STOCK MARKET DISCUSSION V150
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 Feb 24 2020, 10:07 AM
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#1
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Senior Member
3,500 posts Joined: Dec 2007 
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QUOTE(foofoosasa @ Feb 23 2020, 08:32 PM) Niama I just bought Malaysian stocks few days ago Me too i just overweight bursa, due to low valuation as compare to other index. But then this happen, how low can Bursa go i wonder. Buy the dip or cut loss |
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Feb 24 2020, 10:33 AM
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#2
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3,500 posts Joined: Dec 2007
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They do this at a very bad time. The virus effect is starting to ripple through asia economy, with major power house like China Japan Korea already expecting lower growth, we go play politics.
This is the chance we can secure some FDI due to other country supply chain issue, but no we gotta create our own news and be distracted. |
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Feb 24 2020, 10:45 AM
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#3
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Senior Member
3,500 posts Joined: Dec 2007
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If exchange rate favorable enough and counter with good fundamental might consider. US equities is too high of a premium now.
But this kind of big political shift, not gonna blow over so easily. When people voted they are invested and there is emotion behind this which lead to irrationality. See how well the government manage it. Give or take 1 / 2 months see first |
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Feb 24 2020, 02:16 PM
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#4
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3,500 posts Joined: Dec 2007
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QUOTE(Yggdrasil @ Feb 24 2020, 02:13 PM) Buy the dip. i stash all my money away already. To ensure i don't do stupid stuff.Source: I know someone who made 100% return when market crashed badly in 1998 because Anwar was sacked for sodomy. Just hold don't sell. See next month  |
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Feb 25 2020, 08:19 AM
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#5
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3,500 posts Joined: Dec 2007
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Blood on the street this morning.
With US market down by virus and political turmoil. Super great recipe man. |
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Feb 27 2020, 02:58 PM
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#6
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Senior Member
3,500 posts Joined: Dec 2007
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You google the board chairman, you will know his style at play. Corporate raider.
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Feb 27 2020, 05:57 PM
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#7
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Senior Member
3,500 posts Joined: Dec 2007
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QUOTE(Yggdrasil @ Feb 27 2020, 05:52 PM) Hmm. But I thought corporate raider refers to outsiders trying to gain control of the company by buying up the shares? I don't know what term to call this. So i say corporate raiding but in a bad way. Basically underhanded tactic to privatized the company.Usually companies will have takeover defenses like golden parachute (e.g. management exercise options when price goes up due to corporate raider buying up shares) or poison pill tactics (e.g. loan becomes callable immediately if there is change in management). This one is like problem with Independent Directors and Remuneration Committee. Moral of the story: Don't buy family owned businesses or those with controlling interest >51%. As long as they have >51% they can do anything they want with the company. Any term for this ? |
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Mar 12 2020, 10:13 AM
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#8
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Senior Member
3,500 posts Joined: Dec 2007
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Bursa is attractive, but hmm what about investor confidence
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Mar 12 2020, 02:21 PM
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#9
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3,500 posts Joined: Dec 2007
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QUOTE(danmooncake @ Mar 12 2020, 12:04 PM) Malaysia financial market is in downward spiral, first 1MDB, 2nd trade war, 3rd govt collapses and now COVID-19 pandemic. I have been collecting since 1500++ level as i thought already so depress. Prove fatal KLCI ...may lose that 1400 support 12 years of gains all gone. Could go back before financial crisis level.  |
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Mar 13 2020, 12:22 AM
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#10
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3,500 posts Joined: Dec 2007
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if 1200 or less, confirm our gov failed. I'm still optimistic about our country long term future, but the optimism getting dimmer by the day.
Resource rich country with low natural disaster but zero foreign confidence and participation. Self-inflicted crisis after crisis, bad policy and rampant corruption. |
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Mar 14 2020, 11:51 AM
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#11
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Brave the waveeee. Gonna ride this through, maybe global stimulus coming.
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Mar 16 2020, 02:56 PM
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#12
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Senior Member
3,500 posts Joined: Dec 2007
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Excluding stock that i have sold. As of now, all my holding paper profit is almost near gone. Majority being weight down by Bursa construction stock which is overweight in my portfolio.
Bad move hoping gov will stimulate the economy with infrastructure spending. Well some comfort is not yet at capital loss territory :X |
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Mar 17 2020, 09:57 AM
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#13
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Senior Member
3,500 posts Joined: Dec 2007
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Officially in capital loss territory for my portfolio as at 2016 - 2020 investing period.
Last round of buying at bursa 1.5k level secure this position lol |
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Mar 18 2020, 05:35 PM
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#14
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3,500 posts Joined: Dec 2007
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QUOTE(mr_tuzki @ Mar 18 2020, 05:06 PM) AirAsia, what's your thoughts? Lost almost 50% on AirAsia already. Missed the boat to sell last few days. I think as long as they don't go bankrupt (which is not a foregone conclusion, considering all airlines are suffering massively, and if Covid continues they'll all run out of cash!) I should just keep and hold? If me i would cut it. During uncertainty don't hold highly geared company. Look for those with strong cash flow positive counter with low debt.Also have Maybank at 8.3x, nothing I can do now, just hold and hope for the best, it should rise eventually. In time like this you could even get growth company with strong cash flow.for the cheap. Not just the standard stable boring div paying counter like banks. |
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Mar 18 2020, 08:57 PM
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#15
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3,500 posts Joined: Dec 2007
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QUOTE(ayamback @ Mar 18 2020, 07:45 PM) Any examples of such stocks? Looking at a range of tech stock that track more closely to external market rather than local.Currently in radar after heavy discount is Penta, uwc and greatech. I'm expecting the 1k usd per person budget by US to be approved. Once that is done, consumer electronics /semicon related counter should snap back to growth pretty fast. |
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Mar 18 2020, 09:03 PM
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#16
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3,500 posts Joined: Dec 2007
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QUOTE(oOoproz @ Mar 18 2020, 09:00 PM) Or all these helicopter money will go to gold and silver Hahaa this round more special. Its goes to average american if approved. So i guess they gonna buy iphones, headsets, xbox etc rather than spend on health care. The proposal.is said to be giving every american, including children and elderly if not mistaken. |
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Mar 19 2020, 11:00 AM
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#17
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Senior Member
3,500 posts Joined: Dec 2007
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QUOTE(ayamback @ Mar 19 2020, 10:50 AM) UWC dropped a lot.. and still downward trending Yeah blood is on the street. But they might be a good buy, as they have exposure to medical related industry |
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Mar 19 2020, 02:12 PM
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#18
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Senior Member
3,500 posts Joined: Dec 2007
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Using export oriented company to hedge against MYR weakening while hoping for potential capital gain.
Not bad see can get double return or either double whammy. Let me toss a dice. |
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Mar 20 2020, 08:53 AM
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#19
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Senior Member
3,500 posts Joined: Dec 2007
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The yoyo day continues. Kospi and Asx are green for now
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Mar 24 2020, 09:38 AM
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#20
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Senior Member
3,500 posts Joined: Dec 2007
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Hang Seng, Kospi, Nikkei all up. Asia is all green today, and some are up almost 5%.
This kinda time is good for swing trader. |
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