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 STOCK MARKET DISCUSSION V150

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Kar Weng
post Mar 8 2021, 10:31 AM

Kar Weng | Physiotherapist
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Serbadk broke its curse today surprisingly.
icemanfx
post Mar 8 2021, 10:32 AM

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QUOTE(oldmanbythegarden @ Mar 8 2021, 10:16 AM)
Is anyone familiar with the company listed in Hong Kong?
Due to inherit from a family member who passed away, I need to change the name from his to mine.

I just receive the Will and also the Msia court document (probet), I not sure where to go from here.
*
Consult your lawyer.

Kar Weng
post Mar 8 2021, 10:32 AM

Kar Weng | Physiotherapist
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Joined: Apr 2014


QUOTE(howyoulikethat @ Mar 8 2021, 10:17 AM)
Morning folks. Since a few forumers here are in KGB, I'd like to hear your reasons on whether you cut or hold? 

My reasons for KGB are as follows:
1. Assuming chip shortage is real, (rumours that TSMC has surplus capacity) semicon factories need KGB's service. New suzhou factory might handle more contracts in China, amidst Made in China 2025 policy & chip self-reliance.
2. Next financial year would probably be much better, due to low base in 2020.
3. Cash from operations increased to ATH.
4. Dry ice business improving.
5. Proxy to tech sector. (its business is engineering)
6. Track record of profitability & dividends.

My mistakes:
1. Given 50ma>200MA, buying the dip might be good, riding the uptrend.
2. With research reports written, & Aberdeen's entry, I figured that fundmanagers accumulated some shares, reducing liquidity. But I overlooked that Aberdeen previously FIFO in Aeon, resulting in volatile prices.
3. Share price rising too quickly since Dec, correction imminent.

Averaging down if KGB falls further. Holding to 2 years.
*
Great sharing. I’m still stuck at the 2.3* penthouse and I can no longer convince myself it’s for the long term. Thinking if I should heavily average down at 1.8x or not. What’s your ideal price to average down?
Kar Weng
post Mar 8 2021, 10:34 AM

Kar Weng | Physiotherapist
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840 posts

Joined: Apr 2014


QUOTE(oldmanbythegarden @ Mar 8 2021, 10:16 AM)
Is anyone familiar with the company listed in Hong Kong?
Due to inherit from a family member who passed away, I need to change the name from his to mine.

I just receive the Will and also the Msia court document (probet), I not sure where to go from here.
*
That seems like a legal matter you might not find it suitable to ask in a lowyat forum thread.
Deathscythe@@
post Mar 8 2021, 10:36 AM

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QUOTE(Kar Weng @ Mar 8 2021, 10:31 AM)
Serbadk broke its curse today surprisingly.
*
Yes, seems quite positive now rclxms.gif
Kar Weng
post Mar 8 2021, 10:36 AM

Kar Weng | Physiotherapist
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QUOTE(ChAOoz @ Mar 8 2021, 10:28 AM)
Today is a good day for long term investors. Traders not so. Blue chips slowly inching upwards.
*
Adrenaline rush for the diamond hands.
oldmanbythegarden P
post Mar 8 2021, 10:40 AM

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QUOTE(icemanfx @ Mar 8 2021, 10:32 AM)
Consult your lawyer.
*
QUOTE(Kar Weng @ Mar 8 2021, 10:34 AM)
That seems like a legal matter you might not find it suitable to ask in a lowyat forum thread.
*
I did, most of them have no idea. Perhaps this is not common at all.

I am also still awaiting a reply from Hong Kong side.
That is why I try to find anyone with similar experience on this who can share with me.

Thanks
Cubalagi
post Mar 8 2021, 10:40 AM

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QUOTE(ChAOoz @ Mar 8 2021, 10:28 AM)
Today is a good day for long term investors. Traders not so. Blue chips slowly inching upwards.
*
Stock market is a device for transferring wealth from the impatient to the patient.- Warren Buffet.
icemanfx
post Mar 8 2021, 10:42 AM

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QUOTE(howyoulikethat @ Mar 8 2021, 10:17 AM)
Morning folks. Since a few forumers here are in KGB, I'd like to hear your reasons on whether you cut or hold? 

My reasons for KGB are as follows:
1. Assuming chip shortage is real, (rumours that TSMC has surplus capacity) semicon factories need KGB's service. New suzhou factory might handle more contracts in China, amidst Made in China 2025 policy & chip self-reliance.
2. Next financial year would probably be much better, due to low base in 2020.
3. Cash from operations increased to ATH.
4. Dry ice business improving.
5. Proxy to tech sector. (its business is engineering)
6. Track record of profitability & dividends.

My mistakes:
1. Given 50ma>200MA, buying the dip might be good, riding the uptrend.
2. With research reports written, & Aberdeen's entry, I figured that fundmanagers accumulated some shares, reducing liquidity. But I overlooked that Aberdeen previously FIFO in Aeon, resulting in volatile prices.
3. Share price rising too quickly since Dec, correction imminent.

Averaging down if KGB falls further. Holding to 2 years.
*
gas supply to semicon factory is under long term contract, price won't change with chip demand.

ChAOoz
post Mar 8 2021, 10:43 AM

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QUOTE(icemanfx @ Mar 8 2021, 10:42 AM)
gas supply to semicon factory is under long term contract, price won't change with chip demand.
*
The money is in building the delivery system ma friend. Not the supply of the gas.

They are all punting for new factory works for new construction tender.
SUSEBBattlefield
post Mar 8 2021, 10:44 AM

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QUOTE(zstan @ Mar 8 2021, 10:28 AM)
park low meaning?

some may consider maybank to be expensive now with all the PE stuff
*
ya, i consider 8 as ideal price now, but it keeps climbing...
scared missed train sad.gif
theberry
post Mar 8 2021, 10:44 AM

OK!
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QUOTE(anakMY @ Mar 8 2021, 10:21 AM)
lol daddy, sounds like sugar daddy. but unker memang a great trader.
*
Lol, fyi, daddy is 40 late years old. laugh.gif


skty
post Mar 8 2021, 10:46 AM

There is only one thing I know. That is I know nothing.
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From: Klang/Shah Alam


QUOTE(howyoulikethat @ Mar 8 2021, 10:17 AM)
Morning folks. Since a few forumers here are in KGB, I'd like to hear your reasons on whether you cut or hold? 

My reasons for KGB are as follows:
1. Assuming chip shortage is real, (rumours that TSMC has surplus capacity) semicon factories need KGB's service. New suzhou factory might handle more contracts in China, amidst Made in China 2025 policy & chip self-reliance.
2. Next financial year would probably be much better, due to low base in 2020.
3. Cash from operations increased to ATH.
4. Dry ice business improving.
5. Proxy to tech sector. (its business is engineering)
6. Track record of profitability & dividends.

My mistakes:
1. Given 50ma>200MA, buying the dip might be good, riding the uptrend.
2. With research reports written, & Aberdeen's entry, I figured that fundmanagers accumulated some shares, reducing liquidity. But I overlooked that Aberdeen previously FIFO in Aeon, resulting in volatile prices.
3. Share price rising too quickly since Dec, correction imminent.

Averaging down if KGB falls further. Holding to 2 years.
*
thumbsup.gif

andrekua2
post Mar 8 2021, 10:50 AM

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It seems like many are trapped inside kgb...
angkhian
post Mar 8 2021, 10:52 AM

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QUOTE(andrekua2 @ Mar 8 2021, 10:50 AM)
It seems like many are trapped inside kgb...
*
Trapped is very negative leh.
SUSlowya
post Mar 8 2021, 10:54 AM

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zstan
post Mar 8 2021, 10:56 AM

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QUOTE(EBBattlefield @ Mar 8 2021, 10:44 AM)
ya, i consider 8 as ideal price now, but it keeps climbing...
scared missed train  sad.gif
*
it will only go up higher from now on. cool2.gif maybe until ex date it will drop. see when u wanna enter lor
AVFAN
post Mar 8 2021, 11:07 AM

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QUOTE(angkhian @ Mar 8 2021, 10:52 AM)
Trapped is very negative leh.
*
QUOTE(Vanguard 2015 @ Mar 8 2021, 10:13 AM)
On a serious note, I am cutting loss on KGB and VSTEC.
*
so fast cutting KGB?

seems to be recovering!

2 more cents, i will get 300gm of wagyu. tongue.gif


Taikor.Taikun
post Mar 8 2021, 11:07 AM

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QUOTE(ChAOoz @ Mar 8 2021, 10:28 AM)
Today is a good day for long term investors. Traders not so. Blue chips slowly inching upwards.
*
My GenM is recovering well. Huge capital there
skty
post Mar 8 2021, 11:09 AM

There is only one thing I know. That is I know nothing.
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QUOTE(lowya @ Mar 8 2021, 10:54 AM)
| 1 | PRG |
*
any good news? smile.gif

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