观察成交量追踪大鳄的实战经验！

hdcyng

我是留意到它2010年12月10日的异动才买进的，后来dali发表MBB可能买BIMB的“利好消息”更坚定了我认为它会炒的信心。

EON Cap, BIMB, MBSB up in early trade
December 10, 2010
KUALA LUMPUR: The market started off on a strong note, with the benchmark FBM KLCI up more than three points.
EON Cap, BIMB - which owns Bank Islam - and MALAYSIA BUILDING SOCIETY BHD [] were among the gainers on expectations of fresh news flows and mergers and acquisitions.

http://www.investalks.com/forum/viewthread.php?tid=5110

2010年12月10日当天，我回看成交量发现20-Jan-10， 8-Apr-10， 28-Jul-10，4-Oct-10，10-Nov-10 都有大鳄的鳄踪。
更重要的是， 大鳄的成本在RM1.18-RM1.44只间。
去Bursa Web看见该股的业绩在上升当中，再加上dali的分析。
终于在一小时内决定RM1.35是我进场的价位！今天闭市RM1.90.
20-Jan-10， 8-Apr-10， 28-Jul-10，4-Oct-10，10-Nov-10 这些日子都是大鳄推高成交量，然后在之后成交量和价格下滑后开始累积收票的高峰。
累积收票的时候，大鳄在市面上吃不到量的时候，就会在价量方面推高，然后乘机收票！
以上只是个案，不一定适合全部股项。
他的条件是Tabung Haji, PNB, EPF持有大量的股票。再加上平常的成交量并不大。

http://www.investalks.com/forum/ ... 3&goto=lastpost

etking

希望股东不会是为了炒高而发布假的和拼消息　

Niclex

楼主是做这行的哦？
我读business的~连看都看不懂..

hdcyng

楼主是做这行的哦？
我读business的~连看都看不懂..
Niclex 发表于 7-6-2011 01:09 PM

    看这里
http://www.investalks.com/forum/viewthread.php?tid=7725&extra=&page=1

hdcyng

希望股东不会是为了炒高而发布假的和拼消息　
etking 发表于 6-6-2011 09:43 PM

    大股很多天前就说不买Bank Mualamat了。

hdcyng

希望股东不会是为了炒高而发布假的和拼消息　
etking 发表于 6-6-2011 09:43 PM

   

Company Name	:	BIMB HOLDINGS BERHAD
Stock Name	:	BIMB
Date Announced	:	08/06/2011

Type	:	Announcement
Subject	:	DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) DEALINGS OUTSIDE CLOSED PERIOD
Description	:	PursuanttoChapter 14.09(a) of the Listing Requirements of BursaMalaysiaSecurities Berhad, we wish to inform that the followingDirector ofBIMB Holdings Berhad ("BHB") has given notice of his dealingin theOrdinary Shares of BHB.
Announcement Details/Table Section : Name of Director Date of Acquisition No. of Shares Acquired Price Per Share % of BHB Issued Capital Salih Amaran Jamiaan 8 June 2011 10,000 (Deemed interested in the shares held by spouse) RM1.93 0.0009 8 June 2011 6,000 (Deemed interested in the shares held by Addition Consulting Sdn. Bhd.) RM1.93 0.0006 Notice received on 8 June 2011.

BIMB — Trading below fair value

BIMB Holdings Bhd
(June 7, RM1.85)
Not rated at RM1.90 with fair value of RM2.30: The last few years havebeen busy for the new management at BIMB Holdings, which has had todeal with losses and legacy financing problems at Bank Islam, which hasseen two rounds of capital injections over the past five years.Alongside a corporate rebranding of Bank Islam and Syarikat TakafulMalaysia, BIMB Holdings is poised once again to stamp its mark as oneof the country’s leading Islamic financial institutions. While thestock is “not rated”, we value BIMB Holdings at RM2.30 on asum-of-parts (SOP) basis, offering a 21% upside from its current shareprice.

Bank Islam’s value proposition is in its: (i) status as the thirdlargest Islamic bank in the country with 117 branches and 968self-service terminals; (ii) turnaround story with the bank on a muchstronger financial footing than before (risk-weighted capital ratio of16%); (iii) very under-leveraged balance sheet whereby itsfinancing/customer deposit ratio currently stands at just 51%; and (iv)enviable deposit base, with current account and savings accountaccounting for 44% of total customer deposits as at end-March 2011,against just 24.9% for Islamic banking.
Furthermore, with competition heating up in the domestic Islamicfinancing sphere, we would not rule out future shareholding changes atthe bank, presently a 51% subsidiary of BIMB.

Takaful Malaysia’s value proposition is in its: (i) profitable Islamicfamily and general takaful divisions; (ii) family and general takafullicences in Indonesia; and (iii) cheap valuations — at its currentshare price of RM1.90. Takaful Malaysia trades at a 22% discount to itsbook value of RM2.55 as at end-March 2011. Insurance companies such asAllianz Malaysia and Kurnia Asia trade at an average price-to-bookvalue (P/BV) of 1.5 times.
Its SOP value of RM2.30 has a 21% upside. In valuing BIMB Holdings on aSOP basis, we have ascribed a P/BV of 1.5 times to Bank Islam, which webelieve is reasonable given projected return on equity (ROE) of 12% to13%, and a P/BV of one time to Takaful Malaysia. Assigning a P/BV of1.5 times to the insurance unit in line with industry peers would liftBIMB’s SOP value to RM2.50 per share. Annualised, BIMB trades at aprospective 2011 price-earnings ratio of 9.9 times and P/BV of 1.2times, for an annualised ROE of 12%. Trading below its fair value, BIMBcould be an M&A proposition either on its own, or through BankIslam or Takaful Malaysia, in our view, particularly with intensifyingcompetition in the Islamic financial services industry. — Maybank IBResearch, June 7

http://www.theedgemalaysia.com/i ... low-fair-value.html