tag:blogger.com,1999:blog-18183714.post4947033052953617493..comments2024-03-08T20:25:35.963+08:00Comments on Malaysia-Finance Blogspot: SalvadorDalihttp://www.blogger.com/profile/06868577716920232901noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-18183714.post-91025860417930212542007-10-26T22:07:00.000+08:002007-10-26T22:07:00.000+08:00Hi Dali,i subscribed, rcvd 2lot & sold them on 1st...Hi Dali,<BR/>i subscribed, rcvd 2lot & sold them on 1st day. Siao lah our mkt.<BR/><BR/>my osk broker gave me a spreadsheet to calc fair value of hkexc4 & zijin based on exchange rate, ex.price, m um share price. even at today, both showing a premium in excess of 300% !??? is that right?tcg82https://www.blogger.com/profile/09976451270022215032noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-20636866212940995912007-10-23T13:56:00.000+08:002007-10-23T13:56:00.000+08:00dali,Yes, there is likely to report write off but ...dali,<BR/><BR/>Yes, there is likely to report write off but since the banks are off the high, there is quite a priced into the current level. May be wait for the result and re-evaluate from there. Thanks anyway.sopskysalathttps://www.blogger.com/profile/18397095388809196477noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-32908056333883346682007-10-23T13:34:00.000+08:002007-10-23T13:34:00.000+08:00Today the premium of Zijin and HKex warrants by OS...Today the premium of Zijin and HKex warrants by OSK touched 70%. This despite a drop in Zijin share price in HK today. Syndicates are in to "goreng" these buggers. Subsequent drop will be very painful. But for the short term, what the heck? If you bought Zijin warrants in HK yesterday, you lose money today but if you bought Zijin-C1, you make money!!! Just beware of the T+4 thingy!廖福深https://www.blogger.com/profile/04645987788451264153noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-23279629412764515562007-10-23T12:19:00.000+08:002007-10-23T12:19:00.000+08:00sops,not now for banks, now is not an environment ...sops,<BR/><BR/>not now for banks, now is not an environment which is good for banks as the subprime and CDO blowout may have aftershocks and banks are still feeling if there are further shocks in their exposure down the road.... not now.SalvadorDalihttps://www.blogger.com/profile/06868577716920232901noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-7517668969174905802007-10-23T11:48:00.000+08:002007-10-23T11:48:00.000+08:00Just want to say, will there be enough catalyst to...Just want to say, will there be enough catalyst to run up the regional big banks? Tkssopskysalathttps://www.blogger.com/profile/18397095388809196477noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-46838409052620724182007-10-23T11:45:00.000+08:002007-10-23T11:45:00.000+08:00Hi Dali, You are astute in identifying the catalys...Hi Dali, <BR/><BR/>You are astute in identifying the catalyst in H-Shares, thus recommending the purchase of warrant in KLSE. <BR/><BR/>What about those of asia bank such as DBS, MAybank, UOB, etc? Will they be handicapped by any CDO exposure? As reported, DBS does hold some US$2 over bil of CDO. But that is only a small fraction of the market cap.sopskysalathttps://www.blogger.com/profile/18397095388809196477noreply@blogger.com