yeah.. this is the part where i would say it really isnt all fundamental talk.. consumer sentiment / publicity matters too ahaha ..

this is also the part where i comfort myself by saying 'no worries its for long run' hahahaha.. but honestly speaking.. i am somehow damn confident in this counter looking at its spreadsheets now dunno why, also seeing foreverchung and his disciples there made me even more confident despite kena kicked out earlier

i certainly hope so

Nah, I don't think will be as much as previous glove mania, investors are closing into cautious schedules ahead. But I feel will have impact depending on tmr announcement.


Possible Combos:
1. Saturday + Sunday = Break 1k Covid-19 case per day (BIG IMPACT)
2. Gomen announce emergency (HUGE IMPACT)
3. Closing in to US Election, investor cautious (MEDIUM IMPACT)
4. Global Covid-19 case on spike (MEDIUM IMPACT)
5. Napoli riot ongoing (SMALL-MEDIUM IMPACT)

Combo Breakers
1. Return of retailers into local bourse (MEDIUM - diminished, limited by resumption of loan payments)
2. Covid-19 cases on the rise, good elevation for healthcare counters (MEDIUM - similar to above, diminished, limited by resumption of loan repayments)
3. Potential glove / healthcare / plastic stellar earnings (SMALL - priced in previously)
4. Gomen positive against securing vaccine early next year (SMALL - rumor, highly speculative)
5. China economy showing recovery (SMALL)

That's how I see it from MACRO-FUNDA view, estimated RR shift is high towards negative side.

Covid case high = Healthcare counter < US election + Msia Emergency cancels/engulfs this effect.

A possible scenario, but personally I feel that the Oppo will be skeptical considering how their top brass has been gamed again and again, so they should require more time before this is successfully mulled.

Huawei + JFTech = Tmr pecah.

Sekian.

https://www.thestar.com.my/business/busines...ers-huawei-unit

GG EPF kena upcar...

haihs

Pharma holders, are you ready?

TASCO / KGB, are you ready?

AA / AAX / GenM / Genting, are you ready?

Bank stocks, are you ready?

O&G, are you ready?

Last but not least, glove holders, are you ready?

https://www.theedgemarkets.com/article/emco...ys-ismail-sabri

looks like news is piling up for TG

Its good to see that you are confident in the decision you make in glove counters. Hats off to that.

But a word of advice bro, if if and if, you find your ego is there pushing you to make unwise / uncomfortable decision, don't let your ego beat you i.e. variation Sunk Cost Fallacy - where you diedie go the other way against the current (especially if alot go the other way), rationalizing whichever means possible. I learned my lesson the costly way.

Apart from that, if your decisions are well informed and it is structured, I too wish you all the best! After all we all here to earn.

The time is vastly different now. That was way back before any breakthrough on vaccines.

Yes it takes time there is no denying it. At this juncture who would not know that it takes time?

What I am trying to say is that, compared to 3 months ago, SUBSTANTIAL PROGRESS has been made. So the sentiment would be different as to now, as I was referring to the previous quote of 'whether it would be a sharp rebound like last time'.

3 months ago no one knew that 90% efficiency is even achievable. Now the time is different.

This post has been edited by sadukarzz: Nov 17 2020, 09:49 AM

Any one can give some enlightenment in terms of TA for DANCO?

I am only well versed with FA, which is spectacular at this point, but I am wondering for TA's point of view whether there's a bull coming or not. After I got kicked out of foreverchungs group really couldn't have good TA insights.

DANCO (5276), thanks sifu sekalian.

My own FA analysis tells me that next QR should be even better due to MTL & Edaran contract haven't been been fully factored in.

Current Q EPS = 1.9 sen (assume conservative across all 4Q) x 4 = 7.6 sen.

PE @ 10 = 76 sen
PE @ 12 = 91 sen
PE @ 14 (now) = rm1.06

If EPS is 1.6 sen x 4 = 6.4

PE @ 10 = 64 sen
PE @ 12 = 77 sen
PE @ 14 (now) = 90 sen

gamxia.. im trying to decide whether to add more or not

DANCO finally.

Astala Vista TG.

Those still stay in penthouse just wait take dividend lor.

-7%

come gather hope ~

even if tan sri buy back also need money, already sbb so long.. the more sbb the more risk eventually to the company cuz the money can be better off used to raise production etc

https://www.bbc.co.uk/news/health-55145696

UK approved Pfizer widespread use.

people also say SOP etc etc lar

but got shop follow strictly or no?

different quote same statement, many glove players stay in penthouse, keep average down now all burnt..

if really invest long then wont come to forum here say drop la balls drop la heart broken la etc, those FIFO but caught knife now have to bear consequences..

u go see those FB stock group all keep simply post vaccine negative news based on title alone, u will see alot of ppl stay penthouse..

if really invest long then just shut screen go live life come back after a few months or years..

ego is a dangerous thing to have when it comes to anything that has elements of gambling.

again, not referring to anyone here, just saying the mentality as a whole.. when kena burnt need to come forum find chicken soup for the soul..



This post has been edited by sadukarzz: Dec 14 2020, 12:45 PM

this is wishful thinking. wake up.