2012年1月31日星期二

10 Things You Need To Know Before The Opening Bell




Keira Knightley
Pascal Le Segretain/Getty Images
Good morning. Here's what you need to know.
  • Asian markets were mostly higher in overnight trading, with India's SENSEX gaining 2.0 percent. European shares also headed higher, while U.S. futures point to a moderately higher open.
  • Japanese industrial production surged 4.0 percent month-on-month in December, faster than economists predicted. Automakers were bolstered by the return of Thai supply lines that had been down since flooding devastated the nation. However, the unemployment rate in Japan increased 10 basis points to 4.6 percent in December. 
  • The European Union headed closer to fiscal unity when leaders of 25 member countries agreed to sign a treaty designed to stop overspending and move forward with the establishment of a permanent E.U. rescue fund. The compact includes rules that limit debt allowances and makes it harder for countries to avoid sanctions if running debt above certain metrics. Britain and the Czech Republic said they were against the new ties. 
  • German unemployment fell to a 20 year low, when 34,000 fewer people said they were jobless. The rate hit 6.7 percent, 10 basis points below last month's reading, and below economist expectations for it to remain flat.
  • Lucas Papademos, the Greek prime minister, warned that the country could need more public funding to help solve its debt crisis. Recent reports put the private sector write downs at 70 percent, on top of a €100 billion plus bailout. 
  • The Russian economy expanded by 4.3 percent in 2011, topping forecasts for 4.1 percent growth. Net exports grew by 1.0 percent as imports surged 21.5 percent. Goldman Sachs doesn't think the BRIC story is over. 
  • Economic announcements in the U.S. include the Case Shiller housing index and consumer confidence. Case Shiller is set for release at 9:00 a.m., with economists polled by Bloomberg expecting the 20 city composite index declining by 0.4 percent month-on-month. U.S. consumer confidence will be announced at 10 a.m. Economists forecast the index will increase to 68 from 64.5. 
  • Apple has hired the leader of Dixons, one of Europe's largest electronics retailers, to run its store front operations. John Browett will become the company's senior vice president for retail. The move fills the void that was left when J.C. Penney named Ron Johnson its chief executive officer. 
  • Earnings season heats up after a slow Monday, with Exxon Mobil, Amazon, and UPS reporting, among others. Analysts expect earnings per share at Exxon Mobil at $1.98, Amazon at $0.16, and UPS at $1.25. Investors will be looking closely to guidance from bellwether UPS to see how global demand is shaping up early on in 2012. 
  • Honda announced net profit fell 41 percent to ¥47.66 billion, or $624.3 million, as a strong yen eroded international margins and Thai suppliers only started coming back on line. The company forecast full year net profit of ¥215 billion, well below analyst expectations for ¥250.5 billion.



申請戶外架構受阻 亞通 (AXIATA) 股票遭拋售



31/01/2012 

亞通(AXIATA,6888,主要板貿易)申請戶外架構受阻,目前仍在積極上訴中,但一波未平一波又起,在負面消息衝擊下,慘遭投資者拋售,全日走勢疲軟。
 該股今早平盤,以4.75令吉報開,隨著27個戶外架構申請遭當局拒絕后,很快即陷入負面區間,早盤即跌至全日最低4.65令吉,滑落10仙。
休市時,亞通報4.68令吉,跌7仙,半日計有1694萬7600股易手。
 午盤間,該股仍遭遇沉重賣壓,未能止跌回揚,閉市收在4.67令吉,探低8仙,成交量3784萬5400股。
 該公司週一(30日)向馬證交所報備,指已獲證券監督委員會(SC)延長戶外架構事宜,至2014年1月29日。期間,亞通需為余下111個戶外架構取得監管單位批准以符合上市條件
 截至去年12月19日,亞通尚有22個戶外架構申請在等待回覆中,另有27個申請遭拒,子公司天地通亞通(Celcom Axiata)正為此提呈上訴。

2012年1月30日星期一

亚股技术健康 流通性充裕 马股2月或有惊喜


大马股市步入传统上难以预测的2月份,不过,分析员相信今年或许有不一样的惊喜,而主要的催化剂为马股在“技术上”处于健康的区域,而流通性也非常充裕。
马兴业金融(MIDF)研究分析员表示,往年2月份的马股走势都是最难以预测而且起伏不定。
“但我们感觉今年会出现惊喜。首先是亚洲多个股票市场都属于技术上健康的区域,马股也不例外;再来,马股的流通性也很充裕,也不认为随时会有流失不足的现象。

令吉兑美元可破3

他补充,尤其随着近期美联储表示有意把低利率维持至2014年,及可能在6月祭出第三量化宽松政策(QE3)的可能性已提高。

此外,令吉已出现强劲走势来反映此消息,更可能进一步突破令吉兑1美元低于3.00的水平。
分析员表示,亚洲多个股市因华人农历新年休市,使得上周全球股市得以稍微喘息。
美国股市各指数上周表现波动不大,好坏参半,道琼斯指数微跌0.5%、标普500指数涨0.1%;欧洲则普遍上交出比华尔街更佳的表现,其中德国DAX30指数扬1.7%。

中小型股更佳

亚洲股市也表现不一,没有休市的印度股市大涨3%,马尼拉和雅加达指数则被套利下滑。
富时隆综合指数在年初三(25日)复市后,还是交出全周下滑0.12%的落后表现。今年迄今,该指数已经下跌0.6%。
但分析员指出,富时隆综合指数并没有反映出大马股市的真实情况。
“30只成分股虽然提振乏力,但如富时70中型股项指数(FBM 70)和小型股皆相反交出更佳表现,今年已分别上涨5%和7.4%,与亚洲股市同步。”

外资成亚股净买家

尽管上周亚洲多个股市因华人农历新年而休市,但全球资金依然持续流入亚洲股市,而成为亚股净买家。
在上周,外资流入7大股市(韩国、台湾、泰国、大马、印尼、菲律宾和印度)达23亿美元。
“除了大马和印尼,几乎所有亚洲股市都录得净流入。这可能与外资在东南亚使出轮流炒高的策略所致。”

本地散户反弹

外资上周在马股净卖出8550万令吉,但外国投资者参与率并没有因此减低,平均每日交易额从前周的7亿2200万令吉,增长至7亿2600万令吉。
在连续6周净卖出后,本地散户上周终于反弹成为净买家,进而主导目前股市,平均每日交易额高达12亿2000万令吉,为12周以来最高。
本地机构投资者则连续3周扮演净买家角色,上周每日交易额维持在14亿5000万令吉水平。

Tuesday, 31 Jan 2012 KENCANA – Stock Pick


KENCANA ( 5122 : 3.10 ) : Stop loss 2.96
Description
Support services for oil and gas
Resistance : 3.30 3.60
Support : 2.96
RSI of 71
RSI is overbought
STOCHASTIC
It is on an upswing
TREND INDICATOR
Sideways
Comment
The strong upkick yesterday, is heading for 3.30, and possibly 3.60. A tight stop loss should be placed at
2.96
Trading Strategy
Buy. Stop loss is at 2.96

Disclaimer
This report is provided for information purposes only.

Tuesday, 31 Jan 2012 TA – Stock Pick


TA ( 4898 : 0.61 ) : Consolidation breakout
Description
Resistance : 0.72
Support : 0.59
RSI of 66
RSI is on the rise
STOCHASTIC
It is on an upswing
TREND INDICATOR
Up
Comment
Following the consolidation breakout yesterday, it is heading for the 61.8% retracement of 0.72
Trading Strategy
Buy. Stop loss is at 0.59

Disclaimer
This report is provided for information purposes only.

Tuesday, 31 Jan 2012 CENBOND – Stock Pick


CENBOND ( 5195 : 0.51 ) : Consolidation breakout
Description
Resistance : 0.60 0.65
Support : 0.59
RSI of 61
RSI is on the rise
STOCHASTIC
It is on an upswing
TREND INDICATOR
Down
Comment
Following the consolidation breakout yesterday, it is heading for the 61.8% retracement of 0.60. Resistance
is at the price gap of 0.65
Trading Strategy
Buy. Stop loss is at 0.47

Disclaimer
This report is provided for information purposes only. It

Tuesday, 31 Jan 2012 MNC – Stock Pick


MNC ( 0103 : 0.24 ) : Targeting 0.34
Description
Mobile technology solutions
Resistance : 0.34
Support : 0.19
RSI of 73
RSI is overbought
STOCHASTIC
It is on an upswing
TREND INDICATOR
Up
Comment
The strong upkick yesterday, is heading for the 50% retracement of 0.34
Trading Strategy
Buy. Stop loss is at 0.19

Disclaimer
This report is provided for information purposes only.

Bursa Malaysia Trade Statistics – 31 Jan 2012


Bursa Malaysia Trade Statistics – 31 Jan 2012
                       Participation     Bought     Sold          Net
                       %                    RMm        RMm        RMm
Local Insts       42.5                831.5       735.1        96.4
Local Retail     36.6                696.4        652.1        44.3
Foreign           20.9                 313.6        454.3       -140.7
                      100.0               1841.5      1841.5       0.0
Source: Bursa Malaysia

DON'T BE FOOLED: This Greek Debt Deal Is Doomed Even If 'Agreement' Is Reached




Bank Of Greece Protest Riot Shield
Getty Images
There's been some excitement in the air about the fact that the Greek government and representatives of the banking sector are reportedly nearing an agreement on the terms of a deal to restructure the countries debt as part of a controlled default.
But don't be fooled: this deal is doomed.
In fact, the consequences of the deal actually going through would probably be far worse than a dreaded credit event—something EU leaders are desperately trying to avoid.
Back in July, Greece's creditors were told they would take losses of about 21% on their holdings of Greek bonds as part of an orderly Greek default. At the time, Greece asked for a minimum of 90% participation in the bond swap and it looked probable that they would get something close to but still beneath that.
Fast forward to October, and the terms of the deal were drastically changed. Now Greece and representatives of the banking sector determined that banks would take haircuts of about 50%. Negotiations about the terms of that deal are the talks that are drawing to a close right now.
The problem is that Greece's creditors have to participate "voluntarily" in order for this restructuring not to provoke a credit event, which would induce a payout of credit default swaps—insurance contracts that hedge against the possibility of a Greek default. This contingency could have far-reaching effects, because the CDS industry is relatively opaque.
Regardless of what representatives of Greece's creditors—led by Institute of International Finance managing director Charles Dallara—might agree to, however, banks and hedge funds that actually hold Greek bonds and have hedged against the possibility of a Greek default are not going to accept massive losses without receiving the insurance they feel due.
So EU officials have a choice: either accept the inevitability of a credit event and potentially face losses in the public sector (the European Central Bank holds about €40 billion in Greek bonds) or skirt the rules with a high-handed maneuver that would coerce all creditors to swap their debt holdings "voluntarily."
That latter choice—likely the fallout of the "agreement" creditors and the Greek government—would probably be far worse than the implementation of a deal. Not only would it completely undermine the credibility of EU leaders, it would destroy the massive European CDS industry because it would become nearly impossible for financial institutions to fully hedge against the possibility of any sovereign default.
There are two best case scenarios right now: the ECB joins in the Greek debt restructuring, inspiring confidence that the public sector will accept part of the burden for its participation in the Greek crisis and reducing the losses creditors take, or EU leaders accept the inevitability of a disorderly Greek default and let it happen.
While the latter possibility is a little frightening, the Greek CDS industry is relatively small—$74 billion net and $4 billion gross according to Citi's Willem Buiter. Further, it would likely make Greek debt more sustainable by forcing creditors to take bigger haircuts. Under the current deal, there's little hope that Greece will return to sustainability anytime soon.
But perhaps most importantly, this would preserve investor confidence in EU leaders' willingness to play by the rules. If EU leaders pull some high-handed flourish right now to force losses on Greece's creditors, who's to say they won't do the same thing in the future with Portugal, Italy, Spain, Ireland, or even the European bailout fund?
Bottom line: don't be excited about these "agreement" headlines. This deal is not what EU leaders would have you believe.



The Bright Spot In Europe? Polish Economy Grows 4.3 Percent In 2011




Poland Flag
Sean Gallup / Getty


WARSAW, Poland (AP) — Despite the European debt crisis, Poland's economy grew a brisk 4.3 percent in 2011, even more than its strong 3.9 percent growth rate for 2010.
The preliminary estimate released Friday by the Central Statistical Office underlines how strongly the economy has continued to grow in Poland, the largest of the ex-communist countries now in the 27-nation European Union.
"This is even more than was expected, though close to what we planned a year ago," Prime Minister Donald Tusk said, expressing satisfaction and saying the numbers show his center-right government has managed the country well during a time of substantial financial upheaval.
Although Poland's economy has proven unusually resilient, even growing when the rest of the EU fell into recession in 2009, the pace of its growth is expected to slacken this year due to fallout from Europe's debt crisis. Various economists and institutions estimate 2012 growth to be in the range of 2.5 to 3 percent.
The strong growth "cements Poland's position as Central Europe's star performer," wrote analysts at Capital Economics, noting that growth already began to slow in the fourth quarter of 2011. "Poland is better placed than its neighbors to weather the fallout from Europe's debt crisis, but it is still not immune," they said in a research note.
Poland still struggles with a number of problems, including a stubbornly high jobless rate. Other statistics released Friday show that unemployment in December jumped to 12.5 percent from 12.1 percent in November.
Tusk also expressed satisfaction that the Polish currency, the zloty, has been appreciating for more than a week, giving relief to Poles who have foreign currency loans and to drivers, since gas prices are set in dollars.
"It's very important to me that I travel to Brussels on Monday as the prime minister of a country that is really managing in the crisis," Tusk said.
EU leaders are meeting in Brussels on Monday to hammer out a new deal to help prevent future debt crises, especially in the 17-nation eurozone. Tusk has been threatening to not sign the deal unless it allows Poland to participate in talks on the euro, even though his country isn't yet in the eurozone.
Poland plans to make the currency switch to the euro one day and fears that it is being sidelined.



The Huge Radioactive Storm That Hit Earth This Week May Have Made The Northern Lights Even More Beautiful Than Usual



Northern Lights
The Northern Lights, also known as the aurora borealis, are always a sight to behold, but this year the lights may have been even more spectacular — due to a huge radioactive storm that hit the earth this week.
The storm, apparently the biggest since 2005, hit Earth's atmosphere on Sunday, creating an "eruption of solar plasma, called a coronal mass ejection", which created even stronger lights than usually seen.
“It has been absolutely incredible,” a British astronomer told the AP.
We've included some of our favorite images of the northern lights from the last year (and the country in which they were taken) below.



Holy Cow, Portuguese Bonds!



Yield on the 10-year going astronomical.
Here's the intraday look. It's now above 17%.
chart


Oh Great: Now There's A Brand New Referendum Worry In Ireland




So this is the week that the Eurozone freakout comes back a little.
In addition to Greece stuff, and rising Portuguese yields, Ireland is back in the news, a depressing development since that's the one debt-stricken European country that's made clear progress on convincing the market that it's returning to health.
Apparently a huge chunk of the population wants the government to hold a referendum on new EU fiscal rules, and evidently passage of said rules is not assured. And if Ireland doesn't abide by the new fiscal compact, then it's access to bailout money and so on is in doubt.
It doesn't look like anything's decided yet or anything, but if anything it's a reminder that monkeywrenches can show up anywhere at anytime.



The TRUTH About The Massive Plunge In The Baltic Dry Index



Lately we've been getting a lot of concerned emails about this chart.
chart

That chart is a 1-year look at the Baltic Dry Index, which measures the spot cost of shipping good by ship around the world.
As you can see, it's plunged nearly 66% since its recent highs, and understandably, people are wondering whether this remarkable deflation means the global economy is falling straight off the cliff, or at a minimum indicative of a rapid hard landing in China.
To answer this question, let's first put the latest move in the index in context.


Instantly you can see a couple things.
The first is that the current decline is nothing like the declines we saw the last time the global economy went into recession in 2008. You should also see, hopefully, that this index is VOLATILE.
It might be hard to figure out some of the moves due to the scale of the chart, but from May 21, 2010 to July 14, 2010 it fell from 4078 to 1708, a decline of 58%.
Conversely, from September 24, 2009 to November 16, 2009, the index jumped nearly 200%.
Again, these kinds of big swings are par for the course with the Baltic Dry.
But to really understand what's going on, you need to understand that the Baltic Dry Index is not merely a reflection of shipping demand, but also ship supply.
Back in May 2009, former BI writer Vincent Fernando published a pretty fantastic Baltic Dry explainer of the index.
To start he noted:
Why do shipping rates seem to jump all over the place? Due to near term supply of ships versus demand for commodities. Its just a matter of bottleneck problems. If rates go up it can come from either of two things, not enough ships at the time or too much commodities demand at the time. In a situation where ship owners match demand, which over the long run they will, then rates won't sky rocket and will just track their costs plus some margin for their effort.
He then offered up this very obvious example to explain the volatility...
Imagine you have 10 loads of iron ore and 9 ships, and that every load of iron ore must be sent no matter what while every ship must be filled no matter what. Imagine the bidding war between those 10 iron ore consumers fighting over just 9 ships. Shipping cost would skyrocket since they all need to ship regardless of cost. Now imagine if a week later two more ships enter the market. Now imagine the bidding process. Suddenly the tables have completely changed. You have 11 ships, that all need to be filled no matter what, and only 10 loads of ore. Shipping rates would plunge, despite a period of just a week passing by. This is, in a simplified nutshell why the BDI is so volatile.
And he concluded...
Now, add to this the fact that predicting ship supply and commodities demand has a pretty high margin of error, at the same time remembering how sensitive the BDI is to small mismatches due to the inelastic nature of its underlying supply and demand, and you quickly realize that predicting the BDI is a fool's game and also that it is not a reliable forward indicator given that it is a spot rate index in a market where both sides are basically forced to close a deal due to high fixed costs. The BDI is measure of supply/demand mismatch at the moment, and can change drastically on a dime. It's little else beyond this. It hit its peak not when the global economy was in its healthiest state, but in early 2008 when things were already starting to come apart, but Chinese commodities demand growth still had some steam and just kept outstripping stagnant vessel supply growth. For a moment. And then it all collapsed.
The bottom line is that because it has so many moving parts it's just not that good of an economic indicator, though unfortunately a lot of stories have been written about how great it is, and how people should pay attention to it. Also, because it's so volatile, you can tell a heck of a story using it.
So for all the people emailing us about the plunge, we'd just like to say: Chill.



10 Things You Need To Know Before The Opening Bell



Good morning. Here's what you need to know.
  • Asian markets started the week off lower, with Hong Kong's Hang Seng shedding 1.7%. Shares in Europe are also in the red, while U.S. futures point to a modestly lower open.
  • Portuguese credit-default swaps rose to a record 39.5%, signaling a 71% chance of default over the next five years, as investors remain concerned about debt talks and the upcoming E.U. summit. Greek bond talks, which have yet to conclude, could offer the best idea of what haircut debt holders are willing to take.
  • Germany has proposed that Greece hand control over its finances to a eurozone budget commissioner before the newest terms of its bailout are agreed upon. The idea has been sharply rebuffed by Greek leaders. E.U. leaders will likely discuss the proposal at a meeting in today in Brussels.
  • A reading of business and consumer confidence increased less than forecast in the eurozone, the European Commission said. The index came in at 93.4, above the 92.8 reading in December, but shy of the 93.8 economists were looking for. Manufacturer sentiment remained negative as the region looks at possible contraction.
  • Bank of America will reshuffle the leadership of its investment bank, the Wall Street Journal's Dan Fitzpatrick and David Enrich, report. Christian Meissner is expected to be named to lead the unit. Meissner, a Goldman Sachs veteran, would become the sole head of the capital markets unit after sharing the post with Michael Rubinoff and Paul Donofrio since 2010. 
  • Exxon Mobil agreed to sell its Japanese business to TonenGeneral Sekiyu for $3.9 billion, after the Japanese government set new requirements that oil refiners upgrade their oldest plants. Tonen will fund the purchase through cash and financing through lenders. 
  • Stephen Hester, the chief executive of the Royal Bank of Scotland, will forgo his £963,000 bonus amid intense public backlash. The leader of the government-owned bank and the company's chairman, both waived 2011 awards as unemployment in the U.K. sits at a 17-year high.
  • Economic announcements in the U.S. include personal income and spending at 8:30 a.m. Economists polled by Bloomberg see incomes expanding by 0.4%, with spending increasing 0.1%. At 10:30 a.m. EST, the Dallas Federal Reserve will announce manufacturing activity in the region, which is expected to increase to 0.5 from -3
  • Ex-UBS trader Kweku Adoboli pleaded not-guilty in a packed London court this morning. Adoboli spoke only to say his name and say he was not guilty on fraud and false accounting charges that cost the Swiss-bank some $2.3 billion. The trial is set to begin on Sept. 3. 
  • Earnings season continues, with announcements from Wendy's, Gannett and Diamond Foods. Analysts see Wendy's earnings per share at $0.04, Gannett at $0.69, with Diamond Foods at $0.73. Investors remain wary over payments Diamond Foods made to walnut growers. 



2012年1月29日星期日

Monday, 30 Jan 2012 CEPAT – Stock Pick


CEPAT ( 8982 : 1.13 ) : Stop loss 1.06
Description
Resistance : 1.31
Support : 1.06
RSI of 66
RSI is on the rise
STOCHASTIC
It is on an upswing
TREND INDICATOR
Up
Comment
The current run up is targeting the 61.8% retracement level of 1.31. A tight stop loss should be placed at
1.06
Trading Strategy
Buy. Stop loss is at 1.06

Disclaimer
This report is provided for information purposes only.

Monday, 30 Jan 2012 DRBHCOM – Stock Pick


DRBHCOM ( 1619 : 2.69 ) : Targeting 2.80
Description
Resistance : 2.80 3.30
Support : 2.47
RSI of 83
RSI is overbought
STOCHASTIC
It is overbought
TREND INDICATOR
Up
Comment
While the current run up is targeting 2.80, it may hit 3.30
Trading Strategy
Buy. Stop loss is at 2.47

Disclaimer
This report is provided for information purposes only.

Monday, 30 Jan 2012 AZRB – Stock Pick


AZRB ( 7078 : 0.90 ) : Targeting 1.05
Description
Resistance : 1.05
Support : 0.78
RSI of 87
RSI is overbought
STOCHASTIC
It is overbought
TREND INDICATOR
Up
Comment
The strong gap-up last Friday, is likely to continue, with an upside of 1.05
Trading Strategy
Buy. Stop loss is at 0.78

Disclaimer
This report is provided for information purposes only.

Monday, 30 Jan 2012 TRC – Stock Pick


TRC ( 5054 : 0.71 ) : Targeting 0.80
Description
Resistance : 0.80 0.85
Support : 0.66
RSI of 72
RSI is overbought
STOCHASTIC
It is overbought
TREND INDICATOR
Up
Comment
The current upward push is for 0.80
Trading Strategy
Buy. Stop loss is at 0.66

Disclaimer
This report is provided for information purposes only.

Bonus/Rights Issues


Monday January 30, 2012

Bonus/Rights Issues



AmFIRST REITAnnouncement date: November 8, 2011
Proposed renounceable rights issue on the basis of three rights units for every five existing units in AmFIRST REIT at an entitlement date to be determined later.
Berjaya CorporationAnnouncement date: January 4, 2012
Proposed renounceable rights issue of up to RM765,325,122 nominal value of 10-year 5% irredeemable convertible unsecured loan stocks (new ICULS) at 100% of its nominal value together with up to 765,325,122 free detachable warrants on the basis of one RM1.00 nominal value of new ICULS and one warrant for every six existing ordinary shares of RM1,00 each held.

CB Industrial ProductAnnouncement date: December 6, 2011
Proposed bonus one-for-one.

Cybertowers BhdAnnouncement date: November 17, 2011


1) Proposed reduction of the share premium account of Cybertowers by up to approximately RM2.03mil pursuant to Section 60(2) and Section 64(1) of the Companies Act, 1965.
2) Proposed reduction of the issued and paid-up share capital of Cybertowers involving the cancellation of RM0.08 of the par value of each existing ordinary share of RM0.10 each pursuant to Section 64 of the Act.
3) Proposed private placement of up to 10,000,000 new ordinary shares of RM0.02 each in Cybertowers after the proposed share premium reduction and the proposed par value reduction to be issued to investor(s) to be identified at an issue price to be determined and announced later.
4) Proposed renounceable rights issue of up to RM11,000,000 nominal value of 2-year 0% irredeemable convertible unsecured loan stock (Rights ICULS) at 100% of its nominal value of RM0.02 each on the basis of RM0.10 nominal value of the Rights ICULS for every one ordinary share of RM0.02 each in Cybertowers after the proposed share premium reduction, the proposed par value reduction and the proposed private placement (assuming the proposed private placement is implemented prior to the proposed rights issue of ICULS) based on a minimum subscription level of RM3,600,000 nominal value of Rights ICULS on an entitlement date to be determined and announced later.

Destini BhdAnnouncement date: September 26, 2011
1) Proposed share capital reduction involving the reduction of the par value of each existing ordinary shares of RM0.50 each in Destini to ordinary shares of RM0.10 each by the cancellation of RM0.40 of the par value.
2) Proposed renounceable rights issue of 200,000,000 new Destini shares on the basis of five rights shares for every two existing Destini shares held on an entitlement date to be determined later after the proposed capital reduction.

DolomiteAnnouncement date: January 17, 2012
Proposed renounceable rights issue of up to 26,272,721 new redeemable convertible preference shares of RM0.01 each in DCB together with up to 26,272,721 new free detachable warrants at an indicative issue price of RM0.50 per Rights RCPS on the basis of one Rights RCPS together with one warrant for every ten existing ordinary shares of RM0.50 each held in DCB.

Flonic Hi-Tec BhdAnnouncement date: November 4, 2011
Proposed renounceable rights issue of up to 210,000,000 new ordinary shares of RM0.10 each in Flonic on the basis of three rights shares for every two existing ordinary shares of RM0.10 each held in Flonic together with up to 140,000,000 free detachable warrants on the basis of two warrants for every three shares subscribed on an entitlement date to be determined later.

FSBMAnnouncement date: October 5, 2011
1) Proposed reduction of the issued and paid-up share capital of FSBM involving the cancellation of RM0.70 of the par value of each existing ordinary share of RM1.00 each in FSBM pursuant to Section 64 of the Act.
2) Proposed cancellation in its existing authorised share capital to facilitate the change in the par value of the existing ordinary shares from RM1.00 each to RM0.30 each pursuant to the proposed par value reduction.
3) Proposed private placement of up to 5,483,300 new ordinary shares of RM0.30 each in FSBM, representing up to 10% of the issued and paid-up share capital of the Company, after the proposed par value reduction, to be issued to investors to be identified at an issue price to be determined and announced later.
4) Proposed renounceable rights issue up to 60,316,300 new ordinary shares of RM0.30 each in FSBM together with up to 60,316,300 free new detachable warrants at an issue price of RM0.30 per rights share on the basis of one rights share together with one warrant for every one existing ordinary share of RM0.30 each in FSBM held after the proposed par value reduction, based on a minimum subcription level of 26,117,500 rights shares together with 26,117,500 warrants on an entitlement date to be determined and announced later.

GPROAnnouncement date: January 20, 2012
1) Proposed reduction of the issued and paid-up share capital of GPRO involving the cancellation of RM0.09 of the par value of each existing ordinary share of RM0.10 in GPRO pursuant to Section 64 of the Companies Acts, 1965.
2) Proposed renounceable rights issue up to 253,994,100 new ordinary shares of RM0.01 each in GPRO together with up to 253,994,100 free new detachable warrants at an issue price of RM0.10 per rights share on the basis of one rights share together with one warrant for every one existing ordinary share of RM0.01 each in GPRO on an entitlement date to be determined and announced later.

Haisan ResourcesAnnouncement date: December 21, 2011
1) Proposed reduction of Haisan's issued and paid-up share capital involving the cancellation of RM0.45 of the par value of each existing ordinary share of RM0.50 each in Haisan pursuant to Section 64 of the Companies Act, 1965.
2) Proposed renounceable rights issue of up to 268,469,666 new ordinary shares of RM0.05 each in Haisan together with up to 134,234,833 free detachable warrants at an issue price of RM0.05 per rights share on the basis of ten rights shares together with five warrants for every three ordinary shares of RM0.05 each in Haisan held after the proposed capital reduction, based on a minimum subscription level of 80,000,000 rights shares together with 40,000,000 warrants on an entitlement date to be determined and announced later.

Hubline BhdAnnouncement date: December 23, 2011


Idimension Announcement date: January 19, 2012


Lodgement date: February 10, 2012


Bonus two-for-three.

Insas BhdAnnouncement date: December 13, 2011


Distribution of one treasury share for every fifty existing ordinary shares of RM1.00 each held in Insas Bhd.

Ivory Properties GroupAnnouncement date: November 11, 2011


1) Proposed renounceable rights issue of 186,000,000 new ordinary shares of RM0.50 each together with 186,000,000 new free detachable warrants on the basis of one rights share and one free warrant for every one existing ordinary share of RM0.50 held on an entitlement date to be determined later.
2) Proposed bonus issue of 46,500,000 shares on the basis of one bonus share for every four rights shares subscribed.

Linear CorporationAnnouncement date: September 22, 2011
1) Proposed share capital reduction and consolidation involving the cancellation of RM0.98 of the par value of each existing Linear Corporation Bhd (LCB) share of RM1.00 each pursuant to Section 64 of the Act. Each LCB share of RM0.02 will then be consolidated on the basis of five shares into one new ordinary share of RM0.10 each.
2) Proposed renounceable rights issue of up to 49,843,850 new LCB shares at an issue price of RM0.10 per share on the basis of 10 rights shares for every three LCB shares held on an entitlement date to be determined later.

Malayan Flour MillsAnnouncement date: September 19, 2011
1) Proposed declaration and payment of special dividend of 62 sen per subdivided share less 25% income tax to the shareholders.
2) Proposed renounceable rights issue of up to 215,289,212 new subdivided shares together with up to 107,644,606 free detachable new warrants and up to 107,644,606 new subdivided shares attached on the basis of two rights shares together with one warrant and one bonus share for every two subdivided shares held after the proposed share split.

Meda Inc BhdAnnouncement date: January 16, 2012
Proposed bonus issue of up to 131,735,236 free warrants in Meda at an exercise price of RM0.60 per ordinary share of RM0.50 each in Meda at a step-up mechanism whereby the warrants will be adjusted upwards by RM0.10 at the expiry of every two anniversary years from the date of issuance on the basis of one free warrant for every four existing Meda shares held on an entitlement date to be determined later.

MelewarAnnouncement date: November 3, 2011
Proposed renounceable two-call rights issue of up to 151,170,272 new ordinary shares of RM1.00 each at an indicative issue price of RM1.00 per rights share on the basis of two rights shares for every three existing shares held on an entitlement date to be determined later.

PA ResourcesAnnouncement date: January 10, 2012
1) Proposed share capital reduction via the cancellation of RM0.40 of the par value of every existing ordinary shares of RM0.50 each in PA Resources Bhd (PARB) pursuant to Section 64(1) of the Companies Act, 1965 and the credit arising therefrom to be offset against the accumulated losses in PARB.
2) Proposed renounceable rights issue of up to 894,623,100 new ordinary shares of RM0.10 each in PARB at an indicative issue price of RM0.10 per rights share on the basis of seven rights shares for every two PARB shares held on an entitlement date to be determined later after the proposed share capital reduction.
3) Proposed exemption under paragraph 16.1 of Practice Note 9 Of The Malaysian Code On Take-Overs And Mergers, 2010 to Chong Sze San and the parties acting in concert with him from the obligation to undertake a mandatory take-over offer for all the remaining PARB shares and outstanding warrants of PARB not already held by them pursuant to the proposed rights issue.

Palette MultimediaAnnouncement date: September 26, 2011
Proposed renounceable rights issue of up to 154,513,250 warrants at an indicative price of RM0.03 for each warrant on the basis of one warrant for every two existing ordinary shares of RM0.10 held at an entitlement date to be determined later.

Pharmaniaga Bhd Announcement date: December 12, 2011
Proposed bonus one-for-ten.

R & A Telecomunication Announcement date: January 16, 2012
Proposed bonus issue of 87,896,600 warrants on the basis of one free warrant for every ten existing ordinary shares of RM0.10 each in R & A held on an entitlement date to be determined later.

Seacera GroupAnnouncement date: November 21, 2011


TambunAnnouncement date: January 19, 2012


Proposed renounceable rights issue of up 88,400,000 new ordinary shares of RM0.50 each, together with 44,200,000 new free detachable warrants on the basis of two rights shares and one free warrant for every five existing ordinary shares of RM0.50 each held on an entitlement date to be determined later.

Tricubes BhdAnnouncement date: November 18, 2011


1) Proposed share premium reduction of up to RM9.93mil under Section 64 of the Companies Act, 1965.
2) Proposed private placement of up to 26,800,000 new ordinary shares of RM0.10 each to third party investors to be identified at an issue price to be determined.
3) Proposed renounceable rights issue of up to 107,200,000 new shares together with up to 53,600,000 free detachable warrants at an indicative issue price of RM0.10 per rights share on the basis of two rights shares together with one free warrant for every three shares held after the proposed share premium reduction and proposed private placement.

YinsonAnnouncement date: January 19, 2012


Lodgement date: February 9, 2012


XDLAnnouncement date: January 18, 2012
Proposed bonus one-for-two and renounceable rights issue of up to 241,999,945 warrants at an issue price of RM0.05 per warrant on the basis of one warrant for every two existing shares held by the entitled shareholders of the company on the same entitlement date as the proposed bonus issue.


  • All new issues are pending unless with lodgement date
  • 如何定义成功?

    【如何定义成功?】 


    成功并不只等于工作成就,也不只意味着名位权势,更不该只是银行存款。


    真正的成功,是生命的平衡状态, 就是兼顾生活的方方面面,有工作也有休闲,有爱情也有自己,有财富也有健康。


    在生活的任何两个极端中,找到属于你的平衡点,也就找到了真正的成功与幸福。


    祝朋友们龙年幸福....

    Bursa Malaysia Trade Statistics – 27 Jan 2012


    Bursa Malaysia Trade Statistics – 27 Jan 2012
                         Participation     Bought     Sold        Net
                         %                    RMm       RMm      RMm
    Local Insts     42.1                777.8      778.         6 -0.8
    Local Retail   36.2                699.0       640.7      58.3
    Foreign          21.7               372.4       429.9      -57.5
                         100.0             1849.2     1849.2    0.0
    Source: Bursa Malaysia

    世霸龍 (SUPERLN ) 200萬股場外交易



    29/01/2012 
     馬證交所文件顯示,上述場外易手股權以每股53仙交易,相較上週三閉市價41仙,高出29%或12仙。

     世霸龍上週最后報價為41.5仙。該公司為本地保溫與隔熱器材、塑料墊子、防侵蝕保護管和太陽能系統供應商,該股在2011年巔峰時期,股價一度攀升至55仙,惟在去年9月間股價滑落至28仙。

     該公司截至2012年4月30日財年的首兩季營業額報3049萬令吉,淨利為52萬令吉,累計派息每股1.2仙。

    傳發新股收購金海灣 地不老( TEBRAU ) 特固擴大發展招資



    29/01/2012


    消息傳出,地不老特固(TEBRAU,1589,主要板房產)計劃收購柔佛新山金海灣發展商金海灣有限公司,擴大金海灣發展計劃並招攬更多國際投資者。
     英文週報《The Edge》引述消息報導,金海灣有限公司納入地不老特固后,后者將成為柔南海岸發展計劃的主要發展商。
     地不老特固是柔州政府政聯企業,也是柔州政府的房地產發展臂膀,柔州人民基建機構(KPRJ)是該公司大股東。
     報導指出,完成收購后,金海灣有限公司大股東拿督林剛河將負責海岸工程發展項目。
     林剛河透過Credence資源持有金海灣有限公司70%股權,其余股權由柔州人民基建機構持有。
     消息說,地不老特固將發行新股予林剛河,完成收購后,林剛河將成為公司第二大股東。
     據報導,擴大金海灣發展計劃,不但有助吸引國際投資者,相關投資也可帶來外溢效應。
     柔州人民基建機構由柔州務大臣拿督阿都干尼倡導成立,宗旨為催化柔州南區發展,許多黃金地點地段更因此納入地不老特固旗下,該公司更獲看好成為柔州房產發展領頭羊。

     不過,隨著大型房產公司如實達集團(SPSETIA,8664,主要板房產)和UEM置地(UEMLAND,5148,主要板房產)加入戰圍,市場焦點均集中在這些公司上,地不老特固因此黯然失色。
     消息指出,柔州人民基建機構盼透過併購,為地不老特固注入生氣,重拾成長動力。

    准备最后所需细节 U Mobile年中上市


    • 如果U Mobile这次可以成功上市,也就意味着这是陈志远第二次将通讯公司挂牌。
    市场消息指出,由我国富豪丹斯里陈志远所拥有的通讯公司U Mobile,计划在今年中旬上市主要交易板。
    《The Edge》财经周刊引述市场消息,“U Mobile目前正准备最后所需的细节,以呈交给有关当局。该公司希望可以在四月,获得证券监督委员会的批准,并计划在七月上市。”
    消息更指出,相信U Mobile上市的包销商为大马投资银行。
    事实上,早前已有媒体报道U Mobile计划上市,惟当时并没有确实的时间表。
    据悉,U Mobile目前已有了确实的上市时间表,主要是因为该公司连同其他八家通讯公司,于去年杪获得大马通讯及多媒体委员会的4G/LTE频谱的分配。
    消息透露,“现在,4G/LTE频谱分配的问题已经解决,所有的业者目前都在策划要如何推出。在基建方面,它们就需要庞大的资本开销。”
    “U Mobile上市是合情合理的,因为他们可以从资金市场中融资。”
    尽管U Mobile确实的估值还未知晓,不过在2010年3月,新加坡电信媒体(STT)买入了U Mobile33%的股权,或相等于4
    亿6460万股,当时的成交总值为6亿2500万令吉。新加坡电信媒体为新加坡政府投资臂膀淡马锡控股所拥有。
    如果根据新加坡电信媒体以6亿2500万令吉,购入U Mobile33%的股权推算,U Mobile的价值应当是19亿令吉。
    不过,新加坡电信媒体曾经承诺,将会注入10亿令吉于U Mobile。假设新加坡电信媒体在2010年于U Mobile 33%股权的投资为10亿令吉,U Mobile现时的价格就应该更高了。
    如果U Mobile这次可以成功上市,也就意味着这是陈志远第二次将通讯公司挂牌,他曾在1997年将数码网络(Digi,6947,主板基建股)推上市。
    数码网络较后在挪威电讯增持股权至61%后,成为国内第一家由外资持有的通讯公司。
    陈志远从数码网络中也获得了巨额的回酬,因为数码网络这几年来的股价平稳上升,并且派出丰厚的股息。陈志远逐渐减持数码网络,最终在2005年停止成为该公司的大股东。

    收购价比市价高出40.7% 传马银行( MAYBANK ) 私有陈兄弟格尼( DBE )



    • 陈兄弟格尼建在莫珍歪区的密封空调式养鸡场。
    经过多方的一轮争夺,陈兄弟格尼(DBE,7179,主板消费产品股)最终落入马银行私募基金的手里,后者将以每股19仙的价格私有化陈兄弟格尼。
    《南洋商报》探悉,马银行私募基金的献议仍然还未敲定下来,双方将会在周一(1月30日)会面,以决定这一项交易是否能够成交。
    若是马银行私募基金的献议收购价成真,这也就相等于比市价高出大约40.7%,陈兄弟格尼于上周五的闭市价为13.5仙。
    据悉,马银行私募基金是在由合成(CIHldg,2828,主板消费产品股)拿督佐哈里为首的集团献议告吹后,将献议收购价抬高至19仙。
    拿督佐哈里为首的集团,曾献议以每股14仙,购入陈兄弟格尼的策略性股权。佐哈里的这项献议已被陈兄弟格尼的陈氏家族所回拒,原因是出价太低。
    合成丰升工业争夺
    早前更有媒体报道,合成(CIHldg,2828,主板消费产品股)的佐哈里、丰升工业(Harvest,9342,主板工业产品股)大股东拿督曾文秀和马银行私募基金,都在争夺陈兄弟格尼这只“肥鸡”,顿时陷入了三角混战。
    股价成交量飙升
    陈兄弟格尼近日成了当红炸子鸡,先前报道合成有意以4040万令吉,或相等于每股20仙的价格收购30%股权。
    同时,因近日股价和成交量飙升,陈兄弟格尼在上周更遭大马交易所发出“不寻常市场活动”(UMA)质询,连续几个交易日均是马股成交量之首。
    事实上,私募基金收购家禽养殖公司,在这个年头并不是什么新鲜事,在过去6个月,就有龙合控股(LHH,4839,主板消费产品股)的私有化计划,而全利资源(QL,7084,主板消费产品股)则买入丽鸿(LayHong,9385,主板消费产品股)的策略性股权。
    为肯德基(KFC,3492,主板贸服股)提供鲜鸡肉的金凤凰(Ayamas),也包括在柔佛机构将肯德基和QSR品牌(QSR,9415,主板贸服股)的私有化计划内。

    傳成功置地 ( BJLAND ) 欲售海外酒店‧總值5.17億



    阿末查基( AZRB) 一度漲28%


    私下配股定價20仙


    德利航運(HUBLINE,7013,主板貿服組)宣佈,第二批私下配售的1千500萬股新股,和2千250萬單位額外憑單,發售價訂為每股20仙
    該公司發文告指出,有關發售價相等於截至2012年1月26日止,每股8仙的5日加權平均市價溢價150%。
    該公司建議私下配售佔繳足資本的16.45%新股,並以2送3比例派發憑單予認購者

    金輪(KIMLUN) 配售2290萬新股‧籌2794萬



    金輪企業(KIMLUN,5171,主板建筑組)建議私下配售最高2千290萬股新股,以籌措最多2千794萬令吉,用來發展現有地庫和收購新土地。
    該公司發文告指出,建議配售不超過繳足資本10%新股,或最高2千290萬股新股,以籌措最多2千794萬令吉令吉,其中1千300萬令吉為現有地庫發展和雜項開支、280萬令吉購置工業地段、180萬令吉混凝土製造廠擴充營運資本,以及963萬8千令吉營運資本。
    發售價仍有待董事部決定,但料不會較定價日期前的5日成交加權平均價折價10%,也不會低於每股50仙的面值。
    假設金輪企業截至今年1月26日止5日成交加權平均價為1令吉36仙,並給予10%折價其新股發售價將為1令吉22仙
    在完成配售計劃後,金輪企業繳足資本將從1億1千450萬令吉擴大至1億2千595萬令吉,負債比則從0.17倍減至0.15倍。
    1550萬購地
    另一方面,金輪企業耗資1千550萬令吉向聯昌銀行購買芙蓉地皮,用於興建混凝土產品工廠,以支援公司在巴生河流域競標建築工程。
    該公司表示,有關租賃地庫面積為56.3公頃,政府可能收購當中的3.5公頃。相關地段現仍未開發,隨經濟轉型計劃將釋放大量工程,混凝土產品需求預計走揚。

    二三線股游龍戲水‧馬股有望鞏固攀升



    展望:美歐經濟雨過天晴,外加捷運計劃推動建築相關股等二三線股竄動,有助拉動馬股緩緩上揚,本週可望游走於1500至1530點水平。

    美國經濟數據捎來佳音,第四季經濟成長2.8%,儘管不如預期的3%高,但卻是全年最高成長數據。儘管惠譽跟隨標普再砍意大利、西班牙評級,野村證券卻認為是歐債“終結的開始”。
    野村認為,若歐洲銀行可獲得融資,市場脫綁而活絡,那將是歐債終結的開始。
    野村證券預測,馬幣未來兩週可再走揚1.3%;馬幣兌美元日前揚1.5%至3.0375。隨馬幣走挺之勢,配合建築、產業活動的活絡,有助推動馬股上揚。
    二三線股晉入龍年如游龍戲水,尤其政府公佈捷運計劃主要建築商名單後,帶動建築、產業股伺機而動,相關股更成為輪番炒作對象。

    怡保工程(IJM,3336,主板建筑組)、華陽(HUA YANG,5062,主板產業組)、馬星集團(MAHSING,8583,主板產業組)、睦興旺工程(MUHIBAH,5703,主板建筑組)、U E M置地(UEMLAND,5148,主板產業組)等頗受市場注目。
    隨著外圍暫時放晴,若藍籌股重新活躍,馬股能突破1530點即時阻力水平,有望向1560點水平挺進。

    回顧:
    龍年開年熱身

    水龍年駕到,馬股農曆新年期間首週的3天交易日中,藍籌股普遍韜光養晦;儘管二三線股交投活絡,馬股還是無法撐起一片天,一週內微挫1.76點至1520.90點。
    在3個交易日之中,二三線股出現輪番炒作;政府公佈捷運計劃主要建築商為怡保工程與阿末查基資源(AZRB,7078,主板建築組)後,很多建築股聞風起舞。
    順利迎娶普騰(PROTON,5304,主板消費品組)的多元資源工業(DRBHCOM,1619,主板工業產品組)也更上一層樓,週五收2令吉71仙。
    綜觀全週,富時全股指數漲51.54點至10,578.33點,創業板指數漲128.91至4,496.64點,全週成交量跌至55億8千萬股,前週為79億6千萬股;交易總值挫至50億8千萬令吉,前期為79億6千萬令吉。
    主板成交量挫至33億3千萬股,前期49億4千萬股;總值下跌至47億3千萬令吉,前期73億8千萬令吉。創業板成交量挫至9億7千零41萬股,前期15億7千萬股;總值跌至1億3千零550萬令吉,前期2億4千355萬令吉。

    加速頒發工程‧扶持經濟動力‧建築領域注入活水



    捷運計劃機構(MRT Corp)頒發總值9億7千400萬令吉的工程合約給怡保工程(IJM,3336,主板建築組),及另一項總值7億6千400萬令吉的工程合約予阿末查基資源(AZRB,7078,主板建築組);優樂家集團(KEURO,3565,主板建筑組)也同時攫獲興業成本達70億7千萬令吉的西海岸大道(West Coast Expressway)私營化計劃,為原本遭唱淡的建築領域注入活水。


    建築股逆市領風騷

    建築指數在逆市中獨領風騷,起2.59%至259.48點。怡保工程因雙喜臨門,表現最激昂,一度飆升37仙至5令吉82仙,漲勢一直延續至收市,終起25仙至5令吉70仙,成為全場第三大漲幅股。
    分析員對計劃如預期頒發感到分外驚喜,MIDF研究預見更多經濟轉型計劃與第十大馬計劃接踵而來,尤其下半年。
    其他即將露出台面的計劃可能包括總值200億令吉的巴生河流域捷運配套、80億令吉的金馬士新山雙軌鐵道、50億令吉的摩天樓、40億令吉的生命之河、260億令吉的國際金融區。

    主要計劃凝聚動力

    僑豐研究也隨上述顯著合約的頒發,相信捷運計劃的執行力將進一步凝聚動力,隧道工程也料成為市場之後的焦點。
    以上頒發的工程佔吉隆坡捷運提昇計劃―雙溪毛糯至加影線總值120億令吉中的15%,據瞭解,總值200億令吉的吉隆坡捷運雙溪毛糯至加影線中的45%工程,預計在4月頒發,10月前出台的工程料達85%。至於值80億令吉的隧道工程招標已結束,最早可能於3或4月公佈。
    聯昌研究認為,這兩項合約的頒發顯示主要計劃如預期凝聚動力,工程頒發的新聞流可能在中期內活躍起來。
    “這些發展為市場帶來正面驚喜,主要是市場早前預見工程至2月才開始活躍,因此,相關發展料帶動更多計劃的新聞流。”

    捷運開動
    大型計劃陸續有來

    捷運計劃機構首席執行員拿督阿茲哈表示,隨部份捷運計劃的頒發,捷運計劃將續顯現動力,公司也將加快腳步,宣佈投標與頒發的計劃表。
    捷運計劃的V5和V6配套為定於今年頒發的8項提昇配套的兩項,其中3項予土著承包商。隨這兩個配套頒發,意味另12家建築上市公司將負責剩下的6項提昇配套。
    然而,興業研究卻依然看淡建築領域,並相信建築股在未來3至6個月的表現放緩,這主要是即使捷運計劃的V5與V6配套工程儘快開跑,惟特定大型計劃仍進一步延宕,早已打擊投資者對巴生河流域捷運計劃的信心。

    計劃盈利效應需時發酵

    此外,即使巴生河流域捷運計劃如期展開,初期進展可能因大馬的官僚作風發展緩慢,這也意味計劃的盈利效應可能需數季,甚至1或2年才顯現。值得一提的是,目前領域已缺乏可靠且新的大規模計劃。
    無論如何,MIDF研究基於正面消息的利好,重申建築領域的正面展望,僑豐也保持建築領域“中和”評級,不排除建築領域短期內重估。
    僑豐預見建築領域隨這些工程的正式頒發掀起“短線交易”的機會,尤其值得期待的熱門建築公司,如金務大(GAMUDA,5398,主板建筑組)、TRC協作(TRC,5054,主板建筑組)與金輪企業(KIMLUN,5171,主板建筑組)。金務大也是聯昌領域的首選股。
    僑豐補充,金務大的優勢歸功於該公司與MMC機構(MMCCORP,2194,主板貿服組)是整個吉隆坡捷運計劃的工程遞交合作夥伴(PDP),兩者的聯營公司也在隧道工程方面具良好的紀錄。
    至於TRC協作,因是唯一在公開與土著的工程中皆具備具優先資格的公司,潛力可期;金輪企業則因在隧道工程中具備專才。

    生命 与 意识 的省思


    生命   意识  的省思  

    --- 『斯洛文尼亚』总统 Janez Drnovsk 

    健康与内在的声音
    ·        内在的声音一直提醒我们:这样不值得,该停下来了!
    ·        最好歇口气,想想什么才是最重要的,什么才真正值得珍惜。

    内容:
    健康是自己的,应该自己负责。
    健康不能全部靠医生来照顾,他们可以帮忙,不过主要还是自己的责任,不能推卸给别人。
    健康是生活的本钱,是我所拥有的一切,所以必须好好的照顾。
    一个人怎能不顾自己的健康,草草率率地生活呢?
    当你拥有健康时,当作是里所当然。等失去健康,就惊慌失措跑去看医生。你对自己健康一无所知,因为从来没有关心过,所以你把医生当作神明,希望他能治好你的病。
    医生或许能帮你,或许帮不了你,但是假如我们对自己的健康一无所知,只好盲目的交给医生来照顾。
    自己的生死攸关,我们却突然一点办法都没有,只能把宝贵的生命交个医生,希望他们真的不负所托。
    我们有其他的选择吗?
    事已至今,大概没有选择余地了,但本来是有的。
    何必要生病呢?
    你会说“才没有人想要生病!”错了!那些藐视健康的人,就是自己找病受。
    健康的生活方式,可以预防很多疾病,例如:饮食均衡,到户外活动,呼吸新鲜空气,减少压力,别把事业和财富当作人生的首要任务。
    每个人在某些时候,都会察觉自己的生活好像太过度了,如要继续勉强自己,迟早会出问题了。
    但还是很多人无视自己的内在声音,不顾一切追求事业,成功,追求名利双收。
    我们不听自己内在的声音,这个声音一直提醒我们:这样不值得,该停下来了!最好歇口气,想想看什么是最重要的,什么才真正值得珍惜。让我们先休息一下得到片刻的平静。
    内在的平静才重要。过多的负担会让人失去这种心境失去平衡,使情况越来越糟。
    我们全心追求的事物,即使一开始横有意义,现在也没有意义了。
    狂热的竞争,压力和疾病,正在等着上门呢!
    然而我们面对的时候,却毫无准备,无计可施。我们心慌意乱,急忙想找个人来帮。
    然后呢?
    运气好的话,也许在医生帮助下会有转机,能重新回到人生舞台上继续生活。
    那时我们会了悟到:疾病可以说是上帝的一种恩睗,让我们头脑更明智,不再忽视自己的健康,去追逐毫无意义的事情。我们会改变自己的生活方式。
    我们会开始过着更平静的生活,意识到自己的生命是有限的。随时都可能结束。
    到时事业名利又有什么用,每一分,每一秒的清明意识,都比那些重要多了。
    我们也许能活到明天,也许不能,所以最好活在今天,不要为了盘算将来,而把眼前的事往后拖延。
    远离那些焦虑,愤怒,恐惧和嫉妒,远离一切负担,远离一切让人窒息的事物。
    我们要保持单纯和肯定。友善的人际关系,对于自己和他人的健康都有神奇的疗效。
    我们要倾听内在的声音,这是最重要的。如果我们学习倾听,什么事都会更简单。内在的直接会帮我们做正确的选择,选择更有益的食物,改善自己的健康,一切会更容易达成。
                                *******************************
    别让旁人的长篇大论淹没你内在的声音,也不要听信那些健康大使说能让你奇迹似地健康。
    内在的声音会引导你走向健康,你要仔细的聆听,信赖,因为这种直接来自于内在的最深处,它了解你的一切,知道什么对你最好,没有别人能知道这一些。
    如果你不聆听自己内在的声音,就会失去和本性的联系,彻底迷失。只好转求助于他人,征询他们的意见。但他们也不彻底。只能乱猜。
    即使你听不到内在的声音,也不要放弃。平静下来,走向大自然,忘却一切外在的的纷扰,然后内在的声音就会重新浮现。
    你可以称之为:“直觉” “下意识” 怎么称呼都不重要。
    如果你重新听到内在的声音,那就是和自己的本人,本性相沟通了。
    你的生活不会再感到孤单,不会再漫自虚逐而觉得空乏。你会找到生活的意义,找到自己的平衡。
    这将是你人生中最重大的成就。