Sotong, BIMB and HLFG are in many ways cheaper. But Tiger is like Topglov,, largest cap and have the branding power.

Today all red. Minor pullback, but didnt drop enough for collection opportunity.

Btw, foreign fund has been coming in since few days ago. They triggered the recovery stocks spike. If the fund flow can be maintained, recovery theme will be further strengthened.
https://www.bursamalaysia.com/market_inform...stic/securities

KLCI looking healthy and strong today. Go go go. Economy recovering slowly and steadily.

The unemployment data and the GDP data show otherwise.
- Unemployment data declining. By the time they drop back to 3. It is too late to ride the economy recovery theme.
- GDP data improving

Start looking at other financial counters that still have a lot of room to go back to pre-covid level (sometime before Dec 2019) with solid fundamentals.

Pre covid price 8.66. If you need the money soon, can TP here.

If you like its dividends, no need TP

This post has been edited by HereToLearn: Nov 16 2020, 10:34 AM

Dont worry there are still plenty of recovery counters that still have a lot of rooms before going back to precovid price

For FI,
BIMB, similar ROE to MBB, slightly lower PB, a lot lower PE
CIMB, lowest PB for one of the KLCI blue chips, super low ROE, PE will be low in CY2021


For OnG (but returning to pre-covid wont solve the oil oversupply issue in near term, so this one might have to wait a long time - prolly no the best time to buy yet)
Serbadk and Yinson


For tourism, hospitality and flights (not as essential as FI and OnG - prolly no the best time to buy yet),
Not buying yet, but genting is flying

Mercator drop 6.74%?

Still 30-35% lower than precovid price

KLFI finally reaching 14k! breaking the June peak. 4k more to revisit 2018 peak

CIMB show more spectacular

But still 30% lower than precovid

Not so bullish on O&G as it doesnt solve the underlying oversupply issue.

AA and AAX not so solid lo, but will fly if sentiment is good

Show source please

I think the 1st few counters people will short will be the semicons/techs if the QRs are not as good as priced in

http://okeyread.com/doc_ODFCOW0yb003cklrTVhhV3R1SFV4Zz09

Singapore mall overcrowded. Too much pent up demand

The hardest hit sectors

He averaged down a few times at the top though, now most likely still negative from the catching falling knife practice

Dont fight the trend, it comes a at very high price (momentum investors, 2020).

When the gloves trend came, we rode the trend
When the tech trend came, we rode the trend
When the recovery trend came, we rode the trend

- momentum investors' excerpt 2020