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TSBoon3
post Dec 9 2021, 07:09 AM

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QUOTE(yhtan @ Dec 9 2021, 01:54 AM)
Mau do superapp mah, but can fight win against Grab still a question mark for me
Ini Genetec downtrend liao, i believe a lot of retailer trap inside RM40+ and going to trap there for very long time
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Long time see don't have!! tongue.gif

Tipsy mana da?

Future outlook , AA still cannot La. Building a company on debts never result in anything good.

G? 12 for 1 bonus issue proposal was a sign to get out..


TSBoon3
post Dec 9 2021, 09:32 AM

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QUOTE(yhtan @ Dec 9 2021, 09:28 AM)
Here is your tipsy

» Click to show Spoiler - click again to hide... «

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Kamsia.... rclxm9.gif rclxm9.gif
TSBoon3
post Dec 9 2021, 12:17 PM

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QUOTE(yhtan @ Dec 9 2021, 12:08 PM)
So where is my tipsy? whistling.gif  whistling.gif
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laugh.gif laugh.gif laugh.gif

of course I don't have....

console.gif
TSBoon3
post Dec 9 2021, 06:41 PM

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QUOTE(statikinetic @ Dec 1 2021, 08:29 PM)

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Still holding your Scientex? or have you sold?

tongue.gif
TSBoon3
post Dec 9 2021, 09:13 PM

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QUOTE(statikinetic @ Dec 9 2021, 08:37 PM)
I sold. A combination of a sinking market and expected less than stellar QR meant I chose to protect the capital & profits by going to cash for the period.
In terms of the QR being the lowest in the past 4Q, I was right. In terms of how the price would react, I was wrong.

Just Bursa things I guess.
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Okay.

I was looking inside... property has now contributed more than its manufacturing...

Remember this issue we talked about?

Anyway, if this keeps continuing.. surely then it has to be reclassified as a property stock. ( harlo MSing Mark II?)

and then... as you know, for property stock valuations..yardstick such as NTA...

and Scientex NTA rather much lower.... wink.gif
TSBoon3
post Dec 10 2021, 05:54 AM

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QUOTE(statikinetic @ Dec 10 2021, 02:11 AM)
Yes we did.

In terms of continued growth, I suspect there isn't much headroom for growth in their traditional plastics segment. This means in the pursuit of growth, expansion into a different sector becomes a bigger priority and this is where property is taking over. Property has better margins anyway. It's the conglomerate route.

The price jump continues to puzzle me though. With the weaker set of numbers we'd usually expect the price to tank a bit but the opposite happened.
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The problem is property counters don't carry valuations well above its assets value...in this sense, the current valuation for the stock is crazy... for me, I would have exercise extreme caution if I hold the stock...
TSBoon3
post Dec 10 2021, 10:19 AM

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QUOTE(statikinetic @ Dec 10 2021, 09:55 AM)
Best way to say I agree is me exiting last week.
Have trimmed down my Bursa holdings by a fair margin. When talking about valuations, this is up there but I feel the Tech counters take the cake.
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Hahaha.... yes... tech valuation is rather high... but this was something that hadn't sit right with me for this stock.
The property sector is contributing more and more... and if that's the case, why is the stock trading way above its NTA (which is less than 2)
doesn't make sense to me all this while...

if you ask me, the boss here should wise up to this issue...
and perhaps split the property division from its core manufacturing business. (plus its property sector is not known for its quality)

else.. in the long run... this is going down the MSing road... wink.gif
TSBoon3
post Feb 4 2022, 09:27 AM

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QUOTE(Boon3 @ Dec 1 2021, 03:49 PM)
Kehpoh sikit.... Bumi Armada?  hmm.gif

user posted image
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not bad eh?

user posted image
TSBoon3
post Feb 4 2022, 10:40 AM

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QUOTE(Cubalagi @ Feb 4 2022, 10:27 AM)
I thought u don't touch OnG? ;-)
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LOL! No worries laa... I no buy. biggrin.gif
TSBoon3
post Feb 4 2022, 11:05 AM

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QUOTE(Cubalagi @ Feb 4 2022, 10:27 AM)
I thought u don't touch OnG? ;-)
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Btw... I am a trader. When I don't trade, I still practice.

And it wasn't based just cos it was an OnG stock. Refer the sequence of postings previously.


TSBoon3
post Feb 4 2022, 02:36 PM

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QUOTE(Cubalagi @ Feb 4 2022, 02:22 PM)
So u think Bumi Armada can up much more or not?  Based on technicals.
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Err... I don't play like that woh....

If I went in the around the 46 sen region, I would be waiting to exit at this point.... ie any sign of weakness then I am out.
TSBoon3
post Feb 4 2022, 04:03 PM

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QUOTE(yhtan @ Feb 4 2022, 03:53 PM)
Ah Boon wish u Happy chinese new year!

Tiger year kasi more volatile and huat roar laugh.gif
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laugh.gif


Yeah.... just gotta be brave and grab the tiger tail! thumbup.gif thumbup.gif
TSBoon3
post Feb 4 2022, 04:22 PM

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QUOTE(yhtan @ Feb 4 2022, 04:04 PM)
jangan kena tiger bite laugh.gif

Anyway this year foresee the downtrend of US stock going to continue with a lot of yoyo up and down, Malaysia also cannot escape. Coming March has to watch out and reserve more cash.
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Yes, cannot be too gung ho....



and looks like I have to wait long long again.....
TSBoon3
post Feb 4 2022, 04:27 PM

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QUOTE(Cubalagi @ Feb 4 2022, 04:14 PM)
So early to take profit ah?
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Huh? Apa ni?

1) this is a paper trade. I still practice a lot and yes, I don't put in any money in... tongue.gif

2) If I am NOT in, I definitely won't be making a trade in here. Not even paper trading. laugh.gif

3) Yup, in my paper trade at this point, I have wrote in my 555 book, to exit on weakness.

That's it, yes?


laugh.gif
TSBoon3
post Feb 5 2022, 12:34 PM

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QUOTE(Cubalagi @ Feb 4 2022, 10:27 AM)
I thought u don't touch OnG? ;-)
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... but yea... I do noticed some of those stocks were pretty jumpy.... tongue.gif

user posted image

so you indirectly giving me tipsy ke?

tongue.gif
TSBoon3
post Feb 5 2022, 03:23 PM

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laugh.gif laugh.gif

Cubalagi punya pasal...

tongue.gif
TSBoon3
post Feb 5 2022, 04:35 PM

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QUOTE(Cubalagi @ Feb 5 2022, 04:23 PM)
I told u a few months ago already...but u said u don't do O&G.

But looking at prices, u think still can go in or not?
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laugh.gif

Yes, you did ... if I recall... and if not mistaken, if i had to choose then it's that flower stock.... tongue.gif



there's nothing for me out there la....
my kind of trading ==>> yawn.gif type

one year maybe trade one time...
sometimes... none

laugh.gif
TSBoon3
post Feb 5 2022, 09:29 PM

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QUOTE(billy_overheat @ Feb 5 2022, 02:28 PM)
tangan gatal d after cny?  laugh.gif
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Got do homework or not?

Things not too bad isn't it?
TSBoon3
post Feb 6 2022, 07:14 PM

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QUOTE(billy_overheat @ Feb 6 2022, 06:39 PM)
Not bad not bad, strength is seen in Ong

Tech is slowly stabilizing

Klci ada big money pumping

But

It's still a bit sensitive aka choppy

Ong needs to see see opec's face although earnings should be quite good

Tech needs to see see Fed's face, uncertainty looms

Klci no meat

laugh.gif

But overall, much better than a few weeks back ehh
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rolleyes.gif rolleyes.gif how would I know your exact trading style ? laugh.gif laugh.gif
TSBoon3
post Feb 8 2022, 12:42 PM

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QUOTE(billy_overheat @ Feb 8 2022, 07:16 AM)
well, wont do anything, hit and run doesnt yield better than sitting still for me. my work doesnt allow me to do that. no more wfh  bye.gif

any 555?

laugh.gif
yeah, hence i said choppy market, gonna do nothing. cash position is also a position  laugh.gif
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LOL!!!

Get your ass to work then...... tongue.gif

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