the world is upside down. I still think that it is better to sell now, and buy back later

"Into FY23, management guided Coraza’s book-to-bill ratio at <1.0x, with orders and deliveries to have softened by ~25-30% and order book standing at ~RM70mn.

The weakness is in tandem with the slowdown of the semiconductor industry, which is the group’s key end-user market. "

Already give warning about the next QR. Let us see if people start selling

QR result coming out soon. Its price dropped more than 5% today. Bad sign?

Looks like people sell after securing their dividends. The practice is quite normal I believe

Crazy P/E. The risk is a lot higher than reward. Better sell now and avoid the waterfall

At current price of 2.37, I would rather sell now and buy back later.

stock clearing stlll ongoing?

"Sad truth is company squandered it's pandemic jackpot thru senseless share buybacks at super high prices"

I must agree. Now their cash is the weakest among the Big 4. Huge losses doing share buyback. Stay away from this stock. Short term trading is ok, but it is not suitable for investment

another waterfall day?

very good news. I have not followed YTLPOWER for at least 5 years. Of course it has more than just Wessex Water. Most other businesses are doing well. Looks like the good old days are back!

Does any one knows when the commercial operation of the new semiconductor material plant in Ningbo will start?

1H 2023 is said to be challenging. Hope its business is not affected too much.

The price of the special issue is not fixed... depends on the market price when it is fixed. The lower the market price, the lower the price of the special issue

The problem is that they do not provide more explanation in their QR, so we can not access the situation and know what problems they face. How long the problem will persist? They have done nothing to calm investors. Nobody likes uncertainty.

it is earnings that count. Sell on news...

This stock does not drop much compared to most tech stocks. Is it because its quarterly report is good? Let us wait...

I believe most technical indicators already give signal sell. Now is downtrend. Just sell now and buy it back later.

After the QR of MPI, I actually thought the QR of DNEX was not as bad as feared (after reading the details). Let us see how investors react to its result.

Has been up for some time. Crazy P/E. Market sentiment is very bad. more and more money has been out of this stock. Better be prudent and sell before long term downtrend starts

Let us see how investors react today. Result was helped by land sale. Its business/revenue was terrible.

Thank you very much, newbie2y. Very informative slide. I suggest you guys to download it immediately in case it is removed.

Problems that they face is discussed in the slide. May take time for things to get back to normal. Still think that it is better to sell now and buy back later.

Has been up for a few months now. Most likely downtrend in the next few months. I would suggest sell now and buy back later. Any rebound is a sell

overcapacity and low selling price are tricky. It may take 10 years to reverse the trend, e.g the shipping freight rate.

I would suggest you sell now RM1.6x and buy back later 1.5x or lower

stock price has been up for a few months now... maybe it is time to sell now and buy back later?

While I research on D&O, I also notice JHM is projected to have some good growth this year 2023. Seems like the worst is over. Good luck for those who still keep this stock.

Its manufacturing division/expansion finally delivered good results in previous quarter. Hope it continues for the rest of the year

overcapacity and low selling price are tricky. It may take 10 years to reverse the trend, e.g the shipping freight rate.

why suddenly up? Any news?

overcapacity and low selling price are tricky. It may take 10 years to reverse the trend, e.g the shipping freight rate.

Previous low is around 33 sen. Let us see if it will drop below that or not.

Very fierce selling. Are we able to see share price below 40 sen again?

It is interesting to find out analysts project POS to be profitable either next year or in 2024. It is possible that we have seen the worst of POS. Technically, share price looks good. Some investors must be accumulating. Good luck!

What happened to Mogas 92 crack spread? It was over U$30 previously. Sorry but I did not follow HY forum everyday

Will it drop again or not? Scary like Jadem, SMi etc...

possible have to sell on news

Hengyuan was up a lot last week before QR
Expectation is very high
Share price is not as strong as a few years ago
I suspect the funds that push its share price last week would sell on news after QR

Please refer to the analyst report:
https://klse.i3investor.com/web/blog/detail/rakuten/2022-04-18-story-h1621575709-Cengild_Medical_Bhd_A_Very_Specialised_Medical_Centre

69.39% of the money they get from IPO is used for expansion.

probably have to sell on news

report out, so sell on news

I think some investors stay at the side lines because they look at the share price and wonder "if all this analysis is true, why the share price is selling at RM5 only"

Please let me know why it is a good idea to keep HY now. I thought the crack spread already collapsed? Did I miss any important info?

Interesting company. Growth stock. Just wait for 2 years. Good luck!

I think automation related counters may worth a look.

https://www.isaham.my/sector/automation

I think automation related counters may worth a look.

https://www.isaham.my/sector/automation

hmmm.. is today automation day? Looks like most automation related counters are up

the big funds most likely do not like what they hear from management. Oversupply issue. How severe and how long?

no need to ask who sell... big big fund, who else?

The stock would fall under its own weight. You need money to push its share price. Talking has ZERO effect to the share price

Do not buy too soon. Oversupply issue is real. Glove companies may start to making losses and we do not know how long it will last. If I am not mistaken, shipping industry had oversupply issue and it lasted more than 10 years. Look at their charts.

Next Federal Reserve meeting :
July 26-27