Re: MoneyTalk Weekly ดูไม่ได้ตั้งแต่วันที่20/5/2017 https://www.youtube.com/playlist?list=PL3aRSI_4CPHVr3DLEU0X-9jZvp2piQHmi Scroll Down โดย CHiNU_Vi จันทร์ มิ.ย. 12, 2017 10:33 am

Re: MoneyTalk Weekly ดูไม่ได้ตั้งแต่วันที่20/5/2017 เนื่องจากทาง MoneyChannel หมดสัญญาว่าจ้างในการ Update ระบบรายการย้อนหลัง กับทาง DCS แล้ว จึงจะไม่มีรายการ Update ตั้งแต่วันที่ 15/5/2017 เป็นต้นไป แต่ยังสามารถ รับชมรายการอื่นๆ ได้ทาง Youtube Channel ตาม Link Playlist All || https://www.youtube.com/user/MoneyChannelThailand/playlists โดย CHiNU_Vi พฤหัสฯ. มิ.ย. 08, 2017 3:52 pm

Re: MoneyTalk Weekly ดูไม่ได้ตั้งแต่วันที่20/5/2017 Thank you very much โดย CHiNU_Vi อังคาร พ.ค. 30, 2017 11:57 am

Re: Bitcoin http://www.mebanefaber.com/2013/11/26/bitcoin-vs-south-seas-stock/ โดย CHiNU_Vi เสาร์ พ.ย. 30, 2013 12:43 pm

Re: สภาวการณ์ตลาดหุ้นแบบนี้ขายทิ้งแล้วไปรอรับที่ต่ำกว่าไม่ดี “Sometimes going for a walk or meeting a friend for lunch when the market is down 200 points is a lot better then staring at the screen trying to figure out what to do. You don't have to do anything and most of time you shouldn't. I'm absolutely convinced that regularly clearing your mind helps you make better decisions. —Aaron Edelheit, Sabre Value Management” โดย CHiNU_Vi อังคาร ส.ค. 27, 2013 9:25 pm

Re: อยากถามพี่ๆVI ว่าพี่ๆคิดว่าแนวทางVIจะใช้ได้ต่อไปอีกนานแค All bubbles break; all investment frenzies pass. The market is gloriously inefficient and wanders far from fair price, but eventually, after breaking your heart and your patience … it will go back to fair value. Your task is to survive until that happens.” -Jeremy Grantham โดย CHiNU_Vi อังคาร ส.ค. 27, 2013 6:56 am

Re: $$ รวมหุ้น Turnaround $$ ไม่แน่ใจว่าจะรวม SISเข้ากรณีนี้ได้หรือไม่ครับ เพราะขาดทุนไปปีเดียวแล้วโดนตลาดกดราคา ขอคำชี้แนะด้วยครับ Khun Chowbe76, did you buy SIS? โดย CHiNU_Vi อังคาร ส.ค. 13, 2013 11:07 am

Re: TOO MUCH INSIDER TRADING Former Bristol-Myers executive admits to insider trading By Jonathan Stempel Published June 10, 2013 Reuters A former Bristol-Myers Squibb Co finance executive on Monday pleaded guilty to an insider trading charge, admitting to buying stock options in a biotechnology company that the drugmaker was preparing to buy. Robert Ramnarine, 46, admitted to one count of securities fraud for trading in Amylin Pharmaceuticals Inc options before Bristol-Myers agreed to buy that company last June for $5.3 billion, U.S. Attorney Paul Fishman in New Jersey said. Federal prosecutors had last August charged Ramnarine with three counts of securities fraud. They said he made $311,361 of illegal profit from August 2010 to July 2012 from options trading in Amylin and two other companies that Bristol-Myers sought to buy - Pharmasset Inc and ZymoGenetics Inc. The U.S. Securities and Exchange Commission filed a parallel civil fraud case against Ramnarine. Investigators said Ramnarine learned about the takeovers while working as a director and later as an executive director in Bristol-Myers' pension and savings investments office in Princeton, New Jersey. They also said the East Brunswick, New Jersey resident did Internet searches on insider trading detection prior to some of his trades, including a review of an article titled "Ways to Avoid Insider Trading." Ramnarine entered his plea before U.S. District Judge Anne Thompson in Trenton, New Jersey. He faces a maximum of 20 years in prison and $5 million fine when he is sentenced on September 26. Ramnarine agreed to forfeit $311,361, and Fishman said the sentence can take into account his trades in Pharmasset and ZymoGenetics, as well as Amylin. Douglas Jensen, a lawyer for Ramnarine, did not immediately respond to requests for comment. Ramnarine had worked for Bristol-Myers for 15 years, the last of which as assistant treasurer for capital markets. His employment with the New York-based company ended last August after criminal charges were announced, court records show. Bristol-Myers bought ZymoGenetics for $885 million in October 2010. Gilead Sciences Inc bought Pharmasset for about $11.2 billion in January 2012 after Bristol-Myers dropped out of talks. The cases are U.S. v. Ramnarine, U.S. District Court, District of New Jersey, No. 12-mj-08121; and SEC v. Ramnarine in the same court, No. 12-04837. (Reporting by Jonathan Stempel in New York; Editing by Bernard Orr) Read more: http://www.foxbusiness.com/news/2013/06/10/former-bristol-myers-executive-admits-to-insider-trading750685/#ixzz2VrIZ1dFi โดย CHiNU_Vi อังคาร มิ.ย. 11, 2013 6:22 am

Re: TOO MUCH INSIDER TRADING Thai sued in US for insider trading Published: 7 Jun 2013 at 09.31Online news: News A Thailand-based trader was sued by US regulators over claims he reaped more than $3 million in profits trading ahead of the announcement that Smithfield Foods Inc. would be acquired by China's biggest pork producer. Badin Rungruangnavarat bought out-of-the-money Smithfield call options and futures contracts last month after obtaining nonpublic information from sources that may have included a Facebook friend, the Securities and Exchange Commission said Thursday in a statement announcing the lawsuit filed in federal court in Illinois. The SEC obtained an emergency court order to freeze Mr Badin's assets, the agency said. Shuanghui International Holdings Ltd. agreed on May 29 to acquire Virginia-based Smithfield, the world's largest hog producer, for about $4.72 billion. Rungruangnavarat made his purchases from May 21 through May 28 using an account at Interactive Brokers LLC., the SEC said. He sought to withdraw more than $3 million from his account on June 3, the SEC said. "The speed in which we were able to bring this emergency action exemplifies the talent, tenacity, and commitment that the SEC staff brings to bear every day to keep our markets fair and investors safe," said Andrew Ceresney, co-director of the SECs division of enforcement. The SEC said there is no known defense counsel for Rungruangnavarat at this time. According to a report in Wall Street Journal, Mr. Badin applied to open his US brokerage account on May 10, sending an email on May 17 to check if it was ready for trading, according to the SEC. Within days, the agency said, he began aggressively purchasing call options and single-stock futures in Smithfield, as well as some of the company's shares. That was the only trading he did through the account. The options and futures allowed him to make a big wager on Smithfield's share price for a relatively small amount of money, the SEC said. In eight days of trading between May 21 and May 28, Mr. Badin bought 1,300 call options giving him the right to buy Smithfield shares if they hit a price of $29, and 1,700 call options giving him the right to buy the shares at $30, the SEC said. The options, which expire on July 20, would have been worthless if Smithfield's share price hadn't increased. Over the period the contracts were bought, the highest intraday price at which the company's shares traded was $26.27, the SEC said. But after the deal was announced, Smithfield's shares opened at $32.39, making Mr. Badin's call options profitable. The Thailand trader also bought futures contracts that required him to buy Smithfield stock at a set price at a future date, according to the court filing. The sheer number of contracts bought by Mr. Badin in barely a week meant he dominated trading in Smithfield futures and options. His 1,700 options giving him the right to buy shares in the company at $30 represented 99.59% of the trading in these types of options between May 21 and May 28, the SEC said. Overall, Mr. Badin last month controlled the equivalent of 580,000 Smithfield shares, or 28.85% of its average daily volume, the agency added. โดย CHiNU_Vi อังคาร มิ.ย. 11, 2013 6:20 am

Re: ==การซื้อ Makro ของ CPall ที่ อจ.นิเวศน์ บอกว่าซื้อไว้เห Sharing info from Forbes: FORBES ASIA | 4/27/2013 @ 2:00PM CPALL Even Billionaires Do Dumb Deals http://www.forbes.com/sites/jamesgruber ... umb-deals/ โดย CHiNU_Vi อาทิตย์ เม.ย. 28, 2013 9:28 am

Re: คนตายมาเร็วๆ “Sometimes things fall apart so that better things can fall together” ― Marilyn Monroe โดย CHiNU_Vi ศุกร์ มี.ค. 22, 2013 10:10 pm

Re: TOO MUCH INSIDER TRADING By Asawath Damodaran 1. What is insider trading? In it's most general form, insider trading refers to some investors trading on "proprietary information" that is not available to the rest of the market. The legal definition of insider trading, though, is a little more difficult to nail down. In the United States, insiders (managers of companies, directors etc.) are allowed to trade, as long at they meet two requirements: a. They do not trade ahead of information events - acquisitions and earnings announcements, for instance - where they have access to the information prior to the rest of the world. b. They report their trades to the SEC in filings. Put another way, it is not illegal for a CEO or directors in a company to buy stock in the company, if they feel that it is under valued on a long term basis, even if that feeling is based upon information that only they have access to (project details). It is illegal for them to buy stock just before an acquisition or a big positive earnings surprise. Looking at the allegations about Galleon, it seems clear that if the stories are true, the firm clearly broke insider trading laws by trying to get access to information about acquisitions, earnings announcements and other forbidden event-based information. 2. Does insider trading pay off? Interesting question! At first sight, the answer seems to be obvious. Insiders know far more about the company than we do and should be able to leverage the information advantage into excess returns. The evidence, though, is surprisingly inconclusive. Studies that have looked at insider buying and selling as predictors of future stock prices find only a weak correlation, i,e., insider buying (selling) is not that good a predictor of stock price increases (decreases) in future periods. One caveat about these studies is that they focus on the insider filings with the SEC. To the extent that the real insiders, i.e., the ones who are trading on real information rather than perception of value, will never register with the SEC, the suspicion is that these insiders make huge profits on their information. Since Galleon is in the news, I decided to take a look at the returns that Galleon has made in recent years to see if they were able to convert their "illegal inside" information to higher returns. The Galleon Diversified fund, the flagship for the hedge fund, was up 22% this year, but is down 18% since its peak. Given the market performance over the period, the fund ranks close to the average. Across time, it is possible that Galleon made money using its access to "tips" from its moles in companies, but that does not seem to have generated a huge return. I do not find it surprising. When you rely on tips from "insiders" for your investments, you generally find that four out of five tips never pan out (either because the information is bad or because the market reaction to the information does not follow the script),even when they come from those supposedly in the know. Insider trading is not a sure bet; it may not even be a good bet. 3. What should we do about insider trading? I would like to live in a world where all investors have the same access to information and but I would also like to be able to go one-on-one against Lebron James. Life is not fair and investor access to information will vary across investors. To me, the line between insider trading and savvy investing is a very hazy one, especially if you a short term investor. Analysts and investors often step across the line without even realizing they have. I also think that banning insider trading is akin to laws forbidding alcohol or drugs. It does not make the problem go away but instead drives it underground and essentially leaves the profits from insider trading to those who are most unscrupulous among us. I would suggest that we eliminate or at least reduce insider trading laws & restrictions and increase the transparency of the trading process. If you are trading on inside information but people can see you trading (and whether you are buying or selling), the benefits you will get will be time limited. Not only will this reduce profits from insider trading but also speed up how quickly prices adjust to information. As a final note, insider trading cases provide excuses for the rest of us, who fail in our investing objectives. I have heard many small investors complain: "The reason I am not making any money on my portfolio is because the game is fixed." Enough of the self pity. The reality is that if your portfolio has lost money, insider trading is way down the list in terms of factors that caused those losses. In fact, my advice to those who worry about insider trading is simple. Trade as infrequently as you can and base your decisions on intrinsic value. Insiders hurt you only when you play their game, which is to try to trade short term on news (or what you think is news...) and rumors.. ----------- In other words, do not worry about Insider Trading. Just play your game :) โดย CHiNU_Vi พุธ ม.ค. 30, 2013 10:37 am

Re: รวมข่าว "การลงทุนในกลุ่มพลังงานและปิโตรเคมี" Don't Fall for the Shale Boom Hype - Chris Martenson Interview http://oilprice.com/Interviews/Dont-Fall-for-the-Shale-Boom-Hype-Chris-Martenson-Interview.html Conservation Not Technology will be our Saviour - Chris Martenson (Part 2) http://oilprice.com/Interviews/Conservation-Not-Technology-will-be-our-Saviour-Chris-Martenson-Part-2.html โดย CHiNU_Vi พฤหัสฯ. ธ.ค. 20, 2012 1:58 pm

Re: อะไรคือบรรทัดฐานของคำว่า Value Price is what you see. Value is what you feel. โดย CHiNU_Vi เสาร์ ธ.ค. 08, 2012 6:22 am

Re: ยุคทองของประเทศไทย Bubbles are often precipitated by perceptions of real improvements in the productivity and underlying profitability of the corporate economy. But as history attests, investors then too often exaggerate the extent of the improvement in economic fundamentals. —Greenspan (2002) โดย CHiNU_Vi พฤหัสฯ. ธ.ค. 06, 2012 8:31 pm

Re: รวมข่าว "การลงทุนในกลุ่มพลังงานและปิโตรเคมี" Shell CEO Voser: Shale gas revolution will transform US http://news.bbc.co.uk/2/hi/programmes/hardtalk/9774435.stm โดย CHiNU_Vi อังคาร ธ.ค. 04, 2012 2:28 pm

Re: เมื่อดร.นิเวศน์ ระบุว่า valueหายไจากตลาดหุ้นไทยแล้ว Be fearful when others are greedy and greedy when other are fearful.--Warren Buffet Timing to buy is easier than timing to sell. :oops: โดย CHiNU_Vi จันทร์ ธ.ค. 03, 2012 10:59 am

Re: จุดเริ่มต้นของพอรต์ร้อยล้าน เกิดขึ้นได้อย่างไร จากที่เป็นแฟน VI ตั้งแต่เกือบ 10 ปีก่อนและลงทุนแบบนี้มาตั้งแต่ต้น จำได้ว่าเริ่มต้นด้วยเงินที่ 5 หมื่นบาท ตอนนี้เพิ่งจะเริ่มขึ้นมาที่ 7 หลัก เติมเงินเข้าไปสม่ำเสมอที่มีโอกาสตลอดเวลา 10 ปี ปรับพอร์ตน้อยครั้งมาก และยอมรับว่าผมค่อนข้างประหยัด แต่ด้วยเหตุที่ต้องแต่งงาน สินสอด ผ่อนบ้าน (ขั้นต่ำทุกเดือน) เลี้ยงลูกสองขวบส่งเนอร์สเซอรี่ ดูแลพ่อแม่ ผ่อนรถเก๋งเดือนละหมื่นกว่าปลาย ๆ ทำให้พอร์ตไม่ใหญ่ขึ้นมากนัก จริงแล้วไม่อยากมีภาระ บ้านรถ แต่เพราะมีลูกจึงต้องมีเพื่ออำนวยความสะดวก...:) ได้เห็นเซียนในห้องนี้หลายท่านประสบความสำเร็จถึงขนาด 9 หลักในระยะเวลาไม่นาน เลยสงสัยว่าปัจจัยใดที่ทำให้สำเร็จได้เร็ว 1. เริ่มต้นด้วยเงินที่มากกว่ามากมาก 2. รายได้มี่มากกว่ามากมาก และประหยัดด้วย 3. แบ่งพอรตออกเป็นสองส่วน สลับหุ้นหรือปรับพอร์ตบ่อยครั้ง หรือเล่นเดย์เทรดบ้างเพื่อให้ได้เงินมากขึ้น 4. แน่นอน อ่านหนังสือ งบให้มาก 5. คาดการณ์แนวโน้มอนาคต 6. ถูกทุกข้อ ไม่นับข้อนี้ แต่อยากให้เซียนแนะนำว่าปัจจัยใดที่ทำให้ท่านประสบความสำเร็จมากที่สุด ให้เป็นคะแนน 1 น้อยสุด 5 มากสุด ขอเป็นความคิดเห็นนะครับ Practice, practice, practice..... Follow the law of 10,000 hours. You need to have passion. Please note: after years of practice, I have not reached goal as yet. Still far away. But I am loving it. โดย CHiNU_Vi พุธ พ.ย. 28, 2012 7:44 pm

Re: TOO MUCH INSIDER TRADING กลต.ตลท.ควรจะมีนโยบายและกฎหมายเข้มงวดกว่านี้ครับ โดย CHiNU_Vi พฤหัสฯ. พ.ย. 15, 2012 12:59 pm

Re: TOO MUCH INSIDER TRADING นี่เป็นการคอรับชั่นอย่างนึง กลต.ตลท. น่าจะมาทำให้ลดลงบ้าง อย่าปล่อยให้นักลงทุนโดนเอาเปรียบอย่างเดียว ในทางกลับกัน ถ้ามือเรายาว เราจะสาวเอาๆหรือเปล่าครับ เช่นเรามีเส้นมีสาย รู้จัก แหล่งข่าว คนใน เราจะเอามาซื้อขายหรือเปล่า ต้องตอบตัวเอง I agree krub. กลต.ตลท. please take note. If this is not taken into account I think CG (Corporate Governance Rating) should be ZERO krub. โดย CHiNU_Vi พุธ พ.ย. 14, 2012 1:19 pm

Re: TOO MUCH INSIDER TRADING Warren Buffet Simple MEMO of Policies and Procedures to all Employees about Insider Trading: http://s.wsj.net/public/resources/documents/BerkApr6_2011.pdf From News Corp: http://www.newscorp.com/corp_gov/insidertrading.html -------What is insider trading? The prohibition against such trading generally is understood to prohibit (1) trading on the basis of material, non-public information, (2) disclosing or "tipping" material, non-public information to others or recommending the purchase or sale of securities on the basis of such information or (3) assisting someone who is engaged in any of the above activities. Who is an insider? The term "insider" applies to anyone who, by virtue of a special relationship with the Company, possesses material, non-public information regarding the business of the Company. An individual can be considered an insider for a limited time with respect to certain material, non-public information even though he or she is not a director or officer. For example, an assistant who knows that an acquisition is about to occur may be regarded as an insider with respect to that information until the news of such acquisition has been fully disclosed to the public. What is material, non-public information? Information is generally deemed to be "material" if there is a substantial likelihood a "reasonable investor" would rely on it in deciding to purchase, sell or hold a security to which the information relates. As a practical matter, materiality often is determined after the fact, when it is known that someone has traded on the information and after the information itself has been made public and its effects upon the market are more certain. Examples of information that is generally regarded as material are: Financial results; Projections that significantly differ from external expectations; Major proposed or pending acquisitions, investments or divestitures; Significant project or product developments; Changes in key personnel; Changes in dividends; Stock splits; Stock buy-backs; New equity or debt offerings; Positive or negative developments in outstanding significant litigation; Events that may result in the creation of a significant reserve or write-off or other significant adjustments to the financial statements; Actual or threatened significant litigation or inquiry by a governmental or regulatory authority; and Any other facts which might cause the Company's financial results to be substantially affected.------- โดย CHiNU_Vi พุธ พ.ย. 14, 2012 1:14 pm

Re: รวมข่าว "การลงทุนในกลุ่มพลังงานและปิโตรเคมี" Canada Oil Sands Photos: http://www.businessinsider.com/photos-destructive-canada-oil-sands-2012-10?op=1 โดย CHiNU_Vi อังคาร ต.ค. 23, 2012 10:58 am

Re: ระยะยาวดัชนีโตขึ้นเรื่อยๆ แต่ทำไม คนส่วนใหญ่ถึง"ขาดทุน" "If you put $ 100,000 in stocks on July 1, 1994, and stayed fully invested for five years, your $ 100,000 grew into $ 341,722. But if you were out of stocks for just thirty days over that stretch-the thirty days when stocks had their biggest gains-your $ 100,000 turned into disappointing $ 153,792. By staying in the market, you more than double your reward." Peter Lynch with John Rothchild (USA Stock Market) +/- 340% Vs. +/- 50% โดย CHiNU_Vi เสาร์ ต.ค. 20, 2012 3:07 pm

Re: เห็นหุ้นเสี่ยเจริญแล้วก็นึกถึง บทความ ฟองสบู่ทะเลใต้ Avoid hot stocks in hot industries. Peter Lynch โดย CHiNU_Vi อังคาร ต.ค. 02, 2012 8:21 pm

Re: รบกวนขอวิธี Edit avatar หน่อยคับ Cannot upload Avatar. No upload button. โดย CHiNU_Vi จันทร์ ต.ค. 01, 2012 11:32 am

Re: รวมข่าว "การลงทุนในกลุ่มพลังงานและปิโตรเคมี" http://online.wsj.com/article/SB10000872396390444301704577631820865343432.html?mod=WSJ_WSJ_US_News_6 The U.S. has long been seen as an energy hog. Thanks to hydraulic fracturing and deep water technology, it is now pumping more oil than it has in more than a decade, and its growing status as a crude producer is taking the world by storm. We expect to see tight-oil production [oil extracted from dense rock formations] grow dramatically over the rest of this decade. If you take what’s happening in the U.S. and what’s happening in Brazil and Canada, we’re going to see a rebalancing of global oil flows. By the end of this decade, the Western Hemisphere may be importing very little oil from the Eastern Hemisphere. The main thing here is the new ability to use in oil fields technologies that were developed for shale gas. It’s technology and entrepreneurship, initiative, people having different ideas and acting on them. The proof is in the numbers. Shale gas (2% of U.S. gas production at the start of the century) is now almost 40% of U.S. gas production. And using this technology in new areas and established oil fields has really revitalized U.S. oil production. โดย CHiNU_Vi เสาร์ ก.ย. 22, 2012 11:03 am

Re: รวมข่าว "การลงทุนในกลุ่มพลังงานและปิโตรเคมี" Tax Credit in Doubt, Wind Power Industry Is Withering http://www.nytimes.com/2012/09/21/business/energy-environment/as-a-tax-credit-wanes-jobs-vanish-in-wind-power-industry.html?pagewanted=1&ref=business Excerpts .......... Similar cuts are happening throughout the American wind sector, which includes hundreds of manufacturers, from multinationals that make giant windmills to smaller local manufacturers that supply specialty steel or bolts. In recent months, companies have announced almost 1,700 layoffs. At its peak in 2008 and 2009, the industry employed about 85,000 people, according to the American Wind Energy Association, the industry’s principal trade group. About 10,000 of those jobs have disappeared since, according to the association, as wind companies have been buffeted by weak demand for electricity, stiff competition from cheap natural gas and cheaper options from Asian competitors. ........ On Tuesday, Siemens, the German-based turbine-maker, announced it would lay off 945 workers in Kansas, Iowa and Florida, including part-timers. Last week Katana Summit, a tower manufacturer, said it would shut down operations in Nebraska and Washington if it could not find a buyer. Vestas, the world’s largest turbine manufacturer, with operations in Colorado and Texas, recently laid off 1,400 workers globally on top of 2,300 layoffs announced earlier this year. Clipper Windpower, with manufacturing in Iowa, is reducing its staff by a third, to 376 from 550. DMI Industries, another tower producer, is planning to lay off 167 workers in Tulsa by November. โดย CHiNU_Vi ศุกร์ ก.ย. 21, 2012 2:30 pm

Re: น่าจะเป็นport หุ้น warren buffet ล่าสุด ครับ ผมก็ดู ๆ อยู่เหมือนกัน Phillips 66 (PSX) เป็นบริษัท Spin off มาจาก Conoco Phillips เิพิ่งเข้าในตลาดหลักทรัพย์ NYSE IPO เมือวันที่ 1 พฤษภาคมที่ผ่านมา เท่าที่ดูในความเห็นส่วนตัวของผม น่าจะทำธุุุรกิจคล้าย ๆ กับ PTTGC ของเรา แต่ใหญ่กว่่า เท่าที่เข้าใจ ใครที่มีหุ้น 2 หุ้น ใน Conoco Phllips จะได้ 1 หุ้นใน Phillips 66 และ ดูเหมือนว่า Warren ได้เข้าไปซื้อหุ้นเพิ่มด้วยจากคำแนะนำของผูู้้้้้้้้้้้้้้้้้ช่วยของ Warren คือTodd Combs หรือ Ted Weschler เท่าที่ดูผมเข้าใจ่ว่า PSX นี้น่าจะมี Hidden Value อะไรบางอย่างที่ทำให้ Warren buffet สนใจ โดย CHiNU_Vi เสาร์ ก.ย. 15, 2012 9:59 am

Re: ผมไม่เข้าใจจริง ๆ ว่าทำอย่างนี้ได้ด้วยเหรอ พึ่งนึกขึ้นไ้ด้้้้ ทำไมคุณ OHIOTOUR ไม่ลองโทรไปที่ กลต. ดู เผื่อจะได้ความคิดเห็นอะไรดี ๆ เกี่ยวกับเรื่องนี้ รบกวนมาแชร์ด้้วยนะครับ โดย CHiNU_Vi พุธ ก.ย. 12, 2012 10:32 am

Re: รวมข่าว "การลงทุนในกลุ่มพลังงานและปิโตรเคมี" Old News Daniel Yergin: Why shale gas is like Walmart NOVEMBER 8, 2011 The breakthrough energy innovation of the 21st century is not thin-film solar, sophisticated wind turbines, advanced biofuels or small-scale nukes. It’s shale gas. So says Daniel Yergin, the energy guru and author of The Quest: Energy, Security and the Remaking of the Modern World (Penguin, $35), who was interviewed today (Nov. 8) by Walter Isaacson at the Aspen Institute in Washington. Yergin, the best-selling author, consultant and all-around energy guru, is right: The ability to extract natural gas from shale, using a controversial technique known as fracking, is reshaping America’s energy landscape. “So far this century, this is the biggest innovation in energy, in terms of scale and impact,” Yergin said. He likened its impact on the energy business to the arrival of a new Walmart in town, which shakes up competitors, big and small. The impact of cheap, abundant natural gas on energy usage has enormous implications for the climate crisis. Cleaner-burning gas could replace dirty coal as a fuel to generate electricity. Then again, Yergin said: “It’s does create a more challenging marketplace for wind and solar and everything else.” I’ve just started reading Yergin’s book, and it’s fascinating. He knows his stuff, did lots of research and writes well, although it must be said that he’s an establishment figure who some critics (like David Roberts of Grist) say is too industry-friendly. Be that as it may, there’s no doubt that shale gas is a forced to be reckoned with: Shale gas production grew by 17 percent from 2000 to 2006, which isn’t bad, and then it really took off. Better fracking technology (and higher prices) drove the average annual growth rates to 48% between 2006 and 2010, according to the U.S. Energy Information Administration. Currently, the EIA says, about 23% of U.S. electricity is generated by burning natural gas; by comparison, about 45% comes from coal and just 3.6% comes from all non-hydropower renewables, i.e., wind, solar, geothermal and waste. The U.S. now appears to have a 100-year supply of natural gas, says the American Petroleum Institute, citing the work of the Potential Gas Committee, a nonprofit group of industry experts. “In the energy sector, it all comes down to scale,” Yergin said. Yergin views the shale gas revolution as a boon. “This resource will grow and be very beneficial to our economy,” he said, because it will create hundreds of thousands of jobs, across many regions. Shale gas is found in Pennsylvania and Ohio, as well as in Louisiana, Texas and Wyoming. Petrochemical plants that left the U.S. when natural gas prices spiked could return. Consumers should benefit from lower electricity and heating costs. He’s confident that the environmental issues around fracking can be resolved. Yergin, who served on an energy department advisory committee on shale gas, said: “The likelihood that fracking is going to affect the water supply is, as the scientists on the committee said, very, very, very unlikely.” Local air pollution and waste issues can also be managed, he said. “The need for environmental protection can be met if approached properly,” Yergin told a congressional hearing last month. This matches what I’ve been hearing from companies like Shell. Yergin does not disparage cleaner forms of energy. Costs of solar are coming down because of low-cost manufacturing in China. Wind, he said, is entering the mainstream. “It’s a conventional form of energy,” he said. Can wind compete with coal or natural gas without subsidies, he was asked. “There’s a lot of argument about that.” I asked Yergin whether he thought some combination of technological breakthroughs and political developments could bring down greenhouse gas emissions dramatically, which is what scientists say needs to happen to avert climate instability. He replied that regulations such as California’s renewable portfolio standard, which requires that 33% of the state’s energy be provided by renewables by 2020, and the Obama administration’s automobile fuel efficiency standards, which require cars to average 54 MPG by 2025, will have a major impact. But, he said, such regulations are “a second-best answer.” A price on carbon would be better, giving a clear signal to consumers and spurring the most cost-efficient low-carbon alternatives. “Wouldn’t the simplest answer to be to put a tax on carbon?” Isaacson asked. “After seeing what happened with cap and trade, I think the answer is yes,” Yergin replied. But, he added, “there’s not a big taste right now for raising taxes.” Climate could get back on the political agenda if the economy improves. But climate is a global problem, and even if the U.S. moves to a low-carbon economy, China and India will continue to burn fossil fuels. “Twenty years from now, on a global basis, our energy mix won’t look too different than it does today,” Yergin said. If he’s right about that. we’re all in big trouble. Fortunately, as the saying goes, predictions are hard…especially about the future. โดย CHiNU_Vi อังคาร ก.ย. 11, 2012 10:16 am

Re: รวมข่าว "การลงทุนในกลุ่มพลังงานและปิโตรเคมี" Shale Boom Cuts Gulf Oil Premium to 24-Year Low: Energy Markets http://www.bloomberg.com/news/2012-09-07/shale-boom-cuts-gulf-oil-premium-to-24-year-low-energy-markets.html The U.S. shale boom has driven the cost of Gulf Coast light, sweet oil to its lowest level versus Brent crude in almost a quarter century as the nation’s dependence on foreign supplies wanes.................. .................................. “Unconventional oils and gas are changing everything about our competitiveness in the United States,” Bill Klesse, Valero Energy Corp.’s chief executive officer, said yesterday at the Barclays CEO Energy/Power Conference in New York. “Before you know it, we’re going to have so much light, sweet crude that in the U.S. Gulf Coast we’re not going to be importing light, sweet crude, and we think that happens next year.”............... ............... Cushing inventories surged to 47.8 million barrels in June, the highest level since Energy Department records for the hub began in 2004. The WTI-Brent spread reached a record $27.88 in October. It was at $18.03 a barrel today.................... ........................ The shift in the U.S. market could have lasting repercussions on global markets as well. ........................... “People think that U.S. supply growth is sort of disconnected or irrelevant because it can’t export, but it can back out imports and we believe that will have a significant impact on the global oil markets,” Garcia said. โดย CHiNU_Vi จันทร์ ก.ย. 10, 2012 1:30 pm

Re: Growth stock ดีจริงหรือ? ....Of course, why buy "value" stocks if you don't expect them to grow, and why buy "growth" stocks if their businesses have no value? Buffett said it best: Growth and value investing are joined at the hip. โดย CHiNU_Vi จันทร์ ก.ย. 10, 2012 12:06 pm

Re: รวมข่าว "การลงทุนในกลุ่มพลังงานและปิโตรเคมี" Abundant Natural Gas and Oil Are Putting the Kibosh on Clean Energy BY PETER SCHWARTZEMAIL AUTHOR 08.21.12 6:30 AM (Wired) http://www.wired.com/business/2012/08/mf_naturalgas/all/ US Oil Consumption Is Down, Production Up One of the main features of America’s changing energy landscape is the new abundance of natural gas. Shale gas. But as the technique (FRACKING) matured and the price of gas rose, major energy companies moved aggressively to exploit these new fields. The result has been an explosion in natural gas production, which has led to a 70 percent fall in gas prices since 2008 and a near collapse of the natural gas import business. Natural Gas Is Becoming a Major US Export (CHECK GRAPH) Cheap domestic gas will ultimately have three effects. First it will delay or kill most new competing sources of electricity production—be they coal, nuclear, solar, or anything else. Gas is now incredibly cheap and easy to acquire, while other energy sources remain expensive or hard to get (or both). Not surprisingly, gas is already winning: Coal is being pushed out, nuclear has stalled, and wind and solar projects are being canceled. Second, natural gas has become so cheap that it will win over some transportation markets. The third impact will be on greenhouse gas emissions. Most new power plants will run on natural gas. And what cheap gas is doing to renewable energy sources, abundant oil will do to hybrid and electric vehicles. When it comes to generating power for US homes and businesses, coal has long dominated all other sources. But natural gas has become so cheap and plentiful, it will soon challenge coal as the dominant fuel for producing electricity. (CHECK GRAPH) For the first time in decades, net US oil imports are falling. Renewables Can’t Compete The declining cost of solar panels and wind turbines, combined with the rising cost of fossil fuels, was supposed to make renewable sources of electricity generation cost-competitive. But thanks to a 70 percent drop in the cost of natural gas, greener sources like solar and wind aren’t catching on. (CHECK GRAPH) โดย CHiNU_Vi ศุกร์ ก.ย. 07, 2012 11:59 am

Re: Thailand’s TCC Said to Bid for OCBC’s Beverage Stakes UPDATE: Kirin Considering Bid for Fraser & Neave's Soft-Drink, Dairy Assets --Kirin Holdings is considering a bid for the soft-drink and dairy assets of Fraser & Neave, according to people familiar with the matter --Kirin's planned move follows Heineken NV's US$4.1 billion offer last week to buy out Fraser & Neave's stake in Asia Pacific Breweries Ltd. --One of the people said Kirin may present a price range as early as this week (Adds comment on Kirin's intentions in 8th, 9th paragraphs) By P.R. Venkat and Kana Inagaki SINGAPORE--Japanese beverage giant Kirin Holdings Co. (2503.TO) is considering a bid for the soft-drink and dairy assets of Singapore conglomerate Fraser & Neave Ltd. (F99.SG), people familiar with the situation said Thursday. The Japanese group is considering a bid for the conglomerate's Malaysian unit, Fraser & Neave Holdings Bhd. (3689.KU) and brands such as isotonic drink 100 Plus, Seasons and Fruit Tree, the people said. Kirin already owns a 15% stake in Fraser & Neave that it acquired from Singapore state investment firm Temasek Holdings (TEMACH.YY) in 2010. The planned move follows Heineken NV's (HINKY) 5.1 billion Singapore dollar (US$4.1 billion) offer last week to buy out Fraser & Neave's stake in Asia Pacific Breweries Ltd. (A46.SG), a joint venture between Heineken and Fraser & Neave. "Kirin wants to ride on the current momentum," one person familiar with the matter said, adding that a potential bid for Asia Pacific Breweries could be complicated. The person also said the market capitalization for the soft-drink business is around US$2 billion and that funding the acquisition could be achieved easily . A Fraser & Neave spokeswoman declined to comment, as did a spokesman for Kirin. Another person familiar with the negotiations said Kirin will likely present the price of its bid to Fraser & Neave before a board meeting at Fraser & Neave on Friday. The board members are expected to discuss whether they will recommend that shareholders take the Heineken offer. The person added that Kirin is considering the bid because it thinks Fraser & Neave might be willing to split off its assets, which span beer, food and property. Fraser & Neave's beer business contributed about 44% of group earnings in the six months through March, compared with 19% for property and 28% from the non-beer business. Kirin has been weighing various options after Heineken's bid last week to take control of Asia Pacific Breweries. People familiar with the matter said Monday that Kirin is in early discussions with bankers about a potential bid for Asia Pacific Breweries. Asia Pacific Breweries has a strong presence in countries such as Singapore, Malaysia, Indonesia and Vietnam. Kirin is looking to expand beyond its domestic market, where the company's sales are slipping. Kirin--the second-largest Japanese brewer by domestic market share after Asahi Group Holdings Ltd.--has already spent more than 1 trillion yen (US$12.74 billion) on overseas acquisitions since 2007. Apart from buying a stake in San Miguel, Kirin last year bought Schincariol, a Brazilian brewer, for $3.9 billion. "Considering the resources it has left, Kirin felt it would be difficult to win a tough price battle over the beer business," one of the people familiar with the negotiations said. The Heineken bid to buy out Fraser & Neave's stake in Asia Pacific Breweries came just days after a company controlled by Thai tycoon Charoen Sirivadhanabhakdi agreed to buy a 22% in Fraser & Neave from Singaporean bank Oversea-Chinese Banking Corp. Ltd. and its partners. Hiroyuki Kachi in Tokyo and Kathy Chu in Hong Kong contributed to this article Write to P.R. Venkat at [email protected] and Kana Inagaki at [email protected]. โดย CHiNU_Vi ศุกร์ ก.ค. 27, 2012 10:40 am

Re: Thailand’s TCC Said to Bid for OCBC’s Beverage Stakes Heineken To Block Thai Billionaire With $6 Billion Bid Heineken NV (HEIA), the world’s third- biggest brewer, will offer as much as $6 billion for Asia Pacific Breweries Ltd. (APB), blocking one of Thailand’s richest men from building his influence in the maker of Tiger beer. Heineken, with 42 percent of Asia Pacific Breweries, or APB, will pay as much as S$7.5 billion ($6 billion) to buy out other shareholders in the Singapore company, including the 40 percent stake held by Fraser and Neave Ltd., or F&N. Thai Beverage Pcl (THBEV), controlled by billionaire Charoen Sirivadhanabhakdi’s TCC group, this week offered to buy a 22 percent stake in F&N while his son-in-law’s company is buying about 8.4 percent of APB. Continue...http://www.bloomberg.com/news/2012-07-20/heineken-offers-s-5-1-billion-to-fraser-neave-for-apb-assets.html โดย CHiNU_Vi ศุกร์ ก.ค. 20, 2012 2:02 pm

Re: รวมข่าว "การลงทุนในกลุ่มพลังงานและปิโตรเคมี" Shell Said To Be In Anadarko Talks For Mozambique Gas Royal Dutch Shell Plc (RDSA) has started discussions with Anadarko Petroleum Corp. (APC) over a bid for the U.S. producer’s gas assets in Mozambique, where energy companies are looking to tap the largest discoveries in a decade, according to people familiar with the situation. Europe’s biggest oil company has begun informal talks with Anadarko about a deal for some or all of its 36.5 percent stake in the Rovuma-1 offshore gas fields, though Anadarko is reluctant to sell before further results of exploration in the area are known, the people said, asking not to be identified because the talks are private. Continue...http://www.bloomberg.com/news/2012-07-18/shell-said-in-anadarko-talks-for-mozambique-gas-after-cove-1-.html โดย CHiNU_Vi ศุกร์ ก.ค. 20, 2012 11:11 am

Re: Thailand’s TCC Said to Bid for OCBC’s Beverage Stakes http://ceylon-ananda.blogspot.com/2012/07/thai-family-offers-3-billion-for-ocbc.html โดย CHiNU_Vi พฤหัสฯ. ก.ค. 19, 2012 5:09 pm

Re: ระหว่าง ขุดหุ้น กับ ลอกหุ้น อันไหน รวยระยะยาว กว่ากัน เวลาลอกหุ้น, VI ลอกหุ้นกันยังไง, ที่ไหน ครับ พอจะมีใครอธิบายได้มั้ย ครับ ไม่เคยลอก แต่อยากจะรู้ไว้เป็นข้อมูล ครับ โดย CHiNU_Vi พฤหัสฯ. ก.ค. 19, 2012 12:40 pm