Scenario isn't Now... probably 4th Quarter...2020...!!!
https://www.marketwatch.com/story/the-yield-curve-inverted-here-are-5-things-investors-need-to-know-2019-03-22

Former Fed chair Yellen says yield curve may signal need to cut rates, not a recession | https://www.klsescreener.com/v2/news/view/507473

PAKATAN...V/S... Corporate Sharks...Hope Happening in Bursa...!!!
https://www.businesstimes.com.sg/companies-markets/goh-hin-calm-gets-3-years-for-role-in-trading-conspiracy

BTW...I see everyone my Sifu... because I can learn from their strong points n weak points...the crucial points are we learn from our shortcomings n be humble with our own success...always learn from mistakes n try not to make the same mistakes again. Value investing is more on how we can see mistake in stock pricing or mispriced scenario...n it's just approximately correct only... unforeseen circumstances can happen... because overall business environment changes rapidly. Now we are in this supernova century...where we see so many technologies, scientific, n business model changing at full speed. Be prepared any which way you look at this present time...GL... everyone.

Aiyoo...yo...Just look at Dayang...BTW I don't buy that share...they must take profit after 100%...to zero down their cost of capital...n Cannot use margins to buy at higher Price. They want to chase the last dollars...so where is it going now... unforeseen circumstances happening...we cannot blame others for our own greediness n shortcomings. For this type of cyclical business model...PE of...@>11x... probably overvalued...unless they can produce increasing EPS within these 3 years going forward...then probably has higher PE multiple. At present those IBs are reasonable in their analysis. Of course different people have different valuations outlook...so we shall see the next few days...GL... everyone.

BTW... people are born n due to their upbringings... different types of characters n thinking... different experiences n knowledge...some people want more risk... whereas some are risk averse...some want excitement n they don't feel boring...some just have others hobby to do...just invest n analyse its financial statements yearly...n Not quarterly. So it depends more own your own temperament n your experience... whatever it takes...at the end of the day...your capital return must be Okay...then your venture into that Investing strategy. Always be flexible n admit our own shortcomings...nothing is perfectly right...I think all strategies have some flaws n not flawless. Analyse more to maximise our Margin of Safety...n minimise our Margin of Error. TQ.

Relaxation during weekend with family n friend is the best option to be rational. Sometimes we need to listen to younger children asking unreasonable n unrealistic questions...but we must be good listener... Investing in a good business is the same...why people like to buy this product or use this service...ask yourself why...who are our competitors...how is its demand... actually investing is quite easy...you listen...you see...you analyse...who are the people using our products or services... woman, man, children, young or old, etc...just look at Milo enough...when you visit kopitiam...100% customer will call for 'Milo Ice'... nobody will call for 'Olvatine Ice'...there are many products n services out there...so listen... especially what your girlfriend or wife got to say or tell you that she likes...Invest only on products or services that are sustainable, consistent profit margin, EPS, cash flow, dividend, bonus...(40~60% of EPS)...increasing book value... especially its retained earnings, above average 5 yer..Dupont ROE...@12%... decreasing long term debt. Read at least 5 years of financial statements...take notes of what BODs have what it takes to run the business moving forward...plus few insiders are substantial shareholders n running theirs business. GL ..!!!

TOPGLOV's Macro...!!!
Bear Market for Rubber May Last Another Decade on Oversupply | https://www.klsescreener.com/v2/news/view/505538

Hahaha...Hero...is saving human life... without asking for anything in return... Since the Cuban missile crisis... American was saved... that's was when commercial airplanes are in serviced... Asian great philosophers... especially Buddhists believers...will make American beliefs sooner or later...then US will treat China differently...after some space station crisis...with the help from China aerospace...space technology...will be so advanced...thanks to Rare Earth...from China... that's why China don't anyhow sell their most precious treasure...Space technology aren't linked to military...all are equalled...!!!

Overall sentiments is mixed...But this article...VS has a good chance to sign new contract manufacturing for MNC...!!!
Trump says tariffs on Chinese goods will stay for ‘substantial period of time’ | https://www.klsescreener.com/v2/news/view/505118

Malaysia's Biggest State Fund Sees Strong Revival for Stocks | https://www.klsescreener.com/v2/news/view/505124

Hahaha... approximately as what...@unclelimhuat says...the future is very bright...these 6 months until Oct... probably the price is consolidating...unless there are huge whales... institutions or funds bidding higher n higher...Stay invested or Stay tuned...GL...!!!

CEO Gan S.Y. Say it loud n clear Now...!!!
US-based Bissell brings welcome relief to VS Industry | https://www.klsescreener.com/v2/news/view/50481

Macro~Micro-Valuation...!!!
https://seekingalpha.com/article/3474186-simple-framework-combine-macro-micro-factors-assess-valuation

Soros Wisdom... hahaha...!!!
https://www.caproasia.com/2015/08/14/10-quotes-from-george-soros/

Well...trade war... economic war...cyber war...whatever is it...US just don't really understand or trust China...these problems will be solved...but not perfectly solved...So many top companies in China aren't public listed...plus lack of transparency....run by state enterprises. These are the strong points in CCCP...you can see how fast the growth...it takes China 30 years...but for others probably more than 100 years...!!! There are many extraordinary kids born in China this century...as I know this century belongs to China...as was the last one belongs to US. Before that it was UK. So within these scenarios...I think some OEM/ODM will benefits companies in SEA...plus others types of industries like furniture, glove, OSAT, ATE...where there are a lot of outsourcing manufacturing of original products or services. So Bursa companies need to be daring to venture into it...plus government need to solve foreign workers levy at reasonable rates. Malaysian need to upgrade their respective skills to undertake all these....GL...!!!

Hahaha...BTW...I would like to be too smart...to predict DJ... probably if it peaks at 29,000~30,000 points...then probably a huge reversal can happen...but before it happens...some happening must be going on...like GDP slow down... interest rates is going up...n bond rates is up...all types of rates is up...or probably crisis in Latin America... or Eastern Europe...or probably huge debts... defaulted...by some countries...some many variables...so difficult to predict... hehehe...!!!

Stock Markets Crash...can wipe out around 50~70% of our capital...like in 2008/2009...so how to invest with huge Margin of Safety...???...Never chase the last dollars...have your own target price to exit...n reduce or eliminate your cost of capital. If the company don't pay dividend, bonus, etc...Just Sell all...when your target is reached... unless you know it's business model is sustainable n BODs allocated its retained earnings above average Dupont ROE. Always analyse its products or services...how is its demand... worldwide...who n why people buy or use it... cyclical or defensive...!!!...???

Aiyah whatever it's at present... looking at markets trends everywhere... interest rates are stabilised... liquidity is flowing 70~80% into equities...AAA bonds rates are going down...these are the crucial sentiments that everywhere stocks are in bullishness trends...Even we have all the FA is good... current n annual earnings are in green...if liquidity never flows into stocks...we are in Bearish trends...So think about it...I know many people are smart...but most of us never think rationally...!!!

Hahaha...I think many get influence by these quarters earnings...but it is one of the variables for price movements...N not business valuation as a whole. Business model plus earnings growth prospects are measured in years past, present, n future...past n present...we all knew it...but the future outcome we all don't know. Investing is more on these thesis...that we don't know...the probability n lot of calculated risks...So what's the future value of TopGlov...???... Nobody dare to calculate...but we as investors will try to estimate its approximate value...So keep on trying...what are the businesses TopGlov is doing...past, present...n the ultimate keys its future...I don't know...but I still invest... hehehe...!!!

Ha...normal employees with ESOS can buy n sell...But BOD/CEO/CFO...cannot Buy n Sell shares within that one month...only after quarter report is out on Mar 22...then they can decide...TQ.

Investment graded business...!!!
'Defensive Growth' Opportunities In Growing Medical Glove Market https://seekingalpha.com/article/4231751?source=ansh $ANSLY, $HRGHY, $TGLVY

Hehehe...Insiders invested plus SBB... average price... approximately...@<0.95...probaby at present price is well supported...GL to you...!!!

Hahaha...hit by thunderstorms...humans' brains decrease seratonin...feel sleepy...lah...Or course time to add... Oversold...almost zero already... technical rebound anytime... hehehe...!!!

Ha...Added...@4.32...!!!

Ha...Businesses aren't just so straight forward...a lot of walks n barriers...these are all challenges where people who are real fighters will try to break all those walls n barriers. So kiasu n kiasi...like most of our south neighbors...better hold a corporate jobs n earn a dead salary. Investing is almost the same...lot of probabilities n calculated risks...which businesses are 100% perfect...find me one...I will Sai Lang...!!!. Malaysian Chinese are one of the most daring n adventurous people...I wonder where some of them are...???...!!!

FA... wise you won't die... TopGlov is so well integrated... vertically n horizontally...I think its business model is Top...among all glove companies in Bursa... Looking at various variables...I estimate its PE multiple...@<30x is fair...of course with...@<20x... roughly us undervalued...Invest wisely...GL...!!!

Hahaha...RSI consolidating below...@5... Oversold position...time for some bottom fishing...added... Patience...!!!

Hahaha...I still remember May 2016... VS limit down below...@<1.20...n VS-WA was around... @0.20...company was doing SBB...plus insiders were buying hell a lot...so I also bought a lot. I waited for more than 2 years...but before that I already took back my initial capital. Before I bought back VS in Dec 2018...I still have my free shares from bonus issue of 1-4, May 2018. GL everyone...Be Patience...!!!

Aiyah...@goodiewilly...all public listed companies are bound to be attacked by outsiders sharks... these baby sharks swimming outside our insiders titanium cages in the big ocean... don't fear...we are protected by insiders killer whale...we only fear those insiders MEG...even whales also be eaten alive...!!!

Well I don't really like to invest n not trade in commodities related companies...where you don't invest long term...where they don't pay dividends n bonuses...these Investing are more on cyclical n turnaround plays. If you are good at it...go ahead...we don't look at all things like nails...n you aren't holding a hammer...good luck to you anyway.

Aiyoo...I have been rewarded with free warrant issued...1-4 twice...n bonus issue once...1-4 last year. Mind you the warrant free issue was within warrant itself...1-4...last year May. Every time I invested I always remind myself... don't love my investment...love my wife n children...I will sell when I have 100% capital return... that's I will take back all my initial capital. No matter...thus time I think I can make it again... because my initial capital plus my free shares...was very low... approximately its floor or support value of below 0.75 or 0.80...GL to you...!!!

Hahaha...where are those outsiders sharks n their gangs...VS has no insiders sharks n gangs...we are 100% protected by titanium cages...Stay invested...n you will be well rewarded probably with bonus issue of free share or treasury share...plus free warrant issue...if you guys n gals have strong conviction on VS. VS never abandon n disappoint me all these years since September 2015...GL n TQ...!!!

Hahaha...those who had invested in VS n VS-WA before knew very much how terrible its volatility was...its WA fluctuated from a range of 0.20 to 1.50...within slightly more than 2 years. VS around 1.15 to above 3.00...!!!... Don't expect too much this quarter report... probably will have the same scenario like before...How the price movements going forward...no one knows about it. It depends on some variables...1. Current quarter earnings, 2. Annual earnings, 3. News...new products, etc, 4. Supply n support. 5. Liquidity from low interest rates, 6. Institutions Investors n funds, 7. Market behaviours n sentiments during this time or after. So where are your gamble Price...n did you know enough...that your invested price is approximately mispriced...well time will tell...with all those variables n unforeseen circumstances...GL... everyone... TQ.

Oh...cannot tahan the lost...learn from Sifu KYY...he can tahan...64M lost...still so strong...86 year old...I respect him...fight another day... hahaha...!!!

Oh...I see... people who are too greedy...buy but never sell...when their target probably at above...100%... that's why... don't know what they doing here...blur like 'sotong'... hehehe...!!!

Hahaha...I knew it long, long, time ago... trembling...but I still profited so much from those sharks... especially its warrant after more than 2 years... hehehe...!!!

Hahaha...I live in Mariana Trench...I am MEG...loves to eat those bleeding sharks... hehehe...!!!

Hohoho...Hooray...Bottom Fishing...Stay invested...!!!

Oh...@goodiewilly...bros... what's your averaging up Price...@<0.85...i think it's... Okay...GL 2 U...!!!

Aiyah...limit down only...@<5%...I taught going to be...@20%...Sold half of my portfolios...now only have...1. VS, 2. TopGlov, 3. Inari, 4. Penta, 5. Cash Flow...hehehe... Patience is the key...to Sai Lang... hohoho...!!!

Ha... @Jackson Jiang...if your story or rumour is true...then VS n SKPRES have good chance to get extra contract from their failure...they are newcomer in OEM...they are doing Dyson air purifier n bladeless fan...these are unique products. That's why VS increased their production lines...to become overcapacity. VS has good prospects... hehehe...!!!

Aiyoo...I am having lunch...@wendyuong... TopGlov dividend policy is 50% of it's EPS going forward. So whatever the company EPS this year...you times 50% of it... that's the dividend per year. Company pay twice dividend. You should check on its financial statements. TQ.

Ha... newbies probably don't understand much about sharks...they are very smart people wearing nice clothings... emperor's clothing...if they win...they are good friends...if they lose...they all become enemies...to see who are bleeding to death first...zero sum games...n they play with huge Margins...going up like rocket...n coming down like atomic bomb...so where or what is your Investing strategy...!!!

Ha...TopGlov management is still top class... probably these sharks smell some blood in the sea... because of some unhealthy sentiments about TopGlov...so they are gangs...so we shall see... actually if you do your homework...just invest on weakness...Price is what you buy...value is what you get...GL...!!!

Bursa only have two excellent bankers...where they have above average ROA... assets play...1. Public Bank...2. Hong Leong Bank...those BODs are serious running their assets...there rest are below average... Probably Maybank is getting better now...but still lagging behind in terms of efficiency. TQ.

Aiyoo...where is this Kenanga from all IBs standard...top 1 n 2 Investment bankers are still Hong Leong n Public...n probably Affin Hwang... closest leveled playing field. Kenanga earnings growth is just flat...all these years...!!!

Top Glove positive on FY19 rubber glove demand | https://www.klsescreener.com/v2/news/view/501018

Ha...Added...@4.45...!!!...KISS...!!!

@(S = Qr) Philip...Wonderful reflection on TopGlov...I bought back again recently...It's a wonderful company with solid team management...GL...!!!