Shin Yang Shipping Corp

Upgraded to Overweight with a price target of RM0.82

Value strat

You know what to do tomorrow. AVAT delta up. Slap the ask and let's go

Perfect hedge against market crash in the US

Slap the ask

Tomei upgraded to Trading Buy

An MSCI gauge of Southeast Asian, or Asean, equities fell less than 2% this week and rose to an 18-month high relative to the Asia benchmark, which slumped almost 5%.

“Asean is now less vulnerable than in the past as current account balances have improved and valuations on equities, bonds and currencies are less demanding,” UBS Group AG strategists including Niall MacLeod wrote in a note Thursday. “Markets are in a much better position relative to 2013.”

Bloomberg | Markets

An MSCI gauge of Southeast Asian, or Asean, equities fell less than 2% this week and rose to an 18-month high relative to the Asia benchmark, which slumped almost 5%.

“Asean is now less vulnerable than in the past as current account balances have improved and valuations on equities, bonds and currencies are less demanding,” UBS Group AG strategists including Niall MacLeod wrote in a note Thursday. “Markets are in a much better position relative to 2013.”

Bloomberg | Markets

An MSCI gauge of Southeast Asian, or Asean, equities fell less than 2% this week and rose to an 18-month high relative to the Asia benchmark, which slumped almost 5%.

“Asean is now less vulnerable than in the past as current account balances have improved and valuations on equities, bonds and currencies are less demanding,” UBS Group AG strategists including Niall MacLeod wrote in a note Thursday. “Markets are in a much better position relative to 2013.”

An MSCI gauge of Southeast Asian, or Asean, equities fell less than 2% this week and rose to an 18-month high relative to the Asia benchmark, which slumped almost 5%.

“Asean is now less vulnerable than in the past as current account balances have improved and valuations on equities, bonds and currencies are less demanding,” UBS Group AG strategists including Niall MacLeod wrote in a note Thursday. “Markets are in a much better position relative to 2013.”

Bloomberg | Markets

An MSCI gauge of Southeast Asian, or Asean, equities fell less than 2% this week and rose to an 18-month high relative to the Asia benchmark, which slumped almost 5%.

“Asean is now less vulnerable than in the past as current account balances have improved and valuations on equities, bonds and currencies are less demanding,” UBS Group AG strategists including Niall MacLeod wrote in a note Thursday. “Markets are in a much better position relative to 2013.”

An MSCI gauge of Southeast Asian, or Asean, equities fell less than 2% this week and rose to an 18-month high relative to the Asia benchmark, which slumped almost 5%.

“Asean is now less vulnerable than in the past as current account balances have improved and valuations on equities, bonds and currencies are less demanding,” UBS Group AG strategists including Niall MacLeod wrote in a note Thursday. “Markets are in a much better position relative to 2013.”

An MSCI gauge of Southeast Asian, or Asean, equities fell less than 2% this week and rose to an 18-month high relative to the Asia benchmark, which slumped almost 5%.

“Asean is now less vulnerable than in the past as current account balances have improved and valuations on equities, bonds and currencies are less demanding,” UBS Group AG strategists including Niall MacLeod wrote in a note Thursday. “Markets are in a much better position relative to 2013.”

Bloomberg | Markets

Bursa tech will become the new bank stocks with low beta and low growth. Markets to remain flat until midterm elections; Democrats will not let the markets to fall before their performance review since that would be a poor political strategy.

Get used to the transition of Bursa tech companies from growth to dividend-paying value stocks.

I am out of Bursa equities for now. But if I am trading on my personal portfolio, I would load the F up on Bursa index funds/blue chip and wait until November 2022

Looking at the bright side, managers are bullish on emerging markets and currencies

The street is planning a bigger sell-off based on the consensus among other equity strategists. Fixed income analysts, on the other hand, are predicting a flattening curve for US. For Malaysia, Sell 3Y Buy 10Y spread has inverted for a long time so it doesn't matter. It's 50/50

Still no market color on big tech earnings yet. But a lot more QQQ/SPY puts will be expiring next month. Retail investors are getting smarter too, thus creating further downward spiral. Before mid March, institutional investors will basically keep shorting tech and going long volatility.

Nope, T+45 and end of quarter. Then we talk about buying the dip

I have been a tech bull especially Greatech and MPI for almost one year and a half.

I literally warned everyone in this forum on December 17 that a lot of counterparties (including foreign/local institutions) were shorting Greatech (RSS). And yet the gang consisting of CakeMoon / OTB / i3 pumpers (pang72 is my good friend haha so nvm) keep luring new tech investors to buy the dip. I seriously doubt if they actually buy themselves.

Sophisticated investors (large account size) were already informed to get out of our position in tech and received market color on the next earnings estimates. And unfortunately, there are still a lot of retail investors providing liquidity for institutions to take profits.

Stock: [GREATEC]: GREATECH TECHNOLOGY BERHAD
Dec 17, 2021 10:43 AM | Report Abuse

Yeah institutions are slowly dumping tech stocks. 2022 could be the year tech underperform. Investing in tech right now is similar to investing in banks. Not much growth left but collect dividends and low risk yields.

I am absolutely speechless at how manipulated this forum can be sometimes. Anyways I don't care anymore because I no longer trade Malaysian equities. :)

Nevertheless, buy the dip on the last trading week of February. Bursa tech will continue to rise in the next 5 years. Short term pain long term gain.

Tech won't crash next year but it will be boring to invest in tech

AAA

Hear, hear

If Bursa technology index crashes one day, MPI will be the the strongest and the last stock to fall.

Malaysian Pacific Industries Berhad has become the new bank stock. More stable than traditional stocks.

Still no analyst recommendation for Batu Kawan which means unlimited upside usually

Morgan Stanley Overweight on IHH Healthcare with a price target of RM7.25

Chinese uncle stock is back up. This stock is the real meme stock of Bursa I am not kidding.

Haha anyways happy new year Calvin. Ta-ann was a good call

I challenge @calvintaneng to find a growth stock for 2022. No more traditional companies. The ones with no PE.

It is extremely easy to recommend cyclical stocks. Low PE - Dump. Negative earnings - Buy the dump. That's literally it. And perhaps follow commodities trend

Good riddance of the traders that lost during the August 2020 - March 2021 KLSE bull run. Strong longs

KLSE is incredibly dull. Every single day, there is like 0 buyers. Some days, the entire volume comes from me only. All the hot money and institutions are dead? Or are they all shorting retail favourites? Broken

God, the set-up is perfect.

Half ALL IN stock

Calvin only recommends cyclical stocks which are usually super boring. Old people favourites

Harbou-Link Group Berhad: Stocks to watch 2022

Prime Metroline Holdings to acquire a minority stake in Apex Equity by 03/14/2022

APX MK

The company behind the private placement is bidding at a price higher than market.

The float is a little too large so the price action will move slower.

See, even The Star does not want to report the actual company acquiring shares in Sunzen Biotech. Bullish

Last trade of the year.

Don't wanna buy too much. Leave some meat for other traders

Happy New Year y'all

Let's go

Mostly growth SMEs and startups

If you can identify the list of companies acting as clients of RCE Capital Berhad, you truly understand the catalyst behind the stock. No need to perform fundamental analysis anymore.

My broker lol

Gotta love some Chinese New Year pump

Yessir, this is a good short term trade. I won't hold though since this company is non-growth and leans towards traditional industry

KTRI MK FA <GO>

Easy