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 STOCK MARKET DISCUSSION V150

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squarepilot
post Jul 15 2021, 08:03 PM

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tech counter, macam breakout, macam fake breakout. can't really understand he chart

if really breakout i'm gonna bangwall.gif bangwall.gif bangwall.gif
squarepilot
post Jul 16 2021, 11:15 AM

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QUOTE(icemanfx @ Jul 16 2021, 12:05 AM)
t@t@ is vt's private atm; more to pump up shares price.
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nowadays youngster no longer buy 4D.

furthermore, more and more illegal ones pooping up
squarepilot
post Jul 19 2021, 04:07 PM

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I was browsing some website and think this is worth a read for starter
https://myfocusinvesting.com/index.php/2021...ation-stocks-2/

This post has been edited by squarepilot: Jul 19 2021, 04:07 PM
squarepilot
post Jul 19 2021, 04:25 PM

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QUOTE(icemanfx @ Jul 19 2021, 04:23 PM)
Given discussions circulating in china recently, it appears CCP is tightening its grip at U.s listed plc.

Yet another noise, noise, noise and fxxking noise.
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so if this a noise, are you bullish on tech stocks?
squarepilot
post Jul 21 2021, 01:04 PM

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QUOTE(frank0725 @ Jul 21 2021, 12:51 PM)
bro, if u guys holding supermx 11lot with price 7.7 and harta 5 lot price 14.1 , will u guys cut lost?
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Going in for long term or Short term?

Cut supermax and hold harta if long term. But wait for clear signal to sell first la since gloves is on uptrend.

You may also Consult others or refer to ah boon previous post. Andre post is also helpful as he is somewhat related to the industry. Their post is quite helpful to poison guide you.

Some people made million from people that lose million from gloves...

This post has been edited by squarepilot: Jul 21 2021, 01:08 PM
squarepilot
post Jul 22 2021, 12:23 AM

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QUOTE(chromatino_hex @ Jul 21 2021, 09:44 PM)
This is testament to the fact that equities market on KLSE is completely RIGGED. You can't short. Everything you buy gets inversed by your broker (especially low volume stocks). Your only options are overpriced call/put warrants that never move

I've completely given up on investing in KLSE. Now I just farm dividends because you will get taxed for dividend stocks on IBKR. You literally have to monitor your stocks(Bursa) every day which is virtually impossible for average retail investors with a job. Tell me any stock from your portfolio that is still uptrend since 2008 or after PH victory in GE14. Blue chip ETFs for Bursa also die. Growth stocks except Bursa technology all tank on a daily basis. Bursa is truly the riskiest market in Asia. You can potentially lose all your retirement unless you glue your eyes to your portfolio every morning and spend more time on stock research than equity research analysts. Now I get why people like S&P500 funds
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To put it a shorter way, bursa klci counter is always overpriced and will continue to stay overpriced, thanks and no thanks to epf. How long epf can continue to sustain is another issue to deal with. To what limit and how you speculate on it is an art. I'm also getting bored of bursa to be frank. Nothing much interesting lately. The tech stocks is still overpriced and no idea how to see their chart now.
squarepilot
post Jul 23 2021, 05:54 PM

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QUOTE(icemanfx @ Jul 23 2021, 05:05 PM)
Zero posting on trading day. A record!

Guess savvy traders are harvesting profit quietly.
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More to come? I didn't add or TP on my tech counters

Jhm just broke the triangle. I heard this counter kena RSS like crazy. Interesting to watch what happens next



This post has been edited by squarepilot: Jul 23 2021, 05:56 PM
squarepilot
post Jul 24 2021, 01:42 PM

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QUOTE(icemanfx @ Jul 24 2021, 01:15 PM)
This forum activity is a indicator of bursa trading volume. Unless insisted by controlling shareholders, bursa is unlikely will dish out fat dividend in next fy.
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factories closed, no output, no revenue, how to give out dividends?

same to banks. no collection, no revenue, how to give out dividends?
squarepilot
post Jul 25 2021, 12:08 PM

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QUOTE(Boon3 @ Jul 25 2021, 09:16 AM)
I think got other factors to consider too. Such as new ipo listings, RSS, and then CW. (they make from the listings of new cws, right?)....
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call warrant issued less than last year
RSS also slow down
most importantly, market sentiment died down
i have some doubt on that laugh.gif

This post has been edited by squarepilot: Jul 25 2021, 12:08 PM
squarepilot
post Jul 27 2021, 03:09 PM

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QUOTE(icemanfx @ Jul 27 2021, 12:57 PM)
Contemporary history show, ccp will not hesitate to initiate military conflict when domestic discontent threaten ccp monopoly on power.
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now is Cyber/Robotic/Automation war, no more human physical war, you think soldier wanna sacrifice for their country now? for me i don't think so

the future is soldier will just sitting on the cockpit operate remotely for jet fighter

meanwhile. almost rotting already, nothing interest me in KLSE now rolleyes.gif

just monitoring JHM, MI, Inari, and QES but correction is still far away for me to enter (or already missed out when virtox reporter a jump in their QR?)

QUOTE(jay @ Jul 27 2021, 11:48 AM)
BURSA 1818 still downtrend
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What being discussed here is just mere for the sake of discussion. If you buy because you think some one trying to start a syndicate here then laugh.gif

QUOTE(debonairs91 @ Jul 27 2021, 08:42 AM)
TSH buy cut queue now 1.05 very good price
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TSH is suffering from the high windfall tax for foreign company from indonesia. with the output production is not increasing, their margin will be still under compression

This post has been edited by squarepilot: Jul 27 2021, 03:14 PM
squarepilot
post Jul 27 2021, 08:42 PM

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QUOTE(icemanfx @ Jul 27 2021, 07:55 PM)
In current quarter, how many weeks of production is suspended by emco lockdown?
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meanwhile factories located outside KV are operating as usual. comfort, rubberex, careplus etc etc
squarepilot
post Jul 27 2021, 10:51 PM

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QUOTE(Boon3 @ Jul 27 2021, 10:21 PM)
» Click to show Spoiler - click again to hide... «

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I'm interest what's the normalized earnings after the pandemic. even a 1/4 of current profit, which provide a PE ratio of 8 is considers as good rclxm9.gif

growth is gone... now is value play wink.gif
squarepilot
post Jul 27 2021, 10:52 PM

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QUOTE(icemanfx @ Jul 27 2021, 09:21 PM)
How many of glove big 4 factories or production lines are outside emco area, unaffected by lockdown? One could estimate impact on qr.
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the biggest impact will be on harta, kossan and supermax. topglove has factories in china and other states that can mitigate the impact
squarepilot
post Jul 28 2021, 10:45 AM

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QUOTE(Boon3 @ Jul 28 2021, 07:00 AM)
Going from growth to value? That's one great strategy that could make you a glorified bag holder.
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whether it is worth buying at current price if you ask me. This is my answer. No I’m not adding to any position
squarepilot
post Jul 28 2021, 09:16 PM

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QUOTE(Boon3 @ Jul 28 2021, 11:35 AM)
Not adding? Aiyooo.. Kossan also you have?

If you follow the reports, TopG has always been leader in setting higher prices. They are the first to raise prices. As such, the industry sees it the one glove maker that its most sensitive to ASP. Fastest to raise prices, and fastest to decline. It's the market leader.

Whereas, companies like Kossan reacts slowest. Always had been the slowest to raise prices. Just exactly like during the SARS days. Which is why companies like Kossan can still 'hold on' to their ASP prices.. which is why you see the reports, like from Kenanga, they already had expected the earnings to be good for the quarter reported yesterday...
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QUOTE(Boon3 @ Jul 28 2021, 02:47 PM)
... And Kossan is already weakening.......

apparently those numbers are way below expectations....  rolleyes.gif

user posted image
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Of cuz i have rclxm9.gif laugh.gif smile.gif cry.gif

Had it before pre-covid days

They must have a reason to lower the TP right? if they maintain sky high TP sure kena wrecked

Despite all the negativity, i still have faith on Malaysians gloves counter. the gains have been locked on topglove and comfort, now is just to leave the steady ones like kossan and hartalega in my asset portfolio only thumbsup.gif

Any tipsy lately? Globetronics results shows us a glimpse of iphone/apple sales ahead

This post has been edited by squarepilot: Jul 28 2021, 09:21 PM
squarepilot
post Jul 28 2021, 09:18 PM

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QUOTE(Cubalagi @ Jul 27 2021, 11:51 AM)
Haha.. That one was weekend talk. Can sambung on Saturday .. 🤣
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apparently, result is just so-so laugh.gif
squarepilot
post Jul 28 2021, 09:19 PM

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QUOTE(lowya @ Jul 28 2021, 09:30 AM)
anyone?

last q pe
Health Care 5.9
Pharmaceuticals 13.8
PHARMA 2.4
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errr. your calculator rosak?
squarepilot
post Jul 28 2021, 09:30 PM

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QUOTE(lowya @ Jul 28 2021, 09:27 PM)
using last q projected into 4q assuming all projected 4q same eps.

pm me if u like.
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In case you have forgotten, Pharma did bonus issue 4 for every 1 unit few months back. so your calculation is not valid
squarepilot
post Jul 29 2021, 12:55 PM

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QUOTE(Boon3 @ Jul 29 2021, 09:50 AM)
You to understand that simple question... 'who wants to invest/hold any investment which is going to earn a lot less money the following year(S) ? .....'

from that perspective on gloves...  ask yourself...

how much less are they going to earn the following year? Early projections are half...
and the next year? just as poor...

and earnings is projected to decline until pre-covid numbers? (surely that's the big possibility you cannot discount and worst still, this time around... capacity, capacity is so much, much more than ever... which will put a massive pressure on the selling prices)
so given such a prospect, who wants to invest in such a business with such an outlook?
that's the simplest way possible I can ever explain to you....

Harta? I told you to take profit at 10. I told you to take profit at 8.46 even.....

oh well... your money.....yeah... you could say... I'm only having less paper profit.
But that's the worst thing you could ever say....
Paper profits and paper losses are REAL....

oh well... it's your money, anyway...
oh... remind me not to talk to you about gloves.... the horse is already dead... no point in continuing to beat on it....
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It’s okay uncle. Lesson learnt and move on okay? 👍
Did saw the shit coming that’s why I TP on Tg and comfort
Because I couldn’t find a good stock to hold on at that time that’s I was sitting at those
Yeah. Paper losses are real. Got to admit that. But don’t always hentam people. Kasi chan lar

Horse not really dead. Just being downgraded to donkey only. Can jalan also but slower lor
squarepilot
post Jul 29 2021, 12:56 PM

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QUOTE(james.6831 @ Jul 29 2021, 12:52 PM)
political chaos again...holland time for gov linked stocks? lol
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To be frank. Exodus from FF already begun years back. What's left to tank the market is retail, natatiinal trust fund and epf

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