STOCK MARKET DISCUSSION V150
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 Sep 4 2020, 03:35 PM
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#61
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Junior Member
368 posts Joined: Mar 2009 
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I'm gonna wait next week to see how the sentiment is before putting more into SPMX or TG. at the moment it looks like other gloves are going down to be in line with SPMX and TG instead of the other way around...
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Sep 7 2020, 08:54 AM
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#62
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Junior Member
368 posts Joined: Mar 2009
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nothing to see here
This post has been edited by B@rt: Sep 7 2020, 08:57 AM |
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Sep 7 2020, 03:50 PM
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#63
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Junior Member
368 posts Joined: Mar 2009
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when shareholders get the spmx bonus shares tomorrow there may be another round of selling...
Sigh... 17 Sept cannot come sooner.... BTW interesting article on the Edge today about the connection between FINTEC, LAMBO and Focus Dynamic https://www.theedgemarkets.com/article/cove...4-billion-stock This post has been edited by B@rt: Sep 7 2020, 03:51 PM |
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Sep 8 2020, 10:39 AM
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#64
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Junior Member
368 posts Joined: Mar 2009
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Question, do you think an MCO scenario in Malaysia will swing the gloves to green?
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Sep 8 2020, 03:56 PM
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#65
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Junior Member
368 posts Joined: Mar 2009
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this now I added a bit of TG at 7.62... fuh now back up to 7.84
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Sep 8 2020, 04:10 PM
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#66
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(lowya @ Sep 8 2020, 04:01 PM) so impatience? just 1-2 days wait for QR. I thought earliest also TG's QR come out next week? |
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Sep 8 2020, 04:14 PM
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#67
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(bronkos @ Sep 8 2020, 04:10 PM) If it gets back to early morning prices means this whole day drop was staged by syndicates. I'm thinking... if you can't fight em... join them...  Since they like to play TG shares then should also join the ride and everyday wait until buy low then 1-2 hours later sell high |
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Sep 9 2020, 11:46 AM
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#68
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Junior Member
368 posts Joined: Mar 2009
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I also cannot tahan adi sold my TG shares and see how next week. Don't see a catalyst to change the direction of the market this week. This post has been edited by B@rt: Sep 9 2020, 11:47 AM yehlai liked this post
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Sep 9 2020, 01:03 PM
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#69
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(ComingBackSoon @ Sep 9 2020, 12:49 PM) Don't think any amount of profit they report will help. Expectation was sky high, and too many sellers want to get out of the game. Probably will only gap up for 5 minutes then back to red. If they report anything less than 800m, it will trigger a severe panic sell. Maybe if TG gives a SUPER nice dividend can bounce back? Anyway I think TG is not doing enough PR to save its share price. If they want to turn it around they have to engage a PR agency to feed the press with their good news everyday in order to change local retailers sentiment. At the moment the local retailers like myself are leaving the stock market due to the following reasons:I'm expecting my money to be stuck for a long long time before I can see green again. No more catalyst already in the the near future. - moratorium money leaving the market - foreign funds leaving since 2-3 months ago - poor market sentiment due to worsening economy and unemployment rise - blue chip stocks like bank stocks impacted due to expected credit loss after moratorium, OPR cuts - vaccine news : when got good vaccine news gloves go down and drag the market down. bad vaccine news market go down because of fears and this drags down gloves. - US tech stocks go down causing Asian stocks to follow. - unstable government and questionable acts, eg 1MDB case settlement, LGE issue - local Covid-19 cases rising Any other reasons I missed? This post has been edited by B@rt: Sep 9 2020, 01:07 PM HereToLearn liked this post
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Sep 9 2020, 02:08 PM
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#70
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(skty @ Sep 9 2020, 01:55 PM) I want to highlight a few points here. I think nobody is disputing this. Its just in the current environment whether I want to hold and risk further drop in my investment with the hope it goes back up or cut loss expecting it to drop further and then buy back when sentiment is not so bad.for those who think the glove is a bubble, have you consider the following: 1) new factory/supply expansion by new player - have you consider the technology that they use, the expertise that they have, whether they can produce 2.5g glove? If cannot, they only can produce heavier glove, is it cost efficient in material wise? 2) new factory/supply expansion by new player - have you consider where can they buy their material? current nitrile latex material from Taiwan and Korea is fully booked and the capacity expansion will take a longer time than expand of glove production line. So to get order for the material, do those new players need to pay spot order price? 3) ASP normalization - have you consider when will the ASP normalize? If you don't want to invest in glove purely due to price is rising due to Covid-19 cycle, then you should not invest in all other cyclical stock as well. Because all will normalized after the peak. 4) Profit - instead of thinking their profit unable to sustain forever, have you think what those companies can do with the cash on hand now? From an in-debt company turned into a nett positive cash company in just 6 months, as a businessman, what can you do with the cash on hand? Can I use those cash on hand, throw price on the ASP, those new players can match? You still want to invest in those new players? 5) Vaccine - do you know what's the vaccine for? Have you consider the process a vaccine development need to undergo? Have you consider what's the percentage of the infected population vs the healthy population? To invest successfully in a business, you need to think like a businessman. That's the reason why WB keep stressing about circle of competent. If you don't want to study and do research, you will never know what those businesses are doing, how can you invest? HereToLearn liked this post
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Sep 9 2020, 02:47 PM
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#71
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(ZeroSOFInfinity @ Sep 9 2020, 02:34 PM) Very heavy rain in KL now... a sign of things to come later? Rain... I want to go home early to avoid the jam! kiyo16 liked this post
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Sep 9 2020, 05:04 PM
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#72
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(ry8128 @ Sep 9 2020, 04:58 PM) If the only casualty now is gloves, this is good news for glove holders. Meaning it should rebound. I'll be there when it rebounds! |
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Sep 9 2020, 05:07 PM
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#73
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(cucubud @ Sep 9 2020, 05:04 PM) What is their exercise price for the ESOS? Wall of text inside» Click to show Spoiler - click again to hide... « |
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Sep 9 2020, 05:20 PM
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#74
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(MakNok @ Sep 9 2020, 05:13 PM) i read got 6 ESOS yikes, if I was 1 of those getting the shares, you can bet I'd sell asap...(1) 542,600 at RM 1.54 (2) 1,767,100 at RM 1.57 (3) 1,829,700 at RM 1.63 (4) 419,600 at RM 1.69 (5) 677,700 at RM 3.30 (6) 900 at RM 4.25 |
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Sep 9 2020, 05:46 PM
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#75
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(ComingBackSoon @ Sep 9 2020, 05:25 PM) Anyone familiar with Bursa rules? Are employees allowed to sell at this period? Only Directors, Senior Management and key staff who are in the know of the financial results are not allowed to deal in closed period. Based on my understanding, it should be closed period now, at least until the QR is released. Other lower level employees should be no problem. This post has been edited by B@rt: Sep 9 2020, 05:47 PM |
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Sep 9 2020, 11:24 PM
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#76
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(yehlai @ Sep 9 2020, 11:22 PM) DJ NASDAQ start fall again They also got 10am, 11am and 4pm shows? |
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Sep 10 2020, 10:51 AM
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#77
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(tehoice @ Sep 10 2020, 10:38 AM) when it is down, isn't it time to collect? I am waiting for the lowest point to go back in. see how next weekcoming from a value investor point of view. |
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Sep 10 2020, 03:08 PM
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#78
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Junior Member
368 posts Joined: Mar 2009
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QUOTE(bronkos @ Sep 10 2020, 03:04 PM) nice, hope this will bring back some confidence in the market don't think so lah... impact is probably bank stocks don't go down worse today... |
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Sep 10 2020, 03:58 PM
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#79
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Junior Member
368 posts Joined: Mar 2009
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got 4pm show today?
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Sep 11 2020, 08:33 AM
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#80
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Junior Member
368 posts Joined: Mar 2009
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market so volatile unless you super expert at playing the day trading best to hold your cash tight tight instead of reinvesting so soon... I'm waiting for market sentiment to improve and at least half of the issues affecting the market below are resolved.
- moratorium money leaving the market - foreign funds leaving since 2-3 months ago - poor market sentiment due to worsening economy and unemployment rise - blue chip stocks like bank stocks impacted due to expected credit loss after moratorium - vaccine news : when got good vaccine news gloves go down and drag the market down. bad vaccine news market go down because of fears and this drags down gloves. - US tech stocks go down causing Asian stocks to follow. - unstable government and questionable acts, eg 1MDB case settlement, LGE issue - local Covid-19 cases rising Resolved - Sept OPR cut - BNM decided not to go ahead This post has been edited by B@rt: Sep 11 2020, 08:36 AM |
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