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 STOCK MARKET DISCUSSION V150

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SUSlowya
post Jun 17 2021, 09:50 AM

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glove reversal day?
SUSlowya
post Jun 17 2021, 07:00 PM

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ops wrong thread...

This post has been edited by lowya: Jun 17 2021, 07:00 PM
SUSlowya
post Jun 21 2021, 09:24 AM

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So anyone want to have a go at POHKONG analysis?
SUSlowya
post Jun 22 2021, 11:57 AM

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fyi, Steel and Gold bounce.
SUSlowya
post Jun 23 2021, 09:16 AM

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Comfort worth your time, take a look.
SUSlowya
post Jun 25 2021, 10:41 AM

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Bursa market's PE dropped below 17.

meanwhile COMFORT's PE is 2.3 while sustaining high growth with ROE of 63.

discuss.
SUSlowya
post Jun 25 2021, 12:59 PM

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QUOTE(squarepilot @ Jun 25 2021, 12:23 PM)
how long can the growth sustain? Mr market is not so convinced
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i believe by now everyone has read the news that vaccine cannot prevent infect and has been proven over and over again despite the great cover up effort.
SUSlowya
post Jun 25 2021, 01:00 PM

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QUOTE(AVFAN @ Jun 25 2021, 12:49 PM)
palm oil... first FGV, then Sime... next, IOI?

mr andy hall will have decades of bright career just hammering any export biz in malaysia... since all of them use cheap migrant labor.
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plantation wise, have u considered DUTALND?
SUSlowya
post Jun 25 2021, 03:09 PM

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QUOTE(wayton @ Jun 25 2021, 01:55 PM)
Past PE is 2.3.
Future PE is not.
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tell me the future PE (if u can predict the future).
SUSlowya
post Jun 25 2021, 03:11 PM

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QUOTE(icemanfx @ Jun 25 2021, 01:58 PM)
Drastic change in current foreign labour policy is needed else more industry will face sanction and FDI is by passing.
Like flu, vaccine will not and could not 100% prevent infection. However, those infected will suffer less and better managed like common flu.

CDC estimates that influenza has resulted in between 9 million – 45 million illnesses, between 140,000 – 810,000 hospitalizations and between 12,000 – 61,000 deaths annually since 2010.
https://www.cdc.gov/flu/about/burden/index....%20since%202010.
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Everyone says "those infected will suffer less and better managed like common flu." because they hear it from somewhere, but nobody has the ARR data for such claim.
SUSlowya
post Jun 25 2021, 04:04 PM

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QUOTE(icemanfx @ Jun 25 2021, 03:23 PM)
An analysis of more than 14,000 Delta cases by England’s public health agency found a double dose of the shot developed by Pfizer Inc. and BioNTech SE reduces the risk of hospitalization after infection with Delta by 96%. Two doses of the vaccine developed by the University of Oxford and AstraZeneca reduces the risk by 92%, Public Health England said.

Two doses of the Pfizer shot was estimated to reduce the risk of infection with Delta, first identified in India, by 79%, compared with a 92% reduction for the Alpha variant, first detected last year in England and also known as B.1.1.7. For the shot developed by AstraZeneca, the figures were 60% and 73%, respectively.

The Scottish analysis estimated the risk of hospitalization with Delta was reduced by around 70% after two doses of either vaccine.

Of 33,000 Delta cases logged in England, 58% were in unvaccinated individuals, mostly in younger age groups, according to England’s public health agency. Of 383 people admitted to hospital, two-thirds hadn’t been vaccinated. A little over a fifth of those admitted, 86 people, had been sickened after only one dose of vaccine, with those fully vaccinated accounting for only 10% of hospital admissions.

https://www.wsj.com/amp/articles/vaccines-o...ows-11623690999
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those are useless RRR which explained why it was predicted useless for practical use, if u know how to read, i asked for ARR.
SUSlowya
post Jun 25 2021, 04:05 PM

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QUOTE(wayton @ Jun 25 2021, 03:32 PM)
I predict higher than 2.3.  laugh.gif

ASP is dropping.
PE is not good to use as valuation method, when a profit figure is a sustainable or normal level.
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what proven effective method do u use instead?
SUSlowya
post Jun 25 2021, 06:20 PM

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QUOTE(greyshadow @ Jun 25 2021, 05:38 PM)
OT here:
I stand by that comment, my dad gotten his 2 shots months back, he belongs to the extreme high risk group (3 highs + cronic kidney issue)
yet he was tested positive recently, and was in hospital quarantine ward for 2 weeks
few of the docs also inform us that he's lucky that he already completed his 2 shots, else he will be in the ICU, and most likely it's a one way trip if he end up in the ICU
lucky for him, he experienced common flu symtoms only

I've seen it with my own eyes, I don't need whatever ARR data to back it up
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#SurvivalBias
SUSlowya
post Jun 25 2021, 06:37 PM

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QUOTE(LoTek @ Jun 25 2021, 06:31 PM)
#Godblessyou
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i know someone will reply nonsense, i asked for ARR (a statistical data), and was met with a personal experience and religious blessing as the argument.

So truly nobody has ARR for the hospitalization claim indeed, i mean what else can u fall back on besides big data?

PS: Sorry OT, no further reply required.

This post has been edited by lowya: Jun 25 2021, 06:42 PM
SUSlowya
post Jun 27 2021, 11:03 AM

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QUOTE(gogocan @ Jun 27 2021, 10:07 AM)
Kesian Kpower & SCIB dragged into this shit
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SCIB can be avoided too if u avoid poor/negative cashflow company.

KPOWER is simply too pricey when compared to it's book value.

SERBADK is avoided (explained earlier) simple due to it's high debt.

just shift your portfolio towards fundamental and be patient enough to wait for the price to come within your risk tolerance.

“All I want to know is where I’m going to die, so I’ll never go there.”
— Charlie Munger

This post has been edited by lowya: Jun 27 2021, 11:34 AM
SUSlowya
post Jun 27 2021, 04:13 PM

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QUOTE(infested_ysy @ Jun 27 2021, 02:57 PM)
What are some good companies with good fundamentals? Greatec, UWC?
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u got all those list from simply wall st right? i find those are not reliable source just imho.

u give me a list (5-20), i can rank them if u want.

SUSlowya
post Jun 27 2021, 09:49 PM

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QUOTE(infested_ysy @ Jun 27 2021, 07:25 PM)
I'm eyeing these:
aemulus
esceram
jag
innature
ptrans
greatec
uwc
vs
Ewein

But what about you? What's in your list?
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none in my watch now.

what do u think of of these?

COMFORT
POHKONG
MELEWAR
SUSlowya
post Jun 28 2021, 04:47 PM

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QUOTE(AVFAN @ Jun 28 2021, 04:15 PM)
PM to announce new stimulus package at 5pm
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the market sold morning just to buy back in the afternoon knowing there is an upcoming stimulus package?

doesn't make sense to explain 1000 counters down and only 100 up.
SUSlowya
post Jun 28 2021, 06:48 PM

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QUOTE(icemanfx @ Jun 28 2021, 06:45 PM)
“Pemulih” package e.g six months loan moratorium, handout, etc announced is basically symptomatic treatment, not addressing or eradicating the root cause.
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since when anything they do got to do with cause, everything is fixing the effect, the cause is the reason they are in power.
SUSlowya
post Jul 2 2021, 09:54 AM

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These are the still performing sectors despite lockdown, ranked by top performers:

Sub-Sector
Leveraged And Inverse Fund
Equity Fund
Health Care Equipment & Services
Oil & Gas Producers
Metals
Other Financials
Electricity
Chemicals
Insurance
Industrial Materials, Components & Equipment
Packaging Materials
Plantation

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