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 STOCK MARKET DISCUSSION V150

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SUSlowya
post May 10 2021, 04:38 PM

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QUOTE(skty @ May 10 2021, 04:20 PM)
MCO 1.0 rumours.

The whole Bursa so red.  biggrin.gif
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the more gov mismanage the country, the more popular the crypto world.

yes, that's a hint.
SUSlowya
post May 12 2021, 08:14 AM

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QUOTE(Taikor.Taikun @ May 11 2021, 11:11 PM)
Received message that Kossan’s MD died of covid?
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everyone who die of other things that tested with covid antigen is "died of covid", maybe even car accident.
SUSlowya
post May 12 2021, 09:46 AM

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QUOTE(anakMY @ May 12 2021, 09:30 AM)
If u got nothing better to say, pls just shut up.
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including the above?
SUSlowya
post May 17 2021, 11:19 AM

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QUOTE(jianwei90 @ May 17 2021, 10:27 AM)
seems like there are parties who trying to push up KLCI index related stocks today
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meanwhile 200 up and 800 down, it's always 1:4 kinda 20% chance of winning selecting stock in bursa.

If anyone's bursa portfolio daily change is green today compared to yesterday, please stand up shifu.
SUSlowya
post May 17 2021, 05:45 PM

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QUOTE(Bendan520 @ May 17 2021, 02:06 PM)
How do you guys trade man?

Every sector once I buy in sure down like 25% in few days time, good companies continue to sell off, lousy companies all goreng high..

Now i bag holding like 50k++
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what is bag holding means? 50k in terms of portfolio size or unrealized losses?
SUSlowya
post May 17 2021, 05:48 PM

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QUOTE(ChAOoz @ May 17 2021, 04:27 PM)
Bull and euphoric market vs now.

Last time can just hentam based on sentiment and a good story board.

Now better do proper research to pick stock that are really good business with long term profit yield for shareholders. In event market no good, atleast the stock you pick can weather some of the blows with their profits.
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do u consider these counters really good business with long term profit yield for shareholders?

DPS, MAGNI, PPHB
SUSlowya
post May 18 2021, 09:59 AM

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QUOTE(ChAOoz @ May 18 2021, 09:39 AM)
Those 3 i never research, so not much opinion. But i quick glance on their financials:

DPS -Inconsistent Revenue and Profit over the years. Doesn't show a really well managed business / growth industry.

Magni - Seemed solid from financials perspective. Interesting, possible to learn more

PPHB - Stable, but growth is slow and profit margin fluctuates quite significantly.

Overall i think Magni might be a good one to further look into, the rest should be just meh. Not very sexy, not very goreng. So i guess they just cruise along with up down 30% range bound ? PPHB might have some boom bust cycle in terms of net profit.
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thanks for your feedback, if i'm not wrong, they have zero net debt, low p/cf, low ev/ebitda, attractive roe compared their peers, comparative pe under it's sector, comparative margin above by it's sector standard, technically below vol value price, all trending and oversold, suitable for both mid term trading and long term investing. maybe my view taken as a snapshot of latest and disregarding past history.

Anyone else like to share welcome discussion, i find this is better way to learn if we all put out our both pros and cons view points.
SUSlowya
post May 19 2021, 12:28 PM

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sorry typo

This post has been edited by lowya: May 19 2021, 12:28 PM
SUSlowya
post May 19 2021, 03:32 PM

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QUOTE(Duckies @ May 19 2021, 03:29 PM)
Full MCO soon? Bursa gonna be like March 2020?
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still remember DG said it will be 2 digit in may, now 4 digits.

anyway, due to 2 weeks incubation, all the action will be lagged/ineffective terribly.

just quarantine all the weak/vulnerable/fearful and let the world move on would have been a far greater solution.
SUSlowya
post May 19 2021, 04:42 PM

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QUOTE(BliitzkrieG @ May 19 2021, 04:30 PM)
current short for TG 1,921,700. it was only less than 1mill before 230pm.
guess they try to suppress it real hard when the number of cases was announced which leads to huge buying volume.
increased by 400k units compared to yesterday  biggrin.gif
harta 522,300
spmx 31,600
kossan - 0
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is there a single person here that shorted anything in the market? i have not heard anyone here did that.
SUSlowya
post May 19 2021, 04:50 PM

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i know most here no mood to talk about stocks, but anyway it's a good time to discuss Packaging Material stocks, what do you think:

PPHB vs BPPLAS vs MASTER

please input. TIA
SUSlowya
post May 19 2021, 04:55 PM

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QUOTE(Duckies @ May 19 2021, 04:53 PM)
No MUDA in the list?
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Nope, both margin and ROE lose to the mentioned 3.
SUSlowya
post May 19 2021, 05:13 PM

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QUOTE(Duckies @ May 19 2021, 05:05 PM)
Agreed. How about plastic packaging like Scientex or Daibochi?
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FA good, but it has not fallen below the buy zone or not trending, so for risk or technical reason it's not in the mentioned.
SUSlowya
post May 21 2021, 11:18 AM

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QUOTE(statikinetic @ May 21 2021, 11:15 AM)
Maybe as shareholder benefit, the continue to burn you dividends after you are gone. biggrin.gif

The prices are so tempting today! Have cash to deploy and add to some companies which I already hold.
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some order filled, but if no bounce in next few day could be force into cut loss, so please push so that more buyers will buy.
SUSlowya
post May 21 2021, 02:52 PM

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1125 down vs 149 up, record breaking day, what's the reason?

HK vaccine donation fiasco or MCO high case old news?

just gonna watch it crash and burn...

This post has been edited by lowya: May 21 2021, 02:53 PM
SUSlowya
post May 21 2021, 05:58 PM

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QUOTE(statikinetic @ May 21 2021, 04:39 PM)
Magni and Master.
Helped to clear queue and push it a bit. smile.gif
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a bit shocked to know we have the same ones, maybe we can compared other notes too to see other similiarities brows.gif
SUSlowya
post May 21 2021, 07:49 PM

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QUOTE(statikinetic @ May 21 2021, 07:18 PM)
I'm not that surprised. A couple forumers also discovered they help some common companies with me. We may not be posting or promoting much, but those in the game long enough know the tried and true staples.

Just look at their price today. Fundamentals no change. QR result no change. Outlook no change. Just the price. Happy camper today. Opportunity for me.
Those looking at US and other markets, the small gains are recovery from the big dip earlier in the week. If you have a US portfolio, you already felt the smash earlier. I definitely did.

Like all markets, heartbreak for some means opportunities for others. The MCO rumour sent crowds to buy at retail markets, I just did my buys in the share market when people were busy selling. Who knows, I may have just caught a falling knife.
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the median PE for Bursa has fallen to 17.7, if that is somewhat encouraging long term holders.
SUSlowya
post May 22 2021, 09:18 AM

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QUOTE(statikinetic @ May 22 2021, 08:52 AM)
It is still very much industry specific though, single digit for some industries but high double digits for others like Tech.
The median drop I think is just a reflection of market stagnation.

Did you end up picking up anything yesterday?
Oh, and I think Master's QR might be coming next week or so.
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picked up 3 yesterday based on FA. In times of large pull backs, switch to weekly chart for long term hunt.
SUSlowya
post May 24 2021, 11:38 AM

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QUOTE(statikinetic @ May 24 2021, 10:21 AM)
Watching the bounce today.
And I'm wondering how many punters are actually in Bursa because Genting is closed now.
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have you look at Kossan? icon_idea.gif

This post has been edited by lowya: May 24 2021, 11:40 AM
SUSlowya
post May 25 2021, 09:26 AM

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QUOTE(statikinetic @ May 25 2021, 08:59 AM)
The current sentiment of retailers I think is best reflected by the post velocity in this thread. Barely moving.
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after institution collected all, stories will starts to come out, and retailer will come in.

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