yes I alert many time but I think you misunderstood.

I am trying to say May will have a melt-up but it will be very volatile and short period (maybe 1-2 months).

I will exit my short position before May.

I am looking at DJI 34000 (very conservative figure) after May.

After that in 2H2021, if those greedy still playing tikam according to trend, they might get stuck for who know, maybe 10 years?


the SMIC is just a rumour.

those who know the company know they never get the contract all the while, but they still continue to buy the share, what this tell you?

I cannot advise you what to do but for me, I am looking for the price to stabilize to add on my position.

I do that because I got a target and I have my plan to achieve that. I don't know about you. What's your plan?

Aberdeen may continue to sell.

This post has been edited by skty: Mar 5 2021, 10:15 AM

SMIC contribute a big chunk to KGB FY20 earnings..... how many actually looked at their full annual report i mean like their 50%+ revenue base.

MI UWC look like good bargain, but will it continue the downtrend? Hmm...

The good part about KGB is micron and Lam Research is still going strong. Both is about to complete their plant construction in Penang.

If there is further expansion, i believe KGB will be a benefactor. Anway RM1.80 seemed reasonable, see you guys one day if got chance !

Edit: Oh yeah FY20 is really good for KGB, as they complete a few big plant handover. Due to the pandemic hitting, there is less plant expansion going into FY21, but i hope they still do as well.

This post has been edited by ChAOoz: Mar 5 2021, 10:25 AM

Be careful with "tech stocks", seems like it is not in trend anymore. Don't catch the falling knife

kgb was likely another pump and dump operation.

new plant take time to generate cash flow.

Oh no la the plant i mentioned is they build for people one. They are one of the contractors to do gas delivery system.

Well i can't say pump and dump. I would say opportunistic sharks. Sexy story, good results, high order books. Sounds like a pretty nice combo right ?

Also company fundamentals not really bad, just expensive. They really milk it kau kau.

Given inflation rate and US market going bad, what do you guys thing about commodities? Steel, copper, gold...bitcoin?

bond yields, int rates go up + inflation fears....

energy, gold will be back in play?

so, get ready for poh kong and tomei... again?!!

Or NICE?

With this thought on mind...I am looking at PMETAL

This post has been edited by Duckies: Mar 5 2021, 10:36 AM

See copper prices, someone already trying to do something with it locally

Sorry to disagree with you on tech. I think Msia tech got bashed coz Nasdaq kena whacked after Powell yesterday. Anyway, a correction is overdue for techs. I believe tech will recover, much like how gloves recovered last year after fears of windfall tax.

If Mr Market believed in glove shortage story last year, it might believe in chip shortage story this year.

I may be wrong.

That's the right term based on what I saw on Simply Wall St yesterday.
It's not bad. It's just expensive for it's current valuation.

I think sometime temperament plays an important role in stock picking.

You will see scenario keep repeating but with different counters. icemanfx maybe your psychoanalysis or something want to add to this ?

I can see the one liner response now.

https://klse.i3investor.com/blogs/hhe/2021-..._March_2021.jsp

Feng Shui investing also calling sell in March and buy in May. hahahahaha. LMAO!

now is era of "trend" investing?

Bargain time for TECH

Can rest few months then get active again

amazing la, how quickly market sentiments change.

just a couple weeks ago everyone was saying tech is amazing, malaysia tech companies have bright future, must keep buying, then see now? gone were the days of RM6.6 Greatec. don't know when will go back to that level