Posted by greedy44444 > 2021-08-13 23:04 | Report Abuse

Yes ! Sell all tech stocks and buy plantation stocks.

Posted by s3phiroth > 2021-08-13 23:19 | Report Abuse

i dont understand y ppl believe only tech stock will plunge but not others if fed starts tapering.

The fact is they both plunge when fed starts doing so.

Posted by calvintaneng > 2021-08-13 23:22 | Report Abuse

See this https://www.facebook.com/watch/?v=299387394503901

Posted by treasurehunt > 2021-08-13 23:25 | Report Abuse

Ultra rich valuation of Bursa Technology companies in comparison to the world players like Amkor and Teradyne. Bursa OSAT companies are fetching PER 35x and ATE fly to PER exceeding 50x.

Amkor (OSAT) PER 14x
Teradyne (ATE) PER 23x

Posted by calvintaneng > 2021-08-13 23:32 | Report Abuse

Palm OIl Forward P/E

See https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-12-story-h1569712578-RIVERVIEW_MHC_PLANT_2_MORE_PALM_OIL_STOCKS_REPORTING_INCREASE_OF_OVER_2.jsp

Posted by treasurehunt > 2021-08-13 23:48 | Report Abuse

Bursa EMS companies are traded at PER 22x, slightly higher than the world EMS players Foxconn, Wistron and Jabil.

Foxconn - PER 17x
Wistron - PER 8x
Jabil - PER 16x

Posted by treasurehunt > 2021-08-13 23:57 | Report Abuse

Bursa ATE players are traded higher than the semiconductor critical equipments suppliers. Bursa tech lovers are rich.

PER
ASML - 58x
Analog Device - 40x
Broadcom - 45x
KLA - 24x
Lam Research - 22x

Posted by calvintaneng > 2021-08-14 00:32 | Report Abuse

Mhc plant Per only 4.6

Riverview per only 6.6

Palm oil now got the most value

Posted by calvintaneng > 2021-08-14 00:42 | Report Abuse

S3phiroth

If Fed tapers all might go down but by different degrees

Tech will plunge more because it has gone up more

Value stocks will drop least because it went up the least

That is why right now in USA Down Jones and S&P are up but Nasdaq is down

Posted by stockraider > 2021-08-14 07:48 | Report Abuse

U ASK YOURSELF HOW MUCH USA CAN TAPER LEH ??

CURRENT INTEREST RATES;

1 MTH- 0.08% PA
10 YEAR- 1.2% PA
30 YEAR - 1.9% PA

STOCKS DIVIDEND ARE YIELDING AVERAGE 2.0% PA MAH!

AVERAGE PE 24X OR 4.16% PA EARNINGS YIELD MAH!

Posted by calvintaneng > 2021-08-14 08:12 | Report Abuse

FED TAPERING IS NOT INTEREST RATES INCREASE OR REDUCTION

FED TAPERING HAS GOT TO DO WITH LESS MONEY PRINTING AND INFLATING THE BUBBLE

FROM DEBT OF USD6 TRILLIONS FED HAS NOW CAUSED THE BALLOON OF FIAT (FAKE) MONEY TO REACH https://www.usdebtclock.org/

ONCE FED STOP PUMPING MONEY THE MUSIC STOPS

https://www.wsj.com/articles/fed-officials-debate-scaling-back-mortgage-bond-purchases-at-faster-clip-11624872602

Posted by Jack Khan > 2021-08-14 08:17 | Report Abuse

Ya I just wandering when tech stock only can earn 3sen per quarter at high valuation!

Posted by calvintaneng > 2021-08-14 08:51 | Report Abuse

From borrowing non stop from Usd6 Trillions to Usd28 Trillions This Printed Fiat(fake) money not backed by gold is pumped into the economy of USA to inflate the World's Biggest Debt Time Bomb and by proxy inflated the Tech Bubble like no other

The Tulip Bubble sucked in monies from traders, speculators, gamblers, land owners, merchants and what not until....

Until?

Until the last fool bought at the peak of peak and then....

Then the Tulip Bubble bursted!!!

This mania was in Holland

Today people still go to holland of bubbles and speculation

Posted by calvintaneng > 2021-08-14 09:00 | Report Abuse

Actually right here on our own home tuff there were some "tulipmania" like Jaks pumped to Rm1.90, Sendai (Rm1.60), Dayang (Rm3.06) and Hengyuan (Rm19.00)

jaks = jaws

sendai = send die

Dayang = die young

Hengyuan ballooned to Rm19.00 from Rm2.00

Now hengyuan balloon bursted and only Rm3.99

As it was it is and it will be

Posted by calvintaneng > 2021-08-14 09:02 | Report Abuse

those that never take heed to learn from history will fail and fail again

fools come and fools go

but don't be like one

Posted by calvintaneng > 2021-08-14 09:09 | Report Abuse

Very funny
All pumped stocks got secret codes

Hengyuan = hanged young

Those who went all in with full margin to chase "hengyuan" at final hurrah from Rm17. 00 to Rm19. 00 end up "hanged young"

Posted by stockraider > 2021-08-14 09:13 | Report Abuse

Basic Economics 101 mah!

QE means more money Printing or money supply by FED....means interest rate low loh!

When Taper...means less money supply.....thus interest should be up mah!

The last 2 months interest rates has been coming down instead mah!

For the General Public & business people...who cares whether...QE or Taper leh ?

Unless it affect them mah!
It affect the people in the form of lower or higher interest rates mah!

U ASK YOURSELF HOW MUCH USA CAN TAPER LEH ??

CURRENT INTEREST RATES;

1 MTH- 0.08% PA
10 YEAR- 1.2% PA
30 YEAR - 1.9% PA

STOCKS DIVIDEND ARE YIELDING AVERAGE 2.0% PA MAH!

AVERAGE PE 24X OR 4.16% PA EARNINGS YIELD MAH!

Posted by stockraider > 2021-08-14 09:19 | Report Abuse

Do not simply panic...when taper mode loh....bcos the tapering will be gradual....as right now the short term interest rates now are ridiculous low for example 1 month 0.08% pa mah!

Only when 1 month interest of USA normalise to say 1.0% pa....then extreme caution should be exercise mah!

Posted by abang_misai > 2021-08-14 09:22 | Report Abuse

Tumbling is just days away. Lu takut kah stockraider.

Posted by stockraider > 2021-08-14 09:32 | Report Abuse

Mana wah takut leh ?

U look at apple share price still up today mah!

Very steady loh!

Year Todate Apple up almost 20% mah!

PE around 29x, very reasonable when u look at interest rates of less than 0.1% pa mah!

Apple is a bluechips & a growth stock mah!


Posted by abang_misai > Aug 14, 2021 9:22 AM | Report Abuse

Tumbling is just days away. Lu takut kah stockraider.

Posted by treasurehunt > 2021-08-14 09:48 | Report Abuse

How far can Apple & Microsoft go? Apple & Microsoft QR have started moved into higher base since Fourth Qtr 2020. It would deliver good QR in coming Qtr. What about next?

Posted by stockraider > 2021-08-14 09:50 | Report Abuse

As long as the competing 1 yr interest rates 0.1% pa & remain extremely low.....Apple can go very far & so are all the tech stocks mah!

U look at apple share price still up today mah!

Very steady loh!

Year Todate Apple up almost 20% mah!

PE around 29x, very reasonable when u look at interest rates of less than 0.1% pa mah!

Apple is a bluechips & a growth stock mah!

Lu Tau Boh ???

"Apple is not only a business, it is a religion loh!"


Posted by treasurehunt > Aug 14, 2021 9:44 AM | Report Abuse

How far can Apple go? Apple QR has started moved into higher base since Fourth Qtr 2020. It would deliver good QR in coming Qtr. What about next?

Posted by treasurehunt > 2021-08-14 09:52 | Report Abuse

Apple Earnings
2nd Qtr 21 - US 21.7b
1st Qtr 21 - US 23.6b
4th Qtr 20 - US 28.8b
3rd Qtr 20 - US 12.7b

Microsoft Earnings
2nd Qtr 21 - US 16.5b
1st Qtr 21 - US 15.5b
4th Qtr 20 - US 15.5b
3rd Qtr 20 - US 13.9b

Posted by stockraider > 2021-08-14 09:55 | Report Abuse

Must compare agst likes mah!

Q2 v Q2 last year mah

Q4 v Q4 last year loh!

Lu Tau Boh ?

Q4 always the best qtr for apple mah!


Posted by treasurehunt > Aug 14, 2021 9:52 AM | Report Abuse

Apple Earnings
2nd Qtr 21 - US 21.7b
1st Qtr 21 - US 23.6b
4th Qtr 20 - US 28.8b
3rd Qtr 20 - US 12.7b

Microsoft Earnings
2nd Qtr 21 - US 16.5b
1st Qtr 21 - US 15.5b
4th Qtr 20 - US 15.5b
3rd Qtr 20 - US 13.9b

Posted by treasurehunt > 2021-08-14 09:57 | Report Abuse

Shortage of chip. Lu tau Boh?

Posted by stockraider > 2021-08-14 09:57 | Report Abuse

Apple is America best consumer technology stock mah!

Lu Tau boh ?


Posted by stockraider > Aug 14, 2021 9:55 AM | Report Abuse X

Must compare agst likes mah!

Q2 v Q2 last year mah

Q4 v Q4 last year loh!

Lu Tau Boh ?

Q4 always the best qtr for apple mah!


Posted by treasurehunt > Aug 14, 2021 9:52 AM | Report Abuse

Apple Earnings
2nd Qtr 21 - US 21.7b
1st Qtr 21 - US 23.6b
4th Qtr 20 - US 28.8b
3rd Qtr 20 - US 12.7b

Microsoft Earnings
2nd Qtr 21 - US 16.5b
1st Qtr 21 - US 15.5b
4th Qtr 20 - US 15.5b
3rd Qtr 20 - US 13.9b

Posted by treasurehunt > 2021-08-14 09:58 | Report Abuse

Why you worship Apple like a god? Are you an American?

Posted by stockraider > 2021-08-14 09:59 | Report Abuse

Apple the USA God of Wealth mah!


Posted by treasurehunt > Aug 14, 2021 9:58 AM | Report Abuse

Why you worship Apple like a god? Are you an American?

Posted by treasurehunt > 2021-08-14 10:09 | Report Abuse

There are few US companies used to be god of wealth before. It can't adopt the time changing.

Posted by stockraider > 2021-08-14 10:18 | Report Abuse

Thats why very important to invest technology companies have the DNA to adopt to changing time mah!

Posted by treasurehunt > 2021-08-14 10:22 | Report Abuse

Technology is a gimmick to fool folks too. just like what had happened in .com bubble 2 decades ago.

Posted by treasurehunt > 2021-08-14 10:42 | Report Abuse

Apple car is the next growth driver but it will kick in 2 to 3 years later.

Posted by calvintaneng > 2021-08-14 10:59 | Report Abuse

Too high prices for Tech now

Softbank boss sold google, Facebook and netflik shares gave a sign of overvaluation

Better stay very very very safe in Palm oil stocks now

Palm oil fantastic earnings time will come out this month August 21, November 21 and into year 2022 by two boosters

1. High soft commodity prices

2. World turning to biodisel for clean, green energy push

Posted by CynicalCyan > 2021-08-14 11:08 | Report Abuse

exercise caution before buying local tech stocks

Posted by stockraider > 2021-08-14 11:08 | Report Abuse

Disruption technology u pay higher price...old traditional business u pay lower prices or valuation mah!

Common sense mah!


Posted by calvintaneng > Aug 14, 2021 10:59 AM | Report Abuse

Too high prices for Tech now

Softbank boss sold google, Facebook and netflik shares gave a sign of overvaluation

Better stay very very very safe in Palm oil stocks now

Palm oil fantastic earnings time will come out this month August 21, November 21 and into year 2022 by two boosters

1. High soft commodity prices

2. World turning to biodisel for clean, green energy push

Posted by stockraider > 2021-08-14 11:10 | Report Abuse

Tomorrow technology...u start development today mah!

Posted by treasurehunt > Aug 14, 2021 10:42 AM | Report Abuse

Apple car is the next growth driver but it will kick in 2 to 3 years later.

Posted by treasurehunt > 2021-08-14 11:23 | Report Abuse

Don't laugh at glove sector. It would turn to technology sector later. Everybody will be throwing no tomorrow in the downtrend.

Posted by calvintaneng > 2021-08-14 11:25 | Report Abuse

CynicalCyan

You are correct on local tech stocks

US's Apple looks ok

If Fed continues money printing Bitcoin and Ethereum will also go up

If not still local tech stocks now too high in valuation

Cepat earns 3.07 sen just like Greatec earning same 3.07 sen but Cepat is less than 10% of Greatec

That is why we should go for undervalue palm oil shares as a whole

Over a short term the stock market is a voting machine but over a longer term the stock market turns into a weighing machine

Posted by stockraider > 2021-08-14 11:34 | Report Abuse

Of course local tech will benefit mah!

What is good for Apple will be good for local tech mah, bcos alot of them get business servicing the very big boys mah!

Posted by calvintaneng > Aug 14, 2021 11:25 AM | Report Abuse

CynicalCyan

You are correct on local tech stocks

US's Apple looks ok

If Fed continues money printing Bitcoin and Ethereum will also go up

If not still local tech stocks now too high in valuation

Cepat earns 3.07 sen just like Greatec earning same 3.07 sen but Cepat is less than 10% of Greatec

That is why we should go for undervalue palm oil shares as a whole

Over a short term the stock market is a voting machine but over a longer term the stock market turns into a weighing machine

Posted by calvintaneng > 2021-08-14 11:45 | Report Abuse

Hahaha Sifu Stockraider must have invested in local tech stocks alot

Ok

Hope you do well

Posted by stockraider > 2021-08-14 11:54 | Report Abuse

Let it be rational loh!

I have some position in SAM, but this is small compare to my Palm oil stock company like FGV, Taan, tsh, jayatiasa loh!

But we must report & anlyse correctly mah!

Posted by calvintaneng > Aug 14, 2021 11:45 AM | Report Abuse

Hahaha Sifu Stockraider must have invested in local tech stocks alot

Ok

Hope you do well

Posted by treasurehunt > 2021-08-14 12:11 | Report Abuse

Talking so much about earnings peak in glove sector in last 6 months. Earnings peak of Nesdaq companies in next 6 months.

Posted by stockraider > 2021-08-14 12:15 | Report Abuse

Gloves no barrier of entry mah!

Cincai people like mahsing with no previous glove experience can set up gloves production & become one of top gloves producer in msia within 6 mths loh! Thus u can expect a glut in future gloves mkt loh!

In technology...u cannot do that...there are huge barrier of entry..in terms of technology knowhow mah!

Lu tau boh ?

Posted by treasurehunt > Aug 14, 2021 12:11 PM | Report Abuse

Talking so much about earnings peak in glove sector in last 6 months. Earnings peak of Nesdaq companies in next 6 months.

Posted by treasurehunt > 2021-08-14 12:17 | Report Abuse

Kua orang biasa ma. You pandai dan tahu semua lor. Cukup keh?

Posted by calvintaneng > 2021-08-14 12:19 | Report Abuse

Sam engineering is ok. It's forward P/E is 19.5
Others like Widetech, greactec, Mi and Frontken are way too high to chase

As for gloves the peak of earnings will be impacted by gross overproduction just like face masks

Posted by treasurehunt > 2021-08-14 12:19 | Report Abuse

Kau pandai dan tahu semua seluruh dunia berapa billion kali. Cukup tak?

Posted by calvintaneng > 2021-08-14 12:22 | Report Abuse

Hahaha

We discuss ideas in friendly ways here

Posted by treasurehunt > 2021-08-14 12:39 | Report Abuse

High bearer of entry in Technology sector but the sector is encountering serious shortage wafer supply. It takes more than 2 years to build extra capacity. How on earth technology companies able to increase robust turnover and earnings in year 2022?


https://techcet.com/wafer-supply-constrained-through-2024-likely/

Posted by stockraider > 2021-08-14 12:41 | Report Abuse

Thats why big prospect bcos of big demand & wafer shortage....very big existing back log orders to fulfil mah!


Posted by treasurehunt > Aug 14, 2021 12:39 PM | Report Abuse

High bearer of entry in Technology sector but the sector is encountering serious shortage wafer supply. It takes more than 2 years to build extra capacity. How on earth technology companies able to increase robust turnover and earnings in year 2022?

Posted by treasurehunt > 2021-08-14 12:45 | Report Abuse

No extra capacity, that would mean consumers electronic companies like Apple's turnover and earnings peaking in 6 months.