speakup

last year many ppl speculated Genting will be the next Ytl but till today it still not

3 weeks ago

metaverse

Buying is easy, selling is harder, WAITING is the most hardest. 会买是徒弟，会卖是师傅，会空仓的是祖师爷。p/s: 空仓 refers to empty hand or sideline, not short selling.

3 weeks ago

BLee

“metaverse > Buying is easy, selling is harder, WAITING is the most hardest. 会买是徒弟，会卖是师傅，会空仓的是祖师爷。p/s: 空仓 refers to empty hand or sideline, not short selling.”

Haha, ‘师爷’ (Grand Master) should also follow Market Trend; the Turtle and Rabbit story is only for certain circumstances, like it takes nine months to have a BB, it can't have Nine Women to have Nine BB in one month!! Waiting is the most patient reward in the Market. I prefer to Buy and Sell in Tranches, Not Show Wealth and Buy Like No Tomorrow. Happy Father's Day to All Caring Fathers and TradeAtYourOwnRisk

3 weeks ago

BLee

Market Trend:
The happening in the Middle East has obscured the recent announcements on SST.
What will be the additional SST impact on the Property/Construction Industrial? A good read article link:
https://www.nst.com.my/property/2025/06/1231152/revised-sst-could-push-property-prices-higher?utm_source=WA-NST&utm_medium=social&utm_campaign=WATraffic

“Although residential properties are exempt from SST, Tan noted that indirect effects, such as shared infrastructure costs and inflation across a developer's portfolio, could still impact pricing in the housing segment.

Under the revised SST framework, selected non-essential goods will be taxed at 5 per cent to 10 per cent, while construction services related to infrastructure, commercial, and industrial buildings, where taxable value exceeds RM1.5 million annually, will face a 6 per cent service tax.”

3 weeks ago

KH6996

You really wondered if Nga understand the property industry or just follow the "barks" of his boss or both. Workers staying in PBWA -contractors/factories must pay rents and now plus SST. Lorries that deliver cement, sand, materials etc must pay SST too as normally it is outsourced to transportation companies.Foreign workers have minimum wages and now EPF too. Residential developments nowadays are more than 20 storeys. Contractors need to rent tower cranes and temporary lifts, gen set and all these have to pay SST.REHDA and industry players are right, costs will definately go up across the board, only the Govt is not telling the full truth to its target voters ( we know who). PMX said avocado is for rich people, yet does he know that you can get 3 Australian avocados for RM10 at supermarkets and probably cheaper at roadside stores? Compared that with local papayas or mangoes .Thai mangoes are going even as low as RM4 per kg now, while local solo papaya can costs up to RM10 per kg. Look at service charge at restaurants, most are charging on top of 6% SST but where do that 10% go? It is definately not going to the Revenue as the 6% SST does not apply to the 10% and doesnt need to declare as restaurants' incomes. Why dont the Govt regularise that? I dont mind paying 10% service charge at a hotel as I can also enjoy the aircon and better toilet facilities too. But definately not in some restaurants that have stinking toilets and dirty floors and 6.30 waiting staff.What the Govt is doing is "machine gun policies" and it hit everybody even though it said it is only aiming at the culprits in an open area. Stop the politicking and do some real analysis.Dont just keep trying blindly to get the "votes" you are begging for and disregard those that supported you in the past as it will be gone by GE16.

3 weeks ago

BLee

“KH6996 > You really wondered … Dont just keep trying blindly to get the "votes" you are begging for and disregard those that supported you in the past as it will be gone by GE16.”

Noted on the grievances, there are 2 sides of a coin, looking at the SARA/e-Kasih queues at most Supermarkets; tells a different story.
I am apolitical, the concern is on the Market rather than ‘gone by GE16’..
The next concern will be on ‘RON95’ pricing; will get the special price provided ‘Open your Net Worth’ to qualify??

3 weeks ago

BLee

RON95 Rationalisation.

Just wonder why the hoo-ha if how much can ‘recovered’ from only 10 to 15% usage from the rich? Most of them chauffeur driven and fuelling by the driver, most likely qualified for the subsidized RON95? Latest detail as reported in Link:
https://www.nst.com.my/news/nation/2025/06/1231318/updated-ron95-subsidy-rationalisation-proceed-says-anwar

“..there's no issue of the RON95 increase affecting 85 to 90 per cent of our people.”

The promotion of Renewable Energy (RE) could be more beneficial as a way to cut down RON95 usage, IMHO.

3 weeks ago

speakup

ya ya, just like F*rking is easy, but raising a Chile is difficult

3 weeks ago

BLee

Market Trend:
Safe Haven?

https://www.nst.com.my/opinion/columnists/2025/06/1231764/israel-iran-conflict-highlights-dollars-tarnished-safe-haven

“The dollar has historically been one of the best hedges against short-term volatility sparked by geopolitical risk, behind gold and on a par with oil, according to research published last year by Joe Seydl, senior markets economist at JP Morgan Private Bank.
Indeed, a Journal of Monetary Economics paper from last year stated plainly, "The dollar is a safe-haven currency and appreciates when global risk goes up," a trend resulting from the "fundamental asymmetry in a global financial system centred around the dollar" built up over the course of several decades.

That latter part of that argument hasn't changed.”

3 weeks ago

BLee

Market Trend: What is the Stable Investment Return?

https://www.nst.com.my/news/nation/2025/06/1232273/epf-confident-stable-dividends-amid-global-headwinds?utm_source=WA-NST&utm_medium=social&utm_campaign=WATraffic

I heard from my Friends; they are putting (Invest) their extra Cash in EPF, no more invest in Bank FD. Will this affect Banking Stocks?

2 weeks ago

BLee

My few doors away neighbour told me his planning:
He planned to sell his corner unit house (empty nest) for RM1.3 mil, apply for RM0.3 mil Prima Apartment, balance RM1 mil investment in EPF, and will get roughly RM5k per month, enough spending $ for 2.. Is it Good Planning?

2 weeks ago

KH6996

There is a limit you can invest in EPF.I think the limit now is RM100,000. He can get auctioned Prima or other affordable homes below RM300,000 if he is patient.Problem is nowadays there are many sellers but virtually demand have dried up for certain price range properties as everybody is waiting and want a cheap sale as many unsure where the economX is heading.

2 weeks ago

BLee

“KH6996 > There is a limit you can invest in EPF. I think the limit now is RM100,000..”

@KH6996, you are right, it is RM100,000 per annum. Details as below:
“AI Overview
The maximum amount an individual can contribute to their Employees Provident Fund (EPF) account in Malaysia, through voluntary contributions, is RM100,000 per year, according to KWSP Malaysia. This limit applies to self-contributions, i-Saraan, i-Suri, and top-up savings. There is no strict upper limit for voluntary contributions beyond this RM100,000 cap.
Here's a breakdown:
Voluntary Contributions: Individuals can choose to contribute more to their EPF accounts on top of their mandatory deductions.
Maximum Annual Limit:
The maximum amount for voluntary contributions, including self-contributions, is RM100,000 per year.
Multiple Channels:
This limit applies across all payment channels used for voluntary contributions.
No Upper Limit (Beyond RM100,000):
There's no specific upper limit for how much can be contributed, but the annual limit is RM100,000.”

2 weeks ago

BLee

“KH6996 > … He can get auctioned Prima or other affordable homes below RM300,000 if he is patient …”

He told me he has spent more than RM10k to re-pipe, change a new water tank and some minor renovation works for a 30 year old house. Recently, I have spent RM2k for re-pipe and RM50k for kitchen and toilet renovation 5 years ago. Living in an old house is not cheap for maintenance compared with a Strata Title unit even though it requires paying monthly charges. He preferred a totally new Prima, distance is not a problem as he seldom travels locally, frequent children visiting oversea .. Empty Nest which most of us will face later.

2 weeks ago

BLee

Market Trend:
“Bond investors fleeing the United States are finding a haven in stable and lucrative Asian debt markets, with Malaysia leading the pack as the destination for foreign money.”

www.klsescreener.com/v2/news/view/1541663

How will the Market react with this info??

2 weeks ago

BLee

Market Trend:
Positive Q2 earnings seen for listed construction companies..

https://www.nst.com.my/business/corporate/2025/06/1234586/positive-q2-earnings-seen-listed-construction-companies

“They, however, said while job flows may steadilly pick up, margins will remain under pressure in some cases.” meaning sustainability for the overall industries questionable as ‘the piece of cake’ might not be enough for everyone!! TradeAtYourOwnRisk

2 weeks ago

fakelok747

investing is so easy, buy high sell low

2 weeks ago

BLee

“fakelok747 > investing is so easy, buy high sell low”

Yes, in that case; losing $ is so easy, buy High with Margin and Force Sell Low … in a Bear Market. Another Investment Strategy, Cut loss Before Margin Call, Loss less rather than Loss All to Fight another day, wait for Bull Market. Happy Investing and TradeAtYourOwnRisk

2 weeks ago

BLee

Usually my Speculative Trades on Counters after ‘waterfall’; so called catching the ‘Falling Knife. This opportunity doesn't come often and needs to Hold for years to see the result or can be Total Lost if delisted…

One counter (with below details, can easily guess the counter) meets my requirements this week.

Details of the counter extracted from Mar25QR:
“Total Assets of 102,423k vs Total Liabilities of 19,917k
Net assets per share (Sen) 39.07
Accumulated Losses from -60,888k as at Sept.2023 to a Positive of 408k as at Mar.2025

The Group recorded pre-tax loss of RM7.95 million for the current quarter ended 31 March 2025 as compared to RM7.21 million pre-tax loss recorded in corresponding quarter ended 31 March 2024. Current quarter pre-tax loss mainly due to provision of impairment loss on trade and other receivables of RM5.25 million, losses on fair value changes of quoted securities of RM1.74 million and depreciation of RM0.88 million.”

As of Today, 26062025, the Favorable/Unfavorable Details as below:
EPS -11.05
P/B 0.23
PE -0.81
ROE -28.28
52w H/L 0.095 - 0.28
Capital RM19 million
NOSH 211 million

Buy is Easy, Selling is Hard; bought at RM0.09, don't know when can sell.
Happy Speculative Trading and TradeAtYourOwnRisk

1 week ago

BLee

Market Trend:
Who will finally pay for the 8% new SST?

"He said businesses already faced higher overheads due to the rise in the minimum wage from RM1,500 to RM1,700, the rationalisation of diesel subsidies, higher electricity tariffs, e-invoicing and Employees Provident Fund contributions for foreign workers, among others."

https://www.nst.com.my/news/nation/2025/06/1237004/mrca-urges-government-reconsider-8pct-sst-retail-rents?utm_source=WA-NST&utm_medium=social&utm_campaign=WATraffic

1 week ago

BLee

Market Trend:
The new effective date looms due to US Reciprocal Tariffs, what will be the next moves of all affected countries?

A good website for latest update at:
share.google/dtsv01AQq29hyJnkA
There are many others good read websites, just type Latest US Reciprocal Tariffs will yield tons of info..

Our very own review:
“Malaysia most likely to get 10%-24% tariff in trade deal with US — AmInvestment share.google/AsBVj5RmVy1mJY7De “

It is just like a chess game, what is the next Gambit? Happy weekend and TradeAtYourOwnRisk

2 days ago

BLee

Market Trend:
Latest on US Reciprocal Tariffs, “WASHINGTON: US tariffs will kick in on August 1 if trading partners from Taiwan to the European Union do not strike deals with Washington, Treasury Secretary Scott Bessent said Sunday.”
Source:
https://www.nst.com.my/world/world/2025/07/1240933/us-warns-trading-partners-strike-deals-or-face-tariffs-august-1

1 day ago

BLee

Market Trend:
US Reciprocal Tariffs, the reaction; “RIO DE JANEIRO: BRICS leaders descended on sunny Rio de Janeiro Sunday, issuing a dark warning that US President Donald Trump's "indiscriminate" import tariffs risk hurting the global economy.”
Source:
https://www.nst.com.my/world/world/2025/07/1240964/brics-voice-serious-concerns-about-trump-tariffs

1 day ago