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 STOCK MARKET DISCUSSION V150

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Ziet Inv
post Jul 3 2020, 01:48 PM

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Interested to hear what are your shopping lists for the upcoming months?
Ziet Inv
post Jul 13 2020, 02:22 PM

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Sometimes I wonder, is it really because of the FOMO that retail investors are experiencing, hence the price surged?

Or is it because the outlook is really so "bright & good" that its valuated so highly?

Same question I have for Tesla, not sure if I'm living in denial, or they are simply CRAZY!
Ziet Inv
post Jul 16 2020, 10:13 PM

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What did I missed today apart from the 3.30pm Bursa trading halt due to technical issue?

Was moving house lol didnt manage to pay much attention to news
Ziet Inv
post Jul 22 2020, 10:58 AM

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Maigad the bull is on steroid
Ziet Inv
post Aug 3 2020, 10:55 AM

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QUOTE(cucubud @ Aug 3 2020, 10:45 AM)
Look at DUFU today after bonus issue. tongue.gif
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Was watching it goreng right after opening, the fry kuey teow is real.

Anyway i did some research and screen through its annual report, financials look very strong, growth looks promising with EPS at high 10s for past 5 years.

Not sure if HDD is the future? or cloud storage could kill it entirely. What are your thoughts?
Ziet Inv
post Aug 3 2020, 12:48 PM

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QUOTE(prozfromhell @ Aug 3 2020, 12:46 PM)
lol.
Comfort is giving me almost 15% gain after i buy in last friday
Now hand damm itchy if i should sell LOL

Anyway, i only holding 10 lots
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Grats, that's still a sizeable margin.

Kinda envy lol coming from the perspective of a dividend investor (all dividend counters are as good as deadmeat currently) cry.gif
Ziet Inv
post Aug 3 2020, 03:20 PM

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QUOTE(prozfromhell @ Aug 3 2020, 01:08 PM)
I used to like dividend counters welly welly much. I got MBB, Airasia, IGBReit, YTL Reit, and genting so on
Until March 2020 where everyone come crashing down. Lucky the HC hype helped me to recovered my 60% lost

My only regret now is not exiting YTL Reit on time before today

bangwall.gif
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My god im also on the same boat. Big paper losses today, money gonna get pregnant for at least solid 3-4 years before breakeven
Ziet Inv
post Aug 9 2020, 11:32 AM

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QUOTE(ratloverice @ Aug 9 2020, 02:37 AM)
It is very unlikely that China will ban Apple. The consequences will be so severe that China will hurt itself by banning Apple.

1. Just take a look at the link below
https://www.apple.com/supplier-responsibili...pplier-List.pdf

2. Apple has provided around 5m job opportunities in China.

3. App developers in China earn more than 110b RMB annually by developing apps and software for Apple.

4. Apple has helped a lot of factories and plants in China in technology upgrades and QC improvements.

5. Final Cut Pro has been the standard software used by many TV stations and film production companies in China.

If China really bans Apple, all the parties above will be adversely affected.

Also, Apple has been being a law-abiding firm in China. China's three-guarantees requires firms to allow consumers to refund products purchased online without providing any reason within seven days, while Apple terus extend it to 14 days, even after the product is unsealed, switched on/opened, and used.

China decided to go green, so Apple positively and actively responded to it by:

1. Buying electricity from renewable-energy power plants.

2. Building a platform for the energy buyers in China to jointly explore the opportunities and challenges in acquiring renewable energy.

3. Planting 1m acres of sustainable forest in China.

4. Partnering with SunPower to provide solar power to the environmentally-preserved ABA region in China.

If China bans such a law-abiding company simply for retaliation, how would other foreign companies view the Chinese government? China probably doesn't want to take the risk of scaring foreign investors out of the country right now.
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This is a great read, further adds to the information that I’ve missed even though I thought I’ve understood AAPL enough.

Thanks for the write up!

Ziet Inv
post Aug 12 2020, 02:00 AM

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QUOTE(Vanguard 2015 @ Aug 11 2020, 11:22 PM)
I know that anything I say here will probably fall on deaf ears. But no harm in trying.

Please only goreng stocks with money that you can afford to lose 100%. From the postings here over the past few days, a lot of the forumers here will be slaughtered for following the herd and chasing hot stocks with no fundamental.

If you are playing with just ‘fun’ money of a few thousand RM or even RM10K depending on the size of your overall portfolio, then please go ahead and enjoy the roller coaster ride.

But if you are trading with your life savings, borrowed money, margin account or using money that you cannot afford to lose, then please STOP playing now. Sooner or later, we will lose the Russian roulette. Six gun chambers, one bullet. How many times can we pull the trigger and walk away unscathed?
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Spot on, today Supermax already trapped quite some people I believe (those that thought the flying profit yesterday gonna carry into today) probably got stuck in 24 right now

Ziet Inv
post Aug 12 2020, 10:16 AM

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QUOTE(yehlai @ Aug 12 2020, 03:01 AM)
Supporter
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A leader leads by example and solve problems. Saluteeee
Ziet Inv
post Aug 15 2020, 03:18 PM

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QUOTE(ZeroSOFInfinity @ Aug 15 2020, 03:15 PM)
That's because he has millions in TG and Supermax haha.
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Terkandas le tu hahaha biggrin.gif
Ziet Inv
post Aug 16 2020, 07:00 PM

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Semiconductor Supply chain

Sos: TheStar


Attached thumbnail(s)
Attached Image
Ziet Inv
post Aug 16 2020, 08:29 PM

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QUOTE(ljf123 @ Aug 16 2020, 10:29 AM)
any book recommendations? biggrin.gif
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The Intelligent Investors by Benjamin Graham, e-book copy can be found online.

Hardcopy on shopee/lazada around rm 70 ish.

Dubbed the "bible" of investing
Ziet Inv
post Aug 16 2020, 08:56 PM

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QUOTE(yehlai @ Aug 16 2020, 08:39 PM)
Will you guys still buy Apple? the PE still very reasonable compare to Tesla/Amazon
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Bought 2 AAPL on 4th August, at $434/share, never looked back

I've asked many seasoned investors, and they all say the same thing, people always doubt Apple and thinks that its overpriced, and again and again AAPL proof that it is worth (historical growth is self-explanatory)

Of course near-term the challenges are there: US election / US-China Trade War / US recession etc. etc. you gotta do your homework and weigh in your risk appetite accordingly (please do not take my comment at face value, I buy because I see future prospect in AAPL - digitalisation of banking services, takeover of smartphone industry, and many other things that constitutes an entire ecosystem)

p/s im buying for the long term so not gonna panic sell as long as fundamentals of AAPL is intact, even if China (3x% revenue?) completely bans apple products (i dont really think thats possible, CCP will only shoot themselves in the foot)

cheers

This post has been edited by Ziet Inv: Aug 16 2020, 08:57 PM
Ziet Inv
post Aug 17 2020, 12:02 AM

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QUOTE(PSS2020 @ Aug 16 2020, 10:39 PM)
How about the if no We Chat on Apple phones?
China ppl may dumb Apple phones and use Huawei, Apple worldwide market share may drop?
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To me personally, I believe anyone that used an iPhone before will find it difficult to go back to Android (at least from people that I know, myself not excluded), so there will always be a roundabout to solve that issue.

For the people from China, they would be split between
(1) Stuck in the iOS ecosystem and look for alternatives
(2) Going back to Android and use WeChat as I know its their Facebook & digital bank there

I believe some forumers from the US stock discussion thread here mentioned before, a few millions of China people still works for Apple (production factories), boycotting Apple will mean shooting in their own foot.

However these are mainly the risks that I'm willing to take with AAPL because not all stocks are perfect (maybe AMZN haha!)

This post has been edited by Ziet Inv: Aug 17 2020, 12:03 AM
Ziet Inv
post Aug 17 2020, 09:02 PM

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QUOTE(CQT @ Aug 17 2020, 08:53 PM)
Hi I am new in trading. May someone explain to me what is realized loss? I buy 400 unit share at 17.96 but it keep dropping in share price so I decided to sell at 13.66 so in my account show realized loss of Rm-1748. So that mean I had loss my capital or I had loss rm1748 from my capital which is (400x17.96)?

Please enlighten me guys, thanks
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Like yggdrasil mentioned, loss of RM 1748 from your capital which is 400 * 17.96

However, your actual losses is RM 1,748 + Brokerage Fee @ Buying + Brokerage Fee @ Selling
=RM 1,748 + approx RM 10 + approx RM 10
= RM 1,768 total losses
Ziet Inv
post Aug 17 2020, 09:03 PM

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QUOTE(ChAOoz @ Aug 17 2020, 08:45 PM)
Previously investment in Malaysia for me was usually composite stock or large blue chips.

During the low period pre mco, the market for Bursa especially secondary counters is heavily controlled with insiders and institution calling all the shots and having a real information advantage.

But recently with retailer participation, the landscape has slightly change and there is a real chance from profiting via catching early trends and public sentiments. It's very vibrant now as well, i hope Bursa and the SC is able to maintain the public interest and participation.
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Wonder is it because genting close shop haha

Jokes aside, the rise of Robinhood in the US also shows retailers fueling the stock market movement
Ziet Inv
post Aug 24 2020, 12:28 AM

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QUOTE(infested_ysy @ Aug 24 2020, 12:15 AM)
Mari, dufu and frontken!
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Frontken's time to shine again? What did I missed?
Ziet Inv
post Aug 24 2020, 09:26 AM

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How come frontken fly?
Ziet Inv
post Aug 25 2020, 01:17 AM

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QUOTE(HereToLearn @ Aug 25 2020, 12:09 AM)
I get exposure to US stocks via unit trust. Lazy to manage  doh.gif
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Mind if i ask whats the return thus far with unit trust, post fees?

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