Wow just realised Top Glove only around RM1.50 to RM2 before covid bonus. I guess RM3 is a reasonable price to go in? or RM3.50 can whack liao?

What's the targeted price?

China these few days up a fair bit.

If the big crash as predicted by some bros here does not happen, I think China shares will recover nicely baring any further incidents with US/Taiwan. The Chinese Govt today or yesterday allowed Tencent to buy and take that search company Sogua (?) private, Alibaba delayed the listing of its data company etc...

The recovery theme too much and just too much hot money around to defy fundamentals. I already sold off X yesterday and for US market holding cash now. Will go in in the next dip, but now is results season though JPM results not that up to expectation.

On a separate note, I think our political situation seems to be more stable now resulting in a slow and relatively stable market for now.

I bought nvda last Thur, now sitting around 8% lost. Tonight if drop I will buy one more time. Itchy fingers went in again after holding all cash beginning of week last week....

Be careful with China Tech. Words have it China will continue to force delisting of China tech shares so that they will list in HK or SZ. Devaluing the value now makes it cheaper to delist. Again no one know, if you believe the fundamentals good. A lot of bank view (via Unit Trust fund managers) also see long term upside. But if you buy China stocks listed in US, I don't know what happens if they delist. Forced to buy your share at the price being delisted?

Also I don't quite get the logic for China to shut itself out of US market funding... hurt itself to get US to compromise? Since US also hurting big time as a lot of US funds invested in those shares.

I was expecting banks to not go up so fast due to UMNO and their insistence on loan deferment. But I am so wrong... Foreign fund seems to be coming back...

Now the question is, go in now since still low or will our political scene help another market low (cabinet news might dampen market). Though our vaccination rates up, our cases still up big and delta effect not sure hit Malaysia already or not. Now Thailand and Vn getting hit real bad by covid.

This post has been edited by joeblow: Aug 24 2021, 05:03 PM

Last week in big on BAT, don't know why... Let's see how. Now holding big in tnb, bat and very little in Maybank plus those btoto, united meleca etc...

Any thoughts on BAT at rm14.10? Worth a punt? Hoping for vape miracle...

Wow so busy today until now then got time to see this thread. Surprised today no post! I thought today market back?

With the upcoming budget plus reaching our target 80% of adults full vaccination, apart from GENM and Genting which already flying, any other good punts? I still have about 1/4 of fund left. Banks like CIMB and AMBANK also flying in... Maybe just go into Maybank to collect dividend? Last time sold Maybank at rm8.30, a bit silly to go in now at this level.

This post has been edited by joeblow: Sep 1 2021, 07:48 PM

Just curious, you don't have to answer if you are not comfortable. How do you measure your annual yield or performance? Based on the profit and lost over your invested stocks or based on all your portfolio (ie cash not used).

ie P/L divide by just the value of stocks you invested or includes also the cash you have not invested (to act as buffer to average down etc).