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 STOCK MARKET DISCUSSION V150

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foofoosasa
post Jul 8 2020, 08:39 PM

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QUOTE(eric.tangps @ Jul 8 2020, 08:07 PM)
OPR reduce profit but then again Deposits Rate also drop in tandem.  With current climate, some would still stick to FD as first defence base.

After September, there is signs of further moratorium coming up to offset the supposed rising default loan scenario so that it won’t look so bad after Sept.
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Further moratorium sure will badly affect bank's profitability. I stay away from bank since covid. Hmm...
foofoosasa
post Jul 14 2020, 09:24 AM

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U guys really daring lol
foofoosasa
post Jul 15 2020, 10:35 AM

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QUOTE(AVFAN @ Jul 15 2020, 10:32 AM)
now that 2 rounds have happened - profit taking, washing down, crocodile feasting, algorithm selling, ponzi collapse... whatever u wanna call it...

big or small, gloves not looking good... appears the run is over, return to normalization.

i had earlier sold whatever i had.

the correction may not be over.

imo, not safe to go back into the water. tongue.gif

now, watch, watch...
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Buy put warrant bos
foofoosasa
post Jul 15 2020, 02:39 PM

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QUOTE(Cubalagi @ Jul 15 2020, 01:58 PM)
Today FGV look like hot. Election play coming? 🤔
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Hmm my tsh also up. I assume is some fund glove relocate to plantation.
foofoosasa
post Jul 24 2020, 10:58 AM

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Some hot fund from gloves mari come goreng plantation.

http://mpoc.org.my/daily-palm-oil-price/

Cpo price uptrend.
foofoosasa
post Aug 4 2020, 11:11 AM

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QUOTE(chichabom @ Aug 4 2020, 11:09 AM)
All the tier 2 gloves suddenly tanking..got what major news?
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normal correction? LOL

if profit good beat expectation sure got money come in goreng again
foofoosasa
post Aug 4 2020, 01:02 PM

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Not bad mah harta. Ppl can goreng it to rm20.

Fair value maybe around rm10 to rm12 only.

But who cares, ppl wil buy from correction again


foofoosasa
post Aug 4 2020, 09:04 PM

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Night time after market hour stock market section still very active.
foofoosasa
post Aug 4 2020, 10:17 PM

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QUOTE(zz287963 @ Aug 4 2020, 09:21 PM)
Particularly which stock? Are you saying that the buy and sell queue actively changing?
Would like to check it out but RakutenTrade currently under maintenance.
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I mean it has been quite long time i havent seen this stock forum so active even after trading hour.
foofoosasa
post Aug 6 2020, 07:52 AM

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QUOTE(AVFAN @ Aug 5 2020, 08:13 PM)
that is the problem... fundamentals.

with what is going on now, most fundamentals have gone to the drain.

few are spared.

banks... u wait for next 2 QR's, see how much profit/loss/impairment provisions they will report - then u can buy if u wish.

worst, i think will be developers n contractors... they r building nothing and selling nothing.

but we will see consolidation, M&A, gomen bailouts, massive debts... some crony cos. may survive.

at this time, i will not touch anything except healthcare and related.
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Agreed. Stay away from bank which i s
Personally believe market haven't fully priced in the bad things.
foofoosasa
post Aug 13 2020, 10:40 AM

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QUOTE(AVFAN @ Aug 13 2020, 10:06 AM)
gold, pharma, o&g, banks... no power.

so, gloves la ... for today!
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promote a bit plantation la bosku cry.gif
foofoosasa
post Aug 20 2020, 09:42 AM

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TSH just release the Q result

Q2 result net profit roughly 20m, Profit up 227. 6% compared to Q2 2019.

Undervalue or worth to trade and invest go figure yourself.
foofoosasa
post Aug 25 2020, 12:50 PM

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QUOTE(freshgraduate2020 @ Aug 25 2020, 12:48 PM)
Stock market is a casino.
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No worry as long as everyone happy. Who cares lol as long as ppl make money
foofoosasa
post Aug 25 2020, 12:53 PM

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QUOTE(freshgraduate2020 @ Aug 25 2020, 12:50 PM)
Matter of time people will lose. Where got earn so easy one.
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Now is easy, sentiment is good. Go to kopitiam almost everyone involved in market.
foofoosasa
post Aug 25 2020, 09:30 PM

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QUOTE(Vanguard 2015 @ Aug 25 2020, 09:08 PM)
Of course if all the glove stocks go up tomorrow. that would be great.

But Mr Market is so irrational nowadays. If all the valuation has already been factored into Kossan’s current price, then it will fall tomorrow because it failed to meet the market  expectation. Let’s see how it goes.
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Irrational can become more irrational when market is hot. Lol just enjoy the ride.
foofoosasa
post Sep 1 2020, 08:44 PM

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plantation counter still out of love?

I wish this sector can gain some spotlight here
foofoosasa
post Sep 4 2020, 06:55 PM

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QUOTE(lowya @ Sep 4 2020, 05:44 PM)
There are 12 category stocks in Bursa, but most choose to talk about only 1 category i.e. Healthcare, and didn't felt bored bird watching every single day here.

there are many great stocks in other 11 categories, start looking and don't make this thread boring talking about same thing everyday.
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Was talking about plantation, but nobody bother to know. Most are too focus on healthcare, glove and some unknown tech stock.

What can do, most of the money concentrate on the mentioned sector.

This post has been edited by foofoosasa: Sep 4 2020, 06:56 PM
foofoosasa
post Sep 4 2020, 08:47 PM

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QUOTE(ComingBackSoon @ Sep 4 2020, 07:03 PM)
We are still in the middle of a health crisis. Only normal for most ppl to be focused on the healthcare and related sector...

You can still talk about plantation some people will still listen. As long as there is money to be made  thumbup.gif
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Well true. Guess this will be remain at least coming months or maybe another year.

QUOTE(AVFAN @ Sep 4 2020, 07:12 PM)
i would like to explore plantations, CPO, etc.

but i do not know much about it.

perhaps if u posts a few exciting pointers, which are good ones to look at and why, i can spend some time.
about tech... i know nothing about the techs in bursa, so i stay away.

i do know something about the techs in nasdaq and china,... and i have some money invested there.

o&g, i was vested some time ago but never touched it since WTI/brent went <$50.

just look at stock price of the biggies like schlum, halliburton, and etf's xle, oih... no eye see.

and at this time, no pharma or other healthcare... but gloves, for sure! tongue.gif
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Bursa tech stock honestly... Don't feel convincing at all. Investor or trader here don't scold me lol, just speaking of my mind. Better focus on US and China tech.

Well speaking of plantation counter, I work in this industry,basically this sector is very cyclical counter because it is commodity based. So it probably only can get spotlight from market once CPO price go beyond 3k (near that level now) . Still holding patiently unlike fast and furious counter such as glove, healthcate.



foofoosasa
post Sep 4 2020, 08:49 PM

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QUOTE(ChAOoz @ Sep 4 2020, 07:47 PM)
I like TA ANN as they are more towards plantation pure play, but their wood export exposure to India have me worried
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Timber price fly to high time recently. But i have to admit I dont like TA ANN because of high timber exposure
foofoosasa
post Sep 4 2020, 09:00 PM

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QUOTE(skty @ Sep 4 2020, 07:56 PM)
India is having Covid-19 crisis now wor.

So daring?  biggrin.gif
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CPO is one of the basic commodity, many low income country rely the RBD as cooking oil. So are you suggesting that covid ppl less tendency to cook? Hmm...

Commodity such as CPO also will be benefit from massive money printing from central banks... smile.gif

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