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 STOCK MARKET DISCUSSION V150

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squarepilot
post Oct 13 2021, 05:07 PM

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QUOTE(billy_overheat @ Oct 13 2021, 04:35 PM)

if one bets using only the inflation theme, isn't it a bit hard to catch the stocks?

let say, o&g, even during 70 - 80 usd climb, our stocks don't really follow until the recent days

laugh.gif

user posted image

a more closely related one is armada

user posted image

lai lai share some ideas, i'm a bit chicken head now looking here and there x tau ada apa  laugh.gif
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Hibiscus has agreed to but rapsol, so on this deal, it's a double edge sword for them. win big or go home broke brows.gif laugh.gif

Armada i would avoid because of it's founder.

if you think palm oil and timber will perfom well, maybe you want look at TAANN or WTK. TA ANN is safer because it does report a more consistancy on it's profit. while WTK will be a nice bet for a nice good swing recovery play
squarepilot
post Oct 20 2021, 10:30 AM

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this MQ does it again, being the party spoiler for oil palm industries.

Again so coincidentally they are going to lose their leverage on their call warrant?

For every call warrant they issues, I believed they had already bought the warrant mother share. Things will go sour against them when their warrant premium is getting into "in the money"

Oh.. Just because KLK is out of money, so they saja recommend this one.

KLK has upstream and downstream. Yes I agree. The full picture? I doubt so

The fact they conveying is correct, but I doubt their true motives.

This post has been edited by squarepilot: Oct 20 2021, 10:34 AM
squarepilot
post Oct 20 2021, 11:50 AM

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QUOTE(Cubalagi @ Oct 20 2021, 11:41 AM)
Normally no actually.

Warrant issuers try to keep their holdi gongs as small as possible. They don't buy first n then issue. They buy when the warrants sells.
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Yes. this is correct. usually advantages is always on their side until... when the gearing ratio of warrant does not favors them anymore (mother share price increased out of the expected range)

they will have 2 options after that.
1. issue new warrant to entice retail and goreng some nice story out
2. write a new 180 degree story

anyhow, those who chased high are the victims

we have already seen it during the gloves boom. too bad many retail did a very big mistake by buying new warrant issued by them when the price is already trading at a very high price, or not cutting loss

This post has been edited by squarepilot: Oct 20 2021, 11:55 AM
squarepilot
post Oct 20 2021, 12:00 PM

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you see, 2 sides of coin
1. if one think palm oil price is going to continue to stay high for the next few quarters, why bother the report?

2. if one think that palm oil price is going to retrace to range of RM2000 RM3000. better get out now whistling.gif

ESG concern? with shortage of coal, what happen to the ESG against them? laugh.gif
squarepilot
post Oct 21 2021, 09:00 AM

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QUOTE(Boon3 @ Oct 21 2021, 08:51 AM)
Gave it a look... but I am in the opinion that perhaps it's better not to be too gung ho with this stock at the moment.
As it is, it's a toss up between distribution and consolidation....
perhaps a much safer bet is to watch the breakout of 6... because I cannot rule out the possibility of the stock sliding down....

yea.. this is where some would differ and say... buy now if tak jati potong at 5 sixties....wink.gif
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with the current volatility, 5 sixties can be hit anytime
squarepilot
post Oct 23 2021, 11:20 PM

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QUOTE(howyoulikethat @ Oct 23 2021, 04:15 PM)
what do you all think of FP group? What is laser stencil? It's an industrial manufacturing stock, not a semicon play right?
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Stencil is used in surface mount technology. It means they are one of a vendor for back end semicon industry.

It belongs into semicon industry chain

This post has been edited by squarepilot: Oct 23 2021, 11:20 PM
squarepilot
post Oct 25 2021, 07:37 PM

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Reminds me of heveaboard
Cimb analyst did know some insider info faster than us
That's make the price move ahead of its fundemental
squarepilot
post Oct 27 2021, 11:04 AM

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Market is so calm.

With the building material cost increased tremendously, it is better to invest in REITs?
squarepilot
post Oct 27 2021, 02:24 PM

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QUOTE(zstan @ Oct 27 2021, 02:19 PM)
Hope nobody holding SCIB sweat.gif
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the bursatech100 guy

not sure whether he is still holding or not
squarepilot
post Oct 29 2021, 09:20 AM

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That's it. Amazon and Apple result did not meet expectation.

It's a big and clear signal. Isn't it?
squarepilot
post Oct 29 2021, 10:53 AM

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QUOTE(Duckies @ Oct 29 2021, 10:49 AM)
DPIH is in my watchlist as well. What do you think about this company?
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It has to expand to overseas market or else… where to find growth?
squarepilot
post Oct 31 2021, 10:29 AM

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QUOTE(dumbinvestor @ Oct 30 2021, 05:43 PM)
if I have only 10k usd, how much will I get if I buy tesla now for 1k per stock? 10k * 2? so I double my 10k?

so the point isn't about tesla or another hot stock, it's always about how much capital you have no?
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Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it - Albert


squarepilot
post Oct 31 2021, 01:08 PM

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Should have just re introduce GST for goodness sake. Our country is already ready for it
squarepilot
post Nov 1 2021, 08:59 AM

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QUOTE(airtawarian @ Nov 1 2021, 08:45 AM)
You Must be losing touch with the ground. Ordinary folks in rural are not ready Even urban poors as well Unlike us
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only 500k revenue and above are required for GST. we must strike balance of for overall
squarepilot
post Nov 1 2021, 11:42 AM

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Rumours saying it wil be venturing into EV business like that genetec did.

Genetec was the successful one. Who knows where EPMB will follow? Or just being a pump and dump stock?
squarepilot
post Nov 1 2021, 11:44 AM

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QUOTE(zstan @ Nov 1 2021, 11:18 AM)
meltdown today after the windfall tax. surprised Maybank tanking well laugh.gif
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Bursa is the biggest loser
Basically they just starting to nail the coffin, final nail not implement yet
squarepilot
post Nov 1 2021, 12:43 PM

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QUOTE(zstan @ Nov 1 2021, 11:49 AM)
best time to buy banks now.
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There is 2 very big elephant in the room which is not being addressed yet

QUOTE(jianwei90 @ Nov 1 2021, 11:49 AM)
0.15% stamp duty with no capping is too steep.. haha does the government know what they r doing, they may end up collecting less stamp duty with lesser transaction
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They are trying very hard to win majority Votes

QUOTE(Boon3 @ Nov 1 2021, 12:28 PM)
laugh.gif

Is okay la. So far, the market reaction is as expected.

Well, the budget 'still' needs to be 'debated'.... so here's to hoping that there are some logic left after the recent 'tin' debacle....  doh.gif
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“As you know, madness is like gravity...all it takes is a little push.”

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squarepilot
post Nov 2 2021, 12:02 PM

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QUOTE(HereToLearn @ Nov 2 2021, 11:03 AM)
Tech hit 100. Congrats lauwenhan
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i would had anticipated it but never expect it to hit so soon biggrin.gif

yeah. that guy... tech he got it right, but steel on other hand.. not yet rclxs0.gif
squarepilot
post Nov 2 2021, 01:36 PM

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QUOTE(Brico @ Nov 2 2021, 01:28 PM)
Hi, curious to now what is meant by 'Tech hits 100'. is this an index on bursa or something else?
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Bursa Technology Index
squarepilot
post Nov 2 2021, 03:06 PM

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QUOTE(Boon3 @ Nov 2 2021, 03:00 PM)
just for reference... as Harta released its numbers...

user posted image
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The 33 percent decline due to lower ASP is not entirely correct.

Production output decreases too due to lockdown and also 60 percent workforce limitation. 60 percent can just ignore as it is the maintained SOP even before the lockdown

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