If its a supercycle, it will be multi year bull, why hold less than a year?

Can anyone tell me why is pbb share price is beaten down vs maybank vs cimb?

Is it a buy opportunity?

To me hibiscus has the biggest upside, that's why i go for it now after the latest tax saga has finalized.

Yinson is on my watchlist but still too pricey for me preference. As for dialog i always consider they are more of a midstream player. Dialog is a good defensive hedge for O&G, as they are resilient during a oil price downturn but not so much potential if oil turn out to have high demand

Cause my real interest is still in tech cycle, especially VR and in some aspect AI (waiting for the current hype to fizzle out first, like the initial VR/AR hype)

I do hope that market will quickly price in / price forward the expected commodity super cycle so I can ride at least half of the uptrend and sell out, and use the money to rotate into tech which hopefully will still be undervalued or still in correction territory.

US is trying very hard to cool down demand. they don't want china to have chances of economic recovery at the same time trying to tame russia export

i am not pro china but US really working against us

at this juncture, it is very hard to predict the economy movement

Personally I think its very hard to time sectors like this.

Friday again. Red or green tomorrow I wonder ?

New question:

A stock has a dividend ex-date on this coming 13 March (Monday)

If i currently am holding some shares and put a sell order over the weekend (since they are non trading days), will I still be entitled to the dividend if my order is matched on Monday?

This post has been edited by RigerZ: Mar 11 2023, 03:27 PM

yes you do.

ie mbb today close 8.70
div 30 cent
monday open 8.40

This post has been edited by greyPJ: Mar 10 2023, 09:53 PM

If this is an exam question, I will answer No.
An order is an order: it's not a done deal. The deal was done on Monday which is the ex-date. To receive the upcoming dividend, one must buy the share before the ex date.

He bought before, he will SELL on ex. He should get the dividends. The buyer wont get.

So even if I placed the order before the ex-date?

Its the matching that matters.

Maybe because of the founder's death but tbh, the company's fundamentals are still intact. It could just be market fluctuations.



for the past one year looks like mbb and pbb are pretty much in tandem, cimb seems the odd one out

and the below is HLeBroking views on the 3 banks:





This post has been edited by jojojoget: Mar 12 2023, 11:35 AM

Obviously mflour haha

why bursa pandalela this morning?

the handling of tan sri 23% stake is still uncertain, stock market dont like uncertainty. once got clear direction price will recover

thanks!

banks dropping price

More to go?

I'm waiting a nice entry for Pchem and UWC