Election themed stock is way too over rated.

Point me, over the past years/elections ..... just one stock that made it great during pre-election 

Utusan Melayu (M) Bhd
Currently, political parties and politicians hold few direct stakes in Utusan Melayu, which is 49.77% owned by Umno.
Historically, the Umno directly-owned newspaper publisher has saw its share price shot up during the run up to the election.
In 2013, Utusan share price went up by 8.54% to 63.5 sen on May 3, the last trading day before polling day on May 5. Post-election, its shares shot up to 75 sen, up 18% between May 3 and May 22, 2013.

Media Prima Bhd
It easily dominates the free-to-air television segment of the media industry and certain to be a beneficiary of general election.
Media Prima controls several television networks, newspapers and radio stations and has politically linked shareholders. The EPF has a 13.22% stake in Media Prima while Amanah Raya Bhd has 11.09%.
In 2013, the media company saw its share price went up post-election. Its share price rose 11.8% to RM1.99 a day after the election and subsequently, rose to RM2.44 on May 28, 2013.

KUB Malaysia Bhd
A diversified government-linked company, KUB is one stock that has remained range bound in its trading during the past general election. Its shares rose 11.3% to 39.5 sen a day after polling in 2013 but has remained subdued since then.

Read more at http://www.thestar.com.my/business/busines...fijCDweIOKdS.99

Don't rely on articles such as this or analysts reports la.

Don't be lazy. Do it your own.



I can't straight away tell you the one who wrote that article is simply cherry picking.

Oh. You used the chart of Tenaga.

I shall say I STRONGLY disagree.

Oh yeah, the chart was very the canton then but have you done the extra work and check out Tenaga's earnings performance then?

Sorry England was out.

I disagree simply because it was an earnings driven stock (and not election theme stock).

So back to those stocks you highlighted on the star newspaper la

Apa macam? You have not answered the issues I raised.

Outlook. The recently announced binding heads of agreement with Geely as Porton strategic partnership put DRB on a better footing. While Geely is more popularly known for its successful acquisition of Volvo, we are sceptical on its ability to assist Proton from a technical and marketing perspective as well as to penetrate new markets given that Geely is also a relatively weak brand from a global perspective with a global market share of <5%. Proton still has to deal with the challenges posed by increasing competition and a weak brand perception. The outlook for DRB remains challenging given the tough operating environment of lower sales of motor vehicles amidst stiff competition.

But that's simply cherry picking.

And with past data, so easy to be good.

Take the utusan example. The author highlighted the high of May. But if he used May end data, the performance would be very average only.

And if a punter bought Utusan on any other random date...punter might even lose money.

Yet to see the high return.

Well. Check back other reports in 2013.
Look at what these media and analysts where suggesting.
'Election theme' suggestions was early as 2012....
If you play the market long enough....
it's all the same la....

christmas rally....
Raya rally....
CNY rally....
New Year rally....
Depavali rally.....

all also they suggest one....

any how.. any way also can say out one....

I should avoid stocks with high PE like >50 right? Like today a limit up stock...

what took you so long to reply?

Still got more leg up?

boon u didn't masuk when glove counter retract and breakout the resistance line?

Oh... with Scientist like Ah Koon selling out at 18++.... he send out a very clear message, didn't he?
With him selling, he indicates that he doesn't believe the valuations he wrote for Superman.... 

nah I doubt it...

But all his nonsense all these years, all the same .....

in 2016 ...

Writes and ask ppl to buy VS at 1.30...
but he contradicted his writing by disposing 47% stake at 1.25 and below...

now?

Writes and give valuation that Superman should be at least be 24.20 based on his SAFE and conservative scientific counting...
but then... once more contradicts his own writing by selling at 18++
Yeah... I am really sounding so auntie... so long winded ... yalo... guilty as charged ...
but this fella...
for all he had achieved in his past corporate life...
his status....
so rich already...
how come he need to do all this spit mouth water stuff ah?
need to stoop so low one meh?

Koon Yew Yin 23 July 2020

The price chart shows that it has shot up from Rm 2.80 to Rm 5.28 in the last 3 trading days, an increase of Rm 2.48. In its latest quarter ending 31 March 2020 the company only made EPS of 8.57 sen. Last year the company lost 57.18 sen per share.

Many stupid investors chase to buy it aggressively in anticipation of the discovery of a vaccine to prevent coronavirus. Many scientists said that it will take 12-18 months to make sure that the vaccine can really work on human. In any case, Pharmaniaga is only an agent to sell medicine and not an inventor of a vaccine.    

Walauehhhh......

  I did not realise he used the phrase stupid investor   
Cilaka... this scientist really too much.... just the other day he dared to write that Superman net profit can compound at 15% for the next 9 months.... 
That itself is probably the worst stupid comment a stock scientist can every spit out....

now he want to be a hypocrite and call others as stupid investors....
cilaka... really spit mouth water......

Ah Koon's stupid statement... yeah... since he called others stupid.... lets see if he himself clever or stupid or purely evilly cunning...
I glanced thru....

1. Last year q4, Pharma suffered a huge loss, which dragged everything into deep red....  according they had to write off a huge chunk of inventory....
well... whatever it is... the stock suffered... it fell below 1.00

2. We price stocks to the future. Pharma last reported Q earnings was in May. It returned a very decent set of numbers. Sales improved to above 800m and profits is a respectable 22million or as Ah Koon would note an eps of 8.57sen.

Sales growth and the company 'returned' to profits.

3. This is where I find it very inconsistent. Remember how Ah Koon likes to use annualized eps, cos he consider it safe and conservative approach?

From Superman posting: https://klse.i3investor.com/blogs/koonyewyi...oon_Yew_Yin.jsp

Well? If he used that valuation method for Superman, why didn't he use the same for Pharma?
For Pharma, the annualized eps would be 8.5x4 = 34 sen...

And using his GOLD STANDARD of 20xPE, then macam mana ni?
Shouldn't Pharma be worth at least 20x34 = 6.80?

Correct or not?

Macam ni only consistent mah....

How can he value stocks he got vested interest this way and not other stocks?

I mean if he wants to point out the risk of blindly betting on Pharma on the assumption of C19, then at least do with class. Something like how Alex Lu did.

https://nexttrade.blogspot.com/2020/07/phar...venient_23.html

4. Charts wise. As stated earlier, that was a classical sign that Pharma should be retracing any time... No stocks can continue to climb vertically. Profit taking will cause the stock to retrace sharply.. yup. The smart traders will sell for a profit. The pullback today and yesterday wasn't unexpected and after all, the gaps needs to be closed...

5. "Pharmaniaga is only an agent to sell medicine" .... Aiyoh. 

Kinda very malu la. If Ah Koon wants to bash a stock, he needs to do the least of homework and perhaps read the lasted QR report and see the breakdown of Pharmaniaga business. Check la the facts. Pharma does manufacturing too (although the PBT isn't very big).

Which for me it boils down to simple evilness. I feel that he wants all the speculative fund to be focused on what stock he has. After the politician statement on Pharma, there was indeed a buzz on pharma related stocks. That's causing him. And this is how I felt. He wants the punters to punt the stock he is buying...

and it's such a smart tactical move by Ah Koon. I bet he figured that there wasn't much downside since the probability is very great that Pharma would correct. And   if and when Pharma corrects, it adds power to his name. See Ah Koon... he say this stock up, it up...he say that stock down, it down. Cunning evilness eh?
Pharma last traded 3.73.

wts6819 for your reading too....

The main reason why US is creating medical history is because President Trump did not even believe in wearing face masks about 2 weeks ago. If he had made wearing face mask mandatory earlier, he could have thousands of lives.

Under such condition, the requirement of medical gloves is unprecedented in the US. As the number of new cases is still spiking in US and in many other countries around the world, the demand for gloves will continue to exceeds supply. All the glove makers can easily increase their selling prices. Investors should know that the additional selling price is pure profit because it does not involve production cost.

I foresee Top Glove will create history in the Malaysian stock market by announcing the biggest jump in quarterly profit for a listed company.

Unfortunately, less informed investors dare not buy Top Glove because it is selling above Rm 25 and they prefer to buy cheaper priced glove stocks namely, Comfort and Supermax.

Top Glove being the biggest glove maker in the world can easily take advantage of this captive market situation.

Only smart investors and well-informed Investment Bankers would buy Top Glove because they know Top Glove will soon announce unprecedented profit in the Glove Industry history.