Putin yesterday mentioned "Nuclear weapon". Very scary times we live in.

Trading Buy

Remember that countries need chips for their weapon also. Chips are not just found in iPads or smartphones. Which explains why semiconductor companies have not even crashed despite the recent rout in FAANG and big tech.
I am definitely still bullish on MPI despite the challenging macro environment.

Nowadays traders also don't make a lot of money. High turnover. Look at CGS-CIMB and Kenanga prop traders. A lot left and new people came in. After a few months, they will all leave again.

If you have kids, ask them to go study electrical engineering and work in semiconductor. Intel is paying RM5k including bonus for their fresh grads. Applied Materials in Bayan Lepas, Penang paying RM3.5k. Lam Research around RM4k.
Doctor/lawyer cannot make money anymore haha. Or become prop trader/ECM like pang72. You ask pang72 how much he earn as a trader.

Buy on weakness. MPI is good for a short-term technical trade (1-2 months). The only fear is if Russia suddenly drops a bomb on Ukraine or between China and Taiwan. Geopolitics will be a huge theme in 2023.

Semiconductor industry has been militarised. Countries are boosting semiconductor manufacturing capabilities as a means to improve their bargaining power on the international stage. The growth pace of the semiconductor industry is expected to slow, as companies downgrade FY23 earnings guidance, earning estimates by analysts come down 15% - 20% by 2H23' and amid a high interest-rate environment.
Semiconductor companies remain an integral part of any value investor. It is the same as investing in Oil and Gas during 2018. Expect some small rebounds but don't expect to be rich like investing in Google. That will not happen anymore.

Alright pang72.

don't sell all. just sell to buy christmas gift @KClow I still hold a lot, no worries

sell some shares to buy christmas gifts for my parents hurray!

20% profit-taking

Two more weeks

@fruitcake wait two more weeks. It is coming soon

Value small cap

Come back later

Take a break first, go trade Velesto haha

This stock is for traders

Yep

Yep I bought a lot hehe

Russian oil cap will pump crude oil prices back to 100$. Crude oil stays higher, driving inflation. Fed pivots, then resumes hiking. Followed by mild global recession. This recession won't be as bad as 2008

@troy88 this stock, hold tight until Q1 2023 before bonus pay to fund managers.

Don't panic @Luen07

Coastal - Supermax
Hibiscus - Top Glove
RL - Rubberex/Careplus
Velesto - AT Systemization
Haha just kidding

Two block trades

O&G Strategy Q1 2023

1. Long Hibiscus (O&G pure play) as well as Coastal Contract (O&G-adjacent play)
2. Small cap penny stock gamble (Velesto Energy, Bumi Armada, RL [Reservoir Link])
Added Bumi Armada and removed Hengyuan because now no longer able to IDSS/RSS Hengyuan except corporate trading account.

Buy

Coastal Contract - Supermax of O&G
Hahaha

9.5x trailing PE

troy88, still not fair value yet

O&G stocks will outperform 2023. Fund rebalancing on-going.

Stocks swinging 10% every month is normal. Why worry @cheeseburger?

Covered my losses with Karex. So I am still fine. But I am still not happy with the company's latest quarterly results. Quite disappointing. Management guided lower in 1Q 2023

@cheeseburger impossible to make the right call every quarter.

SEM has reached the short term bottom

Buy on weakness

bulldog I am buying Berjaya

Definitely an exciting growth company amid high interest rate environment

Jentayu just had a new Vice President according to LinkedIn.

Forward P/E I am too lazy to calculate. haha Happy weekend

Coastal Contract fair value is at trailing P/E 9.50x Good luck

O&G Strategy Q1 2023

1. Long Hibiscus (O&G pure play) as well as Coastal Contract (O&G-adjacent play)
2. Small cap penny stock gamble (Velesto Energy, Bumi Armada, RL [Reservoir Link])
Added Bumi Armada and removed Hengyuan because now no longer able to IDSS/RSS Hengyuan except corporate trading account.

O&G Strategy Q1 2023

1. Long Hibiscus (O&G pure play) as well as Coastal Contract (O&G-adjacent play)
2. Small cap penny stock gamble (Velesto Energy, Bumi Armada, RL [Reservoir Link])
Added Bumi Armada and removed Hengyuan because now no longer able to IDSS/RSS Hengyuan except corporate trading account.

Weak holders panic-selling. Decent forward P/E. No-brainer, why sell?

1 month ago, I was trading Harnlen then I saw a lot of unusual volume on L2 exchange. Tons of share blocks (in 10k) exchanged hands at market open for KSSC. Not much accumulation for KSSC-WA. Heavy block trades on every Friday up until last week. I don't have insider news for any stocks but this is how I found KSSC. Good luck

If you bought below RM0.75, then good job.

Insiders already profited more than 100%. Classic example of insider trading. I mentioned about this stock 1 month ago. Heavy accumulation. If you buy now, you won't make a lot trust me.

yessir now it's too late to buy

Karex to 1 billion market cap

Limit

O&G Strategy Q1 2023
1. Short Hengyuan as mentioned two months ago
2. Long Hibiscus (O&G pure play) as well as Coastal Contract (O&G-adjacent play)
3. Small cap penny stock gamble (Velesto energy and RL [Reservoir Link])

O&G Strategy Q1 2023
1. Short Hengyuan as mentioned two months ago
2. Long Hibiscus (O&G pure play) as well as Coastal Contract (O&G-adjacent play)
3. Small cap penny stock gamble (Velesto energy and RL [Reservoir Link])