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 STOCK MARKET DISCUSSION V150

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dickybird
post Sep 21 2020, 08:03 PM

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QUOTE(yehlai @ Sep 21 2020, 07:50 PM)
Disastrous, catastrophe, tragic
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Is it his fault though? Oil prices have slumped since 2014, when shale oil started coming on stream in a big way.
dickybird
post Sep 24 2020, 02:19 PM

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QUOTE(AVFAN @ Sep 24 2020, 11:50 AM)
not so sure if FF is buying harta now.

but i wud think epf must be adding.
harta has been lagging a lot... becos they were slow in raising prices, unlike spmx n TG.

after last AGM, investors were reassured they have started raising prices.

perhaps insiders have since reaffirmed this.

come early Nov, we will see in the QR... and spmx QR too.
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Name also Hartalagger
dickybird
post Sep 25 2020, 01:58 PM

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QUOTE(james.6831 @ Sep 25 2020, 01:35 PM)
I buy small only haha
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I'd wait and see how things shake out from the State Elections and Anwar moves.
Also, it's almost window dressing time for Q3.

This post has been edited by dickybird: Sep 25 2020, 01:59 PM
dickybird
post Sep 25 2020, 02:13 PM

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QUOTE(AVFAN @ Sep 25 2020, 02:00 PM)
can see that u r going on the basis of volatility due to sabah elections results.

i suppose there is surely a risk of bursa thrown in chaos, so u will be able to take advantage then after selling off now.

the flipside is the results does not cause much volatility, things remain calm, prices edge up again, u had given up some gains.

whichever happens, it will affect ALL counters, not any single sector.

both scenarios have equal merit, a matter which side u wanna take.

i am less concerned... at most i may sell off 1/2 what i have by end of day today, not all.
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The state elections won't really rock the boat per se but depending on the results, it may trigger a snap general election, with federal government seeking to ride the erstwhile momentum to a more solid mandate and defeat anymore power grab moves.
dickybird
post Sep 25 2020, 09:35 PM

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QUOTE(ry8128 @ Sep 25 2020, 07:27 PM)
Yup, thats him. Best ever sifu in this thread  laugh.gif  See how accurate is his prediction for tg.
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He's on my Ignore list.
Priceless because it's free.
dickybird
post Sep 26 2020, 12:52 PM

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QUOTE(MakNok @ Sep 26 2020, 08:07 AM)
Betol....
you see all the Asshole IB tekan the price like roti canai after BI...all the retailer kena game by IB ....
ONLY when TG start buyback....normality return amd SuperMax as usual only follow later .

But then the IB and Shark still doing it DESPITE...the latest QR TG Bambastic 1.3T PAT as it is still BUSy Shark....IB defending the warrant UNTIL
EPF also buy in with Tan Sri continuos buyback.

Now only TG share breaking Rm8...RM8.50....maybe next week RM9...

As for Kossan...you think the family will buyback or left it to market force...?after BI.....?

Chances Kossan will follow the same path lo...
after getting Bonus ya aka "dividend"..i will quickly sell lo.
i will lock in the profit rather than hold..
it is Free after all ....
just like Warrant Conversion..
Sure Sell lah.
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I'd sell Kossan at peak price just before ex date

dickybird
post Sep 26 2020, 01:56 PM

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QUOTE(MakNok @ Sep 26 2020, 01:37 PM)
smart move.
Kossan should have just declare dividend lo..
Now it is NOT Smart to declare Bonus Issue.

Ya it free....BUT TopGlove and SuperMax have show that..it is BAD Idea to issue Bonus Share....for now lah.

Good luck Kossan....i am sure smart investor will surely selling your share highest possible next week Onwards.
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Because i held on to Smx and TG for the bonus. Should have sold when I felt I was sitting pretty on paper gains.
Instead of being shellacked by the sell down post BI.

This post has been edited by dickybird: Sep 26 2020, 02:04 PM
dickybird
post Oct 5 2020, 03:02 PM

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QUOTE(AVFAN @ Oct 5 2020, 02:19 PM)
well, it is not like TP 26 means it is to be achieved by next QR.

more like if the QR is good enough, it can continue to rise, fay from 18 to 20... closer to target.
that kenanga report was interesting in that the analyst appeared to be more up to date on the latest ASPs and has gotten new guidance for 2022.

the previous reports, little was mentioned becos no one knows then... now, perhaps visibility for 2022 is a little clearer.

this is very impt as 2022 was previously assumed to be when full vaccines will kick in, demand drops, prices fall.

now, as fresh info and data come out, that may not be quite the case - demand and ASPs may stay elevated for longer...?

we will know more at other coming QRs, reviews and AGMs come on.
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Vaccines won't cause ASPs to drop, it's the number of cases that have to be treated, they drop then ASP will drop.
Even when giving vaccines, medical staff still need to take precautions.
dickybird
post Oct 5 2020, 03:03 PM

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QUOTE(icemanfx @ Oct 5 2020, 02:54 PM)
Change of gomen?
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DG is part of the Civil Service not the Executive. He is not changed, only his boss may change.
dickybird
post Oct 5 2020, 03:04 PM

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QUOTE(ZeroSOFInfinity @ Oct 5 2020, 03:02 PM)
Imagine how much will glove prices soar if a few of them confirmed?
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Market may take that badly because MCO may happen again and this time the economy will really take a deathly blow.
dickybird
post Oct 6 2020, 02:46 PM

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QUOTE(tommy2468 @ Oct 6 2020, 02:43 PM)
Cheh~ everyday also breaking high lo~ if reach 1000 cases then only scary~
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by then, they will close bursa
haha

dickybird
post Nov 10 2020, 11:52 AM

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any news on gas price review?

dickybird
post Nov 10 2020, 12:09 PM

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i am reminded of the scene in The Perfect Storm where the fishing boat Andrea Gail sees the sunshine and calm waters inside the eye of the hurricane before it then faces the other side of the hurricane.

dickybird
post Nov 17 2020, 09:51 AM

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pared down my gloves holdings just now.
will KIV and look to ride the uptrend again when cases peak again during winter.
but agree with analyst, window for glove counters is narrowing as vaccines start to come on stream. people will switch to recovery plays and be less willing to pay high prices for gloves shares.
dickybird
post Nov 17 2020, 09:58 AM

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QUOTE(CertifiedHomphobe @ Nov 17 2020, 09:54 AM)
Well doing it slowly made me into a certified bagholder. I pulled out from TG and CP yesterday , should've pulled out from SP and RB .

That's 1 year , assuming the vaccines doesn't have any adverse effects lol. Wouldn't be shocking if someone got paralyzed or get any adverse and debilitating effect from the vaccines when they're rushing it out like this whistling.gif
Any advice for any decent counters? imo a lot of what people pump into now are pure goreng stock .
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recovery plays lo
get in early for banks and consumer goods la
utilities and electronics
dickybird
post Nov 24 2020, 11:57 AM

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QUOTE(SGSuser @ Nov 24 2020, 11:44 AM)
gogo vivocom, lunchtime positive qr back to LU laugh.gif
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Phew
Finally got out last week with a tidy gain after being stuck for soooooo long!
dickybird
post Nov 24 2020, 05:01 PM

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QUOTE(Vanguard 2015 @ Nov 24 2020, 04:45 PM)
Honestly, after being around the blocks a few times, I think 90% of investors including myself should invest long term in unit trusts, ETF or index fund for our retirement plan.

Trading or investing in the Malaysian stock market directly as part of our long term retirement plan just doesn't cut it.
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Already doing that
This is just for mental stimulation.
If make big money or can achieve financial goals that's a bonus.
More realistic is a little prize money for a holiday or a toy that you fancy.
dickybird
post Nov 24 2020, 05:01 PM

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QUOTE(Vanguard 2015 @ Nov 24 2020, 04:56 PM)
From the business model of VSTECS and its latest QR. Profit is growing.

It is Malaysia’s largest distributor of ICT products such as notebooks, personal computers, software, servers, smartphones and tablets. It has over 5,000 resellers covering 40 well-known brands.

It also provides value-added product support and technical services; computer maintenance services; network implementation, system integration, Internet solutions, software support, hardware repair and maintenance, and warranty services; and management services, as well as engages in the letting of properties.

VSTECS Berhad distributes its products in the Asia Pacific, including China, Thailand, Malaysia, Singapore, Indonesia, the Philippines, Cambodia, Laos, and Myanmar.

With the current pandemic and WFH policy, hopefully the profits will continue to grow.

Current PE is 11.44.

Simply Wall Street rates it as +78.15% undervalued. OK, I think that is a bit too much. Maybe +30% upside is more accurate.

My 2 cents as usual.
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One time hit only, no?

dickybird
post Nov 24 2020, 05:30 PM

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QUOTE(Vanguard 2015 @ Nov 24 2020, 05:26 PM)
Eh? I don't have Wahed wor. Let me do more research on it. I am heavily invested in FSM One Malaysia though.
For goreng stocks, be prepared to write off 100% of the capital. I did post warnings twice on AT. We live by the sword and die by the sword when we  play goreng stocks.

I don't have any furniture stocks for now. But never say never. I may still enter some furniture counters and hope for a rebound.
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Furniture stocks not rebounding already meh?
dickybird
post Nov 24 2020, 05:34 PM

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Took a small position on MrDIY after reading TP updated to rm3, yesterday.

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