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楼主: 夜孩子

夜孩子专区: 发达投资法 - FATA Investing

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发表于 2010-11-4 02:59 | 显示全部楼层
在看着夜市,FED 又乱来了

http://www.washingtonpost.com/wp ... R2010110305412.html

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发表于 2010-11-4 09:38 | 显示全部楼层
这种烂账一爆,你说马股哪家银行会爆最多光?
夜孩子 发表于 2010-11-4 01:09

if bank negara want to discourage this, will bank suddenly cancel the 0% and ask for money back??

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发表于 2010-11-4 10:16 | 显示全部楼层
not only LPI, did you saw me selling any shares yet?  although I know u guys would say tat's bcoz my portfolio is small... to you guys is small, but to me is still big... a 100% is still 100% no matter it's 20k or 2 million...
夜孩子 发表于 2010-11-3 22:42


Just a few comment:
- Size will eventually become an important criteria.
100% of RM20k and 100% of RM2 million, assuming your annual income is RM50K per annum is a very different thing.
You will position yourself differently. You might not believe this. Well get there to RM2 million yourself, then you can tell us.

- LPI in ThermoFisher mind and LPI in your mind is 2 different thing, even though there are the same thing on paper.
Another example, PBB in BBJ1168's friend with 300K annual dividend, and the PBB in your hand will be different. The guy will be thinking about how to spend the dividend and not worry about anything about the bank. He will say great, car sales record this year, housing price very high - all good, lots of people taking loan, looked like bank good business. You only think of if PBB is better, or LPI is better, or Nestle is better - all based on PRICE and return? 心中一把尺

2689# tan81
可以明白的。如果我在做 derivatives,我也会选 Nestle 不选 PPB.... pc255 兄要 我了...
夜孩子 发表于 2010-11-3 23:17


Nestle (M) serve 50 (really??!) export countries, and a dominant domestic food market. Essential food. World class management.
PPB serve maybe 1 billion population (50% of china market, plus all these country like India ??%, indon, msia vietnam + a long list of country). Essential food. Great logistic.

I will like both. So I hold both. If you understand one better than the other, and like one better than the other, feel free to do what you prefer. It is your money, your choice.

Lastly, some fun on the chart:



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发表于 2010-11-4 10:30 | 显示全部楼层
Just a few comment:
- Size will eventually become an important criteria.
100% of RM20k and 100% of RM2 million, assuming your annual income is RM50K per annum is a very different thing.
You w ...
pc255 发表于 2010-11-4 10:16

hi, this figure is from wilmar ar 2009:
Wilmar's market share in country below for consumer pack oils:
Indonesia 20% (second large in that country)
Vietnam >50% (largest in that country)
India appx 20% (but is joint venture with a local company, Adani Wilmar)
Bangladesh appx 30%

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x 17
发表于 2010-11-4 10:53 | 显示全部楼层
Just a few comment:
- Size will eventually become an important criteria.
100% of RM20k and 100% of RM2 million, assuming your annual income is RM50K per annum is a very different thing.
You w ...
pc255 发表于 2010-11-4 10:16


这就是为什么我也持有PPB,PBBank。但没有雀巢(不是不喜欢他,有其他原因)。

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发表于 2010-11-4 11:09 | 显示全部楼层
今天出来吓人一下。。
有没有网友有研究大马多少热钱?
假如热钱涌入大马,先进房产,股票卡位。。
然后放在银行,multiplier effect,银行可以借出更多$。。
所以银行太多$可以借出去,不介意减利息赚少少而已,就怕群众不借。。

等膨胀差不多了,热$下单short, 热钱从房产,股票抽走,从银行抽走,multiplier
effect,银行要拿回$,加息。。崩溃。。short大赚。。

完成剪羊毛过程,就像当年的亚洲金融风暴。。

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发表于 2010-11-4 11:11 | 显示全部楼层
这就是为什么我也持有PPB,PBBank。但没有雀巢(不是不喜欢他,有其他原因)。
BBJ1168 发表于 2010-11-4 10:53


我很欣赏你的持股方式。。虽然我没买DLady

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 楼主| 发表于 2010-11-4 11:30 | 显示全部楼层
2735# 蛋散


PBBANK, PPB, NESTLE, DLADY, LPI, 我妈妈都有...

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发表于 2010-11-4 11:33 | 显示全部楼层
2735# 蛋散


PBBANK, PPB, NESTLE, DLADY, LPI, 我妈妈都有...
夜孩子 发表于 2010-11-4 11:30


为什么没有松下?

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发表于 2010-11-4 11:34 | 显示全部楼层
看不懂鸡肠,可一写华文吗?

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 楼主| 发表于 2010-11-4 12:51 | 显示全部楼层
2738# 5605566


以你刀枪不入的功力,不用看了啦....

这么多篇,怎么翻译?  不然你找师傅帮忙....

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 楼主| 发表于 2010-11-4 12:52 | 显示全部楼层
2737# BBJ1168


就要了...

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发表于 2010-11-4 13:19 | 显示全部楼层
2735# 蛋散


PBBANK, PPB, NESTLE, DLADY, LPI, 我妈妈都有...
夜孩子 发表于 2010-11-4 11:30


就是因为你是妈妈基金经理的关系,所以不欣赏。。开玩笑 。。

过于不够集中吧

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发表于 2010-11-4 13:56 | 显示全部楼层
看不懂鸡肠,可一写华文吗?
5605566 发表于 2010-11-4 11:34


我打字死北慢。
如果叫我用中文打刚才那个短文,可能三小时都不够。
请多多原谅。

--
文章讲点 Milo 公司 vs 海皇油 /金龙鱼公司

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发表于 2010-11-4 14:05 | 显示全部楼层
2742# pc255
没关系.
我会打电话给夜弟弟.

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发表于 2010-11-4 14:08 | 显示全部楼层
我打字死北慢。
如果叫我用中文打刚才那个短文,可能三小时都不够。
请多多原谅。

--
文章讲点 Milo 公司 vs 海皇油 /金龙鱼公司
pc255 发表于 2010-11-4 13:56

so far m'sia only have 海皇油 which is under wilmar, right?
seems so little brand in m'sia...

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 楼主| 发表于 2010-11-4 14:10 | 显示全部楼层
so far m'sia only have 海皇油 which is under wilmar, right?
seems so little brand in m'sia...
ckwong8086 发表于 2010-11-4 14:08


海皇 is directly under PPB. 金龙鱼 is Wilmar

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发表于 2010-11-4 14:14 | 显示全部楼层
你门相信吗?海皇油 : 刀标 & 红鹰 是 2:8

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发表于 2010-11-4 14:35 | 显示全部楼层
How about
海皇油 + 刀标 + 红鹰 vs Malay brand? (Buruh, Aviva, Sri Murni...)

Majority of the population here is non-Chinese. So what about small Chinese brand market?

Sri Murni = PPB/Wilmar.

海皇油 Vietnam No 1 brand. Population 80 million.
Msia only 35% of Vietnam population.
金龙鱼 = China number 1. Population 1200million. 40 times the population of Msia.

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 楼主| 发表于 2010-11-4 14:40 | 显示全部楼层
2746# 5605566


就是什么? 20% Neptune, Knife + Eagle = 80%?

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