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 STOCK MARKET DISCUSSION V150

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Assassin's
post Oct 20 2020, 11:06 PM

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For SCIENTX fan here, u guys considering DAIBOCI? I think Samarang just finished dumping this counter.
Assassin's
post Oct 23 2020, 04:44 PM

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TGUAN remain strong even with the market sell-off and after a 10% price increase a few days ago.

Could this be another SCIENTX?

This post has been edited by Assassin's: Oct 23 2020, 04:46 PM
Assassin's
post Nov 9 2020, 11:23 AM

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QUOTE(AVFAN @ Nov 9 2020, 11:14 AM)
which ones support which big global payers?
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Inari = Broadcom
MPI = Tesla (rumoured)
Greatec = First Solar, Panasonic & Lordstown
Frontken = TSMC
JFTech = Huawei
VS = Dyson
Dufu & JCY = Western Digital & Seagate
UWC = Agilent

Anyone else can add to this list?

This post has been edited by Assassin's: Nov 9 2020, 06:52 PM
Assassin's
post Nov 11 2020, 12:47 PM

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QUOTE(ChAOoz @ Nov 11 2020, 12:36 PM)
https://www.businessinsider.com/pfizer-is-d...vaccine-2020-11

Seemed like Pfizer is going to make powder version of it's vaccine. This will reduce many distribution and logistics challenges in getting it to the mass public
*
RIP Kelington
Assassin's
post Nov 17 2020, 01:07 PM

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QUOTE(ChAOoz @ Nov 17 2020, 11:43 AM)
Gloves is such a crowded trade.

Currently trying to find the next things, but market seemed overvalued except property.

Anyone else got others low P/E industry to recommend ?
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I'm currently aiming for utilities sector

* MMC/Malakof : Only around 9-12 PE, but this one is more towards a high dividend play rather than capital gain play. Also have to wait next year for dividend.
* KPOWER: This one will be giving out share split & warrants (Entitlement date TBD). Great revenue growth history.
* MFCB: Currently waiting for this one to break resistance. Quarter result should be released within this week. Insanely high profit margin and giving out dividend soon.
Assassin's
post Nov 17 2020, 06:04 PM

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JFTech just announced their quarterly result. Good profit but is it good enough to meet the market expectation for it?

StockRevenuePBTNPNP MarginROEQoQYoY
JFTECH9,1424,0474,00743.83%4.52%30%↑122%↑
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This post has been edited by Assassin's: Nov 17 2020, 06:09 PM
Assassin's
post Nov 18 2020, 09:38 AM

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TGUAN fly to 7%, and its not even 10am yet. The fuck?
Assassin's
post Nov 23 2020, 10:54 AM

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QUOTE(Duckies @ Nov 23 2020, 10:38 AM)
Oh wow both are good. Scientex acquired Daibochi so let's see the next QR improves or not. Meanwhile SCGM diversifies to PPE and face masks right? So their upcoming QR will be better.

My gf bought Daibochi while I bought SCGM.
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Be careful with packaging stock right now, TGUAN and MASTER saw a big sell-off when their QR result wasn't as good as expected.
Assassin's
post Nov 25 2020, 12:47 PM

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Is the voting on Budget 2021 set for tomorrow or not! So confusing these news outlet

Source: Voting on Budget 2021 likely to be delayed to Nov 30

Schedule for budget voting on track — source

This post has been edited by Assassin's: Nov 25 2020, 12:48 PM
Assassin's
post Nov 25 2020, 07:52 PM

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MPI reported a good QR result, most likely due to better contribution from Carsem Suzhou (serving Huawei), but its really weird how this company keeps hoarding massive cash. Would rather prefer them to spend it on expansion.

StockCodeRevenueNet ProfitNP MarginP/EROEQoQ%YoY%
MPI3867440,58565,78414.93%28.883.67↑12.77%↑50.32%

This post has been edited by Assassin's: Nov 25 2020, 07:58 PM
Assassin's
post Nov 26 2020, 10:50 AM

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QUOTE(lauwenhan @ Nov 26 2020, 10:41 AM)
MPI flying.

Tech companies in Malaysia uptrend

MPI, Inari, Unisem, Mi, Greatec, KESM

Laggards:

Frontkn, Dufu, Pentam Vitrox
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MI is in downtrend due to bad QR.

Also, keep an eye out for UWC also brows.gif, QR result likely at early Dec.
Assassin's
post Nov 26 2020, 11:09 AM

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QUOTE(ChAOoz @ Nov 26 2020, 11:00 AM)
Looking to get a stake in MI. Trying to find a a good entry. Might have missed it on right after the QR announcement.

As for UWC, yup just waiting for the result. All indication pointing to quite a good one. But I'm trying not to get too ahead on the expectation.
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For MI, I don't think the latest QR was that bad. Their revenue grew, but had to spend a bit on R&D, sales agent and their new Batu Kawan factory, nothing wrong with that.

But I guess market these days have to much unrealistic expectation, keep expecting company to beat estimates.
Assassin's
post Nov 26 2020, 06:02 PM

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SCIB just announce a super QR. 100% improvement over previous quarter and 1,500% over last year quarter.

All hail Karim!!!

StockCodeRevenueNet ProfitNP MarginP/EROEQoQ%YoY%
SCIB9237183,73112,4326.77%22.0710.95%145%1,553%

This post has been edited by Assassin's: Nov 26 2020, 06:04 PM
Assassin's
post Nov 27 2020, 09:44 AM

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QUOTE(zstan @ Nov 26 2020, 03:09 PM)
KHIND limit up soon
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2nd day limit up
Assassin's
post Dec 1 2020, 02:51 PM

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Furniture stock looking like its making u-turn after 2 weeks of downtrend.
Assassin's
post Dec 3 2020, 07:21 AM

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Anyone knows what industry in Malaysia benefit from weak USD?
Assassin's
post Dec 3 2020, 12:11 PM

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Considering how VS, SKPRES, and ATAIMS stock have performed lately, anyone looking at MTAG since these stocks is its customers?
Assassin's
post Dec 3 2020, 02:02 PM

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QUOTE(ChAOoz @ Dec 3 2020, 01:14 PM)
I notice your watchlist / picks usually more off beaten as well. But it's a fresh perspective here.
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Yeah, I'm more of a tech investor myself, but currently trying to diversify my portfolio a bit to prepare for next year. Managed some success with KPOWER (thanks Karim) and also some lost with MFCB.

Currently aiming to have one more non-tech stock that can go into my list of long-term stocks by the end of the year.

This post has been edited by Assassin's: Dec 3 2020, 02:02 PM
Assassin's
post Dec 3 2020, 03:58 PM

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KLCI now ATH for YTD thumbup.gif thumbup.gif

This post has been edited by Assassin's: Dec 3 2020, 04:00 PM
Assassin's
post Dec 4 2020, 08:30 AM

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UWC just proposed a 1:1 bonus issue. Its going head to head with Greatec biggrin.gif

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