Tuesday, November 3, 2009

From BCRX to SUPERMX, LVS to Genting Singapore and the Green Packet rise, I will take a breather for now see my final post for the year and website for details on how to follow me but I will keep my Cbox alive!!!

Hi Everyone,

This will be my last blog posted here for now as I am moving onwards and upwards as I need to focus on my website (http://www.asmglobalventures.com) Sorry, no time for me to blog anymore, but I will keep this blog alive and will resurface at some point, it still can be found on my website, I also will be adding occasional information of importance on my venture capital and private equity blog site (http://www.iinvestcapital.blogspot.com)

You can still see my twitter updates on this blog if you scroll down as I will be posting daily tweets, my twitter is http://www.twitter.com/asmventures
I advise everyone to join twitter, easy to get short blurbs of relevant information.

I am now focused now on the green and clean technology companies I am currently working on, among others, as the projects are piling up and in addition to managing client's funds in the stock markets, this blog was just for fun and informational purposes, but I hope people followed my advice. For the most part money was made!
I hope people took my advice on China Solar (HK:155) which I recommended at the .09 to .10 range. Sold out at .18 recently for a nice 80% gain. My fund's clients were very happy with that one!!

To keep up with what I am doing in the stock markets and on the private side I invite you all to fill out the enquiry form on my website, go to 'contact us' link on http://www.asmglobalventures.com

I will not spam you with daily emails but that will give you access to me, and I will email you when there is something worthwhile. Drop me a line and I will answer. You will probably have to email me to remind me to tell you what I am up to! I am accessible on yahoo messenger, and you will have that if you email me.

I hope people followed my great success with gaming stocks, especially Las Vegas Sands, MGM and Genting, Genting Singapore which I blogged over and over and I hope my advice was helpful..

I hope everyone bought Green Packet and held the rights offering (huge winner!!) As well as riding the rest of the Wimax space, Ytle and Redtone when the sector was moving.

In conclusion, taking a quick trip through memory lane going back in time to when I started this blog, and my conviction in the correlation between swine flu stocks and the need for rubber gloves, and latex, and the stocks that were related in Malaysia, and overseas, I wonder what the percentage return would be on the list of stocks I recommended? This was my post if anyone took my advice I would love to hear from you ;) Hope you made lots of money for waiting patiently for most of these stocks to rise...

http://asmventures.blogspot.com/2009/06/novartis-ag-and-race-against-vaccine.html

This is a repost of a blog from back June 6th 2009:

START(Keeping an eye on the rubber/H1N1 related stocks on the Bursa..
Recommended June 2009:

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 re-tracement unless you are buying long term!!!) END

I am not going to even think about calculating returns, it does not really matter but I think my track record looks quite impressive for the most part. I express myself quite simply when I blog as it might not be as professional as the others, it is the information that counts. I am not a blogger, I am a financier and stock trader so I might as well focus on what I do best. So that is where I will concentrate my efforts. I will be in touch on other blogs cbox from time to time as asmventures (started as spin2win) so look out for me. Special thanks to http://www.cpteh.blogspot.com and http://www.sensecents.blogspot among the other blogs that used my information and kept in touch, you will most likely see me visit your blog with a comment. I will keep this blog alive even though I will not be posting regularly, I am more then happy to add more blogs that are informative to mine, and followers as I get to know them. You can also find me almost daily on twitter at http://www.twitter.com/asmventures

So I bid you farewell, you know where to find me!!!

Good Luck and Happy Trading and remember in life sometimes you have to ROLL THE BONES!!! Life is a risk, if you never take any you never will live life to the fullest....

Over and out....

Monday, November 2, 2009

Dendreon files in U.S. for prostate cancer vaccine

DNDN up 5% at the open... recommended this biotech months ago starting to prove itself, this stock is a winner!!!!

Maxis IPO update

Green Packet to pause before resuming rebound

Nope.... Green Packet stock is up and keeps going higher.... Go Green!!!

Adventa may continue to consolidate gains

Supermax may stage follow-through rebound

I hope so... I went back into rubber stocks today, buying on weakness SuperMax, Adventa, and Latexx. At the last hour of trading selling was absorbed and other rubber stocks TopGlove, Kossan, and Harta turned positive this is a good sign. Another reason is the fact the three pharmaceuticals stocks in China went limit up of 10% today that are swine flu related. You can read about it here http://www.chinaknowledge.com/Newswires/News_Detail.aspx?type=1&NewsID=28443

Here is the paragraph about it if you want a quick answer but there is only two:

Biopharmaceutical stocks also ended higher. Shenzhen Neptunus Bioengineering Co Ltd<000078> surged by the daily limit of 10% to RMB 20.35. Hualan Biological Engineering Inc<002007> jumped 10% to RMB 68.19.

Good luck if you did the same!!

Las Vegas Sands Shares Rose 6.2% Following Hong Kong IPO Approval (LVS)

DJ MARKET TALK: Lityan +23.0%; New Proj Hopes Post Restructuring

0225 GMT [Dow Jones] Lityan Holdings (9075.KU) +23.0% at MYR2.14 on heavy volume of 9.84 million shares changing hands on hopes company is close to securing sizable government contract. "There are no details on the contract but people are buying on that expectation," said dealer with local brokerage. Company officials couldn't be immediately reached for comments but Lityan said last Friday eyeing MYR4.0 billion project including slice of Telekom Malaysia's (4863.KU) MYR11.0 billion HSBB (highspeed broadband) project, set for rollout over next 10 years. Lityan, which was re-listed last Friday, regularize its financial condition after internal restructuring exercise, debt restructuring and special issue of 31.5 million new shares to the pilgrim"s fund or Lembaga Tabung Haji. Pilgrim fund now substantial shareholder with 56% stake. Stock also supported by undemanding valuations; dealer notes company trading at less than 10X price earnings; tips immediate resistance at intraday high of MYR2.25.


Dow Jones Newswires

November 01, 2009 21:25 ET (02:25 GMT)

Copyright (c) 2009 Dow Jones & Company, Inc.

DJ MARKET TALK: KLCI Down 0.7% Led By Finance Stks; 1230 Support

0126 GMT [Dow Jones] KLCI down 0.7% at 1234.90, after opening gap down, taking cues from weak regional markets, says dealer with local brokerage; notes finance stocks lead declines (with subindex down 0.8%). Adds support at 1230 likely to hold. Market breadth negative with losers outpacing gainers 202 to 28 with thin volume of 57 million shares traded. "While long-term trend indicators are still positive and pointing further upside, the benchmark index may undergo further consolidation this week due to externalities," says TA Research; advises investos to Buy on weakness, with focus on property, oil & gas, technology, glove and gaming sectors. Among banking stocks, CIMB (1023.KU) down 1.3% at MYR12.32, Hong Leong Bank (5819.KU) down 0.8% at MYR7.43, AMMB (1015.KU) down 2.3% at MYR4.62. Other decliners include Bursa (1818.KU) which eased 0.7% at MYR8.10, Sime Darby (4197.KU) shed 0.6% at MYR8.84 and Genting (3182.KU) dropped 1.0% at MYR7.17. (ECH)


Dow Jones Newswires

November 01, 2009 20:26 ET (01:26 GMT)

Copyright (c) 2009 Dow Jones & Company, Inc.

DJ Malaysia's Maxis To Return To Bourse With IPO

KUALA LUMPUR (AFP)--Maxis, Malaysia's top mobile operator, is set to receive a warm welcome back to the bourse this month in an IPO worth around $3.43 billion, billed as the biggest in Southeast Asian history.
Maxis Berhad, controlled by reclusive Malaysian tycoon Ananda Krishnan and Saudi Telecom, is launching the initial public offering on Bursa Malaysia two years after it was taken private and delisted.
It is offering 2.25 billion, or 30%, of its shares at an indicative price of 5.20 ringgit ($1.52) which would raise MYR11.7 billion. Most of the shares will go to institutional investors.
Parent company Maxis Communications is expected to deploy the proceeds of the sale, slated for Nov. 19, on funding expansion in the booming Indian and Indonesian markets, and to reduce debt.
Economic pundits are upbeat about the listing despite the uncertain global economic outlook that has soured other recent share offerings in the region, but warn that the market remained unpredictable.
Yeah Kim Leng, chief economist with ratings agency RAM Holdings, said that Maxis' dominant position in the domestic telecoms industry had triggered an early rush to collect application forms.
"Investors can smile. The listing is likely to be successful," he told AFP, but said there were unlikely to be any hefty immediate profits.
"The market is very volatile. It is not a sure bet. But the sentiment is strong for Maxis," he said.
The listing includes only Maxis' Malaysian mobile business and excludes its ventures in India and Indonesia which remain under Maxis Communications, the unlisted parent company.
Alliance Research said Maxis remains the leading mobile operator in Malaysia in both the prepaid and postpaid segments with some 11.4 million subscriptions as at end of the first half of 2009.
Its postpaid segment commands a huge 46.4% of the local market share, but Alliance said the business had "limited growth prospects, without overseas operations."
"The new listed entity will be without its overseas operations which could offer robust growth potential going forward. Investors are left with domestic operations, in which mobile business faces limited growth," it said.
Nazir Razak, group chief executive of CIMB which is the principal adviser for the listing exercise, has said the IPO will be the biggest in Southeast Asian history.
He has defended the company's growth prospects, saying there is still plenty of potential for the group's broadband and data segments in Malaysia and that SIM card penetration is also predicted to grow.
Ananda Krishnan owns a 45% stake in Maxis Communications, while Saudi Telecom owns 25% and the remainder is held by local funds.
Apart from Maxis, Ananda--ranked by Forbes magazine as Malaysia's second-richest man--has interests in the country's pay TV operator Astro, gaming and power firm Tanjong and satellite services company Measat.

Dow Jones Newswires

October 31, 2009 23:13 ET (03:13 GMT)

Sunday, November 1, 2009

Las Vegas Sands Corp Q3 2009 Earnings Call Transcript

Look to pick up (LVS) Las Vegas Sands on weakness, as the markets sold off after rising, going to be trading in a range here....

Still going to be buying rubber stocks, gaming stocks, on dips... The earnings will be there, buy on fear and sell the fact!!!

-Roll the bones.....

Scomi inks global distribution deal with Artevea