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STOCK MARKET DISCUSSION V150
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HereToLearn
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 Oct 5 2020, 11:34 AM
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QUOTE(lowya @ Oct 5 2020, 08:58 AM) Wait for sector rotation | Market | Median PE | | | Health Care | 39.1 | Overvalue | | Technology | 37.5 | Overvalue | | Telecommunications & Media | 23.9 | Overvalue | | Real Estate Investment Trusts | 22.3 | Overvalue | | Plantation | 21.6 | Overvalue | | Industrial Products & Services | 20.7 | Overvalue | | KLSE | 18.2 | | | Utilities | 17.6 | Undervalue | | Consumer Products & Services | 16.7 | Undervalue | | Construction | 14.9 | Undervalue | | Property | 11.5 | Undervalue | | Energy | 11.3 | Undervalue | | Financial Services | 11.0 | Undervalue |
Just saying property prices are gong down. Also too many supplies now. Property sector earnings will get eroded more, so PE will hike later. By how much I dont know la |
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HereToLearn
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Oct 5 2020, 03:19 PM
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QUOTE(lowya @ Oct 5 2020, 03:08 PM) I'm aware of this, hence personally i use PE/ROE instead, low ROE sector need even lower PE to justify, property sector hence Overvalued. | Market | Median PE | Median ROE | PE/ROE | Verdict | | Financial Services | 11.0 | 8.3 | 1.3 | Undervalue | | Energy | 11.3 | 8.1 | 1.4 | Undervalue | | Utilities | 17.6 | 8.2 | 2.1 | Undervalue | | Consumer Products & Services | 16.7 | 7.2 | 2.3 | Undervalue | | Health Care | 38.4 | 16.4 | 2.3 | Undervalue | | Telecommunications & Media | 23.9 | 8.4 | 2.8 | Undervalue | | KLSE | 18.2 | 6.2 | 2.9 | - | | Property | 11.5 | 3.5 | 3.2 | Overvalue | | Construction | 14.9 | 4.2 | 3.5 | Overvalue | | Technology | 37.5 | 9.3 | 4.0 | Overvalue | | Industrial Products & Services | 20.7 | 5.0 | 4.1 | Overvalue | | Plantation | 21.6 | 5.0 | 4.3 | Overvalue | | Real Estate Investment Trusts | 22.3 | 3.4 | 6.6 | Overvalue |
Keep it up, good sharing. If you can factor in PEG that it would be better  . |
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HereToLearn
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Oct 6 2020, 09:45 AM
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QUOTE(yehlai @ Oct 6 2020, 09:36 AM) Maybe cause Donald came out of hospital already, removed his PPE in front of camera before going into white house. Corona is nothing to him  #Dontletitdominateyourlife |
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HereToLearn
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Oct 6 2020, 09:45 AM
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QUOTE(icemanfx @ Oct 6 2020, 09:44 AM)  Champagne for breakfast  Everyday krug later liver disease |
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HereToLearn
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Oct 6 2020, 09:46 AM
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QUOTE(ChAOoz @ Oct 6 2020, 09:44 AM) Bull run ? Almost everything is up except glove. Even genm also going up. I think people forgot about all the rising MCO cases  DT mentality #Dontletitdominateyourlife Jk, I think people just jump in and out of gloves for trading 1. Join gloves 2. Join others This post has been edited by HereToLearn: Oct 6 2020, 09:47 AM |
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HereToLearn
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Oct 6 2020, 09:48 AM
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QUOTE(Deathscythe@@ @ Oct 6 2020, 09:47 AM) ya. It seems that he downplay covid 19  Better than 20 years ago, coronavirus rejuvenated him  |
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HereToLearn
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Oct 6 2020, 09:51 AM
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QUOTE(icemanfx @ Oct 6 2020, 09:43 AM) If you know who are the people behind. Funtec is almost behind most penny counters pump and dump. Well, it is a PE firm anyway This post has been edited by HereToLearn: Oct 6 2020, 09:54 AM |
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HereToLearn
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Oct 6 2020, 11:13 AM
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QUOTE(Vanguard 2015 @ Oct 6 2020, 11:00 AM) Good morning folks. I looked everywhere this morning but I could not buy any good stocks to buy. Finally, I decided to enter GenM. The trading buy recommendation for today by Kenanga is Omesti and GPacket. Both are now trending upwards. They are now up between 2% to 5%. But these are pure goreng stocks. I don't dare to enter. So eager ah. Closed border until 2021Q2. Still have months to drop. But anything can happen in trading, maybe 2mr limit up |
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HereToLearn
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Oct 6 2020, 11:15 AM
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QUOTE(B@rt @ Oct 6 2020, 11:13 AM) Here's a thought that I had yesterday. Now that moratorium is over (extend to December for some), businesses that closed down will have some money after liquidating. Where are they going to put the money? In shares! I think we'll see a rise in retail investors again in the near future. Bond market? https://blogs.worldbank.org/eastasiapacific...tic-bond-marketJust retained in WGBI in sept review (next review March) Also our bonds are high yielding compare to other countries, foreign funds were net buyers for bonds for the past few months (prolly due to the bond spread) |
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HereToLearn
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Oct 6 2020, 11:38 AM
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QUOTE(B@rt @ Oct 6 2020, 11:21 AM) I think bond market is more suited for long term investors (e.g. affluent ppl who have WM portfolio). Retail investors go in to shares between 1 to 4 weeks because they may need to sell quick to cover expenses etc. A lot of people in this forum here are affluent lol |
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HereToLearn
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Oct 6 2020, 04:06 PM
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QUOTE(Krv23490 @ Oct 6 2020, 03:54 PM) so... anyone picking up anything ? Bond Fund https://www.thestar.com.my/business/busines...-rm3b-in-augustThis post has been edited by HereToLearn: Oct 6 2020, 04:07 PM |
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HereToLearn
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Oct 6 2020, 04:09 PM
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QUOTE(CSW1990 @ Oct 6 2020, 04:08 PM) Agreed with this, but sad to say that most people have no patience to invest in fixed income fund New generation  Everything is instant gratification |
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HereToLearn
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Oct 6 2020, 04:11 PM
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QUOTE(Krv23490 @ Oct 6 2020, 04:09 PM) i holding liao long time Nomura i income fund and asnita bond fund.. When economy starts recovering, switch all into recovery cyclical equities. For now, we hold our horses in equities Just my 2 cents. This post has been edited by HereToLearn: Oct 6 2020, 04:12 PM |
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HereToLearn
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Oct 6 2020, 04:18 PM
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QUOTE(ZeroSOFInfinity @ Oct 6 2020, 04:14 PM) Others are in green. Only KLSE is red..... Expect KLSE to be stagnant until end of Oct |
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HereToLearn
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Oct 6 2020, 04:54 PM
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QUOTE(yehlai @ Oct 6 2020, 04:39 PM) Hi guys, looking at this BP Plastic Revenue growth not bad.. Div payout good.. Cash flow healthy.. Management ROE good.. valuation low.. Seems like ticked all the boxes Revenue stopped growing since 2017 |
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HereToLearn
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Oct 8 2020, 11:14 AM
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QUOTE(ChAOoz @ Oct 8 2020, 11:05 AM) Buy Recovery plays. Just imagine what would happen if Pfizer were to announced a working vaccine with approval from FDA & authorized by Trump for immediate distribution. All this could happen before election date. Everyone wants to buy at the botom, I am guessing people will only start buying after the vaccine announcement |
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HereToLearn
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Oct 9 2020, 04:02 PM
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Banks up 2 days in a row? Fund rotating to recovery plays soon?
Any insider news? It is still impossible to get NPL data yet right we are just 1 week out from moratorium
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HereToLearn
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Oct 9 2020, 04:14 PM
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I think DSAI also taking opportunity to goreng ASB and MUI.
Jk Jk
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HereToLearn
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Oct 9 2020, 04:31 PM
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QUOTE(Vanguard 2015 @ Oct 9 2020, 04:22 PM) Comrades, while waiting for the glove stocks to trend upwards, please give some love and attention to my stocks. Johotin, Hevea, DSonic, Superlon, SGCM, GenM, etc.  I still think u bought GenM too early. No approved vaccine yet. Close border until 2021Q2. You are buying more than 6 months in advance of business revival (too forward looking). More than 9 months in advance of 1st good quarter report (way too forward looking). |
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HereToLearn
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Oct 9 2020, 06:02 PM
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QUOTE(leeaunc @ Oct 9 2020, 05:22 PM) Woah your TP so high ASB's NTA is 0.51 Hence its still undervalued. What is your EP / AP ? Loss making business, only made sudden big bucks in FY2019Q4. Definitely not undervalued for investment, good luck. No comment for trading This post has been edited by HereToLearn: Oct 9 2020, 06:02 PM |
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