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未來五年各行業將全面洗牌,你,會在哪裡?
國內一位很著名的成功學大師說過:“趨勢就像一匹馬,如果在馬後面追,你永遠都追不上,你只有騎在馬上面,才能和馬一樣的快, 這就叫馬上成功!”

一、網路的發展:
未來我們的生活會是什麼樣子呢?我們設想一下,晚上帶著家人去吃飯,拿出手機點擊附件餐廳, 看完餐廳介紹,對比之後,挑一家評價好的、好吃又實惠的餐廳,在手機上領取一張會員卡,定好座位,等時間到了,點擊導航,直接去吃飯,不用排隊。
吃飯的時候,哪個好吃的就拍個照,放到微博或朋友圈,曬一曬, 與朋友共享,因為以後朋友來這裡吃飯的時候,憑著你的分享,朋友可以優惠,商家還要給你返利,既能吃到好東西,分享又能賺錢,真的很愜意。
吃完飯,去商場購物,看到哪個產品喜歡的,拿起來掃一下二維碼,用手機比比價,放入網絡購物車,逛完商場,在手機上點擊送貨時間和送貨地址,直接付款,不用拎東西,也不用排隊,然後去看電影,因為電影票在吃飯的時候已經用手機買好了。。。
這就是我們未來的生活,你覺得能實現嗎?我想很快!

二、巨人的倒下:
世界上曾經有一家世界500強的企業,名叫“柯達”,在1991年的時候,他的技術領先世界同行10年,但是2012年1月破產了,被做數碼的干掉了。
當“索尼”還沉浸在數碼領先的喜悅中時,突然發現,原來全世界賣照相機賣的最好的不是他,而是做手機的“諾基亞”,因為每部手機都是一部照相機,近幾年“索尼”業績大幅虧損,於今年倒閉。
然後呢?
然後原來做電腦的“蘋果”出來了,把手機世界老大的“諾基亞”給幹掉了,而且沒有還手之力,2013年9月,“諾基亞”被微軟收購了。
發展倒逼轉型升級,整合、創新引領時代發展:

360的出台,直接把殺毒變成免費的,淘汰了金山毒霸;
淘寶電子商務2012年一萬億的銷量,逼得“蘇寧、國美”這些傳統零售巨頭不得不轉型,逼得“李寧服裝”關掉了全國1800多家專賣店,連天上發了衛星的“沃爾瑪”都難以招架,如果馬雲“菜鳥”行動成功話,24小時內全國到貨的夢想實現,那麼這些零售巨頭的命運又將會是如何?
馬雲“餘額寶”的出台,18天狂收57個億資金存款,開始強奪銀行的飯碗。

三馬(馬雲、馬化騰、馬明哲)的網上保險公司的啟動,預計未來五年將會有200萬保險人員失業,其他保險公司將何去何從?
騰訊微信的出台,6個億的用戶還在增加,直接打劫了中國移動、電信和聯通的飯碗。
所以,如果有一天你隔壁開火鍋店的張三,賣手機賣得比你好的時候,你不用覺得驚訝,
因為,這是一個跨界的時代,每一個行業都在整合,都在交叉,都在相互滲透,如果原來你一直獲利的產品或行業,在另外一個人手裡,突然變成一種免費的增值服務,你又如何競爭?如何生存?
所以,未來的競爭,不再是產品的競爭、不再是渠道的競爭,而是資源整合的競爭,是終端消費者的競爭,誰能夠持有資源,持有消費者用戶,不管他消費甚麼產品、消費甚麼服務,你都能夠盈利的時候,你才能夠保證你的利益,才能立於不敗之地。
引領時代的都是“騙子”:
30年前說下海能賺錢的人,被認為是騙子。
20年前說炒股能賺錢的人,被認為是騙子。
15年前說保險能幫到大家的,被認為是騙子。
10年前馬雲說互聯網能改變人們的生活,也被認為是騙子。
那些說別人是騙子的人,生活一成不変,生活質量一天比一天差!而那些當年所謂的“騙子”卻成了時代的標誌!
“每一次新的機遇的到來,都會造就一批富翁!”
當別人不明白的時候,他明白他在做什麼;
當別人不理解的時候,他理解他在做什麼;
當別人明白了,他富有了;當別人理解了,他成功了。
任何一次機遇的到來,都必將經歷四個階段:“看不見“、“看不起“、“看不懂”、“來不及”。
任何一次財富的締造必將經歷一個過程:
“先知先覺經營者;後知後覺跟隨者;不知不覺消費者! ”
反省一下,你有錯過嗎?人生比努力更重要的是選擇!與時俱進是財富的源泉哦!
發生在身邊的變化:
第一、當摩托羅拉還沉醉在V8088的時候, 不知道諾基亞已迎頭趕上。
第二、當諾基亞還注重低端機市場時,喬布斯的蘋果已經潛入。
第三、當蘋果成為街機的時候,三星已經傲視天下。
第四、當中國移動沾沾自喜為中國最大的通訊商時,渾然不覺微信客戶已突破4個億。
第五、當中國銀行業賺的盆滿缽滿高歌猛進時,阿里巴巴已經推出網絡虛擬信用卡。
第六、當很多人還在想租個門面房開個小生意時,光棍節一天中國互聯網上創造天價成交額。
不要說停止學習,就是慢一點都有可能被淘汰出局。
未來十年拼什麼?
答: 整~借~學~變

一:整;資源整合!
你能整合多少資源,多少渠道,你將來就會得到多少財富!

二:借;造船過河不如借船過河。
趨勢,無法阻擋;
抉擇,要有智慧!

三:學;今天的企業家,贏在學習, 勝在改變!
柯達、諾基亞、李寧、索尼都輸在了不學習、不改變。
古人云:富不學富不長,窮不學窮不盡!

四:變;要想改變口袋,先要改變腦袋!
這個社會一直在淘汰有學歷的人,但是不會淘汰有學習力願意改變的人!
讀萬卷書不如行萬里路,
行萬里路不如閱人無數,
閱人無數不如名師指路,
名師指路不如重疊成功人的腳步!
面對挑戰我該怎麼辦?
馬雲說:不要等到明天,明天太遙遠,今天就行動.
第一、改變一種行為不要拖到明天,否則它會變成你的習慣。
第二、拒絕一份誘惑不要拖到明天,否則它會造成你的傷害。
第三、抓住一次機會不要拖到明天,否則失去了就不會再來。
第四、不要讓今天的行動拖到明天,否則它無法帶來精彩。
第五、不要把今天的幸福拖到明天,否則它將一去不復返。
第六、不要把機會拖到明天,因機會是唯一的你還要等到明天

牛根生最後送上一句:
品牌的98%是文化,矛盾的98%來自誤會,資源的98%是靠整合。

稿源 :http://mp.weixin.qq.com/

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According to Mr.Koon Yew Yin, most investors including fund managers consider P/E ratio and NTA important. Very often, shares selling at single digit P/E ratio and strong NTA cannot perform. You must bear in mind that the P/E ratio is based on the earning of last year. Moreover, the company is not giving you the cash which is shown in its healthy account and its NTA.

What will happen if the company makes less profit this year than last year? The share price will drop, you will lose money and lose the opportunity to make money if you knew how to select a better share to buy.

Another phenomenon as Mr.Koon learned about buying a low P/E stock is that it can continue to sell at low P/E for a long time. Don’t waste your time and opportunity to buy this type of shares. The price will remain cheap if it continues to make same amount of profit year after year.  

To reduce the inherent risk to a minimum, you must know the company very well. It is like choosing a girl to be your wife. It takes many years to know the girl well enough before you dare to make marriage commitment. As you know, more often than not, many short gun marriages end up in devoice court.

"Before I am willing to risk my money to buy any share, I do not just look at the P/E ratio and NTA. If I rash to buy it, it is like a short gun marriage. I must study the history of the company and make sure the company can make more profit this year than last year and it will make more profit next year than this year."

If you have the ability to identify companies that can make increasing more profit in the next few years, you can be sure to make a lot more profit than ordinary investors.

original article from http://klse.i3investor.com/

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I would like to take the opportunity to explain how big fishes/company directors setting up a honeypot to trap the small traders to pick up their unwanted shares. i will take DSCSOL as a real case study because today is the last day when they 'release' the final trap and i believe thousand if not million of victim traders fell into their intentionally designed trap.

Let's assume the big fishes have RM 300 000 of cash.

By referring the the chart above, during the consolidation or accumulation period, let's assume they have accumulated 1.1 millions of shares at an average price of RM0.09 which is equal to approx. RM100K.

Next, on 1 Oct 2013, the big fishes started using their remaining cash to push up the price to get attention from the public. From the first arrow till the second arrow they might only used a small portion of the cash to push up the price. Let's assume they used only RM50K to accumulate 454K of shares at an averaged price of 0.110.

At this moment, they have accumulated 1.554 million of shares at an averaged price of RM0.096525. 
( The calculation is Rm150K/1.554)

Next , on the second arrow till the last day, the big fishes push the price more aggressively and more and more traders coming in. The victims that fallen into this trap has helped to push the price even further making the big fishes who has accumulated at low price earning big chunk of paper profits now.

 Let's assume the big fishes have bought another 500K of shares at an averaged price of 0.3 which costs them RM150K

So the final shares they have accumulated were 1.554 million + 500K which is 2.054 million of shares. The new averaged price was RM300K/2.054m = RM0.0146. 

But the question is, why they choose to cash in their profit today? Because today , 28 Nov 2013 is their company Q3 quarterly report announcement date and they (as a directors) have already known they are making losses!

So, on the final day, they have earned enough and start disposing their shares. Let's assume they dispose all shares at an averaged price of RM0.40. Ermm....how much they have earned?

Amazingly , 2.054m X RM0.40 is RM821 600. 
After minus the cost , their net profit is RM521 600.

And don't forget i am just using a conservative calculation for you to understand easier. They might have accumulated more during the consolidation period :-)

Now the question is, if you have fallen into the trap today? What should you do? i personally think that it won't go up again anymore.

Here is the daily chart for 28 Nov 2013







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as you can see , Tgoffs is actually riding on an uptrend line. it has been touching this uptrend line for 3 times and it did rebound. As a result , i foresee Tgoffs will rebound tomorrow.

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In my previous post, i had a buy recommendation on Airasia and set a first target price at fibonnaci 50% level which is near RM3.00. It touched at RM2.960 and it did retrace. Unfortunately it formed a Shooting Star after touching this level. A lot of traders when seeing this Shooting Star they will start selling. As a result, Airasia was retraced quite heavily.

I think the selling pressure will end very soon. Besides that, Stochastic shows oversold signal already. So i will remain a Hold rating or average down if you think the coming quarterly report will be a big surprise.

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From the Chart, it looks like Pelikan is going to shoot up for the second wave. As i am writing this post, this morning the price has gone up to 0.700 coupled with big volume. Thus, i strongly believe the second wave is coming.

To justify my buy call, the technical analysis shows that Pelikan has found its support at 0.600. This zone is also near the 61.8% Fibonacci level.

Secondly, after the first wave ended on 27 Sept 2013, the volume was reducing. Thus, the recent price dropping was just minor profit taking. More to come!

Thirdly, Stochastic shows a oversold signal.

i would suggest to buy for short term.

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On 26 Sept 2013 and 17 October 2013 i have published two analysis reports on Airasia. I strongly suggested to buy in. Since then it has increased more than 12.5%.

The question now is can we buy at the current price or should we hold/sell for existing traders?








From my technical analysis , i notice Airasia has broken the uptrend tunnel. Thus , it will be very bullish. And it seem like has broken the 61.8% Fibonacci line too. As a result, Airasia price should be and will be heading to 50% Fibonacci line very soon.

However, both RSI and Stochastic has shown overbought signal. Thus , it may retreat a little bit before heading up. Thus, i would suggest to buy on any correction.

First  Target  Price : RM3.00

Second Target Price : RM3.120

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