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 STOCK MARKET DISCUSSION V150

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Krv23490
post Oct 26 2020, 10:54 AM

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QUOTE(Bendan520 @ Oct 26 2020, 10:49 AM)
Aiks, I dumped and minimized my portfolio by half. Take small profits and small losses..

minimized my glove sectors to left comfort, though in deep red unrealized, I'm waiting for technical play.

current situation of political instability, I cut out all tech/semicons

except one legendary counter
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JFTECH !
Krv23490
post Oct 26 2020, 10:57 AM

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QUOTE(Bendan520 @ Oct 26 2020, 10:56 AM)
ya , i bought at 4.60s last friday... curious how reaction tmr
Krv23490
post Oct 26 2020, 11:27 AM

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QUOTE(skty @ Oct 26 2020, 11:10 AM)
I am queuing. Hopefully can get.  rclxm9.gif  icon_idea.gif
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queue what ? hehe
Krv23490
post Oct 26 2020, 02:37 PM

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JFTECH, sorry for caps, i just copy paste

PROPOSED BUSINESS COLLABORATION BETWEEN JF INTERNATIONAL SDN. BHD, HUBBLE
TECHNOLOGY INVESTMENT CO., LTD AND JFH TECHNOLOGY (KUNSHAN) CO., LTD (COLLECTIVELY
REFERRED TO AS THE “PARTIES”)

https://www.bursamalaysia.com/market_inform...?ann_id=3099332
Krv23490
post Oct 26 2020, 02:54 PM

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QUOTE(skty @ Oct 26 2020, 02:50 PM)
I have been waiting for this news for one year ever since Huawei sent their  team to visit JFTech.

Patience is gold.  rclxm9.gif
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Now lets see market reaction tmr !
Krv23490
post Oct 27 2020, 09:43 PM

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QUOTE(annoymous1234 @ Oct 27 2020, 09:03 PM)
how many of u are afraid of next week US election?
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no need scared! if got dip can buy, just keep a watchlist of counters you want to pick up for long term.. i remember when DT got elected.. that was a good wild ride .. of course i am not expecting it to be the same. but chances of volatility is there
Krv23490
post Oct 28 2020, 12:14 PM

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QUOTE(theberry @ Oct 28 2020, 11:42 AM)
Buy bank
Delete bursa app
After 5 years then look back
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Pretty sure someone did this for our banks and HSBC 5 years back too..
Krv23490
post Oct 28 2020, 12:22 PM

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QUOTE(icemanfx @ Oct 28 2020, 11:47 AM)
believe many tech stocks is largely held high by options, which is unsustainable.
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Short tech ! Hehe

QUOTE(ben3003 @ Oct 28 2020, 12:17 PM)
Then when they open today see drop, they buy again then close and 5yr later see lo
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Oh ok , so if Maybank -15% in 5 years still considered ok..thanks for advice !

But I put SPY 5 years up 60% , QQQ up 149%. Unfortunately I only put in few years ago in those ETFs

This post has been edited by Krv23490: Oct 28 2020, 12:25 PM
Krv23490
post Oct 28 2020, 02:37 PM

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QUOTE(ry8128 @ Oct 28 2020, 02:35 PM)
What happen to lctitan? Straight drop to 2 at opening.
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Lotte Chemical Titan 3Q net profit falls 13.7% to RM78.8m on lower revenue

first thing you should do is check annoucements bro !
Krv23490
post Oct 28 2020, 03:57 PM

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QUOTE(icemanfx @ Oct 28 2020, 03:53 PM)
Finished last friday lunch at 3.30pm, consumed 3 bottles of wine.
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WoW! my dream is to be like icemanfx !
Krv23490
post Oct 29 2020, 09:52 AM

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Riverstone and UG up near 4% in sgx
Krv23490
post Nov 2 2020, 09:32 AM

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QUOTE(Duckies @ Nov 2 2020, 09:29 AM)
Time to collect some
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what you shopping ? gloves ?
Krv23490
post Nov 2 2020, 11:32 AM

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QUOTE(AVFAN @ Nov 2 2020, 11:30 AM)
think u already know.

there are more bears than bulls here.

some very active super bears too -  everything will crash, everyday. laugh.gif
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its normal bro! when market is down, bears come out of cave... same goes the other way round, when market up, bulls happy lor.. sports betting also same.. election also
Krv23490
post Nov 2 2020, 12:08 PM

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QUOTE(AVFAN @ Nov 2 2020, 11:35 AM)
part time bears, that is ok.

but i wonder what are the super bears doing here everyday.

better go count currency notes under the mattress everyday - more fun, no?! laugh.gif
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QUOTE(icemanfx @ Nov 2 2020, 11:41 AM)
stock investment and trading are different species.
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no man, generally people like to 'prove' they are right ! Bull vs bear , trump vs biden , PH vs PN , Madrid vs Barcelona... normal la.. applies to both investors/traders, those who do not really care wont be emotionally affected... due your own dd and enjoy ! win or lose


Krv23490
post Nov 2 2020, 02:09 PM

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QUOTE(HereToLearn @ Nov 2 2020, 01:36 PM)
Nasdaq (growth) has up so damn much compared to value stocks. 2% drop is nothing. The performance disparity between value and growth is so huge that eventually there will be a shift to value.

A shift to value stocks "is increasingly likely over the next 12 months," said Eduardo Costa, who runs hedge fund Calixto Global Investors, LP.
https://www.theedgemarkets.com/article/big-...matter-who-wins
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Investing in US technology stocks has become a defensive play this year, according to Franklin Templeton Asset Management (M) Sdn Bhd CEO and country head Avinash Satwalekar.

He said investors tend to perceive US technology stocks as cyclical stocks that are volatile in earnings and share price performance. However, there is a change in such perception as many technology companies are in a much stronger financial position than the past. They have also been vital to maintaining economic activities amid the ongoing pandemic.


https://www.theedgemarkets.com/article/us-t...lay-says-expert

Not for or against.. but anyone can quote bull/bear
Krv23490
post Nov 2 2020, 02:15 PM

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QUOTE(theberry @ Nov 2 2020, 02:14 PM)
Why no china tech?
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i dont know.. i no analyst.. rclxms.gif
Krv23490
post Nov 2 2020, 10:50 PM

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QUOTE(lauwenhan @ Nov 2 2020, 10:46 PM)
Carepls/Rubberex directors kept selling shares and insider transactions. I am panicking now
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'kept selling' ? when was the last insider transaction ? your profit so big panic so fast ah... how many days in a row have they disposed ? or this only the first day ?

talking about carepls btw..

Krv23490
post Nov 3 2020, 02:43 PM

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China Power

user posted image
Krv23490
post Nov 4 2020, 10:36 AM

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Difficult to execute windfall tax on glove players, likely a one-off payment to govt, says CGS-CIMB

https://www.theedgemarkets.com/article/diff...vt-says-cgscimb
Krv23490
post Nov 4 2020, 10:47 AM

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QUOTE(icemanfx @ Nov 4 2020, 10:44 AM)
gomen could collect windfall tax quarterly even monthly based on revenue rather than net profit.
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We will see, my contacts in big 4 think otherwise..

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