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2020-09-10 14:43 | Report Abuse
@yttihs i doubt so.. they usually hedge with stocks though.. sell one cw, buy one stock.
My speculation is that probably the local funds have to be blamed. They got themselves overexposed to healthcare and a bunch of them are all looking to rebalance their portfolio?
After all... Everyone/funds that wants to get into PPE business has already got a piece of it..
2020-09-10 10:32 | Report Abuse
@JDinvestor yeah.. many funds were overexposed to healthcare. All busy rotating since end of july.
Ambank became the smart bank :p Not the analysts fault though.. no one expected such a steep covid case decline..
2020-09-09 09:06 | Report Abuse
@ABSBOSS coal price helps. But usually when no one knows what to buy, they buy utilities.
2020-09-07 16:59 | Report Abuse
Happy labor day to folks in US. @mf you can take a break tomorrow. lol
2020-09-07 16:57 | Report Abuse
@bullrun1985 Bruh.. ya living life in the fast lane
O&G & travel tough nut. Corporate travels are only resuming 3rd quarter next year. Slowly accumulate while collecting dividend?
2020-09-07 16:50 | Report Abuse
@5c0160 they bought a media company with that alam flora funds. Forgot that name. Its a pretty good investment for drbhicom.
one of the analysts calculation seems to be off by taking in earnings from alam flora disposal. :x hopefully i'm wrong.
2020-09-05 12:45 | Report Abuse
Amd stocks had the same problem. There was a major stockholder disposing at 50+ when those were cleared off, boom.
I've traded amd 50-55 a couple of times, when it came to that big rally i've disposed most of my holding and it boomed 16%
The signs were all there, superior products, great leadership, record revenue.
Thankfully i did not do the same with nvda, and it took me to the moon. Lesson learnt that good stocks you buy them, dont trade.
Food for thought. #serbadk double thumbs up
Goodluck for all your investments/trade.
2020-09-02 19:10 | Report Abuse
2-3cents earnings per quarter should be a reasonable estimate
The 14c eps 2q back is due to alam flora divestment.
2020-08-28 18:38 | Report Abuse
@rr88 lol... Why are you bad mouthing supermax at a supermax forum..
2020-08-28 18:18 | Report Abuse
Lol. QR sure bad la.. due to mco proton only made 5% sales haha.
If limit down please do yourself a favor and collect.. should be able to recover quickly over time..
Automotive sales data is available for everyone... You guys can make your own TP also..
2020-08-28 15:19 | Report Abuse
@jessgoh probably will take more than that. Couple of funds sold some glove stocks to buy tenaga during july. Haha, everyone's sitting at paperloss :p
Solid dividend since reits n fd are horrible now
2020-08-28 14:53 | Report Abuse
Yeah pretty good opportunity to diversify with REITs. Have to wait for next pay day
2020-08-28 13:26 | Report Abuse
Q1 forex losses was so painful i guess the q3 forex gains will help alleviate a little. Looks good. If got selldown just slowly collect la. A kiddy engineer's 2cents
https://www.theedgemarkets.com/article/tenaga-2q-net-profit-down-rm653m-rm112b-year-earlier
2020-08-28 13:16 | Report Abuse
Inline with the generation numbers.. no surprises. Dividend will pay for our paper losses lol
2020-08-27 15:31 | Report Abuse
@glovehaircut i am all in support for gloves but think thats misinformation... There are vaccine for h1n1.
Anyway gloves and vaccine can coexist la.. New SOP to use gloves. Those are structural changes..
https://www.who.int/csr/disease/swineflu/frequently_asked_questions/vaccine_preparedness/use/en/
2020-08-26 15:56 | Report Abuse
https://www.cnbc.com/2020/08/26/malaysian-retail-investors-pile-into-stocks-help-market-recoup-losses.html
Congrats ya all made it to the news :)
Earn 500, 5k, 50k all welcomed :p
2020-08-26 11:00 | Report Abuse
@foreign_fund there's no shortselling so no stress for them :p
mostly retailers here swing trade for those 3-5% la... Fundamentals dont apply to them.
But definitely a long road to service the debts even if it returns to profitability...
2020-08-26 08:28 | Report Abuse
exxon is at 8% yield. Fyi la if you guys dont think electric cars are slaughtering oils.
Dji delisting making pfizer and exxon much more appealing for the long term gangs :) (Not a buy sell call)
2020-08-26 05:46 | Report Abuse
Lol.. just buy and forget la ahaha..
Dont be overly excited about utilities and buy warrants and all right now. treat it as a dividend stock..
2020-08-26 05:27 | Report Abuse
Your expectations are too high..
Its been quite a rally for many of us from 1.65->2 ...
2020-08-25 05:04 | Report Abuse
Drum rolls for post earnings discounts to average down...
2020-08-24 21:32 | Report Abuse
3months later. By the way dividends have changed to biquarterly disbursement fyi la.
2020-08-24 21:30 | Report Abuse
@gear was just messing with you. i agree. Structural changes. Thanks for the report. Upbeat on the asian gloves consumption growth.
ʕ·ᴥ·ʔ
2020-08-24 17:01 | Report Abuse
@geary
Unethical to see medical gears at high cost also
(☞ ͡° ͜ʖ ͡°)☞
Just teasing you. Have a great week ahead.
2020-08-24 07:07 | Report Abuse
https://www.malaymail.com/news/malaysia/2020/08/23/tnb-admits-cut-power-supply-to-wrong-premises-says-will-meet-pj-pet-shop-ow/1896437
Raid Casualtiies lol.
Just dollar cost average.. there's no warren buffet here haha :p
5 year low after all. I've posted the local generation numbers a while back you can make some estimates there..
2020-08-22 03:06 | Report Abuse
@mabel condolences for maybank. Its ok gloves got our backs :p
2020-08-22 02:33 | Report Abuse
@nancyboon lol why did you buy into drbhicom in the first place? (Just curious)
2020-08-21 07:22 | Report Abuse
Just trimmed some appl and nvda :p might be time to support some local horses.#prayfordiscounts
2020-08-21 07:14 | Report Abuse
@iyin666 Bearish analysis are not welcomed here. (As far as i know :p) btw, interesting selection of stocks you got there.
2020-08-19 10:37 | Report Abuse
Lol.. i thought yesterday just went up 10+% ...
So fast gan jeong d? :P
2020-08-18 13:12 | Report Abuse
I think its the way i3 is designed. No moderator, no sticky thread, no reply function.
So gurus get burn out replying :p
I3 chitchat with fellow malaysian ok la. Like the table format to compare warrants premium also.
2020-08-18 12:38 | Report Abuse
@up_again there are proposals to tax the wealthy in the US. Look up into bernie sanders tax proposal.
Different country different tax structure... Theres state tax and federal tax in US probably leaving you with 60% of your income, also got capital gain tax for stocks. There's sales tax 7.25% and tips for restaurants. Haha, no free lunch at land of freedom. :P
You can take the earnings to travel around after covid. :P
2020-08-18 03:06 | Report Abuse
@lanesra tesla looking good for you. Congrats. All the tesla shorts getting slaughtered.
2020-08-18 02:53 | Report Abuse
First check in today. Used to hold these at 1.7 precovid. Hotel is gonna be bad for a while. But really like their diversified portfolios
2020-08-18 02:47 | Report Abuse
Saudi sovereign funds switched from disney facebook to reits, utilities and etfs :p
Great mind think alike. I hope :p
2020-08-17 20:29 | Report Abuse
@thetruthoracle they may have proxies...
Anyway, good time to buy stocks around the world.. dont fall in love with one stock... dont be so greedy.. 2-3x also big profits, trim some and put into recovery plays to balance things out. Those will be the next 2x.
2020-08-17 17:20 | Report Abuse
Anyway what are you guys looking for.. one time 5%special dividend at current price for rm3bil at FY2021?
Gauging market expectations :p
2020-08-17 16:50 | Report Abuse
@thetruthoracle just opportunity for market to take profit. Fyi the windfall tax thing news has been there for a while.
Mutual funds and all have lots of exposure to gloves. IB also need to realized profits le. Not everyone can selloff at the top all at once.
Anyways if you look at heng yuan, there's a second bounce. Too bad heng yuan did not have the fundamentals to back it back then..(petron was the proxy with retail segments aka "obm advantage" instead of supermx)
Humble 2 cents :p
2020-08-17 10:12 | Report Abuse
@welovesarawak uesless to shout here.. all the gloves supporter went to private thread d. Lol ask yttihs to add you
2020-08-17 09:49 | Report Abuse
Remember hedge funds are ruthless, always fast in taking profits. Even retailers are better than them...
@lownet2323 yeah, company with all time high revenue like intel is at PE8. Its always about the potential & future earnings down the road
But i believe gloves wont be destroyed la.. dr lim probably gonna call his friends to support.
2020-08-17 09:32 | Report Abuse
Dont play contra becoming dont play margin for long term :x Take care guys.
2020-08-17 09:29 | Report Abuse
@invester88 50% against placebo la..
therapeutics getting better also compared to vaccines, thats why a lot less folks are dying in US despite the infectious rate increase.
Having said that always got ups and downs in stocks.
2020-08-17 09:20 | Report Abuse
Monday usually ends green though
2020-08-14 09:58 | Report Abuse
Lol... What are you guys expecting from the gdp announcement. I think we're better positioned than singapore and us. Stocks hardly tanked on the other side
ಠ_ಠ
Also debt to gdp ratios are being raised to 60 already
ಠ_ಠ
2020-08-12 23:03 | Report Abuse
@george leong profit taking and rotate to recovery stocks to balance the risks, not because of vaccine..
nasdaq tech stocks, reits and dividend stocks can hold for life wan. Young people like me have to split some of the eggs. \(^o^)/
Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
2020-09-10 14:44 | Report Abuse
Sell some* cw buy 1 stock. Got some formula