Bursa without retailer usually flat line, better invest in industrial dividend counters or stable growing giant to spot for the next QL, Inari, Harta respectively.

But still i think prepare money to do bargain hunting on growth and next gen tech in US market is more exciting and rewarding 

What happened to Scientex.... haihhh

Glory days could be passed....

Its property success is coming with a cost - bad reputation for poor workmanship... do confirm this.

Glory days it was making 100million plus per quarter. If shit really starts to hit the fan (very much possible imo).. would it reverse back to 50+ million per quarter?

If so... the downside risk could be below rm2..

careful bro, harta keep on dumping, now 1.69, might go below rm1

Sentiment totally flat here huh?

Made a small mid year acquisition. That's probably it unless something on my list goes on sale.

Choppy seas is tough when trading in the broad market.
But if we're looking at our own basket of things, sometimes the timing is right. Like I added my stake into CCK a few days ago. My little chicken company.

Boon3, out of the blue my MASTER started to show some drama. Sudden entertainment.
Info above.

guys just wanna ask 1 question

im using maybank broker, when dividend is deposited into my account
do they deduct the transaction fee from the profit? so the number i see in my maybank broker is dividend - transaction fee right?

Choppy seas is tough when trading in the broad market.
But if we're looking at our own basket of things, sometimes the timing is right. Like I added my stake into CCK a few days ago. My little chicken company.

Boon3, out of the blue my MASTER started to show some drama. Sudden entertainment.
Info above.

Ever wonder if there's any companies that were able to pull through, and gotten out of the PN17 status and be well. I am new at this, but from recent memories, like none. Scomi comes to mind. But wait, not sure if AirAsia is still a PN17, if not then i think going out of the status is possible!

Trying to remember the thought process back in Aug.

I have a pool of about 15 companies that I have done adequate research on and am satisfied they meet the criteria for investment. Good balance sheet which means they are resilient so I don't have to lose sleep. Enough cash to outlast competitors in bad times. And upside to their revenue stream with headroom to grow. Also have gone through the past 5 years AR generally. I only buy from this pool, even if a friend swears on his latest tip. If it's not here, no buy. Learnt the hard way. CCK is on the list from way before Aug.

Aug itself was more of me thinking CCK was on the start of an upward curve based on their QR projections, their acquisition in the prawn segment and the maturation of their retail. But it was more of a punt as compared against the other companies on the list, CCK seemed the most likely. It could have just as likely gone flat and continued sideways for a bit.

My style is waiting so for a 3 month wait for the price to shift is considered short for me. I was in Master more than a year. I just think these companies will be worth much more in the future. Somehow this month, both reported blockbuster quarters. My portfolio is now greener than Hulk's bottom. That is not to say I don't have stuff that are still waiting, like Magni which I'm still underwater. But the things I let on publicly, CCK and Master are definitely the stars of the quarter as things stand for me.

The movement for Master was more of a surprise to me. Didn't expect it to pick up so quickly which usually means it is not organic market pricing but someone really wanting to up their stake. No complaints here, always happy for more people to ride on the same boat when leaving the harbour.

banks dropping price

Indonesia is not the first. Thailand is the first of SEA and now Indonesia.

Surprise to admit but in comparison Malaysia is more well run with our gov doing the correct steps of reducing deficit. Increasing revenue collections and reducing stimulative spending. Nevertheless we still see foreign fund outflow hitting bursa with index going below 1.5k. But i believe we wont have panic capitulation like indo unless tariff target our export hard on april 2nd

Both thai and indo is a result of wrong policy at the wrong time.