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 STOCK MARKET DISCUSSION V150

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AVFAN
post Jul 15 2021, 02:49 PM

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QUOTE(greyPJ @ Jul 15 2021, 10:22 AM)
morning green afternoon covid number out kecut balik red.
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using past statistics, that wud be correct.

but always a chance it can hold just for a full day? biggrin.gif

QUOTE(Taikor.Taikun @ Jul 15 2021, 12:31 PM)
Down 4 days up 1 day

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i hope can do 2 la... laugh.gif

tech, banks, tenaga, gloves doing good.

waiting for PMetal to bounce! tongue.gif

QUOTE(squarepilot @ Jul 15 2021, 10:44 AM)
I like your sarcasm

I'm getting calls from 3 banks for credit card loans and 1 more for personal loans in the last 24 hours. This shows how desperate banks are nowadays to get customers
I thought banks are supposed to tighten the loans application now?
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i mean... was everyone expecting KLCI to dip below 1500 to buy in?

well, it can still happen, next week, next 2 weeks... since MCO+bad politics are not ending anytime soon.


at this time, i think the banks are actively soliciting biz with those with good credit records.

i m getting them too, but no need, enuf...

This post has been edited by AVFAN: Jul 15 2021, 02:50 PM
AVFAN
post Jul 15 2021, 02:59 PM

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QUOTE(BliitzkrieG @ Jul 15 2021, 02:54 PM)
Most probably is shorties covering their position. They covered a lot for the past few days. Volume is relatively low for TG and Spmx despite the green %
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yes, shud b.

little rss yesterday, except kossan.

so, today, buy kossan! laugh.gif
AVFAN
post Jul 15 2021, 03:10 PM

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QUOTE(BliitzkrieG @ Jul 15 2021, 03:05 PM)
Current RSS

Spmx - 134,500
Kossan - 240,100
TG - 0
Harta  - 0

Haha careful with Kossan. EPF has been SBL to Kossan lately.  So if shorties covering position lately, then TG and SPMX might see green continuously. or maybe drop 1 day, up 3-4 days  biggrin.gif
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kossan never had too much shorts... 1%, then reduced, now 0.9%... hard to say which way it will go... may be good for a quick punt only. biggrin.gif

spmx is the one that got slapped hard recently... all the way up to 2.46% now.

if buyback, it shud rise good, like TG.

anyway, it's been >6 months... shortie need to decide if it wants to keep paying 5% pa interest to play this game... rm3.5bil is quite a sum.

This post has been edited by AVFAN: Jul 15 2021, 03:12 PM
AVFAN
post Jul 15 2021, 03:20 PM

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QUOTE(BliitzkrieG @ Jul 15 2021, 03:15 PM)
Not sure if HC sentiment is slowly coming back again, even if its a short one  drool.gif
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coming kossan QR may reveal some key info, guidance... should b next week or week after.

meanwhile, shud hold any HC counter.

we got delta, gamma, lambda.... next epsilon, zeta... covid is not vanishing so soon.
AVFAN
post Jul 15 2021, 03:40 PM

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QUOTE(wayton @ Jul 15 2021, 03:34 PM)
Guess we need to live with covid with vaccination moving forward.

Many countries across including UK are recording record high number.
But UK is scheduled to open up, case may be high for UK, but death toll indeed flatten with high vaccination rate.

Stock market seems not affected by record high covid cases nowadays.
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it is what the experts been saying - they keep mutating until they survive in us w/o killing us.... takes years.

not like those incl trump who touted it will "go away" within weeks or months.

so, we keep jabbing with new vaccines.. for years.

until the next species comes and we get a new epidemic, start all over again.

becos humans keep poisoning the earth, overpopulation, climatic change, etc.


AVFAN
post Jul 15 2021, 03:46 PM

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QUOTE(BliitzkrieG @ Jul 15 2021, 03:43 PM)
Isnt kossan QR coming qr estimate on end of August? Im not really sure on this.

Yeah true. Singapore has decided to not have covid case recorded. Will just vaccinate and live with it. Same goes to the introduction of saliva test kit. You're just gonna test yourself at home.

Gonna practice SOP and proper hygience for the upcoming years. They admitted and agreed that this never-ending mutation/mutated covid will not go away in at least 5 years.
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the great risk now is with the poor nations... no money to buy test kits, vaccines, poor healthcare, hospitals.

bad politics, bad economy = no jobs, hunger -= riots, looting.

already happening in south africa, cuba, haiti.... south america n africa huge risks...
AVFAN
post Jul 19 2021, 10:54 AM

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QUOTE(Randomization @ Jul 19 2021, 10:37 AM)
How's your China holding?

HSI waterfall again  shakehead.gif
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quite bad...

i sold tech ETF03033 at 8.04 months ago, now 7.36. shakehead.gif
AVFAN
post Jul 19 2021, 11:15 AM

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QUOTE(Seth Ho @ Jul 18 2021, 04:00 PM)
I did learn that Malaysia economy currently large supported by malaysian investor instead of FDI so actually very volatile? how do see this?

Malaysia stock also large affected by NASDAQ and DOW if USA have bubble than will impact hard on Malaysia
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just look at this data.
https://www.pickastock.info/MarketParticipation

says everything about foreign investors confidence in bursa.

while our menteris keep praising themselves.
AVFAN
post Jul 21 2021, 05:28 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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u r definitely not in a good position.

if u can hold for a long time, harta is probably the better/best one.

only thing i can suggest is to wait from coming kossan QR, see what new info/data/guidance.

note RM/USD is now 4.23x, good for exporters in $.

and do watch the global equities... it is bizzare to think all is well given the damage from covid is still ongoing, far from over.

if USA dives, all will follow.
AVFAN
post Jul 27 2021, 07:39 PM

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QUOTE(frank0725 @ Jul 21 2021, 06:03 PM)
Ok, we shall c Kossan. I tot vaccinne is everything d, LOL. But i just curious on whether glove demand is fullfiled by other new competitors in future long term. So MAS 4 big gloves earn lesser
Already half of my fund. ya i know it's on me, so i just ask if u guys are me, what will u guys do?  biggrin.gif
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Kossan QR is out.

looks v good to me. 41.72 sen per share, 12 sen dividend.

apa lagi mau? ASP dropping off the cliff..??

QUOTE
Against this backdrop, KOSSAN has delivered its highest-ever PBT of RM1.40 billion, driven by the higher
average selling price (ASP) and demand for the Group’s glove products
. As we move into the 2nd half of 2021,
with the on-going vaccinations and higher vaccination rates recorded in the developed and developing countries,
Covid-19 cases categorised as severe has declined. As the demand for gloves eases, the ASP will decline on a
gradual basis
. The Group expects the results for the remaining quarters of 2021 to be satisfactory. Post-pandemic,
the demand for gloves will continue to undergo structural growth as a result of increased healthcare standards
and hygiene awareness in both the medical and non-medical sectors.


shitty gomen broke, politicians wanna rape/tax proift making ones, bail losing ones, what can u say?

so... u decide to keep gloves to sell them all. biggrin.gif

https://klse.i3investor.com/servlets/stk/annqtyres/7153.jsp
https://www.bursamalaysia.com/market_inform...?ann_id=3178560
AVFAN
post Jul 27 2021, 09:11 PM

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QUOTE(BliitzkrieG @ Jul 27 2021, 08:04 PM)
thumbup.gif  thumbup.gif
But RSS on Kossan is quite rampant recently ever since EPF SBL

If it wasnt because of Saddiq's statement on windfall tax esp glove yesterday then it would have maintain the momentum for a bit instead of 2 days sell down. This kid needs to do some study.

Guess we got to wait until its finalised at the end of Parliament sitting against like previous round last year.

Hopefully Kossan's good QR can reverse the current sentiment.
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rss shortie still love it... becos the politics is ultra bad... our politicians = clowns now.

overall, situation unstable, zero FF left, MNCs lso wann leave.

LF, they may be saving to bail crony outfits... can already see so many GLCs, federal or state, need tens of billions to be saved.


the malaysian glove story is a sad one... so much profit, yet everybody hates them, wanna rape them, spit on them... for 2 years now.

if i am one of the bosses, better go invest in neighboring countries.... at least no CBP ban, no windfall tax, no illegals problems.

but as a tiny investor, i collect as cheap as i can, collect dividends... let haters be haters, who cares? tongue.gif
AVFAN
post Jul 28 2021, 09:33 AM

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QUOTE(squarepilot @ Jul 27 2021, 10:51 PM)
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
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with the latest QR, kossan's trailing 4 qtrs PE comes to a low of 2.8.

perhaps, in a year's time, if shortie keeps shorting and jittery retailers keep dumping, their cash position will equal market cap.
AVFAN
post Aug 4 2021, 09:40 AM

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QUOTE(BliitzkrieG @ Aug 3 2021, 02:14 PM)
Harta PAT 2.3b.  Dividen 19.75sen per share.

Just when PAT 21Q4 only increase by 100k from 21Q3 there could no longer be any further growth. But this two-fold PAT is insane.

What say you? biggrin.gif rclxms.gif
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i like it, i have confidence - bought more yesterday, follow EPF... others can dump. tongue.gif

another thing... notice shortie has stopped hammering TG but buying back quite a bit; kept hammering supermax - now the most shorted one at 2.4%.

QUOTE(jianwei90 @ Aug 3 2021, 07:18 PM)
is really sad for harta, fundamental doesnt matter more.. harta current price not even 1.5x of pre pandemic price..
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with the shitty politics, even if u make 10bil in a qtr, nobody wants.

the choice now is either to be patient and collect the good profits one or keep in FD.

unless one has decided malusia is already a failed state, bursa will bounce back when a better gomen gets to work, FF now almost zero... will return.

AVFAN
post Aug 4 2021, 10:11 AM

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QUOTE(Taikor.Taikun @ Aug 3 2021, 11:43 PM)
Umno have pulled out of PN, submitted SD to Agong. Klse might down below 1500 again
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be ready - KLCI may dive 50 points if there is any honor left.

QUOTE
Muhyiddin expected to meet King at 11am today (Aug 4)
https://www.thestar.com.my/news/nation/2021...1am-today-aug-4

AVFAN
post Aug 4 2021, 11:26 AM

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QUOTE(Taikor.Taikun @ Aug 4 2021, 11:13 AM)
Now down 13.92

Never ending politics...

Greatech and Mi are doing very good. Many stocks r showing signs of strong rebound but keep stunted by politics. Just have to wait
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heavy nervousness in the air; things can change very quickly today: pm-king meeting, cabinet meeting.

more cabinet resignations expected; opposition horse trading trying to hatch something.

get ready your war chest! biggrin.gif
AVFAN
post Aug 4 2021, 12:18 PM

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Muhyiddin to make special announcement at 12.30pm

This post has been edited by AVFAN: Aug 4 2021, 12:18 PM
AVFAN
post Aug 4 2021, 01:50 PM

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QUOTE(andrekua2 @ Aug 4 2021, 12:30 PM)
Do you still keep your RM9.xx Hartalega?
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that, i think was back in june.

i trade regularly... win some, lose some - gloves, tech...

currently have mix of 7.xx, 6.xx.
AVFAN
post Aug 4 2021, 01:51 PM

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QUOTE(statikinetic @ Aug 4 2021, 12:49 PM)
Status quo until Sep 9 Parliament session.
So pencil in, 9.9 sales.
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maybe he meant sep 2022?! laugh.gif
AVFAN
post Aug 17 2021, 04:25 PM

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QUOTE(Taikor.Taikun @ Aug 17 2021, 04:22 PM)
Wow, today so bullish. What’s the trigger?

Greatech +0.15 to new high. Unbelievable.

Hengyuan +0.22
Press Metal +0.19 AVFAN
Tenaga +0.14

Petron +0.11

thumbup.gif
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yep, happy to see those 2.

and dialog +2.7%. thumbsup.gif
AVFAN
post Aug 17 2021, 04:47 PM

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there is growing optimism that the politics will find some correction - Consensus to stop old conflicts, forge 'new politics'.

yea, for today... tmr they backstab each other again. laugh.gif

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