KClow
Hindsight.
Foresight! Q@2.88.

What is the fastest growing RV segment?
1. The camping community is no longer comprised of senior citizens and baby boomers.
2. Instead, the fastest-growing segment of new campers is Gen Zers and Millenials.
3. Since the start of the Covid-19 pandemic, more people than ever have been hitting the open road to head out on camping and RV vacations.
4. RV can be rented at much cheaper rates, as more Zoomers are renting for outdoor lifestyles.
5. Maintain Hold!
Right Business, Right Management n Right Price!?

pang72
Touch kenanga Tp2.50 the time to buy
Wait first
How they know, any Huge Data to support their Target!?
What's the Z Score, Hidden Bullish/Bearish Divergence!?
Any intuition from Heaven/Hell!?

Value Investing Must start at younger age group!?
For Traders, there’s no data like more data”.
Don’t ask why. There are so many variables to explain an outcome, and most traders underestimate the vast variables that influence asset prices.
No one really knows why. Thus, it doesn’t make sense to ask “why”.
Traders must diversify extremely more, plus the winning ratio is marginally Low!?
Reward will be fast, if u are Right !?
N losses can be Huge, if u are Wrong!?
Plus heavy Financial Leverage obligation!?

FLBHD:
1. Cyclical consumer products earnings/dividend growth #3.6%. Normal GDP or average 10Y bond rate.
2. Good Financial Leverage for manufacturer, but average Asset Turnover n Net Margin.
3. ROE>WACC.
Intrinsic Value: +/-@0.50.
Added!?

Jim Simons the Day/Swing Trader!
1. Find a pattern that seems like an anomaly.
2. The pattern must be statistically significant. It must have many trades and signals.
3. Don’t override the computer (you obviously can’t simulate or backtest that).
4. “There’s no data like more data”.
5. Don’t ask why. There are so many variables to explain an outcome, and most traders underestimate the vast variables that influence asset prices. No one really knows why. Thus, it doesn’t make sense to ask “why”.
6. Presumably, the win ratio is pretty low at about 51%.
7. Simons and the Medallion Fund conceal their trades. If an asset shows an anomaly at 11 AM, they conceal their trades by not buying precisely at 11 AM.
8.They use leverage because of their extreme diversification.
Leverage is the main reason for the returns.
Whale Margin Trading!?

Forward Ratio for HAPSENG:
1. Net Profit Margin is low.
2. Asset Turnover is Medium.
3. Financial Leverage Ratio is low.
Looking at various variables of earnings, dividend, debt, products n services, interest rates, perpetual growth rate or average 10Y, bond rate, n WACC!?
Intrinsic Value range:
+/-@ RM 2.50.!?

DividendGuy67. Thanks for your good advices!
It depends on individual, age, risk management, n temperament of investors/traders!
Rules of #50/50; #75/25, 80/20 n #90/10.
Stock, Low cost Index Fund, Bond, Swing Traders, n even Time deposit.

HAPSENG, last 2Q, Net Margin, Asset Turnover n Financial Leverage are considered low.
WACC probably much higher than its ROE!?
Plus business partners, restructuring of financial services n property!?
Others we don't know what's going on between insiders!?
Forward earnings, free cash flow, dividend, n debt, difficult to predict!?

HAPSENG has 6 business divisions, Sustainable n Cyclical consumer products n services!?
Market value range #2.00/3.00.!?
Hopefully, will add slowly, we don't know where is the bottom, unless earnings, is depleted or debt ballooned.!?

Earnings/Dividend Growth prospects is the Key!?
Plus Free Cash Flow n little or no debt obligation!?
HAPSENG is a diversified businesses, not easy to determine its actual Intrinsic Value.
Roughly in the range of RM 2.00/2.50, plus or minus!?

Bought a little!?

Rosmanku
qr rugi...dividen 2 sen
2 hours ago
FY still EPS #0.12.
Dividend RM 20/1K shares!?
Cyclical consumer products lah!?
Those invested must understand this business.
Floor/Cash Value @0.565.!?

Total number of shares still in treasury (units)
#11,730,632= RM 7.45M, approximately.
Free Cash #138.5M
Cash/Floor Value approximately,
@0.635.
Next Quarter, will be better!?

Singapore News.
Bivalent Vaccine.
All citizens, at present are advisable to get vaccinated.
Most important thing experts agree is to get a booster shot with the bivalent vaccines to bolster your immune system against the newer sub variants, like XBB. 1.5
Especially in Singapore, most above age 65, are advised to get injected with Bivalent Vaccine!?
Advisory messages have been sent, to all those who are qualified, after their 3rd/4th boosted, are more than 6 months.
That's how efficient n fast Singapore government is vaccinating everyone, after 6 months of boosted shots.
CNA Report.

DailyMail UK. XBB.1.5.
1. Strain has caused alarm in US over its quick spread and a rise in hospitalisations
2. XBB.1.5 has mutations that help it better infect people and dodge immunity
3 Experts told MailOnline strain is a 'wakeup call' and could worsen NHS crisis.
Latest UK News!?

COVID XBB.1.5!?
"We think it is because a larger population of people in Singapore have been vaccinated with latest vaccines and 3rd/4th boosters," he said.
That could be a problem in the U.S. China n other countries, unfortunately.

People age 65 and older are the most vulnerable to any form of the Covid virus. Yet, only 37.5% of that age group has received the updated omicron booster, according to the most recent CDC data.

The most important thing experts agree is to get a booster shot with the bivalent vaccines to bolster your immune system against the newer subvariants, especially in Singapore, most above age 65, are advised to get injected with Bivalent Vaccine!?

Almost everyone has COVID!?
Over the couner Flu medication.
The supply shortage was so bad that tech giant Tencent launched a Pandemic Mutual Aid mini app within WeChat to allow users to put up location-based posts about medication they urgently needed. Users who could spare medicines could choose to respond to these requests through the app.

Hospitals were completely overwhelmed. A friend’s wife was due to give birth in two weeks when a sudden COVID-19 infection led to irregularities in the baby’s heartbeat.

What he expected to be a routine hospital visit turned into a 72-hour nightmare. Beds were in extremely short supply, and partners were expected to double-up as caregivers as staff could not cope with the volume of patients, he shared.
Sooner or later, even u have the fourth boosted shot, u still can be infected, transmission is 1 to 18 person's!?

CNA Commentary:
Our Shanghai office emptied out as colleagues stayed home sick with COVID-19
Following a swift change in its COVID-19 policy, China’s major cities turned into ghost towns overnight as the population battled widespread infection and medical supply crunches.
Shanghai-based Singaporean Ye Jiayi gives us an inside look at the situation on the ground.

KUALA LUMPUR: Amid a concern over the rise of COVID-19 cases in China, all visitors entering Malaysia will have to undergo temperature screening checks for fever.

Those who are found to have fever, are symptomatic or have self-declared their symptoms will then be sent to a quarantine centre or to the health authorities for further checks.

In a statement on Friday (Dec 30), the country’s Health Minister Zaliha Mustafa also said that those who have been to China within the last 14 days of their arrival into the country will need to undergo the RTK-Ag test (rapid antigen test).

These samples will then be sent for genome testing if they are found to be positive for Covid-19, Dr Zaliha said.

https://www.channelnewsasia.com/asia/covid-19-travellers-china-curbs-tests-quarantine-flights-3172591
Uptrending!?

gohkimhock
@geary you seemed to miss out on this:-
"Fauci said he was encouraged by the case of Singapore, which had a major surge of infections from XBB but did not see hospitalizations rise at the same rate. Pekosz said XBB.1.5, in combination with holiday travel, could cause cases to rise in the U.S. But he said the boosters appear to be preventing severe disease."
20 minutes ago

That's why I say, don't be "Smart Alec" including those scientist, all health officers.
We still don't understand why so many honey bees are dying, not only global warming, so many pesticides, so much pollution.
Those deadly pathogens are getting more n more, mutating n changing. So probably we are going to be vaccinated every six months, of new enhanced vaccine!?
If all bees are Dead, humanity will be Wipeout within #18 months, all become zombies, eating human flesh!?

CNBC News:
KEY POINTS
•The Covid omicron XBB.1.5 variant has nearly doubled in prevalence over the past week and now represents about 41% of new cases in the U.S., according to CDC data.

•XBB.1.5 is highly immune evasive and appears to bind better to cells than other members of the XBB omicron subvariant family.

•Scientists at Columbia University have warned that the rise of subvariants such as the XBB family could "result in a surge of breakthrough infections as well as re-infections."

Nobody can Predict; don't try to be 'Smart Alex', Nobody knows, don't believe what u don't know n understand!?
Open your eyes n Seek, the Cosmos is Endless Possibilities!?

FOCUS LUMBER BERHAD
Date of transaction 30 Dec 2022
Currency Malaysian Ringgit (MYR)
Type of changes Distribution as Dividend.
Total number of treasury shares changed (units).
#8,414,108.

Total number of treasury shares held after the resale or transfer #11,730,632

Adjusted issued capital after cancellation (no. of shares) (units) #229,136,000.

Stock
[FLBHD]: FOCUS LUMBER BERHAD
Announcement Date
29-Dec-2022
Date
29-Dec-2022
Share
Ordinary Shares
Number of Shares
20,000
Shares Retained in Treasury
20,000
Currency
MYR
Price (per shares)
0.630 - 0.635
Total Amount
12,615.00
Total Treasury Shares
20,081,740

Natural Latex Glove.
During the #80s/90s, all medical gloves are made of natural rubber.
Allergies was the reason, now mostly are synthetic rubber, like Nitrile, Vinyl n Polyethylene.
Natural Latex gloves are made from a natural rubber compound and are naturally biodegradable, the same can't be said for most nitrile gloves. Traditionally, nitrile gloves have not been biodegradable, as they're made from a synthetic compound that takes many years to decompose.
Probably a #100 years to be composted.
Nowadays because of environment friendly views, n climate changes, natural rubber glove are making a huge comeback.
TopGlov n others established glove producers, what the point employing so many R&D graduates for what reasons?!
Research already being done to deproteinized natural latex, to zero down allergies.
Plus natural rubber gloves are environment friendly, n can be biodegraded within #4/5 years.
Usually expiry date of natural rubber gloves are only #3 years.
China only Hainan Island having rubber plantation. Vietnam having some also.
Now the largest exporter of rubber is Thailand, Malaysia becomes second years ago.
So Malaysia needs to centralizes their latex production, to be more efficient.
TopGlov has natural latex mills in Southern Thailand, the world largest gest centralized areas in rubber cultivation or plantation.
So Thailand n maybe Vietnam is our future big competitors in glove production.
Malaysia News Portal.

CNN Latest;
In response to the surging cases in China, the United States, Italy, Japan, India and Malaysia announced this week they would increase health measures for travellers from China.

The lack of transparent data from China - particularly about viral genomic sequencing - is making it "increasingly difficult for public health officials to ensure that they will be able to identify any potential new variants and take prompt measures to reduce the spread", US officials said Tuesday.

India and Japan have already said they will impose mandatory polymerase chain reaction (PCR) testing on all passengers from China, a measure Flahault said could be a way around any delays in information from Beijing.
29 Dec, '22.

What's the Competitive Advantage of Malaysian Glove manufacturers, the number 1, competitor is Thailand not China lah!?
Only Thailand n Malaysia is no. 1/2 natural rubber producers.
So u analyze for what is the glove that's environmental friendly, the future of artificial gloves are phasing out, even nitrile glove, vinyl glove is phasing out already.
Something to do with natural biodegradable glove!?

Rogers: Well, short sellers are good for any market that occurs. If something is really getting crazily priced, short sellers come in and prevent it from going too high.

It may go too high, but at least (short sellers) temper the rise. If they’re wrong, they just make the market go even higher because they have to cover (their short positions).

And on the other hand, if and when, whatever the item (is shorted) collapses, the short sellers have to buy. So that prevents it from going down too much because if it goes from 10 to 2, the short sellers come in and buy and it doesn’t go to one. The short sellers make it, just go to two.

So the short sellers temper moves on the upside and on the downside. Whether they’re right or wrong. So short selling is good for markets.

Many don’t understand short selling or what short sellers do.

There was a president in the United States named Richard Nixon. He could not understand it. He thought it must be illegal because he never quite understood what short selling was. We had another president named (Dwight) Eisenhower who didn’t even know it existed. He didn’t know what it was. So, I mean, these are high-level people in America. And short selling is not understood by most people. And even the people who figure it out, many of them get it wrong.
Go Ahead, Jim Rogers!

Oldbird900
Millions of Chinese are going overseas with border opening. Pray they will not bring deadly variants that can escape immunity all over the world that trigger may another pandemic.

COVID is borderless, history will repeat itself, because of greed, hatred n ignorance of humanity.

This is the Aeon of diseases n calamities, more serious pathogens will emerge, that's for sure, unless, humanity behave righteously, but it will become so terrible, then only it's a turnaround.
No other choices!?

sigma404
Market sentiment so funny recently
5 minutes ago

Traders will be influenced by sentiment, momentum, geopolitical tension, pandemic crisis, so many macro n variables.
Market is unpredictable, irrational, cruel, inefficient, highly volatile, feeling of euphoria n sadness, n name it loh!?

kentrade888
Influenced by the negative statements made in the newspapers by those experts.
54 minutes ago
Lot of fakes n correct news lah;
Most of the time it's just Gut Feeling, or consciousness involved!
Look at Eddies Ong CM, Hextech!?
Crazy lah, what fundamental loh!?
So there are no efficient, no guarantee, no one strategy 'kaotim' all the traders n investors.
True investors only look out for product or service that is sustainable, a bit of earnings growth, pay descent dividend n occasionally bonus issue.
Traders can trade in so many different markets, forex, derivative, option, stock, commodity, crypto, etc.

rr88

I bought at 0.70 bottom on 20dec and sold at the 0.95 peak this morning. Profit = 35.71428571%.
Standard #20% Return for a year is already excellent, but there are times, we may lose #10/20% also.
So be more flexible, nothing is forever winning, because we are traders.
Value Growth Investors are much different scenarios!?

bojed
Sold at 0.94 few minutes after opening.
22.88% profit in 3 days. Have a nice day everyone!
Retracement ongoing, sold half if u bought around @0.70.
Stock Market isn't organized or efficient market theory, everyday it's just seeking, it's so Volatility!?

https://www.japantimes.co.jp/news/2022/12/27/national/japan-borders-china-travelers/
Omicron BF.7!?

Business Today
News LATEST World China paying elderly to get vaccinated as Covid wreaks havoc.
China paying elderly to get vaccinated as Covid wreaks havoc, because almost two-third aren't double vaccinated n boosted,
because of less infected people, the past two n a half year.

Troubled by the ferocious spike at present, the Chinese authorities are now promising to pay those above 60 years $70 (nearly 500 Chinese Yuan) for double n boosted vaccination, Associated Press reported on Tuesday.

Singapore’s ‘decisive’ living with Covid-19 move:
All you need to know, above #95% are fully vaccinated;
From masks off outdoors to no on-arrival testing for vaccinated travellers, Singapore from next week will ease or ditch a slew of pandemic-era curbs
Alcohol can be served after 10.30pm again and live performances are set to make a return – but not all workers will be as excited about a return to the office.

China so much differences, that's the main problems!?

China is Living with COVID!
China grapples massive COVID wave with full emergency wards and crowded crematoriums: 'Many people dying'
Experts have forecast China will eventually experience a million to 2 million deaths over 2023
By Lawrence Richard | Fox News

https://www.china-briefing.com/news/managing-china-manufacturing-supply-chains-during-covid-outbreaks/
Spikes in Prices of consumer, healthcare n necessities products n services!?

Omicron BF.7; New deadly Variant might mutate or emerge!?
He said 50 of the 130 omicron versions detected in China had resulted in outbreaks. The country is creating a national genetic database "to monitor in real time" how different strains were evolving and the potential implications for public health, he said.

At this point, however, there's limited information about genetic viral sequencing coming out of China, said Jeremy Luban, a virologist at the University of Massachusetts Medical School.

"We don't know all of what's going on," Luban said. But clearly,
"the pandemic is not over."

AP video producer Olivia Zhang and reporter Dake Kang in Beijing contributed to this report. The Associated Press Health and Science Department.
Bullish Momentum!?

https://tradingeconomics.com/united-states/producer-price-index-by-commodity-for-lumber-and-wood-products-laminated-veneer-lumber-fed-data.html

Cumulative net outstanding treasury shares as at to-date (units) #19,621,540#

Adjusted issued capital after cancellation
(no. of outstanding shares) (units)
#229,136,000#

Company Name FOCUS LUMBER BERHAD
Entitlement Ordinary Shares
Ratio (New : Existing) 1.0000 : 25.0000
Securities Crediting Date:
#30 Dec 2022#
Available / Listing Date
Fractional Entitlement Round Down / Fraction Disregard

yfchong
See can add @ 0.60
1 hour ago

Probably! Cash/Floor Value @0.61!
Added Average @0.64! ｡⁠◕⁠‿⁠◕⁠｡

Bought!
Investment Graded Company!
Fair Value @<0.70!?

i3lurker
Death Spikes can go 5X higher

so if pre-death is 60 sen then the Death Spike 5 X 60 sen = RM3.00 per share

｡⁠◕⁠‿⁠◕⁠｡

AdCool

When gloves made the best results from Dec 2020 to June 2021, gloves were already in downtrend. Now gloves are making the worst results from June 2022 to Dec 2022, gloves would reverse in uptrend. That's how it works. Those who refuse to buy in or close their short position, would be wiped off in these few months. Just wait and see.
｡⁠◕⁠‿⁠◕⁠｡

The omicron subvariants BQ.1 and BQ.1.1 are of greatest concern. They are resistant to Evusheld and are increasing in the U.S. every week. BQ.1 and BQ.1.1 represent 27% of infections combined while omicron BA.5 has declined to 50%, according to the Centers for Disease Control and Prevention.

Fauci said the U.S. needs to dramatically reduce the number of Covid deaths, which currently stand at about 400 per day, before the country can declare the pandemic over.

“We’re still in the middle of this — it is not over,” Fauci said. “Four hundred deaths per day is not an acceptable level. We want to get it much lower than that.”
Fauci.

Average Bought back/
Added Enough: @>0.38:⁠-⁠)
Below #18 months; Fair Value; 10XPEG!?
@0.60/0.65.
#15%! Earnings Growth!?
Conservative Prediction: FY EPS: #0.06/0.065.!?
Food n Beverages businesses, u look around Bursa, mostly having higher PE multiple than PTRB!?:⁠-⁠)

chon99
I have no worries, even though I bought at an average price of over RM0. 43
If next quarter can maintain such profit or even better, I think it price would not remain at this level

Prediction around #500M: Sales; Net Margin: #6.6%; #25/30M Net Profit.
Just a prediction on numbers Only; market is Irrational!?