Asia Ceramics Share Discussion Threads

[hazl] 27/6/2015 10:47

Took some small profits off the table last week and reduced some stocks that have not moved for some time.

In for some extreme volatility now I'm sure.

[hazl] 24/6/2015 09:35

MTFB PLND both doing well.MKT fairly good announcement.

[hazl] 19/6/2015 09:21

bought some CRND the wording of the rns gives hope that a disposal is more likely....though no guarantees .
Share price could be helped considerably if thats the case,in my opinion.

imo

[hazl] 19/6/2015 08:48

PLND up 4% +

[hazl] 18/6/2015 17:32

PLND Results at close 301-11

sold part yesterday at 310 keep rest for timebeing

[hazl] 17/6/2015 08:11

NSF had a goodly sized trade go through yesterday... may be a good sign of things hotting up,.IMO

[hazl] 16/6/2015 16:40

305.30 - 3 P CLOSE FOR plnd

[hazl] 16/6/2015 15:52

Very pleased to see that Zak Mir has put a positive article out on Poundland PLND .
Reinforces my belief that it is way over-sold.
Looking forward to a recovery when markets settle with the Greek uncertainity.

IMO

[hazl] 16/6/2015 08:28

PLND did the inevitable pull back initially as people still unsure at a bit of a rise.
I imagine there will be buyers in the wings as preliminary results are on 18th.
I expect blue again by close.

CHOO again a retailer is blue for now.


IMO

[hazl] 15/6/2015 15:10

Update

PLND Poundland showing a steady rise for the day so far,having started in negative territory.
The price is currently 306.90 +2.6%

My purchase price 297 - 298 p

At close.....308.30 +3%

[hazl] 15/6/2015 09:33

I would have thought SHG was due a little recovery as the gold miners been in favour lately.
It is a producer as well but seems to have been overlooked,in my opinion.

[hazl] 15/6/2015 08:23

Bought some PLND this morning.

[hazl] 14/6/2015 10:29

Bamboo2 you asked about MTFB Motif.
I don't know how it will go from here short-term.

I think much depends on whether it is embraced with enthusiasm in America.
The market over there have some very 'heady' valuations as you can see from previous posts.
It is a stock that Woodford supports.
Also on the up-side ,the health care sector is very hot at present and clearly they are desperate for anti-bio tics that work!

imo

[hazl] 14/6/2015 10:15

I have decided to post occasionally on this dis-used thread.
I intend to use it for my market thoughts and direction,
sectors and relevant shares that perhaps have my attention at the time.
I may, or may not, hold those shares and I intend to use it purely for my own records going forward.
People are free to post but I wish to make it clear that any shares mentioned are not necessarily tips and to do your own research.

I no longer hold ACHP.

IMO

[hazl] 26/9/2012 14:49

charts work at last.Hurrah!!

[hazl] 22/9/2012 20:09

N.B.The charts in the header do not seem to be working will have to readdress
when I can work out how to correct.

[hazl] 15/8/2012 15:59

CHAIRMAN'S STATEMENT



I am pleased to report strong growth in revenue, which has been driven in particular from the export division.

Group sales in the six months ended 30 June 2012 amounted to £5.8m compared to £0.6m for the corresponding period in 2011 and profit after tax for the period amounted to £0.2m.



The Board remains confident that further growth in export sales will be achieved in the second half of the year and

I look forward to reporting further progress in my statement at the year end

[hazl] 12/8/2012 18:02

reinforcement of the last post from the telegraph two articles showing that perhaps China may not have a hard landing


'
Among the gloom, Rio Tinto stood out somewhat as offering a more upbeat assessment of the situation compared to some.

The FTSE 100 mining giant, which focuses on the steel-making ingredient iron ore, predicts a pick-up in China at the end of the year, as state stimulus measures feed into infrastructure investment.

In the longer term, Vivek Tulpulé, Rio Tinto's chief economist, admitted that the transition is "unlikely to be smooth" as China moves away from growth based on investment, towards growth driven by its consumers.'

[hazl] 09/8/2012 09:03

slowdown not yet it seems?

[hazl] 06/8/2012 15:33

another company that I have an interest in

[hazl] 06/8/2012 08:49

'As recently as a few years ago, American manufacturing was in full retreat. It had shed jobs almost continuously from 1998 to 2010, first because of outsourcing to places like China, then because of collapsing sales of cars, appliances, furniture and houses during the recession.

Car sales have since rebounded nicely, and house sales are crawling off the bottom. Meanwhile, a falling dollar and restrained pay-scales in America have combined with rising wages in China to make outsourcing less attractive. A few companies have even brought jobs back to America. Manufacturing employment has risen steadily for two years now.'

'In hopes of replicating the model abroad, Ethan Allen has changed its chairs, beds and tables to give them international appeal, in particular in China, where it has opened 25 stores in the past year (to make 69 in all). Chinese customers, the company thinks, will be willing to pay a premium for American style and quality.'

[hazl] 03/8/2012 06:42

'http://emergingmarkets.ey.com/slowdown-in-rapid-growth-markets-to-be-short-lived/


'LONDON, 11 July 2012 – Economic expansion in the 25 leading rapid-growth markets (RGMs) has started to slow sharply since the beginning of this year but this will only be a temporary blip according to Ernst & Young's quarterly Rapid-Growth Markets Forecast (RGMF) released today.

RGMs, particularly in Asia, have the necessary tools available to ease both fiscal and monetary policy allowing growth to resume towards the end of the year.

Even with a slowdown in growth, RGMs are likely to weather the Eurozone crisis and will remain the engines of global growth. GDP is forecast to expand by 4.9% this year in stark contrast to the 0.6% contraction, at best, that is expected in the Eurozone. Output in the RGMs is expected to continue to pick up by 6% in 2013 and 6.5% in 2014.

However, there is a mixed picture emerging across the world. Asia and Africa continue to remain resilient but Central and Eastern Europe and Latin America are hindered by the slow growth in their key export markets of the Eurozone and United States respectively. If the Eurozone were to fall further into recession, RGMF predicts that the Czech Republic and Poland would be pushed into recession, with Hong Kong and Malaysia also hit hard due to their dependence on global trade.

Carl Astorri, Senior Economic Adviser to Ernst & Young's Rapid Growth Markets Forecast explains, "The RGMs are well placed to weather the major risks facing the global economy at the present time, given that they have the space to relax fiscal and monetary policy. This has already happened in some RGMs including in all of the BRICs. It is likely that there will be further easing of monetary policy in the months ahead, particularly if the global economy deteriorates further."

Alexis Karklins-Marchay, Co-Leader of the Emerging Markets Center at Ernst & Young comments, "Although slower expansion in the rapid-growth markets is likely this year it will only be a blip and we will see a return to significant growth towards the end of the year. Soaring domestic demand in economies starved, for some time, of investment and consumption will offer business exciting new markets for goods and services in the years ahead."

[hazl] 29/7/2012 22:02

'Moreover, China's fickle consumers are unlikely to warm to all brands equally and may grow pickier as the Chinese economy is forecast to experience its slowest growth in 13 years in 2012.

"Whether they succeed will depend on their product. If their product can justify their pricing, if it's distinctive enough, it has the potential to do well," says Ms Kunde.'