【GAMUDA 5398 交流专区1】金务大

ccck

暂时gamuda没有什么坏消息出来，应该不会有什么事了。。。。。
大户丢那么多的票，到底谁吸最多呢？？？是不是基金，如果是的话应该没什么问题，短期应该会反弹。。。。。如果不是的话，就马上要跑人了。。。。。

khokhokho

原帖由 ccck 于 30-5-2008 07:24 PM 发表
暂时gamuda没有什么坏消息出来，应该不会有什么事了。。。。。
大户丢那么多的票，到底谁吸最多呢？？？是不是基金，如果是的话应该没什么问题，短期应该会反弹。。。。。如果不是的话，就马上要跑人了。。。。。

右手丟給左手，左手再丟給散戶，因為散戶不會吃太多票，好奇的問了，為何切在量期五丟票?

弹煮

因为昨晚美国起，所以估计今早的情绪不会太差，方便丢票。

ccck

原帖由 khokhokho 于 30-5-2008 07:35 PM 发表

右手丟給左手，左手再丟給散戶，因為散戶不會吃太多票，好奇的問了，為何切在量期五丟票?

篮色
这么做水费很高的哦！！！
红色
散户本来就吃不多，很多中途跑人，但是问题在于，把价钱弄到这么低，目的是什么？？
Gamuda还有很多project在手，双轨火车也开了啊！！！很多基金目前保持大量现金，又不介入，到底他们之间的做了什么交易。。。
问题到底出在那里？还是真的股东在乱丢票？

clk125

Bloomberg 的新闻:
Vietnam Stocks Decline, Extending World's Worst Rout (Update1)

By Chen Shiyin and Nguyen Dieu Tu Uyen

May 30 (Bloomberg) -- The worst may not be over for Vietnam's stock market, the world's biggest decliner, as shares resumed declines after a computer breakdown halted trading for three days.

The benchmark VN Index fell 1.5 percent to 414.10, extending this year's 55 percent retreat, after a government report showed prices jumped the most since at least 1992, Morgan Stanley said Vietnam is heading for a ``currency crisis'' and Fitch Ratings cut its outlook on the nation's debt rating.

The Ho Chi Minh City Stock Exchange, which caps daily declines to 2 percent, fixed the computer error that interrupted the index's 17-day tumble, the longest streak since October 2003. The VN Index closed at its lowest since Aug. 2, 2006, as 139 of its 151 members dropped. It had tripled in value from the end of 2005 through 2007.

``We'll see a continuation of the selling,'' said John Shrimpton, a director of Dragon Capital Group, a Ho Chi Minh-based fund manager with assets of $2 billion. ``Inflation is one aspect causing the drop. The market was clearly overvalued.''

The VN Index, started in 2000, surged almost fivefold in the two years through its March 12, 2007, peak as the economy grew at the fastest pace in a decade and a government equity sale program helped lure foreign and domestic investors. Refrigeration Electrical Engineering Joint-Stock Co., the Ho Chi Minh City-based maker of air conditioners and electrical appliances, rose 523 percent from the end of 2005 through 2007. The company's shares have slumped 75 percent in 2008.

Lost Savings

Vietnam Dairy Products Joint-Stock Co., the country's biggest maker of dairy products, and PetroVietnam Fertilizer & Chemical Joint-Stock Co., Vietnam's largest fertilizer producer, contributed most to today's decline.

Local investors who own about 75 percent of listed shares in Vietnam, a Communist Party-led nation of more than 85 million people, are reeling from the plunge. Nguyen Van Hai lost almost 700 million dong ($43,000), and his parents sold their house to help repay loans he'd used to invest.

``I entered the stock market with hopes that I could earn enough to own a house and get married,'' the 29-year-old Hanoi- based taxi driver said. ``Those wishes have now vanished.''

Even after the tumble, Vietnamese stocks aren't cheap enough to prompt Templeton Asset Management Ltd.'s Mark Mobius to buy.

The 151 companies in the VN Index trade below 10 times estimated earnings, down from as high as 30 times, according to data from Dragon Capital. Stocks in the MSCI Emerging Markets Index trade for 13.5 times profit, data compiled by Bloomberg show.

``It's got a little way to go down still,'' said Mobius, who oversees $47 billion in emerging-market equities at Templeton in Singapore. ``If you're going to go in there, you better think long- term, otherwise you can get stuck with a very illiquid security.''

`Entrenched' Inflation

About 52,000 stocks and bonds changed hands on average each day this month on the Ho Chi Minh exchange, plunging from the 2007 daily average of 965,000.

The International Monetary Fund said last November lending to state-owned companies is exacerbating Vietnam's inflation, which is already more ``entrenched'' than in any other Asian country.

Consumer prices jumped 25.2 percent in May from a year earlier, the most since at least 1992 and the fastest pace in Asia, according to May 27 figures from the General Statistics Office in Hanoi. Food prices surged 67.8 percent.

Vietnam's central bank raised its key interest rate to 12 percent on May 17, the highest since it was introduced in 1998, from 8.75 percent. The country is heading for a ``currency crisis'' because the bank has kept the dong too strong as inflation soars and the trade deficit widens, Morgan Stanley said in a May 28 report.

Fitch Ratings cut its outlook for Vietnam's BB- rating to negative from stable yesterday, citing risks to the banking system because the government was too slow to respond to higher inflation.

`Hard Landing'

``The longer it takes the government to raise interest rates, rein in inflation and slow down demand, the more likely that would lead to a hard landing,'' James McCormack, head of Asia-Pacific sovereign ratings at Fitch in Hong Kong said in an interview with Bloomberg Television today. Interest rates ``have to be higher than inflation.''

Property developers have led this year's slump amid concern higher borrowing costs will curb home purchases. Idico Urban & House Development Joint-Stock Co., a Dong Nai province-based builder, retreated 81 percent, the most this year for any company listed on the Ho Chi Minh exchange.

Some foreign investors say the market is attractive enough to add to their holdings.

`Embryonic Market'

``We're increasing our investments in Vietnam even more,'' said Beat Lenherr, who oversees more than $20 billion of assets as Singapore-based chief global strategist at LGT Capital Management. ``This is an embryonic market that had a strong birth. Now the baby is struggling a little, but we think it'll get its strength back.''

Luong Minh, a 53-year-old state employee, who earns 5 million dong a month in Ho Chi Minh City, is less sanguine after losing 100 million dong in the stock market.

``I don't want to sell the shares I have, but the longer I keep them, the bigger the loss,'' Minh said. ``It is hard to sell now anyway as the market is almost frozen. We are desperate.''

影响到 的股:

Malaysia:

Parkson Holdings - Vietnam operations contribute 1% of RNAV/share of RM6.70 and contribute 1% of PBT in FY08-09CL.

SP Setia - Vietnam operations contribute 2% of RNAV/share of RM5.93, 0% of PBT in FY08-09CL and 2% in FY10CL.

WCT - Vietnam operations contribute 4% of RNAV/share of RM5.30 and 0% of PBT in FY08-09CL.

Gamuda - Vietnam operations contribute 23% of RNAV/share of RM4.60, 0% of PBT in FY08CL, 16% in FY09CL and 25% in FY10CL.

But note that investment in Vietnam for Gamuda, WCT and SP Setia is small to date because most of them just started some infrastructure works on these green-field property development projects (approvals were received late-2007 and early-2008).



[ 本帖最后由 clk125 于 30-5-2008 07:57 PM 编辑 ]

sewel

原帖由 ah-b 于 30-5-2008 06:49 PM 发表

如果昨天买了很多的人,今天又出门没看股市的话,
晚上回来时看到一定吓到心脏病发~

你在说我吗

loong81

最怕有人以为是电脑系统在进行测试

khokhokho

原帖由 loong81 于 30-5-2008 09:59 PM 发表
最怕有人以为是电脑系统在进行测试

要三天 問你心臟會不會夠力。

cyrusck2

ｖｉｅｔｎａｍ　的投资可能很有问题，　大户丢票丢得手下不留情。　

sewel

来，发些好消息

Property scene in Vietnam still goodBy ANGIE NG and  LOONG TSE MIN
PETALING JAYA: The Vietnamese economy is going through a tough period with high inflation, a poorly performing stock market and a depreciating currency but Malaysian investors there are not unduly worried at the moment.
“A cooling off in the economy, which has recorded an average gross domestic product growth of 8% in the past three years, is a good breather for the country.
“The current snags will not tailspin into anything worrisome and Vietnam is on track for sustainable growth,” Berjaya Land Bhd chief executive officer Datuk Francis Ng told StarBiz yesterday.
He said Vietnam was attracting a huge inflow of foreign direct investments (FDIs), which totalled US$25bil last year. Most of the FDIs were in infrastructure development, manufacturing and property development sectors.
Such comments are comforting to investors who have over the past few months become anxious over the state of Vietnam's economy.
Fitch Ratings has cut the country’s credit rating, and its currency is taking a beating. Its stock market has been closed for the past few days due to a computer glitch.
But the main cause for concern is rising inflation, which in May topped 25%, and the measures taken to cool it.
TA Securities property sector analyst Kamarul Zaman Hassan told StarBiz that Malaysian property players had not been too concerned about the currency and inflation crisis now facing that country.
”The market is still there for property in Vietnam,” he said, adding that many investors saw the current turmoil as a short-term correction.
“Vietnam has seen a lot of inflows of funds in the past three years, so a correction was expected,” Kamarul said. “But in the long term, the players expect growth to continue as it has in the past three years.”
Ken Peng, a Citigroup analyst who covers Vietnam, said in a report dated Tuesday that the weakening of the dong was a result of severe foreign currency shortage.
“The central bank (SBV) is curbing foreign currency supply to preserve foreign reserves for refined petroleum imports and other contingencies,” he said.
The potential for further currency depreciation was worsening Vietnam’s balance of payments position, Peng said.
A host of Malaysian companies have made a steady beeline for Vietnam, one of South-East Asia's fastest growing economies. From rubber glove makers to can manufacturers, Malaysian companies have been increasing their exposure to Vietnam.
But the group that has made the biggest splash has been the construction and property players, which view Vietnam as a huge earnings kicker to their Malaysian-centric operations.
Berjaya Land has six projects in Vietnam – two in Hanoi and four in Ho Chi Minh City. The projects, with an estimated gross development value (GDV) of RM40bil, will span from 2009 to 2020.
Its maiden residential project, The Thach Banh New City project in Hanoi, with GDV of US$500mil, will be launched in the middle of next month.
“The take-up of recently launched residential projects in Ho Chi Minh City is still very strong. We are in Vietnam for the long term and are confident of the long-term growth of the economy,” Ng said.
A WCT Land Bhd spokesman said the Vietnamese government was very pro-active in assisting overseas companies develop designated areas in the country's cities.
“Fundamentally, the property market should still hold out quite well, given the huge population of 85 million, of whom more than half are less than 30 years old,” he said.
WCT Land, which has been granted an investment certificate to undertake a mixed commercial development in Ho Chi Minh City, will be launching next year the Platinum Plaza, which has a projected GDV of RM1bil. The project comprises a shopping mall, a hotel, two office towers and serviced apartments.
WCT Land is also in the process of getting its next investment certificate for the RM2bil Gateway Point on 8.4ha near the commercial business centre of Binh Thanh District in Ho Chi Minh City.
SP Setia Bhd is also on track to launch its maiden residential project, EcoLakes in My Phuoc in Binh Duong province, at the end of next month.
Last June, SP Setia teamed up with government-linked conglomerate Becamex IDC Corp to develop the RM2.5bil township.
Gamuda Land Sdn Bhd, too, will launch its Yen So Park integrated development on 500 acres south of Hanoi this year. The RM8bil project will comprise high-rise office towers, four- and five-star international hotels, a convention centre, shop offices and residential components.

khokhokho

原帖由 cyrusck2 于 30-5-2008 10:13 PM 发表
ｖｉｅｔｎａｍ　的投资可能很有问题，　大户丢票丢得手下不留情。　

發展，錢誰給，沒人買，不通自已出錢去發展?

就像大馬一樣，發展得不到人民和外資的支持，不通政府會白白拿錢出來?

ccck

原帖由 khokhokho 于 30-5-2008 10:20 PM 发表

發展，錢誰給，沒人買，不通自已出錢去發展?

就像大馬一樣，發展得不到人民和外資的支持，不通政府會白白拿錢出來?

谁的钱，不就是我们人民的钱啦！！！！
一部份发展，一部份进口袋，结果他们就“袋袋平安"！！

PolisDiRaja

原帖由 ah-b 于 30-5-2008 06:48 PM 发表

你亏那么多,买很多吗?

就是买不多，才4000unit而已就必须亏五千二。。。。

江湖

原帖由 东风不破 于 17-4-2008 08:06 AM 发表



低过RM 3.00还可以考虑。

你的买入机会来了

ah-b

原帖由 sewel 于 30-5-2008 09:51 PM 发表


你在说我吗

那你亏多吗?
如果拜一早就跌,你就快点cut loss吧~(买卖自负)

ah-b

原帖由 PolisDiRaja 于 30-5-2008 10:43 PM 发表



就是买不多，才4000unit而已就必须亏五千二。。。。

我三张才亏整千块,怎么你四张亏五千二?
你买入多少卖多少?

PolisDiRaja

原帖由 ah-b 于 30-5-2008 10:59 PM 发表

我三张才亏整千块,怎么你四张亏五千二?
你买入多少卖多少?

平均价买入是3。75。。。。

tescopuchong

我把我的价格在2.50 x 5
只是 suka suka play，但今天 matched

江湖

够力！！ 金务大一天成交值 3。3亿 占了全场的23亿的16%...

到底谁在接手？？ 难道真的只是左手丢右手？

imlouis

外国基金和董事RAJA IERENA ASLAN SHAH Sell 脫售手上金務大股票？？？？ 如何知道的？？ 那里可以知道是谁在卖票????又或是谁在买票???