@thequalityguy @Mabel, care to share your strategies? I too am a newbie 14/01/2020 9:16 AM
QualityGuy, I have been engaging with stock market about 20 years and that includes Nasdaq where I have invested in Technology Stocks. I decided to sell off everything prior to GE 14 as my safety measure . Came back in KLSE after GE 14 in 2018.
I’m a long-term investor. I started building my 4 Boutiques in parallel when I renter KLSE after GE14. As you know KLCI is down about 10 % since early this year. My average margin is a very healthy double digit. This means my selection has outperformed the KLCI..
Just to give you a flavor, here's my Business Plan for 2020 for my 4 Boutiques.
Plantation - I have invested in 10 Plantation Companies
Catalyst
Export revenue RM 67.6 billion (6.1% GDP) Feeding more than 3 billion people over 200 countries. B20 biodiesel for the transport sector by end-2020. Demand to increase palm oil by 500,000 tonnes per annum. Indonesia Petromina has mandated the use 3 million tons per annum
Digital Economy - I have invested in the following companies
Digital transformation will boost between US$100 billion to US$136 billion (RM412 billion to RM561 billion) to the country’s GDP by 2025. Game Changer includes 5G, NFCP, High Speed Internet, Automation, IR 4.0, Artificial intelligence, IOT, E Banking, E Commerce and Electronic Finance
Oil & Gas – I have invested in 11 Energy Companies.
Catalyst 20% of government revenue in 2020 50 Billion Petronas Capex Each US$1 per barrel increase in oil prices brings the Treasury RM300 million in revenue per year.
Visit Malaysia Year - I have invested in the following companies
Mabel Airlines (2) Mabel Automobiles (2) Mabel Real Estates (7) Mabel Properties (7) Mabel Steels (3) Mabel Construction (7)
Catalyst
30 million tourist arrivals for VM2020 with RM100 billion revenue Medical tourism generates RM1.5 Billion revenue 78.2 million domestic tourists, Malaysian spend RM60.4 billion. ECRL and HSR total project cost of RM44 billion and 45 billion Bandar Malaysia’s revival with GDV at RM200 billion Pulau Carey, the Serendah-Port Klang Rail Bypass and the Klang Logistics Corridor at RM 500 million Johor Bahru-Singapore Rapid Transit System Link project, RM3.16 billion Kiara Bay, with a total gross development value (GDV) of RM15bil.
Currently performance in term of margin:
P1 - Plantation P2 - Oil & Gas P3 - Digital Economy P4 - Visit Malaysia Year 2020
It’s just like an F1 Race between Mercedes Benz, Ferrari, Red Bulls and Maclaren. At this moment I'm feeling really upbeat about 2020.
Petronas allocates 5% of its capex for renewable energy which is solar & wind.
Oil prices remain heavy on oversupply concerns and after the Saudi Energy Minister did not offer any hints of optimism that the OPEC+ production cuts would be extended beyond March.
China’s coronavirus will likely see travel restrictions that could end up hurting demand for crude during a peak travel time in China.
Oil dropped to its lowest level since October on Monday, as fears over a potential slowdown in crude demand, sparked by the coronavirus outbreak, continued to pressure prices.
U.S. West Texas Intermediate crude fell 2.3%, or $1.26, to $52.93, putting it on pace for its fifth straight session of losses. At its low, WTI dipped more than 3% to hit $52.13, a price not seen since Oct. 10.
International benchmark Brent crude fell 2.5%, or $1.53, to $59.16. It’s also coming off its third straight week of losses, and its worst week since Dec. 2018.
lockdown in wuhan will be over by 10Feb latest (14 days). Newly infected will be quarantined. If we see 3-4days where the numbers of infection remain constant, it means peaking-----Anyway, every year, my China workers take about 14 days annual leave to return after cny so economically as a whole it doesn't after my factory production very much. But psychological scars run very Deep
LGE was talking about nCoV stimulus 2 days ago, i think cutting BLR to 2.5% more likely. A highly leverage Co. like Velesto, any drop in BLR will support better Qr results
U.S. West Texas Intermediate fell 2.8%, or $1.45 per barrel, to settle at $50.11 per barrel. Earlier in the session, WTI fell more than 3% to $49.92, its lowest level since Jan. 2019.
International benchmark Brent crude dropped 3.9%, or $2.21, to $54.41 and hit its lowest level since Jan. 3, 2019.
5G must changed Handphone. Where ppl got money to buy new handphone in 2020?? Everybody eating yesterday paycheck, today pay day, boss said next 2 weeks
Crude price is well known with inconsistent volatility trend all this while depending on many factors likely crude world reserve in and out, geopolitics, demands, etc. So earnings of upstream operator may affected by sentiments not necessarily fact based. Accordingly inducing trending for the related stakes
next week explosive up. Mahathir confirmed Retired after Apec. Oil already up 83c. LGE will remain as Finance Minister until Ge15. New Contract announcement before 4Q19 results?
Diamond preserved it's glitter even years in the muds. Queue at both sell and buy concurrently. Ride together with big guy seller and buyer Strikes both at the same day, make you laugh all night long.
Empress Velesto will at peace today as most IDSS is focusing at my Royal Fortune ICON. Today it climbs more than 100%. It's already 48 sen..more than my Black Pearl Armada and of course my Empress Velesto
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....
Kopimilo
746 posts
Posted by Kopimilo > 2020-01-19 03:36 | Report Abuse
Bye bye perisai. Perisai loyalist will hang out here. Price going north