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 STOCK MARKET DISCUSSION V150

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Krv23490
post Nov 10 2020, 03:01 PM

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QUOTE(lauwenhan @ Nov 10 2020, 02:52 PM)
Because Malaysian semiconductor companies focus more on ATE and EMS which put us in the lower end of the value chain. These companies provide business and are contract manufacturers to bigger players in Taiwan, China and US. It is growing at an expected pace as demand in chips increases (higher demand in electronic devices). TSM they make their own chips and they’re at the highest level of value chain. 7nm/5nm. AMD is big on marketing and is close to securing a duopoly in the graphics card industry and as Intel loses its competitive edge. (And now they’re trying to outsource and like AMD their chips to be manufactured by partner foundry) TSM biggest in manufacturing AMD biggest in marketing. Malaysian semiconductor companies sure are not capable of such growth opportunities.

This is my educated guess. Quit being condescending and cherrypick words from my sentence as a form of argument. Do I have to word every sentence like I’m writing a peer-reviewed article.
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exactly why i laughed bro.. VALUE CHAIN as brother Chaooz mentioned above.. we are not even competing with them.. most of the companies are doing well BECAUSE of them..nothing to do with AMD's (AMD shareholder here) marketing or duoply etc.. i am not condescending and cherrypicking.. i am just questioning your understanding..

Malaysian listed semi companies are not even in the business of AMD, TSM as u mentioned.. we cant expect Frontken to beat TSM/AMD because those are their clients..




Yes my NIO is allright thanks for asking.. only small amount though, scared to enter near ATHs.. not to fomo as already made some pocket money selling Puts on them ..

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Krv23490
post Nov 11 2020, 10:04 AM

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QUOTE(icemanfx @ Nov 11 2020, 09:55 AM)
Price drop >20% is crash.
If retailers buy in unison, price will rise.
There are always two sides to a coin/trade.
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Last friday retail net sellers but price rise wor... how ?
Krv23490
post Nov 11 2020, 03:23 PM

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QUOTE(Syie9^_^ @ Nov 11 2020, 03:21 PM)
market so boring...haihs
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AT not boring at all
Krv23490
post Nov 12 2020, 08:38 AM

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QUOTE(ChAOoz @ Nov 12 2020, 01:16 AM)
Looking at alibaba and jd.com number can see consumer spending appetite is still damm strong which is very reassuring.

Looking forward to year end black friday shopping season as another catalyst to propel consumer tech past their current valuations. Sit tight and hang on.
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QUOTE(icemanfx @ Nov 12 2020, 05:17 AM)
Leverage amplify profits as well as losses.
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Is it ? /s


QUOTE(yehlai @ Nov 12 2020, 07:18 AM)
Alibaba and Tencent is good buy now
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I picked up some BABA too.. jack ma Vs CCP
Krv23490
post Nov 12 2020, 09:11 AM

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QUOTE(anilin @ Nov 12 2020, 09:09 AM)
CIMB Itrade Hang again???
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yeap, thats what i heard
Krv23490
post Nov 12 2020, 12:25 PM

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QUOTE(ChAOoz @ Nov 12 2020, 12:14 PM)
It's very fun in a bull market. You should join  innocent.gif

On another note, treasury yield is rising again. So this probably would mean stock market will be flush with liquidity.

After that it will be inflation and rising rate. After that probably debt interest shock and so on  rclxub.gif

Hard to peer too far into the future.
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as a student of some economic thingy , he can only be bearish..

and to find out who swims naked later when tide go holland

but his theory only based on lowyat forum.. so quite bad student.. sohai

This post has been edited by Krv23490: Nov 12 2020, 12:26 PM
Krv23490
post Nov 12 2020, 06:50 PM

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QUOTE(nauticat99 @ Nov 12 2020, 06:32 PM)
Haha...Dpharma results out. PAT14M, QoQ -4.09%, YoY -4.93%.
Share price way overvalue
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Considered to be ok lor, not really.affected by mco etc , epf got buy here and there... Premium given due to duopoly and vaccine prospect
Krv23490
post Nov 13 2020, 09:55 AM

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QUOTE(mujinkun @ Nov 13 2020, 09:43 AM)
Dear All Malaysian.

Please goreng Opensys.

Reguards
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Dear mujinkun,

How bout no

Reguards
Krv23490
post Nov 13 2020, 10:16 AM

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QUOTE(mujinkun @ Nov 13 2020, 10:11 AM)
Need extra money to purchase notebook for my childrens.
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Stocks should be your 'f*** you' money.. meaning your cash to splurge/entertainment money .. if lose all you dont lose sleep
Krv23490
post Nov 13 2020, 10:59 AM

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QUOTE(icemanfx @ Nov 13 2020, 10:50 AM)
Share buy back could be a early indicator of forward price; depending on which side of coin, one is viewing from.
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so you are saying price go up OR down...?

study so hard to come to this ah ?
Krv23490
post Nov 13 2020, 11:04 AM

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QUOTE(Duckies @ Nov 13 2020, 11:03 AM)
Sigh....exactly. Please don't ask iceman anything. All he does is give repetitive answers without useful information.
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he and lauwenhan is my entertainment in this thread.
Krv23490
post Nov 13 2020, 11:22 AM

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QUOTE(icemanfx @ Nov 13 2020, 11:11 AM)
No matter how one tried to twist, turn, flip, etc facts still remain facts.
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There are always two sides to a coin/trade/debate, etc. you see what you want to see. only after the tide turned will tell who was swimming naked.

Krv23490
post Nov 13 2020, 04:21 PM

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QUOTE(icemanfx @ Nov 13 2020, 04:08 PM)
Syndicates already bought and ready to sell, the reason of hype.
Herd behaviour; herd goes where money to be made even crossing croc infested waters.
Still have people believe them is more insanity.
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The market is on a random walk in the short term
Krv23490
post Nov 13 2020, 08:47 PM

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QUOTE(icemanfx @ Nov 13 2020, 07:58 PM)
Same can be said to some having honourific title chairman of plc.
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QUOTE(icemanfx @ Nov 13 2020, 07:59 PM)
The herd is blinded by greed. For reasons, they will end up in either slaughterhouse or over the cliff.
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QUOTE(icemanfx @ Nov 13 2020, 08:02 PM)
A rising tide lifts all boats.
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QUOTE(icemanfx @ Nov 13 2020, 08:03 PM)
If retailers could take profit so could CEO of plc.
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fuh.. 4* posts in a row... all you peasants should be paying for his insightful knowledge..

use quote only easy, or you really want to reach all time high for post count

This post has been edited by Krv23490: Nov 13 2020, 08:48 PM
Krv23490
post Nov 13 2020, 08:58 PM

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QUOTE(icemanfx @ Nov 13 2020, 08:55 PM)
What's matter with post count?  It doesn't has any value.
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correct, just like your posts... rclxms.gif rclxms.gif rclxms.gif
Krv23490
post Nov 13 2020, 09:02 PM

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QUOTE(icemanfx @ Nov 13 2020, 09:02 PM)
And you replied.
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as i said, my entertainment smile.gif
Krv23490
post Nov 14 2020, 02:56 PM

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QUOTE(icemanfx @ Nov 14 2020, 02:22 PM)
Time is not here yet.
Where and when there is easy money to make, many will join the bandwagon. For plc owners, more could be made from rise in share price; profit from gloves production is secondary.
Herd members are excited and motivated by good and promising news.
Adrenaline rush is addictive; those experienced want more.
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QUOTE(icemanfx @ Nov 14 2020, 02:32 PM)
Share price is forward looking.
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Market is on a random walk in the short term
Krv23490
post Nov 14 2020, 07:29 PM

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QUOTE(icemanfx @ Nov 14 2020, 07:19 PM)
In the u.s, plc executives dispose their stock at arms length under compliance supervision. understand he queued for stock disposal before news announcement.  if he needs money for other opportunity or other needs, there is nothing wrong to liquidate his stock like some gloves owners here via shares buy back.

most fund managers and #ddtg trust u.s company and news more than russian. there is nothing wrong for you or anyone to react to russian and chinese news.

chinese vaccine is available for a few months and has vaccinated a few hundred thousands people already.
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What do you mean when you say liquidate their stock via SBB ?
Krv23490
post Nov 14 2020, 10:32 PM

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QUOTE(icemanfx @ Nov 14 2020, 07:19 PM)

if he needs money for other opportunity or other needs, there is nothing wrong to liquidate his stock like some gloves owners here via shares buy back.

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QUOTE(icemanfx @ Nov 14 2020, 07:48 PM)
You could interpret any way you wish.
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Let me pick your brain

1) How does a substantial shareholder liquidate his stock via shares buy back which is acquired from open market?

2) If a substantial shareholder transfers , disposes and acquires shares, it will be a filing with bursa no ?

Mind sharing your expertise and your interpretation ? unless you are just simply saying ?
Krv23490
post Nov 14 2020, 10:40 PM

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QUOTE(icemanfx @ Nov 14 2020, 10:35 PM)
I am only a student, better for you to ask your i.b friends.
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LOL .. ladies and gentlemen, presenting icemanfx.. i want to learn something new but tak boleh.. anyone else can share with me how substantial shareholder can sell his holdings via company's share buyback without us knowing ?



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