Tuesday, June 30, 2009

China Solar (HK:155)

http://www.reuters.com/article/GCA-GreenBusiness/idUSTRE55I18S20090619

Sunday, June 28, 2009

World's Largest Expat Survey Reveals Crunch Hits Expats Hard, US, Thailand and South Africa are most affected expat locations

World's largest expat survey reveals crunch hits expats hard
US, Thailand and South Africa are most affected expat locations

Thursday, June 25, 2009

Market rally not sustainable, says Aberdeen

Check out the link, the market upturn off the recent drop might be a good opportunity to sell into strength. Market could go higher first but be prepared to use your stop loss for range trading as you have seen the volatility over the last few days.

Of course there are always individual stocks that will outperform, I have liked the Telecom/Wimax plays as of late, and gaming for a bit of speculation, looking to accumulate on the next dip from there recent June lows.... Look at what happened to MGM last night, which GENTING recently bought a small stake! TM has trended up consistently even thru the recent downturn off the recent low of 2.60. People will still gamble, make phone calls and use the internet!!

Buy what you know and use and sleep well at night. This is why I liked Google, Yahoo, and Apple since last year....

Might consider getting back into LVS, but only if the shorts attack it down again!!!!

By the way, WARREN BUFFET said recently, "The market is still in shambles!"

GOOD LUCK!!
HAPPY TRADING!!

Wednesday, June 17, 2009

Green Packet: Looking to turnaround in 2010

Green Packet has proposed a 1-for-2 rights issue priced at 50 sen apiece. As a sweetener, shareholders will also receive one free warrant for every rights share issued. The rights issue is expected to raise some RM100 million for its future expansion purposes. Looking further ahead, it is also considering the separate listing of P1 for greater access to the capital market.

green-packet_090616
Software and applications on the mend after business revamp
The company's other key business, software and applications, registered improved sales of RM8.8 million, up from RM3.3 million in 4Q08, but were insufficient to turn a profit yet. Still, operating loss narrowed to RM2 million in 1Q09, down from a loss of about RM7 million in 4Q08.

We expect the business will continue to improve as Green Packet reaps results from its various strategic alliances set up over the past year. Indeed, we expect the unit to return to the black in the second half of 2009 (2H09).

Alliances with global players like Alcatel-Lucent, Motorola and Cisco have boosted sales for the company's software solution and WiMAX CPE (customer premise equipment). Most recently, Green Packet secured a contract from Tatung Infocomm, a WiMAX service provider in Taiwan, to provide customised Intouch Connection Management Platform. The platform enables seamless handoff between WiMAX and WiFi networks without having to reestablish a connection. Earlier in the year, the company inked a similar deal with PCCW, one of the largest telcos in Hong Kong.

Green Packet is also redoubling its marketing efforts in China, whose mobile networks are currently based on multiple platforms. This translates into opportunities for the company's seamless roaming solutions to integrate the various networks.

China has just awarded 3G licences to the three state-run telcos - China Mobile, China Unicom and China Telecom. The government has dictated that each network will be based on different platforms. Capital spending on 3G-network rollout this year alone is estimated at US$20 billion (RM70.6 billion). Green Packet already has working relationships with major Chinese telcos - the company secured its very first deal in China, with China Telecom, way back in 2003.

Note: This report is brought to you by Asia Analytica Sdn Bhd, a licensed investment adviser. Please exercise your own judgment or seek professional advice for your specific investment needs. We are not responsible for your investment decisions. Our shareholders, directors and employees may have positions in any of the stocks mentioned.

-taken from The Edge Malaysia (www.theedgemalaysia.com)

Sunday, June 14, 2009

Novartis AG and the race against the vaccine for H1N1

Keeping an eye on the rubber/H1N1 realted stocks on the Bursa..

Supermx
Adventa
Kossan
Harta
Topglov
Latexx

Stocks related to flu and others: Companies working on vaccines:

Novartis
Sanofi-Aventis
GalaxoSmithKline
Solvay
Baxter

Smaller companies with multi-directional speculative moves based on the H1N1 flu, virus, etc...

NNVC
NVAX
SVA
BCRX
AVII
CVM
GNBT
VIVO
VICL
PURE

Be careful here as recent moves have already occurred and could be priced in to the current levels so look for retracement unless you are buying long term!!!

Wednesday, June 10, 2009

Pick up Southeast Asian stocks, says Credit Suisse

Bank stocks flying in Thailand, interesting article on Asian markets, check out the link.........

Monday, June 8, 2009

Green Packet Partners Beceem to Introduce New High-Performance WiMAX Dongles

Green Packet News.... check out the link above and below!!


http://topix.com/wire/com/green-packet