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 STOCK MARKET DISCUSSION V150

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Cubalagi
post Dec 4 2019, 04:35 PM

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QUOTE(~Curious~ @ Dec 4 2019, 03:07 PM)
Can you elaborate on "Tenaga is cash cow but it's a higher beta/more volatile than KLCI."?

Hrmm could these be signs that BAT is slowly unbecoming a cash cow?
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https://www.investopedia.com/investing/beta-know-risk/

KLCI here is the benchmark. A high beta stock will tend to swing more than klci. A low beta stock will tend to swing less than klci.

eg high beta: Tenaga low beta: Maybank


Cubalagi
post Dec 4 2019, 10:32 PM

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QUOTE(~Curious~ @ Dec 4 2019, 08:04 PM)
where do u check d beta-ness of a stock?
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The free one that I know is in the Bursa Mktplc website. They have analyst reports by stocks. For a particular stock, look up for an analysis report called alpha indicator. It is in the last part of the report in the risk chapter. There u can find a beta analysis.


Cubalagi
post Jan 6 2020, 11:39 PM

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QUOTE(Reso1utionS @ Jan 6 2020, 11:27 PM)
Is airasia good to buy? its currently at 1.80 and it was hovering around 2.90-3 for the last 2 years. It crashed the last 3 mths.

Will it rise back? good investment?
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The stock didn't "crash" . The "crash" is not a real crash but a price adjustment made after the big special dividend.

I've no view on AirAsia. There is a saying about investing in airlines and becoming a millionaire .. 😅

This post has been edited by Cubalagi: Jan 6 2020, 11:46 PM
Cubalagi
post Jan 7 2020, 11:34 PM

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QUOTE(~Curious~ @ Jan 7 2020, 11:30 PM)
wad saying?
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If you want to be a millionaire, start with a billion dollars and invest in an airline. I think it's attributed to Richard Branson.
Cubalagi
post Jan 8 2020, 06:42 PM

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QUOTE(~Curious~ @ Jan 8 2020, 04:30 PM)
lol from billion to million...so that kinda means airline business is not that profitable?but its weird,seeing how many ppl go for overseas trips all d time
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As I said, I don't really hv a view on AA. But I think last year they were not making much profits. Is that going to change this year you think?





Cubalagi
post Jan 10 2020, 01:21 AM

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QUOTE(moosset @ Jan 9 2020, 09:03 PM)
If you were heavily invested in Japanese stock market....  cry.gif
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At least in 2019, nikkei did quite well. Up 18%. Much better than KLCI down 6%.

https://www.cnn.com/2019/12/29/investing/as...test/index.html


Cubalagi
post Jan 10 2020, 02:23 PM

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QUOTE(~Curious~ @ Jan 9 2020, 11:05 AM)
hrmm..it might with the opening of Santan haha wad a name..
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Maybe.. Or maybe coz Visit Malaysia Year 2020. I don't know.

Right now I start to eye Property Development stocks..

This post has been edited by Cubalagi: Jan 14 2020, 02:52 PM
Cubalagi
post Jan 16 2020, 01:42 PM

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QUOTE(moosset @ Jan 16 2020, 06:09 AM)
there are US REITs that distribute monthly dividend.
Is there any REITs in MY, SG, HK, JP, UK, EU that also distribute monthly dividend?
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Not that I know of in My and SG.

Just buy 5-6 stocks/Reits with different dividends payment dates and its possible to get monthly payments. But it tends to get more lumpy in 3Q tho.
Cubalagi
post Jan 16 2020, 02:30 PM

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QUOTE(ngaisteve1 @ Jan 16 2020, 01:43 PM)
Bat can buy?
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Wow.. 14.22. So low now.! How the mighty has fallen. It was 60 bucks 5 years ago. Tempting.
Cubalagi
post Jan 16 2020, 02:54 PM

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QUOTE(moosset @ Jan 16 2020, 02:45 PM)
but internationally, BAT has already gone up, no? how come M'sian BAT no up?
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The biggest problem is contraband ciggrattes. More than half of ciggrettes sold in Malaysia are now smuggled, paying no tax to the government but selling as the real deal and making huge bucks.


Cubalagi
post Jan 16 2020, 05:12 PM

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QUOTE(moosset @ Jan 16 2020, 03:24 PM)
eh? The increase in contraband cigarettes due to ...... tax?
sorry. Not very up-to-date about tobacco trades.
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Can read this

https://www.thestar.com.my/business/busines...te-to-avoid-tax

Cubalagi
post Jan 20 2020, 05:48 PM

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QUOTE(ngaisteve1 @ Jan 20 2020, 01:44 PM)
Now lagi low lol rm12
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Free fall.. Latest HLIB report says 65% of ciggies sold in 3Q19 in this country were smuggled. Crazy.

This post has been edited by Cubalagi: Jan 20 2020, 07:20 PM
Cubalagi
post Jan 21 2020, 10:42 AM

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QUOTE(moosset @ Jan 21 2020, 09:13 AM)
eh... what happened to TopGlov today? Sudden jump?
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The China SARs outbreak fear..
Cubalagi
post Jan 21 2020, 04:35 PM

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QUOTE(moosset @ Jan 21 2020, 03:13 PM)

so we can expect Tencent and 2800 to tumble?
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Yup.. But I think more due to the Moodys downgrade of HK.
Cubalagi
post Jan 21 2020, 04:38 PM

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QUOTE(ngaisteve1 @ Jan 16 2020, 01:43 PM)
Bat can buy?
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Damn.. Below 12..n I sudah terbeli..

Looks like have to buy the new Glo stick now to show support.

This post has been edited by Cubalagi: Jan 21 2020, 04:38 PM
Cubalagi
post Jan 23 2020, 02:36 PM

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QUOTE(ngaisteve1 @ Jan 21 2020, 05:31 PM)
more CNY promo sales i think  laugh.gif
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Stablize at 12..phew..
Cubalagi
post Jan 23 2020, 11:53 PM

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QUOTE(moosset @ Jan 23 2020, 09:33 PM)
but how are they going to tackle the illegal tobacco?
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It's up to customs, which is under MoF.

LGE wake up please, ur are losing billions!
Cubalagi
post Jan 25 2020, 08:49 AM

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QUOTE(moosset @ Jan 24 2020, 12:06 AM)
you dare to buy the stock without any positive sign?

this is like gambling, no? rclxub.gif
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Looks oversold to me..

Business now challenging yes esp with the illegal ciggie. But it is known factor

Otoh they hv Good management (not crooks), cash business, low debts & 90% payout from earnings and paid quarterly.

http://www.batmalaysia.com/group/sites/BAT...ebLive/DOBA8A46

Cubalagi
post Jan 25 2020, 10:44 AM

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QUOTE(moosset @ Jan 25 2020, 10:11 AM)
but their NP has reduced by a lot...
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Yes..first 3Q 2018 v 2019. Dropped 30%. But stock price has also dropped, even more at 70%.

Last Q19 report (n dividends) will be announced 4 weeks from now. Need to monitor that esp. the sales part to see how much it drop further. Note that earnings actually improved in 3Q vs 2Q.This was due to cost control measure but sales continued to decline.

If they can maintain sales at 3Q levels over 2020 then looking at 9+% dividends. If things improve, say enforcement becomes more effective, then there is a big upside. Of course, risk is that sales continue to deteriorate.


Cubalagi
post Jan 27 2020, 07:48 AM

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QUOTE(moosset @ Jan 26 2020, 09:06 PM)
are most ppl into dividend investing?

If you're a growth stock investor, then you must sell the stock in order to realise the profit?
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My investment portfolio has both income+capital gains, and capital gains only. Roughly about 70:30 now.

For both I will sell to take profit, but maybe not all the position.

This post has been edited by Cubalagi: Jan 27 2020, 07:59 AM

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