Music Stop, Most Can't Find A Place To Sit

Straits Time	3492.70	-87.03	(-2.43%)
SENSEX	15234.57	-541.74	(-3.43%)
UOB Sesdaq	287.26	-8.22	(-2.78%)
KLSE Comp	1355.38	-26.12	(-1.89%)
Nikkei 225	17283.81	-418.28	(-2.36%)
Hang Seng	22570.41	-641.28	(-2.76%)
Dow Jones	13362.45	-111.12	(-0.82%)
KOSPI	1883.22	-80.32	(-4.09%)
SSEC	4345.36	-1.10	(-0.03%)

Global market sentiment edgy and water are choppy ahead. However, I do see a mixed market or a slight recovery on Monday as blue chips are reporting earning. Based on the market statistics, company's earning should surpass expectation as after-crash feeling remain cautious. Upside in sight, but overall market should be mixed.

ARC Market Pulse Portfolio

Counter	Qty	Buying Price	Current Price	Cost	Value	Profit
GlobalTest	3000	0.25	0.295	776	885	109
Lantrovis	5000	0.175	0.275	901.5	1375	473.5
Jade	5000	0.2162	0.385	1081	1925	844
PSC Corp	8000	0.155	0.135	1267.2	1080	-187.2
Stratech	8000	0.085	0.09	707	720	13
BakerTech	5000	0.53	0.44	2653	2200	-453

While, portfolio maintained at a ROI of $799.30. Quite remarkable during this few days of blood bath and turbulence. Well, BakerTech looking attractive ahead. Jade remain quite unpredictable as it has been suspended by most broking house. Lantrovis held its gain steadily ahead as news of rights issue are getting near. Portfolio's value dropped to $8185 with portfolio average cost of $7385. Cash on hand was decreased to $3800 after taking loss from LC Dev as property counter took a beating.

Long term stock holding of Comfortdelgro was trashed to $2.08 which presented a very attractive buying opportunity to dollar cost average. Sembcorp held steadily $5.80 after hitting all time high of $6.25 during midweek.

Funds' ROI is foreseen to be trashed to ROI of 18 - 19%. Uptrend still can be expected as market around the whole took a tumble. Although Wall Streets are currently looking bleak, indices like STI, SSEC, KOSPI and SENSEX should recover as investors from the west seek refuge in Asia's exposure.

Any opinion herein is made on a general basis and is not an inducement to trade.

Many Caught Off Side While 'BB' Buys Back

Straits Time	3604.62	+20.65	(+0.58%)
SENSEX	15550.13	+248.96	(+1.63%)
UOB Sesdaq	289.17	+11.13	(+4.00%)
KLSE Comp	1376.40	+7.17	(+0.52%)
Nikkei 225	18116.57	+100.99	(+0.56%)
Hang Seng	23016.20	+174.28	(+0.76%)
Dow Jones	13918.22	-53.33	(-0.38%)
KOSPI	1937.90	+7.20	(+0.37%)
SSEC	3912.94	-17.12	(-0.44%)

ARC Market Pulse Portfolio

Counter	Qty	Buying Price	Current Price	Cost	Value	Profit
GlobalTest	3000	0.25	0.32	776	960	184
Lantrovis	5000	0.175	0.245	901.5	1225	323.5
Jade	5000	0.2162	0.465	1081	2325	1244
PSC Corp	8000	0.155	0.145	1267.2	1160	-107.2
LC Dev	3000	0.6331	0.56	1899.3	1680	-219.3

Well, did bought TMC last Friday which I cut loss today with a loss of $650. Disposed half or 5 lots of Jade today; taking some profit in this highly volatile market. At the same time, 8 lots of Acma were disposed off at $0.145 last week. Kept 3 lots from the earlier purchased 6 lots of LC Dev. This one has a very great potential. Personal target price for this one will be nothing less than $1.00. Will be looking to enter penny opportunity like Advsys, Informatics, Eagles and Teledata. I do foresee another similar correction like Wednesday to take place sometime next week.

Looking ahead, tomorrow may see share prices trading sideways at a very narrow trading band. With the calculating the series of liquidations, cash on hand has increased to $4,550 after deducting the loss from the contra position closed on 5 lots TMC as well as the amount used to purchase 3 lots of LC Dev. Portfolio cost is calculated at $5,925 while it is currently valued at $7,350. The total capital valuation is at $11,890. A slight increase from the modest $8,000 pumped up capital.

Those who joined in the panic selling must have regretted greatly. Just take it as a lesson learnt. As you can see, I m not always correct, just that I am able to hold for a longer while. Anyway, if you have to, buy tomorrow as next week if climb higher will create a higher indigestion. Correction will and must take place between Tuesday and Thursday next week. Do not caught in a "off side trap" position which could end you up in a huge loss.

Sembcorp and Comfortdelgro remain unexcited with all these volatility going on.

My fund holding remained steady at 23% ROI.

Any opinion herein is made on a general basis and is not an inducement to trade.

Is Music Still Going To Be On?

Straits Time	3654.61	+30.05	(+0.83%)
SENSEX	15272.72	+180.68	(+1.20%)
UOB Sesdaq	290.67	+4.28	(+1.49%)
KLSE Comp	1384.72	+18.70	(+1.37%)
Nikkei 225	18238.95	+254.81	(+1.42%)
Hang Seng	23099.29	+290.27	(+1.27%)
Dow Jones	13879.37	+17.64	(+0.13%)
KOSPI	1962.93	+53.18	(+2.78%)
SSEC	3914.40	-1.60	(-0.04%)

Progressively, markets have outperform expectation and make many analysts puzzled as to why is this market hype persisting. Well, there might be many factors to this. One of the main push factor might be the revival in DJ's confidence. The other would probably be endless JVs and good news in the pipe line which inadvertently created this euphoric mood.

Looking ahead, I would say there might be a slight correction on Monday. If a big jump in STI again may raise some concern on indigestion, which may cause a greater correction the following day. However, with news coming in, the music is still bound to continue.

ARC Market Pulse Portfolio

Counter	Qty	Buying Price	Current Price	Cost	Value	Profit
GlobalTest	3000	0.25	0.335	776	1005	229
Acma	8000	0.13	0.14	1066.4	1120	53.6
Lantrovis	5000	0.175	0.245	901.5	1225	323.5
Jade	10000	0.2162	0.32	2162	3200	1038
PSC Corp	8000	0.155	0.155	1267.2	1240	-27.2

Well, I have sold LC Dev at $0.49 few days back which find itself rising to $0.65 at one point before ending at $0.61. I have picked up 6 lots of LC Dev at $0.63 on Thursday. I sold because I thought that the hype is over on its potential T3 hotel speculation. Once the resistance was cleared, the upside has been rather strong. I am still deciding on whether of to hold any of this 6 lots.

Anyway, Jade has rocketed, as deliberated on my last post, this was naturally being expected because of its potential as well as many projects and all that in its pipeline. Do look out for Jade's movement because my personal target price will be somewhere in $0.8 region as of now. Lantrovision still a good long term investment due to its good performance and this is not withstanding the potential rights and dividend issue that is believed to be coming up.

Well, the most potential stock from the portfolio to take off will be PSC Corp. After clearing its technical barrier of $0.155 should see a further upside to $0.2 next week. After calculating the gain from the disposal of LC Dev earlier this week sees the cash on hand to be increased to $3500. While the valuation of the portfolio as of now is $7790. Total value is $11,290.00. Quite a good return from the total capital of $8000.

Forget construction, Yongnam and all that, its not going to be in play for the next 2 weeks as market flourished on. Investors are looking for directions from news and performance report. Well, the next stock that will probably be in play with IR contract in speculation should be Cybervillage. Monday opening will be crucial in order to see the potential in-play counters.

Long term wise, my holdings like Sembcorp and Comfortdelgro have not really moved.

On fund's end, the ROI of fund accumulation has hit 26% with Lion Capital Thailand and Lion Capital Korea outperformed at around 29-31%. The recently purchased Aberdeen India has surged to ROI of 3%.

Any opinion herein is made on a general basis and is not an inducement to trade.

STI, Still Impressive

Straits Time	3561.96	+10.28	(+0.29%)
SENSEX	14964.12	+102.23	(+0.69%)
UOB Sesdaq	273.10	+1.19	(+0.44%)
KLSE Comp	1373.84	+4.54	(+0.33%)
Nikkei 225	18140.94	-80.54	(-0.44%)
Hang Seng	22531.74	+278.75	(+1.25%)
Dow Jones	13611.68	+45.84	(+0.34%)
KOSPI	1861.01	+13.22	(+0.72%)
SSEC	3781.35	+165.48	(+4.58%)

Looking at the above performances of major market Indices, things are looking extremely impressive. However, when will the music stop since most of the market are travelling into uncharted terrains. Well, major crash will not be expected if healthy corrections do take place periodically. Sensex is the most impressive of all, I believe it should be able to outperform the other indices by end of the year. Following that, Kospi after its early quarter massive correction have recovered almost fully.

ARC Market Pulse Portfolio

Counter	Qty	Buying Price	Current Price	Cost	Value	Profit
GlobalTest	3000	0.25	0.325	776	975	199
Acma	8000	0.13	0.14	1066.4	1120	53.6
Lantrovis	5000	0.175	0.22	901.5	1100	198.5
Jade	10000	0.2162	0.195	2162	1950	-212
LC Dev	5000	0.4	0.47	2028	2350	322
PSC Corp	8000	0.155	0.145	1267.2	1160	-107.2

The 5 lots of LC Dev did well as it was bought up to 0.495 at one point before ending at 0.47 during profit taking. The opening price for LC Dev, a laggard property play rumoured to be in the midst of developing a hotel at T3. Potential is unbelievable. As for Jade, a strong buy up from 0.155 since Thursday which revisit its peak at 0.21 before consolidating at 0.195. The rights and dividend issue will soon be release for Lantrovis and its earning has show strong improvement. Worth a second look. PSC Corp on the other hand was resisting strongly at 0.145 as weak hands are unable to hold this stock had triggered a sell down. Acma is looking stagnant, will consider to profit take next week, however if overall market performs well, it should be seen revisit its 0.155 level.

In light of many presented opportunities, I have again pumped in another $3000 to the portfolio capital raising it to $8000. Cash on hand dropped to $800 after a portion of it were used to buy PSC Corp. Current portfolio is valued at $8655. Total value including cash on hand is $9455, a $1455 increased in capital.

In my long term portfolio, Sembcorp recover a little to $5.700. Next week, blue chip play can be expected as crude on a technical point of view seems to be overbought. Comfortdelgro fell to $1.16.

Lion Capital Thailand perform really well to clinched a 24% ROI since April this year. While Indonesia Fund has turned green to ROI of 0.84%. Lion Capital Korea has been riding the up trend Kospi to its current ROI of 15.31%.

Any opinion herein is made on a general basis and is not an inducement to trade.

Volatile Market, But Music Is Still On

Well, have not be posting for a few days because have been rather busy. Anyway, after a series of thrashing, global market are able to stand up again after leading Dow Jones performed increasingly positive after assuring words from the Feds. Well, vicious cycle kind of continue as we will be enjoying a few good days and a few bad days. DJ is extremely fragile after its recent fight back. Slight correction should be taking place this Friday.

ARC Market Pulse Portfolio

Counter	Qty	Buying Price	Current Price	Cost	Value	Profit
GlobalTest	3000	0.25	0.34	776	1020	244
Acma	8000	0.13	0.145	1066.4	1160	93.6
Lantrovis	5000	0.175	0.225	901.5	1125	223.5
Jade	10000	0.2162	0.165	2162	1650	-512

As you can see, was compelled to hold 10 lots of Jade. Cash on hand was reduced to $1200 after losing $1550 in the series of contra trades like Yangzijiang, Global Ariel, ASTI and Eastgate. Well, you know what they say, you win some you lose some. Cash on hand at $1000 after using some part of it for purchasing Jade, while portfolio valuation at $4955.00. Initial capital of $3000 was raised to $5000 in light of the purchased of Jade.

I just bought 5 Lots of LC Dev at $0.4 yesterday and 8 lots of PSC Corp today at $0.155. Well, I believe after a certain extend of retreat somewhat today will see this two counters flying for the next two days. LC Dev is believed to be a property laggard while PSC Corp's movement seems show buying on high interests. For Jade, in 30 days time, the news for its deal will probably be announced. Hold it if you can.

Funds are still doing pretty well holding at 21% ROI. The dropped in ROI is largely due to the result purchase of Aberdeen European Opportunity Fund which is currently at a paper loss of 2%.

Any opinion herein is made on a general basis and is not an inducement to trade.