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 STOCK MARKET DISCUSSION V150

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ZeroSOFInfinity
post Aug 22 2020, 01:11 PM

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QUOTE(HereToLearn @ Aug 22 2020, 12:45 PM)
Safer bet is to get out before moratorium, because retailers' money are largely in gloves. When they start pulling out, very hard to maintain its current price.
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If the price starts to retract by then, will also sell first and see what happens next.
ZeroSOFInfinity
post Aug 22 2020, 01:13 PM

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QUOTE(ry8128 @ Aug 22 2020, 12:48 PM)
So many ppl bullish about gloves now. Make sure dun chicken out when the washing machine arrive again, lol.
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Washing machine will happen either just after the split or QR announcement. So hold on until then.

This post has been edited by ZeroSOFInfinity: Aug 22 2020, 01:14 PM
ZeroSOFInfinity
post Aug 22 2020, 03:45 PM

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QUOTE(B@rt @ Aug 22 2020, 03:37 PM)
What's your reasoning to buy after instead of before?  Just curious...
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Cheaper.
ZeroSOFInfinity
post Aug 22 2020, 07:15 PM

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QUOTE(AVFAN @ Aug 22 2020, 06:48 PM)
yep, next 7 trading days will be most interesting... we can learn a lot about investor-trader-gorenger-bystander behavior.

besides tg and spmx, i am starting to get "aroused" by the heat in the glove supplier counters, particularly luxchem, esceram and hlt.

chemical supplier, glove former maker and line setup specialists can have a bright future - their services may expand internationally if the demand for gloves stay elevated.
ah... for that, no need to wait for split or div.

any time will do... as long as the price dips to yr target price.
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You can support HLT and Escream......
ZeroSOFInfinity
post Aug 22 2020, 08:27 PM

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QUOTE(anakMY @ Aug 22 2020, 07:25 PM)
I’m smelling something brewing 2-3 days before the bonus issue.
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Decaffeinated or full bodied?
ZeroSOFInfinity
post Aug 22 2020, 09:09 PM

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QUOTE(Deathscythe@@ @ Aug 22 2020, 09:00 PM)
Nowadays trend is goreng and run. I didn't see loyal investors wait for the dividend wei. Once started to drop, all run and wait re-entry at a targeted T.P. I just worried it similar to Harta.. I didn't know whether Harta still can hit rm20 or not. Zz
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Wait till the moratorium ends, or when glove "bull run" ends. People will flock back to blue chips with high dividends like bait to fish.
ZeroSOFInfinity
post Aug 22 2020, 10:51 PM

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QUOTE(AVFAN @ Aug 22 2020, 10:01 PM)
i agree.
something covid19+gloves does not come every year or even decade.
u can choose to participate (and potentially benefit) or be a cheerful bystander critic. tongue.gif
the bank moratorium ends in 40 days.
which bluechips with high dividends u have in mind?
which bank, which developer, which plantation, whihc GLC is expected to make huge profits "soon"?!
90% of glove investors and traders will agree with you.
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QUOTE(GarageSalesUser @ Aug 22 2020, 10:06 PM)
which blue chips with high dividends are making as much profit, if not losses, as compared to the health care sectors?
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Those which still pays dividends despite having shit QR.

ZeroSOFInfinity
post Aug 23 2020, 11:50 AM

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QUOTE(AVFAN @ Aug 23 2020, 11:24 AM)
u mean kossan QR expected on mon or tue?

kossan:

last 3 qtrs PATAMI - 64.8, 61, 49.2 mil.

kenanga gave it TP 17.1... expecting this qtr PATAMI between RM96m and RM116m.
https://klse.i3investor.com/servlets/ptres/56106.jsp

this is a bit worrisome:
21-Aug-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 935,620 shares on 17-Aug-2020.
21-Aug-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 353,200 shares on 17-Aug-2020.
21-Aug-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 261,800 shares on 17-Aug-2020.
21-Aug-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 228,800 shares on 17-Aug-2020.
21-Aug-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) acquired 335,000 shares on 17-Aug-2020.
21-Aug-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 639,900 shares on 14-Aug-2020.
21-Aug-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 346,100 shares on 14-Aug-2020.
21-Aug-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) acquired 1,500,000 shares on 14-Aug-2020.
currently rm16.40.

so, we will be watching what will the actual PATAMI be.
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This IS worrying. Meaning EPF is predicting Kossan price will fall after QR is out, and gonna buy on cheap......
ZeroSOFInfinity
post Aug 23 2020, 11:58 AM

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QUOTE(waghyu @ Aug 23 2020, 11:19 AM)
Collapse is good. Can escape debts.
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Other banks say hello. And put even worse rates.
ZeroSOFInfinity
post Aug 23 2020, 11:59 AM

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QUOTE(skty @ Aug 23 2020, 11:57 AM)
not many retailers who bought TG and spmx know what's the next PAT and TP.

so I am hoping Kossan lower than market expectation result will flush out weak holders on TG/spmx.

then I can do some 24 hours flash sales shopping. my this week quota have no chance to use since Tuesday.
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I dont think Kossan results will do that. Those already holding Supermax and TG will hold until after Merdeka before doing so.
ZeroSOFInfinity
post Aug 23 2020, 12:16 PM

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QUOTE(skty @ Aug 23 2020, 12:09 PM)
we will never know but opportunity is only for those who are ready.  biggrin.gif

I will never chase high even though my TP is high because same thing, we will never know what will happen tomorrow.

Value investing emphasize on margin of safety, which I adhere to it strictly.

But many misinterpret it to be below NTA/PB then only got margin of safety. That's why they say burble already burst during last round of dipping.

And due to human behavior nature of fear and greedy, majority will chase high and sell low. Due to greedy when market is rebound or fear when market is correcting. They don't know the value of the company, blindly operating based on price.

This is very obvious when many say after split the price will surge. The bonus issue will never affect the PAT, why TP will surge? I failed to understand from FA point of view but I can understand from human fear and greed point of view.

So when people buy, I sell. When people sell, I buy.  tongue.gif
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Well, if it does happen, I will kindly add in more.....

ZeroSOFInfinity
post Aug 23 2020, 02:51 PM

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QUOTE(AVFAN @ Aug 23 2020, 02:09 PM)
perhaps kossan (and harta) can become good buys then.

becos the bosses now say they have just started to raise prices.

will see what happens in the coming days, weeks...
everyone incl epf are bored...rmco extended, looking like forever...

goreng has become everyone's fav pastime? biggrin.gif
and many QRs coming up next week.

kossan, adventa, scomnet, karex, genting, AA, gdex, opensys....
https://klse.i3investor.com/blogs/HumbledIn..._their_upco.jsp
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Oh... that explains why Adventa and Karek prices were rising.......
ZeroSOFInfinity
post Aug 23 2020, 08:33 PM

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QUOTE(annoymous1234 @ Aug 23 2020, 07:47 PM)
Looks like tomorrow will be red for glove
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QUOTE(triple02 @ Aug 23 2020, 07:57 PM)
Looks like tomorrow will be green for glove rolleyes.gif
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How about both? Red then green?
ZeroSOFInfinity
post Aug 24 2020, 07:24 AM

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Today is not a really good day for gold counters....
ZeroSOFInfinity
post Aug 24 2020, 09:05 AM

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Notion..... what happened?
ZeroSOFInfinity
post Aug 24 2020, 09:17 AM

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Kossan and Harta.... compared with Supermax and TG.... sky and earth.
ZeroSOFInfinity
post Aug 24 2020, 09:30 AM

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Gloves do take their own sweet time to go up today....
ZeroSOFInfinity
post Aug 24 2020, 09:40 AM

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Something doesn't feel right..... sold most of my glove and healthcare shares, to prepare for show....
ZeroSOFInfinity
post Aug 24 2020, 09:44 AM

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QUOTE(B@rt @ Aug 24 2020, 09:43 AM)
fuiyo... based on feeling you sold all your glove and healthcare shares!
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Read.... MOST.

I kept Escream, TG and Supermax. Those 3 have bonus shares and dividends coming.
ZeroSOFInfinity
post Aug 24 2020, 09:54 AM

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QUOTE(ChAOoz @ Aug 24 2020, 09:52 AM)
https://www.nst.com.my/news/nation/2020/08/...-all-malaysians

The talk is on-going. I expect the decision to be made soon.

As most country has already secured the distributions rights for AstraZeneca vaccine.
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Pharma is rising, but DPharma still.... slow. Wonder if awaiting announcement.

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