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 STOCK MARKET DISCUSSION V150

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HereToLearn
post Nov 23 2020, 04:49 PM

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QUOTE(zstan @ Nov 23 2020, 04:44 PM)
AZ did get 90% efficacy too. and without the need of a super fridge to store the vaccines can expand the accessibility.
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The thing is, why doesnt our government source from AZ when it is so damn cheap rclxub.gif ? Or did I miss something?
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post Nov 23 2020, 04:50 PM

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QUOTE(skty @ Nov 23 2020, 04:48 PM)
you still don't get it.

what I am trying to say is supply now is not bottle-necked by glove factory capacity.

glove factory capacity +10000000000000000 bil/year also won't increase the supply.

no offense. I am cool when I am typing.  laugh.gif
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So are you saying that the bottlenecks are the raw materials?
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post Nov 23 2020, 05:04 PM

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QUOTE(zstan @ Nov 23 2020, 04:59 PM)
Malaysia is sourcing from everybody ah. Under COVAX initiative, moderna, AZ are there. If I'm not mistaken China's Sinovac is not in so they signed separate agreement. Pfizer also not under COVAX, not surprising since they gonna profit this gao gao laugh.gif

The full list of CEPI-supported candidate vaccines is as follows:

Inovio, United States of America (Phase I/II)
Moderna, United States of America (Phase III)
CureVac, Germany (Phase I)
Institut Pasteur/Merck/Themis, France/ United States of America /Austria (Preclinical)
AstraZeneca/University of Oxford, United Kingdom of Great Britain and Northern Ireland (Phase III)
University of Hong Kong, China (Preclinical)
Novavax, United States of America (Phase I/II)
Clover Biopharmaceuticals, China (Phase I)
University of Queensland/CSL, Australia (Phase I)
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Hahaha, I did miss something. Thank you

QUOTE(skty @ Nov 23 2020, 05:00 PM)
yes and if we know about this, we will then know that the covid cluster in TG factory won't affect a lot of their production because some of their production line before the cluster already half dead because of lack of material.

I hope everyone can know how to filter news. Which news will affect fundamental, which won't.

my 2 cents as usual.

Cheers!  icon_rolleyes.gif
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I see. If so, the rubber price war will be more interesting next year with more companies joining the glove market
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post Nov 24 2020, 12:14 PM

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QUOTE(anakMY @ Nov 24 2020, 12:03 PM)
anybody here trapped in vivocom? it seems a certain famous facebook page about investment kept promote this counter since few weeks back and many ppl chase it.
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PE 1.5k, greed knows no bound. History keeps repeating itself.
People will still sign up for quick to rich scheme no matter how ridiculous it may sound. When they join such a scheme, they should have prepared for this kind of situation.

These are the operators - a certain famous facebook page.
Stock gurus are exactly like property gurus - make money from their followers and eventually bring them to Holland (except the very 1st few early followers, who get to cut profit)

And all the analytical people who advised them not to fall for such schemes will be bashed as naysayers. sweat.gif

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post Nov 24 2020, 01:21 PM

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Double post

This post has been edited by HereToLearn: Nov 24 2020, 02:46 PM
HereToLearn
post Nov 24 2020, 01:21 PM

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There's a meme about Topglov

QUOTE(JimmyX @ Nov 23 2020, 06:52 PM)
user posted image
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QUOTE(cake_everyday @ Nov 23 2020, 07:24 PM)
user posted image
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https://forum.lowyat.net/topic/5062295/+100
#115 and #153

This post has been edited by HereToLearn: Nov 24 2020, 01:23 PM
HereToLearn
post Nov 24 2020, 03:03 PM

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QUOTE(lowya @ Nov 24 2020, 03:01 PM)
1009 DOWN, 220 UP
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Since it is not a sector specific dive, it is an opportunity to buy low. If Budget can be passed tomorrow, sentiment will be very good
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post Nov 24 2020, 03:51 PM

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QUOTE(ChAOoz @ Nov 24 2020, 03:07 PM)
Sometime i don't get why people bought some share and is happy when it go down lower.

To me, if i bought something and it go down, it either means:

1) my assumption is wrong and i should reassessed
2) I have transacted at a wrong timing on the purchase and bottom is not yet form

For both cases, if I'm confident of the stock i would average down if possible but i would never be happy to pay a higher price than what i normally could.

Averaging down is not a happy occasion, it is a required activity and required more sunk cost than if i have bought at a better timing. Building a wrong position too big is also a hazard of itself.
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If dividend stocks with solid long term prospect ok lo, like MBB back in AFC 1997/1998. It was RM1.8.

But if you bought at RM3, then it dropped to RM1.8. Of course, in the short term not happy la, cause you could have bought more shares at a much lower price.
But if you stretch out the investment horizon knowing that, in the future, at this price, you will be getting 30% return annually as dividend yield if you are buying at RM1.8, you will be happy for your retirement, but still not happy about your decision buying at RM3.

My 2 cents sharing from my limited investment experience
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post Nov 24 2020, 03:55 PM

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Today, only banks (except HLB) in KLCI index are spared from going into the red zone. But, banks in other countries are up la.

SG up
US up
Euro up

MY banks no energy up

This post has been edited by HereToLearn: Nov 24 2020, 04:01 PM
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post Nov 24 2020, 10:40 PM

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QUOTE(zstan @ Nov 24 2020, 10:35 PM)
Wew USA can hit new highs today. BTC close. Gold dropping.
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Most importantly is that banks continue to fly.

For MY, need to pass the budget before banks can fly
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post Nov 25 2020, 08:42 AM

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US banks up 5%
Euro banks up 4%
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post Nov 25 2020, 09:11 AM

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QUOTE(HereToLearn @ Nov 25 2020, 08:42 AM)
US banks up 5%
Euro banks up 4%
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Who let the bull out?
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post Nov 25 2020, 09:24 AM

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QUOTE(Boon3 @ Nov 25 2020, 09:08 AM)
Morning.

Share my little work for you ....

user posted image

comments?
anyway .. by the way.... the 2000 gogo story....

Was told last night that MPI was quite active with stock buybacks during that period....

Need to check myself.... was it b4 their collapse or after their collapse
....

yes... obviously they are 2 different industries... apples and oranges smile.gif

HOWEVER .... boom and bust .... markets don't care what fruit ....no? a look won't harm, right
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After you check update here, might help glove investors to make a wiser decision
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post Nov 25 2020, 09:41 AM

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QUOTE(Boon3 @ Nov 25 2020, 09:36 AM)
MPI and its share buybacks during the 2000 gogo years....

Repost this part .....

MPI..

the monthly chart again ... prices are unadjusted .... which shows how crazy high the stock went.....

user posted image

this other monthly chart shows how the stock did since the bust.

user posted image
The earliest reference I got was ....

MPI..

from Bursa

* rant on Bursa Malaysia ... make so much money each year but somehow can be so stingy on their database. Spend the cash la. How can you not allow data/announcements that is more than 20 years  be accessible? That's market info lo. How can you force info seekers to search via other websites? *

That buyback was dated 21/4/2000.

That 2000 buyback happened after MPI started falling .... price paid 36.75

Anyway the lowest price paid was 15.10. (yeah... I used the 13 website...  laugh.gif  innocent.gif )

** what would you make of this? When the market crashes, the share buybacks won't help!! Clearly seen in MPI **

the 1999 buybacks... the chili sos

Lowest price paid 8.90
Highest price paid 15.90

comments...

ok ... MPI was active when the stock was going up...
MPI hit highs of over 55 (or something like that)
well there..... 3 sen worth  thumbsup.gif
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Hahaha, damn sad right cannot access old data.

When the market crashes, the share buybacks won't help!! - For now, it is tanking. I dont understand why they did not SBB during uptrend. If SBB during uptrend, then it is more sensible to me. SBB during downtrend hmm.gif
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post Nov 25 2020, 09:56 AM

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QUOTE(zstan @ Nov 25 2020, 09:48 AM)
Saravanan, who visited the plant days ago with Labour Department officers, said the workers’ housing conditions were deplorable.

“Top Glove must adhere to NSC instructions and close down its factories in stages.

“We have started investigations and will spare no one if they were found to have flouted labour laws.

“I have visited the hostels and the conditions are terrible. My officers were ordered to go in full force as this is a big, vulnerable migrant workers colony. If we don’t act, this cluster might get out of control.

sweet karma for top glove. hope their prices crash more.
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Wah, no need so black hearted le, why go curse other people counter...
HereToLearn
post Nov 25 2020, 09:58 AM

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The whole world is slowly switching from pandemic theme to recovery theme.
Vaccine drops,
Banks up, metals up, OnG up

This post has been edited by HereToLearn: Nov 25 2020, 10:02 AM
HereToLearn
post Nov 25 2020, 09:59 AM

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QUOTE(ben3003 @ Nov 25 2020, 09:58 AM)
Dayang fly after QR result out, which is lower than last year quarter, so bursa is sell on good QR, buy on bad QR?
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Because oil going up, more oil demand coming
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post Nov 25 2020, 10:06 AM

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QUOTE(jenli_84 @ Nov 25 2020, 10:03 AM)
anyone top up for Topglove? will keep drop?
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Follow the trend, dont fight it - momentum investors' excerpt, 2020
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post Nov 25 2020, 11:13 AM

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QUOTE(icemanfx @ Nov 25 2020, 10:56 AM)
user posted image

Recent oil price rise is largely due to production cut by saudi and russia. opec+ could always turn on more supply if they so desire.
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Yeap, this is exactly why I am a bit skeptical about the OnG longer term outlook
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post Nov 25 2020, 12:08 PM

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CIMB 3.5% with 10m volume.
CIMB for the win

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