Sector : Logistic


CJCen (previously known as Century) : closed at 48cents from peak RM1.40 ...PER 14.97 with NTA 0.82.



GDEX (PER 75.7 with NTA 0.0769) : very high PER and low NTA ... downtrending. AVOID.



POS (PER 59.92 with NTA 2.39) .This one I like ... but have to cutloss as it hit my exit point.


TNLogis (PER 15.39 and NTA 1.57). New low from RM1.80 ..now going below 80cents. Decent numbers in PER and NTA.

Note : Logistic sectors crashing and we do not see bottom yet. The craziness of e-commerce and Alibaba making Malaysia a hub was over-blown and operators pushed these stocks up. Now, they have exited and many retailers stuck inside.

From above, which one would you buy (to invest) during crisis? CJCen ... as the Korean bought into her at high price? Or ... Pos which is going thru anti-GLCs campaign by PH-new-gov? Hmm ... Gdex would be going below 20cents ... would you buy? How about the old-good TiongNam with high NTA?

At the moment, I only focus POS for technical rebound, catching a knife.

TEH