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STOCK MARKET DISCUSSION V150
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BliitzkrieG
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 Jul 6 2021, 04:44 PM
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QUOTE(AVFAN @ Jul 6 2021, 04:36 PM) yes, i notice too - SPMX is now the prime target at >2.3%. think we r in for a long rss war + a very long covid war!  Yea unlike Serbadk rss, 0.81% was covered the following day to 0.5%  If glove continue to drop then Kossan will be going back to pre-covid price at RM2.70  I've been doing intraday on glove only, anticipating technical rebound once per week aka glove day lol. this covid kept on mutating. we are entering into 3rd year soon lol |
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BliitzkrieG
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Jul 8 2021, 03:53 PM
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wow is the infamous Top Glove RM3.50 being realized soon?
sudden RSS volume of 1,117,600. it was 0 before lunch session
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BliitzkrieG
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Jul 15 2021, 02:54 PM
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QUOTE(wayton @ Jul 15 2021, 02:42 PM) Glove really strong today. Most probably is shorties covering their position. They covered a lot for the past few days. Volume is relatively low for TG and Spmx despite the green % This post has been edited by BliitzkrieG: Jul 15 2021, 02:55 PM |
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BliitzkrieG
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Jul 15 2021, 03:05 PM
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QUOTE(AVFAN @ Jul 15 2021, 02:59 PM) yes, shud b. little rss yesterday, except kossan. so, today, buy kossan! Current RSS Spmx - 134,500 Kossan - 240,100TG - 0 Harta - 0 Haha careful with Kossan. EPF has been SBL for Kossan lately. So if shorties covering position lately, then TG and SPMX might see green continuously. or maybe drop 1 day, up 3-4 days This post has been edited by BliitzkrieG: Jul 15 2021, 03:09 PM |
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BliitzkrieG
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Jul 15 2021, 03:15 PM
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QUOTE(AVFAN @ Jul 15 2021, 03:10 PM) kossan never had too much shorts... 1%, then reduced, now 0.9%... hard to say which way it will go... may be good for a quick punt only. spmx is the one that got slapped hard recently... all the way up to 2.46% now. if buyback, it shud rise good, like TG. anyway, it's been >6 months... shortie need to decide if it wants to keep paying 5% pa interest to play this game... rm3.5bil is quite a sum. Yeah, but never know if they take turn on any of the big 4. Just like targeting Spmx after TG. Well we have to check tmrw's NS position if there is a significant decrease. And today's case skip 12k to go 13215. Just like when it skip 10k to go 11k. Not sure if HC sentiment is slowly coming back again, even if its a short one  This post has been edited by BliitzkrieG: Jul 15 2021, 03:15 PM |
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BliitzkrieG
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Jul 15 2021, 03:43 PM
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QUOTE(AVFAN @ Jul 15 2021, 03:20 PM) coming kossan QR may reveal some key info, guidance... should b next week or week after. meanwhile, shud hold any HC counter. we got delta, gamma, lambda.... next epsilon, zeta... covid is not vanishing so soon. Isnt kossan QR coming qr estimate on end of August? Im not really sure on this. Yeah true. Singapore has decided to not have covid case recorded. Will just vaccinate and live with it. Same goes to the introduction of saliva test kit. You're just gonna test yourself at home. Gonna practice SOP and proper hygience for the upcoming years. They admitted and agreed that this never-ending mutation/mutated covid will not go away in at least 5 years. |
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BliitzkrieG
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Jul 27 2021, 08:04 PM
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QUOTE(AVFAN @ Jul 27 2021, 07:39 PM) Kossan QR is out. looks v good to me. 41.72 sen per share, 12 sen dividend. apa lagi mau? ASP dropping off the cliff..?? shitty gomen broke, politicians wanna rape/tax proift making ones, bail losing ones, what can u say? so... u decide to keep gloves to sell them all. https://klse.i3investor.com/servlets/stk/annqtyres/7153.jsphttps://www.bursamalaysia.com/market_inform...?ann_id=3178560 But RSS on Kossan is quite rampant recently ever since EPF SBL If it wasnt because of Saddiq's statement on windfall tax esp glove yesterday then it would have maintain the momentum for a bit instead of 2 days sell down. This kid needs to do some study. Guess we got to wait until its finalised at the end of Parliament sitting against like previous round last year. Hopefully Kossan's good QR can reverse the current sentiment. This post has been edited by BliitzkrieG: Jul 27 2021, 08:05 PM |
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BliitzkrieG
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Aug 3 2021, 02:14 PM
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QUOTE(AVFAN @ Jul 28 2021, 09:33 AM) with the latest QR, kossan's trailing 4 qtrs PE comes to a low of 2.8. perhaps, in a year's time, if shortie keeps shorting and jittery retailers keep dumping, their cash position will equal market cap. Harta PAT 2.3b. Dividen 19.75sen per share. Just when PAT 21Q4 only increase by 100k from 21Q3 there could no longer be any further growth. But this two-fold PAT is insane. What say you?  This post has been edited by BliitzkrieG: Aug 3 2021, 02:16 PM |
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BliitzkrieG
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Aug 3 2021, 02:38 PM
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QUOTE(squarepilot @ Aug 3 2021, 02:23 PM) You need to factored in the previous quarter was affected due to shortage of logistic and closure of plant The recent financial qtr will be the peak and eventually the revenue and profit will start declining after If I claim loudly saying harta is undervalue, somebody is going to hentam me hard 🤣 Current quarter is affected as well with closure of factories especially during EMCO period. But current PAT is also mainly attributed to increase in ASP which Harta did not raise much in all previous quarters but only to "use" it now. Correct me if I'm wrong. |
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BliitzkrieG
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Sep 10 2021, 02:39 PM
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Wow 6,485,700 unit being shorted for TopGlove today
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