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15 comment(s). Last comment by thoughtsigum at Oct 21, 2019 7:55 AM
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billionn
577 posts

Posted by billionn > Oct 19, 2019 6:34 PM | Report Abuse

Saliva more than tea up or down? Be straight forward la


Goh Kim Hock
1054 posts

Posted by Goh Kim Hock > Oct 19, 2019 6:36 PM | Report Abuse

the problem with most Malaysian investors(ahem.. or should i say speculartors) dont really care about the players. they will just blindly put their money into some counters which actually they have no idea of. As long as they are categorized into "Technology" section.

As for the knowledgeable ones, this is the golden opportunity for them to distribute.


Fabien "The Efficient Capital Allocater"
1249 posts

Posted by Fabien "The Efficient Capital Allocater" > Oct 19, 2019 7:29 PM | Report Abuse

I am long on SKP Resources.

Prefer SKP over VS for 2 reasons
1) VS exposure to China
2) Divergence in valuation between these 2


Armada An Quantum Leap Stock In 2019/2020
12961 posts

Posted by Armada An Quantum Leap Stock In 2019/2020 > Oct 19, 2019 7:33 PM | Report Abuse

Both good la


Armada An Quantum Leap Stock In 2019/2020
12961 posts

Posted by Armada An Quantum Leap Stock In 2019/2020 > Oct 20, 2019 9:49 AM | Report Abuse

Actually i prefer Vsi
Vsi r&d has the motivation moving furtur with vsi direction.
Actually vsi never stop to capture more ip right even by merger or buying their stake abroad.

Ems need this ability and far sights to grow and beat grtting more complex and advanced tech. From most mnc clientele.


Patrick13
1863 posts

Posted by Patrick13 > Oct 20, 2019 10:05 AM | Report Abuse

Good article. Thanks for sharing.


UnicornP
2202 posts

Posted by UnicornP > Oct 20, 2019 10:14 AM | Report Abuse

It is a semicon run. So every semicon related stock must run be it washing the machine(Frontkn) or producing parts that build those machines(UWC).


UnicornP
2202 posts

Posted by UnicornP > Oct 20, 2019 10:17 AM | Report Abuse

Even those distant relatives of semicon like HDD must also run(Dufu, Notion). In conclusion, you can't beat the market. :)


Armada An Quantum Leap Stock In 2019/2020
12961 posts

Posted by Armada An Quantum Leap Stock In 2019/2020 > Oct 20, 2019 10:24 AM | Report Abuse

UnicorpP

Uwc never want to pull back, hard to get !


Armada An Quantum Leap Stock In 2019/2020
12961 posts

Posted by Armada An Quantum Leap Stock In 2019/2020 > Oct 20, 2019 10:26 AM | Report Abuse

What happen to jcy ?
Anything the management can do to reverse its embarrassing redults ?
While other data storage producer making profit.


UnicornP
2202 posts

Posted by UnicornP > Oct 20, 2019 10:29 AM | Report Abuse

VenFx, actually too many stocks are running now. But we must not be 'flower heart'. Just continue to stay loyal to your selected few.


UnicornP
2202 posts

Posted by UnicornP > Oct 20, 2019 10:32 AM | Report Abuse

You better Dufuing than JCYing.
-----------------------------------------
Stock: [DUFU]: DUFU TECHNOLOGY CORP BHD

Aug 22, 2019 11:16 PM | Report Abuse

Dufu definitely worth it.


Icon8888
18300 posts

Posted by Icon8888 > Oct 20, 2019 10:47 AM | Report Abuse

Big semicon wave that can last for many years

All counters can punt


Sslee
1928 posts

Posted by Sslee > Oct 20, 2019 10:47 AM | Report Abuse

How about EG with revenue of a billion but profit margin of about 1 %


thoughtsigum
12 posts

Posted by thoughtsigum > Oct 21, 2019 7:55 AM | Report Abuse

Thank you very much. It is a valuable reference. Well done!

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