Bursa Malaysia Trade Statistics – 1st December 2011
Participation Bought Sold Net
% RMm RMm RMm
Local Insts 43.4 652.4 902.7 -250.3
Local Retail 30.4 505.3 584.5 -79.2
Foreign 26.2 635.3 305.8 329.5
100.0 1793.0 1793.0 0.0
Source: Bursa Malaysia
2011年12月1日星期四
業績利好效應 豐隆金融（HLFG ) 母子齊漲
日前宣佈財報的母子檔豐隆金融（HLFG，1082，主要板金融）及豐隆銀行（HLBANK，5819，主要板金融），今日在“財報”效應帶動下，雙雙漲進10大上升股榜。
豐隆金融截至9月30日首季淨利滑落22%，至2億5220萬令吉，唯仍建議每股派息10仙，獲投資者追捧，今早甫開市，即猛起44仙，以11.84令吉迎市，爾后節節走高至11.90令吉全日最高，勁起50仙。
休市時，該股掛在11.76令吉，起36仙，半日計有27萬4500股易手，午盤間走勢穩定，閉市收11.58令吉，起18仙，成交量33萬8300股。
豐隆銀行則緊隨母股漲勢，開市起24仙，以10.70令吉報開，休市時掛在10.76令吉，漲30仙，半日交投77萬6900股。
鑑于首季財報已納入先前收購的國貿銀行盈利，該銀行得以在2012財年伊始取得好開始，淨利勁揚58%到4億711萬令吉；營業額按年成長70%，報9億1673萬令吉。
閉市時，豐隆銀行報10.78令吉，起32仙，成交量138萬2800股
休市時，該股掛在11.76令吉，起36仙，半日計有27萬4500股易手，午盤間走勢穩定，閉市收11.58令吉，起18仙，成交量33萬8300股。
豐隆銀行則緊隨母股漲勢，開市起24仙，以10.70令吉報開，休市時掛在10.76令吉，漲30仙，半日交投77萬6900股。
鑑于首季財報已納入先前收購的國貿銀行盈利，該銀行得以在2012財年伊始取得好開始，淨利勁揚58%到4億711萬令吉；營業額按年成長70%，報9億1673萬令吉。
閉市時，豐隆銀行報10.78令吉，起32仙，成交量138萬2800股
JobStreet火力全開漲39仙
縱使券商看淡JobStreet機構（JOBST，0058，主要板貿易）末季表現，卻無損該股今日走勢，閉市收在全日最高2.80令吉，勁漲39仙。
該股今日交投淡靜，全日僅3宗交易，首宗交易于10時42分完成，起33仙，以2.74令吉迎市，攀上10大上升股榜。
但相隔5分鐘后，JobStreet機構即宣告“收工”未再有交易，勁漲39，以2.80令吉為今天劃下句點，成交量僅1000股。
聯昌證券研究上月中曾在報告指出，該公司9個月核心淨利僅達全年預估的84%，且隨著全球經濟不穩因素趨增，看淡JobStreet機構前景。
“隨著經濟動盪因素增，我們預計今年末季就業活動或放緩，薪資仍持續受壓，加上就業機會已開始下滑。縱使勞力市場人手緊縮，但市場情緒仍顯悲觀。”
但相隔5分鐘后，JobStreet機構即宣告“收工”未再有交易，勁漲39，以2.80令吉為今天劃下句點，成交量僅1000股。
聯昌證券研究上月中曾在報告指出，該公司9個月核心淨利僅達全年預估的84%，且隨著全球經濟不穩因素趨增，看淡JobStreet機構前景。
“隨著經濟動盪因素增，我們預計今年末季就業活動或放緩，薪資仍持續受壓，加上就業機會已開始下滑。縱使勞力市場人手緊縮，但市場情緒仍顯悲觀。”
泛馬資本（PMCAP ) 委陳祖排任主席
泛馬資本（PMCAP，4871，主要板金融）宣佈，委任丹斯里陳祖排博士為主席。
該公司向馬證交所報備，現年68歲的陳祖排將出任獨立非執行董事，並兼任主席。
他曾在1990年至1999年期間擔任房屋及地方政府部長，並是務邊國會議員。
目前，他也是泛馬洋灰（PMCORP，4081，主要板工業）主席，也在商業高峰（PUNCAK，6807，主要板基建）、華陽（HUAYANG，5062，主要板房產）和佐漢控股（JOHAN，3441，主要板貿易）擔任董事。
他曾在1990年至1999年期間擔任房屋及地方政府部長，並是務邊國會議員。
目前，他也是泛馬洋灰（PMCORP，4081，主要板工業）主席，也在商業高峰（PUNCAK，6807，主要板基建）、華陽（HUAYANG，5062，主要板房產）和佐漢控股（JOHAN，3441，主要板貿易）擔任董事。
Market breaking news 1/12/11
1. Jobless Claims Rise More than Expected Up by 6,000 to 402,000 Vs. Estimated Decline of 3,000.
2. Stocks slipped at the open Thursday following news that weekly jobless claims climbed unexpectedly last week and after a sharp rally in the previous session.
2. Stocks slipped at the open Thursday following news that weekly jobless claims climbed unexpectedly last week and after a sharp rally in the previous session.
Alcoa slipped, while Disney gained. .
3. Stocks struggled for direction in thin, volatile trading Thursday as investors took a breather following a sharp rally in the previous session and after a handful of tepid economic news. The Dow fell near the psychologically-important 12,000 mark.
Financials slumped, while techs edged higher.4. Stocks finished narrowly mixed in a quiet session Thursday as investors took a breather following a sharp rally in the previous session and ahead of the crucial government non-farm payroll figure due Friday morning.
The Dow finished above the psychologically-important 12,000 level.
KYLE BASS: Japan Is A Giant Madoff-Like Ponzi Scheme That Will Blow Up Starting In The Next Few Months
Hayman Capital's Kyle Bass has been betting on the failure of governments for awhile now, and he's obviously relishing all the latest headlines.
His latest letter, which was posted by GuruFocus is titled "Imminent Defaults" and in it he spells out what he sees as the warning signs for a country, and which countries are already screwed.
The countries he lists are:"Greece, Italy, Japan, Ireland, Iceland, Japan, Spain, Belgium, Japan, Porutgal, France, and have we mentioned Japan."
What to him makes a country vulnerable?Says Bass:
"While there are many inputs that are functionally relevant, we look for a couple of warning signs. We move a nation out of risk free category ass oon as they spend more than 10% of their central government revenues on interest alone. We also worry about debt loads that represent more than 5x the revenuf of the responsible government. When these and other characteristics are met or exceeded, it can quickly move the country into checkmate."
After spending some time blasting the EFSF and Europe, he turns back to Japan, wherein he declares: "Japan Will Soon Be On The Front Page."He writes:
Madoff's scheme collapsed for one primary reason -- he had more investors exiting his scheme than entering. As soon as this happened it was over. According to this most recent census, the Japanese population peaked within the last few years at 127.9 million and has since lost 3 million. Japan has one of the most homogeneous -- and some might even call it xenophobic -- soceities of any developed nation in the world. It is no secret that there is no love lost between the Japanese and their neighbors, and therefore, immigration is an unlikely answer to a dwindling poulace.
....
It is indisputable that Japan has the worst on balance sheet debt burden in the world (roughly 229% of GDP).
...
The European debt crisis will simply act as an accelerant to the Japanese situation as it will most likely change the qualitative thoughts of JGB investors. We believe that the sequence of events is set to begin in the new few months.
Suddenly, Europe's Gameplan To Save Itself Is Becoming Very Clear
 Image: Stephanie Jones / Flickr |
Recent reports plus Mario Draghi's speech to the European parliament make pretty clear what the game plan is.
Here are the two most important paragraphs from Draghi's speech:
What I believe our economic and monetary union needs is a new fiscal compact – a fundamental restatement of the fiscal rules together with the mutual fiscal commitments that euro area governments have made.
...
Other elements might follow, but the sequencing matters. And it is first and foremost important to get a commonly shared fiscal compact right. Confidence works backwards: if there is an anchor in the long term, it is easier to maintain trust in the short term. After all, investors are themselves often taking decisions with a long time horizon, especially with regard to government bonds.
Draghi's comments dovetail perfectly with reports that first started bubbling up last weekend, that Germany and France would embark on some "stability pact", wherein they would agree to strict fiscal rules, preventing overspending and overindebtedness. Now at first blush a new "pact" sounds like a snooze, but those reports also said something very important, which is that if they did this, then the ECB would be expected to take a much bigger role in financing Eurozone governments.
Now Draghi -- offering up the ECB's perspective -- is saying almost the same thing, and that key line is "other elements might follow." Gee, what "other elements" might the head of the ECB be referring to? Probably ECB intervention.And that line "the sequencing matters" also is revealing, because it gets at a core concern of the ECB. If it is going to get in the business of backstopping governments, it doesn't want to create moral hazard by funding anyone who recklessly spends and borrows like crazy. So the deal is: European leaders agree to hard, unbreakable rules about spending, and then the ECB agrees to serve as some kind of lender of last resort.
This is the game plan right now. Whether it ever gets this far is still a gigantic quesiton mark.
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