Was an analyst prior to retirement. If you want to trust research houses, you must also do your own homework too! Be smart, Act smart, Think smart....No one is God here!
I like how this is an analysis and not a pure "hardsell", valid and logic arguments that persuade you to hold the stock and not like a broken recorder that keep repeats the same thing all over again.
Bro, I've just finished reading all your articles as far back as Dec, have to say I'm really impressed. Keep up the good work, can't wait to learn more from your insightful analysis.
Ominone. Great article and detailed analysis. Never doubted Super's potential growth and reading this after another week of sell--down is refreshing indeed. Believe it would help to calm the nerves of panic sellers too.
Excellent research and analysis, put most so call IB research in the dustbins due to ulterior motives of fooling the retail investors. Will definitely hold on to Supermax, TG and Harta shares and accumulate more on dips.
Great read. All the dumb analysts should it too. People often have too much respect for these foreign IBs and their opinions. The truth is, they may have vested interests, or really, they know very little. Small brains and intellect.
Per Edge- CEO Briefing - dated 5th Feb 2021- -------------------------------------------- Regardless of what the manipulative IBs say, the GLOVE sector is still the best sector to invest in. Here's the reason why-
Rising NPLs ( Bad bank Loans) paint bleak picture of economic recovery-
1-Impaired loans creeping up every month in 4th qtr 2020 after loan moratorium ended Sept 30
2-NPLs reached 9-year high of RM28.7b end-2020 RM24.9b in Sept 2020 , NPL rose to RM25.7b in October ,RM27.8b and RM28.7b in Nov and Dec respectively
3-Ratio of NPL to total loans rose in tandem 0.84% in Sept 2020 to 0.87% in Oct, 0.95% in Nov and 0.99% in Dec
4-Household sector, wholesale, retail, restaurants, hotels , finance, tourism, gaming will be hardest hit and take years to fully recover.
Vaccines will not eradicate the pandemic- ie not a silver bullet per WHO as new variants spread worldwide.
Latest news on FDI in Malaysia. So much for recovery stocks. Glove is still the safest.
Excellent research. Really valuable insights. You must have spent a lot of time writing it up. Thanks a million bro. A recent article in Bloomberg, titled "When will life return to normal", calculated that it may take up to 7 years. All glove companies will be making hay for a long time!
It's good to have research house around. They bring company details when doing company interview and site visits. These details are presented meticulously.
However, it's up to you to interpret the details rather than trusting their theories and buy/sell call.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Trump2020
220 posts
Posted by Trump2020 > 2021-02-05 08:43 | Report Abuse
Great