*** Bursa Theatre is Empty!
*** All have "Enter The Dragon"!
*** Dow is just "hanging there", very dangerous!
*** This Friday critical Job Report, recession soon or not, Mother of All Crash is ticking!

*** Fund Managers are "panic" now!
*** Exit Bursa!
*** Enter Hang Seng !

*** "Bad" news for Bursa!
*** Tides have turned: It's a sin not to pivot to Hang Seng!
*** China unleashed hundreds of billions in stimulus packages, and more to come !
*** Chance of a lifetime!

*** "Bad" news for Bursa!
*** Tides have turned: It's a sin not to pivot to Hang Seng!
*** China unleashed hundreds of billions in stimulus packages, and more to come !
*** Chance of a lifetime!

*** "Bad" news for Bursa!
*** Tides have turned: It's a sin not to pivot to Hang Seng!
*** China unleashed hundreds of billions in stimulus packages, and more to come !
*** Chance of a lifetime!

*** The Haunt of Unsettled Alleged Scandal!
*** Lingering recession fear in US!
*** All eyes on how much 50 bps can do, is it too late!
*** Historically, very dangerous (not immediately) after rate cuts.

*** "Blitzkrieg"!
*** You got to be very fast in Glove arena.
*** Get burnt easily if dragging longer than necessary!

*** Too volatile & swinging.
*** No strong leads.

*** All look well.
*** Timely announcement: E&Y.
*** Improving biz trends.
*** Should be hot upon PN17 exit!

*** Closing at 0.38 should be no problem today

*** But beware of the Risks!
*** US recession risk is the looming monster, can get loose anytime!
*** US national debt of 35.4 trillions is ticking timebomb! Interest is larger than national defence budget!
*** A misfiring in South China Sea or Taiwan Strait !
*** NATO (anytime) entered Ukraine War => WWIII !

*** But beware of the Risks!
*** US recession risk is the looming monster, can get loose anytime!
*** US national debt of 35.4 trillions is ticking timebomb! Interest is larger than national defence budget!
*** A misfiring in South China Sea or Taiwan Strait !
*** NATO (anytime) entered Ukraine War => WWIII !

*** But beware of the Risks!
*** US recession risk is the looming monster, can get loose anytime!
*** US national debt of 35.4 trillions is ticking timebomb! Interest is larger than national defence budget!
*** A misfiring in South China Sea or Taiwan Strait !
*** NATO (anytime) entered Ukraine War => WWIII !

*** Bursa frenzies soon...

*** US funds set to outflow to emerging markets as in Malaysia

*** Exciting times brewing ...

*** Bursa frenzies soon...

*** US funds set to outflow to emerging markets as in Malaysia

*** Exciting times brewing ...

*** Bursa frenzies soon...

*** US funds set to outflow to emerging markets as in Malaysia

*** Exciting times brewing ...

*** "Fed fires up"!
*** "S&P pops"!
*** Tomorrow Boom Boom Boom!

*** "Fed fires up"!
*** "S&P pops"!
*** Tomorrow Boom Boom Boom!

*** No worries for FIVE years!

*** US soft landing expected this Thursday with rate cut

*** BOJ (Bank of Japan) to remain rate this Friday to avoid another July crash

Let's hope to see more actions in Bursa in coming days...

*** US expected soft landing this Thursday with rate cut

*** BOJ (Bank of Japan) to remain rate this Friday to avoid another July crash

Let's hope to see more actions in Bursa in coming days...

"Chronic Death March"!

No momentum!

Losing steam!

Faked breakout!

Dangerous trap!

You don't see steady queues of a million shares Buy yet!

Some Funds just take the risk!

Better be safe than sorry later.

Very deep water !

Even the stocked has been sold down for many days, still no one no big funds dare to "buy the dip", that shows MACC's investigation is scaring the hell out of big boys!

No one knows, what bombshells will drop anytime.

So, hold tight.

Two more trading days!

Expect some breaking news this Friday!

Hope there is investigation update or company Press Statements.

Absolutely very risky to dip your toes in the water now!

Hoard your cash!

Wait for the moment!

Seize the moment of crash or mini crash!

Now, just sip your coffee and enjoy the events around MACC, FED RATE CUT & RECESSION SEVERITY, US ELECTION.

Consensus won't lie, Gold (safe assets) is all time high.

Safer to wait and watch the FEDs Meetings on 17-18 SEP...

No one is expecting any good out of it.

I think traders are waiting and watching closely the timing of MACC update (guilty or not) and Fed's meetings together.

Counter may suffer DOULBE blows if both outcome from MACC and Fed's are bad.

The power of words!

From:
MACC's "collected documents"
MACC'c "probe" to
MACC'c "investigation" now

How many millions already wiped out!

And the story is just getting started!

Tough days for the stock price ahead!

Waduiii...

With this type of news (very bad for a listed company and its stock price, whether true or false!) and the sea of red in US, no eye see on Monday!

Wiped out all gains, half a year ago since March 4, 2024 (RM2.50)!

That's why some said, it's not your money yet until it becomes cash in your bank!

Malaysia Bursa is really an interesting arena, full of dangers, full of traps and full of opportunities!

You are the winner if you can consistently nail it !

Another 7.8% drop to RM2.49, unbelievable!

Many are sitting on huge paper losses!

So many negative and sensitive words circulated here.

Someone from top management must clarify the rumours and negatives news.

This is another "mini" Black Swan event!

Will tomorrow be better or worse?

Let's see...

RM0.60 !

When all hell breaks loose in US market on 17th September (Fed Meeting), no one knows how low it can go!

One thing for sure, the counter will be shorted like no business!

Fed is having the biggest headache:
A. To cut rate, US dollar will collapse further. US dollar certain outflow to emerging markets.

B. Cut just a little rate say 25 basis points instead of 50 or more, you can't contain a recession.

C. No rate cut (delayed):
All indexes crash like hell.

September 2024 going to be biggest dilemma for Fed and US markets.

May be WWIII starts, everything can talk later including 35 trillions debts.

Another 10% down to RM2.70, unbelievable!

Wiped out gains since five months ago!

The amount of RM2.7 billions is just too big to ignore!

MACC is no nonsense nowadays!

More exciting news ahead!

The investigation amount "False details on claims" of RM2.7 billions is a huge amount!

We can't be sure there will not be further bombshells!

Safer to be light or stay sideline for now!

US recession (and unemployment data) is the biggest worry as The Sahm Rule has been accurate and NEVER failed:

"Since 1970, the Sahm Rule has coincided with every recession without failure".

We may be seeing the biggest crash brewing since 2008! Very scary indeed! But also good opportunity, right?

Much to think why Warren Buffet offloaded Apple shares and horded 277 billions cash!

No hope of recovery until the boycott on Starbucks is lifted!

Huge losses suffered by BJFood!

Wait for good news from Gaza!

Very unfortunate business!

Losses caused by the boycott on Starbucks from the conflicts far away in the Middle East.

The losses should continue as long as the boycott is not lifted.

Ex-Dividend date : 17 SEP 2024

Preferential Dividend 6.49% pa.

Uncertain trading time ahead!

Foreign funds are two edged swords!

You love them and you hate them!

We Malaysians are always vulnerable, when suddenly they pull out (they are always short-term players), YOU suffer and be stuck.

Predicting the directions of foreign funds is a great challenge (need to read and know a lot of happenings eg company wise, national and world's economy and geo politics, etc).

We are now running on bull sentiments in Bursa but also with a very real timebomb in the NASDAQ US, nuclear bomb by Tsar Putin in Ukraine or even Sino-US conflicts in the South China Sea...

Always be prepared for any Black Swan event and gain from it...

Forget about the fake scare of the legal case in August!

Expect the "frenzy" of FED's interest rate cut in September.

I don't think the current low price of RM1.10 can withstand the rush in by foreign funds!

All eyes on Fed !

If SOMEHOW Fed changed decision to delay the rate cut or cut just by a little, then better run for cover!

If POS truly wants to turn around, it could consider JV with an established, reputable and super efficient partner like SF Express of China for example.

POS could adopt and leverage on SF's super efficient technologies, business model (eg subcontract with delivery van companies, JV with delivery boys, JV with outlets operators and owners, to eliminate huge costs, etc...).

That's the strategy of Proton to improve and boost its business by JV with Geely of China (49.9% equity). Today, Proton is different and in better competition, including the EV!

That's how I see it, what do you think?

It's an old tree gradually falling leaves...slow and painful !

Someone just work out how much Revenue Per Employee contributes and compare it with peers, the answer might perhaps reveal the unsolved root problem!

Also, no need to rent so many outlets, just subcontract out the outlets AND people, this will save HUGE fixed costs!

Legal action is actually a good thing for the company because:
* It shows the biggest shareholder PNB is serious about INTEGRITY and ACCOUNTABILITY of SPSetia's senior management
* It's a serious reminder to the future team to be truly professional
It's only a knee jerk reaction (as the market acknowledged today in renewed buying at low prices)
It's not "Steve Job" that you can't find replacement for, or sinister like CEB (huge sell down but no large shareholders emerged), so let's hope the chapter IS over and prices back on track with Bursa.

At about RM1.0, you could buy much cheaper than those who bought a much higher prices over the last six months, including EPF.
HOLD a few weeks or months, handsome profits can be made when rebound.

Next AVALANCHE.......???

Expect news coverage by The Edge soon.

If the report is positive, then expect renewed buying interest.

It's merely "storm in a teacup".
Sell down to RM1.0 is risky for big boys as the resistance is too great.

Other big boys will buy the cheap tickets.

Operators don't like Black Swan event, when this sudden litigation occurred, fears gripped due to the uncertainty of the case (whether any impact on the company).

Management must give assurance to investors about the possible impact, otherwise we can expect the prices to be subdued.

No one will deny that it's a matter of when not if, the all-time high NASDAG will burst anytime.

Just waiting for a trigger.

When it crashes, it will be spectacular and all stocks in Bursa will crumble like tofu.

History will always repeat itself: Black Monday 1987
Dot-com Bubble 2000-2002
2008 Financial Crisis 2008-2009
COVID 2020
2024/2025 Tech Crash ???

All the talks will go down the drains when bubbles burst.

Like WB, conserve cash to nail it big later!