Friday, November 25, 2005

the PRL placement

A dearth of ideas and participants dominated the session, possibly into the end of the week on the back oh hols. STI edges abv psychological 2300s, supported by optimistic economic fundamentals.

PRL's placement at steep 11% threw us off our game plan. It was well absorbed and topped wif an exceedingly bullish comment. It flew off us, broke 1.5 resistance and ,not to mention, stayed above. grrr... Looks like history does not always repeat. (HYF, KST).

Dun look into my past.

Wednesday, November 23, 2005

im drunk

Im in a daze most of the time, floating along on troubled waters, hoping the drift would push me onshore.

My hands are tied and my situations deny me of the opportunities that i wish i could have in order to pursue what i want.

I just have to move bit by bit.

Monday, November 21, 2005

Identification of a float in the midst of choppy sessions

SGX: recent fee hike marks the first of the many earnings accretive measures in the pipeline as fee structure remains well below its illustrious peers. . Potential revamp of trading and settlement procedures as well as cross border shs listings will significantly boost turnover. Foresee gradual upward revision of earnings against its current PE of 20x vs ASX's 25x, HKSE 22.9x, Bursa's 27x. Technicals look poised to test above 2.76s prev high for higher 2.88 (21.3x PE) trend channel resistant.

Wednesday, November 16, 2005

Sin Telco

domestic mobile mkt tapering off with penetration rate of 98.7% and mkt share has stabilised at 1/3 each. Without many opportunities to drive rev expansion, telcos have to rely on optimising costs and others to drive growth. Expect telcos to stay rangebound with yield supporting downside and muted growth to cap upside. One major driver is if telco decides to gear up and pay out more dvd.

i can nv stay rangebound. i would get lethargic and the stochastics would slip. i constantly seek for new growth areas so that my life could be one that i can shout abt to potential investors. It has been tough recently. Unattractive valuation provided no support on the downside and coupled with a jittery mkt seeking direction, I can feel myself drifting lower.

Monday, November 07, 2005

Regional weakness dampens sentiments of the local bourse, leading to profit taking as players site excuses like US job numbers, Apple's downgrade, bird flu etc. The same bird singing the same tune and really wonder when the worms will wake up and realise that they are abt to miss the boat to land luxy.

U find the same bells everywhere with the exact melody heard 10 yrs ago. The way it started, the way it ended. The way it went with its glorious climax and the way it drifted to ears of unhappy listeners. There are a few exceptions though. They managed to tow out of line, stayed there, and jeer at the distinct 'noise' heard while standing at the sidewalks. I managed to capture one such jeer as i float along. I want very much to stay still as well. So that you can rest your throat and retire with me.

Sunday, November 06, 2005

A very fast week

It was a week that passed so fast.

Was in TW for almost 5 days. Entertain Entertain Entertain. Clubs in TW are totally smashing. Beautiful ple, Fantastic music, Frenly Culture. The 5 days passed in a blur, leaving me with the love of the place still. I wished to go back there again, w a gf this time. :)

Went back to work on friday. Mkt undecided and gittery as usual. Held on to lower oil pxs to stay afloat. However, I was smiling the whole time. I think im in love.

Monday, October 24, 2005

Cosco

Morning+0.08
Afternoon-0.06
Closed +/-0.00

Made a call to buy at 2.20 intraday support.
90% guts+10%momentum reading.
SS made my day w her support. :)

I realised i have an exceptional interest in looking at stocks that behaved as if they have gotten into fits. I cant help but to make it a pt to call for a b/s in order to feel the random pangs that comes with holding loads of such positions that have the potential to swing you across the universe and back.

N i thought that i look towards having the stable life that i nv had but i forgotten abt... pari passu.
I have been thru too much to stay still.
Too stretched to stay unwounded.
Too high to always stay above.
Too low and unable to crack below.
My inertia will keep me going thru cycles after cycles and thats truly me. one who enjoys the ride, be it in hell or up in heaven.

Sunday, October 23, 2005

bee

u realised that life goes on too soon too fast. and when it comes, it sweeps you away.
sometimes you will be on a surfing board and cruise along and sometimes you drown and got your bones crushed by the undercurrents.

I thank God that a certain level of pain i felt in my earlier years made me to be such a grateful being now. That as im riding the waves, im appreciating the fact that im so lucky and so happy. just happy. period.

many things had happened and its all plain good.

To flying J:
im glad that life took a turn and we now can see clearer how it is to live it to one that would be larger than it seems. there is just so much in store for us. and i really wan to pen this down. that whatever happens next. we will always look to this entry and tell ourselves that our life was great, is greater and gonna be the greatest. love you my fren.

its the short spurts in life that allow us sneak peeks occasionally into the wonderful side of simply being allowed to live. i got my bonus recently and it was unbelievable. less of the money though. more of the realisation that personality truly sells and not only that, it commands a premium.

I have been so busy. Happily busy.

Tuesday, October 18, 2005

Fundamental changes

Despite physical property prices lagging the region, Spore bellwether prop stocks have outpaced peers in the region. Outperformance could be attributed to capital mkt pricing in forward property px increase and casino/BFC premium but actual rentals have not increased materially to support the current rise in capital values. Prop valuations unsettled the fragile sentiment of the mkt as the sector collapsed some 3.8%.

Someone asked me that day whether ZZ is my gf and i said 'no', She replied saying that 'yah, can see she's not your type'. I really wonder how some ple ''see'' my type.

Someone commented that im so in the right job.

Thursday, October 13, 2005

Be a realist

I think the human brain is such powerful tool. It can led one into thinking that one is none other than super-wonder woman and the whole world must bow to her. Be a realist, i would say. Cos, truth is, if you are not rich, powerful, highly educated, good-looking, no one will actually take your 'concerns' into consideration. In the end, a laughing stock is born.

Sunday, October 09, 2005

desert

Im currently in a desolated desert, plagued by the lack of words to express how my life is now. I need to find the oasis to quench my thirst for jotting down the unique roller coaster ride that im on now.

I realised that I love versatility, embrace diversity and am enjoying the ride of my life time right now.

Wednesday, October 05, 2005

Opp costs

Two days of leave + an underlying bullish mkt = unhappy monkey

I hate to miss any trades. The opportunity cost weighs on me like tonnes of lead hanging loosely and leaning against my ribs, slowing caving it in. i can hardly breathe.

Monday, October 03, 2005

love stories

I love to read and i Thank God for that. It's one effective way to calm myself down and jam brake me to an abrupt but sure stop. I can keep my fleeting brain cells in check and line them for sermons that i want to receive. They say the type of materials you read would be deposited in ur subconscious mind and would slowly manifest themselves. NO wonder i cant freaking be in love! i need to read some melodramatic , earth -shaking , till death do us part kind of love stories. ermm...i need to start with idiot guide to love stories . . . im sure there is one.

Sunday, October 02, 2005

sundays

It was another sat night. I drank and danced and drank and danced and puked when I got home. Woke up at 9 this morning in a comfortable daze. My brain wasnt working, I couldnt think. The pulses left were used to feel the love of a deary fren who has given in to my unreasonable demand.

I love waking up to sundays. Especially the drizzily ones. I would smoke and look out of the window, thinking of nothing. Simply high on the fresh breeze with some sprinkles of dews on my face. After two bottles of water, i got myself back and thought of the lil wide-eyed puppy. She was licking her owner in such lovely fashion and i was smiling. I could almost see her cross the line to land of contentment where she would lay under blanket bliss. I can finally read now.

I think painting is therapeutic. More so when its with the silhoette of someone you love against rainbow flowers.

Friday, September 30, 2005

Greek God

nemesis

Thursday, September 29, 2005

A lethargic mkt living in limbo

Early weakness in the Spore bourse was gradually lifted by performance of the regional mkts as newsflow remains lethargic and activity sways to the tunes of the regional chimes. Mkt awaits patiently for some form of Quarterly window dressing for index to test range ceiling abt the 2320s.

My mood is in such strong correlation to the emotions of the mkt This is the problem when loving something too much. Esp something that has a life of its own, independent, aloof and stubborn. Yet, when stochastics takes the turn and momentum catches up, it could be so willful, emotional and might be the joker in the box, just waiting to embrace you.

I need to do some delta hedge here. Long myself and short the mkt!?Long myself and Short...hmm... grrr... right, get this straight... if black scholes is right, the variables are as follow:

1) Long Positions (50%)
2) Frens (20%)
3) Family (10%)
3) Exercise (10%)
4) Readings (10%)

I need to redistribute the weightings and get it more inline with the sanity scene.

Wednesday, September 28, 2005

SMM - a pure buy call

SMM retraced sharply from recent spike to 3.2s on the negative commentaries. At 3.02s, It is a bargain, given its move to increase capacity and improve locality to its major clients. Furthermore, explansion plans undertaken by its 30% owned Cosco Shipyard in China is poised to benefit from China's booming shiprepair biz.

Mkt's not alone

The mkt is not alone.
I will run with it to break into a higher high and create a trend so magnificent that will put all non-believers to their knees.
I will train and build up my stamina to ride it on towards a topless sky, beneath the land of cries.

I met Sparky today and I made a couple of exceptions.
Ran ard in my heels for her objectives, and waited wif no tinge of diss.
Sparky looked on and smiled at me.

Its a wonder how erratic life can be.

Im so happy now i can die laughing in my dreams.
Im so happy now that i can spend as much time with myself as i can
Im so happy now that i can read read read.
I've nv known happiness can be found singlehandedly and be kept in my own lock.
I wished that the ple i know whom love life is gone, can come to my side of the island and find themselves finally.

Monday, September 26, 2005

undying interest

I have an undying interest for the mkt and you know why.
I have dozens of formulas to make it balance just to have them decoded by the mkt armed with a lurking hacker. Left me a mad scientist with experiments that had gone bad and exploded relentlessly under my nose. The pursuit for the right direction keeps me searching for more to feed my used muscles and hungry matter.

I have an undying interest to understand complications and you know why.
I found a representation of the mkt. Haphazard and Fragile. Intense and Lost.
Like a battered bleached bitch holding a last bone with the final chance to conquer the world. Unrealised and unassuming, unknown to the fact that expectations have been runned over. In search for new themes, I prob have created a wrong hypothesis and my scale has turned tipsy and landed on me. The confusions crossed with my wildest imagination and left me blurry eyed with an unabating need to still understand an ever changing consistency.

blended emotions


im so addicted to smoke and liquor, i want to get more than enough.

im so excited with fresh perspectives from a silly lili, i included her in my dreams

im so jaded with being happy, i released it out and deposited in frenly accounts.

im so freaked out by commitments, i wan to split it with the other one.

im so mixed with emotions, i washed it down with mixtures and ended in a blur.