UWC is a metal sheet fabricator,No how is it related to semicon industry? What i also found out,employee were paid  up to 13months Bonus last year.

And the market is closed.

Eita closed at +7.89%. JfTech closed at -1.17% after opening at +3% plus.

Lady Luck took pity on me. I managed to sell Eita at about -0.50% loss. Sold Jftech in 2 batches for a profit of about 7% to 8% instead of +10% in the morning. That 3% made a lot of difference in my overall daily profit.

Sold Samchem for a small profit.

Overall, it was a good trading week with good profit thanks to Jftech.

Only left with 4 stocks in my portfolio.

Sekian, lapuran syiok sendiri saya.

liquidity is a useful central bank tool but excessive liquidity create assets inflation/bubble (e.g poorperly a few years ago and bursa lately) which could be a bigger problem.

every economic recession is different and caused by different bubble. some economists said 2008 financial crisis was the aftermath of 1999 dotcom bubble. what is next? ev? Penny stocks?
As this year gdp growth is likely neutral at best, economy is unlikely to return to 2019 level until 2023. bursa is largely detached from the economic reality.

long term economic equilibrium always prevail. how long could bursa defy gravity?
With U.S. equity indexes rising to fresh records again this week, one of Warren Buffett’s most-famous catchphrases comes to mind: Investors should “be fearful when others are greedy.”
https://www.bloomberg.com/news/articles/202...inging-an-alarm

Poorperly price rise/inflation 2009-2014 was fueled by cheap and easy credit. As most bought with bank loan, price rise slower and lower than loan interest incurred is financial losses. Believe many find their poorperly investment under water especially those opted for loan moratorium.

Like poorperly in 2009, bursa is not the only investment opportunity available.

During poorperly bull run 2009-2014, those sold early profited but many are left with burden. Believe many poorperly investors are vested in bursa using 'free cashflow' from loan moratorium.

If bursabets movement would have push top glove up abit say around rm8 level then a nov expiring puts might be worth a shot. But alas they puncture before even started.

Thats why i dun dare to use margin/contra account anymore.....

during 2017, when i'm still greenhorn, relative ask me to open an account because he was the remisier there.....and i follow him play warrant.... burned 8k....and i close the accounts.

last Nov 2020 decide to learn again and dun touch contra/margin...... currently at paper loss SPX 4.5k......but SPX was my 1st few stock that bought since the beginning.... Thats why penthouse...  

Zero sales fee, and your returns are decent too, sounds good already. Thanks for sharing your fund here.

Please don't whack my brain for asking, but how does this tax deductible of RM3000 contributes <20% in tax savings yea?

Hello.

News of passing 1.9 trillion USD relief bill being released and everyone is very optimistic that US market will surge.

As usual, I am not the one who follow what the "being told" trend and I am here to warn that the model telling me that there will be a panic in DJI in March, highest possibility in early March, which is next week.

Pls take this as alert and do your own due diligent.

Good luck.

Hello. I quote a few of my earlier post to answer your question.

this is what CA is about. This is what the CA model tell me. I cannot answer why the model tell me the turning point is shown there because it's using AI to process tons of data thrown into it.

everything has it's own cycle. Commodity cycle will peak on 2024.

the cycle sometime will run -+ 1 year or few months. That's normal because it's influenced by people.

but history always repeat itself so the cycle will always be there.

2020 was the war cycle. -+ 1 year or few months you can see US-China trade war, current Myanmar army take over, all these things.

So CA can increase the success probability in investing if we know what to avoid.

I keep saying about 2H2021. This also from CA. This is big one lo... 3 big cycles divergence. 

but sometime cycle inversion will happen. But it's very rare. Cycle inversion mean at a period of time that we expect a turning point, but it doesn't happen, instead of turn direction, it continue to accelerate the current direction. Now, if this happen, we can be very sure that the next turning point after this cycle inversion, will not be cycle inversion anymore.

by saying this, if US market doesn't go through a correction from Feb to May, it mean a cycle inversion has happened and it will bring what is going to happen in 2H2021 even earlier.

my 2 cents.

My objective is to warn people so they can be alert and don’t lose money. Recently I exited from my position in TBF. What does that mean? I entered when none of those “financial experts” are predicting about yield rising and I exited when all of the “financial experts” are saying vaccine is available and economy is going to recover soon, thus the yield will continue to raise. Those “financial experts” are simply following the trend. With CA you are always able to be one or two steps ahead of the trend.

I did give general direction which financial assets, sector, market that we should focus on moving forward. 2024 commodities, 2028 fall of US dollar as world reserve currency, 2035 the raise of China as world main economy. Those alone are enough to bring tremendous wealth to one if he/she start positioning for entry now.

My 2 cent.

Fed and ECB review and revise their data, target and tools regularly. Only demigod could foresee accurately more than a few quarter away.

Fed and ECB actually wanted to have higher inflation rate but didn't achieve. The beast is huge and has its mind, fed may guide or try to manipulate but not easy to control the outcome.

Japan show; ultra low inflation rate could be detrimental in the long term.

Tomorrow market will react to the USD 1.9T approval.

How long can this red bull energy drink can last?

To China...subsidizing the Belt and Road initiative for the past 4-5 years 

2008 & 2009 there was sign of deflationary pressure in the market, hence the loose monetary policy basically just normalized the deflationary pressure.

Whereas for 2021, there might be real inflationary pressure this round. Those fast and rapid kind. 2008 use around 7-10 years for QE to gain steam before fed see a need to reign in loose monetary policy.

This round, there is a possibility that fed might lose control of the yield curve due to the need to keep employment high while taming inflationary pressures coming from assets & commodity rises as market and businesses is pricing ahead for an optimistic covid recovery outlook.

Monday global market will probably open nicely due to the stimulus optimism, it was easy to pass due to democrat senate majority. But i would keep an eye on market demand for treasuries as well as recovery data ie, retail sales data, non farm payroll, new home sales data etc

Yes. There is probability for cycle inversion but not 50:50. Therefore, instead I hold cash which devalue overtime, I go in to short the DJI. 

If 100%, I am god already, not human. hahaha

you are correct.

If TG falls, I understand, due to reports stating earnings dilution, unncessary fund raising, spend 1.4bil to buy 200m shares,  etc.

But why did other gloves shares fall?

Semicon stocks still can play? Keep dropping no sign of hitting bottom. Ther is still chip shortage. Has it become gloves wher future priced in or something?

What would be the related stocks other than QL that sells eggs? Sorry not familiar with this sector, no harm hearing and learning more!

Yeah very competitive and reliant on corn / feed price. High margin seafood exporter better.