Cause go all-in gaming. No plantations, no energy.

Focus risk for focus returns.

Don't get me wrong. Gloves is still the only business that guarantee huge huge profit for in this 2 to 3 years. If you willing to hold that long, and your cost is low, hold it by all mean.

I want to take back my funds and prepare for the gameplan to take advantage of the current political uncertainty.

My group of friends have bigger funds than me so I need to clear my glove to join them.

I have a nightmare when I don't have funds to get in harta from the last dip when they are all buying like crazy.

I have mentioned spmx and harta will be better than TG in terms of price increase % because they are so undervalued.

I learned my lesson so I am readjusting my funds allocation.

I still queue my 1st batch for glove stocks but at lower price.

Yup. I still don’t see increase in banker holdings in gloves so hot money will most likely be gone by today and stay on the sidelines to observe the progress at Sabah.

This will cause volatility in gloves and as usual, I want to maximise my opportunity cost. Money loss/less profit can always get back, time loss can never get back. I don’t want to let my funds sit there unproductively. Got a chance to get out, I grab it.

Anyway that’s my way of operation, others may prefer other way. It’s completely up to your preference.

Maybank up 6 cents.

price is 8.89, but they wanna buy at 9.5?

it is partial your money too hahah

Now is retailer zao lou

Asking all the pros here. Suppose the Sabah covid outbreak extends to whole Malaysia and another MCO is called, can our govt survive this with all the freebies given out? More importantly what will happen to the stock market?

I am quite vested now in banking, BAT, Tenaga (just bought today then got the news then regret) plus some old shares bought ages ago. I dare not go into gloves for now. What do you think will happen to the stock market if another round of MCO gets called? My investment is for retirement, hence only blue chips with strong dividend payout.

Please refer to CIMB FB, not sure why CIMB is always the bank to get covid cases. I remember them getting it very early of the first outbreak and now again.... and I am very heavily vested in CIMB shares... sad.

Gomen is likely to introduce new tax and higher tax rate in next budget in November.

Banks are so green today.
Bad for gloves.

Gloves dropping. No wonder harimau bank up

moratorium ending soon and ppl cashing out?

Enforcing vacancy tax won't be easy.

Overhang/idling in subsale or secondary market is >2 times of primary. If you are not too choosey and have time, should be able to find one within your budget.

well, if u come to the conclusion that gloves are a fleeting thing, no future, all temp, u just treat it like any penny goreng stock and goreng it till kingdom come... we have seen that from june to sep... maybe less now... i bet a lot of people had fun, making profit or loss.

but if u come to the conclusion that gloves is a viable and profitable biz for the next 3, 5, 10 years, u buy n keep the shares, esp the market leaders.

EPF acquiring TG until 5.4% says something... maybe nothing for some.

i dunno enuf of EPF behavior, what they might do in the near future... so, i will be monitoring.
i also know EPF has acquired 5.13% in Riverstone (SGX) while the main shareholder-founder-chairman had been buying in open market, now holding >50%.

i have a lot of confidence in this "made-in-malaysia" product at this covid time... if i get it wrong, too bad la.

again, like many have said... don't follow me - acquire, hold, keep.

u can sell, trade, goreng to your heart's content!!

just read this... plantations gonna get hammered tmr.

I am queueing TNb at 9.6.... plan to keep for long term (5yrs+) investment

fintec is undervalued and people still dump like no tomorrow

besides local glove counters movement today...

Riverstone +0.6%
UG Healthcare +13.3%
Sri Trang +5.7%
Mercator +2.2%

When retailers are ready to buy enmasse, syndicate will certain to push up price.

No 2nd round of mco, luckily. But if thing turns our worse, then it might happen.

Just some heads up to u guys, better to have cash in hand for 2nd round of mco. Dun over invest. This 2nd round wont be like the 1st round, as no one will know can our country survive 2nd round or not.

The fact that we have highest number of cases these few days and yet we still not implementing mco speaks volume about the impact it will bring.