Wednesday was another one of those days when we were a very powerful moves, but the rest of the market went a different way. It seems that the rest of the region was more narrow beam atomic credit in China. One, I believe that keeping that going-continent will continue for most of the year. The Chinese authorities are very head strong and have a record of all the policy continues. In this particular case, they are looking for deflate bubble that mtrkmt the market the property. The result of economic policy such as these is that it tends to move the money to other places, whether it's the economy, family, or elsewhere. If China is suppressing invest money flow into the Interior of real estate, clicking any flow on other assets that may be in China itself.
In the same token, the Filipino is money growth suppression BSP by sucking it SDA. I heard a little information about the behavior of operations in the market for BSP and yesterday, they began to refuse to accept a number of locations from the interbank overnight. I'm not sure what's going on in this market, but he smacks the excess liquidity in the markets more symbols money ?????? were made to evaluate the decline interest rates in the future.
If any weakness in the equity, probably will be temporary. While the January effect is a three days late, I am convinced that the January 2011 will be a very good month. I-level operational at the beginning of the year of the index in the 4200. This means that measure all spaces in this level. Without a doubt, there will be times when we threaten to volatile forward to go below this level. We need to evaluate the conditions prevalent when we get there, but where do things stand today, I think that a risk worth taking.
One such risk is DGTL, stock, that I'd been accumulating since August 2010. This means my average cost is now below when is retail price. What is the risk of disadvantage? I suspect is the low September 2010 1.37. What is the limited upside? I think it just under the 1.70 highs of last year. This is around 15% of the space, if it is entered. What will it be if they are removed in Php hmtmhim of around 1 billion. My personal estimate is 1.040 Php billion that moves a stock in 0.163 spaces by for the stock. Tel now trading on the PE X TTM 12 around. Of course there should be a DGTL lower, but on 11 X PE, the price should be 1.79. Surprise would be if DGTL now brings a hmtmhim bmshchorot over Php 1.1 billion. Something like this will add much momentum into the stock, it should take 2 or more. Of course, this is speculation that this is the reason before buying or adding of position, you need to ask yourself if it is a risk worth taking.
Who put out the same with NIKL, appears to be paying off. NIKL is one of my strong suggestions in 2011. I believe that it will be sometime around 22 this year. By osmosis, its co-Palawanon, ore, benefit valuation of NIKL. Materials are fashion as themes of general funds portfolio. I think a stock standard exporters or producers mining that targets of these portfolios. Local traders and investors should keep an eye on PX, which, LC, LCB, what that and register all my begins to produce. Mining is more dangerous than a property or banks, but then again, it's taking some risks.
6 January 2011-posted by Gus Cosio | Financial markets are in Asia be first like this post.
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