Nasdaq's down now.

My prediction (or maybe common knowledge in others' view): Malaysia's tech stocks should follow tomorrow. And since banks gonna tank in anticipation of OPR cut, gloves should rebound strongly.

it is casino de bursa.

5 days in a row... no FF, LF continued selling, only retailers sucking it up.

plus all kinds of shorts.

tech or banks or healthcare, same - looking grim.

MCO + emergency is taking effect.

Which sectors are these? Plantations?

patient while fishing. Fishing always when tide is high doesnt mean fish will come.

Collecting, i wondered why didnt anyone take on REIT. 

Is there any growth potential for public bank though? You think. I sold before bonus issue and felt like an idiot now but anyways the opportunity cost of holding bank stocks is never worth it IMO. There are more money to be made elsewhere

Actually You can find more stocks like this elsewhere lets be honest. Don't FOMO into it.

Depends on your investment goals? To grow capital or to preserve wealth.

We are in an epic bubble that valuation is not important

JFtech - BI Fly
SCIB - BI Fly
Scientex - BI Fly
Kpower- BI Fly

Btw KLFI just broke 15000, up 4.6%

Maybe when your portfolio drop on average 10% everyday continuously 3 days in a row then you will understand how this boomer mindset is form.

This is one of the longest bull run in history that people forget and youngster never see how their lamborghini got wipe out in just weeks.

Stocks always recover. Depends on your investment strategy. You want quick profit? Sell. TopGlove is now a dinosaur stock of Bursa. Truth is, the market cap has already factored in its future growth. Our market does not have any more liquidity to pump into TopGlove and Supermx. And evidently for the past few days, we have been seeing an inflow of funds into Industrial Products, Logistics, Tech, Consumer Goods. Make no mistake, this is different than the last recovery play (sort of pump and dump). The volume and price action for the past few weeks have justified the sector rotation that is going on right now. Look at Bursa healthcare’s index, it’s very crowded (meaning lots of funds inside), but not necessarily overvalued in a sense that the valuations cannot be justified by their quarterly and annual earnings. Inversely, institutions and retailers are just less bullish on gloves that’s all. Remember, stock market is a voting machine in the short run and you can only see the true value in the long term

Current P/E x10 = after covid valuations.

Nope still expensive, i think glove counter will settle at around future post normalisation 40x - 60x p/e range. So yeah....

Their hope is another pandemic or a covid mutation

that will happen on May. I call it the final leg. 

We always hear about the sunshine and rainbow, the gains and profits.

But what I am interested is the losses. What is the worst lost (realized or not) that you have been through?

Oh my...

My biggest, fastest lesson learnt was from the unrealised losses with gloves. Got reckless, bought too much, a few times, at high. Although I'm okay to hold and even topup for long term, I can't say it is good for my mind to see 30-40% losses with most of them...total about -50k losses thus far. I will do one last averaging down and if it goes south, I will cut my losses.

...I feel embarrased with my portfolio, but...taking it with a stride and bravely sharing it out here

no no. Local IB sell because glove sector is dead, ASP gonna waterfall and price is going to pre-Covid level.

TG is idiot keep SBB and TS is idiot keep burning pocket money to buy share.

Now I hope to have more waterfall after this post. 
Joking aside, got some data with figure inside.

if earnings keep growing and stock price keeps falling, sure!

i think possibility is higher for harta since the kuans hold plenty shares.

and spmx too - build new plant in USA, privatize, JV with US gomen to supply US hospitals.

Good morning folks.

Looks like it is dead cat bounce for glove stocks. All deep blood red in the morning session.

Tomorrow is Black Friday. By convention, it is even worse.

Traders, to hold or cut the glove stocks now? That is the million dollar question.

Given inflation rate and US market going bad, what do you guys thing about commodities? Steel, copper, gold...bitcoin?