Just to clarify la, I’m only trying to convey the message that the current tech rally reminds me of what we saw back in April/May 2020 in the glove sector. I’m a glove holder myself..

At the end of the day, it’s not decent to wish evil upon other people’s investment outcome.

All of us are out here just to earn a dime for living...aih..

This tech rally will be crazier than glove you all will see. This one will be sustainable no worry about freaking semiconductor oversupply unless we stop buying computers and smartphones  every 4 years

We makin' money in steel and tech 2021. Fuck the market crash bears

The banks, the sharks know it. This will be the next dotcom bubble. And they will for sure TAKE ADVANTAGE of the number of retail investors right now in Malaysia. They will pump things crazier than what we saw in August

When pe ratio is no longer justified.

Tax and death are only certainty in life.
As long as more fresh money is pouring in.
You are heavily vested in tech.

My last computer was 10 years ago. Laptop even longer.

The 10 year priced in rally. We are the NOW generation.

I want my food delivered NOW
I want my Amazon Prime NOW
I want my 10 years stock return NOW.

   

I just noticed FOCUS POINT HOLDINGS BHD has been quietly going up while nobody's looking

Prescription glasses business so good ah?

Be mindful of your thoughts,  they will betray you.

My Unisem is up 40% JHM 20% Greatec still 70% MPI 50% not selling



Stage 2 FOMO is here

Keep holding

still havent release. refreshed the BNM website few times d

my mortgage forever won't change   got bank shares only haha

OPR maintained.

MAINTAIN!

https://www.bnm.gov.my/-/monetary-policy-statement-8

As expected.

if OPR maintain, what is the impact to the market?

yeah didn't expect the whole world to crash and burn when i signed up for the loan 2 years back

the only advantage now is the 100% loan coverage

it is casino de bursa.

5 days in a row... no FF, LF continued selling, only retailers sucking it up.

plus all kinds of shorts.

tech or banks or healthcare, same - looking grim.

MCO + emergency is taking effect.

no need to rush to buy tnb first.. it should be able to drop at least 10 to 20 cents more now that RM 10 has been broken..

klci needs to hold this index around 1595+

dont wanna go thru another dip into the 1400s

I think the targetted repayment assistance might be too small a pool to explain the large retail inflow.
My two cents is that there are way more retail participants this time around and the inflows are actually tied to their life savings.

This is a double edge sword. If it can tide the current downturn, it acts as a convenient buffer.
In a crash, people lose their jobs but no longer have the usual savings to fall back on as that has evaporated in the stock market. It is a big distance to fall for the man on the street.

True that bro, as an investor would you rather stay on the side line and try...to time the market or stay invested and ride through the storm? Looking forward to hearing your opinion on this

Fellow glove holders let’s sit tight, fasten your belt and ride the roller roaster of Bursa de Casino yo! You’ve been through this, you can surely go through it again

Ya sis, I DCA every month regularly across the counters I invest in.

To me, I can’t predict how the market will behave tomorrow, next week or next year. But I’m sure he market will always be up over the course of say.. 10 years?

Staying on the sideline doesn’t suit my investment philosophy too as I am not confident I’ll be able to jump back in at the most botttom. It’s more like a process of “collecting” shares if you will, during a bear market.

Looks like TG will break Rm6 and SM will be soon too, like in early Jan.

Reit is always a fixed income instrument, not for gorenging.

Reit share price is tightly correlated to its yield.

Normally, Reit share price always stay or move according to its yield that is 100bps~300bps MGS or FD rate.
So dividend and interest rate level are two major factors. 

Reit has many sub-sector, current performing sector is Data centre reit, next is industrial/logistics, as those properties are in high demand and providing stable income.

Steel

What's up about steel?

No pure data centre reit in Malaysia.
But Axreit has one data centre property under its portfolio.