I tikam at -14%, didnt think much.

A bit oversold for a good stock that appreciated 100% in a year unlike the other tech counters that got more appreciation.

Put a disclaimer lah

Jokes are allowed

Isn't it a shame that we have become so PC that even jokes may become cause for concern?

What is PC ah?

many more penthouses created.

think quite a lot of tech counters already lost 40% or so from peak.

yes, u have said that a couple of times.

"sell in may and go away"... looks like it has been brought forward to march!

KGB Holders, CL or Hold?

yes I alert many time but I think you misunderstood.

I am trying to say May will have a melt-up but it will be very volatile and short period (maybe 1-2 months).

I will exit my short position before May.

I am looking at DJI 34000 (very conservative figure) after May.

After that in 2H2021, if those greedy still playing tikam according to trend, they might get stuck for who know, maybe 10 years?

Can rest few months then get active again

Already park my money in commodity 😉

ok, i try 1.89, see whether can get nasi lemak or not.

TG's good today, i feel lucky.

Can you please tell me what is M stock? 🙏🙏

Inb4 average up sqqq

Have u closed your position?

Monday will be glove day. Mark my word

TG got 15b cash? How?

..... 70% dividend distributions policy , buybacks and also mostly US treasuries and bond holdings in their money market instrument.

With latest bond sell off, it will be interesting to see how topglove qr fair, negative returns on buyback, capital impairment on mark to market investable securities. Not this latest one but the next next QR, which is the march - june financial period.

Impossible.
TG already committed to 50+20% dividend.
Even if they get 3b x 4QR only 12b. Then dividend 70% left 4b++. Still nowhere near your 15b target.

The boss ownself said one. When they ask him what is contain in the investment securities portion he say they put the cash in money market fund.

For corporation a money market fund would mean investing in a short term liquid-able etf that give better return overall than just putting the cash lying around or put in short term fd.

But the thing is bond is pretty trash now, thats why buffett also say this is his newsletter. His insurance company and other insurer differ is most insurance co. need to put their majority client money in money market fund while his insurance arm no need.

Money market are short term liquidable short term securities ie FD, short term government securities

Bond is different class from money markets as bond has yield and tenure hence it is different from even from fixed income

Morning folks. Since a few forumers here are in KGB, I'd like to hear your reasons on whether you cut or hold? 

My reasons for KGB are as follows:
1. Assuming chip shortage is real, (rumours that TSMC has surplus capacity) semicon factories need KGB's service. New suzhou factory might handle more contracts in China, amidst Made in China 2025 policy & chip self-reliance.
2. Next financial year would probably be much better, due to low base in 2020.
3. Cash from operations increased to ATH.
4. Dry ice business improving.
5. Proxy to tech sector. (its business is engineering)
6. Track record of profitability & dividends.

My mistakes:
1. Given 50ma>200MA, buying the dip might be good, riding the uptrend.
2. With research reports written, & Aberdeen's entry, I figured that fundmanagers accumulated some shares, reducing liquidity. But I overlooked that Aberdeen previously FIFO in Aeon, resulting in volatile prices.
3. Share price rising too quickly since Dec, correction imminent.

Averaging down if KGB falls further. Holding to 2 years.

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