Lol.. fundsupermart always promote Ex-Japan, not sure if its biased towards

possible....but I think they are basing on this
https://www.fundsupermart.com.my/main/resea...5-May-2017-8314

This post has been edited by T231H: May 13 2017, 05:19 PM


Attached thumbnail(s)

yea, so due to this i dont think i am suitable to trade stock. i tried forex once, so im guessing the amount of study involve is similar. i didnt do well in forex, i doubt i will be better at stocks.

how to interprate this table? can please share. thanks

Not really. If you want to invest for capital appreciation, then yeah maybe more work needed. Because those stocks, no analayst no cover, no one knows about it.

But if you are investing for income (dividend yield), few criteria criteria.
1) financial balance sheet. A company with zero debts or low debts is mich better at survival.
2) company you see everyday which people use and hard for them to survive without it. But this is just a clue. Not necessarily can work (good eg. PPB group on observation it's a good business - gsc cinema, massimo bread, blue key and cap sauh flour, neptune and sri murni cooking oil but if you dig deeper, not so impressive although it's owned by the famous robert kouk)

Can malaysia survive without it? Most likely can but hard.

But OT.

This post has been edited by Ramjade: May 13 2017, 07:27 PM

how to interpret the market valuation table?
hope this can helps....

Valuations
The market weighted price-earnings ratio (PE) or ‘market valuations’ as we commonly address it, is a measurement of how ‘expensive’ or ‘cheap’ a market is at a particular point of time. The information on market valuations is easily available on our fundsupermart website.

So how is the price-earnings ratio calculated? The price-earnings ratio is the current price of the market divided by the expected earnings per share for the market.
Expected earnings are calculated on a weighted average basis ( companies with a higher market capitalization will have a higher ‘weight’ in the calculation of expected earnings).

It is relatively straightforward to compare valuations. A market with a high PE is considered ‘expensive’ and a market with a low PE is considered ‘cheap’.
However, bear in mind that this valuation measurement is used on a relative basis. Valuations can be compared across markets, or compared within the same market on a historical basis.

In the case of profit taking, comparing with historical valuations is more relevant, as it is a better gauge as to whether the market is overvalued or not.

In other words, if the PE for market A is 25 times, on an absolute basis you cannot tell whether it is expensive or cheap.
However, if a comparison is made vis-à-vis other regions and we find that valuations of other regions range from 30 times to 40 times, the valuation for this market is relatively attractive.

But for the purpose of deciding whether or not to take profits, we can compare current valuations to the historical range of valuations. If historical valuations range from 10-15 times, we can say that market A is ‘currently trading at a relatively high PE in comparison to the historical range’. In such a situation, investors should consider taking profits.

https://secure.fundsupermart.com/main/resea...?articleNo=1783

https://secure.fundsupermart.com/main/resea...l?articleNo=606

Determining equity market’s attractiveness
https://www.themalaysianreserve.com/new/sto...-attractiveness

This post has been edited by T231H: May 14 2017, 12:00 AM

That's a really good explanation.

Though all these explanations and post from you in this thread makes me wonder if you're a key personnel of FSM ?

Portfolio at all time high again!

👍👍
Just don't forget to take note of the planned FI:EQ ratio

don't be so happy. Trump's impeachment may happen and when it does everything will bleed

Thanks for the knowledge shared.

Thanks for the knowledge shared.

For UT ... I am 95% EQ

But I consider my ASNB as my FI

What is the ratio of ut vs asnb?

Same, but thinking of moving all my AS1M to AH Select Bond Fund after they declare the dividend this year.

This post has been edited by voyage23: May 14 2017, 02:27 PM

Yeah was lil bit worried about that as I have quite some amount on equity fund.

Should be around 75/25

I will stick to asnb first... lets see next year duvidend

Can't be thinking too much of all the what-ifs that may or may not happen. Just gonna stay invested and stick to regular DCA and proper asset allocation across all regions with appropriate % suitable to own's risk tolerance.

...or if that happens you can always choose to switch all to gold funds

nah. I am running of us and monitoring my port on a weekly basis while keeping a sum of cash in CMF. once Trump gets impeach or us implodes from being retarded.

I'll swoop in