Predict High Volatility on Stock Market from 15 April to 25 April 2010

There’re so many good news since March 2010. Economic Indicator is actually showing us the improvement of Global Economy. I predicted V Shape Recovery on March, which is correct (Please refer to my post).

 

What happen in April 2010?

Currency Manipulation Issue in China, will affect global recovery. Refer to Wen Jiabao, “RMB is not undervalued”….Destructive Global Trade War Coming soon… My CL Fund is successfully raising enough cash at this moment. We expect high volatility from April 15 to 25 April 2010. During this period, we will monitor this event closely. Optimism from investors will turn into pessimism immediately if the policy is bad for the recovery.  Second Great Depression is possible after Lehman Brother Panic 2008.

 

 

 

Special Situation Investing Team

 

 

 

 

Tracking Insiders : UNICO

Thursday, 1 Apr 2010
12:45PM Teoh Hock Chai @ Tew Hock Chai (1,500,800 Shares Acquired)
12:44PM Teoh Hock Chai Sdn Bhd (1,500,800 Shares Acquired)
12:44PM Eng Lee Kredit Sdn Bhd (750,800 Shares Acquired)
12:43PM ELK Group Sdn Bhd (1,500,800 Shares Acquired)
12:43PM Teoh Hock Chai @ Tew Hock Chai (1,500,800 Shares Acquired)

Overweight on Plantation (March 2010)

The recent dry spell and high temperatures in the region could spark renewed concerns on El Nino, which would benefit the plantation stock prices.

Insider News : UNICO

30/03/2010 - Eng Lee Kredit S/B bought UNICO.

Lastest Holding :

1,380,000 unit shares – RM81,300,000

(Source: Reuters.com)

GENTING Singapore : Expect High Profit Margin on Coming Quarterly Result

I personally visited GENTING Singapore's casino and Universal Studio last week.

Universal Studio - Very crowded, 40% Local Singaporeans and 60% Foreign Visitors. Very long Q on waiting for each game.It will generate enough return for GENTING Singapore in coming quarter.
Casino - I saw many local Singaporeans, don't care bout entry levy, just pay S$100 to go to bet with Uncle Lim. There're many Chinese from China, holding Working Permit in Sg, actually go into casino after office/working hours. Weekend, JB Chinese, actually travel from JB to Sentosa Singapore. There're no reason for them to travel from JB to KL for gambling purpose. Singpaore is close to JB, Jakarta.
Hotel - 85-90% occupied.
After this visit, i'm very optimistic about Genting Singapore. But, next month, Las Vegas Sand will be opened in Marina Bay Singapore. Temporary short-sell in Genting Singapore (G13) share, is good opportunity to accumulate the share at lower valuation before next quarterly result announce.

CFD(Contract for Difference) vs SBL(Securities Borrowing & Lending) - Short Sell

Share Borrowing and Lending (SBL) facility allows you to short the market by borrowing shares, the accompanying administrative hassles often results in investors missing out on the ‘right’ price to sell.

Why CFD convenience to short sell?
A CFD allows you to take position on a stock without needing to buy and sell the shares themselves. Therefore, CFD investors can take short positions, and not be limited to the T+30 days contra period or be tired out by the administrative hassles that accompany SBL trading.