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 STOCK MARKET DISCUSSION V150

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Duckies
post Jun 29 2021, 11:23 AM

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QUOTE(joeblow @ Jun 29 2021, 11:03 AM)
Wow this Genetec has been in my Rakuten watchlist, in early June still only RM3... now is over RM8.... crazy....
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QUOTE(qsrt1616 @ Jun 29 2021, 11:10 AM)
Because you didn't buy it. Same as me. Same as almost every other retail investor. As soon as you buy over RM10k, it will tank the next day. Haha
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Hahaha yea...as usual hindsight 20/20.
Duckies
post Jul 8 2021, 04:28 PM

Rubber Ducky
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KLCI 1500 soon...sigh
Duckies
post Jul 14 2021, 10:34 AM

Rubber Ducky
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QUOTE(squarepilot @ Jul 14 2021, 10:18 AM)
with the rapid advancement of online sales growth, how are not packaging companies catching up with it... wait, product origin are from china, not malaysia laugh.gif
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QUOTE(ChAOoz @ Jul 14 2021, 10:21 AM)
If you mean cardboard or pulp based packaging i think they got raw material issues. So constraint at that side.

That's why plastic, plastic, plastic  tongue.gif
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I am still holding my Scientex tongue.gif
Duckies
post Aug 23 2021, 10:16 AM

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QUOTE(squarepilot @ Aug 23 2021, 09:40 AM)
I do not feel proud because I just hold a small amount and decided not to add during the consolidation.
1. The breakout after the ascending flag triangle was not a upward trend
2. The MCO Lockdown and the plant closure
This 2 factors I thought it will be a set back for bpplastic but it showed me the opposite 😅
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Eh, can highlight what makes BPPLAS rocket so much within the short period?
Duckies
post Aug 23 2021, 11:01 AM

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QUOTE(ChAOoz @ Aug 23 2021, 10:45 AM)
Stretch film and plastic packaging bumper profit season is in. Hope everyone got their ticket early.

With rising shipping cost since last year, i am expecting most manufacturer would have move en masse to plastic as an alterative to save on their long term transport cost.
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QUOTE(ChAOoz @ Aug 23 2021, 10:53 AM)
Lets see when either scientex / thong guan reports. Then can see whether is an industry wide trend or just BP plastic own outperformance.
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QUOTE(statikinetic @ Aug 23 2021, 10:59 AM)
The plastic club, if I'm not mistaken, the tickets were bought end of last year or beginning this year?
I remember seeing a period of time on the forums where people were picking it up.

Been hanging on to mine.
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I got into Scientex very early of the year. and still holding..let's see how it goes. If not mistaken Scientex's quarter report should be coming out end of Sept.

But BPPLAS rocket share price caught me off guard. Didn't expect it to go up so much compared to the rest.

This post has been edited by Duckies: Aug 23 2021, 11:01 AM
Duckies
post Aug 24 2021, 10:52 AM

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Wow BPPLAS still going strong...didnt expected it to go up so much. Kinda underestimated it.
Duckies
post Aug 27 2021, 01:13 AM

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QUOTE(ChAOoz @ Aug 27 2021, 12:40 AM)
For those that are vested. Tguan results is out, highest revenue and profit quarter ever.

Seemed like the bpplastic phenomenon is not a fluke.
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Waiting for scientex. Should be next month. I can see the price is slowly building up.
Duckies
post Aug 27 2021, 05:38 PM

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Lol DKSH limit up
Duckies
post Aug 30 2021, 10:52 AM

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QUOTE(wayton @ Aug 30 2021, 10:46 AM)
Out of sudden, foreign fund moving in big way.
One week bought more than RM900 mil
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Oversell already. Buy low sell high ma biggrin.gif
Duckies
post Sep 3 2021, 02:05 PM

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QUOTE(squarepilot @ Sep 3 2021, 01:59 PM)
for me i think it's because thong guan investment relation division does better job in promoting and raising awareness

thing guan their expansion plan is well known to investors but little of them know about bpplastic expansion unless one read into their report

however scientex does surprised me with the sudden surge
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Anticipation for good QR report in the month end for Scientex and also plastic hype (TGUAN and BPPLAS). Usually this quarter earning and profits are better than other quarters. The share price has been slowly and steady going up since many months back.
Duckies
post Sep 3 2021, 04:10 PM

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QUOTE(skty @ Sep 3 2021, 03:48 PM)
I'm here to warn - get out of Tech stocks while you still can.
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Is D&O considered as tech stock?
Duckies
post Sep 9 2021, 12:29 AM

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QUOTE(ChAOoz @ Sep 9 2021, 12:23 AM)
Follow Sun Tzu moderation practices. Keep a barbell investment portofolio.

On one end it's hyper aggressive except i don't gamble on meme or stock with zero fundamentals but i do short them under this portfolio. This part is all about growth and capital gains.

On the other end i got very cautious holdings that iceman would be proud. The boomer stock he would call it. When market crash, these stock would be the one that provide me with dividends income that i can use, also they are quite resilient during crashes due to their lower valuations.
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Hey bro, if I remembered correctly you were in plastic manufacturing or packaging right? What's your plan? Hold for long terms? Any other industry you are holding or looking to get into next?

This post has been edited by Duckies: Sep 9 2021, 12:29 AM
Duckies
post Sep 9 2021, 01:31 PM

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QUOTE(ChAOoz @ Sep 9 2021, 12:57 AM)
I still plan to hold it, don't see a major trend reversal for it at the moment. I believe will have pullback after this run up, but I'm aiming the long term to see higher usage of plastic packaging in our everyday life and also a much higher return. Other industry im holding is gaming.

I have no idea about the next industry, but at the moment my attention is pretty much on Alibaba and Tencent now  sweat.gif  sweat.gif
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Ah I see. I am looking into DPIH and D&O at the moment. Plastic I am holding Scientex but I might sell off when the QR comes out and re-enter again in the coming months.
Duckies
post Sep 13 2021, 11:35 AM

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Wow SCIENTEX and DAIBOCHI suspended this morning...good news incoming?
Duckies
post Sep 13 2021, 12:12 PM

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QUOTE(squarepilot @ Sep 13 2021, 12:10 PM)
funny, no one talk about the suspension of scientex and daibochi although many fellows here do hold scientex
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LOL i already posted in previous page but nobody responded.
Duckies
post Sep 13 2021, 12:38 PM

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QUOTE(chromatino_hex @ Sep 13 2021, 12:19 PM)
Suspension is nothing actually. Scientex is already a large cap company, it will probably move 5%. That's why most people are not very hyped about it.
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QUOTE(statikinetic @ Sep 13 2021, 12:30 PM)
Supporters of MrD will say it is worth 24B not because of the way it looks, but the fact that you are standing there. smile.gif
Saw it and am waiting for the news.
Like someone said, Scientex is already quite mature hence may not move significantly.

Anyhow, I'll be happy as I'm invested.
The thing with RSS is that it is an institutional instrument now which individuals do not have access to.
And MrD does not have the immediate problem feel that the glove stocks have at their peak based on their valuation.

I feel the market can be irrational on MrD way longer than some fund managers can tolerate.
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QUOTE(squarepilot @ Sep 13 2021, 12:31 PM)
opps. overlooked biggrin.gif

merging on the cards? have to wait on lunch time or after lunch to see
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I am invested in Scientex as well...let's see what kind of news is it. Some say merging of DAIBOCHI hmm.gif Also their QR is coming soon next week.
Duckies
post Sep 13 2021, 12:49 PM

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QUOTE(squarepilot @ Sep 13 2021, 12:48 PM)
I have a few daibochi lots with me

My opinion is that daibochi will suffer the same fate as tomypak

Hopefully this announcement will bring out some light in it
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What happened to TOMYPAK? I don't have DAIBOCHI with me but my girlfriend does.
Duckies
post Sep 13 2021, 01:50 PM

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QUOTE(squarepilot @ Sep 13 2021, 01:33 PM)
The Board of Directors of Daibochi Berhad ("Daibochi") ("Board") wishes to announce that the Board has on 13 September 2021 received a notice of unconditional voluntary take-over offer ("Notice") from UOB Kay Hian Securities (M) Sdn Bhd, on behalf of the Offeror, to acquire the following:-

» Click to show Spoiler - click again to hide... «

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Is this good or bad news? Can explain in layman term what does this announcement means? What I understand is Scientex will take over Daibochi.

This post has been edited by Duckies: Sep 13 2021, 01:54 PM
Duckies
post Sep 13 2021, 09:44 PM

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QUOTE(zacknistelrooy @ Sep 13 2021, 09:38 PM)
Brokers turn bearish on US equities

https://www.afr.com/markets/equity-markets/...20210913-p58r2v
So kind of them to help people out.....
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Which means.. We need to do the opposite which is buy!
Duckies
post Sep 15 2021, 09:37 AM

Rubber Ducky
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QUOTE(ChAOoz @ Sep 15 2021, 09:34 AM)
You sound like lauwenhan haha. Wonder where he went
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Or he's his dupe? hmm.gif

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