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 STOCK MARKET DISCUSSION V150

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Cubalagi
post Jan 6 2022, 11:09 PM

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QUOTE(icemanfx @ Jan 6 2022, 08:09 PM)
SERBA DINAMIK HOLDINGS BERHAD ("SDHB" OR "THE COMPANY")

FIRST ANNOUNCEMENT PURSUANT TO THE PRACTICE NOTE 17 ("PN17") ("FIRST ANNOUNCEMENT") OF THE MAIN MARKET LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD

https://www.bursamalaysia.com/bm/market_inf...?ann_id=3224781

Only after the tide turned would reveal who was swimming naked.
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Makes no difference...still suspended..

Cubalagi
post Jan 18 2022, 11:55 AM

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Serba popcorn drama..

https://focusmalaysia.my/court-chronicle-ha...serbas-trading/

So when mau unsuspend?


Cubalagi
post Jan 27 2022, 04:26 PM

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QUOTE(icemanfx @ Jan 27 2022, 03:03 PM)
Blow water with a apprentice from a shop lot audit firm; they value s@rb@ d@n@m@c at salvage value. vulture may find it interesting.
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What's the salvage value then?
Cubalagi
post Feb 5 2022, 12:10 PM

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QUOTE(ChAOoz @ Feb 5 2022, 11:19 AM)
Yup, with this policy stance couple with US tightening, definitely our currency will depreciate.

BNM need to manage this properly and weight against our borrowings secure against foreign denominated currency to avoid another 97 era melt down.

But hey hooo, good for export stock. So yeah  rolleyes.gif
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I'm not so bearish MYR with Oil and Palm Oil prices being pretty high.

BNM expected to hike interest rate twice later this year (50 bps) which is appropriate I think.

This post has been edited by Cubalagi: Feb 5 2022, 12:11 PM
Cubalagi
post Feb 8 2022, 10:12 AM

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QUOTE(ChAOoz @ Feb 7 2022, 02:33 PM)
Well part of diversification i guess.
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If Baba and Tencent are a huge part of your portfolio, then it is not diversification.
Cubalagi
post Feb 9 2022, 02:54 PM

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QUOTE(ChAOoz @ Feb 8 2022, 08:44 PM)
In china i got two exposure only tencent and baba which accounr for around 30+% of portfolio.

Balance is in us and bursa, so still pretty diverse.
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30+% in 2 stocks of the same country and sector. Basically, u r betting big on China large cap tech, in particular, these 2 stocks.

Nothing wrong with that, if it's ur strategy. But I won't call it diversification.

P/S I myself have occasionally have some big bets on some stocks or market.
Cubalagi
post Feb 10 2022, 02:10 PM

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QUOTE(Toku @ Feb 9 2022, 03:52 PM)
What do you think in a diversified portfolio the % for each holding?
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5% (or 20 stocks) is the level considered optimum to diversify from stock specific risks.

Stock specific risk is like Jack Ma pissing of CCP last year,, Serba picking fight with Auditors n the regulators last year, Meta missing earnings expectations this month.

There are also sector risks, country risks, market risk. To mitigate these you need to diversify even further to other markets and asset classes.



Cubalagi
post Feb 11 2022, 11:32 AM

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QUOTE(Toku @ Feb 10 2022, 04:50 PM)
5% for each stock means only maximum 20 stocks. Normally how do you guys assign the 20 slots? how many should be core, high growth, low growth, defensive, dividend play, hedge, heavy asset, small cap, mid cap, high cap?
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My personal style is to use ETFs. Basically, about 70-80% in ETF and 20-30% in less than 5 stocks which will then allow me to study the stocks well, but still maintain a decent level of diversification.

The ETFs are used for diversification and also execute my macro level viewpoints. Its not just equities, but can be commodities, fixed income n even money market. These ETFs can be in Bursa, Sgx, HK or US.

For the stocks, some are income+growth n some just growth. Usually Bursa, but can be SGX n HK.

P/S I know this style wont get me rich quick. This is my preferred style after 10 years of DIY investing in the stock market. Everyone should find a style that works for them.


Cubalagi
post Feb 11 2022, 04:57 PM

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QUOTE(jaapers @ Feb 11 2022, 04:19 PM)
Any good commodity ETFs to recommend? US or KLSE
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Bursa has only one which is the Affinhwang Goldetf (0828EA).

US has lots..gold, silver, platinum, oil, copper, carbon etc. with even many different strategies.


Cubalagi
post Feb 11 2022, 10:02 PM

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https://www.theedgemarkets.com/article/serb...inancial-health

Bila mau unsuspend?




Cubalagi
post Feb 16 2022, 07:15 PM

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QUOTE(Boon3 @ Feb 16 2022, 06:59 PM)
https://www.theedgemarkets.com/article/serb...ter-not-auditor

How laaa....

I think SD wants to buka kedai in the courtroom for a long time laaa.....  laugh.gif
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This one is not new. It's one of their objection.


Cubalagi
post Feb 17 2022, 01:28 PM

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QUOTE(Boon3 @ Feb 17 2022, 11:51 AM)
All is you need to stay focus and stop surfing around.... reading too much comments won't help la....

watch the markets. remember the basics. remember your risks, remember your power points...

and you should be hitting 30% per annum easily....

and yeah.... dun play here and there.... concentrated punch packs the best wallop !!!....  cool2.gif
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What is "power points"?
Cubalagi
post Feb 17 2022, 02:58 PM

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QUOTE(Boon3 @ Feb 17 2022, 01:37 PM)
Oops... trading llingo. tongue.gif

his strong points
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Ooo

Sounds like MLM lingo.. 😜

Cubalagi
post Feb 17 2022, 03:59 PM

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QUOTE(Boon3 @ Feb 17 2022, 03:13 PM)
Ooo Ooo .... how to unsuspend?

see? lagi mau object the failed objection  rclxub.gif

https://www.theedgemarkets.com/article/serb...ic-announcement
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Notice of Appeal usually lawyers will file as a matter of course. Coz there is a deadline to file the thing. Can always withdraw later, if decide not to continue.


Cubalagi
post Feb 23 2022, 08:22 AM

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QUOTE(howyoulikethat @ Feb 22 2022, 10:06 PM)
me now only online bro  laugh.gif Proves that now many retailers are in deep slumber, or holding cash waiting for nxt investment opportunity kot. Might wanna try & monitor Success, since QR was not too bad at this price.
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Maybe many retailers are stuck in high prices in gloves, tech, Capital A.. n are now long term investors.

Cubalagi
post Feb 23 2022, 03:28 PM

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QUOTE(ChAOoz @ Feb 23 2022, 02:08 PM)
Too volatile for me. In bear market the best is pretend to be dead until the bear walk away.
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U mean China HK market? Other markets not yet in bear territory. Singapore is quite bull

Cubalagi
post Feb 23 2022, 04:10 PM

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QUOTE(Boon3 @ Feb 23 2022, 03:39 PM)
kAYel market still okay la... tongue.gif

user posted image
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Sideways market since Aug 2020.


Cubalagi
post Feb 24 2022, 10:08 AM

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QUOTE(Boon3 @ Feb 24 2022, 09:39 AM)
WOooooahh..... Padini had a blowout numbers....

420 million plus in sales ... profits hitting 60 million.... looks like the EPF boys and gals got it spot on....

stock bouncing up nicely....

user posted image

got to say this little thing ..... their inventory management showed great form ....ie despite their booming sales, inventory shrunk from 210 million to just 130 million....

but in their industry... surely they will need much more 'newer' inventory for the coming quarters....
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Wow..didn't know Padini shirts were selling like goreng pisang panas.

Cubalagi
post Feb 24 2022, 10:38 PM

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QUOTE(miyakochan89 @ Feb 24 2022, 10:18 PM)
Hey guys, I’m using itrade cimb. I sold some shares yesterday and today I don’t see the money in my account. I don’t remember that it will take such a long time to come in? It’s supposed to be instant?? And yes the order is filled. The share is not longer in my portfolio.
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If u sell yesterday (Wednesday), the cash will come in tomorrow (Friday).

This is called T+2 settlement.



Cubalagi
post Mar 7 2022, 03:40 PM

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QUOTE(Davidtcf @ Mar 7 2022, 11:57 AM)
My SG REITs steady wor.. sometimes got up and down a bit. But today check unrealized gain all up in green. Started invest in them few months ago.
At the same time can get 4-5% dividend + got growth. Waiting for SGD to go up also. Win-win for me.
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MYR strengthen vs SGD. Now 3.06.

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