HAPSENG Highest was around #36% from lowest @3.05!?
So they are some already profited #36% within #100 days!?
Probably they are shaking legs for 2 years!?🤔🥴

Druckenmiller,
“I learned this way back in the 70s from my mentor [Speros] Drelles. I was a chemical analyst. When should you buy chemical companies?
Traditional Wall Street is when earnings are great.
Well, you don't want to buy them when earnings are great, because what are they doing when their earnings are great?
They go out and expand capacity. Three or four years later, there's overcapacity and they're losing money.
What about when they're losing money?
Well, then they’ve stopped building capacity. So three or four years later, capacity will have shrunk and their profit margins will be way up.
So, you always have to sort of imagine the world the way it's going to be in #18 to 24 months as opposed to now.
If you buy it now, you're buying into every single fad every single moment.
Whereas if you envision the future, you're trying to imagine how that might be reflected differently in security prices.”
"That's how how great forward looking traders, win #10/20 baggers, n shake legs for a decades."
I doubt anyone investing in dividend growth, especially in Bursa will have #20/30% yield, year on year!?
Need lots of cost averaging, when prices are up, or bought at above #12% DY!?

Liquidity:
For example, large-cap stocks, n not low-cap stocks, are known for their high-trading volume, tight bid-ask spread and fast trade options.
This combination makes these stock options highly liquid investments. Other types of assets, such as real estate, art, collectibles, jewelry, and equipment are illiquid assets.
Mr. Market is a psycho moody maniac, it's always inefficient, no market in every countries are efficient.
No such thing as markets efficiency!?
Markets are dynamic or keep on changing, morning n afternoon trends can change #100%!?

AA/CAPITALA.
Mr. Market: Light Green!?
I was a PIG, since 2020, Hold average @0.75!?
Forward Going next August, we shall determine the actual market value!?
Trade at your own risk!?

StartOfTheBull
Ok. Noted. Thank you Sot2 Lee.
Past nunbers are rubbish anyway!?
Crucially are the forward/future numbers, at least #12 months going forward!?
Can anyone at least, try to analyze the forward numbers!?

Mr. Tassapon Bijleveld, Chief Executive Officer of Thai AirAsia X said:
“Following today’s approval of the Thai AirAsia X business rehabilitation plan, and on behalf of the administrator’s team of the rehabilitation plan, we are thankful for the support of all the company’s creditors as well as the Central Bankruptcy Court.
This decision and approval mark an important step forward and prove that Thai AirAsia X has proceeded along the right path in the interest of its creditors and other stakeholders impacted by recent developments. The approval will also bolster confidence in the company’s operations and its readiness to continue to grow steadily and sustainably.
Guys, u will hear this type of news, from CAPITALA, sooner or later, just buckle your seatbelts!?
CAPITALA is diversified enough now, so lots of surprises!?
Plus it's a well know Brand, worldwide, n trending Upward Now!?
Trade at your own risk!?

Druckenmiller,
“I never use valuation/fundamental analysis, to time the market.
I use liquidity considerations and technical analysis for timing.

Valuation only tells me how far the market can go once a catalyst/trend/sentiment, enters the picture to change the market direction.
The catalyst is liquidity, and hopefully my TA/technical analysis will pick it up,” he said.
Need to understand Macro/Micro Economic!?

_Frankly, even today, many analysts still don’t know what makes their particular stocks go up and down. Liquidity, expansion n contraction of money, move markets, not earnings."
"The financial world is chock full of noise and nonsense. It’s filled with smart people who don’t know a damn thing about how the world really works. The financial system’s incentive structure is set up so that as long as analysts sound smart and pretend like they know why stock xyz is going up, they get rewarded. This holds true for all the talking heads and “experts” except for those who actually trade real money. They either learn the game or get competed out," Druckenmiller.

CAPITAL A Daily Momentum!?
Mr. Market: Hold!?
S1: 0.88.
Pivot: 0.925.
R1: 1.00.
R2: 1.20.
R3: 1.45.
Trade at your own risk!?

Sslee, "so, the quote is emphasizing that in the short term, the market price can be affected by emotions, sentiments, rumors and so on, but in the long run, the market price will be affected by the company's financial performance, management and so on."
Current Quarter, is the highest, since 2018, so history repeat itself in 2024!?
Average Price in '18, was @3.30!?
Trade at your own risk!?

Graham, "Mr. Market is a hypothetical investor/trader, who is driven by panic, euphoria, and apathy (on any given day), and approaches his investing n trading, as a reaction to his mood, sentiment, n gut feeling, rather then through fundamental analysis."
"This quote is relevant until today, as humans are emotional beings,"Munger.

CAPITAL A Daily Momentum!?
S1: 0.920.
Pivot: 0.950.
R1: 1.00.
R2: 1.08.
R3: 1.25
Trade/Hold at your own Risk!?

I thought it was going to take a while to get to RM4, and looks like I am wrong.
Today, I am happy that I am wrong.
This is because, when I am wrong, I make money FASTER! Haha ...

No right/wrong!?
It's the trend/sentiment or price momentum!?
It's always dynamic or changing frequently!?
AM/PM news/trend can be #100% changes!?
Price Resistance/Retrace happening always!?
Same like Support/Pivotal!?
Next Resistance probably: R: 4.25!
Trade/Invest at your own Risk!?

HAPSENG Daily Momentum!?
Pivot: 3.60.
R1: 3.95.
Sold #25%!?
Trade/Invest at your own Risk!?

HAPSENG Daily Momentum!?
Forward Earnings Growth prospects= Hold!?
S1: 3.45.
Pivot: 3.65.
R1: 3.95.
R2: 4.30.
Trade/Invest at your own Risk!?

HAPSENG! After disposal gain, dude, still Up #30%!?

CLOUDPT Daily Momentum!?
S1: 0.62.
PIVOT: 0.645.
R1: 0.69.
R2: 0.745.
R3: 0.80.
Trade/Invest at your own Risk!?

HAPSENG Daily Momentum!?
S1: 3.30.
PIVOT: 3.50.
R1: 3.80.
R2: 4.05.
R3: 4.40.
Trade/Invest at your own Risk!?

DAY3 Daily Momentum!?
S1: 0.49.
Pivot: 0.51
R1: 0.555
R2: 0.595
Trade at your own Risk!?

CLOUDPT Daily Momentum!?
Trading Vol: 22M!? Hot!
Above, Trading Vol: 35M!? Red Hot!?
S1: 0.60.
PIVOT: 0.625.
R1: 0.655.
Trade at your own Risk!?

CLOUDPT Daily Momentum!?
S1: 0.58.
PIVOT: 0.60.
R1: 0.645.
R2: 0.69.
R3: 0.745.
Trade at your own Risk!?

TOPGLOV Weekly Momentum!
Indicator:
SMA200/50: @0.90 Convergence!?
Hidden Bull/Bear Divergence!?
Buy/Sell: Neutral.
Mr. Market: Positive/Negative News, unpredictable: 10Y US bond above #4%!? Traders are limited!?
Trade at your Own Risk/Reward!

CORAZA Weekly Momentum!
S1: 0.65.
Pivot: 0.675.
R1: 0.72.
R2: 0.775.
Overall Call: Green!
Buy/Sell: Own Risk/Reward.

CLOUDPT Daily Momentum!
S1: 0.495.
Pivot: 0.515.
R1: 0.55.
R2: 0.585.
R3: 0.63.
Trade at your own Risk!

EDELTEQ Daily Momentum!
SMA 200 n 50: Indicate a Cross n green divergence!?
Pivot: 0.58
R1: 0.62.
Buy/Sell at your own Risk!

Latest News!
EDELTEQ has engaged lawyers to contest this action and the Anton Piller Order.
The Board has been advised that it has 'Good Grounds' to contest the Litigation.
The Board has also been advised not to disclose the contents of the Anton Piller Order until it is permissible to do so.
Business can be really challenging, but unwarranted to begin, from MI.
Neutral Sentiment!?

EDELTEQ Daily Momentum!
Closed @0.575.
Bear: 0.555.
Bull: 0.615.
Unwarranted Lawsuits!
"U guys settled at 'kopitiam"!
Pinang Judge.
Oscillator: Light Green!
Trade at your own Risk/Reward!

EDELTEQ: Daily:
Oversold: 0.55.
Technical Rebound!?
Trend: Neutral.
Bear/Bull:
S2: 0.475.
S1: 0.515.
Bull:
R1:0..575.
R2: 0.615.
Trade at your own Risk/Reward!?

InfinityTifanny
Standing strong at above 90 cents, now awaiting it to hit RM1 and above again.
Profit Taking Retrace/Pivot 0.90.
Trend: Light Green!?
R1: 1.00.
R2: 1.08.
Trade at your Risk!

TopGlov:
Swing Monthly:
S2: 0.65.
S1: 0.79.
Pivot: 0.92.
R1: 1.07.
R2: 1.15.
R3: 1.30.
Buy/Sell on your own Risk.

Supermx: Daily Trend;
Trader/Swing:
S1. 0.79.
Pivot. 0.85.
R1. 0.92.
R2. 0.96.
R3. 1.04.
Buy/Sell !?
Your own Risk!?

HAPSENG Market Value should be @4.00!? BUT;
Mr. Market -- he's kind of a drunken psycho!
Some days he gets very enthused, some days he gets very depressed. And when he get really enthused, you sell to him and if he gets depressed you buy from him.
There's no moral taint attached to that.” Buffett.

TOPGLOV Pros:
1. Past #20 years profit of around #4B.
2. COVID #2/3 years #10B.!?
Against #3/4Q Lost of above #500M!?
3. Average DIvidend but good bonus issued.
Cons:
1. Inefficient/reckless, Share Buy Back #1.45B
2. Should have spend its free cash, fast n efficient on automation, IOT manufacturing plants.
3. Must Expand faster into centralized, one-stop PPE products.
Not a buy/sell advice!?
Do your own research!?

https://www.bbc.com/news/science-environment-66313266
🙏🥴
PPE are always Needed!?

@0.510!?
Swing/Hold: #80/20.!?

Free Cash Flow:
Top Glove Corp Bhd, Kossan Rubber Industries Bhd and Supermax Corp Bhd were sitting on a net cash position of RM980 million, RM2.0billion and RM2.22 billion respectively as at March 31 this year!?
Gloves companies, mostly, the past #20 years of profits, cannot beat these #2/3 years of COVID profits!?
They can afford to lose another quarters, Kossan lost, 3Q; only #30M; against a profit of above #4.1B.
Cash burn are getting lesser, as demand/supply imbalance is slowly settled.
Important the management must make use of the free cash, to create the same manufacturing plant, here, like the one in US, by SUPERMX!?

Not a buy/sell call!?
Every investment/trade has risk n reward!?

Hooked some @0.610!?
Swing/Hold: #80/20.!?

Siow Looi
Supermax will be the first Malaysian gloves company in US soil. It can seize US & European market more quickly. Imagine the branding when it's producing in US. (MADE IN USA)
Quite a numbers of variables, sales to US continents n Latin America, EU countries, the logistics charges, exchange rates, etc.
Of course the first few months, probably around #18 months, Asset Turnover will gradually go up!
First #3/6 months, will have losses!?
Any other beneficial variables, we think the management should know better!?

myinvestor
Shares (mil) 2,720.62 and net cash 2.3b. roughly worth 85cent/share. How u get .0025 cent/share?
#2.3B, invested current term in:
1. Debt Securities
2. Money Market Funds n others.
Average yield is #3.6%, so roughly around that numbers!?
U can go to its Cash Flow Statement, roughly u calculate, plus other hidden expenses going forward!?

DividendGuy67
geary, I have 40+ stocks. The benchmark is 2.5%
Benchmark of #5/10%
Not more than #20 stocks.
Swing #20%! Sometimes need to
Cut -Loss! Numbers very important, no emotions for traders!?
Average single stock is #5%, to Cut-Win, to lower average capital allocated n higher DY!

Companies such as Top Glove Corp Bhd, Kossan Rubber Industries Bhd and Supermax Corp Bhd were sitting on a net cash position of RM271.63 million, RM1.98 billion and RM2.22 billion respectively as at March 31 this year.
Of course the Cash Burn going forward, the hidden bullish/bearish, divergence, nobody can assumed from past n present variables!?
At present interest rates are high, how much #% of interest are earned from current fixed, bond n other investments!?
Supermx #2.2B, roughly around @0.025/0.03/share!?
Only two gloves companies selling below its Net-Net; Cash/Floor Value:
Supermx n Comfort!?
Not a buy/sell advice, do your own analysis.

TOPGLOV@Taiko!?
Hold/Swing=#50/50.!?
◉⁠‿⁠◉!
Sold #50%!?
Will Buy/Hold, IF,
Retracing Down @0.82/0.83!?

Supermx!?
Hold/Swing: 75/25%!?
Present Cash/Floor= @0.84.!?
Plus Treasury Shares>@0.85!?
Next few Quarters, Hidden Positive/Negative.!?
Cash will burn after #15 years, if loss of #150M/year!?
Or can pay DY of #0.05/share for #15 years!?
Added!?

DividendGuy67
Hapseng is 3.2% of my portfolio. Don't bet the farm.
2 days ago
Sustainable n normal earnings/GDP growth product/service= Around #20, Bull Eyes!?
That's #5% of our average capital allocated on one right business, running by right management n selling at right price!?

geary
TOPGLOV@Taiko!?
Hold/Swing=#50/50.!?
◉⁠‿⁠◉!
Sold #50%!?

CNERGEN!
Hold/Swing #25/75.!?

HAPSENG!?
Hold/Swing!#75/25.!?
◉⁠‿⁠◉

TOPGLOV@Taiko!?
Hold/Swing=#50/50.!?
◉⁠‿⁠◉

"High rate era coming !"
FED would start to ease interest rates starting next year, all other countries would follow.
Hap Seng is a well diversified company with interests in plantation, property, credit finances, automotive, trading and building materials. Its earnings for the past 8 years were quite impressive with an average EPS of almost 40 sen. Average dividend payout was 31.25 sen a share. Such kind of company won't collapse so easily.
Actually its Financial Leverage isn't high, just above average.
More on asset class, it's normal to have higher leverage above 1.5/2.0.
Plus higher net margin n asset turnover, but at present unfortunately it's not good enough.
That's why they sold their overseas credit division, n par down total debt. Increase working capital.
Present high interest rates, is really bad for many businesses, that need higher leverage, or borrowing.
Usually for asset class companies, that can earn higher asset turnover.
Quite an efficient management!?

Return on Equity!?
Hap Seng Consolidated Berhad's ROE doesn't look that attractive. Although a closer study shows that the company's ROE is higher than the industry average of #7% which we definitely can't overlook. But then again, seeing that Hap Seng Consolidated Berhad's net income shrunk at a rate of 3.5% in the past five years, makes us think again. Bear in mind, the company does have a slightly low ROE. It is just that the industry ROE is lower. Hence, this goes some way in explaining the shrinking earnings.
Plus dividend payout was very high at #80%, n retained only #20%.
So its earnings growth seems to decline!?
However, when we compared Hap Seng Consolidated Berhad's growth with the industry we found that while the company's earnings have been shrinking, the industry has seen an earnings growth of #12% in the same period.
This is quite worrisome.
Forward earnings of EV car dealerships with Proton, n hotel recurring earnings, will be around year 2024 onwards!?