Friday, August 11, 2006

Linkfest

It's linkfest time again.

1. Last week, a lot of people were surprised by Malayawata's excellent results for QE 30/6/2006. Other steel players have yet to report their results for the same period but going by the Malayawata numbers, I believe their results should be just as good. Here is a look at one of the world-class steel-maker from Korea.

2. Recently, one of the research house upgraded their BUY call for UPA because "recent weakness in the share price, which retraced to a 52-week low, is a good entry point to UPA". Some people believe that buying a stock that has just made a 52-week low is a bad idea. Read more about it here.

3. You may have read about the recent cancellation of the WIMAX tender in Malaysia. WIMAX is viewed by some as the next great disrupter. If you like to know more about WIMAX, go to here and here.

4. A very good piece from Paul McCulley of PIMCO about Fed rate hike & the direction of bond yield. Read about it here.

5. Jeffrey Saut asks whether you are investing with the best?

6. Finally, if you want to get your hand on some research reports before making that decision to invest in some stocks, go to Bursa Malaysia's e-Research vault. You need only to register with them & the reports are there for your viewing for free.

Happy reading & have a good weekend.

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