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STOCK MARKET DISCUSSION V150
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SUSlowya
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Aug 24 2020, 09:24 PM
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QUOTE(ChAOoz @ Aug 24 2020, 12:19 PM) I don't think we will have our own covid19 vaccine la. Mostly just get the rights to fill only as another forumer mentioned. However you will still need existing manufacturing and channel network to do the distribution and logistics work. hence any logistic company can do that, i don't see how these so called "vaccine counters" could be benefited. MOH can order and distribute directly.
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SUSlowya
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Aug 24 2020, 10:15 PM
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QUOTE(ChAOoz @ Aug 24 2020, 09:45 PM) This is pure punting, buying in the hope that the next buyer will buy it off me at a higher price. I cant really answer your question cause i did not study the industry and company indepth. Given current sentiment, It just seemed like a story that people will buy so i go in abit earlier i just want to let guys here know that they don't even have orders yet, and MOH don't even show interest to order yet, if order now they will look bad to rush, just like how what the russia already kena from worldwide. anyway, if they want to jump in the fire, no one will stop them.
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SUSlowya
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Aug 24 2020, 10:48 PM
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QUOTE(PSS2020 @ Aug 24 2020, 10:22 PM) My Korean friend said the Vaccines earliest if could be available, fastest also after 1Q/2021... Perhaps chances Malaysia will buy is from Korea or China.. Cheaper... 😆😆 Russia, no confidence USA, too expensive Btw, Test kits is less complicated also we import, Vaccines so easy to manufacture? u just need 1 disaster vaccine news to send these speculators running naked. like this one https://childrenshealthdefense.org/news/the...ses-it-targets/
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SUSlowya
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Aug 26 2020, 10:34 AM
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QUOTE(Vanguard 2015 @ Aug 26 2020, 09:45 AM) Good morning folks. The glove stocks rebounded today. Adventa, Comfort and Careplus going up. Have to monitor carefully whether there will be a breakout later. But not much volume yet... As expected, no much movement in Kossan. All profits already factored into the price? Harta should be shot dead. Still trending downwards. Suffering losses in Hektar. Time to trim my stocks later. Hektar is reit, or did u mean Hextar?
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SUSlowya
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Aug 26 2020, 08:34 PM
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So KTB went up 300% today, who is the lucky one here?
almost all quarters were losing money, how could this be happening? and i thought max is supposed to be 30% per day
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SUSlowya
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Aug 27 2020, 09:49 AM
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who likes Adventa here?
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SUSlowya
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Aug 27 2020, 03:19 PM
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QUOTE(Duckies @ Aug 27 2020, 01:50 PM) Ruberex is classified as Industrial category, not Healthcare.
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SUSlowya
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Aug 28 2020, 05:04 PM
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QUOTE(ZeroSOFInfinity @ Aug 28 2020, 04:55 PM) WTF. KLSE dropped 29.57 points........ last minute......... F&N lost about 2.2.... in an instant. similar closing observed in Hapseng, PPB, PCHEM,digi, HLbank, Axiata, Dialog, Tenaga, Petgas, RHBBank, CIMB, HLFG, Harta, Maybank, PbbBank. looks like FBMKLCI fund exiting on no further rate cut news?
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SUSlowya
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Sep 1 2020, 07:52 AM
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QUOTE(XweienX @ Aug 31 2020, 05:16 PM) About the genting discussion. As a holder of Genting shares since 2017 (entry price RM8.99), I can proudly say I have sold all of them at >50% loss. I can tell you right now it is a lost cause and if they somehow do survive and thrive, I doubt they will ever go back to 2017 prices, let alone 2011 ATHs. the gov's lockdown has "reinvented" our tourism related businesses (Genting, GENM, AAX, Airasia, and what else?) to the extend that a large percentage of people are conditioned to become travel-adverse, the general mindset shift is more potent than the actual lockdown and have more long term serious consequences. Next, we have to ask what is the downstream businesses that will be affected when tourism in ICU, which likely so since the lockdown policies continues till end of the year.
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SUSlowya
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Sep 1 2020, 03:23 PM
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HSI-C9V
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SUSlowya
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Sep 2 2020, 12:51 PM
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QUOTE(Vanguard 2015 @ Sep 2 2020, 11:21 AM) The current divided yield. BAT is 9.6%. HEIM is 5.2%. Carlsberg is 3.3%. Some forumers here say that we should not be too focused on the dividend yield. If the stock continue to trend downwards, even the dividends will not be enough to cover the losses. For e.g. BAT has lost about -48.5% over the past one year. The DY will not be enough to cover the losses. Although valuation wise, the most attractive stock now is BAT. But is the worst over? The problem of illicit cigarettes remain unsolved and BAT is still bleeding. This is not an MCO problem but a black economy problem. have u try UTDPLT ?
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SUSlowya
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Sep 2 2020, 04:08 PM
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QUOTE(Vanguard 2015 @ Sep 2 2020, 04:05 PM) Entered Genting and Kerjaya Prospek just now. purely technical?
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SUSlowya
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Sep 3 2020, 02:03 PM
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QUOTE(mitodna @ Sep 3 2020, 01:53 PM) harta 17.45 comfort 4.72 carepls 5.13 it's not the best thing to do buying a bunch of highly correlated stocks to build your portfolio. If you know how to pick the best_growth/cheapest glove stock, you would not have bought so many glove counters.
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SUSlowya
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Sep 4 2020, 05:44 PM
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There are 12 category stocks in Bursa, but most choose to talk about only 1 category i.e. Healthcare, and didn't felt bored bird watching every single day here.
there are many great stocks in other 11 categories, start looking and don't make this thread boring talking about same thing everyday.
This post has been edited by lowya: Sep 4 2020, 05:48 PM
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SUSlowya
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Sep 4 2020, 05:55 PM
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QUOTE(skty @ Sep 4 2020, 05:52 PM) other stock need to wait, not many here willing to wait.  i know a few things don't need to wait too long, try roulette for starter. Unfortunately, trading/investing is not one of them. Anyway, just encouraging someone who can come up with something more interesting that what has been regurgitated endlessly on a daily basis, if they are not bored, it's about time to tell them it's really boring reading those lines.
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SUSlowya
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Sep 4 2020, 06:18 PM
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QUOTE(Bendan520 @ Sep 4 2020, 06:09 PM) For starters, what tech and semiconductor stocks worth going in? MI UWC too high now or good time for entry? u need to first answer: 1. is revenue up? 2. is eps up? 3. is net/operating profit up? 4. is margin up? 5. is undervalued? if all yes, then the answer is a yes. that's my simple stock investing strategy for ya. TA is for only for risk management (position sizing) based on stop loss, SL is a place that based on price action that it will never be breached based on good FA. those who perceive whatever pattern like double top will later end up conclude it's a flag/pennant as it finish painted (If FA strong), no point wasting time on TA if FA weak.
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SUSlowya
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Sep 5 2020, 01:15 AM
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QUOTE(foofoosasa @ Sep 4 2020, 06:55 PM) Was talking about plantation, but nobody bother to know. Most are too focus on healthcare, glove and some unknown tech stock. What can do, most of the money concentrate on the mentioned sector. i have always wanted to ask about plantation, between SOP and SWKPLNT, how do you decide which one to go for?
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SUSlowya
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Sep 5 2020, 08:08 AM
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QUOTE(foofoosasa @ Sep 5 2020, 07:48 AM) If really want choose one, I would choose SOP. From financial result it seems better margin and better managed. Both also sarawak gov are the major shareholder which is inevitable in sarawak. SOP is linked to shinyang group Whle SWKPLNT is related to TA ANN. Two also pure upstream player. from last quarter itself, margin for SOP 6% (38,342,000/626,060,000) while SWKPLNT 20% (19,392,000/97,422,000), or did you read the margin from annual instead?
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SUSlowya
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Sep 5 2020, 12:50 PM
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many reinfections cases already reported, it means vaccine (even if available) will be useless to prevent infections. Your best chance is still healthy diet.
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SUSlowya
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Sep 7 2020, 09:48 AM
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QUOTE(theberry @ Sep 7 2020, 09:36 AM) Sangkala stock can up so much compared to good fundamental stock this only happens when retailers money exceed foreign/institution. but over a long period of time, such vol chasing retailers will almost certainly lose in the long run.
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