I would think os as well, that is what I intend to do.
REITs because I consider them as more FI it is not a stock that should be traded often. The volatility just isn't there compared to other stocks, especially the small caps, so people who get into REITs tend to sit on them for a longer period of time in comparison.

ASB made Petronas renew the lease to 2034 before they started picking up the shares so there should be some stability for the long term.
I think it will come back. It is the sitting period now. One worry with downtown KL properties is the exposure to a potential office space glut. That was a real risk before the pandemic and with all the new spaces opening up. TRX for example. With the pandemic and the WFH wave, the question now is how bad the glut will be?

KLCC REIT consists of 5 or 6 buildings.
I believe the Petronas tenancy covers roughly 66% of the office space. And that's locked in for the next 15 years.
It is the remaining 30% odd space that is exposed to a potential office glut. The twin towers and Suria is fairly resilient in my opinion, it is the remaining buildings that probably needs looking at.

I got a different view.  Depends on your investment strategy and time horizon. If you invest for period of 1 or 2 years and sell then it is not a good one. The example u take is during pandemic period which of course most stocks are impacted more so tenaga with government disturb. For longer period investment when we return to norm the price will price in to 12-13 RM which already gain 30%! Also investing for capital gains there are better stock out there than tenaga. But dividend wise tenaga is giving a good one at current price which not many stocks can give. Can use it as diversification.

Agree right?

This is blue chip monopoly stock where whole Malaysia depends on.

Yup, I think you're right.
I was pulling it from memory as my last FA on Tenaga was about a year back. I recalled there was a lag period between the revenue declines and the share price but fuzzy on the actual year.
Totally my fault. I'm still a bit miffed with myself on how I let slip Mr Tee being on my list.
From the posting time yesterday, it was a long day at work and I was feeling a little exchausted. I typed in the post without thinking and assumed the companies I posted were well public with their deficiencies and I let slip one name.
Will be more careful from now on, as there are a few retailers favourites in there.

At the very least, I hope the discussion has at least been educational. Just use the same questions we applied to Mr Tee to other similar companies, and you'll find a few more 'hidden gems'.

Of course! many, many, many postings means lembu kambing!

why? no one teach you meh?
Remember the G thing I told you?
Actually, that's part of what that tape reader friend thought me many years ago...

remember the chart I posted and asked about the selling point when G was around 11+??

see if we reasoned out the stock should fall and it didn't...
and instead of falling, it broke out even higher?

as a trader, we gotta acknowledge our reasoning is out of sync with the market... and obviously at that point, we need to change our mindset and accept the market wants the stock to move higher.... so instead of just chucking the stock into the garbage bin, as a trader, go look for an entry instead.
This applied so very well with B**.

no?

yeah, okay I am rubbing it in.... LOL!.... LOL!!... but the lesson is there....
go look at it ... after you discarded it into the bin...
look at it with your best independent mindset...
go see.... was there a trading entry? (yup, discard the fact you played the stock b4)

sometimes, trading is just like this....

but.... having said all this.... I can't do this myself.... 
me, just sharing what was shared to me b4....
just go see if this could yet another tool to help you improve or not....................

They're using it to pay off principal. They're reasoning is quite interesting, they're gearing is actually quite low (I think 37% ish) so they want to pay off the debt to allow further room for borrowing in the future to expand their portfolio. Yet this just sounds weird to me. Why not just borrow more with the extra room they have or directly use the stock capital for expansion? Why use such a roundabout way? Agree that industrial REITs weren't affected. Their cash flow for reference:


Seems quite ok so I'm really not sure what's going on.

perhaps you should have asked smurfs for some feedback 

if scenario,

what would you think if IGB reits if IGBB decides to inject Mid Valley JB into IGB Reits? Sooner or later case right i assume?

'look to the right side of the chart', someone once told me here

again,

i wont though 

   

What was the circled area drawn for?

Been following this thread for quite some time, normally just diving and read.
Recently learning paper trade so decided to pick one stock to study it.
I've pick GenP.
Feel free to share ur PoV if you have any feedback on this.

QR looks okay


Financial statement
Cash


Liabilities.. hmm borrowings quite high, is this how palm oil industry operate?


COP still rising


Price still downtrend, all-time low for the past 5 years (See the bar, not sure what happened on 27 May 2021, no info or headlines on that day)

Environment factor
Oil Supply concerns due to weather, looks like this can end soon.
https://www.spglobal.com/platts/en/market-i...supply-concerns

Inventory shrinking
https://www.theedgemarkets.com/article/mala...-output-plunges

Inflation, COP might still go up
https://www.bloomberg.com/news/articles/202...ed-about-prices

https://www.reuters.com/markets/commodities...opc-2021-12-30/

Tech is not gonna just die, I think that too. The question that I have from the investment perspective is, is it still this type of Tech that will flourish in the future?
Tech is one of those industries very exposed to disruption of new technologies, possibly the most as it is the nature of the industry itself. So when we say Tech here, we can be referring to either the industry itself or the companies that make up the industry today. In an investment discussion it is generally the latter that becomes the focus as that is where you make your money.

It is like the photography industry in the past 50 years. More pictures have been taken in the past 10 years than since the beginning of human civilization up to that point. With this sort of industry expansion, Kodak 50 years ago would have been odds on to be the biggest player there is today. After all, they already had digital photography as far back as the 70s but opted not to venture and cannibalize their own film sales. And look where we are today.

So I don't know enough about the companies nor the industry today to make a reasonable forecast 5 - 10 years in the future and derive the value of which I can base my investment. If I can't do that, any transaction here I have to consider a punt or a gamble. Of course someone can say why not just dump on one of the big boys in the FAANG category. That is no guarantee too when it comes to tech. IBM was the biggest name in tech 20 years ago and bad company choices certainly played a role in their tumble.

Caveat here, I would be the first to admit I don't have enough info on the industry as a whole so this is merely personal thoughts.

Mana rotan? 
If you are really interested, best is to wait for the 'unwanted dead fish' strategy.... which requires time and lotsa patience....

Alright. Thank you for the input. Looks like the strong balance sheet of a company is not so important to look. It's the forward PE that counts

Ask yourself ... if you are face with a real life opportunity to buy a business... which would you choose? A company that is just cash rich or a company which is making more and more money each year?

   
Kena trolled.   

for me, I've been waiting to deploy capital to some stocks if they drop, besides that Bplant punt which doesn't seem to go anywhere (sooner or later gonna claim back my capital) With Dow & Nasdaq dropping 2% yesterday, I'm actually hoping for another mini-crash to enter some stocks.

Looks like USA market participants don't like the potential high rate hike one but. I'm guessing the Banks shares continue to rise, while tech related stocks will dip further. I'm confused, as some local tech stocks are actually net cash, which means they don't suffer much adverse effects from increasing interest rates. Why are they still beaten down? Or am I missing something?  Boon3

On Alibaba, I hope I can have the patience to ride it out like you ChAOoz

Hi! newbie here. Just wondering what should I focus when reading the prospectus of new IPO?

Usually no QR b4 listing...

I guess you are suggesting avoid ipo stocks..

Interest rates has always been gravity to equities.
Looks like more hikes may be on the horizon due to pent up pressure.