Thursday, July 30, 2009

马华别再受挨打,现在就反攻吧!

马华至今还是处于在受挨打的状况,在308,我们被指为虎作伥,协助巫统霸道。接着下来,又跌入反对党的圈套,要去挖掘PKFZ的烂坎,搞得满身是蚁,时间过了这么久,还是无法揪出涉嫌者,结果所带给党的都是负面的影响。现在又要发出‘封口令’,不准党同志责问党领袖的不足之处,为什么我们总是开倒车呢?

党要转型,就不要一直处于防守,开始进攻吧!在人民的眼中,国阵政府过去的过失不计其数,如果我们还随波逐流,愚蠢的每天去只挖掘自己以往一切的过失,赤裸裸的让人民只看到我们的每一个丑陋面目,让人民以为我们过去真的是太烂,看久了,选民对国阵的印象,不烂才怪。这种做法简直是等于为自己挖坟墓,让选民在来届大选,把我们全军覆灭埋葬掉,以消除他们被假象所制造成的心头之恨。我们真的要束手待毙吗?

当务之急的是,我们应该开始反攻,不要让以往的过失拖累,不要让‘翁蔡’成为人民负面讽刺的笑料,我们要开始展示我们可以为人民带来最美好的未来和前途。我们要把人民的焦点转向正面的轨道。反攻要如何开始呢?

党已经拟定了‘三拼’为党迈向前进的大指南,就让我们先从经济下手,经济是全体上下人民都最关注的课题。党要和政府配合,拟出国家经济的大蓝图,接着就要带领全体人民参与每项经济策划的实施,让人民知道他们如何可以从政府的‘经济振兴配套’受惠。让人民可以感受到经济复苏的喜悦。

在政治方面,我们要展示我们是国阵理,有实权的老二,同时要以实际的行动,证明我们可以为人民解决政治的问题。况且,现在首相已经为6个领域设下了目标,我们应该配合这6位部长,带领人民,一起实现这些目标。

在种族和谐方面,我们要在政经文教各领域开拓可以让每个民族有机会交流的道路,让各族人民促进彼此之间的认识和融解。各族人民,只要有机会去互相认识,就会发现到,彼此之间的距离,原来没那么远。就譬如我,下个星期天,来自三个马来家庭的朋友,要来我家做客,还特地要求我为他们煮‘金香’螃蟹来招待他们。由此可见,马来西亚种族之间的关系,其实还蛮好的。

党要强大,请不要再受挨打,现在就反攻吧!

Wednesday, July 29, 2009

Shanghai fell 5%

Europe stock futures turned negative after Shanghai Stock Exchange composite index dropped more than 5% on concerns that Chinese banks to begin restrictions on lending. Asian markets are not spared either with KLCI drops 16 or 1.37% at 3.30pm before recovered slightly to close at 1,164.48 (-7.90 or 0.67%)

KLCI has gained 127 points or 12% from its recent low of 1,052 recorded on 8/7/09. The market may take this opportunity for a breather to retrace to 1130.

Bank Negara is likely to leave over night policy rate unchanged at 2% as inflation is under controlled while export market for electronic is still weak.

Tuesday, July 28, 2009

EPF to loan RM5b to Prokhas??

EPF is said to be ready to fund RM5b, (out of the total RM10b required) at an undisclosed rate to Prokhas, the government-owned special purpose vehicle that is administrating two schemes under the second economic stimulus package totaling RM60b, announced in March 09.

The two schemes which are under the purview of Ministry of Finance, are known as Working Capital Guarantee Scheme and Industry Restructuring Loan Scheme respectively. They are allocated with RM5b each.

EPF's talks with Prokhas may draw some criticism, as loans to government agencies and corporations have in the past been called bailouts for poorly performing local companies by critics and the resurgent opposition.

In 2008, the government said it would transfer 5 billion Ringgit from the (EPF) to state owned fund manager Valuecap to be invested in undervalued Malaysian stocks.

KLCI @ 28/7/09

The Malaysian share market reached a new high for the year today with the index touched an intra day high of 1,174.01(+17.58 or + 1.52%) at 3.30pm. The index closed at 1,172.38(+15.95 or 1.38%) Amongst the big gainers are plantation stocks such as Kulim, KLK and Genting Plantation. Also making huge advances are stocks related to Ananda Krishnan, such as Tanjong and Tanjong-Offshore. Not to be left behind are consumer counters such as Nestle, BAT and Dlady and conglomerate Sime.

Punters’ favorites such as KNM, SAAG, TIME, TIMECOM ended little changed.

Counters to look out for are:

1) KOSSAN has denied it is suffering from cash flow problem. The counter has fell from RM4.10 about 2 weeks ago to low of RM3.50 yesterday. It is holding well today with low of RM3.58 to close at the day high of RM3.66. CIMB has a target of RM6 for KOSSAN.

2) LIONIND has reached a new high for the year. It should lead the rest of the companies within the group, namely, LIONCORP, LIONDIV to new highs.


Disclaimer: Views expressed are intended for discussion purposes only.
Readers should not treat such content as advice relating to legal, accounting, taxation,technical or investment matters and should consult their own advisers. The writter should not be held liable for the views expressed or implied(including liability to any person by reason of negligence or negligent misstatement).