The Next Big Crash - Are You Prepared?

[felixleong]

wow 3% rebound!!!

[evolance]

Yeah..comfort delgro here i come! Gota do some analysis liao..anyone done any research on its intrinsic value? Such company shd use wat type to analse? DCF?

Competitiveness may haf drop due some overseas ipo,but dun tink fundamentals are affected,less big shareholder slf lookin for greener pasture,or due comfort delgro no longer as singapore centric as before?

[kayhian]

Bernanke only can prolong his QE until this August if i am not wrong. Then most probably a lady will take over. So maybe the next phase of "Roller Coaster Ride" will begin. i wish i could know what the lady going to do next. Who knows? Who can tell? God bless us all. (Sorry, my apology to all non-believers).

Yellen is supposedly even more dovish than Ben

http://www.cnbc.com/id/100618634

if they end QE3 early then they will have to start QE4 sooner.

why would central bankers do that?

[felixleong]

Yeah..comfort delgro here i come! Gota do some analysis liao..anyone done any research on its intrinsic value? Such company shd use wat type to analse? DCF?

Competitiveness may haf drop due some overseas ipo,but dun tink fundamentals are affected,less big shareholder slf lookin for greener pasture,or due comfort delgro no longer as singapore centric as before?

comfort delgro I like but I feel still a bit expensive now at 16 times earnings 3% yield
I would like to pick this one up if it sells for like 12 times earnings 5% yield range

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Bernanke only can prolong his QE until this August if i am not wrong. Then most probably a lady will take over. So maybe the next phase of "Roller Coaster Ride" will begin. i wish i could know what the lady going to do next. Who knows? Who can tell? God bless us all. (Sorry, my apology to all non-believers).

Yellen is supposedly even more dovish than Ben

http://www.cnbc.com/id/100618634

if they end QE3 early then they will have to start QE4 sooner.

why would central bankers do that?

I think there wouldnt really be any QE4, probably they will just extend QE3 dates longer, they already used up all the tools they have, like low interest rates, buying short mid and long term bonds till the whole yield curve is low already. They either maintain the curve flat by extending the current loose programs which investors will see as positive, or they can press the spike button and market will jerk, good game

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I hope you guys are enjoying your Vesak day, I think its really a nice time for our exchange to be closed today as the Asia market remains volatile.

The Nikkei Stock Average climbed 2.7% early morning in Tokyo after diving 7.3% in the previous session. Investors saw the strong US close last night as a good sign and was bullish for the start, however many traders got trapped as the bear strike again mid day, sending the Nikkei deep red at 1.5% down from previous day!

[Image: bear+trap.png]

[CY09]

Hi, Just a correction. There is no such thing as QE3 or 4 for now.
What the fed has been doing is pumping money into the markets every month to the amount of 85 billion. So it has been termed as QE infinity.

[nathanmaloney]

Anybody loading up on Monday?

[evolance]

Anybody loading up on Monday?

Undecided, US market no clr indications..DJI went dwn 80+ before climbin to less than 10 pts gain..
Definitely lookin at comfort delgro is bull is intact and after i do my maths to see if its valuable now..

As pointed out in previous post by felixleong,tink currently still slightly above historic pe,not sure is it using latest earnings though,am using bloomberg,haven compute persoonally though..

U?

[nathanmaloney]

Taking a breather on Monday and possibly taking positions on Tuesday on some high yield counters such as 2nd chance (anybody else notice its insistent rise these few weeks, anything brewing in the works?).

For me, this seems like a temp dip rather than a full blown correction. Afterall, no end of QE in sight, Japan's turnaround is in progress and I believe China numbers will improve in 2H.

So let the hunting season on yield continue and hopefully, there's still a window of opportunity before we should turn cautious.

[evolance]

Ya..i am wif u on the sentimental on yield hunting..jus tt my portpolio is consist of 50percent reit,supposedly defensive and high yielding,but mostly badly hit..some droppin 5 to 6 percent in a day

Hahaa..at least now i have a preview of what would actually happen is qe actually ends last thu

Imagine all the residential properties on fire sales! Yummy

[CY09]

Personally the end of QE will not really cause a fire sale of residential properties in Singapore. I stand by the argument that interest servicing (caused by global I/r rates) has to be a few times greater than rental yields before we see a fire sale in Singapore. So tightening monetary policy (via I/R hikes) will be something I will look for.

As for equities, the elimination of QE will have more downward effect on this class of assets