要是拜４日圆升息，别乱卖小股

huatchai07

根据报道，日圆升息不会对KLSE造成大影响。。。
个人认为，影响只在 Bluechips，小股的外资成分不多。

想请教个位意见。

  
14-05-2007: No bubble over Bursa, say analysts
By Surin Murugiah
Email us your feedback at fd@bizedge.com


The Kuala Lumpur Composite Index's (KLCI) stellar performance in recent months has been driven by strengthening fundamentals and positive news flow generated by corporate developments in the country, analysts said.

They said the stock exchange was not a bubble waiting to burst as the country's steady economic growth, higher foreign direct investment and capital inflows and rising reserves from trade surpluses served to boost investor confidence.

The local stock market is expected to improve as the ringgit continues to strengthen against the dollar, hitting a fresh high in nine years on May 9 when it traded at 3.401 to the dollar.

Aseambankers research head Vincent Khoo said the KLCI had outdone itself in terms of how much pace it had picked up the last few months.

“The positive aspect of this is that it has grown in fundamentals and is not a bubble. It is performing strongly and is expected to improve further,” he said.

K&N Kenanga Research economist Wan Suhaimi Saidi said the general consensus was that the market was prime for a buying spree by both local and foreign investors.

“They are riding the wave, so to speak,” he said.

He said in the US, there was no real correlation between the stock market performance and the economy, pointing that despite a vibrant stock exchange, the economy was not faring as well.

“Over here, the strengthening currency is bringing in funds into the system. Also, the stock market is being driven by positive news flow in certain sectors like oil and gas, plantation and also corporate developments like mergers and acquisitions,” he said.

Wan Suhaimi said fund managers now approached investment differently compared to ten years ago, explaining that external factors played a major part in their investment decisions.

“Financial systems are also well regulated now compared to a decade ago, so the authorities are better prepared to deal with any surprises,” he said.

On the yen-carry trade, Wan Suhaimi said it raises perpetual concern as most of the money coming in here was borrowed, including those from hedge funds.

“Hedge funds are not always a bad thing. Some of them capitalise on excess liquidity and this in some ways keep market activity robust.

“However, it is difficult to estimate exactly how much yen-carry trade is in Malaysia as it is very fluid with movement of funds,” he said.

Wan Suhaimi said although the yen-carry trade in Malaysia was possibly smaller than that in Singapore, Hong Kong and other emerging markets, any unwinding of the yen-carry trade or panic selling would have serious repercussions here.

Khoo, meanwhile, said there had been some unwinding in yen-carry trade but the interest rates differential still made the yen attractive.

“People borrow the yen for a variety of reasons, including investments in the stock market as well as other ventures. If the interest rates in Japan go up, it would result in some unwinding of yen-carry trade but we do not have an estimate of how much yen-carry trade is conducted here in Malaysia,” he said.

chukh1

瓦老咧..

看到这样的消息, 我更觉得心寒...jialat!
今天晚上又要进去庙堂,自己脑袋里面开大会了! 鸡蛋糕!

huatchai07

鸟的，今天４点已经开始乱卖，散户不合做，死了啦。。。

我难得等到MOLACS 上回０。３６，都不舍得卖给他跌，却被其他卖下去

8years

这次的升息不会比上次那么严重，因为大家已经有了防备。不过如果星期四真的会起息，那么就可能这几天都成交少，index应该会不上不下，静市。

huatchai07

近来买方少，很多股价上得好慢。。。

但KLCI跌时，少少的成交量却把我的股跌得爸妈都认不出。。。

8years

这只能代表散户不看好股市，所以2-3线全面下跌。但是klse已经让你看到大户的看法。要2-3线股起，重要的是人气和成就量，klse起对他们已经用处不大了。
毕竟现在每个人都在担心中国泡沫，再加上日本可能升息，所以就会很静。

yewsin56

這几天小股跌到丫丫聲，你不賣？誰在賣？你叫我們不要賣，我們都聽你的話多多錢都不賣，又誰在賣？妙！怪！奇！
哈哈哈哈！哈！哈！妙怪奇拚命的賣。他越賣就越過癮。哈哈哈！

8years

想想也对，2-3线股需要散户的乐观和成交量才会有表现。现在担忧中国，担忧日本，担忧不知熊还是牛来。在这样的情况下散户如何乐观？？散户不乐观2-3线如何会起？？

maomao2

老实说中国现在的股市才是让小弟最担心的（怕中国经济泡沫）。。。228过后到现在小弟还是心有余悸。。。担心说股市什么时候会崩盘。。。

8years

原帖由 maomao2 于 15-5-2007 02:53 AM 发表
老实说中国现在的股市才是让小弟最担心的（怕中国经济泡沫）。。。228过后到现在小弟还是心有余悸。。。担心说股市什么时候会崩盘。。。

运用buffet的投资方法就不用怕。买进低价的好股然后长期持有。现在klse依然有很多好股是低价的。不过我不知是那一个。

honbeng

美國今晚有沒有上

8years

原帖由 honbeng 于 15-5-2007 03:20 AM 发表
美國今晚有沒有上

http://finance.yahoo.com/

今天明天美国上下都不重要，重要的是下个月美国有升还是下。看长远才能在股市赚钱。

maomao2

美国股市今晚有点怪怪的。。。前一分钟还是起十几点的。。。几分钟后就跌了十几点。。。有可能这就是股市吧。。。

36

中国股市持续走高 国际投资人罕见大举撤出资金  
发表时间:2007-05-15 08:07    来源:中国新闻网
中新网5月15日电 美国《侨报》消息,尽管中国股市持续走高,但在过去的一周中,国际投资人却罕见地大举撤出中国概念股基金。据美国基金研究机构新兴市场投资基金研究公司(EPFR)对全球范围内近万只投资基金的跟踪调查,在5月份的第二周,国际投资人从EPFR中国股票基金中累计撤出了5.74亿美元资金,这也是此类基金自今年1月中旬以来首次出现净流出的现象。
据统计,在过去的一周中,EPFR中国股票基金为投资人带来了4.35%的收益率,是EPFR全球分类基金中表现最好的一个。
然而,如此高的回报也令投资人的风险意识大增,不少人都将资金从中国股票基金中兑现,转而投向被认为更安全的发达市场,譬如美国大盘股基金以及欧洲股票基金等。
随着中国股市特别是A股市场持续上涨,各界对于中国股市是否过热的争论也不断升温。以高盛为首的一些外资发出了A
股出现泡沫的警告,但对于A股后市的表现,经济学家们仍存在广泛分歧。
渣打银行高级经济学家王志浩表示,鉴于中国股市流动性充足、利好企业盈利消息不断以及散户投资热情高涨等因素,上证指数有可能继续冲高,甚至不排除在一个月内冲破5000点,除非当局采取降温举措。
摩根士丹利中国策略分析师娄刚在近期的一篇投资策略报告中指出,A股市场已明显过热,股指过高,监管层应快速采取更大胆调控措施。
瑞士信贷亚洲首席经济学家陶冬4月底则在个人博客上撰文称,他个人认为A股长期仍将走强,不过在今后的三个月内有跌破3000点的风险。

[ 本帖最后由 36 于 15-5-2007 10:05 AM 编辑 ]

音魂不散

我个人...人为...
散户还没有盲目的追股....

熊该还不会来....
如果有天成较量突然大增...
那么....

huatchai07

什么是散户？？？？

就是叫你不要卖，自己偷偷卖

酱就好咯，今天可跌得正好是回场的时候咯。。。

美国上，日本还想升息吗