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 STOCK MARKET DISCUSSION V150

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LoTek
post Jun 30 2021, 01:41 PM

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QUOTE(icemanfx @ Jun 30 2021, 12:42 PM)
Prime Minister hospitalised after bout with diarrhoea
https://m.malaysiakini.com/news/581068

Any speculation?
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diarrhoea is a symptom of the cancer he suffered in the past. my relative had it. jitters anyone?
LoTek
post Jun 30 2021, 05:21 PM

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QUOTE(statikinetic @ Jun 30 2021, 04:45 PM)
With the spate of suicides in the news, it seems like Bursa is also taking a fall of a ledge.
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in my area, someone hung himself from the overhead bridge. more like a statement than a suicide.
LoTek
post Jul 4 2021, 11:54 AM

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QUOTE(squarepilot @ Jul 4 2021, 11:06 AM)
there will be a point that even raising interest rate will not stop inflation if US fed keep printing money
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My opinion, if you can't beat them, join them.
LoTek
post Jul 13 2021, 09:47 PM

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QUOTE(ChAOoz @ Jul 13 2021, 09:35 PM)
Still down considerably alot. Im down close to 10%+ on my overall china portfolio. That is after quite alot of averaging down.

Should be negative 30%+ if i dont average down from my initial buy in. But positive days is always good and hopeful.
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Ouch that's painful. You must have bought a fair amount near the peak? Lots of Baba?
LoTek
post Jul 16 2021, 11:47 AM

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QUOTE(icemanfx @ Jul 16 2021, 11:45 AM)
This was said in q4/20. mean local analysts are mostly spoon fed and have narrow scope.
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stopped listening to analysts and fund managers etc long ago. their comments are always after-the-fact. finding excuses and explanations for stuff that already happened.
LoTek
post Jul 16 2021, 11:52 AM

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QUOTE(icemanfx @ Jul 16 2021, 11:50 AM)
Only after the tide turned will reveal who is swimming naked.
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Very healthy
LoTek
post Jul 26 2021, 10:25 PM

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QUOTE(joeblow @ Jul 26 2021, 09:35 PM)
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.
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buy the hk listed shares is "safer". mainland money flows there faster too.
LoTek
post Jul 27 2021, 10:52 PM

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QUOTE(ChAOoz @ Jul 27 2021, 07:21 PM)
Ccp need a strong contender to challenge the likes of Apple, google, microsoft, Amazon on a global arena.

Maybe one of my investment will be it.
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Ccp pouring money into chipmakers. Might be similar to the story of their car manufacturers. Software giants arguably they are technically already there.
LoTek
post Aug 2 2021, 04:09 PM

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QUOTE(missfarren @ Aug 2 2021, 04:06 PM)
1lot how much now tenaga?
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google
LoTek
post Aug 16 2021, 01:47 PM

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QUOTE(Cubalagi @ Aug 16 2021, 01:21 PM)
Wow.. Fitch expects 0 GDP growth this year, far worse than BNM downward revision of 3-4:% GDP.

https://www.malaymail.com/news/malaysia/202...-gdp-gr/1997991
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Not surprising. BNM has really been floundering through this crisis. Also majority of businesses still operating well during these times (besides ecommerce) are manufacturing and export oriented, which employ far more foreign labour than local.
LoTek
post Aug 19 2021, 01:31 PM

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QUOTE(statikinetic @ Aug 19 2021, 12:31 PM)
Following the local politics, I'm guessing if Ismail gets the post the market will take a hit post the announcement.
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just status quo, im sure it was expected by majority.
LoTek
post Sep 21 2021, 07:07 PM

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QUOTE(ChAOoz @ Sep 21 2021, 06:59 PM)
Like how glove is fated to go down. China economy is fated to go up.

Not if but when.
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Remember stock market is not always reflection of the economy though. Then again, I've also started rebuying china tech this week😬
LoTek
post Oct 4 2021, 10:17 AM

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QUOTE(squarepilot @ Oct 4 2021, 09:05 AM)
i thin safer bet is still IGB-Reit. But it hasn't gone down far. once they found replacement for ex-tenant robbinson then thing will get better

while sunway pyramid looks very good, velocity try to gain traction (jinxed by my town), their other sibling like sunway putra and hotel still got hit very badly even before covid

pavilion reit has damen and intermark 2 big elephant
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I collected some KIP reit over last few months
LoTek
post Nov 4 2021, 08:47 AM

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QUOTE(PowerOfZero @ Nov 4 2021, 08:21 AM)
I got a different view.  Depends on your investment strategy and time horizon. If you invest for period of 1 or 2 years and sell then it is not a good one. The example u take is during pandemic period which of course most stocks are impacted more so tenaga with government disturb. For longer period investment when we return to norm the price will price in to 12-13 RM which already gain 30%! Also investing for capital gains there are better stock out there than tenaga. But dividend wise tenaga is giving a good one at current price which not many stocks can give. Can use it as diversification.

Agree right?
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Why (must) tenaga return to 12-13 though, and when. Seems like most of the other blue chips have already recovered.
LoTek
post Nov 29 2021, 09:36 AM

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QUOTE(ChAOoz @ Nov 29 2021, 09:32 AM)
Sometime market is super straight forward.

New variant all down and healthcare go up. After few week then reverse again, then another batch got trapped.
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Look at the bright side, some blue chips are actually reasonable now.
LoTek
post Jan 18 2022, 10:17 AM

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QUOTE(MasterConfucion @ Jan 18 2022, 10:10 AM)
How interest rate hike will affect REIT? If interest go up then get more money right?
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Cost of servicing interest up and opportunity cost of reits vs fixed income instruments will not look so attractive
LoTek
post Jun 17 2022, 12:19 PM

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when fear and blood is in the water.. its time to buy
LoTek
post Oct 26 2022, 08:16 PM

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QUOTE(Cubalagi @ Oct 26 2022, 08:04 PM)
If the cash is USD that is..
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Still, even RM looks a lot better than many stocks.

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