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 STOCK MARKET DISCUSSION V150

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theberry
post Jan 15 2021, 07:50 PM

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QUOTE(AVFAN @ Jan 15 2021, 07:02 PM)
Chinese health experts call to suspend Pfizer's mRNA vaccine for elderly after Norwegian deaths
https://www.globaltimes.cn/page/202101/1212915.shtml
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i stop discussing glove and vaccine ady because people will keep say bursa glove sentiment is over. so for now i just keep silent lor. come here sometime to see what daddy van post then off d. whistling.gif
theberry
post Jan 19 2021, 02:27 PM

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QUOTE(lauwenhan @ Jan 19 2021, 02:26 PM)
This is weird. Steel stocks keep appearing on my algo software. Should I trust my own poorly-written algorithms?
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U should trust your emotion.
theberry
post Jan 19 2021, 02:36 PM

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^Oversupply of semiconductor soon
theberry
post Jan 19 2021, 02:55 PM

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QUOTE(Taikor.Taikun @ Jan 19 2021, 02:54 PM)
Oversupply or shortage now
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I was replying to icexxx post.
Oversupply of glove soon semiconductor lor
theberry
post Jan 21 2021, 11:25 AM

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QUOTE(pinksapphire @ Jan 21 2021, 11:03 AM)
Hi, guys...to take our eyes to some other stocks, what are your views on Berjaya and Magnum in terms of long term hold for dividends? I see their prices don't fluctuate too much and their dividends are >5-8%.

On the side, siapa dah beli TNB? tongue.gif
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RM 9 to 9.30 best entry.
theberry
post Jan 21 2021, 03:24 PM

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Lauwenhan, tech red red wor
Add or cl?
theberry
post Jan 21 2021, 04:34 PM

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QUOTE(statikinetic @ Jan 21 2021, 04:16 PM)
Here is a PSA for those with concerns around MCO extension.
Don't ask me for my sources in Kementerian. MCO 2.0 is estimated to last 2 months. If you got CNY travel plans, start planning your Plan B.
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MCO still can visit people or not? Haha
20person per time? Hahah
theberry
post Jan 21 2021, 09:44 PM

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QUOTE(nauticat99 @ Jan 21 2021, 07:04 PM)
Current mkt rotational play could be a sign that money is tight. Since mkt is dominated by local retailers with limited funds, they can only shift fr HC-recovery-tech and back again. With extended MCO and a raging pandemic, I guess we may have no choice but to play accordingly.
As to China being a big glove player? Very doubtful for now. Go ask those using medical gloves if they would buy the china gloves or msian made gloves? I am sure you would opt for msian make cos you treasure your life. That's why we continue to stay vested in glove counters.
Lastly regarding seeing into covid future. It's indeed an exercise in futility to predict when covid will end. But based on what we know as of now:-
* so many variants out there and more mutations coming in,
* vaccine efficacies; how long can it lasts, is it effective against these new strains?
* are there enough vaccines to cover world's populations?
* even if there are sufficient vaccines, would everyone take it
* can herd immunity be achieved? Well Sweden tried it and lived to regret it, I suppose?

So many questions with no answers. Let's wait for Israel to finish their inoculations of 8 million citizens before we have the full data. Meanwhile, more articles to share-

https://www.scmp.com/news/world/united-stat...n-beat-covid-19

rehash for those who missed it
https://www.edge.org/conversation/lawrence_...mes-for-disease
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Because company listed on bursa is not attractive compared to oversea companies. Nuff said. When u have a cleaner bursa and directors in bursa then will attract foreign fund.
theberry
post Jan 25 2021, 10:27 AM

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QUOTE(lauwenhan @ Jan 25 2021, 09:14 AM)
Stocks do not follow historical pattern.

Why should tech stocks follow the movement of glove stocks? No negative narrative against these companies. Can’t say anything about the supply and demand of semiconductors.

Seriously, it ain’t gonna stop unless the entire index reaches 100. Now it’s shaking off weak hands. Hold them tight
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Lai lai give your tech tp for
Greatec
Inari
Uwc
Jftech
MPI
Penta
Unisem

Inb4 hoot9 till pe100 per counter

This post has been edited by theberry: Jan 25 2021, 10:30 AM
theberry
post Jan 25 2021, 10:52 AM

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QUOTE(icemanfx @ Jan 25 2021, 10:44 AM)
gloves demand in the u.s and e.u is expected to waterfall in q3/21. rss doesn't expire; i.b could afford to wait, short further; the inevitable will occur.
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Do u expect urself to get perm Bora Bora ke.
Keep repeating same thing laugh.gif
theberry
post Jan 25 2021, 01:29 PM

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QUOTE(New Klang @ Jan 25 2021, 01:12 PM)
Is tech momentum broken today?
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No la tp only la
Lauwenhan said hold tight right.
theberry
post Jan 25 2021, 03:45 PM

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QUOTE(Bendan520 @ Jan 25 2021, 03:35 PM)
Hi everyone, looks like my fav tech sector taking a big bullet.. Im -20% on my portfolio..

Then again I saw this thread in /k/

https://unctad.org/system/files/official-do...nf2021d1_en.pdf

Menurut laporan Persidangan Bangsa-Bangsa Bersatu mengenai Perdagangan dan Pembangunan (UNCTAD) yang dikeluarkan semalam, pelaburan langsung asing (FDI) ke negara ASEAN bagi tahun 2020 adalah seperti berikut:

Singapura: US$58 bilion (turun 37%)

Indonesia: US$18 bilion (turun 24%)

Vietnam: US$14 bilion (turun 10%)

Filipina: Naik 29% ke US$6.4 bilion (naik 29%)

Malaysia: US$2.5 bilion (turun 68%)

Road to Zimbabwe

sad..
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It is time go fillipine to find jobs
Or it is time to see tech companies buying their share back to show their investor confidence..

This post has been edited by theberry: Jan 25 2021, 03:47 PM
theberry
post Jan 25 2021, 03:51 PM

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QUOTE(ben3003 @ Jan 25 2021, 03:48 PM)
i have frens going to filipino to work.. but is working as "online gambling" company lol. but it is legal there so, what to lose. the pay is so much better than what we have here.
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Ya, last time I got help find people but no one want
Salary about 6k+++ per month
theberry
post Jan 25 2021, 03:52 PM

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QUOTE(HereToLearn @ Jan 25 2021, 03:49 PM)
KLCI going to retest support at 1560
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Faster ask these tech companies do SBB whistling.gif
theberry
post Jan 25 2021, 04:23 PM

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QUOTE(Vanguard 2015 @ Jan 25 2021, 04:21 PM)
Finished my CNY shopping just now. Bought or added the following stocks.

1.  Eita
2.  Jaycorp
3.  IQ Group
4.  KPower
5.  KGB
6.  JHM
7.  Jftech
8. BIMB
9. Samchem (topped up)
10. CSCStel
11.  Hevea (queuing now)

Wish me luck. It will either go down very well or very badly for me this week.  bruce.gif
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What is go down very well laugh.gif
theberry
post Jan 25 2021, 09:44 PM

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QUOTE(lauwenhan @ Jan 25 2021, 09:38 PM)
How much foreign direct investment are we still losing each day? Lol gloomy future for Malaysia if more economic lockdowns are expected I mean from the investor’s standpoint.

Blackberry to the moon btw
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as long as inari greatec uwc unisem mpi MI jftech still BBB UUU
siapa kesah whistling.gif

This post has been edited by theberry: Jan 25 2021, 09:45 PM
theberry
post Jan 26 2021, 09:05 AM

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QUOTE(babygrand123 @ Jan 26 2021, 12:06 AM)
After few 100 pages reading but still glove counters contribute the most !!!!!
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People buy us tech stock, buy glove in Malaysia la
If u want tech, join reedit mostly tech discussion
theberry
post Jan 28 2021, 11:22 AM

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QUOTE(Ray85 @ Jan 28 2021, 11:10 AM)
What stock do you all recommend for long term? Dividend yield?
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Tenaga bank monopol y glc counter lor what else do we have?
theberry
post Jan 29 2021, 08:46 PM

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QUOTE(skty @ Jan 29 2021, 07:01 PM)
aiya dividend only 3.8cent. so kiamsiap.
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unker r u disappointed compared to tg and harta laugh.gif
theberry
post Jan 30 2021, 08:36 AM

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QUOTE(skty @ Jan 29 2021, 11:49 PM)
hey. I am not unker. I am in my first half of 30s!  bruce.gif

frankly speaking, really very disappointed lo as I want to hold more cash to execute my plans in 2H2021.

I am not holding glove for capital gains, although I foresee they will get the proper valuation in the xxx month. xxx because cannot simply disclose and spoil their shorting plans ma. But I didn't foresee this crazy entertaining WSB and BSB though.  tongue.gif

Never ever let noises to tell us what a stock real value is. Do our own homework ya. And always remember this, inexperience investors will see how much can they earn whereas experience investors will see how much can they lose.

I am holding for crazy dividend yields and more importantly as a hedge together with gold for what I am planning in 2H2021 and beyond. Will be around or little bit more than a year.

When I finally sell it when everyone is crazy buying it, most will look back at the current price now and most will have a good laugh. I think by then most people will say, "Haiya, crazily stupid. Confirm super good profit prospect, full transparency and yet I never buy!"  biggrin.gif

This is what I foresee and is part of my own plan. No buy sell call as everyone else should have their own plan. Blindly copying other people plan will just get backfired as one may not have the skill, knowledge, experience to execute it. I might be very wronged, like I always do. 

I missed 2008 (haven't graduate  laugh.gif ), I will never let myself miss this again.
thank you for your kind sharing. I have bookmarked it and will go through it in this coming weekend when I have time.

I am referring to US market - May onwards, for a very short period of time, will be the final leg of melt-up. This is not the time to look for value investing and hold for dividend. It's the time to buy high and sell higher. But be warned, it's highly volatile and many inexperience traders will get hand burned. Because when God want to kill us, God will first make us crazy.  smile.gif

If anyone is interested, I give a few layman charts for easy understanding. Refer to below few charts, and check how much negative yield bonds (I posted it few months ago) are in the market and how much currency has the Fed printed in 2020.
https://stockcharts.com/h-sc/ui?s=%24USD. It almost hit the 88 low as I predicted few months back.
https://stockcharts.com/h-sc/ui?s=%24UST10Y. Yield started to go up as predicted.
https://stockcharts.com/h-sc/ui?s=IEF. 10 years treasury bond started to go down as predicted.
Those are the 3 checked in my checklist. More to come in the coming months.

Those are simplified explanation rather than the complicated proprietary economic models, financial models or whatever syiok sendiri models tongue.gif used in investing. Hope this can spark some interest in a few to be interested about macro-economy. Investing No.1 most important is macro-economy. Then sector future. Then only company picking. And company picking is not just as simple as picking based on those PE, P/B, NTA, or whatever we can call it. It's based on models. But for trading leh, all these are bullshit. Got market maker can already.  laugh.gif

Aiya, I spent time again in this thread. Time to go. "Shi Jian Bu Gou Yong Ar!"  cry.gif

Cheers!  icon_rolleyes.gif
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cry.gif

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