STOCK MARKET DISCUSSION V150
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 Apr 8 2020, 12:37 PM
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#41
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Senior Member
3,501 posts Joined: Dec 2007 
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It seemed people is calling this downturn an opportunity of a lifetime. Making so many people rushing in or prepare to start investing the market. MCO with many people bored at home is not helping either.
This is making value harder to find now. |
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Apr 12 2020, 04:14 PM
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#42
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(Bendan520 @ Apr 11 2020, 11:36 PM) What indicators is best used to determine a position before getting into a stock? Usually i use qualitative analysis like business cycle, market trend, consumer preference to filter out potential sector or segment with opportunity yet to realized. From there i use fundamental analysis to see which particular stock to buy in that segment. On highly volatile situation i do look at technical chart as well, but on very basic level. My stock holding period is usually 1 year or longer. |
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Apr 16 2020, 12:45 PM
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#43
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(zstan @ Apr 16 2020, 11:53 AM) Wah asia shares all red, except for Malaysia. What is this sorcery. Negligible foreign fund participation.Bursa is already near dead before covid, honestly not much room to go down anymore. We have been in decline since 2014. |
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Apr 16 2020, 03:10 PM
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#44
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(zstan @ Apr 16 2020, 02:21 PM) What weed are you smoking? KLCI hit its highest levels and we were on our longest bull streak before PH took over in may 2018. You ask why is our index green, so i reply we have been trading sideways for a long time, hence not much room to drop.Are you sure its highest before may 2018 ? I was sure there was a time we were looking at breaching 1.9k level. After that period, the hope for 1.9 is gone. When you say longest bull streak it's cause we din't summon the bull with a 20% drop from peak. But lets not forget it drop 19% from peak during 2015, 1% shy of bear territory during the oil crisis. I think you might have confuse the overall index with construction counter which are performing well prior to PH. But overall index has been disappointing since 2015. |
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Apr 21 2020, 10:03 AM
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#45
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(cherroy @ Apr 21 2020, 09:42 AM) Not related, it is May contract that expiring today. Whoever that got the storage, or the foresight to buy short term storage spaces is going to make a killing.Whoever bought the May contract at 0 and expired, need to do the settlement, means they need to take up the delivery of crude oil. And those crude oil will be sent to your house....  Why it plunged to 0? Because speculator (likely not those refiners or petrochem companies that can take up delivery and store) in the market need get rid the futures contract to avoid taking the delivery. Market little buyer, as everyone storage is full, then just like force selling in the stock market, threw previous bought contract until zero or once become negative... June contract is still above USD20+. Once May contract expired today, you will see the published spot price for WTI will be based on June contract price, which is now USD20 1 month contra for a 50+ usd / barrel difference, but that is assuming the spot rate by June holds up as the futures. |
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Apr 24 2020, 12:36 PM
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#46
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(Vanguard 2015 @ Apr 24 2020, 09:38 AM) Good morning folks. High risk. Business still more or less the same, with higher demand but also come with issues like raw material supply shortage, production constraints etc.Glove stocks are still rising in the morning although the PE ratios are sky high. Anyone feeling brave enough to buy? I entered Comfort yesterday. if anything this is a good chance to sell the counter if you have buy in before the rise. The P/E rise definitely won't reflect the same when QR is out. |
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Apr 28 2020, 09:02 PM
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#47
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(skty @ Apr 28 2020, 05:33 PM) ya suspended. nice. the price will drop further and remain stagnant until 30 June then. Without shortselling, there is no reason for people to push down the price of shares. So how can it drop further and remain stagnant ? Lol |
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Apr 29 2020, 11:59 AM
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#48
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(skty @ Apr 28 2020, 09:14 PM) Lol. Ok ok. Don’t need to believe what I say. No logic and reasoning. Can you explain why banned of idss can supress stock price and cause it to slump further ? |
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Apr 29 2020, 02:42 PM
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#49
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(whyseej00 @ Apr 29 2020, 12:47 PM) Quarterly results mostly down, oil and gas at low prices.... Too much sudden liquidity and no place to go. Easiest is stock.US MARKET PAMPS....KLCI follow suit diu or not diu? No good economic fundamental ? We create our own good news and fire up the optimism Anyway its a cushion all this stimulus, sooner or later we will back to fundamentals also, but at least no panic or fear. |
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Apr 30 2020, 03:25 PM
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#50
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(foofoosasa @ Apr 30 2020, 02:23 PM) Exactly wat i did 2 months back. Malaysia has companies that support big names global 5G companies like broadcom, apple, intel via their global supply chain.But is Tech and 5g theme available in Malaysia counter? The quality and fundamental vs US stock is seriously incomparable These companies their performance track quite closely to these US tech names and one big advantage is they have currency advantage. So it's very advantageous now. |
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May 2 2020, 03:22 AM
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#51
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Senior Member
3,501 posts Joined: Dec 2007
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This monday rally is likely to be a bear trap. Buy with caution.
The intersection between optimism and fact of reality usually dont end well for market, but could be buying opportunity depending on market reaction |
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May 4 2020, 03:48 PM
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#52
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Senior Member
3,501 posts Joined: Dec 2007
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Mah Sing.. oh Mah Sing.
On paper looked good, but i think if you dig the financial report deep enough you will find something. The company keep raising bonds / sukuk but have declining revenues and profits. This is the classic stumbling giant scenario Anyway just my opinion on a quick glance, i din't go read its annual report in detail. |
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May 5 2020, 03:24 PM
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#53
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Senior Member
3,501 posts Joined: Dec 2007
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Positive for capital investment, FDI and high debt load company, but the positive might be overshadow by a weak local and global consumer market.
Negative for banks. Reprieve for property sector. Weaker MYR. |
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May 5 2020, 04:38 PM
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#54
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(zstan @ May 5 2020, 04:24 PM) seems like the opposite happened No idea. Maybe it's all "priced in" ? ringgit gaining across the currencies and bank stocks all green. at least for today.Market like predictability i guess haha. |
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May 7 2020, 10:54 AM
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#55
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Senior Member
3,501 posts Joined: Dec 2007
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For ARBB you see the eps vs diluted eps and judge for yourself.
We must see who holds the majority preffered convertible. If management holds majority of it or their acquaintances then its not worth it for normal investors. When company shares not growing, they received fixed dividend and priority when bankcruptcy. When the share start flying, it will be converted to dilute their eps limiting stock holder their well deserved investing risk. As for PA side, that is just pure speculation on the future price and a hedge if ARBB goes down. Anyway again if management hold high preffered convertible they can effecfively control ARBB main price and gain from trading its CA and PA. |
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May 13 2020, 02:46 PM
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#56
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(wayton @ May 13 2020, 02:33 PM) So many people chasing on gloves stocks. Fundamental dint change much, glove producer all got production constraint even there is alot of demand. Prices might increase i guess but still the price paid is err too high for me.Another bubble in making? But grats for those that have bought it. Good returns |
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May 13 2020, 05:24 PM
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#57
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(Boon3 @ May 13 2020, 03:27 PM) Well... exactly. Hahaha, how many times have we seen this. I guess next round this will be call the pandemic / QE bubble. We got housing bubble, dot-com bubble, SEA currency crisis etc.But then our market, those fella always tend to use BS, half baked theories to drive up a themed play. So for a pandemic, no ask question. No blink eye. Just dive deep deep as early as possible into the glove sector. Sure win. How about the story of LKL? Struggling to make money since listing. Was only 10 sen nia. Lol. Lousy mah. Hospital bed maker. Get this... B4 mco, it had a market cap of less than 50 million. At this moment? Close to a market cap of 290 million. Lol. One hospital bed order worth 2 million and then 6.6 million of PPE. Is it justifiable that the share go from 10 sen to 74 sen today? LOL. But then the masters will tell that Bursa no see fundamentals one.  Whenever i see this kind of "hot story" always remember the famous quote short term market is a voting machine, long term it is a weighing machine |
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May 15 2020, 01:48 PM
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#58
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(lowya @ May 15 2020, 01:22 PM) when you realized that this is a game about reducing risk as much as possible by putting your bet on best probability stock in a bull market, you start to do things differently, it's no longer about greed, fear or hope. It's about consistency and certainly, like running a casino. Margin of safety + diversification. Superior returns is consistent compounding growth, not the yoyo you see in wall street movies and hear from media outlet. |
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May 18 2020, 06:55 PM
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#59
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(Cubalagi @ May 18 2020, 06:01 PM) All the bears in 40-50 pages back are they now bull or still bears? Sell in May go away Boring month for me. Market over valued everywhere, everyone is saying this is a buying opportunity but i beg to differ if you miss the mid march boat. Still optimistic about tech stock, but other than that im waiting for red sea June reporting seasons. |
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May 19 2020, 01:19 PM
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#60
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Senior Member
3,501 posts Joined: Dec 2007
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QUOTE(Vanguard 2015 @ May 19 2020, 09:55 AM) Well this morning all the glove stocks masuk longkang. Supermax now down about -7%. Comfort now down about -7%. They learn nothing from Dayang and JAKS. KYY preach margin investing to its readers. So when it goes down, it may well become a death spiral.Flushing out the contra players? How many more % need to be down before margin call kicks in?  Respect KYY, but i think he got some emotional baggage from his Dayang losses. That's why he go for sub-par glove counters, which has low prices and can buy in big volume. I guess he is trying to re-coup his net worth in a short time. |
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