Posted by BarrettTeo > 2022-12-13 17:21 | Report Abuse

Of course. MPI is on the right track for future trend

Posted by Endgame > 2022-12-13 21:22 | Report Abuse

Heard customer now start reduced stock by reduced order, be careful...china also press down the asp

Posted by BarrettTeo > 2022-12-14 15:58 | Report Abuse

Still have FOMC press conference midnight

Posted by anthonytkh > 2022-12-14 16:00 | Report Abuse

For a minute there I misread Barret’s post as FOMO press conference midnight, haha

Posted by JettLeong > 2022-12-15 18:26 | Report Abuse

LOL. 'Fear of missing out' topic does need a serious conference. haha

Posted by BarrettTeo > 2022-12-16 14:50 | Report Abuse

This MPI is strong, it doesn't follow most of tech counters drop due to US FED rate hike

Posted by JettLeong > 2022-12-19 18:27 | Report Abuse

Regret didn't add more when it's at RM25 there...

Posted by JettLeong > 2022-12-20 15:35 | Report Abuse

got window dressing for this counter?

Posted by JettLeong > 2022-12-22 14:58 | Report Abuse

No window dressing for this company I guess...

Posted by JettLeong > 2022-12-23 13:26 | Report Abuse

Took profit for Xmas celebration

Posted by JettLeong > 2022-12-28 15:46 | Report Abuse

Preparing bullet to hentam when it drop to RM25 again. hehe

Posted by trickskipper > 2022-12-31 06:39 | Report Abuse

Hell all. Someone can explain why its price drop so much since Jan ? I see his QR not really bad . Just notice this counter

Posted by BarrettTeo > 2023-01-04 15:41 | Report Abuse

@trickskipper. Affected by macroeconomic indicators of recession I guess

Posted by tahansan > 2023-01-05 14:46 | Report Abuse

电动车相关订单在增加, 中国产房复工, PE 17.95有点低吧..

Posted by BarrettTeo > 2023-01-05 16:20 | Report Abuse

Cross RM30 again... need to wait again for MPI to slid to RM25...

Posted by Valuvestor > 2023-01-06 12:54 | Report Abuse

Samsung is seeing a significant slump in sales. See https://www.bbc.com/news/business-64182874

The integrated circuit business goes boom-bust-boom-bust. In part, it is because setting up a production line is very expensive, but once the production line is set up, incremental production is relatively cheap.

I should think a bust is coming. I urge caution.

Posted by bang_miskin > 2023-01-06 15:55 | Report Abuse

Was RM25 a few months ago. Please wait for the next cycle :P

Posted by BarrettTeo > 2023-01-09 14:46 | Report Abuse

Yupe. Need to collect more if it drops to RM25 again...

Posted by PROFIT2020 > 2023-01-09 15:41 | Report Abuse

Revisit RM50?

Posted by investor2021trading > 2023-01-11 07:42 | Report Abuse

China's photonic based chips will overtake d global silicon base chips!

Posted by BarrettTeo > 2023-01-11 16:10 | Report Abuse

Nice speech from Powell yesterday. Most markets go up today

Posted by gooman > 2023-01-11 18:42 | Report Abuse

Global Funds Bolster China Forays as Market Outlook Brightens
Approvals accelerated near year end after Party congress
China’s policy shifts have lifted investor sentiment this year
https://www.bloomberg.com/news/articles/2023-01-11/global-funds-bolster-china-forays-as-market-outlook-brightens?leadSource=uverify%20wall

Posted by gooman > 2023-01-11 19:43 | Report Abuse

China has a $143bn semiconductor plan to beat US chip sanctions

Beijing is ready to pump cash into its chip industry to boost manufacturing capabilities and hit back against Washington's sanctions
https://flipboard.com/topic/beijing/-/a--A-rUisqQAOjCd86lsQTuw%3Aa%3A3553223609-%2F0?format=amp

Posted by BarrettTeo > 2023-01-13 15:31 | Report Abuse

Nvr mind. Still can enjoy CNY even though didn't buy much when it dropped RM25 there

Posted by gooman > 2023-01-16 09:31 | Report Abuse

Dazed and Exhausted Stock Buyers Can Finally Catch Their Breath
Options traders are pricing in smoother sailing than 2022
Cooler inflation, resilient economy drive second weekly gain
https://www.bloomberg.com/news/articles/2023-01-15/dazed-and-exhausted-stock-buyers-can-finally-catch-their-breath

Posted by quinriver > 2023-01-16 12:11 | Report Abuse

wolfspeed!

Posted by calvintaneng > 2023-01-16 13:11 |

Post removed.Why?

Posted by BarrettTeo > 2023-01-16 15:31 | Report Abuse

Tp a bit for CNY fund. Ty, MPI

Posted by gooman > 2023-01-16 15:37 | Report Abuse

Tech’s Slump Camouflages a Rally Sweeping Across Most of S&P 500
About three-quarters of SPX is trading 20% or more above lows
Broad rebound is masked by megacaps like Apple and Microsoft
https://www.bloomberg.com/news/articles/2023-01-14/tech-s-slump-camouflages-a-rally-sweeping-across-most-of-s-p-500?leadSource=uverify%20wall

Posted by gooman > 2023-01-17 11:41 | Report Abuse

China’s Better-Than-Expected GDP Fuels Hopes for Rebound
https://www.bloomberg.com/news/articles/2023-01-17/china-economic-growth-slows-less-than-forecast-as-recovery-seen#xj4y7vzkg

Posted by gooman > 2023-01-17 15:16 | Report Abuse

Goldman, UBS Join Bullish Bets on Global Assets as China Reopens
Chinese stocks, Thai baht and Asian equities have room to run
Oil and copper could rally further as Chinese demand returns
https://www.bloomberg.com/news/articles/2023-01-16/goldman-ubs-join-bullish-bets-on-global-assets-as-china-reopens?leadSource=uverify%20wall

Posted by gooman > 2023-01-17 23:13 | Report Abuse

Nvidia, AMD Could Surge After Taiwan Semiconductor's Update
http://www.baystreet.ca/stockstowatch/14467/Nvidia-AMD-Could-Surge-After-Taiwan-Semiconductors-Update14467

Posted by gooman > 2023-01-18 07:32 | Report Abuse

Here's What's Likely To Drive Semiconductor Stocks In 2023
https://www.investors.com/news/technology/semiconductor-stocks-what-is-ahead-in-2023/

Posted by BarrettTeo > 2023-01-18 15:30 | Report Abuse

Wait for US FOMC end of this month ba....If the rate hikes more than 25 bps, then there will have a reversal on Tech stocks

Posted by gooman > 2023-01-19 09:33 | Report Abuse

Fed’s Logan Indicates Support for Slower US Rate-Hike Pace
Favors keeping financial conditions restrictive as pace slows
Strong services inflation a symptom of an ‘overheated economy’
https://www.bloomberg.com/news/articles/2023-01-18/fed-s-logan-indicates-support-for-slower-us-rate-hike-pace

Posted by BarrettTeo > 2023-01-20 15:36 | Report Abuse

If got money sure chase high one de, pang72. Haha.
I will wait for the results of FOMC end of this month to average

Posted by speakup > 2023-01-20 15:37 | Report Abuse

https://www.thesundaily.my/local/engineer-loses-rm29-million-to-macau-scam-HH10530733
engineers soooo rich!

Posted by gooman > 2023-01-20 22:58 | Report Abuse

BofA Says Non-US Funds Shine as China Opening Fuels Capitulation
Investors added $12.7 billion to EM funds in a week: BofA

Investors are flocking to emerging market funds like never before, while European stocks have seen their first inflows in almost a year as optimism abounds around China’s reopening, Bank of America Corp. strategists said.
https://www.bloomberg.com/news/articles/2023-01-20/bofa-says-non-us-funds-shine-as-china-opening-fuels-capitulation?leadSource=uverify%20wall

Posted by gooman > 2023-01-21 08:14 | Report Abuse

Stocks Bounce Thanks to Tech Rally, Fed Comments: Markets Wrap
Policy pretty close to sufficiently restrictive: Fed’s Waller
https://www.bloomberg.com/news/articles/2023-01-19/asian-stocks-set-for-mixed-open-after-us-stumbles-markets-wrap#xj4y7vzkg

Posted by gooman > 2023-01-23 20:19 | Report Abuse

Taiwan Semiconductor Could Soar in 2023

Taiwan Semiconductor reported a strong outlook for 2023 in its most recent earnings call.
https://www.fool.com/investing/2023/01/22/taiwan-semiconductor-could-soar-in-2023/

Posted by gooman > 2023-01-23 23:33 | Report Abuse

Yellen Sees ‘Very Helpful Signs’ on US Inflation Front
Supply-chain problems have ‘significantly’ eased: Yellen
https://www.bloomberg.com/news/articles/2023-01-23/yellen-sees-very-helpful-signs-on-us-inflation-front

Posted by gooman > 2023-01-24 08:02 | Report Abuse

PHLX Semiconductor Index was up 5.01 percent yesterday.
https://www.marketwatch.com/investing/index/sox

Posted by Income > 2023-01-24 09:26 | Report Abuse

Good man, MPI makes me rugi, how to untung here???

Posted by gooman > 2023-01-24 19:50 | Report Abuse

Good News for Nvidia, AMD, and Qualcomm—Barclays Is Bullish on Chips Again

https://www.barrons.com/amp/articles/chips-semicondcutors-nvidia-amd-qualcomm-barclays-51674478427

Posted by Income > 2023-01-25 20:02 | Report Abuse

Thanks Pang Sir.

Musang only know how to AhMoiing . Really hentam AhMoing saja. Haiz

Posted by Income > 2023-01-25 20:03 | Report Abuse

Musang maybe your Rod will rot lah. Take care of your Rod?

Posted by BarrettTeo > 2023-01-26 18:05 | Report Abuse

So strong this MPI. Don't know will break SMA 30 or not tmr

Posted by gooman > 2023-01-27 11:17 | Report Abuse

The US Hasn’t Noticed That China-Made Cars Are Taking Over the World
The country is poised to become the No. 2 exporter of passenger vehicles, surpassing the US and South Korea and risking new tensions with trading partners and rivals.
https://www.bloomberg.com/news/articles/2023-01-26/how-china-is-quietly-dominating-the-global-car-market#xj4y7vzkg

Posted by BarrettTeo > 2023-01-27 12:34 | Report Abuse

@pang72. You call Powell and ask him to raise 75 bps for FED rate, then MPI possibly will drop to RM25. hehe

Posted by Income > 2023-01-27 16:37 | Report Abuse

Preparing to SELL. See first. The price CANTIK, then CAN SELL