*Official* MasterLeong Thread

[urameshi_85]

Thanks IBS and ml for the coverage of uol, hkl and uoa

 

[livingston]

Nope. you wouldn't be able to get such information in SG market. These information are market sensitive information thus no one will release such information. So far i only know that SGX will publish daily shares buyback.

Only in US, funds and institution are required to disclose their holdings on quarterly basis

P.S: i might be wrong.. but hey.. we are here to learn from each other

so we cannot know the foreign investment is coming or leaving each day? or weekly , monthly, quarterly or yearly? ( i think malaysia stock do show it)

i notice that the malaysia stock the foreign investment is keep selling for more than 10 billion in last 2-3 week, but the retail is keep tanking.
so i want to know whether the current rise of the STI is due to retail or foreign.
or it similiar to the malaysia condition, foreign keep selling but retail keep tank to push higher?

 

[lbs]

Thanks IBS and ml for the coverage of uol, hkl and uoa

it is not ibs but you dont have to thank me.
i am somewhat denying you the fun of learning it yourself...

 

[MasterLeong]

Thanks IBS and ml for the coverage of uol, hkl and uoa

If u really want exposure to property counters
Should look at capitaland and FCL first
Any other property counter u must compare against these two and ask why the PB lower or higher? The gearing? The assets?

 

[urameshi_85]

Thanks all 3 were filtered out using the cnav method by BigFatPurse. I do have fcl at 18% of my portfolio. Capital land I haven't looked at it yet.

 

[neoartz]

so we cannot know the foreign investment is coming or leaving each day? or weekly , monthly, quarterly or yearly? ( i think malaysia stock do show it)

i notice that the malaysia stock the foreign investment is keep selling for more than 10 billion in last 2-3 week, but the retail is keep tanking.
so i want to know whether the current rise of the STI is due to retail or foreign.
or it similiar to the malaysia condition, foreign keep selling but retail keep tank to push higher?

Hmm i think ML got mentioned that you might be able to get these information from your broker.

Sorry i can't help much as i'm more active in US market and my SG portfolio is mainly on defensive mode (REITS, telco) which requires very little monitoring . Every year just collect dvd from them to offset the drop or losses.

 

[lbs]

Thanks all 3 were filtered out using the cnav method by BigFatPurse. I do have fcl at 18% of my portfolio. Capital land I haven't looked at it yet.

i keep hearing this phrase call CNAV and I can only assume it means stocks that have book value of (current assets - all liabilities - non-controlling equity) > market price? They are call net-net stocks or Graham's below net working capital companies.

i think non of them are net net

 

[MasterLeong]

Cnav no use one
Its simple but not practical
If so easy to huat all who use cnav huat liao

 

[MasterLeong]

I see some bloggers use cnav blindly without studying the company fundamentals

 

[Asphodeli]

so we cannot know the foreign investment is coming or leaving each day? or weekly , monthly, quarterly or yearly? ( i think malaysia stock do show it)

i notice that the malaysia stock the foreign investment is keep selling for more than 10 billion in last 2-3 week, but the retail is keep tanking.
so i want to know whether the current rise of the STI is due to retail or foreign.
or it similiar to the malaysia condition, foreign keep selling but retail keep tank to push higher?

If you REALLY want the info, get a bloomberg subscription

Sent from Sony E6533 using GAGT

 

[MasterLeong]

Telcos good rally, huat ah

 

[Daimon]

I see some bloggers use cnav blindly without studying the company fundamentals

Any recommended books for fundamentals?

 

[MasterLeong]

If you REALLY want the info, get a bloomberg subscription

Sent from Sony E6533 using GAGT

For retail investors
Web bloomberg access is how much?

For physical one with station last time was like 2-3k monthly

 

[MasterLeong]

Hmm i think ML got mentioned that you might be able to get these information from your broker.

Sorry i can't help much as i'm more active in US market and my SG portfolio is mainly on defensive mode (REITS, telco) which requires very little monitoring . Every year just collect dvd from them to offset the drop or losses.

If ownself want to know can go nat library use the BB terminal for free

 

[Asphodeli]

For retail investors
Web bloomberg access is how much?

For physical one with station last time was like 2-3k monthly

Ya but he sounded like he REALLY wanted the daily info or something, even as to pay for the info, so I give him some info to get that info lor lol

Sent from Sony E6533 using GAGT

 

[MasterLeong]

Seems like boat for telcos gone
Huat ah $$$

 

[MasterLeong]

Sti 2980 liao
If break 3000 means 100% boat left port

Those holding 50% cash or more gg max

 

[akwl88]

sti huat with yest dow?

 

[neoartz]

If ownself want to know can go nat library use the BB terminal for free

ML, you quote the wrong person

so we cannot know the foreign investment is coming or leaving each day? or weekly , monthly, quarterly or yearly? ( i think malaysia stock do show it)

i notice that the malaysia stock the foreign investment is keep selling for more than 10 billion in last 2-3 week, but the retail is keep tanking.
so i want to know whether the current rise of the STI is due to retail or foreign.
or it similiar to the malaysia condition, foreign keep selling but retail keep tank to push higher?

Refer to the above reply / quote from ML. Thanks

 

[dolph001]

A RISING TIDE LIFTS ALL BOATS

leaking boats cannot be lifted