I love the markets and like to call myself as the biggest bull on KLSE. Malaysian stocks are significantly undervalued but most local investors are still pessimistic. They are WRONG
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2022-05-05 22:54 | Report Abuse
Calvin is right about his analysis but the problem is his investment thesis stretches well beyond what most investors can endure. His investment timeframe is more than 3 years. Less than 1 percent of investors has the patience to hold one financial quarter, let alone 3 years
2022-05-05 22:53 | Report Abuse
Notable FX strategists see the Dollar strength going in mid August 2022
2022-05-05 22:52 | Report Abuse
This is one of the few stocks to own in this difficult market. USD still strengthening until today as Nasdaq and S&P500 slides. Investors still buying cash and rotating out of all risk assets
2022-05-05 22:49 | Report Abuse
Be careful of what you wish for buddy
2022-05-05 22:39 | Report Abuse
Roe v Wade court decision. US will ban abortion and thus need more condom imports from Malaysia. Obviously this is a bull case for this company since it is one of the biggest producers and has no ESG issues. Overweight on Karex
2022-05-05 12:46 | Report Abuse
Regret not buying more, only 30 lots zzz
2022-05-05 12:15 | Report Abuse
This time, @pang72 made a good call. Congrats
2022-05-05 12:05 | Report Abuse
I want to see a limit up on Hengyuan.
2022-05-05 12:04 | Report Abuse
I have more call warrants than mother share lol
2022-05-05 12:04 | Report Abuse
I only have 30 lots in Hengyuan shares. Because I only bought call warrants hehe
2022-05-05 11:36 | Report Abuse
C22 +1000% yummy
2022-05-05 09:18 | Report Abuse
Who buys C22 will be rich lol
2022-05-05 09:16 | Report Abuse
Hengyuan C22 moves faster lol
2022-05-05 09:13 | Report Abuse
Someone buy my C22 warrants please
2022-05-05 09:12 | Report Abuse
Queue selling Hengyuan C22 someone please buy from me
2022-05-05 08:59 | Report Abuse
TSH should be growth stock, not value
2022-05-05 08:56 | Report Abuse
I don't think so. Value investing is dead
2022-05-05 06:39 | Report Abuse
Biggest bull run incoming
2022-05-04 16:21 | Report Abuse
Ambank derivatives/portfolio better cover your hedge.
2022-05-04 16:20 | Report Abuse
TSH will still hit RM10.00 if the market is right.
2022-05-04 13:39 | Report Abuse
Welp, looks like the only way to play TSH for the short to medium term is IDSS/regulated short selling.
2022-05-04 12:12 | Report Abuse
The word "horseback cannon" is seriously genius. Someone on i3 invented this term and now I love using it to describe people like @Foker
2022-05-04 12:10 | Report Abuse
Growth stocks have dropped for 6 months whereas value outperformed for nearly a year.
2022-05-04 12:09 | Report Abuse
Nasdaq option market makers forcing max pain for put contract buyers before the next OPex.
So, what is max pain?
What is Max Pain (Options)? CFI Institute definition
Max pain is a situation in which the stock price locks in on an option strike price as it nears expiration, which would cause financial losses for the highest possible number of options traders. It attempts to explain how, during the last days, the underlying stock prices often cluster around the strike prices to bring losses to the option buyers.
2022-05-04 12:09 | Report Abuse
Nasdaq option market makers forcing max pain for put contract buyers before the next OPex.
So, what is max pain?
What is Max Pain (Options)? CFI Institute definition
Max pain is a situation in which the stock price locks in on an option strike price as it nears expiration, which would cause financial losses for the highest possible number of options traders. It attempts to explain how, during the last days, the underlying stock prices often cluster around the strike prices to bring losses to the option buyers.
2022-05-04 12:06 | Report Abuse
Nasdaq has been on a downtrend since November 2021. The index has dropped for 6 months consecutively since mid Nov.
Nasdaq skew is around 7.5 which indicates higher demand for downside protection. Historically, the index rebounds within the same financial quarter
2022-05-04 12:06 | Report Abuse
Nasdaq has been on a downtrend since November 2021. The index has dropped for 6 months consecutively since mid Nov.
Nasdaq skew is around 7.5 which indicates higher demand for downside protection. Historically, the index rebounds within the same financial quarter
2022-05-03 21:06 | Report Abuse
The best call warrant for Hengyuan (strike price, maturity, balanced premium) is C22
2022-05-03 21:05 | Report Abuse
But who cares, it is too late anyways
2022-05-03 21:02 | Report Abuse
@Golf123 Honestly you should be worried when The Star writes articles on certain stocks and companies. The Star is not the media platform to trust or get your news from
2022-05-02 17:49 | Report Abuse
Warren Buffett told people to buy and hold but he himself keeps swing trading stocks with M&A activities and hostile takeovers. Look at Berkshire Hathaway's turnover. It does not align with his investment thesis.
2022-05-02 17:48 | Report Abuse
Warren Buffett needs to retire already. Why didn't he invest in semiconductor companies such as Nvidia and AMD?
2022-05-02 17:48 | Report Abuse
Growth stock has been oversold. Japanese bond buyers almost done dumping US Treasury, which send ripples throughout the bond market for the past few months. Technical rebound by May 15th
2022-05-02 17:47 | Report Abuse
Mega First is no longer a growth stock. Value defensive play
2022-05-02 17:46 | Report Abuse
Lol stop promoting your YouTube video here for views and clicks. You are just recycling the same news and catalysts that have already been priced in.
2022-05-02 17:45 | Report Abuse
Anyone watched Warren Buffett's latest speech at Berkshire Hathaway AGM? This man needs to retire already, doesn't make sense anymore with his investment thesis. He said Bitcoin is garbage, missed the timing in 2020, sold airline at the bottom.
2022-05-02 17:43 | Report Abuse
Local institutions are scared to buy in due to Indonesia export risks. Better allocate 60% to large cap such as KLK and 40% to mid cap such as Jaya Tiasa and TSH
2022-05-02 17:42 | Report Abuse
@Investformilkmoney I am not very optimistic
2022-05-02 12:35 | Report Abuse
Bermaz Auto catalysts and bull case
1. Low net debt to EBITDA
2. High ROIC
3. Using WACC formula, company is taking on risks to build the business which is excellent
4. Net profit growth QoQ
5. Vehicle sales up 21%, expected to grow in Q2 Q3 2022
2022-05-02 12:34 | Report Abuse
Investors waiting to access the next earnings result to identify potential turnover opportunities after a year of consecutive losses by Tune Protect Berhad
2022-05-02 12:32 | Report Abuse
The only growth investors in Malaysia is Hong Leong AM, Areca Capital, Affin Hwang AM.
Look at the performance of most funds in Malaysia. All cannot even beat FBMKLCI despite the biggest bull run of all time.
2022-05-02 12:29 | Report Abuse
Fund managers in Malaysia severely underperform the benchmark every year and preached the concept of "value investing" for years.
But did you know that Berkshire Hathaway has some of the highest asset turnover on their balance sheet? Warren Buffett made a lot of poor bets due to "value investing" but got lucky because he invested in US blue chips when the majority of Americans do not even understand how the stock market functions. Invested in Teva Pharmaceuticals, missed Google, Facebook, and many more mistakes. Warren Buffett is a gambler in disguise (bought and sold stocks within the same year, bought Activision before the deal, sold Oracle Corp before the spike). Also, he likes company who abuses employess (anti-union) and actively participated in buyouts (in another words, hostile takeovers) of companies.
The real fund managers you should follow is not Warren Buffett or Peter Lynch. It is George Soros (best macro/FX strategist), David Einhorn (best long/short), Carl Icahn, Berkowitz, Kyle Bass.
2022-05-02 12:15 | Report Abuse
Can't take risks due to regulation or afraid of risks at all? Maybe both
It is unfortunate and sad that taking financial risks in Malaysia is highly frowned upon and considered as gambling when Robert Kuok, the richest man was literally the biggest gambler in Malaysia who speculated on commodity.
2022-05-02 12:13 | Report Abuse
Malaysian institutional investors and some analysts are dumb as rocks. Too risk-averse and perennial hate on retail investors. This is what happens when you hire the spoiled brats who studied at second-tier British universities sent by rich parents.
But they are the ones who control the market. Short-sell stocks that retail investors love and pump the obscure name. The people working in local financial industry are much worse than Wall Street.
2022-05-01 17:54 | Report Abuse
No wonder Elon Musk bought Twitter. The ability to control the narrative on Twitter and social media websites is very powerful indeed
2022-05-01 17:51 | Report Abuse
Took profits from Bonia two weeks ago. But I hope other institutional investors do not dump Bonia just because of this social media rant. This is insignificant and will not affect the business. Do not use this as an excuse to sell off Bonia
Stock: [TSH]: TSH RESOURCES BHD
2022-05-05 22:55 | Report Abuse
This company is a buy and forget stock, don't expect short term moves