Wednesday, April 27, 2011

Watch This Stock Closely

This is about the only ACE stock that I follow closely. Readers will be aware that I have been blogging a few times about EAH. It is basically your usual IT counter with banking solutions and patented active RFID in their arsenal. Nothing very exciting about that, although their level of expertise is a notch or two above the usual run of the mills. The banking solutions team was largely from another more established outfit, which enables them to walk into many offices and bid for projects. Their success rate should be a lot better than the rest of the crowd.Their RFID is in many ways superior to the recently listed Smartag as they have active...

Tuesday, April 26, 2011

Manchester United Forever

This season has not been easy for Man United, all the points were hard fought. Safe to say, this Man United team is nowhere near the quality and polish of the last team that won the Champions League, which is why its all the more satisfying. To score two goals away, Ferguson would have said well done, but after watching the match, it was a shooting gallery, Man United could have put 5 away. Somehow if we only had Ole Gunnar Solksjear, it would have been a foregone conclusion. Still, we worry about meeting Barca in the final, which is why many would be hoping that Real Madrid can dump Barca out. However, if it was meant to be, I think meeting Barca in the final would be a good thing as Man United would be the underdog, and thats a good feeling.Better watch the video before its banned by YouTube,...

Japan, 1 Month Later In Pictures

A sobering yet respectful moment, the need for purpose and determination to carry on. Buddhist monks, Japan Self-Defense Force personnel, firefighters, and other relief workers observed a moment of silence on "Hiyori Yama," or Weather Hill, in Natori, Miyagi prefecture, on April 11, 2011, exactly one month after the devastating earthquake and tsunami hit northeastern Japan. Local fishermen used to climb the manmade hump and decide whether it was safe to fish. (Koichi Nakamura,Yomiuri Shimbun/Associated Press)The picture speaks volume, at her age, did any of her family members survived, if they did not, what is she holding onto. Her thoughts...

Asian Business Blogs

Got this notification through the email. Has to be wary of these things. Yes, its nice to be ranked 50 best business blogs following Asian business, I just hope its not some scheme to divert traffic to their site. Anyway, unless proven otherwise, its a good list of other business blogs, I did check out most of them.http://www.bschool.com/blog/2011/50-best-blogs-for-following-asian-business/50 Best Blogs for Following Asian Business Posted on April 25th, 2011 It's impossible to be involved in international business today without paying attention to the economies of Asian nations like China, India and Japan. These countries...

Monday, April 25, 2011

Was There Really A Global Recovery Since 2008?

There may still plenty of naysayers about the sustainability of the global economic recovery, some might even question if there was even one in the first place. The first portion of the posting highlights the world trade and production volume. The sums have even bettered the peak right up to 2008. The second portion of the posting deals with the performance of global share markets. They have basically kept in line, although India looked terribly overbought. Hang Seng is surging next and could well have more impetus with the debasing of the USD, as more hot money will swing there to anticipate a revaluation, even without that there should be a...

Friday, April 22, 2011

Press Metal Is A Multi Bagger In The Making

The market is holding now, which gives all an opportunity to take money off the table or revise their bets. I have been following Press Metal since its dramatic run up back in December when it shot up from below RM2.00 to hit a high of RM2.80. Thus, it has given me ample time to assess the company. The timing is just about right as well, with the signing of the PPA and the fund raising exercise proposals last week. I am pretty confident that Press Metal could be the best performing stock this year (of course minus all the brilliant penny stocks below 20 sen la).Despite the terrible month of March when all hell broke loose, the stock has been...

Dilbert@Malaysia, Now A Consultant To PEMANDU

click on image for better clar...

Thursday, April 21, 2011

Why Such Strong Reactions To The Email Account Thingee

This is exactly why the government and the advisors ARE NOT ABLE to read the people's desires and wishes properly. Why such a puny project like email accounts for all, can stir up such a vociferous reaction from many quarters, including this tiga-suku? I can come up with cost, transparency, need, "forced down our throats", relevance, expediency, railroaded over, effectiveness, red tape, coercion ... off the top of my head.My comments below will highlight that despite the huge run up in Tricubes yesterday, if they are allowed to charge 50 sen per email, the stock is still undervalued at RM1.00. But I strongly deter any my readers to even participate...

Wednesday, April 20, 2011

Why GE Won't Be This Year

All pundits are trying to assess the ramifications of the Sarawak elections. Was it good for BN? Well, it could have been worse for sure. What about the opposition, did they manage to turn the tide? Many focused on DAP's brilliant victories, hence citing that the opposition only got more Chinese but not the rest. In my mind, there was a nagging feeling that it should be better. Finally somebody did a very good analysis of the voting. I am sure the smarter guys at BN strategy team would have done the same - the results are not good for BN. Despite not being able to deny BN the two-thirds majority, the undercurrents on closer analysis swings for...

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