ETF's, episode 12 from 23 September 2009

This was an interview we aired on 23 September, 2009 (episode 12).

The guest was Zainal Izan Zainal Abidin explaining how ETF's work and his company's ETF performance. This was broadcasted on 23 August, 2009.

On that episode, we had some audio problem where the music was too loud. Here, I have fixed the problem and I have uploaded it for viewing here.

Part 1


Part 2

D is for Depression?

Last Sunday, we interviewed Choong Khuat Hock, from Kumpulan Sentiasa Cemerlang Sdn. Bhd. He is also the author of D is for Depression. As Andrew Lee couldn't make it to the show, he recommended we interview Hock instead. We asked Hock about what stocks he likes and what he thinks of the economic recovery.

Me and Hock after the live programming. Sasha Bashir shot this on her Blackberry after the program. Someone told me we both look alike. Do we?

Part 1



Part 2



I've been reading his book. Very interesting correlation between the great depression and the current depression we're going through. You can find it in MPH.

The other stories we had on that day were a stock pick and the market summary.

Market Summary



Stock Pick by an analyst (TRC Synergy)



There's no Stock Watch this week as we take a break for Hari Raya. We'll be back on air on the 27th September. Selamat Hari Raya everyone! Drive safe.

2 hours before the show

It's almost another 2 hours to go before we go on air.

I'm sitting in the editing suite waiting for my reporter to do her voice-overs for the stories and then we'll finalize the edits. There's only 2 stories for this week and the live guest in the studio.

There's the market summary report (what happened last week and what is going to happen this week); and a stock pick by an analyst (TRC Synergy).

I had to drop Sasha's story on Jobstreet as today's commercial break was longer than expected. Since the fasting month has started, the commercial breaks are little longer than usual.

The story will go on air on the 27th. Next week, there's no Stock Watch as we make way for Hari Raya programming. So, we'll be of the air for one episode, we'll be back on the 27th.

This holiday break will give us time to review what has happened through out the whole of the first season so far.

The thing about doing a live show is that it always feel like flying a plane. The viewers are the passengers; the production team is the flight crew and the interviews and stories we roll on air is the journey itself. The production team has to make sure its a smooth flight and that the viewers are comfortable through out the flight. Sometimes we get technical problems, but the priority is always to get the viewers to the end of the show.

Hopefully, we get to the end of the show safely today!

Episode 14, from September 6th, 2009

This is the recording from Episode 14, September 6th 2009.

Interview with an analyst on why he likes TH Plantation



Interview with Wong Chew Hann, banking sector analyst from Maybank Investment Bank.


Interview with Lee Cheng Hooi, Technical Chartist from Maybank Investment Bank
part 1


part 2

After the show

Well, another episode done. Normally, by the time I get home it's already 1:30AM.

Tonight was the first night we promoted the blog on the show. So the 'open' sign is on the door and I'll be expecting many more visitors to this site.

The episode tonight is actually episode 1 of season 2. Every season is 13 episodes, so we just finished our 14th episode tonight. Kind of relieved we've made it this far.

Before the show, I was talking to Cheng Hooi. This is the 3rd time we had him on the show. Most interesting guy.

He mentioned that the year of the Tiger is actually the bottom of market from the historical point of view. This is based on the previous crashes in the Malaysian market. So 2010 could be the bottom of the market. I asked him when in 2010, he said it was hard to tell still. Maybe some Feng Shui master out there would know better?

I also asked him of all the markets in the Asia-Pacific region, which one is the most interesting one now. He said it was Australia.

This actually reminds me of what the other analysts I've been speaking too have been telling me. For example, Tan Teng Boo from iCapital.biz berhad opened Sydney office not too long ago. Maybe I'll find an analyst who can tell us more about good Australian stock picks. Should be interesting now that Malaysian investors are certainly more savvy and are open to trading in foreign markets.

Actually for tonight, there was two other stock picks that I dropped from the lineup. One was Guiness Anchor which was rated as a hold with a Target Price of RM7.00. I figure it was the fasting month and it was just a hold, best to drop it.

The other one was Media Prima which was rated as a Buy with a Target Price of RM1.64. Since Media Prima owns Primeworks Studio (the production house that produces Stock Watch) and TV3, it would be biased to put it up as stock pick.

Anyway, each stock pick of the week slide is 30 second, so the two I dropped was already a minute which was taken up by Cheng Hooi's slot.

After every live show, we have a short production meeting with the host and reporters. So for next week, we're going to do more stock picks. It seems that people really like the Buy recommendations. Anyone wants to see a story on a sell?

Sasha is doing an interview with Jobstreet this Wednesday, so that story should be up for next episode. It would be interesting to see how the local job market is doing.

Also, I'm going to invite Andrew Lee, the Head of Research for Maybank Investment Bank to the studio for next Sunday. If all goes well, he'll have a stock pick he likes. If for some reason he can't make it to the show, I'm sure I'll have something lined up for the coming Sunday.

As in all live show, we can only plan for the best, and prepare for the worst!

I'll have Cheng Hooi's interview up soon. Got to get some sleep first.

Bad news

The episode for the 6th September is going to be gloomy. Yesterday, I was on the phone with the guest and he said "are you ready for some bad news?".

This week, I'm inviting our regular chartist, Cheng Hooi from Maybank Investment Bank to the studio. Apparently, his study on the market indicates that "people are taking money off the table". Hrm, not sure what he meant by that but we'll find out this Sunday.

Other than that, we have a short story on the banking sector. It'll be interesting to see how they're performing. The analyst my reporter is doing the interview with is publishing her report on the same day.

Stock Watch episode 13, 30 August 2009 - round table interview

For the Merdeka eve episode, we recorded a round table discussion with 3 guest, Suhaimi Illias, Chief Economist, Maybank Investment Bank
Andrew Lee, Head of Research of Maybank Investment Bank
Gerald Ambrose, Managing Director of Aberdeen Asset Management Sdn. Bhd.

The total duration of the interview was actually almost 30 minutes but for TV purposes, I had to edit it down to 15 minutes or less.

The guests talks about their stock picks and economic forecasts for end of the year and also if Malaysia is heading into a middle-income trap.

What they said about the middle-income trap is food for thought about whether Malaysia is going to achieve Vision 2020.

Here is the full recorded interview.

Part 1


Part 2


Part 3


Part 4

First post

I have decided to start a blog for Stock Watch as I find that a lot of the materials that we do record does not go on air.

For a 30 minute program, a lot of content has to be edited down to fit the on-air timing. Hence, a lot of content is cut out.

A blog with the full-length footages or behind the scenes commentary would give a fuller picture to the viewers of stock watch.

Stay tuned for more behind the scenes content!