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
Followers
12
Following
6
Blog Posts
0
Threads
9,784
Blogs
Threads
Portfolio
Follower
Following
2021-12-13 14:45 | Report Abuse
Economists at Goldman Sachs last week changed their rate-path forecast to show the Fed raising rates from near zero next July, roughly a year earlier than their previous forecast. They expect the Fed will raise rates sooner because the current interval of higher prices will persist into the middle of next year, even though they still expect inflation to fall to 2% by early 2023.
WSJ | Economy
2021-12-13 11:57 | Report Abuse
Thanks for the information. Didn't really follow Enra Group for a long time. M&A market in Malaysia is pretty much dead. Lucky to even get a deal
2021-12-13 11:55 | Report Abuse
This stock is heavy with local institutions. Foreign, not so much. Fundamentals? Not that good as well.
The strategy to trade Chin Hin is probably the good o' event-driven buy and hold
2021-12-13 11:54 | Report Abuse
Management is diversifying in so many sectors. Wouldn't be surprised if they announce new projects in the next call
2021-12-13 11:53 | Report Abuse
My average price is around RM1.90 ish
2021-12-13 11:53 | Report Abuse
The next unicorn company on Bursa
2021-12-13 11:52 | Report Abuse
They are shorting QL Resources heavily. Everyone knows this already. Not sure when they are gonna release. Company is about to get kicked out from large cap index
2021-12-13 11:51 | Report Abuse
Moves exactly like Hong Seng. Name is also like Hong Seng.
2021-12-13 11:50 | Report Abuse
5 Billion market cap. Slap the ask
2021-12-13 11:49 | Report Abuse
Still believe in the growth story. Interest rate remaining low is probably a short-term event.
2021-12-13 11:49 | Report Abuse
What does this company have to do with EV? It is just part of the supply chain.
I am underweight on MSC
2021-12-13 11:48 | Report Abuse
Should've bought SAM at RM18 last year. Very sad
2021-12-13 11:48 | Report Abuse
IHH Always like this company when I need a slight boost for large caps
2021-12-13 11:47 | Report Abuse
PE unicorn companies are generally pretty volatile.
CTOS Maintain Neutral
2021-12-13 11:46 | Report Abuse
Hmm so it is quite difficult to value CTOS at this point. Private equity unicorn companies. Generally don't put eggs in one basket.
2021-12-13 11:45 | Report Abuse
MFCB performance has been shaky
2021-12-13 11:44 | Report Abuse
@ipohwhitecoffee recommendation. Slap the ask and buy
2021-12-13 11:41 | Report Abuse
MGRC is high-risk bio tech firm. Kotra is boomer old fashioned Pharma bio tech company
2021-12-13 11:41 | Report Abuse
@ipohwhitecoffee
It is the only self-sustainable pharmaceutical company on Bursa. Very low risk compared to MGRC lolllll haha
2021-12-13 11:39 | Report Abuse
Classic fear manipulation.
2021-12-13 11:39 | Report Abuse
Failed rally a few months ago due to too many retail investors pilling on. The majority of retail has sold out according to my strategy. Expecting better revenues next quarter
2021-12-13 11:35 | Report Abuse
Buying the dip after the horrendous correction. Slap the ask
2021-12-13 11:35 | Report Abuse
Yikes, how can they still short Pos Malaysia
2021-12-13 11:34 | Report Abuse
Anyways I choose to have diversification in both tech and plantation. Even though I dislike the labour practice of plantation companies, the value is just toooo attractive right now. Who hates cheap stocks
2021-12-13 11:33 | Report Abuse
Institution investor took some profits at RM45.
However, if the market condition is right, there could be a revival. Paying attention to NASDAQ tonight after the CPI report.
2021-12-13 11:32 | Report Abuse
Rapid Synergy Berhad: Stocks to watch in Q1 2022
2021-12-13 11:31 | Report Abuse
Met with SAM management team before a long time ago. But never invested in it. Missed opportunity. Already thought the company is kinda loaded with debt.
2021-12-13 11:30 | Report Abuse
Yeah. Institutional investors are known to intentionally short retail-heavy stocks. It is common on Wall Street decades ago. But in Malaysia, short-selling is only open for corporate accounts. Talk about the unfairness.
2021-12-13 11:28 | Report Abuse
Holding for at least 1 quarter
2021-12-13 11:28 | Report Abuse
So what is your price target for TSH Resources? Already established some position and would further add if there is any more development to the existing business.
2021-12-13 11:27 | Report Abuse
Nah, it is common on an unregulated stock forum. Everyone just wants to make some money before the quarter ends. Performance performance performance
2021-12-13 11:26 | Report Abuse
Tech stocks right now are actually blue chip companies. Their Price to earning ratio will probably balance out in 2 - 3 years. Right now they might seem overvalued. But in 2 -3 years, they could become the next "safe" or defensive companies.
However, do be WARNED that not all tech companies will survive the next crash. Only the top performing tech companies, just like any sector, will continue making consistent profits over the next few decades. It is important to identify their revenue streams and pick the best tech companies within its own sector, be it semiconductor, software or SAAS. Companies like VS Industry or JF Tech will crash, but MPI, Vitrox will perform even better next quarter
2021-12-13 11:23 | Report Abuse
Maybank Berhad Maintain Neutral
2021-12-13 11:23 | Report Abuse
Not really bullish on financials moving forward in Q1 2022. Omicron threat is still looming, and therefore investors should still be prepared for any negative tailwind. Global macro says buy financials. But you should hedge by buying a small portion of tech stocks to complement with defensive such as financials and cyclicals.
2021-12-13 11:21 | Report Abuse
Yeah I do not support being a fanboy of any investor including Calvin Tan. Sometimes his spamming on the forum can be quite annoying. But ultimately I still respect him professionally. Could really be better if he just consolidates his idea in one forum instead of bombarding ideas everywhere
2021-12-13 11:20 | Report Abuse
Chinhin: The next Hong Seng Consolidated
2021-12-13 11:20 | Report Abuse
Did you buy? @ipohwhitecoffee
I thought you never buy overvalued companies.
2021-12-13 11:19 | Report Abuse
The only crypto firm in Malaysia. You gotta slap the ask
2021-12-13 11:19 | Report Abuse
Buy on news, buy high sell higher
2021-12-13 11:18 | Report Abuse
What happened to the deal? M&A advisor suddenly no market colour on this
Stock: [YBS]: YBS INTERNATIONAL BERHAD
2021-12-13 15:49 | Report Abuse
:)