https://www.malaysianow.com/opinion/2021/08/02/what-did-we-just-see-at-dataran/

MPs behaving worse than primary school boys, hope of getting the covid cases down, susah lah, especially the Delta....

...guess need to keep my share in the fridge already :(

@staypositive....not low acctually, this is inclusive of DRP...but it's still positive taking cash dividend into account :)

Now, if buy...means it's averaging down....I thought of buying after ex divvy, but I don't like to average up...so I waited :)

@tolle...my average is 8.11, still got 34% cash vs holding...what do you think is the good price to start buying again :)

https://www.freemalaysiatoday.com/category/nation/2021/08/01/were-on-track-to-have-50-adults-vaccinated-fully-by-aug-31-says-khairy/


“I have already announced that on National Day on Aug 31, 50% of the adult population will be fully vaccinated.

“That is our new target,” he told reporters after visiting the mobile vaccination centre for the Orang Asli community at Kampung Batu Peti here today.

Khairy also said the government was finalising the guidelines to relax SOPs for fully vaccinated individuals.

An announcement on this would be made by Prime Minister Muhyiddin Yassin soon, he added.

https://www.freemalaysiatoday.com/category/nation/2021/08/01/were-on-track-to-have-50-adults-vaccinated-fully-by-aug-31-says-khairy/

“I have already announced that on National Day on Aug 31, 50% of the adult population will be fully vaccinated.

“That is our new target,” he told reporters after visiting the mobile vaccination centre for the Orang Asli community at Kampung Batu Peti here today.

Khairy also said the government was finalising the guidelines to relax SOPs for fully vaccinated individuals.

An announcement on this would be made by Prime Minister Muhyiddin Yassin soon, he added.

6,154,700 shares done at 8.01 during pre closing.

My Q at 8.00 :)

Next week may be can get a few sen lower :p

I queued 5% of my allocation at 8.00 ....on hurry :)

Wanted to buy at 8.04 yesterday, but you said it's FOMO :)
...so I queued at 8.01/02....didn't matched....

....now again waiting at that range....probably will queue in the afternoon :)

Parliament covid positive...haha

https://www.malaysianow.com/news/2021/07/29/parliament-quarantined-mps-barred-from-leaving-after-covid-cases-reported/

Thanks for sharing tolle.

Thanks tolle.

Yesterday waited till 4.30pm, then missed the boat at 8.01/02....guess need to buy some at 8.04 .

My MBB : PBB ratio is 10 : 0

Haha...it's because ....

PE ratio : MBB 13 vs PBB 15

Dividend yeild : MBB 6.2 vs PBB 3.2

Price to NAPS : MBB 1.12 times vs PBB 1.70 times

So, at current price, MBB has better value than PBB.

As a value investor, my choice is obvious :)

RHB today up with volume higher than usual....

I will wait until 4.30pm to decide if I should buy at 8.01/02

Why?
Today the Mara boys on leave?...no queue to sell.

Wow....Congratulations !!

@newbie2019.....lagi kurang berapa untuk jadi 100?

Despite the overall market weakness, Genting is holding firm....might suggest this is the current bottom....after the consolidation, will probably move much higher.

https://edition.cnn.com/interactive/2020/health/coronavirus-maps-and-cases/

Malaysia cases per 100K is still much lower than US and UK....why their stock market can still perform so well?

https://www.klsescreener.com/v2/news/view/857847

1. Laggard play
It screened stocks under its coverage with ‘add’ call, and whose share prices are 20% below pre-Covid levels.

“We are of the view that some of these stocks that were impacted by Covid-19 could re-rate after the economy has reopened, supported by an earnings recovery story driven by pent-up demand, resolution of labour shortage issue and improved economies of scale,” it said.

Of 20 identified companies within this category, its stock picks relative to target price upside are: HSS Engineers Bhd (TP: 89 sen), Genting Plantations Bhd (TP: RM10.40), Genting Bhd (TP: RM6.90).

Recovery plays
These are companies under its ‘add’ call with the highest potential earnings recovery on an absolute basis in 2022 compared with 2021 levels — including those recovering from losses.

“The top five stocks that fit the screening of our definition of growth stocks and offer highest upside to our target prices are Genting (TP: RM6.90).

https://www.freemalaysiatoday.com/category/opinion/2021/07/24/welcome-change-in-tone-on-covid-19-policy/

Firstly, there is a very sensible signal from finance minister Tengku Zafrul Aziz that, subject to approval from experts, the number of daily new cases may no longer be used as the primary guide for the NRP and may be replaced by severity indicators and deaths.

Economic recovery can follow quickly from a new scenario for the management of the health challenges and we should all welcome the changes in tone that we have seen on this over the last few days.

@tolle....yes , the fixed price fund once sold cannot buy back...but 4% for savvy investor like us is too low....so I have withdrawn 60% and switched to MBB...(that's how the quite large holding..hehe)

I managed to buy AS1M a lot during the launch and in 2014, when the 1MDB issue surfaced....there were people pulling out then.

@tolle....looking at historical profit and dividend of banks esp. MBB, I think investing in banks is better than reits over the long term...just my 2 sen :)

EVEN IF stuck here forever...is also NOT BAD...at current price, dividend yield will be about 7-8 %.......I am shifting my ASM fund to buy buy buy this.
(ASM is now paying only 4 %....as it is a capital guarantee ...there will also be no capital appreciation).....Maybank may have potential to break 9 or 10 in future.

Sure huat kao kao compared to ASM.

Noted tolle...thanks.

Today only managed to get 25%....that's one queue out of four, will continue to slowly accumulate next week....will use up this fund, proceed from sales of other stock.
After this, then will wait for 7.80...7.60.

Cheers...happy weekend.

Bought some at 8.02....still pending queue at 8.02....8.01....and 8.00

@choysun....yes, agree....it's due to high covid and the political uncertainties....at current price it's attractive to buy and hold for 1-2 year.

I am slowly, cautiously buying :)

TOP GAINERS S&P

IPG
Interpublic Group of Companies Inc
13%
CMG
Chipotle Mexican Grill Inc
8.564%
CCL
Carnival Corp
7.217%
NCLH
Norwegian Cruise Line Holdings Ltd
6.377%
OXY
Occidental Petroleum Corp
5.873%

Posted by tollebunsmith > Jul 20, 2021 9:34 AM | Report Abuse

Zackmeiser : if vague, i can also do better than Warren Bufe, last year I say bought at 699 sold at 8.55 made 2 million, now low i buy.

______________________________________________________________________

Haha....100% agree with you.

@choysun.
Noted. Thanks.

@choysun....what's your short term target for this stock?

https://www.malaymail.com/news/malaysia/2021/07/18/pm-malaysia-sets-new-target-of-fully-vaccinating-100pc-of-adult-population/1990875

“Almost all states will achieve a vaccination rate of more than 50 per cent by the end of August. All states will record a vaccination rate exceeding 70 per cent in September,” he said.

https://www.thestar.com.my/news/nation/2021/07/18/pm-govt-orders-over-76-million-doses-aims-to-vaccinate-500000-people-a-day

The Prime Minister said that the government is now aiming for 500,000 daily vaccinations to ensure that 100% of all adults in Malaysia would have received two doses by October of this year.

"Initially, 80% of the Malaysian population was supposed to receive complete doses by the first quarter of 2022. This was then expedited to December 2021.

"Now, with more new Covid-19 variants which are more ferocious and a sudden surge in positive cases, the target of the vaccination programme has been expedited further,” said Muhyiddin.

Wah choysun is so young....not a senior citizen yet....so late only got first dose :p

Karma, I guess.

Posted by choysun > Jul 16, 2021 10:33 PM | Report Abuse

@Sharefisher shareinvestor88 long time no show dy. Don't know what happen to him/her

______________________________________________________________________

Heard shareinvestor88 got Covid category 5.

https://www.theedgemarkets.com/article/jpmorgan-profit-surges-investment-banking-boost

Luckily he is the opposition...

https://www.malaymail.com/news/malaysia/2021/07/11/guan-eng-govt-must-instruct-banking-industry-to-waive-principal-interest-du/1988956

Luckily he is the opposition....

https://www.malaymail.com/news/malaysia/2021/07/11/guan-eng-govt-must-instruct-banking-industry-to-waive-principal-interest-du/1988956

https://www.thestar.com.my/news/nation/2021/07/09/covid-19-focus-is-on-ensuring-death-hospitalisation-rates-drop-says-kj

He cited the example of the United Kingdom which has instead switched its focus to mitigating the situation despite experiencing a high number of daily cases after recently easing Covid-19 prevention measures.

“The UK right now is facing more than 30,000 cases a day because of the Delta variant and because they have started to open up. You can see that stadiums are full for the Euro 2021 football competition and they are not wearing masks.

https://klse.i3investor.com/insider/substantialShareholder/1155/05-Jul-2021/519437_1603701783.jsp

https://klse.i3investor.com/insider/substantialShareholder/1155/06-Jul-2021/519561_651816125.jsp

https://klse.i3investor.com/insider/substantialShareholder/1155/07-Jul-2021/519659_2907333850.jsp

https://klse.i3investor.com/insider/substantialShareholder/1155/09-Jul-2021/519811_260090330.jsp

Nice.....

Today, up till now, the numbawan perform better than the numbatu...

....may be tolle need to consider to convert all his numbatu to numbawan :)

Yes....correct :)

Posted by staypositive > Jul 8, 2021 5:00 PM | Report Abuse

Not too bad despite all the negative sentiments

______________________________________________________________________

This is why smart investor says this is the stock you can sleep peacefully owning...........:)

For some market watchers, like BlackRock's co-chief investment officer of fundamental equities Nigel Bolton, any pull-backs would be buying opportunities, though.

"We see really strong earnings growth, not just for this year, not just the bounce back, but actually going forward into 2022 and also, at a slower pace, into 2023 as well," BlackRock's Bolton said by phone. "So all of those factors are the reasons why you are still looking at a bull market and we will have wobbles on the way."

https://www.nst.com.my/business/2021/07/705044/investors-dont-see-end-record-breaking-equity-rally-just-yet

https://www.nst.com.my/business/2021/07/705044/investors-dont-see-end-record-breaking-equity-rally-just-yet

For some market watchers, like BlackRock's co-chief investment officer of fundamental equities Nigel Bolton, any pull-backs would be buying opportunities, though.

"We see really strong earnings growth, not just for this year, not just the bounce back, but actually going forward into 2022 and also, at a slower pace, into 2023 as well," BlackRock's Bolton said by phone. "So all of those factors are the reasons why you are still looking at a bull market and we will have wobbles on the way."

https://www.thestar.com.my/news/nation/2021/07/03/khairy-malaysia-to-receive-12-million-covid-19-vaccine-doses-in-july

https://www.thestar.com.my/news/nation/2021/07/03/five-states-to-transition-to-phase-two-of-nrp-from-july-5-says-ismail-sabri

Plenty of vaccine coming....more states opening up...

.....good for recovery play....