STOCK MARKET DISCUSSION V150
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 Feb 1 2021, 01:11 PM
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#1581
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Senior Member
2,282 posts Joined: Sep 2019 
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Btw, PANAMY just announced that they are not producing solar panels in MY anymore due to strong pricing competition from China.
https://asia.nikkei.com/Business/Electronic...ells-and-panels Not sure how will this affect the solar counters fundamentally and sentiment wise. Just sharing info for solar counter shareholders |
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Feb 1 2021, 02:47 PM
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#1582
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(Cubalagi @ Feb 1 2021, 01:57 PM) Yup, I've been doing like Ray Dalio n Boa as well. Me too, I am betting on cyclical, waiting for that growth to value rotation until hair white alreadyExited S&P500, reduce bond at lot, reduce China tech.. Increase cyclical. But different view on energy.  QUOTE(skty @ Feb 1 2021, 02:07 PM) https://www.theedgemarkets.com/node/552780 But if you look at IBs TP for gloves this year compared to last year, it is downtrending already, they will continue revise the TP lower next quarter.LMAO. All these IBs macam lalang keep changing opinion.  Either cannot forecast properly, or purposely hide the correct data in their research for god know what purpose. You tikam.  For Supermax, Kenanga: from 12 to 9.05 (4/12/2020 vs 11/01/2021 TP) CIMB: from 13.2 to 11.8 (4/11/2020 vs 30/01/2021 TP) This post has been edited by HereToLearn: Feb 1 2021, 02:50 PM |
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Feb 1 2021, 03:26 PM
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#1583
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(Cubalagi @ Feb 1 2021, 03:15 PM) If u white hair then sounds like u jumped too early.. Got in last week, only to see it plungeBut I see it's already happening, only markets don't move in a nice straight line.. 2 steps forward, 1 step back.. |
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Feb 1 2021, 03:38 PM
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#1584
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(cherroy @ Feb 1 2021, 03:29 PM) The news is about Panasonic Japan, not Panamy, if not mistaken. Correct me if I am wrong. Yeah I think you are right. My bad As far as I know, Panamy never has the solar division manufacturing plant. Panamy is a sub-division of Panasonic parent company, that primary in producing electrical appliances, like air-cond, fans, rice cooker etc. While other parent company Panasonic's other businesses like battery for EV, semi-cond, etc are not related to Panamy.  |
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Feb 1 2021, 07:24 PM
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#1585
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(Cubalagi @ Feb 1 2021, 04:26 PM) Hah.. One week already white hair... 🤣 Hahaha, no. Below my FA entry already, there's no need to cut loss, especially when my entry is super conservative already as I am a cheapskateSo next week if rotation doesn't happen, u cut loss n exit? QUOTE(New Klang @ Feb 1 2021, 04:32 PM) One week white hair. Dont stress. I had once been trapped for months, at that point, I really just treated my red portfolio as numbersAsk those stuck in penthouse for advice for managing stress, you need this skill too. |
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Feb 2 2021, 09:41 AM
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#1586
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(oback82 @ Feb 2 2021, 09:37 AM) Wow...IRIS... Sell on news, gorenged until too high. News out, all run adywhat happen? |
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Feb 2 2021, 02:25 PM
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#1587
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Senior Member
2,282 posts Joined: Sep 2019
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(ii) the Warrants Consideration, which was originally proposed to be RM0.26 per Warrant via the First Announcement, has been revised such that the Warrants Consideration shall now be determined based on the five (5)-day VWAP of the Warrants immediately preceding the price-fixing date for the Warrants Consideration but shall in no event be lower than RM0.26 per Warrant.
BIMB-WA. Thoughts? |
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Feb 2 2021, 02:39 PM
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#1588
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(HereToLearn @ Feb 2 2021, 02:25 PM) (ii) the Warrants Consideration, which was originally proposed to be RM0.26 per Warrant via the First Announcement, has been revised such that the Warrants Consideration shall now be determined based on the five (5)-day VWAP of the Warrants immediately preceding the price-fixing date for the Warrants Consideration but shall in no event be lower than RM0.26 per Warrant. The price is now .27, looks like the downside is very very limitedBIMB-WA. Thoughts? |
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Feb 2 2021, 04:08 PM
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#1589
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Senior Member
2,282 posts Joined: Sep 2019
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BIMB-WA sahaja, downside at .26
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Feb 2 2021, 04:08 PM
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#1590
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(Duckies @ Feb 2 2021, 04:07 PM) Lol but the amount of shares are quite huge..hmm is it a good short squeeze candidate? Well if form a cult like Topglov telegram, anything is possible   |
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Feb 2 2021, 04:10 PM
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#1591
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(Ray85 @ Feb 2 2021, 03:18 PM) How about banking counter? Can we invest it now? Most analysts have upgraded their TPs, 10% higher than their last published TPshttps://klse.i3investor.com/jsp/pt.jsp |
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Feb 2 2021, 04:33 PM
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#1592
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(nauticat99 @ Feb 2 2021, 04:23 PM) No RSS on the big 4. PBB seems to be the fav now, nearly 2.8M , MBB 455,200. So analysts are giving higher TP so they can sell.... They will revise gloves' TP down further next quarter, you wont be wanting to buy next quarter at current price... |
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Feb 2 2021, 04:52 PM
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#1593
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(HereToLearn @ Feb 2 2021, 02:25 PM) (ii) the Warrants Consideration, which was originally proposed to be RM0.26 per Warrant via the First Announcement, has been revised such that the Warrants Consideration shall now be determined based on the five (5)-day VWAP of the Warrants immediately preceding the price-fixing date for the Warrants Consideration but shall in no event be lower than RM0.26 per Warrant. Anyone got this? When I shared it was .265, which caps your risks at only 2%BIMB-WA. Thoughts? |
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Feb 2 2021, 05:48 PM
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#1594
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(HereToLearn @ Feb 2 2021, 02:25 PM) (ii)Â Â Â Â the Warrants Consideration, which was originally proposed to be RM0.26 per Warrant via the First Announcement, has been revised such that the Warrants Consideration shall now be determined based on the five (5)-day VWAP of the Warrants immediately preceding the price-fixing date for the Warrants Consideration but shall in no event be lower than RM0.26 per Warrant. BTW, it might be worth it to buy the dip if any tomorrow, BIMB-WA. Thoughts? - your downside is capped at .26 (shall in no event be lower than RM0.26 per Warrant) - with unlimited upside (based on the five (5)-day VWAP of the Warrants immediately preceding the price-fixing date) This post has been edited by HereToLearn: Feb 2 2021, 05:49 PM |
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Feb 2 2021, 07:04 PM
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#1595
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Senior Member
2,282 posts Joined: Sep 2019
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 Saw it on Facebook, not sure how credible is this source Did Malaysian retailers just outplay foreign fund? LOL Retailers = Net seller for Topglov, foreign fund = net buyers. Nice one. Pass the tickets to them lol, bring more foreign money back into Malaysia This post has been edited by HereToLearn: Feb 2 2021, 07:04 PM |
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Feb 2 2021, 10:34 PM
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#1596
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(AVFAN @ Feb 2 2021, 10:26 PM) that is a most interesting piece of data for jan 29. Tbh, although I did not take part in this cult trading, I am happy as long as you guys can earn it from the foreigners, not killing retailers LOL. Just pass the tickets to them and bring money back into our country.i think they r correct... at least the gross nos. tally with this: https://www.pickastock.info/MarketParticipation what is striking is this: .. jan 29, some shortie shorted 2.5mil TG shares for rm16.7mil - avg price 6.63. .. from that data u posted, some FF bought rm340mil or estimated 51 mil shares. .. jan 29, total TG vol was 162mil shares, gained 53sen for the day. .. from above, shortie vol was 4.9% while FF buying vol 31% of total. .. jan 29, shortie did NOT short any harta. .. jan 29, FF bought rm61.3 or 36% of the day's vol, gain >60sen. today's events probably much the same as jan 29, i wud think. it's looking to me like that the shortie(s) have been cornered - by some other FF; while local funds and retailers (so much for bursabets/telegram hot air) dumped TG, harta too. and who is this shortie(s)... did some digging... we know one of them borrowed from EPF and is a foreign IB. there are only 3 foreign IBs (JPM, CS, UBS) approved for SBL shorting, 8 more are local. today, harta was still being shorted but no the other 3. later tonight, will check the net short position to see if the shortie did any buy back on jan 29 - i doubt it as they were still shorting. a great story is developing!  maybe a diff FF has a better "evil" plan!!  If they are shorting, F them hard lol. Also, beware of KYY, especially for supermax and topglov. He definitely has a lot to dispose. |
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Feb 2 2021, 11:35 PM
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#1597
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Senior Member
2,282 posts Joined: Sep 2019
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For Bstead shareholders,
LTAT called off BStead privatisation, good luck Just for sharing info, not buy/sell call |
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Feb 3 2021, 09:33 AM
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#1598
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Senior Member
2,282 posts Joined: Sep 2019
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Monitor BIMB-WA, if break above .3, chase!
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Feb 3 2021, 09:39 AM
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#1599
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(HereToLearn @ Feb 2 2021, 02:25 PM) (ii)Â Â Â Â the Warrants Consideration, which was originally proposed to be RM0.26 per Warrant via the First Announcement, has been revised such that the Warrants Consideration shall now be determined based on the five (5)-day VWAP of the Warrants immediately preceding the price-fixing date for the Warrants Consideration but shall in no event be lower than RM0.26 per Warrant. Damn, I hope u guys got it yesterday when I shared this blank cheque offered by BIMBBIMB-WA. Thoughts? QUOTE(AVFAN @ Feb 3 2021, 09:37 AM) FFs continued to buy yesterday while local institutions going chicken! Maybe I-sinar?  This post has been edited by HereToLearn: Feb 3 2021, 09:40 AM |
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Feb 3 2021, 11:29 AM
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#1600
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Senior Member
2,282 posts Joined: Sep 2019
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QUOTE(silverwave @ Feb 3 2021, 11:25 AM) seems like the recovery theme is back today Wait for confirmation candle 2mr? If go in today, fake breakout again, then silverwave liked this post
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