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 STOCK MARKET DISCUSSION V150

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phas3r
post Jan 13 2021, 09:08 AM

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QUOTE(Zhik @ Jan 13 2021, 09:02 AM)
Which market is this?
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KLSE
phas3r
post Jan 14 2021, 10:25 AM

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QUOTE(kembayang @ Jan 14 2021, 10:00 AM)
K power really suits its name even after split.
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yes bro biggrin.gif too bad my maybank app showing the wrong average cost lol

how about the warrant entitlement, still confused on it
phas3r
post Jan 14 2021, 03:19 PM

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QUOTE(silverwave @ Jan 14 2021, 10:46 AM)
yes, wonder if still can enter or it is too high already
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enter at your own risk, now quite overbought, but long term they aim to hit 5bil market cap by 2025. (KPower)
recently hit 1.0 bil
i think now they are biding for LSS4 project

past few days or weeks people bought to get the warrant, it will be in end of jan

This post has been edited by phas3r: Jan 14 2021, 03:24 PM
phas3r
post Jan 19 2021, 11:11 AM

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QUOTE(lauwenhan @ Jan 19 2021, 10:48 AM)
Today solar surge is due to this week's President Biden inauguration which would greatly benefit the green energy sector. In the US, companies like Enphase, Sunrun, Sunworks, First Solar already had a run-up of more than 100%.  Also, there are rumours that Samaiden and Cypark will win the LSS4 project. The reason why Samaiden goes up more today is due to the low share float. And also Cypark has higher debt and more dependency on government-linked projects. However, in terms of balance sheet, Cypark has better fundamentals if youre talking about revenue and cash in hand etc. Also Cypark has been in the game for a long long time. It is like the MPi and Unisem of solar. Whereas Samaiden and Solarvest is the Greatec and JFTech of solar
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If kpower didnt get lss4 wonder it will affect any sentiment on it? It has been on viagra power for the last few days
phas3r
post Jan 20 2021, 03:16 PM

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QUOTE(lauwenhan @ Jan 19 2021, 11:17 AM)
Emm I dont wanna get into trouble. I am slightly bearish on Kpower only own like small lots. But Kpower is HUGE in hydropower. They also have side projects for solar but that is more for diversification purposes and to please their shareholders. They have exposure in emerging markets like Nepal, Laos all developing countries. Is it overvalued? Yes. But the growth potential and future valuation might catch up. I dont have a lot of shares because after monitoring it a bit, seems like their director Karim is artificially propping up the share price. Weird direct business transactions. I used to watch this stock every single day. I like Greatec for renewable energy. They seem more legit *on paper* (Not sure if their EV battery is legit or not). Low profile CEO and management. But I am cautiously optimistic because the company still has not announced any additional deals with Lordstown Motor and their connection with First Solar seems forced. Public Bank Research is bullish on Greatec but they are freaking awful at stock picking. Whereas for Kpower, I think every IB is bullish on the company. Coincidence or no?

But I applaud Kpower's management for their boldness and highly ambitious ventures into every renewable energy sector.
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QUOTE(lauwenhan @ Jan 19 2021, 11:27 AM)
If I am not mistaken, one of their most recent project for hydropower plant is projected to generate approx. 22MW?

"The engineering, procurement, construction, commissioning (EPCC) work worth RM192.68mil to complete the 22 MW Mid Hongu Khola-A hydropower project was awarded by Apex Makalu Hydro Power Pvt. Ltd."

Currently the largest hydropower company generates 22500MW (the one in China). So it is relatively small globally speaking. But for a Malaysian company, it is impressive
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thanks bro for yesterday's post, quite informative to me.

yes past few weeks it is a tad overvalued due to bull sentiment on solar etc,

holding for at least a few weeks maybe more
phas3r
post Jan 21 2021, 11:39 AM

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QUOTE(Assassin's @ Jan 20 2021, 11:11 PM)
Me here, still holding Kpower. Currently waiting for the warrants.

BTW, for those holding Kpower, did your platform also messed up the average price after share split? Mine showing the closing price after receiving the split.
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Same here, my platform mess up my avg price too

But im using maybank, actually the web one you can adjust manually your avg buy price

If never adjust, it is showing astronomical loss for me lol
phas3r
post Jan 21 2021, 05:49 PM

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QUOTE(kembayang @ Jan 21 2021, 04:30 PM)
Just check Kpower so red. Miss the time to sell. Now in red zone.
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QUOTE(howyoulikethat @ Jan 21 2021, 04:40 PM)
I pity those who bought above RM2.50 who can't hold long term. The drop is scary, which shows the perils of buying high.  ohmy.gif
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Seems like the usual flushing and people are slowly taking profit for awhile. It dropped to 2.37 for a while before closing 2.5x today

For me still holding, avg at 1.86 so profit reduced from 55% to 35% in two days lol

26 jan is warrant date
phas3r
post Jan 27 2021, 03:30 AM

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QUOTE(Rinth @ Jan 26 2021, 04:48 PM)
fuiyoh Kpower & SCIB fly......but whatever gain almost contra with spx & TG haha
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Enjoying my free kpower warrant, limit up every day lol

Made a mistake with panic sell on monday, reduced a lot of profit. Oh well
phas3r
post Feb 11 2021, 09:24 PM

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sold D&O at 2.66, now 3.20 liao

sold tasco at 3.02, now 5.40 liao

lols

on the other hand i have some FGV bought like 5 years ago, by 16th feb i need to decide to sell it 1.3 or keep it with the chance of it being delisted, if im not mistaken
phas3r
post Feb 15 2021, 04:16 PM

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EPF was selling Inari shares last week, could it be for liquidation of the new i sinar applications?
phas3r
post Feb 15 2021, 04:19 PM

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QUOTE(pinksapphire @ Feb 11 2021, 09:32 PM)
Tell us when you're selling FGV, lol
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yeah i have sold at 1.31, well it was many years ago bought by my dad so just following it (average price is higher lol)



QUOTE(Duckies @ Feb 11 2021, 09:34 PM)
Such is stock market. Hard to gauge what is the best price to TP. TP set too high nanti cannot escape. Set too low then this will happen rclxub.gif
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QUOTE(dickybird @ Feb 11 2021, 10:11 PM)
better to have seller's remorse than buyer's remorse and be stuck with penthouse priced stocks
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true, at least cutting TP short you will not lose money. can never be too sure with the market, see money take money works i guess

QUOTE(lauwenhan @ Feb 12 2021, 12:28 AM)
You have to follow the trend and hold the shares. It’s easy to buy and sell at 20% profit when funds are trying to push it up 10x. Penny stocks it’s hard to profit 10% because funds want to slaughter retailers. But for growth stocks, funds want to collect cheap shares from retailers. TSM reached all time high today. Semiconductor next week will be fantastic. My TSMC long term call is up 300%

2021 - Year of Semiconductor. Regardless of how insignificant  our local semiconductor companies are, we just want to make money
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yeah i will just be invested in anything tech related, inari, d&o would be in my shortlist / portfolio

basically my strategy is swing at so called growth company which is holding of 2~6 weeks time depending. holding power ok but not too long

This post has been edited by phas3r: Feb 15 2021, 04:21 PM
phas3r
post Feb 16 2021, 04:40 PM

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QUOTE(Vanguard 2015 @ Feb 16 2021, 04:36 PM)
Yes, I am still holding Hextar. Now down -2.45% in my portfolio. But I am not too worried. It has both FA and TA for now. I knew it was not a sexy stock that can go up +10% in one day.
Yes, I am trying to go for a quick kill. But since the glove mania is over, I could end up getting killed instead.  sweat.gif
Well, it could be a dead cat bounce or rebound or whatever name they want to call it..as long as I can earn a buck.  smile.gif
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i was crazy about glove last year, but after november portfolio is fully free from glove and not touching any of it biggrin.gif

hope to get discount in the next 1-2 days if got correction or profit taking or mco announcements for my shortlists

This post has been edited by phas3r: Feb 16 2021, 04:41 PM
phas3r
post Feb 18 2021, 10:41 AM

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Luckily i take profit monthly now

Seems like my watchlist from tech are going down still today

Once i can see the support or reversal might collect them
phas3r
post Feb 18 2021, 02:50 PM

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QUOTE(statikinetic @ Feb 18 2021, 01:34 PM)
I like the fact that we are talking about losses. One of the better topics in any investment circle.

My last realized loss was a RM5,300 on a RM50k position on Magni-Tech when it hit my CL instruction. This was just last month. Have since re-entered.
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did you go in magnitech because of its dividends? smile.gif
phas3r
post Feb 18 2021, 04:22 PM

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QUOTE(lauwenhan @ Feb 18 2021, 10:47 AM)
Not only tech, today overall the market is down. Tech suffered the biggest correction today given its 1-month rally. Other sectors also dipped. O&G winner of the day
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Yes, the oil price increase recently should be a signal to go in few days ago already

QUOTE(Vanguard 2015 @ Feb 18 2021, 10:53 AM)
Entered MPI, VSTECS and D&O just now.
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D&O is green now.. looks like im going to miss the boat again
phas3r
post Mar 1 2021, 11:11 AM

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QUOTE(Assassin's @ Mar 1 2021, 09:30 AM)
Im waiting the day for Inari's market cap to surpass Supermax's market cap. Then we can finally have a semicon company in our KLCI 30 for the first time.
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Still in the boat, hoping for the best for inari.
phas3r
post May 10 2021, 06:04 AM

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QUOTE(nauticat99 @ May 7 2021, 05:26 PM)
Tech?. Is inari a good buy or goodbye tongue.gif
KESM got potential or not?
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QUOTE(AVFAN @ May 7 2021, 06:07 PM)
that's why it fell <3.20 today.

this kind of thing happens all the time... should recover over time.

assuming they put the 1bil cash into good use.
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I was holding inari bought at 3.43, went up to 3.7, after months only manage to sold at 3.49 & 3.54 and got some dividends, small profit for such a long holding period

Now with this private placement and worldwide shortage of semicond, and price down 3.20, should i recollect it back for a swing position again... hmm

QR coming up end of the month too, so far QoQ is always up

This post has been edited by phas3r: May 10 2021, 06:15 AM
phas3r
post May 10 2021, 09:20 PM

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QUOTE(Syie9^_^ @ May 10 2021, 12:13 PM)
watching watching whistling.gif
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Your crypto not enough meh

Looks inari heading more holland today
phas3r
post May 10 2021, 09:23 PM

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QUOTE(statikinetic @ May 10 2021, 01:34 PM)
Was watching Inari over the weekend pondering an entry.
After crunching numbers decided to pass.

Really a lull period in the KLSE personally for me, no attractive buy nor sells.
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Waiting for more bottom i guess

But fundamentally, Inari should sound good no? EPF has got some portion there last time at least

Anyhow the only stock i own now is velesto, which decided last week to sunk down the ocean 😂

Was looking at steel too during price up and their stock like melewar hiap tek didnt move yet, end up 20-30% up haihz

This post has been edited by phas3r: May 10 2021, 09:24 PM
phas3r
post Jul 7 2021, 04:03 PM

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QUOTE(Boon3 @ Jul 7 2021, 02:34 PM)
no no nope....... tongue.gif
I do not believe in passive income from the stock market. In fact, I strongly believe that this is something badly taught in our local market.
Okay... TNB... ask ... this 'down cycle'..... why and when did it start?

where did it fall from? eh?
so tell me, how could one guarantee such stuff would not happen again in the future?
now if this is what one calls passive investing, they can have it --- I rather let my money piss off in some rotten fd hell... laugh.gif

whistling.gif
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if you are able to get it at bottom price then it's very good DY, twice a year passive money coming in indefinitely. if you have very large capital the amount is very good to live off also.

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