For me, I like Dialog's business model whereby they focus on building assets and tank storage (midstream) which proved to be resilient even during this pandemic times.. Only EPCC (downstream) is affected, whilst their business are not affected by the fluctuations of crude oil price & risks are well managed. 

As for growth catalysts, I believe there is a major shortage of petrochemicals to serve the South east Asia population.
(current commercial storage capacity of ~14 mil meter cube to cater for 3 bil population base)

In contrast to developed countries eg. Netherlands @ Rotterdam Port which is one of the largest petrochemical center of the world with independent storage capacity of ~30 mil meter cube to cater for 400mil population base - European counterpart

One can look into the Pengerang Deepwater Terminals & future phases in Johor.. not to mention, the geographically blessed location of Pengerang site

Malaysia’s total trade expands by 48.7% y-o-y to RM170.9b in May 2021 — DOSM

Mohd Uzir also highlighted the expansion in exports was mainly driven by electrical and electronic products (RM8.1 billion), rubber products (RM3.6 billion) and Petroleum products (RM3 billion), among others.
https://www.theedgemarkets.com/article/mala...-%E2%80%94-dosm

I bought some Dialog.. but, expect more red days in coming months due to prolonged FMCO & political instability.
Fortunately, majority of my investment are in USA .. not Bursa. 

nope, bought mainly for capital gains haha..
do you invest in US markets too ?
My holdings & returns in US has been wonderful.. (Palantir, Stoneco, Baba)

foreign selling

Market Participants
Date Net (Bought - Sold)
Foreign Local Inst. Local Ret.Total
30 Jun - - - 795.21m
29 Jun (56m) (44m) 100m 2.63b
28 Jun (127m) 24m 103m 2.41b
25 Jun (1m) (121m) 122m 2.56b
24 Jun (80m) (28m) 108m 3.03b
23 Jun (62m) (86m) 147m 2.78b
22 Jun (142m) 61m 81m 3.08b
21 Jun (185m) 63m 122m 2.80b
https://www.pickastock.info/MarketParticipation

could be a cover up for a more serious underlying illness

Could be the start of something. An excuse to step down due to health reason.

If Moo resigns how will market react?

1. If as per rumour H2O takes over.
2. Agong does a parliament vote and winner becomes PM (most likely Anwar).
3. Agong dissolves parliament, gets a caretaker PM (anyone but Moo or Azmin) until can have election. (unlikely to have election ASAP).

I think the market will react positively either 3 scenarios happen. Market has lost confidence in Moo and PN I think. Thoughts?

https://www.freemalaysiatoday.com/category/...p-on-the-cards/

Hello. Apologies for late reply as I no longer track this thread. Saw notification of your tagging and came to see what is it about.

First and foremost, I am not sifu. Not qualified to be one.

Good to know that you have learnt a lot from my posts. I hope you have taken actions as well because knowledge is useless, applied knowledge is powerful.

Regarding your question about CA turning point, I have done my part and warned enough about 2H2021.

Below is my view, same view and I am always wrong:

In 2H2021, whoever that invest based on fundamental and have the buy and hold mentality will feel the same experience as the recent price decline of SERBADK. Warren Buffett is no exception to that as well. He knows that and he is holding tons of cash that can double his net worth when the blood is shed. Retailers do not have those kind of cash reserves, so be careful of your capital. 4Q2022 will be the time for value investing to shine again. I am excited to see what WB will do in 4Q2022.

Pay attention to what the rich and wealthy society is doing. This time round, divorce has been used as the smoke bomb to preserve wealth. Their net worth will double up again when the crisis is over.

Pay attention to how the repo market is doing. Things are getting real bad with bunch of PHD working in the government trying to outsmart the free market. No one can fight against the free market, not even US government.

Pay attention to the rate of China's disposing the US bonds. I hope they know what to do, and do it fast. If not they are going to be hurt real bad. Bonds are the trigger for all upcoming dooms.

I have been mentioning there will be a melt-up. I believe it has started. With that believe, I have entered to participate in the anticipated melt-up. Those whom God wishes to destroy, he first makes mad. I will enter into shorting mindset after the melt-up.

Those are my 2 cents. Wish you good luck in all your doings and stay safe.

Signing off from this thread. Peace.

bursa macam going to break 1500 lol.

Sitting at home does makes someone feel itch to touch2 abit of stock market

Damn, Bursa it's like middle of nowhere now

I think the only way for now is downwards. That's the reason why I'm keeping my war chest for now. Most probably the war chest will be reserved for foreign market. I'm still hopeful of Malaysia market but not at the current state. He's leaving or not, damaged is done.

Mi Tech hit 3.7 yesterday. Nice profit for those bought at 3.1.

I will still hold commodities for the time being. Waiting for few factors to clear: PM status, change or wait recovery? Lifting of state of emergency n resumption of parliament

https://www.malaysiakini.com/news/581911.. why glove so bad luck this year now even MITI say they not allowed to operate..

I've been observing RSS on glove stocks for the past few weeks

for today, before the number of cases was announced short position on spmx was at 1,100,000+
right after then when it was increased to 1,804,500

TG - 7,400
Harta 24,300
Kossan - 49,300

been trying very hard to push spmx down. EPF have been buying whenever there is high RSS. Nothing for now recently

maybe today rss is quite high (almost double than that of yesterday close to 1mill) due to technical rebound from oversold position

Read that AG, MPs n politicians at PM’s house. Gov collapsing soon? Bursa gonna fall until friday?

today is too late to sell, should have sold when the downtrend started.

today is shopping time.

yes yes hahaha i bought some d&o at 4.78, enough for fish head curry and boba tea today.