, KTB is much better than BAY, or SCIB or even SCB or BBL in term of yield and current market price.
Gaundente, what would you recommend short term as scrt4u has disappeared and zorro not here till next month?
any comments on
EVER in uptrend
TMB looks good
Bought BGH @37.25 lets see. BH has gone up, betting on this one now.
KM
Just came back from holidays.
Hope you have been trading very well!
EVER: it's up over 50% since our call when it was only 1.50. Move LPP to 2.0 or higher.
TMB: move LPP to 1.75 or higher.
Theco: in uptrend.
stpi: Moving upward slowly.
apure: broke out on 24/04/2007. If it can not hold above 1.25. RP or exit.
Bland: has been in an uptrend since 02/04/2007. It seems some resistance around 0.95. RP or exit if 0.90 support breaks.
Picni: looks cooking. Because it is only 0.27, even one setang up or down has big percentage impact on your position. Be cautious! Good luck.
perm: in an small up trend. stop=1.15 Good luck.
PAE: broke out. If chase, set stop=1.35 Good luck.
LIVE: brokeout 1.8 on 24/04/2007 and stayed above it for 3 days. Chase or not is up to yourself. Good luck.
welcome bac scrt4u,
im glad youre back, we need more tips :)
any comments on PAE,ASL,BT,SYNTEC,TRAF
cheers DB
To DB,
PAE: pls read my post above.
ASL: it looks lik a flog-pattern waiting for breakou - upward or downward. If 0.64 is a real support, then you can try your luck.
BT: It's now a falling knife.
Syntec: If 0.95 can hold it, then chase it with tight stop.
TRAF: wait and see.
to scrt4u thanks for your comments.
What about Stec-w2,Tgci,Bcp-w1.
Since abou two weeks why is part of your www2.blogger.com in Thai only or is it just me ?
Thank you
pau
scrt4u, is EPCO still friendly?
UK
pau, for advice on warrant, you'd better ask zorro. In a TA view, I guess:
Stec-w2: It's forming a "flag" waiting for breakout (up or down). Wait and see.
TGCI: looks like a puzzle.
BCP-w1: seems there is some support around 2.10. If this support breaks, RP or exit.
Our blog is in English only. What you got in Thai language is because of Google's automatic translation.
UK, I guess EPCO is still friendly.
KTB's EPS equaled TPIPL, is better than SCIB's and BAY's, but price is lower than every stock mentioned, Sell or Hold
KTB: If it can not stay above 10.50, sell. My blind guess only.
Good luck! :)
ASIA: brokeout. If chase, use tight stop. Good luck.
MCOT: brokeout. If chase, set stop = 26 Good luck.
MCOT: it's a good chase. Move LPP to 26.5 or higher.
EMC wow, LPP?
PT making a run also.
looks like a mixed day thou.
BTW, I also get thai script, only on the comments page.
EMC: move LPP to 3.5 Enjoy! :)
BH: this is really a good and stable stock. Move LPP to 49 or higher. Enjoy! :)
CP7-11: this stock brokout its downtrend channel. Move LPP to 7.20. Next res. around 8. Good luck.
NNCL: looking interesting again. If try, set stop=2.8 Goodluck! :)
UCOM: we called this stock as follows:
-----------------------------------
At Thursday, January 18, 2007 3:39:00 PM, scrt4u said...
UCOM: looking rebouncing. Stop=30 or a little lower.
-----------------------------------
Now UCOM is already up over 180%. This is achieved within 4 moths. Not bad! :)
EMC: move LPP to 3.6 or higher. Enjoy!
This thread is closed. Please post your picks and questions at Stocks Discussion No.5 - 2007.
Post a Comment
Subscribe to Post Comments [Atom]
<< Home