Biden's keyword

didn't you sell on the Emergency announcement day?

this one is forward looking at Biden's plan ahead, the same reason investor seek confidence moving post trump era, like how foreign fund got the confidence after the emergency declared aka no election.

that probably means other nervous shareholders dumped or small sharks at work.
right, if everything is priced in, stocks prices shud b FLAT all the time!!

for this part of the biden plan, it will take some real actions taken and reported to have effect on PPE counters.

the key ones are "expand testing", "boost the supply of gloves".

jpm low valuation was partly due to their assumptions usa decr testing + "correlation between share price of gloves vs number of COVID19 testing".

https://www.cnbc.com/2021/01/14/biden-unvei...-in-the-us.html

first plan $1.9 trillion.

can do 10 ten times!

$ will weaken in the midterm for sure.

It's all that printing that is causing prices everywhere to surge.
Any investor sitting on USD is losing big money, and they are looking for somewhere...anywhere to hold the value. BTC, TESLA...literally anything.

EM market is a pretty good bet for US fund and investor, a breakdown of what they get if they buy EM now.

Currency Hedge:
USD go down, EM currency go up - Basically they win on the arbitrage if they act fast before further devaluation

EM growth & Income Growth:
EM will always grow faster than developed market, so basically the FF will gain on the capital growth side of their purchase also.

But in terms of EM, Malaysia still lose. Like some other posed the article before, i think Vietnam / Indonesia will see huge inflows for ASEAN EM.

Already sitting on Vietnam since last year.

Their boss doesn't seem to be keen on focusing e-commerce...at least that's what I heard from my friend who attended their AGM

How about consumer goods company?

One factor is declining cash levels which caused dropping dividends. Try comparing its cash levels few years ago and now.

Next, seems like most Malaysians now have grown up, hence less population drink milk as before.

Also, the quality of Dlady milk has declined, tastes watery compared to competitors like FarmFresh.

Lastly, Dlady has very, very few shares, only 64 mil. Price can fluctuate greatly when there are few buyers & low liquidity.

Slap power ? Hahaha

This is the final moment before the party ends. For those getting in, make sure you get out quick. Dont stay to wash the dishes
Can try to play at rebound, when it starts diving big later.

This tech correction is pathetic compared to glove it is not over