Program selling takes over when prices dropped below the floor levels i.e.

hy < 534
petronm < 538

BE FEARFUL 1st, on preparation mode to safety.,.

https://www.tradingview.com/x/WxEqwzK0/
+++++++++++++++++++++++++++++++++++++++++++++

the FIGHTING is going ON.,.

IF able to pierce thru the ceiling level = ho.say.leow i.e.

hy > 562
petronm > 557

GLOVE STOCKS r extremely WEAK, on retailers hands.,.

the regular program selling takes over when prices dropped below the floor levels i.e.

harta < 168
topglov < 81.5
kossan < 100
spm < 75

https://www.tradingview.com/x/XrLT736D/

GLOVE in health care sector is a good biz esply recession's expected to happen soon.
GLOVE is so so BAD due to a great over supply now with super low ASP.,.

IF anybody here can tell n catch the very bottom of GLOVE stocks at right.timing
= U r the best talent in stock mkt.,.

GLOVE is having

THE INT GLOVE CONFERENCE AT KLCC
on Sep 6 - 8th.
Let's hope there is a wonderful CATALYST to help turn this great biz UP again.,.

GLOVE STOCKS r extremely WEAK, on retailers hands.,.

the regular program selling takes over when prices dropped below the floor levels i.e.

harta < 168
topglov < 81.5
kossan < 100
spm < 75

https://www.tradingview.com/x/XrLT736D/

GLOVE in health care sector is a good biz esply recession's expected to happen soon.
GLOVE is so so BAD due to a great over supply now with super low ASP.,.

IF anybody here can tell n catch the very bottom of GLOVE stocks at right.timing
= U r the best talent in stock mkt.,.

GLOVE is having

THE INT GLOVE CONFERENCE AT KLCC
on Sep 6 - 8th.
Let's hope there is a wonderful CATALYST to help turn this great biz UP again.,.

GLOVE STOCKS r extremely WEAK, on retailers hands.,.

the regular program selling takes over when prices dropped below the floor levels i.e.

harta < 168
topglov < 81.5
kossan < 100
spm < 75

https://www.tradingview.com/x/XrLT736D/

GLOVE in health care sector is a good biz esply recession's expected to happen soon.
GLOVE is so so BAD due to a great over supply now with super low ASP.,.

IF anybody here can tell n catch the very bottom of GLOVE stocks at right.timing
= U r the best talent in stock mkt.,.

GLOVE is having

THE INT GLOVE CONFERENCE AT KLCC
on Sep 6 - 8th.
Let's hope there is a wonderful CATALYST to help turn this great biz UP again.,.

PureBULL >>>, [2022-08-16 2:50 AM]
harta:
every macd DC = program selling started.
I saw it going down at 186 in the 1st session.

if fun r selling n FF r not buying = it means retailers r.
it then means gloves r wholly owned by retailers with no chong.car.,.

i hope not.,.

https://www.tradingview.com/x/246261VK/

PureBULL >>>, [2022-08-16 3:01 AM]
all big 4 glove stocks should stop all the new factories n sell those lands.
n use the cash to buy stakes of each other stocks = it must be cheaper to buy 10% stake of TG than to start say 10 billion pc p.a. factory.,.

https://www.channelnewsasia.com/asia/malaysia-federal-court-reject-najib-new-evidence-src-international-1mdb-2883281

TECH stocks r the best to play by cycles, as they r powered by Nasdaq, the world most efficient stock index.

TECH REBOUND since mid July likely is nearer to the peak = 2nd HH to 2.5 HH.

1 of the final 2 hour macd DC will cause a CN esply if n when GC n DC pts r so close like touch n go type on 1 hr or 2 hr macd.
Most of the major TECH stocks r showing 3rd top with the 1 hour macd going to DC.

Anticipate to a good action is our job.
++++++++++++++++++++++++++++++++++
n gloves showed a small 1st HL = i play.play some then n was forced to cut due to;

Harta towkay did not have to tell the biz truth in FULL sentence that
the oversupply of gloves might extend until end of 2023.
Sources said he did so n the local fun began the crazzzy selldown after its QR.

these fun r now equating glove biz as the losing concern in the next 2 years.
The only way out is, they will have to fight for survivor.

FA stocks overly owned by funds would suffer program selling when
their QR PAT disappoint.

Nobody knows exactly how good or bad the QR PAT is to funds.
knowing in advance of the floor n ceiling prices of Darvas Box is a must.
program selling will test the floor price. when fail, selling intensifies n usually at 10.30 a.m. n at 3.30 p.m.
n program selling could take days till all the lorry loads of shares r dumped out.

yes, I did entered some TG n SPM on a weak 1st HL.
then harta QR PAT date caused the madness program selling by fun.
when it hit the FLOOR prices = boh.choe.see:

+++++++++++++++++++++++++++++++++++++++
Stock: [HARTA]: HARTALEGA HOLDINGS BHD

Aug 6, 2022 4:36 PM | Report Abuse

TRACK THE TREND is the 1st principle to stock.investing
refers to Darvas Box by our cad int dancer.
I learned this:
many PhD in physics r head hunted for high paying jobs in wallstreet.
they all said;
financial particles r constantly fighting in a box between the floor n the ceiling.
1 of these 2 pts decides the winning trend.

LET'S PRAY GLOVE BE THE THEME.PLAY NEXT WEEK ONWARDS...

https://www.tradingview.com/x/LOLYQzqW/
SPM: 87 ceiling vs 81.5 floor

https://www.tradingview.com/x/1ig7nQGx/
TG: 103 ceiling vs 96.5 floor

https://www.tradingview.com/x/dFrjfSyJ/
HARTA: 288 ceiling vs 267 floor

PureBULL >>>, [2022-08-15 10:52 PM]
Harta looks weak to rebound.

the k fun would sell till < 5% stake so that no public declaration is required to show jatuh std.
the selling is to save iliot face.

PureBULL >>>, [2022-08-15 11:02 PM]
dumping every mkt day n still so much away to < 5%,,

https://klse1.i3investor.com/insider/substantialShareholder/5168/15-Aug-2022/547297_2671079254.jsp

PureBULL >>>, [2022-08-15 11:11 PM]
Harta at 1.75 is rm6 billion mkt cap.

PureBULL >>>, [2022-08-15 11:35 PM]
VERY DANGEROUS MKT KLSE HAS BECOME

fun n oso funds r losing big time.
when they decide to dumping, any great stock could become macam sotong,,,

be defensive,,
next great time could take long time to come by,,

PureBULL >>>, [2022-08-15 11:48 PM]
fund manager is a high n mighty job with power.

they will do all i.e. required to safeguard their positions.
in fear, they all ran like animals in 1 direction in the jungle.

they wish to have none or little holding of any hatred stock in their portfolios.

A very unforgiving mkt we have in msia:

1st, a meaningful mkt REBOUND helped by NASDAQ is OVER.
TECH was the best sector to rebound up by 10 to 25%.
TECH is falling down fast.
can't imagine if tech stocks report decreasing QR PAT.

2nd, GLOVE stocks r still struggling in its 2 full years of straight line down trend.
Today's the 8th bottom.
I was hoping for glove RECOVERY to bring back retail players en masse like in 2020 that brought up our stock mkt to life!

Should stock players continue to play in this kind of mkt or stay cash 100%?

NB: airline stocks loss everything n went deep into huge billions of debts also can show RECOVERY!
GLOVE biz is perpetual growing globally, is so strange.

A very unforgiving mkt we have in msia:

1st, a meaningful mkt REBOUND helped by NASDAQ is OVER.
TECH was the best sector to rebound up by 10 to 25%.
TECH is falling down fast.
can't imagine if tech stocks report decreasing QR PAT.

2nd, GLOVE stocks r still struggling in its 2 full years of straight line down trend.
Today's the 8th bottom.
I was hoping for glove RECOVERY to bring back retail players en masse like in 2020 that brought up our stock mkt to life!

Should stock players continue to play in this kind of mkt or stay cash 100%?

NB: airline stocks loss everything n went deep into huge billions of debts also can show RECOVERY!
GLOVE biz is perpetual growing globally, is so strange.

https://klse1.i3investor.com/servlets/stk/fin/5168.jsp

TG should do better. this is increasing QR PAT, a NEW beginning...

https://www.theedgemarkets.com/article/margma-expects-global-glove-demand-resume-growth-next-year-after-19-drop?type=corporate

watch this grand ROAD SHOW to attract int fund managers n investors...
THE INT GLOVE CONFERENCE ON 6TH - 8TH SEP 2022 at KLCC

TRACK THE TREND is the 1st principle to stock.investing
refers to Darvas Box by our cad int dancer.
I learned this:
many PhD in physics r head hunted for high paying jobs in wallstreet.
they all said;
financial particles r constantly fighting in a box between the floor n the ceiling.
1 of these 2 pts decides the winning trend.

LET'S PRAY GLOVE BE THE THEME.PLAY NEXT WEEK ONWARDS...

https://www.tradingview.com/x/LOLYQzqW/
SPM: 87 ceiling vs 81.5 floor

https://www.tradingview.com/x/1ig7nQGx/
TG: 103 ceiling vs 96.5 floor

https://www.tradingview.com/x/dFrjfSyJ/
HARTA: 288 ceiling vs 267 floor

THEME.PLAY HAS THE BIGGEST MONEY IN STOCKS

What Theme will Mr Mkt always play up perpetually?
TECH

WHY? bcos NASDAQ, the world most efficient stock index will move TECH stocks everywhere.
Stock players must focus fulltime on cycle knowhow of Nasdaq index,
n on TECH stocks such as:
INARI, MPI, UNISEM, D&O, FRONTKN, DUFU, SAM, KOBAY, GENETEC, UWC, PENTA, GREATEC

For now TECH rebound could edi ran its course. It looks like a double top of the 2nd HH.
https://www.tradingview.com/x/zxHMrhof/
https://www.tradingview.com/x/XmRzAKwf/

Plan a portfolio of 2 to 3 themes at every new cycle.
The theme i.e. 1st to fly, enter more or all.

WIIFM:
Down trend stocks can REBOUND = +10 to 25% potential profit
Up trend stocks would fly = +40 to 80% profit

THEME.PLAY HAS THE BIGGEST MONEY IN STOCKS

What Theme will Mr Mkt always play up perpetually?
TECH

WHY? bcos NASDAQ, the world most efficient stock index will move TECH stocks everywhere.
Stock players must focus fulltime on cycle knowhow of Nasdaq index,
n on TECH stocks such as:
INARI, MPI, UNISEM, D&O, FRONTKN, DUFU, SAM, KOBAY, GENETEC, UWC, PENTA, GREATEC

For now TECH rebound could edi ran its course. It looks like a double top of the 2nd HH.
https://www.tradingview.com/x/zxHMrhof/
https://www.tradingview.com/x/XmRzAKwf/

Plan a portfolio of 2 to 3 themes at every new cycle.
The theme i.e. 1st to fly, enter more or all.

WIIFM:
Down trend stocks can REBOUND = +10 to 25% potential profit
Up trend stocks would fly = +40 to 80% profit

WE R IN AN ENDLESS FIN EXAM

Players capable of spotting the topic or theme.play will be the national top scorers.

There r 2 to 4 cycles p.a. of BIG money on KLSE.
In this 1st half of 2022, there were 3.
all of them, ev.metal, palm oil n oil refinery themes were GG bcos:
their weekly prices, C ;
C < ema18 = purebear
C < ema42 = big purebear = could take long long time to be played by Mr Mkt again.
at best could REBOUND.

PLAY WHAT MR MKT WANTS TO PLAY UP
Nobody knows what Mr Mkt wants to play yet in the 2nd half of 2022.
Am just too early to guess GLOVE as TG is showing high daily vol consistently.
it could not be TECH or what not!

When Mr Mkt shows the THEME, it will be outstanding n majestic,,, always,,
we will follow u, Mr Mkt,,

NB:
Each theme.play enter at right.timing has potential profit of 40 to 80%. tis the way to CAGR.
nobody losses by taking a profit, advised by sir templeton.

WHO DO U FOLLOW IN STOCKS?

wallstreet pro said;
there is only 1 warren B + Charlie M in the entire world

BUT

there r many g Soros.

It just prompt us that
g Soros has the invincible model:

G SOROS - "Economic history is a never-ending series of
episodes based on falsehood and lies, not truths.
It represents the path to big money.
The object is to recognize the TREND whose premise is false,
ride that trend, and step OFF before it is discredited"

G Soros is an uptrend purebull follower n is advising us to focus on the big money.

Jim Rogers - "Figure out the money and you’ll figure out what’s going on."

Jim Rogers is asking us where is the big money in charts n to find them ourselves.

WE R IN AN ENDLESS FIN EXAM

Players capable of spotting the topic or theme.play will be the national top scorers.

There r 2 to 4 cycles p.a. of BIG money on KLSE.
In this 1st half of 2022, there were 3.
all of them, ev.metal, palm oil n oil refinery themes were GG bcos:
their weekly prices, C ;
C < ema18 = purebear
C < ema42 = big purebear = could take long long time to be played by Mr Mkt again.
at best could REBOUND.

PLAY WHAT MR MKT WANTS TO PLAY UP
Nobody knows what Mr Mkt wants to play yet in the 2nd half of 2022.
Am just too early to guess GLOVE as TG is showing high daily vol consistently.
it could not be TECH or what not!

When Mr Mkt shows the THEME, it will be outstanding n majestic,,, always,,
we will follow u, Mr Mkt,,

NB:
Each theme.play enter at right.timing has potential profit of 40 to 80%. tis the way to CAGR.
nobody losses by taking a profit, advised by sir templeton.

some 1 text that:

SUPERMX's mkt cap is only $2.25 billion.
It has all the factories + has $2.6 billion nett cash. is this cash true?
can FA sifu pls reply? thks

BY SIZE n BIZ

TG must be > harta in mkt cap
SPM must be > kossan in mkt cap

all this is due to inefficient mkt that grossly dumped stocks into over shoot on the downside.

esply to my MU engine junior, sifu Sslee, about right.timing the mkt...


Stock: [HENGYUAN]: HENGYUAN REFINING CO BHD

Jun 16, 2022 2:48 PM | Report Abuse

Sslee:
PureBull,
Have a look into crack spread.
The crack spread is on superBull now.

https://www.tradingview.com/symbols/NYMEX-D1N1%21/

3 weeks ago

PureBULL ...:
https://www.tradingview.com/x/Gqj4HFbh/

hy, program selling has begun, it looks like.

1st LH = 739 n 1st LL = 717
below 717 = 2nd LL = could kaput,,

3 weeks ago

Sslee:
This week or next Petronm and Hengyuan Q1 result should be out. Petronm result should be better that last quarter.

fortune favors the brave
++++++++++++++++++++++++++++++++
this is the PIC now:
https://www.tradingview.com/x/COhVID8W/
https://www.tradingview.com/x/vgN4i4Gm/

the BEST stock to enjoy that crack spread in the world is:
https://www.tradingview.com/x/alaQOFUw/

US stocks r announcing their EA or QR next week onwards.

many stock pro r expecting drop in QR PAT.
n FOMC is on 26 n 27th July.
it seems like risk's everywhere,,

current THEME: our stocks r downtrending

thus far, at near every 1 hour macd DC = was a good sell pt 1st n thinking required later.

https://www.tradingview.com/x/A3LumKUI/
https://www.tradingview.com/x/J4vTMaUa/
https://www.tradingview.com/x/NUjT7NcP/

https://www.tradingview.com/x/CCQQcXSM/
https://www.tradingview.com/x/L1XoiMRv/
https://www.tradingview.com/x/f604AbgL/

https://www.tradingview.com/x/PYuuM4ms/
++++++++++++++++++++++++++++++++++++++

https://klse1.i3investor.com/blogs/kianweiaritcles/2022-07-14-story-h1626132827-Bank_of_Canada_increases_policy_interest_rate_by_100_basis_points.jsp

UP 1%
means the central banker's
kwei.sin.hey n see.pay.too.len

v likely FED will do the same in July FOMC on Wed 27th.

PureBULL >>>, [2022-07-12 3:23 AM]
bcos of SHE chose to romance no limit = world stock mkt r dropping every week at no limit,
n all growing biz kaput...

TECH stocks have the look of starting to go down its 2nd LEG!
watch it, i.e. a giant MAJOR wave.

https://www.tradingview.com/x/3TO1mLk0/
https://www.tradingview.com/x/DjMLecm0/
https://www.tradingview.com/x/L14LfL9K/

stock players who r long enough in the mkt will learn the hardest way to
know that
FED is the world chong.car n all taichow.car will obey him or her.
FED Chair is the most powerful person.
His job is so simple:

QE + dropping interest rate = PureBULL
QT + increasing interest rate = Purebear.,.

tis a risky mkt, caused by iliot fun who can do program selling anytime that damages the stock trend.
in my 35 years in stock mkt, i have never seen purebear stocks that go down non stop for 13 weeks edi n counting...

a depressing mkt.
stock prices r so low n tempting.

the risk n reward # is = down BIG, up 5-10 bids at best on REBOUND that never lasts.
how would BIG boys want to buy?

Capital Preservation 1st:
KEY pt here is to survive to FIGHT n grow RICH after a 1-2 years if it is 2022 or 2023.,.
after the killer period = we wish long 8 to 12 yrs of prosperity into the country roads.,.

PureBULL >>>, [2022-07-05 6:48 PM]

THE 2 OIL R DROPPING after their double top:

https://www.tradingview.com/x/Xm2RMQeh/

https://www.tradingview.com/x/RHFlhrXH/

With decreasing ASP =
palm oil n crude oil stocks r dropping fast in prices as the next QR PAT is certain to decrease.

Commodity stocks r just for short term play when its respective commodity is on bull run in prices, purely due to speculative premium.
Then commodity stocks become value.stocks as its QR PAT will increase in a big way but last short term, 1 to 2 QR max.
They r so difference compare to growth.stocks that could grow 4 to 8 QR.


NB: when we play commodity stocks next time, need to remember this line:
The commodity market can be quite unforgiving when you go into a recession and supplies outstrip demand.

PureBULL >>>, [2022-07-05 6:48 PM]

THE 2 OIL R DROPPING after their double top:

https://www.tradingview.com/x/Xm2RMQeh/

https://www.tradingview.com/x/RHFlhrXH/

With decreasing ASP =
palm oil n crude oil stocks r dropping fast in prices as the next QR PAT is certain to decrease.

Commodity stocks r just for short term play when its respective commodity is on bull run in prices, purely due to speculative premium.
Then commodity stocks become value.stocks as its QR PAT will increase in a big way but last short term, 1 to 2 QR max.
They r so difference compare to growth.stocks that could grow 4 to 8 QR.


NB: when we play commodity stocks next time, need to remember this line:
The commodity market can be quite unforgiving when you go into a recession and supplies outstrip demand.

dear sifu CALVIN of west jurong SIN, pls buy n buy n buy more.,. n pls report to us all.,. ur behavior n character thereafter then .,. PLS.,.

msian stock mkt needs retailers to fly stocks UP to become great winning stocks.

today, retailers was active at about 40% of total vol traded daily in the heydays n is reduced to 25% at national level.

play with the FUNDS to win some = stocks they have i.e. the best in top 30 in KLCI n then top 70.,.

Howard Marks, a yahudi is a great talent in high fin.
a grad from the v top school of the US = sure become see.pay orang.kaya.
he was top at Wharton, oso dtrum's school n did his MBA in U of Chicago, in quants = this MBA grad earn the highest salary upon graduation with high signing bonus, every yr of all MBA.

warren B said, the 1st memo he will read 1st is from Howard Marks.

if u r young, go n hunt for his knowhow.

THIS IS PALM OIL PRICE TODAY:
https://www.tradingview.com/x/BdgfASft/

the brief super bull run on palm oil stocks is GG.
the prices now r as low as or even lower than b4 the bull run!

https://www.tradingview.com/x/hpB3epEY/
https://www.tradingview.com/x/KDHFBFEu/
https://www.tradingview.com/x/9A8EpLeX/
https://www.tradingview.com/x/ZMtT9f6M/
https://www.tradingview.com/x/2eQO8iYQ/
https://www.tradingview.com/x/JeApGVOJ/
the top 2 r:
https://www.tradingview.com/x/JSibWjoO/
https://www.tradingview.com/x/x8Q49kym/

NB: Stocks drop 9% from its peak price is GG, at most times.
EW count can help stock players. it's about knowhow in mkt cycle or behavior.
Final Sell or cut.loss at 9% can help capture the profit or safeguarding the capital.
When stocks r dropping, forget about FA. Price Action Theory is 1st thing 1st.,.

This is Crude OIL WTI, seemingly just after attempting a failed double TOP:
https://www.tradingview.com/x/wtwCqxeK/

PureBULL >>>, [2022-06-23 2:43 AM]
https://www.tradingview.com/x/8QCkxHC3/

TOPGLOV, 104 is gum.gum GC of macd 30 min.
now a continuous buying > 104, with large vol is required to decisively confirm the 1st HL.

PureBULL >>>, [2022-06-22 9:08 PM]

"When everyone believes something is risky,
their unwillingness to buy usually reduces the prices to the point where IT'S NOT RISKY"
By Howard Marks

PureBULL >>>, [2022-06-22 9:08 PM]
IS THIS THE MESSAGE FOR GLOVES?

I hope so.
When the price action theory confirms our opinion = hoot.9.e, my guru encouraged this all the times...
take risk at seeing the 1st HL n wish, it goes HH n beyond...

https://www.tradingview.com/x/GVdKTNpK/

THERE R ONLY 2 TYPES in stock mkt investing :

1st is the BEST = Growth Stocks = could grow for 3 to 8 QR in stock prices continuously.,.

2nd only is Value stocks = could grow for max 2 QR.,. = as mkt proven lately in steel then palm oil n soon in oil refinery.,.

all stocks need a catalyst or 2 to fly HIGH in prices.,.

the economic catalyst is
increasing QR PAT from
tailwinds to;
1) increasing ASP = value stocks only. n only growth stocks will have enhanced
2) increasing growth with added # of factories = power scalability #.,.

PureBULL >>>, [2022-06-18 2:45 AM]

as I see it...

THE MOST CRITICAL PERIOD OF STOCK PLAYERS IS NOW

every 10-15 years of good times = pureBULL, there would be bad period of recession = times of high uncertainty.
n these BAD times = purebear could take 1 to 2 killing years.
the long good times to play afool in stocks for the long haul, r over!
many who r not risk averse would be taken to the cleaners, the stock pro shouted!
as stock players growing at CAGR on a long term, we want to avoid this purebear completely at all cost.

INVESTMENT CLOCK NEVER SLEEP
stocks r out
bonds r out
hard commodities have weakened down considerably
crude oil is showing meaningful weakness this weekend
some soft commodities have softened

the clock is ticking to CASH as the best asset class...
https://www.tradingview.com/x/hf4n0v3I/
the above is the only A1 stock chart on super bull run...

2 WARS
i. the bio.war on march 2020 is the ww3 that took away millions of lives n
caused misery to all humans in every country, n gave the world with high global inflation.
ii. then on Feb 24th, 2022, the R WAR drove up inflation further at high speed to super 40 years HIGH.

FED, the most powerful job on earth is working hard:
vision: to bring down inflation to 2%
mission: to increase interest rate aggressively in 2022 now, thru to 2023
only sometime in 2024 can interest rate drops!

Have integrative thinking n meditate on the FED...
NB:
nobody tells us that 2022 is the BAD YEAR
the equation: as interest rate increases = stock decreases in value
mkt is telling that there is NO or zero Growth stock to look at.,.
at best we can play stocks on REBOUND n must complete the buy pt with sell pts at v short term.,.

Sslee:
PureBull,
Have a look into crack spread.
The crack spread is on superBull now.

https://www.tradingview.com/symbols/NYMEX-D1N1%21/

3 weeks ago

PureBULL ...:
https://www.tradingview.com/x/Gqj4HFbh/

hy, program selling has begun, it looks like.

1st LH = 739 n 1st LL = 717
below 717 = 2nd LL = could kaput,,

3 weeks ago

Sslee:
This week or next Petronm and Hengyuan Q1 result should be out. Petronm result should be better that last quarter.

fortune favors the brave

3 weeks ago

NEVER BECOME CALCULATING LIKE AN ECONOMIST

i.e. the toughest job on earth to process > 15 to 20 parameters in an equation.,.
U will be wrong at most times.
those who r right is like hitting 1st prize on lottery.,.

BLACK SWAN, the best selling book by arabkia of U of NY can help.,.

March 2020 was a black swan = world mkt collapsed =
FED came to rescue with huge QE of usd$750 billion n throw interest rate to 0 instantly.,.

TODAY now, the R WAR is the Black Swan. n FED is doing aggressively the OPPOSITE:
1) doing QT n making bond yields the best purebull now:
https://www.tradingview.com/x/LhjGUrai/

2) increasing interest rate hawkishly.,.
that rate should go up higher by another 2%, to reach about 5%.,.
https://www.tradingview.com/x/h4dNboPl/

NB: all stocks r moving targets. this is the equation;
Interest rate increases, stock decreases in value...!

https://www.tradingview.com/x/Gqj4HFbh/

hy, program selling has begun, it looks like.

1st LH = 739 n 1st LL = 717
below 717 = 2nd LL = could kaput,,

HIGH INFLATION IS THE ROBBER OF EVERY FAMILY IN THE ENTIRE WORLD

FED is fighting inflation head on now!
Last Wed with a 1/2% interest rate increase was the biggest, n more is forth coming...

FED is forcing the INVESTMENT CLOCK to tick correctly amongst the asset classes i.e :
Bond yield goes UP = Bond prices go down

https://www.tradingview.com/x/q5u0Dsd8/
n Stocks go down too.

https://www.tradingview.com/x/wQrEPgDp/
Investors r selling Bonds n Stocks for Cash as the safest heaven.

High Inflation always is caused by Commodity Bull Run, both the soft for foods n the hard commodity for industry usage.
Our world has never gone into real shortage of any thing.
The only thing always happened is, the Smart Money used the power word SHORTAGE to fly up that item to
crazzzy prices.
2020 March, was the beginning of world bio.war = gloves were the best product or biz on earth.
we all know now that there was no shortage of gloves, only crazzzy prices happened n made all those glove stocks made billions in profits.,. = VALUE.investing = lasted 1-2 QR only!

FED wants all Smart Money to stop playing up commodity esply food commodity.,.

NB:
a. EV.ECONOMY n ES, green Energy Storage, the only 2 world engines of Growth, these 2 super huge biz r just getting started:
only EV.METALS will ENJOY increasing demand yr after yr must do well, as we see more n MORE EV on the global roads by the months n years... = GROWTH.investing = can grow n last up to 8 QR +.
b. Stocks go purebull run, usually due to 2 economic tailwinds:
they r
i. increasing ASP, av selling prices = increasing QR PAT n or
ii. increasing GLOBAL demand in product vol = increasing # of factories n sizes.,.

PORTFOLIO CORE HOLDINGS = 60 to 70% of fund

Every stock players MUST choose the best stocks with the best GLOBAL biz now.
n the v BEST biz r :

1st: EV is ever happening, proven by pure FACT that made Elon Musk the far distant RICHEST # 1 man on earth.,.
2nd: ES in renewal energy is so so NEW to all countries.
n every country is going berserk in it or be fine for black energy.,. sin is showing the ex to import from aust.

BOTH of the above involve n require rechargeable batteries = the BIGGEST biz on earth soon.,.

In our msian stock mkt, PMBTECH in Si n MSC in Sn r the newest EV.METAL stocks every stock players must have in their portfolios.,.
PROVEN FACT:
PMETAL in EV.metal Al is so great n so BIG at high speed SUCCESS in mkt cap > $50 BILLION now n will continue to grow n grow bigger.,.
the NEW is better for us to make BIG money FAST.,.

https://tesla-share.thron.com/content/?id=96ea71cf-8fda-4648-a62c-753af436c3b6&pkey=S1dbei4

https://www.tradingview.com/x/Fi2Kk5Tw/

Starbucks Msia is likely about to lift.off to new.blue.sky of high $6, after a long period of preparation on the taxi,,

https://klse.i3investor.com/web/stock/financial-quarter/5196

Grand old producers of EV.METALS in europar n cina r having CRISIS of POWER SUPPLY SHORTAGES
= all their factories r forced to produce at HIGH power cost n limited to power rationing.

MSIA is the major Natural.Gas exporter.
MSC is on natural.gas n now PMBTECH just announced a HUGE plan with Sabah Gas.

There is NO.LIMIT or unlimited supply of natural gas in msia.
Both these 2 EV.METAL stocks will grow perpetually, as more n more EV.CARS r seen on the global roads.

THE MAKING OF 2 GIANT STOCKS ON KLSE:
Be inspired by these exponential increases in QR PAT, n the superb 1Q2022 had ended days ago on Mar 31st.
The insiders n those well connected funds would edi have knowledge of the next huge increasing QR PAT #!
https://klse.i3investor.com/web/stock/financial-quarter/7172
https://klse.i3investor.com/web/stock/financial-quarter/5916

https://tradingeconomics.com/commodity/tin

PureBULL >>>, [2022-04-02 2:01 AM]
https://www.tradingview.com/x/GOp4Lq23/

COMPLET :
WHY did dtk allow it to fall?
that WAR began on Feb 24th, forcing many even dtk n mkt high rollers to SIAM at the soonest way possible,,

COMPLET recovered so well n fully in 5 mkt days!
We await for a nice formation of GC in the week/s ahead...

Stock: [MSC]: MALAYSIA SMELTING CORP BHD
Mar 23, 2022 5:16 PM | Report Abuse

PureBULL >>>, [2022-03-22 4:20 PM]
THE BEST GLOBAL BIZ NOW IS

EV n ES MATERIAL stocks for rechargeable battery, for long term growing values in this century.
n the v best stocks in msia r:
EV.METAL stocks in PMBTECH, MSC n then PMETAL

WHY can't 1 research guy in IB or SBC sees this huge OPPORTUNITY at its infant stage, n begins calling it EV.METAL for portfolio CORE HOLDINGS on the long haul?

https://klse.i3investor.com/web/blog/detail/future_tech/2022-03-22-sto...

I stare at stock charts at more than a full time job = will have no time to do marketing.

be guided by
BUY WHAT MR MKT WANTS TO PLAY UP; 2 to 4 cycles p.a. i.e.
a. 2 cycles of Growth Investing
25 to 50% up to even 100%

b. 2 cycles of Value Investing
10 to 25% up on REBOUND like happening in TECH stocks now, from their ocean level pricing.
I will have new job to do on how to max REBOUND cycles...

TECH STOCKS R GIANT PUREBEAR

could enjoy the top of this euphoric REBOUND soon.
as always, when a peak is established, spinning the top a few times to form a diamond pattern n then program selling takes over.

NB: Theme.Play takes precedence in msian mkt. its TECH now, n all others have to take the back seats.

IT'S HUGE ENERGY OR POWER SUPPLY CRISIS
in cina n europar.

EV.METALS, r energy guzzlers n will require tonnes of power to produce at close to 100% content.
Our msia has LOTS of LOW priced green energy:
PMETAL, aluminum n PMBTECH, silicon r using hydro electric of Bakun n cousins of dams.
n MSC, tin uses natural gas. tin smelting should be the lucrative biz now after 120 yrs for this grand old stock.

PMBTECH is on scalability phase with large new 200 acres land = meaning its biz is just too good now.
n need to expand factories asap to supply to the super hungry Silicon mkt. This time in Sabah.

Natural gas must be considered the green energy = we all use it to heat up our houses.
Msia, a major exporter of natural gas has tonnes of this wonderful gas.

rus sia has 2 pipe lines of natural gas to Germany's factories.
so it has to be green gas.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3247111

PureBULL >>>, [2022-03-22 4:20 PM]
THE BEST GLOBAL BIZ NOW IS

EV n ES MATERIAL stocks for rechargeable battery, for long term growing values in this century.
n the v best stocks in msia r:
EV.METAL stocks in PMBTECH, MSC n then PMETAL

WHY can't 1 research guy in IB or SBC sees this huge OPPORTUNITY at its infant stage, n begins calling it EV.METAL for portfolio CORE HOLDINGS on the long haul?

https://klse.i3investor.com/web/blog/detail/future_tech/2022-03-22-story-h1620411126-Global_lithium_ion_battery_capacity_may_rise_five_fold_by_2030_Wood_Mac

I stare at stock charts at more than a full time job = will have no time to do marketing.

be guided by
BUY WHAT MR MKT WANTS TO PLAY UP; 2 to 4 cycles p.a. i.e.
a. 2 cycles of Growth Investing
25 to 50% up to even 100%

b. 2 cycles of Value Investing
10 to 25% up on REBOUND like happening in TECH stocks now, from their ocean level pricing.
I will have new job to do on how to max REBOUND cycles...

TECH STOCKS R GIANT PUREBEAR

could enjoy the top of this euphoric REBOUND soon.
as always, when a peak is established, spinning the top a few times to form a diamond pattern n then program selling takes over.

NB: Theme.Play takes precedence in msian mkt. its TECH now, n all others have to take the back seats.

IT'S HUGE ENERGY OR POWER SUPPLY CRISIS
in cina n europar.

EV.METALS, r energy guzzlers n will require tonnes of power to produce at close to 100% content.
Our msia has LOTS of LOW priced green energy:
PMETAL, aluminum n PMBTECH, silicon r using hydro electric of Bakun n cousins of dams.
n MSC, tin uses natural gas. tin smelting should be the lucrative biz now after 120 yrs for this grand old stock.

PMBTECH 4:1 BI
likely the ex date could be on April 25th + - 2 mkt days

The LFP 4680 Battery Cell // + LFP with Tesla Silicon
https://www.youtube.com/watch?v=IIkA-mq5htw&t=1384s&ab_channel=TheLimi...

The Science Behind Tesla Silicon // Cracking the Silicon Code
https://www.youtube.com/watch?v=YTW_Q63bEEY&ab_channel=TheLimitingFact...

Advantages of Amprius’ 100% Silicon nanowire batteries
https://www.amprius.com/technology
https://www.youtube.com/watch?v=w9hS8nf_pQg&ab_channel=TheTeslaDomain

Silicon-based anode manufacturers have begun to target power battery target customers. Shi Dashenghua said that the preliminary technical docking work between the company and the domestic leading lithium battery enterprises is continuing, and the R&D personnel of more than 5 enterprises expressed their willingness to cooperate with the company in technical joint development.

The above-mentioned silicon-based anode developers predict that domestic manufacturers will be able to follow up about a year after the Tesla 4680 is mass-produced. The time point for silicon-based anodes to increase in the power battery field is around 2023, and there may be a capacity gap at that time. "Since this year, some leading battery factories have begun to interact frequently with anode manufacturers to understand the progress of material performance improvement."

It is worth mentioning that the application of silicon-based anodes will also be accompanied by the maturity of a number of supporting materials. In order to overcome swelling, improve conductivity, initial charge-discharge efficiency and other properties, batteries using silicon-based negative electrodes need to be supplemented with conductive agents, binders, lithium supplements and other products. Some manufacturers have planned projects of supporting products. Shi Dashenghua recently announced that it will invest 935 million yuan to build a 20,000-ton/year cathode lithium supplement project; invest 318 million yuan to build a 10,000-ton/year new conductive agent project. Silicon Treasure Technology has also planned a 40,000-ton/year special adhesive production base in the silicon-based anode project.

4680 warm wind blows

At present, silicon-based anodes are mainly used in consumer electronics, power tools and other fields, and the field of power batteries has more room for incremental growth, especially the upcoming 4680 battery will become a warm wind to change the market.

Tesla first released the 4680 cylindrical battery in 2020, named after the size of 46mm in diameter and 80mm in height. The positive electrode of this battery is made of high-nickel ternary material, with a silicon-based negative electrode, and has a design of electrodeless ears and dry electrodes, which increases the cruising range by 16%, the power output by 6 times, and the energy by 5 times compared with the previous generation 2170 battery. , and costs will drop by 14%. Tesla CEO Elon Musk has bluntly stated that this battery will make a $25,000 electric car possible.

At present, the 4680 battery is already on the eve of mass production. Tesla announced on February 19 that the Fremont factory had produced 1 million 4680 batteries in January, and it is expected to be the first to be used in the Model Y model in the first quarter of 2022. It is estimated that each vehicle is equipped with 1,000 batteries, and 1 million batteries can meet the production of 1,000 Model Ys.

In addition to building its own production lines, Tesla also cooperates with suppliers. Both Panasonic and LG New Energy plan to mass-produce 4680 batteries in 2023. Panasonic’s factory in Wakayama, Japan is introducing two production lines, and LG New Energy has also begun to build a pilot production line.

There are also many domestic manufacturers that have begun to deploy. Yiwei Lithium Energy has a technical reserve of 4680, and announced in November 2021 that it will build a 20GWh large cylindrical battery production line for passenger vehicles in Jingmen. There are market speculations that its customers are Tesla or BMW. In addition, BAK Battery is also developing the application and development of full-tab large cylindrical batteries, and it is expected to launch mass-produced standard products in 2022.

In addition, according to industry information, CATL has planned 8 4680 battery production lines with a total of 12GWh. "The Ningde era is mainly facing the issue of cost performance. The cost of applying silicon-based negative electrodes is too high. If the battery with an energy density of 550Wh/kg can be mass-produced, it means that the application of silicon-based negative electrodes is mature." A silicon-based negative electrode A negative R&D person told a reporter from Securities Times e Company.

It should be noted that some domestic 4680 batteries are not completely equivalent to Tesla's process technology. "If it's just a change in size, 4680 batteries can be made very soon. In the past few years, some 18650 battery factories have tried to ship some electrodeless ear products, but if many new technologies are incorporated like Tesla, it will be very It's not easy anymore," Merck said.

However, silicon-based anodes lack cost-effectiveness advantages at current prices, which may affect their application in mainstream models. According to the calculation of the CICC Research Report, the high-nickel 811 soft pack battery uses a 450mAh/g silicon carbon negative electrode, and the energy density of the whole battery can be increased from 280Wh/kg to 295Wh/kg, an increase of about 5%, which is less than the increase in the cost of the negative electrode.

A few models on the market have begun to use silicon-based anode materials. Models such as the Tesla Model 3 incorporate a small amount of silicon in the negative electrode. Recently, the GAC AIONLX Plus model was launched. The Qianli version is equipped with sponge silicon anode chip battery technology, which can achieve 1,000 kilometers of battery life.

"This sponge silicon anode sheet battery uses a ternary cathode and is matched with a silicon oxide anode material. The gram capacity and the proportion of silicon doping are higher than the levels of existing models on the market. Generally speaking, silicon-based anodes are most suitable for cylindrical batteries. It can be used, but we took the lead in applying it to the square battery, because we have improved the battery material system, and introduced the design idea of the magazine battery into the whole package design." Li Jin, senior manager of GAC Aian Technology Center Tell the reporter of Securities Times · e company.

However, on the whole, the proportion of silicon doping in batteries currently using silicon-based anodes is low, and the advantages of silicon-based anodes have not yet been fully exploited. A person familiar with negative electrode materials told a reporter from Securities Times e Company that it is difficult for silicon-based negative electrodes to bring intuitive profit contributions to manufacturers in the short term, and the incremental space under the compound doping scheme is also relatively limited, and it is necessary to wait for a breakthrough in process technology. .

"Compared to the consumer sector, power battery companies are more cost-sensitive, and recently they have to face the pressure of price increases for various raw materials. The current price of silicon-based anodes may be unacceptable, but when the technology matures in the future, there will be more companies. Participate in the competition, and the price will drop accordingly." A lithium battery industry analyst told a reporter from Securities Times · e company.

Under the high gross profit, material manufacturers actually have considerable room to make profits downstream. Shi Dashenghua estimated in the feasibility report that the sales price of silicon-based anode products is expected to be 73,000 yuan / ton, which is close to the price of high-end artificial graphite in the market. Ren Jianguo also believes that the final price-performance ratio of silicon-based anodes can reach the same level as high-end artificial graphite.

"Silicon-based anodes have considerable room for cost reduction, because the production energy consumption of artificial graphite is relatively high, and the cost of graphitization accounts for 50%, and silicon-based anodes can avoid this process." Li Jin said.

Sibao Technology, which is mainly engaged in organic silicon materials, has also deployed 10,000 tons/year of silicon carbon anode materials for lithium batteries. The materials have been evaluated by several battery manufacturers and have been supplied in small batches. In addition, the power battery manufacturer Guoxuan Hi-Tech also has a 5,000-ton/year silicon-based anode material project under construction.

At present, graphite is still the mainstream anode material, but the demand for silicon-based anodes has increased significantly in the past two years. According to Gaogong Lithium Battery data, China's silicon carbon anode shipments in 2020 will only be 6,000 tons, accounting for 2% of the overall lithium battery anode materials. The demand for silicon-based anode materials is expected to be 22,000 tons in 2022, with a compound growth rate of 80% from 2019 to 2022.

CICC made a clear judgment in a recent research report that 2022 is expected to become the first year of industrialization of silicon-based anodes. It is estimated that the global demand for silicon-based anodes is expected to reach 200,000 tons in 2025, of which the penetration rate of consumer batteries is expected to reach 50%, corresponding to the demand for silicon-based anodes of about 70,000 tons; the penetration rates in cylindrical and square power batteries will reach 35% and 20%, respectively. , corresponding to about 130,000 tons of silicon-based anode demand.

Promotion and application need to be reduced in cost

Before knocking on the door of the market, silicon-based anodes need not only continuous optimization in performance, but also continuous cost reduction to improve the cost-effectiveness advantage.

Capacity is one of the key indicators to measure the performance of negative electrode materials. The larger the capacity, the better the energy density of the battery. After decades of development, the specific capacity of traditional graphite anode has reached 360~365mAh/g, which is very close to the theoretical specific capacity of 372mAh/g, and the room for improvement is limited. The theoretical specific capacity of the silicon-based negative electrode is as high as 4200mAh/g, which means that its capacity ceiling is ten times higher than that of the graphite negative electrode.

On the other hand, silicon-based negative electrodes also have problems such as easy volume expansion of silicon, poor electrical conductivity, and large initial charge-discharge loss. Therefore, the performance improvement of materials is actually to find a balance between energy density and stability, and the current silicon-based anode products are doped with silicon and graphite for composite use.

At present, the proportion of silicon doping in mass-produced products is mostly below 10%, and there is a trend of gradual increase. Mo Ke, founder of True Lithium Research, told the Securities Times · e company reporter that the optimal proportion of silicon doping needs to be determined according to the situation in different fields. Later, the ratio was lowered in order to find a balance of comprehensive benefits.

Specifically, the silicon-based negative electrode is divided into different types such as silicon carbon negative electrode and silicon oxycarbon negative electrode. For example, Shidashenghua's products are ordinary type and high first-efficiency silicon-oxygen-carbon negative electrode (SiOx-C). The oxygen carbon negative electrode can reach 1600mAh/g.

Since the industrialization of silicon-based anodes is still in the early stage, manufacturers who give priority to mass production can enjoy the premium effect. A reporter from Securities Times·e Company learned that the current market price of silicon-based anodes is 200,000-300,000 yuan/ton, which is 4-6 times higher than the mid-end artificial graphite price of 50,000 yuan/ton, and the gross profit rate is 50%. .

The industrialization of silicon-based negative electrodes is approaching, and 4680 batteries are blowing warm air in the market
2022-03-17 00:00 Source: Securities Times Electronic News
Securities Times reporter Mao Kexin

In order to meet the needs of batteries with higher energy density, silicon-based anodes have entered the field of industry. Some manufacturers have begun to deploy silicon-based anode production projects, and the manufacturers who are the first to ship and are accepted by the market can enjoy a high gross profit of about 50%.

Some people in the industry predict that silicon-based anodes will begin to increase in volume in 2023, and this year, it has clearly felt that the demand has crossed the plateau period. The silicon-based negative electrode is the direct beneficiary of the 4680 battery, and the time point of high volume is also closely following the promotion rhythm of this type of battery. At present, Tesla's self-built production line has already mass-produced 4680 batteries on a small scale. Overseas manufacturers such as Panasonic and LG have gradually started to mass, and domestic manufacturers have also followed suit.

Industrialization is approaching

Silicon-based anodes are regarded as the next-generation lithium battery anode materials, and they are about to explode after being dormant for many years. A reporter from Securities Times e Company noticed that there are not many manufacturers that can mass-produce silicon-based anodes at present, and the competition pattern is relatively concentrated. Some mass-production manufacturers have begun a new round of production expansion, and several companies are in the stage of pilot testing and sample delivery. .

Bertray is the first company in China to ship silicon-based anodes in batches. Ren Jianguo, general manager of Betterray, told the Securities Times e company reporter that the company currently has a production capacity of 3,000 tons of silicon-based anodes, which are mainly used in power tools and power batteries, of which power batteries account for about 60 to 70%.

Bettary's expansion plan is also the largest disclosed project in the industry. According to the announcement, Betterray recently reached an agreement with Shenzhen Guangming District to invest 5 billion yuan to build a silicon-based anode material project with an annual output of 40,000 tons. The first phase of 15,000 tons will be completed and put into production before the end of December 2023.

Many traditional anode material factories have begun to deploy silicon-based anodes. According to the announcements of various companies, Shanshan Co., Ltd. has achieved mass supply, mainly used in 3C and other fields, and power batteries have passed multiple rounds of evaluations by mainstream car companies; Putailai has built silicon-based anode pilot plants in Jiangxi and Liyang. The line has passed the certification of some customers; Xiangfenghua silicon-based anode has the basic conditions for industrialization.

This field has also attracted a number of cross-border manufacturers, including Shi Dashenghua, who specializes in electrolyte materials. A reporter from Securities Times·e Company learned from the field investigation in the Dongying plant that the 1,000-ton silicon-based negative electrode of Shidashenghua Phase I has entered the trial production stage and is expected to be shipped in batches in the second half of this year. In addition, the company has also planned a 20,000-ton silicon-based anode production line with a total investment of 730 million yuan, which is expected to be completed and put into operation in December 2023.