【BURSA 1818 交流专区】大马交易所

小小男孩

bursa 在那边要上不上，要下不下！

真顶部顺！

小小男孩

市场担心局势不稳定！购买意愿没有！

olympic

大马政治充满变数

西甲霸王

做么顶不顺？你想要出货?
我可想他掉下来一点呢,那我才可以买便宜货,还在后悔昨天8.75没买进.
我觉得bursa 快要派股息了啦,收住不要卖先啦,看他股息高不高嘛~~~~
如果我有子弹肯定再加码呢.
之前抱着投机的心态玩了一下gplus,输到灰头灰脸,晚上持票又睡不安,痛下决心不再玩那些炒家股了,
被庄家套牢震仓的经验,真的是一次就够了,还是买一些优质热门股,晚上睡觉还比较安心.

ThermoFisher

tan81兄跟我的想法一致，这也是为什么我还在思索要以不变应万变，或是卖高买低，先看一阵子在说吧。下星期我会到中国出差一个星期，我还在衡量当中的风险，tan81兄，我想听听你的意见。

tan81

什么意见？ 如果是关于Pbbank 的持股，我希望你继续持有。Inactivities 对长期投资是好事来的。不要有任何动作，就是长期投资会赚到钱的唯一动作。
我相信。
如果不方便，可以私下PM我，可以向鱼大学习，是难得的机会。

Mr.Business

新闻。

Bursa could make capital repayment
Published: 2008/04/03

MALAYSIAN stock exchange operator Bursa Malaysia could make a capital repayment to shareholders if the board is comfortable with cash levels towards year-end, the chief executive said today.

Datuk Yusli Mohamed Yusoff was speaking to shareholders at the company’s annual meeting.

Later he told reporters that Bursa Malaysia will find it challenging to achieve the same kind of results as last year.

Bursa Malaysia doubled net profit to RM240.6 million in calender year 2007. - Reuters

http://www.btimes.com.my/Current ... /Article/index_html

Mr.Business

哪间公司明天就要公布业绩？

tan81

EX-date       
:
        16/04/2008
Entitlement date       
:
        18/04/2008
Entitlement time       
:
        05:00:00 PM
Entitlement subject       
:
        Final Dividend
Entitlement description       
:
       
Final dividend of 25 sen per share less 26% income tax
Period of interest payment       
:
        to
Financial Year End       
:
        31/12/2007
Share transfer book & register of members will be        
:
        to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no       
:
       
Tenaga Koperat Sdn. Bhd. (118401-V)
20th Floor, Plaza Permata
Jalan Kampar
Off Jalan Tun Razak
50400 Kuala Lumpur
Tel No. 03-4047 3883
Payment date        
:
        30/04/2008
a.
        Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
       
:
        18/04/2008
b.
        Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
       
:
       
c.
        Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
       
:
       
Number of new shares/securities issued (units) (If applicable)
       
:
       
Entitlement indicator       
:
        RM
Entitlement in RM (RM)       
:
        0.25

tan81

有钱收了 。不错。。。。看来这一楼还是很冷清。

ThermoFisher

tan81兄，别人都看坏的时候就是我们偷偷买进的时候，别人都看好的时候就是我们偷偷卖出的时候。。。

Mr.Business

新闻。

Bursa set to seal deal with CME

By Adeline Paul Raj         
Published: 2008/04/04

BURSA Malaysia Bhd expects to wrap up talks this year for a partnership with the Chicago Mercantile Exchange (CME), the world's largest futures trading institution.

"Discussions are ongoing. We're working towards concluding something this year," Bursa's chief executive officer Datuk Yusli Mohamed Yusoff said after an annual shareholders' meeting yesterday.



He said Bursa will first pursue a business partnership with CME, but when pressed by reporters if there will also be an equity sale, he conceded that it is "obviously something that could happen".

Media reports last year quoted sources as saying CME may buy a 10 per cent stake in Bursa. Bursa wants to work with CME to grow its derivatives business further.

It has targeted to grow derivatives contracts by 50 per cent this year from 6.2 million last year. Bursa also plans to introduce direct market access for the derivatives market very soon, as well as US-dollar palm oil futures.

So far, derivatives contracts have grown by 16 per cent in the first quarter, he said.

Yusli voiced hope that growth in the derivatives market would help cushion the blow of a slower equities market this year.

He said it would be tough, nevertheless, for Bursa to achieve the same kind of strong financial results as last year.

Bursa, whose net profit grew 123 per cent to RM240.6 million last year, is set to announce its first quarter results in about two weeks.

It may make a capital repayment to shareholders if the board deems the company has excess cash at the year-end, Yusli said.

Bursa has a capital expenditure of RM75 million this year, the bulk of which will go towards investments in technology.

Bursa, which has a policy of paying out 75 per cent of after-tax profits as dividends, will try to maintain its higher payout of over 90 per cent in each of the last three years, said Yusli.

On attracting foreign companies to list here, he said Bursa plans to reach out to companies that have difficulty in accessing foreign investors.

"We would hope that we can have a few companies in the near future," he said.

http://www.btimes.com.my/Current ... /chica.xml/Article/

[ 本帖最后由 Mr.Business 于 4-4-2008 09:15 AM 编辑 ]

悶蛋

原帖由 ThermoFisher 于 2-4-2008 11:53 AM 发表
如果外围因素依然不明朗，我或许会乘高卖出一部分大众银行，然后乘低再买回，以赚取差价，这么做不容易成功，所以我还再考虑当中

说真的,对于大众我真的还不知道什么时候会有低点...
越想越后悔的说

ThermoFisher

如果能让你猜得到你就是神，不是人了 （应是闷蛋才对）

publicpang

捕杀来鸟。。。。迈向7。00。。。

tan81

跌到RM7？
我有一些疑问。有谁了解，为何Bursa 的现金流入会比ＥＰＳ还多？

还有一些询问Ｂｕｒｓａ的固定资本开销的朋友，我想Ｂｕｒｓａ可以为持在ＲＭ１５０Ｍ左右。
只是比较在意它的Ｓｏｆｔｗａｒｅ　和ＩＴ　的支出。肯定给了自己人赚大钱。
不然，它的盈利还可以更多。

Mr.Business

與芝加哥及區域同儕商結盟‧交易所集中游資推動大市

2008-04-04 10:52

（吉隆坡）大馬交易所（BURSA,1818）首席執行員拿督尤斯利表示，大馬交易所與美國芝加哥商品交易所（CME）和其他交易所結盟計劃尚在洽商中，希望會在今年會達致一些成果，並希望從而集中區域游資，共同推動股市表現。

尤斯利表示，與芝加哥商品交易所的洽商持續中，至於希望今年內會達到甚麼樣結果，將胥視雙方的洽商情況而定，交易所並不會急於成事，因為這對交易所是非常重要的事。

除了美國芝加哥商品交易所，大馬交易所也與區域同儕進行洽商，包括新加坡、泰國、印尼、及菲律賓股票交易所等，以便進行結盟聯系，交易所是與一對一的方式進行結盟洽商。

他週四（3日）出席交易所的股東常年大會後說:“我們最終的目標，是要集合區域市場的游資，更為順暢無阻地在區域股市流動，推動各地股市表現。”

鼓勵外國公司馬股上市

談到吸引外國公司到馬股上市時，尤斯利表示，交易所所推行的任何措施，皆是要提昇交易所的吸引力，鼓勵外國公司到馬股上市。

這些措施包括改進基本設施、加強科技、採取最佳作業操守、加強市場流通率、及提供合理估值等

他說:“我們希望能夠在最短時間里達到市場要求，吸引更多外國公司到馬股上市。”

尤斯利指出，交易所希望近期內會有數家外國公司到馬股上市，作為一個良好的開端，不過，交易所並沒有對外國公司在馬股上市，設下任可預定目標。

他說，目前外國投資者在馬股的參與度，達到整體市場約40%份額，顯示外資投資機構在馬股已相尚當活躍，相信也有助於進一步吸引更多外資公司到馬股進行首次公開售股（IPO）活動。

料推出更多交易產品

為了增加交易所的吸引力，他表示，交易所料會推出更多利基及本身強勢的交易產品，以吸引外國投資者到馬股上市，或進行投資。這些強勢領域包括種植、油氣、回教金融及指數產品等。

截至3月杪，大馬交易所的外國持股權已降至30%水平。不過，本地大型投資機构，如僱員公積金局則進場增購股票。

他表示，由於交易所的業務表現，與整體股市交投活絡及表現息息相關，所以，一旦馬股交投低沉，交易所的股價也面臨下滑回落。

他表示，雖然交易所希望更多國內外公司在馬股上市，不過卻是還是較著重“重質不重量”，所以去年的新股上市數目下降，主要是當局採取更嚴峻的上市要求所致。

或進行另一輪資本回退

尤斯利表示，如往年慣例，至今年年杪時，若董事部對公司現金水平感到舒适，有能力回饋股東，該公司可能會進行另一輪的資本回退計劃。

料保持原有派息政策

他表示:“若沒有出現任何不可預見事故，交易所將會保持原有的派息政策，即將公司盈利的75%，充當股息派給股東。”

尤斯利指出，若以今年首季股市表現來看，交易所要在今年裡交出去年般業績，將深具挑戰性。

交易所2007年財政年淨利倍增至2億4060萬令吉，主要是去年整體馬股表現標青。

雖然目前市況不理想，不過，由於國內及區域經濟基本因素保持強勁，大馬企業應趁低建立更強穩的基礎，以在事過境遷，如美國市場触底回彈時，從中攫取投資良機。

他表示，交易所已經接獲數項建議，以便採取有效措施處理旗下的大廈，包括進行資本管理計劃在內。

星洲日報／財經‧2008.04.04

http://biz.sinchew-i.com/node/11378

tan81

他表示，雖然交易所希望更多國內外公司在馬股上市，不過卻是還是較著重“重質不重量”，所以去年的新股上市數目下降，主要是當局採取更嚴峻的上市要求所致。

这句话，简直是在讲骗话。

尤斯利表示，如往年慣例，至今年年杪時，若董事部對公司現金水平感到舒适，有能力回饋股東，該公司可能會進行另一輪的資本回退計劃。

喜欢短期进出的朋友，应该在９月就持有Ｂｕｒｓａ。　根据我的观察，它在年尾的Ｗｉｎｄｏｗｓ　Ｄｒｅｓｓｉｎｇ　，做得很凶。
不过，买卖自负，要小心了。

kitnina

这只前景可观，这几天掉就买一点，希望还来得及。

ThermoFisher

Bursa Malaysia

Sell (downgrade from Hold)

Hit by external and local headwinds TP: RM7.90
Current Price: RM8.80


1Q08 average daily value for equities (e. -28% YoY) and average daily
derivatives contracts (e. +16% YoY) were lower than expected.

We expect sentiment to remain weak in 2Q-3Q08 as external and
domestic issues linger, dragging down trading volume on Bursa.

FY08-10 earnings forecasts cut by 22-31%; we also downgrade Bursa
to a Sell with a revised TP of RM7.90.
Trading volume lower than expected. Average daily trading values (ADV)
for equities have come off to about RM1.7b in Mar 08 from RM1.78b in Feb 08
and RM2.6b in Jan 08 (chart 1). 1Q08’s ADV of RM2b vs. RM2.8b in 1Q07 was
below our expectations of RM2.3b for 2008. Derivatives’ average daily volume
grew just 16% YoY (chart 5), below our forecast for 40% growth in 2008.
Investor sentiment was dented by the Mar 08 general elections results, while
external economic issues continued to hog the limelight in 1Q08.
Expect sentiment to stay weak in 2Q-3Q08. We expect near-term market
sentiment to remain weak as issues on local politics and policy directions may
linger, and as the US economy moves towards a recessionary phase. As the
US equity markets follow into bearish territory, the KLCI, like its regional peers,
is unlikely to de-couple from the downtrend. Our 2008 YE KLCI target has been
lowered twice since early this year to 1,300 from 1,520, but there is still
potential downside in 2Q-3Q08 – the KLCI could ease closer to 1,100 pts
before recovering in 4Q08, on hopes for recoveries in the US housing market
and consumption (see our 2Q08 Market Outlook, 31 Mar 2008).
Lowering expectations. Market capitalisation for equities was up 30% in 2007
while ADV was up 114%, underpinned by the bullish undertone of regional
markets. Market velocity shot up to 53% in 2007 from 33% in 2006 (chart 3).
Market capitalisation has since come off by 15% while velocity in 1Q08 was an
estimated 47% (Jan 08: 56%, Feb 08: 38%, Mar 08: 40%). On the back of
weaker quarters ahead, our ADV forecast is lowered to RM1.67b for 2008
(previously RM2.3b) on a market velocity of 45% (previously RM53%) (see
table 1 for assumptions). We have also cut our expectations for derivatives
volume growth to 10% in 2008 (+40% previously).
Reducing FY08-10 forecasts by 22-31%, but there may be further downside
to our revised forecasts as we have yet to include the impact of the new
clearing fee structure effective this year, pending an update. Our revised target
price of RM7.90 (sum-of-parts; table 2) (RM12.80 previously) is based on a
lower target PER multiple of 18x for FY09 (24x PER for FY08 previously).