The one may benefit the most from the trade war would be like E&E sector.

Furniture industry has its own domestic challenge, especially on cost side, on both raw materials and labour cost.

Anyway, a full blown trade war has no winner.

true but semicon and E&E cycles have peaked last year. so, perhaps now is not a good time to be vested in them.

it is internet afterall, i take only 50% of ppl say

KLCI 1600 is strong support, 52wk lowest at 1609, if really break 1600, might be very disastrous.
just my 2 cent, as I have little/none knowledge in TA.

5G coming, another wave of changing phone maybe coming soon.
currently bottleneck for producer because phone too good, change cycle is lengthen, no reason to change unless u need superior camera, nothing else.
even middle range more than enough for daily tasks.

still eyeing on INARI if it go back to 1.2X that I missed before...

*addon: other semicon like nvidia also face such problem. Price too premium for raytracing game. ppl satisfy with 1060-1080 and second hand available after mining market runtuh
** intel got 5G so tak takut, takut apple slow jer

This post has been edited by nikewee: May 7 2019, 10:56 AM

Yea. E&E could be peaked.. apple also cut estimate.

Unless electric auto drive car can pick up the steam? But electric car not the trend yet bcuz fuel car still cheap

Chances of a US-China trade deal are not good

When the bad news come out on Thurs or Fri .....Sell? Hold? Buy?

Actually I have no worries about China/Asia economies or the companies I invest in, deal or no deal. What worries me is that ppl will panic-sell.

‘No more concessions’. Why is China playing hardball in trade war talks with the United States?
https://www.scmp.com/news/china/diplomacy/a...ton-trade-talks

The president’s threat to raise tariffs on Chinese goods would hit American consumers, not China
https://www.huffpost.com/entry/trump-lies-c...4b0e4d757347bda

If the worst comes, I'll probably trim my portfolio by 10-20% especially companies that are directly affected ...... then wait and see.

This post has been edited by GenY: May 8 2019, 12:42 AM

hold because still paper loss.
trade war is still not the trigger point for recession or market collapse IMO. they still need to live by those products just change to other countries.
i.e. Vietname becoming main hub, tech and production wise, if possible buy in Viet index may be have good return, but depend on their policy and future prospect etc. <<---i no do homework just news

If major scandal/blackhole/serious consumer index drop or trump success re-elect then ....

Didn't Intel announced they are exiting the 5G business?

Electric car vs fossil fuel car in term of price, still has a big gap.

It won't be main stream unless we see big deduction in cost in fuel cell car.

Not to mention lacking of charging station and troublesome in charging (compared just pump up fuel in seconds vs hours of charging), that may result problem in long distance travel.

This post has been edited by cherroy: May 8 2019, 11:35 AM

oh yeah thanks for info, my news still stuck in era where apple said not going 5g till 2020 then intel very depress on it.

so in future we will see same processor in both china phone and apple phone?

I have a thought that in 20 more years, probably shell / bhp / petronas are start to setting up electric charge station ?

Only if cost of electric car going down dramatically because affordable for most.

$/cost rules the market.

If mobile phone is still selling at Rm10K like in the early 90's, handphone won't be mainstream gadget as today.

I'm also long term bullish on Vietnam... consider it the most promising country in Southeast Asia. There's VanEck Vectors Vietnam ETF (VNM) listed in the US, but I haven't bought yet. Several of the Malaysian stocks that I own (YSPSAH, etc) have exposure to Vietnam.

Hope a moderate Democrat like Biden or Beto will beat Trump in 2020.

asking.. Armada if buy now, still got potential ?

If you ask us whether or not a counter got potential, we sudah jadi 2nd buffett jor.

But the sad truth is we are not 2nd warren buffett leh...

LOLLLLL.......


Your question is ambiguous...Do you mean potential to go up? Or potential to go down?

i feel so regret not selling armada when it goes up to 0.26.............
now back to below 20sen ady.......

You should at least have an exit strategy, no?

Exit strategies are different for different companies. If you are planning to trade low priced stocks, set a price, hit it sell it run....

It is natural human tendency to see a stock price going up, to wait for it to go up further and not sell...only for the price to drop and still not sell it hoping that it will recover...??

If I tau which counter will go up, sudah "All-in" lo. Still got time chit-chat here meh.
Everyday busy buying and selling sudah cukup.

haizzz.... i just bought armada at that time... didn't expect it will shoot in a short time...ya ya my bad

I don't know why this thread is called Investor...Perhaps Trader thread would be more suitable. I could never bring myself invest in company with the below type of stock price graph....



or like this....




With respect, if the point of the "trade" was to get some quick bucks, then you'll have to wait a while longer again....

This post has been edited by VyvernS: May 10 2019, 04:20 PM