EPF proxies protects the interest of EPF holders? See what happened to Dlady. They are still buying even though it's traded at PER 24x with DY 2.49%. Dlady has been reporting 3 quarters consecutive of profit reduction.

EPF stakes in RHB: 40.62%

LTH stakes in BIMB: 53.82%
EPF stakes in BIMB: 12.57%

BIMB stakes in Takaful: 59.74%
EPF stakes in Takaful: 5.66% ( reduced from 12% in 1 year)

eagleis. thanks for the correction.

EPF remains the seller of Takaful even though PER dropped until 9.1x with DY 4.75%. You don't really know the yardstick used by EPF to gauge a stock.

Icon8888 sifu. I bought in some since it's so low. Takaful may get back the contract from RHB. RHB is controlled by LTH.

If a 2nd liner counter posting 9 consecutive of better QR profit, it's almost ridiculous to expect its PER drop below 15x. But Takaful is special and exceptional.

Investment in long term is seen as nonsense in Bursa. Takaful has been posted better QR for the 9 consecutive quarters and yet facing the same fate of dumping due to various 'potentia'l resons haunting its profitability. It's worst than other 2nd lines. Hardly see 2nd liners share performing like Takaful. EPF has changed the role from share stabilizer to manipulator after giving its proxies to manage the portfolio.

Quite tempting at this price level. It’s entirely out of my expectation. The beauty of Mr. Market.

Better put like this....No worry because the name of world 2nd biggest economy is fake so world economy remains robust regardless of the China economy performance.

Actions are more important. Another lockdown of WenZhou after HuBei. This is the trend of locking down one another. What’s important is the implications of locking down to the world economy.

Yeah. SSlee did a small part in analyzing. He is a retire man and did it for charitable purpose.

Who want to spend time to analyze their financial statements if you know that their (Management) credibility is questionable?

https://klse.i3investor.com/blogs/Sslee_blog/2020-01-18-story-h1482839952-The_Ugly_Mainland_Chinese_CSL_Xingquan_and_Maxwell.jsp

這三種人，就是詐騙集團最愛的肥羊

https://www.youtube.com/watch?v=cb7LKEcGk4c

認知失調

https://klse.i3investor.com/blogs/kianweiaritcles/2020-02-02-story-h1483015900.jsp

We won’t be here if we don’t time the market as a trader. High risk low bet... Low risk high bet....Time market correctly to win big to cover losses from incorrectly timing. Win or lose is part of the game and nothing new. What important is consistently making money...may be I am being more conservative.

Follow Mr. Market trend is the best. Lolz

When the reliability of the official data is questionable...Once trust is broken, people want to read or watch unofficial channels trying to get closer to the real situation. They trend to believe in worst or pessimistic estimation or figures popped up from their minds in order to get a relieve of strong insecurity. Then dinosaur FEAR is magnifying to rule the market.

https://www.ccn.com/official-coronavirus-count-nears-12000-but-this-model-estimates-75000-infections/

Trump has given sweet talks in his twitter by praising CCP officials prompt actions taken and good transparency....What actions taken by him after giving out candies...

- Evacuating embassy staffs priority and citizen
-It will stop issuing new visas to Chinese travelers, and starting Saturday, it will bar any travelers who have been to China in the past 14 days. Singapore citizens, permanent residents and holders of long-term visas will be exempt but will be encouraged to stay home for two weeks in case of infection.

Information from unofficial channels are a good source to verify the reliability of the official data. It provides certain degree of insights of the real situation. Sometimes, it helps us to make a critical decision before market start heading downturn.

I am interested in only what actions have been taken by CCP and other countries to combat this epidemic to make an evaluation or counter checking with their official data. I would ignore all sweet words.

People won't fear much if actual data is presented to the public since they know what is really going on. It's not only Hubei being quarantined. Some provinces have implemented quarantine measures secretly. People China don't even know when they can start working now after CNY. What if the shutdown period extend longer period? China domestic demand slumps and It may seriously affect the supply chain globally.

When FEAR virus arrives, FA & TA become useless. Emotion rules the market.

Financial market is very sensitive to uncertainty leading to fear situation. It will contagious massively when negative news popped up unexpectedly one another making everyone feeling insecure. Hope US's CDC to come out an independent report of the epidemic development after their team entering China for investigation.

The main culprit is lacking of transparency in the official data and measures taken to prevent contagious of the infection leading people to FEAR situation. CCP officials are still fighting for power internally and disseminating manipulated information for political purpose. Nobody knows what's really happening except top CCP officials.

FEAR : an unpleasant emotion or thought that you have when you are frightened or worried by something dangerous, painful, or bad that is happening or might happen.

It could be far to wait until 6 months later. We would know how DJ to perform from now to Apr 2020. See how the margin players contain their fear during this period.

Indirect information to verify ridiculous dead figures due to coronavirus provided in the official data.

https://youtu.be/3E6vpms_xyY

Indirect information to verify dead figures due to coronavirus provided in the official data.

https://youtu.be/3E6vpms_xyY

This downturn is just an appetizer. Main courses are serving one by one. Trump feels helpless to save the market.

I see the facts regardless of dark or bright. This is my way of survival in the market. Ego...can treat as rice to eat meh!

Actions are louder than words. CCP talks sweet words and figures number 1. Actions are sufficient to judge how serous of the epidemic.

- Quarantine 56 million people in HuBei
- Added 2 new hospital in WuHan
- Redeploying of old cremation in WuHan
- Refused helping from CDC few times since early Jan 20
- Evacuation by US, Canada, UK....
- Many airlines announced suspension flying to China

Many countries are evacuating their people in WuHan. It would be getting intense as transparency of CCP in the outbreak is questionable. WHO has become a hopeless organization for its inability to come out an independent decision.

https://edition.cnn.com/2020/01/29/health/us-coronavirus-evacuation-wednesday/index.html

It seems no way of escaping market crash this year. China is the 2nd biggest economy and may shutdown for few months due to uncontrollable Coronavirus. Many people are expected to extend their stay at home and waiting the epidemic to be disappeared. Supply chain would be seriously affected.

'Really creepy': Beijing has quarantine-like conditions due to coronavirus, journalist says

https://www.kcra.com/article/really-creepy-beijing-has-quarantine-like-conditions-due-to-coronavirus-journalist-says/30684030

Another fast and furious musical chairs game after the palm oil theme. Lolz

5 million people left WuHan in the few days before quarantine effective.

https://youtu.be/4RZhszBHQTI

5 million people left WuHan in the few days before quarantine effective.

https://youtu.be/4RZhszBHQTI

No need to read the data given by CCP government or WHO. Quarantine information from China is good enough to evaluate the situation.

Now, 56 million people are quarantine in Hubei. The situation is getting worst and may extend to Beijing, Shanghai & Guangzhou. What would happen to China economy freeze? Trump is even feel helpless now.

There are many counters to buy when gloves theme play is over. Coronavirus may trigger DJ to crash this time.

Glove sector is the main focus nowadays. All the way up until the situation of coronavirus stabilized .

Market crash is hard to avoid this time except gloves sector.

WHO is obviously making a decision based on unreliable data supplied from China. NK Kim is much smarter and decisive. He closed the boarder between China about 1 week ago.

Quarantine double to 40 million people in 2 days.

https://www.bloomberg.com/news/articles/2020-01-24/china-s-unproven-antiviral-solution-quarantine-of-40-million

Supersayan. Curfew is getting nearer. Wu Han private car are prohibited on the street from tomorrow until 23 Apr 2020.

https://youtu.be/fvAjHXuPkQs

Quarantine has extended to 20 million people in few cities to contain the Coronavirus.

https://youtu.be/IauP3uDnbnw

Coronavirus could ‘escape’ from lab near coronavirus epicentre
https://metro.co.uk/2020/01/24/us-warned-virus-escape-lab-near-coronavirus-epicentre-12114591/

China's first bio-safety level 4 lab put into operation
http://www.xinhuanet.com/english/2018-01/04/c_136872077.htm

Infection small that causing the government to quarantine a city of 11 million people. Is that a joke?

It seems the epidemic is quite serious due mishandling of the situation.


https://youtu.be/aTK8jOBpC38

Ineffective measures taken by the top official in Wu Han

https://youtu.be/HPiFl_R4bFc

Better QR is not really relevant to Takaful now. QR will be announced after expiring of CE. Sigh..

Rubber glove theme play engine is just started. More to go.