Resin and freight cost are both the headwind currently. I saw both daibochi and scientex result, so far im confident about the industry.

If economy is recovering and freight cost go down, it will be a good catalyst for all the packaging company. Not super growth like glove but still a sustainable YoY growth

anyone looking at LionInd or Annjoo?

ytd i bought lion but sold too early and fly d now =.=

Hi guys what’s your opinion on:
1) DiGi (telco)

2) Dominant (wood)
Share your dua kupang if you have any!

Seen dataprp drop really scary

Actually what are your thoughts on Genting? Having been there, I don't think the shops are doing well. Often empty. Then there's a lot of "dead corner" shops. Their outdoor themepark seemed dated despite being completed not too long ago. Their indoor park also not very attractive but I do see people doing the rides, perhaps business is decent. So their main source of income is still their casino?

Can sifu's help advice what should i do to reduce my loss in my stake in Mflour?Should i double down,wait or just take the loss?
I regretting taking my money out from FD thinking i can make more money myself than the interest they are giving when i am reading people stories how people are buying new cars from investing money in share of companies like red airplane and casino mountain hotel  that haven't been able to do any business for the past year just make no sense to me.

I am sorry to hear about this.

1. Are you a trader or a long term investor?
2. What was your entry price and what is your current percentage loss in MFlour?
3. If you are a trader, what is your cut loss policy? -10%? -20%?
4. If you are an investor, what attracted you to buy MFlour in the first place? Do you believe in the long term prospect of the company?
5. Do you need the money urgently? Can you afford to hold for another 1 year (assuming the fundamental of the company is still intact and you are an investor).
6. Is the weakness in price only limited to MFlour or across the whole industry affecting all the relevant stocks?
7. If you can turn back the clock, would you hold MFlour for 1 day or 1 month?

These are the questions that you need to ask yourself first. Then you will find the answer.

Good luck and all the best!

i wonder, these penny stocks, when you see their price increase by 10-15%, or even higher, would you still buy them?

sometimes i feel greedy and i want to earn some extra bucks (for that fancy smoked sea salt, fancy flour etc etc...) , also because sometimes it is no fun to just read the excitement and it is getting boring looking at my mini collection...

When execute wrong, end up like this

Anyone still holding plastic packaging share like Tguan / Scientex ?

Finally some movement, hopefully the momentum continues. Slow and steady please 

EV hype is indeed very high in the stock market across the globe.

Strong growth in this area almost surely.
But have doubt the big hype turns into big profit.

Could be another dotcom repeat history.
Some success, some not

But for now, anything touch with EV and tech, fly to moon.

The transition to EV won't be instant as quick.
EV not matter how we look at it, it is still a car.
To produce a car, scale is important to drive down the cost.
Automotive industry is not a lucrative business.
EV is just a replacement or new product of automotive industry,

EV big obstacle is charging facilities.
If one live in condo without those facilities then how to charge the car every day?
Even if the condo management allow to pull the wire to the car part lot, then another issues like addition electrical substation may be needed, as current wiring only for lighting, if everyone pull wire to charge, not enough electricity for existing wiring.
Also, drive out station to long distance may be problematic, as we don't know the destination will have charging station or not.

For now, it is more like a premium market, product instead for mass general public use.

EV indeed have good prospect for the future but evolving may be not as quick.

Yes, if it was a year a go.
Now, stock price of many tech or related to EV already fly high, this is the problem.

Tesla price was less than 100 just more than a year ago, now 600+.

I'm more interest in EV supporting industry rather than EV.

With all major automobile maker chasing the EV space, with GM, Ford, VW all spending Billions to upgrade and refit their factory.

There is a big demand for machinery and capital equipment. You know just like how schlumberger is the supporting player for those O&G exploration boom in the oil heydays.

EV trend kick off strongly. Tick, for sure.
Great growth, Tick, for sure. As current number is low, growth in term of percentage surely great in number. Grow 100, 200% is not an issue.

Who will be ultimate winner in the future? Don't know.
Competitors are also a great in EV. Each may come out their own standard.
Lately I hear Apple also interested in this area.

UWC, greatec aren't directly in EV sector, are they?

more general automation solutions providers in semicond/manfuacturing... related but not like tesla or nio.
but yes, i think they have good potential; think many here have these counters, incl me.
EV.... think we can hv some idea if we look at NGV/LPG... been decades, nothing worked - if infra/logistics too costly, no gomen will put money.

electrical, i think easier, should get bigger in time... more so for city states, urban areas.

i screenshot this awhile ago

i mean easier than GAS!

there will be challenges... and it is precisely it is not that easy that banks and oil cos. bankrolled fossil fuels for so long.

not likely EV will take over petrol engines but the landscape with change in the next 2 decades, i wud think.

did u get any of them in last few days?

they doing v well.

greatec low yesterday at 5.30 but rather low vol.

UWC more steady.

i bought both of them, first time, on 15 mar.

now, greatec +9%, uwc +16%.

hope both will keep riding up... for a while longer!

So far quite performer has been tguan for me.

Anyone still holding plastic packaging counters ?

In the end sticking back to investing in circle of competence is still the best. Atleast when it go down you wont worry rather than trying to speculate on what is causing it to go down or up.