Saturday, April 2, 2011

MAPSSCOM FBMKLCI MEDIA ANALYSIS 2011.2 QUARTER

JUNE.END OF 2 QUARTER.

APRIL.
1.4.11.FRIDAY.
FBMKLCI ROSE 1555.38.VOL=1.51B=G=517/L=319.
WHILE ASIAN MKT.UP EXCEPT NIKKEI.
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MARCH.
ANALYST EXPECTS MKT.TO RISE NEXT WEEK.N BEYOND

THE POSITIVES.
1.UNVEILING OF MORE INVESTMENTS IN COMING MTHS.
2.SLOWING SUBSIDY CUTS.
3.ANALYST TARGET FBMKLCI 1640
4.AGAIN,MOST ANALYST ARE BULLISH.
5.8 CONSECUTIVE QUARTERLY GROWTH.SINCE 2 QTR 2009.

THE NEGATIVES.
1.CHINA TIGHTENING LENDING RATES.
2.EURO DEPT.CRISIS-PORTUGAL N IRELAND
3.HIGHER OIL PRICE ABOVE USD 150 PER BARREL
4.US CONCLUDING ITS QE.

THE SHOCKER
1.WAR IN MIDEAST.
2.POLITICAL TENSION IN MIDEAST.
3.NATURAL DISASTER.

MAPSSCOM FBMKLCI MEDIA ANALYSIS 2011.1 QUARTER

SOURCE=FREEMALAYSIATODAY-BIZPG.

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MARCH.END OF FIRST QUARTER 2011.

TIMBER STOCKS WERE THE HOT FAVOURITE.
IN MARCH,JAPAN DISASTER ADDS TO THE GLOOM.
USD 287 BILLION WERE WIPE OUT FROM THE NIKKEI.
BURSA MKT.CAP HELD BY FOREIGN FUNDS
STANDS AT 21.5% ON ASSUMPTION OF A RM4B SELLDOWN.
SINCE JAN.2011.ASAT 31.12.10 WAS 21.9%.
FOREIGN FUNDS BEGAN SELLING SINCE JAN.2011.
LOCAL FUNDS SUPPORT THE MKT WHILE RETAILERS
WERE NET SELLERS.
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REPORT.RUBBER PRODUCTS EXPORTS UP.
1.N.AMERICA[30%]-USA[28%]
2.EU[26%]
3.EAST ASIA[14%]-SKOREA[53.3%]=CHINA[30.7%]
4.ASEAS[9%]-THAI[51.7%]

OTHER CONTINENTS.
1.CENTRAL ASIA[78%]
2.EASTERN EUROPE[47%]
3.SOUTH ASIA[30%]
4.SAMERICA[30%]
5.NAMERICA[26%]

SECTORS.
1.RUBBER GLOVES.
2.CONDOMS.[KIV TAKASO]
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30.3.11
FBMKLCI ROSE 1531.63.VOL=2.33B=G=670=L=242.
WHILE ASIAN MARKET UP.
29.3.11
FBMKLCI ROSE TO 1520.09.VOL=1.75B=G=543/L=264.
STRONG PUSH.HIGH-CLOSE.UP ON PCHEM N SIME.
WHILE ASIAN MKT.DOWN.
28.3.11
FBMKLCI DROPS TO 1514.25.VOL=1.28B=G=371/L=379.
26.3.11
ANALYST EXPECT MKT.TO RISE NEXT WEEK.
24.3.11
FBMKLCI ROSE TO 1513.84.VOL=1.04B=G=444/L=299.
TIMBER STOCKS STILL IN FOCUS.
23.3.11
FBMKLCI ROSE TO 1511.99.VOL=1.29B=G=515/L=251
22.3.11
FBMKLCI ROSE TO 1509.10.VOL=1.43B=G=518/L=250
21.3.11
FBMKLCI ROSE TO 1508.88.VOL=1.19B=G=587/L=200
17.3.11
FBMKLCI DROPS TO 1492.09.VOL=922M=G=284/L=435
AGAIN,TIMBER STOCKS ROSE.
16.3.11
FBMKLCI ROSE TO 1485.29. BY MIDMORNING.
15.3.11
FBMKLCI DROPS TO 1480.12 BY MIDMORNING.
OVERNIGHT LOSSES ON DJIA N JAPAN DISASTER CRISIS.
14.3.11
FBMKLCI DROPS TO 1494.51 BY MIDMORNING.
TIMBER STOCKS HOWEVER,ROSE.
SPECULATIVE ELEMENT DUE JAPAN DISASTER CRISIS.
TIMBER N OIL N GAS DEMAND TO RISE.
12.3.11
ANALYST EXPECTS MKT.TO FALL NEXT WEEK[14.3.11]
11.3.11
FBMKLCI DROPS TO 1495.62.VOL=1.02B=G=118/L=678
OIL N GAS STOCKS LEADS LOSSES.
10.3.11
FBMKLCI DROPS TO 1516.91.VOL=1.09B=G=483/L=253
8.3.11
FBMKLCI ROSE TO 1517.66.VOL=1.17B=G=529/L=223.
OIL DROPS TO BELOW USD 113/BARREL.
THE PSYCHOLOGICAL 1500 WAS MAINTAINED.
7.3.11
FBMKLCI DROPS TO 1515.74.VOL=714M=G=184/L=584
5.3.11
ANALYST EXPECT MKT.TO CONTINUE UPTREND
NEXT WEEK[7.3.11]
4.3.11
FBMKLCI ROSE TO 1522.61.VOL=1.13B=G=674/L=148
LOCAL FUND SUPPORT.
BANKING N PLANTATION STOCKS LEAD GAINERS.
US JOB DATA DECLINE AS WELL AS OIL PRICE.
3.3.11
FBMKLCI ROSE TO 1506.88.VOL=1.07B=G=503/L=252
2.3.11
FBMKLCI DROPS TO 1499.28.VOL=1.36B=G=117/L=796
1.3.11
FBMKLCI ROSE TO 1502.24.VOL=1.12B=G=356/L=412.
LOCAL FUND SUPPORT ON BANKS,OIL N GAS N
FOOD BASED CONSUMER SECTOR.
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FEBRUARY.
IN FEBRUARY,THE MIDEAST,AFRICAN N CHINESE
MONETARY TIGHTENING SPOOK INVESTORS.
FOREIGN FUNDS BEGAN SELLING.
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28.2.11
FBMKLCI ROSE TO 1491.25.
WHILE ASIAN MKT.DOWN.
26.2.11
ANALYST EXPECT MKT.TO BE WEAK NEXT WEEK[28.2.11]
25.2.11
FBMKLCI DROPS TO 1489.27.
BANKING N PLANTATION LEAD LOSSES.
24.2.11
FBMKLCI DROPS TO 1489.87.
23.2.11
FBMKLCI DROPS TO 1511.11
22.2.11
FBMKLCI DROPS TO 1513.63 DUE ARAB N AFRICA TENSION.
POLITICAL CRISIS N OIL ROSE TO USD 108/BARREL.
ALSO,CHINA MONETARY TIGHTENING POLICY.
21.2.11
FBMKLCI ROSE TO 1525.19 FROM A LOW OF 1505.54.
FOREIGN FUNDS SELLING WELL ABSORBED.
19.2.11
ANALYST EXPECT MKT.TO BE BULLISH NEXT WEEK[21.2.11]
18.2.11
FBMKLCI ROSE TO 1517.56.
17.2.11
FBMKLCI ROSE TO 1508.56 AMIDST FOREIGN FUND SELLING.
16.2.11
FBMKLCI ROSE TO 1506.30 FROM A LOW OF 1496.51.
LOCAL FUND MGR SUPPORT.
14.2.11
FBMKLCI ROSE TO 1505.33.
LOCAL FUND MGR SUPPORT.
12.2.11
ANALYST EXPECT A CONSOLIDATE MKT.[14.2.11]
11.2.11
FBMKLCI DROPS TO 1494.52
BANKING N PLANTATION STOCKS LEAD LOSSES.
PLANTATION SECTOR DOWNGRADED BY CIMB.
10.2.11
FBMKLCI DROPS TO 1503.99.CRASH.
9.2.11
FBMKLCI DROPS TO 1536.07
TELCO STOCKS STILL GAIN.
8.2.11
FBMKLCI ROSE TO 1539.55.
TELCO STOCKS LEAD GAINERS.DUE EXPECTED CAPEX RISE.
7.2.11
FBMKLCI ROSE TO 1535.60.
PLANTATION STOCKS LEAD GAINERS.
2.2.11
FBMKLCI ROSE TO 1531.82[HALF DAY TRADE DUE CNY]
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JANUARY.
IN JANUARY,BANKING N PLANTATION STOCKS WERE HOT.
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31.1.11
FBMKLCI DROPS TO 1519.94 FROM A LOW OF 1507.67
STRONG TECHNICAL REBOUND.
28.1.11
FBMKLCI DROPS TO 1521.89
WHILE ASIAN MARKETS FALL.
PLANTATION STOCKS LEAD LOSSES.
27.1.11
FBMKLCI ROSE TO 1526.96.
PLANTATION STOCKS LEAD GAINERS.
WHILE ASIAN MARKETS ROSE.
26.1.11
FBMKLCI DROPS TO 1520.00
PLANTATION STOCKS LEAD LOSSES.
24.1.11
FBMKLCI DROPS TO 1542.97.
22.1.11
ANALYST EXPECT CAUTIOUS TRADE NEXT WEEK[24.1.11]
21.1.11
FBMKLCI DROPS TO 1547.43.CRASH.FORCE SELLING.
WHILE ASIAN MARKETS MIXED.
19.1.11
FBMKLCI DROPS TO 1566.51.EXTENDED PROFIT TAKING.
WHILE ASIAN MARKET ROSE.
18.1.11
FBMKLCI DROPS TO 1570.04.PROFIT TAKING.
WHILE ASIAN MARKET ROSE.
17.1.11
FBMKLCI ROSE TO 1574.89.A NEW ALL TIME HIGH.
15.1.11
ANALYST EXPECT A STEADY MARKET NEXT WEEK[17.1.11]
14.1.11
FBMKLCI DROPS TO 1569.89.GAIN-317=LOSS-552.
PROFIT TAKING.
13.1.11
FBMKLCI ROSE TO 1571.56.
WHILE ASIAN MARKET ROSE.
12.1.11
FBMKLCI ROSE TO 1566.49.HIGHER.
11.1.11
FBMKLCI DROPS TO 1562.94.GAIN-437=LOSS-426.MIXED.
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WHEN MOST ANALYST ARE BULLISH-ITS TIME TO SELL.
WHEN THE FBMKLCI IS HITTING NEW HIGH-ITS TIME TO SELL.
WHEN THE VOLUME JUMPS-ITS TIME TO SELL.
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10.1.11
FBMKLCI DROPS TO 1563.52.PROFIT TAKING.
WHILE ASIAN MARKETS FALL.
8.1.11
MOST ANALYST ARE BULLISH FOR NEXT WEEK[10.1.11]
7.1.11
FBMKLCI HITS 1572.21.A NEW ALL TIME HIGH.
A RECORD WEEKLY GAIN OF 3.1% AND BEST WEEKLY
VOL.IN 6 MTHS.HOWEVER,MARKET GAINS N LOSS WERE
WEAK AT 526 GAIN/324 LOSS.ALL ANALYST ARE BULLISH.
WHILE ASIAN MARKET ROSE.
6.1.11
FBMKLCI HITS 1568.37.A NEW ALL TIME HIGH.
FOREIGN FUNDS ARE EXPECTED TO FLOW IN.
TA ON RSI IS AT 74 PTS.,STILL BELOW THE OB AT 80 PTS.
WHILE ASIAN MARKET ROSE.
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BANKING STOCKS WERE FAVOURITE AMONG INVESTORS.
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5.1.11
FBMKLCI HITS 1566.17 WITH 2.346 BILLION SHARES TRADED,
VALUED AT RM3.69 BILLION,LAST SEEN 17 YRS AGO ON
5.3.1994[RM5.567B]
WHILE ASIAN MARKET EDGE LOWER.
4.1.11
FBMKLCI HITS 1551.89.A NEW ALL TIME HIGH.                  
WHILE ASIAN MARKET ROSE ON GLOBAL ECONOMIC PROSPECT.
3.1.11
FBMKLCI HITS 1533.42.A NEW ALL TIME HIGH.
WHILE ASIAN MARKET ROSE ON FIRST TRADING DAY IN 2011.