Good morning folks.

Everyone is waiting for the Budget 2021. Do you know what time is the announcement?

It is supposed to be an expansionary budget. So who will benefit? The construction sector to stimulate the economy? If so, then the stocks to watch out for will be Gamuda and Kerjaya Prospek.

What about healthcare? Back to DPharma again?

I have decided to re-enter Adventa this morning. With that, my stable of 10 glove stocks is complete. This is either going to turn out superbly well or end up as a nightmare by the end of today or Monday morning. Wish me luck guys!

btw wanna ask:
Supermax share dividend is 1 treasury share for every 45 existing shares.

if a shareholder has 4000 shares for example which means they get 88.88 shares as dividend, how do they give this odd number of shares to that shareholder?

'voluntary' donation of 500mil...how is that not considered a 'tax'? Can claim tax rebate from what they contributed? Don't think the chinaman boss happy happy donate 150mil just like that right...

doesn't sound that good to me...ugh...the gov already get billions from Petronas, and still wanna get from glove companies...only for them to waste on their cabinet allowances...

ok sekian my2 cents from a gloves investor/trader/fifo...

I decided to lock in my profits for some of the 2nd liner stocks.

Sold Esceram, HLT, Ruberex, Adventa and AT.

Queuing to sell Luxchem, Superln and Magni.

Still holding other glove stocks and some other counters.

Ruberex down the most..

Idk why I kept investing in ruberex at the wrong time..

Ya I know..

Slow off selling down already. Hopefully some of you managed get at - 1

https://www.theedgemarkets.com/article/arct...be-ready-1q2021

seems like vaccine news more and more convincing. U guys did any top up today? mine didnt get match yet and thinking to cancel the Queue.

I remember in Sept, Harta was the worse hit.. but when sentiment recovered it was also the highest climber.  Dunno if history will repeat itself.

The Big 4 glove stocks have dropped between -9% to -13%.

I am knee deep in it. A good buying opportunity. As usual, I entered too early and too heavily this morning. 

Learn to control our fear and emotion. It is an eternal tussle between fear and greed.

Hope tomorrow no panic sale although i not hold any

AAX -15.38%

I sold Comfort at costs just now.

Looking at my current track record with GenM and RCE Capital, Comfort will rebound +10% tomorrow after I sell it. 

On glove, many including me, underestimate the magnitude of explosive earning due to rise in ASP and still stay elevated until now, hence we have second wave of surge on glove at that time, and analysts keep on changing TP.

I am with you on this.
Those went in early, probably will earn big during recovery, but at the same time, it could be catching falling knife if situation is not favourable.

While go in later, then earn lesser, but less risky as well.

One thing I learned through experience through 1997 AFC, 2000 dotcom bubble, 2008 GFC crisis, is that in every recovery, not every company will recover the same.
Some may troubled by debt problem, which needs massive capital injection, right issue, may dilute the effect of the recovery. Some may lose competitive edge together as well due to change of fundamental and economy shape.
eg.
last time profit 100 mil EPS 10 cents.
after massive right issue 1:1, profit indeed recover 100 mil, EPS 5 cents only.

Since share price is highly correlated to EPS, hence the dilution effect of right issue taking a toll on share price performance.