Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 STOCK MARKET DISCUSSION V150

views
     
statikinetic
post Jan 10 2021, 07:29 PM

BaneCat
*******
Senior Member
2,940 posts

Joined: Jan 2010
QUOTE(Duckies @ Jan 10 2021, 07:19 PM)
If I wanna enter vaccine counter maybe PHARMA, DPHARMA and MYEG?
*
Different vaccines so depending on which vaccine you have your money on.
MYEG is the Zhifei vaccine which is still under Phase 3 trials. MYEG still has other business lines if the vaccine JV goes south that it can fall back on.

My worry about MYEG is that it is a politically exposed counter. Political winds start blowing the other way and this counter can drop even though it's underlying business still runs. See after the last GE election.
I recently closed my position in MYEG so I can offer up this view. My worries here are the politics, not the business.

SunBear1999
post Jan 10 2021, 07:41 PM

Getting Started
**
Junior Member
202 posts

Joined: Jul 2017
From: Malaysia


QUOTE(Duckies @ Jan 10 2021, 07:19 PM)
If I wanna enter vaccine counter maybe PHARMA, DPHARMA and MYEG?
*
https://www.theedgemarkets.com/article/phar...%80%94-aminvest
Duckies
post Jan 10 2021, 07:49 PM

Rubber Ducky
*******
Senior Member
9,796 posts

Joined: Jun 2008
From: Rubber Duck Pond


QUOTE(SunBear1999 @ Jan 10 2021, 07:41 PM)
Yea to be honest PHARMA and DPHARMA are more qualified. Not sure how come MYEG is involved.. Oh wait.. U know I know la..
SunBear1999
post Jan 10 2021, 08:02 PM

Getting Started
**
Junior Member
202 posts

Joined: Jul 2017
From: Malaysia


QUOTE(Duckies @ Jan 10 2021, 07:49 PM)
Yea to be honest PHARMA and DPHARMA are more qualified. Not sure how come MYEG is involved.. Oh wait.. U know I know la..
*
PNB holds 50.92% equity in Duopharma Biotech, inclusive of shareholdings of the trust funds managed by PNB. This confers many benefits to the Duopharma Biotech group of companies (“Group”), not least of which is access to opportunities for leadership, capacity, innovation and CSR development enabled by PNB.

user posted image
ry8128
post Jan 10 2021, 08:12 PM

♣Just a noob♣
*******
Senior Member
3,642 posts

Joined: Jul 2014


QUOTE(Duckies @ Jan 10 2021, 07:19 PM)
If I wanna enter vaccine counter maybe PHARMA, DPHARMA and MYEG?
*
Do u know each of this had sign contract with which vaccine company? If u already know, and u are confident those companies can mfg the vaccine, then by all means pls enter it.
statikinetic
post Jan 10 2021, 08:17 PM

BaneCat
*******
Senior Member
2,940 posts

Joined: Jan 2010
QUOTE(Duckies @ Jan 10 2021, 07:49 PM)
Yea to be honest PHARMA and DPHARMA are more qualified. Not sure how come MYEG is involved.. Oh wait.. U know I know la..
*
Since we are on MYEG, it represents an interesting example in the earlier discussion of investment strategy.

If an investor were to continue to hold this company long term, ignoring potential events, they would still have not made back the loss from the 2018 crash.
Long term strategies, in my opinion, are not a one size fits all. What worked for Buffet, may not necessarily be effective in here without tweaking. Left unattended for too long, investors may find themselves croc food.
ry8128
post Jan 10 2021, 08:18 PM

♣Just a noob♣
*******
Senior Member
3,642 posts

Joined: Jul 2014


QUOTE(skty @ Jan 10 2021, 11:23 AM)
you can see it that way, or you can see it in another way.

trying to guess what the short seller do is hard. play along their game plan is easy.

good luck!  icon_rolleyes.gif
when I saw the JPMorgan report of 3.50, I have created a plan and allocate funds to buy all the way down to 3.50.

5.75, 5.25, 4.75, 4.25, 3.75 (based on my experience, don't think will hit 3.50 as normally they put in extra buffer lower/higher than the price indicated for them to short/long). Of course the funds allocated for 3.75 will be more than 4.25, 4.25 will be more than 4.75, if you can understand what I mean.

If I can my average to 4.50~5.00, I can close eyes and keep TG for at least 5 years. Double/triple return taking into account also the dividend.

Not discipline enough on the 5.75 & 5.25, now I wonder whether have any chance to grab again before the next mouth watering dividendshakehead.gif
*
Very hard already i think, thats why i fpx my reserved war chest out laugh.gif Might need to wait sometime before we see such cheap sales anymore i guess.

I even panic to buy harta on friday when i see gloves shoot up. Now already buta2 >10% profit in hand. Lets see what happen tmr. This kind of trading is quite interesting to play brows.gif
MedElite23
post Jan 10 2021, 08:33 PM

Casual
***
Junior Member
370 posts

Joined: Jan 2017


Any Scientex shareholders here? Bonus issue soon, any comment on this counter?

How does it compare against TGuan?

This post has been edited by MedElite23: Jan 10 2021, 08:45 PM
icemanfx
post Jan 10 2021, 08:47 PM

20k VIP Club
*********
All Stars
21,457 posts

Joined: Jul 2012


QUOTE(ry8128 @ Jan 10 2021, 08:18 PM)
Very hard already i think, thats why i fpx my reserved war chest out  laugh.gif  Might need to wait sometime before we see such cheap sales anymore i guess.

I even panic to buy harta on friday when i see gloves shoot up. Now already buta2 >10% profit in hand. Lets see what happen tmr. This kind of trading is quite interesting to play  brows.gif
*
FOMO, chasing uptrend

This post has been edited by icemanfx: Jan 10 2021, 08:48 PM
skty
post Jan 10 2021, 08:49 PM

There is only one thing I know. That is I know nothing.
*******
Senior Member
4,508 posts

Joined: Aug 2005
From: Klang/Shah Alam


QUOTE(ry8128 @ Jan 10 2021, 08:18 PM)
Very hard already i think, thats why i fpx my reserved war chest out  laugh.gif  Might need to wait sometime before we see such cheap sales anymore i guess.

I even panic to buy harta on friday when i see gloves shoot up. Now already buta2 >10% profit in hand. Lets see what happen tmr. This kind of trading is quite interesting to play  brows.gif
*
haha. caught you no discipline. never buy after warrants expire. tongue.gif

I saw someone compiled Jan 21 IB cash settlement amounting RM39 mil for glove sector warrants.

so keep an eye, maybe got opportunity again. biggrin.gif
ry8128
post Jan 10 2021, 08:54 PM

♣Just a noob♣
*******
Senior Member
3,642 posts

Joined: Jul 2014


QUOTE(icemanfx @ Jan 10 2021, 08:47 PM)
FOMO, chasing uptrend
*
U definitely didnt monitor harta price, that's why u say I chasing uptrend. I wouldnt have get >10% profit if I chase harta during uptrend
ChAOoz
post Jan 10 2021, 08:59 PM

Look at all my stars!!
*******
Senior Member
3,500 posts

Joined: Dec 2007
QUOTE(MedElite23 @ Jan 10 2021, 08:33 PM)
Any Scientex shareholders here? Bonus issue soon, any comment on this counter?

How does it compare against TGuan?
*
Im holding this, will exercise my warrant as well when the time comes.

Management promises 2x company performance every 5 years. Although different industry but i find their execution to be good, maybe like QL. Worth to keep and valuations is consider reasonable now.
MedElite23
post Jan 10 2021, 09:31 PM

Casual
***
Junior Member
370 posts

Joined: Jan 2017


QUOTE(ChAOoz @ Jan 10 2021, 08:59 PM)
Im holding this, will exercise my warrant as well when the time comes.

Management promises 2x company performance every 5 years. Although different industry but i find their execution to be good, maybe like QL. Worth to keep and valuations is consider reasonable now.
*
Management wise, IMO they’re shoulder to shoulder.

Financial performance wise, if we have to compare an apple to orange, Scientex has higher EPS, lower P/E, higher DY, higher net profit margin.

I’m just waiting for an entry point, missed the window last month when it dropped to 11.40 for no reason.

I might want to wait till after bonus issue, some people who don’t know it’s the same piece of pie cut into smaller pieces will sell off their bonus shares cool2.gif

Very solid counter. Unlike QL, with only EPS 0.0983, meager dividend and steady but not so rapidly growing company charging a premium of 58-64 PE range. This is coming from QL shareholder. sweat.gif

This post has been edited by MedElite23: Jan 10 2021, 09:33 PM
Duckies
post Jan 10 2021, 10:53 PM

Rubber Ducky
*******
Senior Member
9,796 posts

Joined: Jun 2008
From: Rubber Duck Pond


QUOTE(ChAOoz @ Jan 10 2021, 08:59 PM)
Im holding this, will exercise my warrant as well when the time comes.

Management promises 2x company performance every 5 years. Although different industry but i find their execution to be good, maybe like QL. Worth to keep and valuations is consider reasonable now.
*
QUOTE(MedElite23 @ Jan 10 2021, 09:31 PM)
Management wise, IMO they’re shoulder to shoulder.

Financial performance wise, if we have to compare an apple to orange, Scientex has higher EPS, lower P/E, higher DY, higher net profit margin.

I’m just waiting for an entry point, missed the window last month when it dropped to 11.40 for no reason.

I might want to wait till after bonus issue, some people who don’t know it’s the same piece of pie cut into smaller pieces will sell off their bonus shares  cool2.gif

Very solid counter. Unlike QL, with only EPS 0.0983, meager dividend and steady but not so rapidly growing company charging a premium of 58-64 PE range. This is coming from QL shareholder.  sweat.gif
*
Hey I had the same plan bro. My gf got into it when it was 9 but I missed the boat. Will look into it once the bonus is out and see what's the price then. Will keep and hold a long time.
Zhik
post Jan 10 2021, 11:47 PM

eeerrrmmmnnn, stupidity has no limit?
******
Senior Member
1,226 posts

Joined: Nov 2012
QUOTE(statikinetic @ Jan 10 2021, 07:29 PM)
Different vaccines so depending on which vaccine you have your money on.
MYEG is the Zhifei vaccine which is still under Phase 3 trials. MYEG still has other business lines if the vaccine JV goes south that it can fall back on.

My worry about MYEG is that it is a politically exposed counter. Political winds start blowing the other way and this counter can drop even though it's underlying business still runs. See after the last GE election.
I recently closed my position in MYEG so I can offer up this view. My worries here are the politics, not the business.
*
have sold it last week also due to political factors.
to my surprise their directors bought back at rm1.7+. made me wanna go in again....
statikinetic
post Jan 11 2021, 12:01 AM

BaneCat
*******
Senior Member
2,940 posts

Joined: Jan 2010
QUOTE(Zhik @ Jan 10 2021, 11:47 PM)
have sold it last week also due to political factors.
to my surprise their directors bought back at rm1.7+.  made me wanna go in again....
*
That is exactly the intended effect, to reassure shareholders after a big drop.
Remember why you sold it in the first place.

If you sold it because of political factors, then buy it back because of an insider buy with the political factor still active, that would look inconsistent.
I sold it early last week as well.
Zhik
post Jan 11 2021, 12:23 AM

eeerrrmmmnnn, stupidity has no limit?
******
Senior Member
1,226 posts

Joined: Nov 2012
QUOTE(statikinetic @ Jan 11 2021, 12:01 AM)
That is exactly the intended effect, to reassure shareholders after a big drop.
Remember why you sold it in the first place.

If you sold it because of political factors, then buy it back because of an insider buy with the political factor still active, that would look inconsistent.
I sold it early last week as well.
*
Yup, same though too.
Insider always fool outsider.
skty
post Jan 11 2021, 01:42 AM

There is only one thing I know. That is I know nothing.
*******
Senior Member
4,508 posts

Joined: Aug 2005
From: Klang/Shah Alam


QUOTE(skty @ Jan 9 2021, 12:13 PM)
wah. Bursa so efficient update on Saturday.  tongue.gif

not only have to monitor RSS.

also need to take note on TG CW C71 which is expiring on 15 Jan and spmx CW C88 which is expiring on 26 Jan

other CW are current OTM but still need to keep an eye on if TG/spmx surge.
I am gonna run away first before the collapse happen.  laugh.gif

maybe I will post some head-up when I get the alert signal, if I remember and not busy cutting all my holdings.  tongue.gif
btw, do you keep a copy of this file securities_equities_rss_2021-01-05?

can't seem to download from Bursa website.
*
I just saw first warning signal.

We are one step closer.

Whether false signal, shall wait and see.

This post has been edited by skty: Jan 11 2021, 02:05 AM
icemanfx
post Jan 11 2021, 02:01 AM

20k VIP Club
*********
All Stars
21,457 posts

Joined: Jul 2012


QUOTE(skty @ Jan 11 2021, 01:42 AM)
I just saw first warning signal.

Whether false signal, shall wait and see.
*
Some consider this as noise.
Taikor.Taikun
post Jan 11 2021, 08:41 AM

Regular
******
Senior Member
1,019 posts

Joined: Sep 2018
QUOTE(MedElite23 @ Jan 10 2021, 09:31 PM)
Management wise, IMO they’re shoulder to shoulder.

Financial performance wise, if we have to compare an apple to orange, Scientex has higher EPS, lower P/E, higher DY, higher net profit margin.

I’m just waiting for an entry point, missed the window last month when it dropped to 11.40 for no reason.

I might want to wait till after bonus issue, some people who don’t know it’s the same piece of pie cut into smaller pieces will sell off their bonus shares  cool2.gif

Very solid counter. Unlike QL, with only EPS 0.0983, meager dividend and steady but not so rapidly growing company charging a premium of 58-64 PE range. This is coming from QL shareholder.  sweat.gif
*
My remisier keep telling me to buy for months; i obliged. I hope it’s a good call n decision

3075 Pages « < 2193 2194 2195 2196 2197 > » Top
 

Change to:
| Lo-Fi Version
0.0328sec    0.41    6 queries    GZIP Disabled
Time is now: 13th December 2025 - 02:26 AM