It still boils down to fundamentals for the banks. Hsbc and scb are emerging markets focussed banks and top 10/100 in the world. One of the other reason to like scb is if you like DBS, then all the better as temasek owns a big part of it if you like (not a very appaling reason but sg can wield more shareholder power like Icahn).

HKers are emotional people but very calculative. Obviously HSBC biggest bank there and once economy recover slowly but surely in the long run, money will pour back in. But ive been monitoring these two and yoyo above below 400, some support levels.

Other cases, try offshore banks or even LATAM banks. Some are a cheap deal right now. Whats your tech profiles like? Im monitoring some now too. Missed the boat on TTD earlier.

Cool

Thank you for the insights

LATAM seems quite complicated at least for buy and hold strategy with the volatility of their currencies.

Even recently the Brazilian real went parabolic which has been one of the main reasons I avoided LATAM but with the kind of drops it has had then it seems like a good deal like you said.
For tech just the usual suspects

Amazon, Microsoft, Salesforce, Adobe, Visa, Shopify and Docusign.

Cyclical stock, trend play is it?

TDM was on my watchlist, but go up and up already. Missed.

Anything u are looking at?

Bursa gonna drop again monday since extended.

Means may/june impending crash is inevitable for stock markets...

I sold off Comfort for about +53% profit today. I put in about RM8K. Also day traded Kossan for a profit.

The gain is enough to off set the losses from 4 oil and gas counters which I bought last Friday. Net profit about RM2K?

This is all pure speculation, not an investment and not sustainable in the long run.

Hey, mind sharing any stable stocks for long term keep? Thinking of picking up AirAsia since it is relatively low compared to pre-covid numbers

Sold off Comfort, Top Glove and Supermax just now. Made a reasonable profit.

Until next time, Mr Market when we continue this Russian Roulette. My luck may run out.

My balls shrunk already. 

These past 2 days, I traded 2 oil counters, Carimin and Serba Dinamik. Lost about RM2700. Luckily I was saved by the glove stocks lead by Supermax, Top Glove and Comfort. These netted a gain of about RM5528.00.

End result - gross profit about RM2819.

Which are the special plantation stocks on your radar. Share tipsy a bit. 

RSAWIT still can hold? like retrace alot today, I entered 0.31

I prefer mixture of Oleo play than direct pure plantation, maybe let the sector bleed a bit more can consider.

Watchlist are IOI & KLK 

Can someone give me an opinion of AEM?

Stock Watch tomorrow.

1.  MPI
2.  Genting Plantations

Takde masuk MPI or Genting Plantations this morning.

Banks are the new gloves?

Even if resumes, it won't be back to totally normal very soon, at least a few quarter up to a year or so.
And with reduce capacity, airliners may find hard to balance the book, and may need cash call if cash on hand is not sufficient for this period. (depending on respective airliners financial situation).

SIA just finished the massive right issue, share price still nursing the dilution effect. The recovery should be a relative long process as we have unemployment and consumer sentiment that take time to heal.
Not the like next month opening up and then nothing had happened before, everything rosy back.

Anyhow, I do feel the market is little bit moving too far ahead the real economy recovery.

Yes, recovery is definitely on the card and the market theme right now, but non-stop bull to the upside?

Exactly, means have room for growth until at least precovid price like how most banks did (and broke their pre-financial crisis high)?

Dont buy airlines stock period.
I was in airlines industry before for almost 10 years..
i understand the fundamental of aviation operations..
Just one accident or human error could be fatal for airlines company..
Not to mention the debt that airlines company have..
Btw i think the second market crash might happen soon.. the sign is there..i could be wrong too.. anyway, stay alert and be extra careful..

goreng... malaysians' favorite past time now?!

dun get roasted!