Time to take profit. So you wont suffer another 'finally' moment

No right or wrong. It's just that market's current sentiment, hype and momentum is not on glove. There are much better counter for "goreng". Therefore I don't think glove can go back their previous high at the current moment.

You can hold glove for their fundamental or you can cut/profit from glove - go goreng/profit other counters first and then come back to glove

Market focus on earnings trend too... if there is a chance that earnings might decline a lot, funds would ask... why take risk?

Is like declining dividends trend.

You can get great yield for the current price but if the dividend is expected to fall... the stock will fall also.
And yeah... not forgetting... stock prices forward....

FDA approval for emergency use should get it under political pressure. So I don’t doubt it. Hopefully it push the price crazily down tomorrow.

For the fines, not agree with what the government is doing but the fines is small amount for TG. So don’t think will have big impact on market sentiment.

you are trying to time the market. So you have to be very good in macroeconomic. Not many people can do it and if you are interested, its best to start now because you still have 6 more months to learn and prepare for it.

infinite return only can get from positive constant cash flow, not from capital gain.

but current period is different and it's not the right time to buy and hold for dividend when the bull is already 11 years old.

i myself target to clear all of my assets latest by April 2021. After that, anything I go in will be super short term.

when I say clear all my assets, I do clear all my properties even earlier as well because they are not as liquid as equities. I work in Developer so I had some properties before this and I have cleared all.

so it's up to you really whether to time to market, or just hold and wait for recovery.

Heard a glove big boy may be fined RM 90m for labour law infringement.

Most retailers chase uptrend and practice pump and dump.

There's this thing called loan loss provision (acted as buffer against NPL), they have already allocated a huge amount for that. So basically the coming NPL will be absorbed by this fund.

Rose most likely because, the NIM is normalizing instead of temporarily decreasing when OPR started to be cut. When OPR starts rising, NIM will be temporarily raised.
So when OPR starts rising, banks will temporarily do better.

When you start seeing OPR rising, the share price will be shoot even higher temporarily. Like how it plungged temporarily due to OPR cut, one off modification loss and NPL. Since, you know that this improved in fundamentals due to OPR rising is temporary, and the share price will only be elevated temporarily. You should start exiting once the OPR stops rising.