Koon Yew Yin just posted an article on Greatec. It is interesting to know how he views Greatec. I m very sure all who hold Greatec shares close to their hearts see it differently.
To be honest, Vitrox is more overvalued than Greatec. The real value semiconductor company is MPI. Greatec you buy for the forecasted growth in the future. Pentamaster I personally don’t like their management and plans. So I choose Greatec
@wallstreetrookie @Mabel any other undervalued tech companies that you recommend? 20/10/2020 9:51 PM
Meow wallstreetrookie...
Mabel Selection for Technology Stocks: 4 Automation IR 4.0 Companies – Greatec, Penta, Elsoft and Serba Dinamik 1 E- Government – MyEG 1 E-Payment – Revenue 1 OSAT & Electronics manufacturing services – Inari (Component and Chips supplier to Apple USA)
I would recommend Serba Dinamik with specialization in O&G. Dato Karim of Serbadk Dinamik is pushing his well managed company to the next level. Industrial Revolution 4.0 is the way to go. Serba is doing downstream. Now diversifying into Tech sectors...Pretty safe investments and currently she's sitting on P1 in my collection of Fossil Fuel Battleships. I have confidence in Karim. 18 Consecutive QR Profits is very commendable feat for an O&G company...Trust me...
From TA Perspective, Serba is currently undervalue and a good buy only if it exceed above ST Resistance entry at RM 1.63 or Pullback entry at RM 1.57, which is now due to Brent Volatility.
Medium TP is RM 1.84
Here another view from Hong Leong Investment Bank Research - 14 Oct 2020
"Our top picks are Bumi Armada (TP: RM0.60, BUY) for its strong FPSO earnings and relative insulation from the volatility in oil prices and Serba (TP: RM2.50; BUY) for its strong recurring income from its O&M segment and large current orderbook backlog of RM18.5bn. We also like PCHEM (TP:RM6.50; BUY) as Petrochemical ASPs have increased due to delays and deferrals of impending petrochemical plant additions and improved demand of plastics from the healthcare sector"
As always, please also do your own diligent and homework before joining me.
@Jeju88 Mabel, are you into glove counters & what is your opinion. 21/10/2020 1:09 PM
Yes Jeju88. I'm into the Glove Fantastic 4 and also into Vaccine..
It's all in the family..
Top Glove is like the eldest son in the family, leader of the pack, responsible, and always brilliant..a good problem solver.
Hartalega, is like a young mother. Quiet, full of skills and talent, in fact, very unique and continue to perform when it matters. She inspires her 3 brothers
Kossan is like the confused child in the family, doesn't know what he wants in his life, need to coach, he needs a real good god father to guide him slowly.
Supermax, is the youngest, naughty, restless, annoying and irritating, but when he shows his brilliance and on fires, even his two elder big brother get scared..
Mabel loves them all
Today, Investors are taking profit on the vaccine news. But I believe is a short-term movement since the big four rubber glove counters, collectively, have gained some RM147.42 billion worth of market cap. This is equivalent to 36% of the total market cap increase from all the stocks listed on Bursa Malaysia.
Mabel Gloves Supermax and Kossan are expected to replace Genting Malaysia Bhd (GENM) and Genting Bhd (GENT). Both will join her brother Top Glove and Hartalega in KLCI
Mabel has done research and found that Technology & Healthcare Sectors are currently very strong.
@Mabel,for mi buyers, their opinion is mi prospect is better than greatech, uwc and jftech, even though the share price is cheap and slow trend. What is your opinion?
Mabel, Elsoft used to be quite a darling & not disappointed with it. However, Elsoft have been sleeping for a long time now, even thru out the MCO. A little disappointed with it now.
this KYY like to twist. On Feb he say do not go into glove stock and believe china will solve it. Now china solve it but he go into and earn big buck from it.
@Jeju88 Mabel, Elsoft used to be quite a darling & not disappointed with it. However, Elsoft have been sleeping for a long time now, even thru out the MCO. A little disappointed with it now. 22/10/2020 2:35 PM
Very true Jeju88..
Exposure in Elsolf is not much.. Still keeping it because its another IR 4.0 collection..
@richard kh wong @Mabel,for mi buyers, their opinion is mi prospect is better than greatech, uwc and jftech, even though the share price is cheap and slow trend. What is your opinion? 22/10/2020 10:35 AM
I haven't check on mi. Yet. I suppose I'm quite contented with the 7 collection I have right now..
Any stock that is off radar from the Sharks should be good. That's why I love Greatec..
@foongkitmun KYY say don’t buy wo...... 23/10/2020 11:56 AM
I don't usually follow Uncle KYY. When he sold his Dayang, I bought Dayang, when he sold his Supermax, I bought Supermax. Recently he followed Mabel buying Top Gloves. Now he is back at Supermax. Like him or hate him, I still admire for his courage. Sharing some of his tips ...
How to be an extraordinary investor? Koon Yew Yin
An extraordinary investor has the following qualities:
1 She must be intelligent with good business sense.
2 She must have a good foresight to be able to see ahead of other investors.
3 She must be able to control her emotion of fear.
4 She must be prepared to take some calculated risk.
5 She can make her own decision and not easily side-tracked.
6 She knows the basic share selection fundamentals.
Always choose something which is closed to your heart and you will be fine. Trust me.
If you look at the 5 Year Chart for the KLCI. When TDM took over as PM in May 2018 the KLCI stood at around the 1,800 level. Soon after the KLCI started to crash. Few stupid ideas like making the 3rd national car, fighting with our major trade partners like China and India, giving refuge to terrorist preachers etc all helped to kill investor confidence in our economy. By the time TDM resigned in February 2020 the KLCI had crashed to the 1,300 level.
TSMY took over the KLCI began almost immediately improving. TSMY took over in February 2020. The KLCI was at a low of around 1300. Under TSMY KLCI improved to reach a high of 1,600 by July/August. This is solid evidence that investor confidence crashed during TDM 22 months in power. It was beginning to come back again before this latest move by AI and some politicians who want to save their own neck.
Can't predict a TP just yet. Too much uncertainties. US election, if Trump loses mkt may be weak. Our Msian political scene also uncertain. Wait after 3 Nov.
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....
richard kh wong
295 posts
Posted by richard kh wong > 2020-10-20 17:11 | Report Abuse
Afternoon new high 8.43, closing price 8.08. XD