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 STOCK MARKET DISCUSSION V150

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HereToLearn
post Jan 20 2021, 03:23 PM

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QUOTE(ben3003 @ Jan 20 2021, 03:15 PM)
if OPR maintain, what is the impact to the market?
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Less liquidity to the stock market. Less money to bet on risky counters to make them fly higher.

QUOTE(statikinetic @ Jan 20 2021, 03:16 PM)
Fear didn't really work.
Even on the eve and today morning, banks were green.

You still waiting on Maybank?
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I got into ambank instead

QUOTE(zstan @ Jan 20 2021, 03:17 PM)
yeah didn't expect the whole world to crash and burn when i signed up for the loan 2 years back laugh.gif

the only advantage now is the 100% loan coverage
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laugh.gif

HereToLearn
post Jan 20 2021, 03:35 PM

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QUOTE(voyage23 @ Jan 20 2021, 03:32 PM)
No fear of another round of moratorium? I know it wasn't announced but the MCO is very likely to be extended and surely some help is needed? The only reason why I am holding back on banks.
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I think it is already here, targeted repayment assistance for affected people. Less cash flow for banks temporarily (which then reduce the loan growth potential) but more interest?
HereToLearn
post Jan 21 2021, 10:18 AM

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QUOTE(andrekua2 @ Jan 21 2021, 10:12 AM)
Yeap... Noy to mention HPP basically didnt grew at all for the last 3 years... Instead doing trading to increase revenue from 60m to 100m. Profit stay the same.
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When the chef wants to fry, anything can fly
HereToLearn
post Jan 21 2021, 10:21 AM

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Just to update

Today is Day 6 from the 1st not-so-related techs pump.

Last pattern: Operators started dumping on Day 7 from the 1st not-so-related gloves pump.
Could be shorter-lived this time around if people want to get out quicker this time. Or longer-lived, for whatever reason that I cant think of right now
HereToLearn
post Jan 21 2021, 10:23 AM

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QUOTE(HereToLearn @ Jan 21 2021, 10:18 AM)
When the chef wants to fry, anything can fly
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QUOTE(MedElite23 @ Jan 21 2021, 09:41 AM)
Welcome to Bursa de Casino smile.gif

I present to you our newly introduced metric of valuation: the price to dream ratio laugh.gif
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If the price is going up, then it is a good stock - momentum trading

This post has been edited by HereToLearn: Jan 21 2021, 10:23 AM
HereToLearn
post Jan 21 2021, 10:43 AM

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QUOTE(lowya @ Jan 21 2021, 10:32 AM)
Serdadk's RSS+IDSS+IDT=1.088m, does that mean there are so many currently shorting it?

https://www.bursamalaysia.com/sites/5bb54be...IDSS_030418.pdf
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QUOTE(Duckies @ Jan 21 2021, 10:39 AM)
Private placement. Apparently in the EGM of SERBDAK they approved 2 PP...one of it is for the boss Karim hmm.gif
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PP will dilute EPS, please short kaw it. Waiting at below 1.5
HereToLearn
post Jan 21 2021, 10:51 AM

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QUOTE(Duckies @ Jan 21 2021, 10:50 AM)
Eh bro, can explain to me how PP can dilute EPS ya?
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Increases the total number of shares outstanding,

With the same NP of x
Total number of share is now (y + a), where a is the number of additional shares via pp

Hence old EPS = x/y
new EPS = x/(y+a)
HereToLearn
post Jan 21 2021, 11:53 AM

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QUOTE(statikinetic @ Jan 21 2021, 11:42 AM)
Retailers have been net buyers for awhile so let me flip the script.
What if retailers have been pumping money into Bursa, and that is all that's propping up current prices?
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Then the stock market will inevitably crash/correct when the targeted repayment assistance is over if they local institution dont come back to support the prices
HereToLearn
post Jan 21 2021, 04:03 PM

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QUOTE(abcn1n @ Jan 21 2021, 04:01 PM)
Worth to buy Kpower now? Anyone buying it today?
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The previous shareholder all got their free warrants, you buy in now, you get nothing of the perks except helping them to clear their hands whistling.gif

QUOTE(nauticat99 @ Jan 21 2021, 04:02 PM)
Time to take out warchest for glove counters again 😋
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Only 2 percent drop, take a chill pill, dont exhaust your bullets

This post has been edited by HereToLearn: Jan 21 2021, 04:06 PM
HereToLearn
post Jan 22 2021, 09:18 AM

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Info update

Last time it took them 7 days to push the not-so-related gloves to peak and dumped all back in the subsequent 3 days (that was the time when gloves were near their peak)

For tech, today is day 7.
HereToLearn
post Jan 22 2021, 10:14 AM

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QUOTE(SGSuser @ Jan 22 2021, 10:13 AM)
nice time to board in serbadk
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QUOTE(Duckies @ Jan 22 2021, 10:13 AM)
Why so bro?
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Try to buy below PP price. Dont overpay
HereToLearn
post Jan 22 2021, 10:22 AM

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QUOTE(ben3003 @ Jan 22 2021, 10:17 AM)
i saw serba private placement at 1.51, will this imply that the share will not go lower than 1.51?
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No it means that if you pay anything above 1.51, you are paying more for the same pie.

Always try to pay the least amount possible for the same pie rclxm9.gif

Try to aim below 1.5
HereToLearn
post Jan 22 2021, 10:33 AM

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QUOTE(ben3003 @ Jan 22 2021, 10:31 AM)
thanks for the info bro. i remember someone said ytd like MI when they issue new share for acquisition at 3.65, then the share price did not go lower than 3.8, this practice is different from private placement?
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Well, it is all up to you. I just share my views. If you dont mind paying extra for the same pie, by all means go ahead. I am a cheapskate

PP back in may 2020 was 1.49, the new pp anyone knows? attach source please

This post has been edited by HereToLearn: Jan 22 2021, 10:34 AM
HereToLearn
post Jan 22 2021, 10:47 AM

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QUOTE(AVFAN @ Jan 22 2021, 10:46 AM)
as i collect the RSS-net short data,... i just took a look at serba:

as of 9am today, net short is 5.447mil shares or 0.164%.

if wanna do this one, better watch if it will go to >2% like TG  and kossan! biggrin.gif
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I concur, RSS just started. Maybe can drop more, buy below pp to get the best value for your money
HereToLearn
post Jan 22 2021, 10:49 AM

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QUOTE(SGSuser @ Jan 22 2021, 10:47 AM)
unlikely you will get that low

you need to pray day & night
topped up at 1.57 & 1.55 just now
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I am ok with that, I only buy when it is really cheap to limit my risk although I might miss a lot of possible upsides sweat.gif
HereToLearn
post Jan 22 2021, 03:46 PM

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QUOTE(kembayang @ Jan 22 2021, 02:46 PM)
MCLEAN price move is just insane.
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Operators pushing, market cap only 50m before the rise. Anyone with sufficient funding can easily become operators in this counter
HereToLearn
post Jan 24 2021, 09:37 PM

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Take a chill pill guys

Latest update: Denied
https://www.malaymail.com/news/malaysia/202...s-publi/1943593

Worst comes to worst, temporary lockdown for manufacturing sector, and stricter SOP for the sector after their temporary lockdown

Update:
Besides, MCO and darurat combo didnt even make a dent last time

This post has been edited by HereToLearn: Jan 24 2021, 09:49 PM
HereToLearn
post Jan 25 2021, 09:10 AM

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Info update

Last time it took them 7 days to push the not-so-related gloves to peak and dumped all back in the subsequent 3 days (that was the time when gloves were near their peak)

For tech, today is day 8 OR the 1st day of dumping. If things dont look good, can start dumping tech.
HereToLearn
post Jan 25 2021, 09:22 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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I agree, but operators' play style might be similar
HereToLearn
post Jan 25 2021, 11:47 AM

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QUOTE(andrekua2 @ Jan 25 2021, 11:37 AM)
Personally I feel :

1. Harta is overpriced (dont look at the pandemic windfall profits). Feel like the current price is still 60PER if they are back to those 15-20c EPS.
2. Supermax may gain brand recognition from this pandemic which may help in post covid from ever dropping back to those abysmal figure from pre pandemic.
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Cannot go back 15-20c EPS la, current Harta PE is about 24 based on 2023 projected NP, which is not cheap, but at least not as crazy as tech.

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