Stocks the safer play at this point.
Most long dated warrants has high premium and low gearing.

Unless you wanna go full retard lol

Zen2k yep. Jokes on us for laughing at your purchases at 1.59 :p oh well, have a blessed day everyone.

Congrats my bois.

My popcorn bro. Vaccine jump started the rally!

*eats popcorn with caramel*

Oops.. didnt see the dip. What an opportunity

Wheres that joker that used forward PE from MCO to calculate valuation though.

Temporal stuffs will pass. The fundamental risk have been removed. Worst case wait a year or two...

@zen2k after experiencing COVID selloffs, imagine folks telling us to be wary of budget 2021 lol

@eurobeater tough to keep average down when systemic risks are present.

@dompeilee ya man lol thought will have to hold multi year lol. Might take some off at 13, else i'll just let dividend run.

Still good discounts though especially for the 4% yields. Higher than housing loan lol

Wao although not taking profits.. but still got to see the green.

Lets go bois

:o

Err... The other way around bois.. Looking good for trump.

No worries bilis, we just bought at the top of the bottom :V

Tough.. even chevron is at 7% dividend.

@Zen2k are you in o&g? By any chance would you consider averaging in jndex funds instead? Haha

There's always risk with that abu dhabi project. Just my 2 cents.

Op darurat cancelled.
Congrats in advanced to those whom have bought at 1.56 :v

I meant that there are factors other than forward p/e..

Remember also that malaysia has not signed vaccine deals... May need some leeway for that. By the time we set up a parliament seating............

use forward p/e........
Do some valuation....... nothing wrong if u insist on forward p/e..


@takbertenaga judge them through the ability to get things done. Optic expansion, going renewable. Dont twist the accounts den ok d.

@mabel @zen2k Actually bypassing parliament is a good thing.. remember when anwar is questioning the size of the stimulus right after mco? We can always look at US and how those stimmy negotiation goes..

@zen2k have some faith, we have a banker on our finance ministry. All of them have skin in stocks, and businesses too.

Condolences to bro zen2k.
Many have braved the red seas at bursa..
Its never easy lol

@gooshenNo1fan haha. But ok, la, its still a good price for long term. Early adopters tax :p

@zen2k likely its papa karim. Only counts if you sell some to take profit haha. :P deja vus from 1.65

So the right question now is what mabel does for a living. I am actually curious at this point.

Says he has blonde hair.
Watches dallas not friends


@rkgfantasy ya i'll stop averaging down d. Feels like a deep lubang until we get vaccine. I'm not buying into the bullish oil price thesis as they are cutting supplies left and right, laying off engineers.

Everyone's fully invested d. I put some blame on the gloves, kwsp spent so much to support retailers and foreign investors glove stocks liquidation.

Yeah. If tech i'd recommend buying tsmc (for folks wih lower risk appetite). Even without huawei, wafer processing pipeline is full. Still got legs to run.

@zen2k ya gg. I think i have sufficient exposure and will pause on buying in bursa and focus on US stocks until we resolve covid or at least start receiving vaccines.

Business are failing, owners have to liquidate their assets/stocks even at a loss to make it through.

@GooShenNo1Fan there's always a chance that its a fluffy bursa guy with that spare tyre from mco =p girls watch friends, one tree hills in the early 2000s lol

@mabel whose the top 5g vendor? Afaik there's no one with >50% market share though. Unless you mean chipset?

@zen2k i thought i got lucky when i top up at 1.65 last month. Me 1 month later: "son of a ..."

No one's bullish for the tech transformation? :D
Sure there might be trouble executing. But it will be amazing if papa karim can pull it off.

Love that we are diversifying. Especially after california signed an executive action a couple of weeks back to ban all car sales that runs on gasoline after 2035.

Dont mean to put out your fire.
have to factor in 51% stake. Haha

Also delivery numbers per quarter XD

Abc333 our interim accountant gogogo

Dividend stocks have to buy on weakness. Vaccine companies reporting trial stage 3 results soon, there's therapeutics too. Human race will prevail. :D

@alan teh I thought those are automatically installed after years in corporate =P

Proud that tnb is helping the rakyat. Also glad that tenaga is focusing on acquisitions instead of stock buybacks.

@cutie well... these days epf have to support gloves stocks also. Pancit.

Lol deathscythe dont read too much into day to day movement. Come on, tenaga just spent few hundred million to expand their solar assets. Did you read the edge interview with the ceo from a couple of days back? The newspaper cutout's can be found on tenagas site.

Ahaha. Thread is turning into tenaga support group. Go take a walk, freshen up a little.

Dude.... Bad times, its up to investors if they want to liquidate their assets or time the market to get it at lower prices

Nice try.. Pictures from the morning? (•>•)

Well.. cant let those foreign investors sell high right..

@deatgscythe old news bro from early in the year. This years news is optic fibre, 1MW renewable energy expansion, next 3-5 years EV charging station, turkey,india turnaround (bleak, but i hope)

Not asking you to buy, but tenaga dont really suck at these prices

Look beyond the horizon of 5-10years.. Imagine that future..

Thats why im collecting tenaga, slowly. Just throw away the TA/FA for this one.

@deathscythe just average every 1-2 months.. its utilities...not tech/gloves..

Only buy for long term dividends/retirement..

The bursa drop seems unreasonable.
Bought a bit more stocks around earlier today.

Waited so long for tenaga to dip below 11 again. :)

I guess folks are worried about o&g cost cutting measures. We'll know the next quarter or two.

@mabel haha, you might end up going bald waiting for tenaga.

The value stocks and reits are too attractive at current price. Those will probably be bought before tenaga.

I thought it look pretty good. The long term dividends. We are planning to average them monthly-quarterly.

Very strong foreign disposal though.

Nothing against topglove but there's 100m to buyback shares but there's no money to hire locals..............

@chua joe beng
when steve jobs was around, they dont do buybacks or dividends but reinvests / perform acquisitions with it.

I do agree that they need to persuade people to stay.. Diversifying into other areas with the additional funds etc.

They can buy back as many stocks as they want.. but fewer and fewer investors will be coming

@yttihs i did not dive into the article but the sharp plunge in covid cases in US despite the restaurants and hotels reopening might be one of the key driver..

There's also the emergence of the at home saliva test kits thats rolling out in US reducing the stress on PPE

But i agree scumbag analyst.. i'll be upset if they upgrade the TP once QR is released though

Yay. If it helps my cost is 11.3+ my partner's closer about 10.9+
Bought sunreit instead last month instead of doubling on tenaga.

Goodluck! Cant wait for 2022 to start travelling again.