tag:blogger.com,1999:blog-18183714.post7282998761448383686..comments2024-03-08T20:25:35.963+08:00Comments on Malaysia-Finance Blogspot: SalvadorDalihttp://www.blogger.com/profile/06868577716920232901noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-18183714.post-75462547426256648872007-10-18T20:50:00.000+08:002007-10-18T20:50:00.000+08:00Dear HealthyCorrection,You are right. Bullish lea...Dear HealthyCorrection,<BR/><BR/>You are right. Bullish lead to greed and subsequent regretful(if lost your bet in the correction).<BR/><BR/>Never know when it will set in. They are still some stokists who supporting the H shares call warrants. Once they let off the hook, someone will get the hook.<BR/><BR/>The Asia market showing some weaknesses, esp the regulatory issues in India and China.<BR/><BR/>I tend to be risk averse for now.solomonhttps://www.blogger.com/profile/15373632232861592746noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-70626300792001442622007-10-18T18:00:00.000+08:002007-10-18T18:00:00.000+08:00i would say that now is the time to pause and thin...i would say that now is the time to pause and think of exit. One point to consider would be, Hshares are trading at its peak now and 'long' risks are getting stronger. some of the Hshares cws listed in Bursa are near expiry (2-3mths)and if we anticipate a healthy if not hellthy correction in the coming weeks, it would put alot of these valuations out of place ie some would get nothing in return. Im only afraid that those who go in now may lose their pants off if a recovery doesnt happen within the expiry time frame.<BR/><BR/>A look at some of their price earnings ratio would tell you that the bulls have charged aimlessly northbound. Time for a stop in some waterhole somewhere?<BR/><BR/>Watch, calculate and look before you leap!<BR/><BR/>Ben Graham's 15 steps before deciding to buy would be a good exercise to follow now.hellthy correctionhttps://www.blogger.com/profile/09542869924024288827noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-84569796391279139382007-10-18T11:16:00.000+08:002007-10-18T11:16:00.000+08:00The issuers hedged their position by holding under...The issuers hedged their position by holding underlying mother shrs. don't worry about them losing money. Upfront they already make 15 - 20% from placement.KAMhttps://www.blogger.com/profile/09541969271072972217noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-58661465215228877192007-10-18T10:42:00.000+08:002007-10-18T10:42:00.000+08:00rohit,best two would still be the petrochinas and ...rohit,<BR/><BR/>best two would still be the petrochinas and cnoocSalvadorDalihttps://www.blogger.com/profile/06868577716920232901noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-83387513559372594032007-10-18T10:18:00.000+08:002007-10-18T10:18:00.000+08:00dali,Which H shares structured warrant can still b...dali,<BR/>Which H shares structured warrant can still buy till expiry?Unknownhttps://www.blogger.com/profile/12145401630265492579noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-76238334814360387402007-10-18T09:28:00.000+08:002007-10-18T09:28:00.000+08:00I think the issuer of the CW will do the following...I think the issuer of the CW will do the following for risk management:<BR/>1) Keeping or trading part of the issues<BR/>2) Hedging by buying similar or more attractive options elsewherehakiewhttps://www.blogger.com/profile/12705454328610513059noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-91575762527957458832007-10-18T01:27:00.000+08:002007-10-18T01:27:00.000+08:00I am also curious of the fact that how it will aff...I am also curious of the fact that how it will affect the issuer whether the cws rise or fall in price? how do they get the extra cash to pay off the investors if the cw price goes up? i really hope someone will explain to new initiates like us. recently i bought ioicorp-cw and let it expire. I have still to receive the payout from them. i am supposed to get the difference in the mother and exercise price. would the return be more if i just sold the cw just before it expired? I am heavily involved in the H-shares cws, thanks to the recommendations by Salvatore. I sole some last few days but the price kept going up. I think i will just let it ride and watch them very closely. this is once in a life time opportunity to make bucks. the chances of making more far outweigh the unlikely possibility of losing all. i might even go in some of the laggards like sinopec, shenhua and cnooc.greenbullhttps://www.blogger.com/profile/06631907582019338409noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-52888730481812033472007-10-17T22:06:00.000+08:002007-10-17T22:06:00.000+08:00The HK china cover warrants hve really gone up a l...The HK china cover warrants hve really gone up a lot... I read comments of investors of local cw that they dont make money as the local market is perceived to be more controllable.<BR/>My question is, with all the money that we hope to collect come maturity, wld it be a big dent on the income statement of the issuers?Unknownhttps://www.blogger.com/profile/15690379275642675438noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-58685403920997974492007-10-17T21:09:00.000+08:002007-10-17T21:09:00.000+08:00For H shares structured warrant, I think the excit...For H shares structured warrant, I think the excitement will be for a while. For all the warrants, I like CNOOC-c1 (oil price topical play, cheaper entry than PetroChina call warrant)and SHENHUA-c1 (H shares (HKD 51 is still at discount to A shares = RMB88 per share).<BR/><BR/>Yes, perhaps adopt Ah Seng strategy, a ring fence approach is better thing to do now.<BR/><BR/>This call warrant playswill push up the local market for volumes.<BR/><BR/>But, what is the next theme play? I opined that the oil palm stock will follow suit. Stockists need this to heat up the market.<BR/><BR/>I do some homework, I like TANAMAS (80 something cent). Earning are back (half year RM16million), trading at low PE. I believe interested party would buy up the majority stake soon, if the current management is not up to mark. Salvatore, what say you?solomonhttps://www.blogger.com/profile/15373632232861592746noreply@blogger.com