Sunday, October 7, 2012

Investment Idea - Mar 2012


Time is running fast! Here come March 2012. How's the market doing?
Very good.... this is the only answer when you see NYSE, Hong Kong, Singapore stock market, almost all maintain at their historical high level.

While many investors still worry about the high oil price and Europe problem, there seem to be no impact to many of the stock markets. This is the indicator that the market almost discounted all the bad news and there are ample of hot money flying around.

Local stock market, right now all the funds are waiting for the Felda to be listed. This is the must have stock to many fund managers as this is the largest plantation stock in the world. Hence, you will see many GLC stocks moving high now and in the next few weeks the rotation play will going to happen.

While waiting for all these thing going to happen, we have one breaking news from Taiwan. "Bird Flu" is coming to town again, so you know, if history going to repeat, the glove sector will move. So, we expect Harta, Supermx, TopGlove and Kossan  and few others going to move in this cycle, don't miss the party.

That's all for now. Happy Investing!

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