*****
(US/CHN trade war doesn't matter) Philip
(US/CHN trade war doesn't matter)
.well, it does matter.
for quality companies not much.
There's the effect on company and there's the effect on share price......not same, so how?
Trade war...............aka as Trump the gangster meets Xi the strong.
China says they are prepared, Trump the gangster wants to pull the trigger.
Its a sure thing. The missiles launched.
everybody lose.....people got less money....pricings and valuation adjusted. ......company fundamentals do not change, pricings change.
what is worth $ 100 before suddenly worth $ 90 next.
got to recalibrate......come Friday.....tarif hike is a sure thing.
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Discussions
1 person likes this. Showing 22 of 22 comments
d by jackfruit > May 9, 2019 6:45 PM | Report Abuse
If tariff rise on friday
==========
no more if....its a sure thing.
2019-05-09 18:56
Some truth here. Tariff no tariff only drive China open up more and boost domestic demands. World cont. With further tariff, duck probably is 1 term president most likely... Farmers n investors will ditch him. Hopefully market discounted this already. Proceed with tariff, duck kills himself.
2019-05-09 19:13
Suddenly I felt with further tariff also good
The rest of the world benefits. China speed up the rest of the world investment. Lolx dreaming
2019-05-09 19:21
the gangster wants unilateral agreement with China....Xi wants to protect world multilateralism ...extending the same terms of trade to every country in the world.....Xi wants to develop his One Road One Belt.
Xi is actually protecting and helping Malaysia.........
2019-05-09 20:51
(US/CHN trade war doesn't matter) Philip
Why I say it doesn't matter, this is in terms of context of company fundamentals and share prices. Give you a simple example on one of your favorites, if you really like JAKS, the share price drop a lot ( the entire market drop a lot) is due to us/china sentiments. But if you believe the company is good you will know to wait until the quarterly results come out to make your decision.
This us/chn is only temporary and will not affect the business fundamentals of majority of your Malaysian bursa companies. Your oil is same price, your steel is same price. Your cement price. Your house cost the same. Your chicken rice cost the same.
Your share price dropping 10-20% without any earnings report? That is just a new discount Mr market gives you. If you have new funds, time to take advantage.
I know I have. Buying more PCHEM, GKent, YINSON, and probably buying more topglov and ql after reading the next quarterly report.
Again, us/chn trade war will not affect PCHEM, GKent, YINSON etc business at all.
Quarterly report out, perfect timing to spend my dividends and income on more discounted shares.
2019-05-10 07:22
(US/CHN trade war doesn't matter) Philip
This is your opinion. Any proof yet? Tell me when it happens.
>>>>>>>>
everybody lose.....people got less money....pricings and valuation adjusted. ......company fundamentals do not change, pricings change.
what is worth $ 100 before suddenly worth $ 90 next.
got to recalibrate......come Friday.....tarif hike is a sure thing.
2019-05-10 07:24
Dear all,
A trade war matter because it will cause global slowdown in trade, slowdown in investment, spending cut, production cut, lay-off, world recession and market crash. But the good thing is bad time won’t last or bad policy won’t last as people will come to their sense and make a U turn again. So keep some spare cash to buy some quality stocks at a bargain price.
Thank you
2019-05-10 07:53
Every crisis there will be opportunity
Keep some spare cash
Wait for chance to bargain hunt
Eventually things will turn around
Then can buy KFC
2019-05-10 08:18
(US/CHN trade war doesn't matter) Philip > May 10, 2019 7:24 AM | Report Abuse
This is your opinion. Any proof yet? Tell me when it happens.
=======
2 reasons for writing it......
1. to be first to write, missiles will be launched on Friday. No ifs and buts, No room for doubts.
2. there will be a re calibration. Fundamentals no change, prices can change.
what are prices after all but buyers and sellers.
what anybody wants to do....none of my business .........they say, every crisis got opportunities.
2019-05-10 09:43
first order effect global manufacturing get hit by tariffs. follows by second order effect, global services and financial activities contracts...economy slumps...stagnation
2019-05-10 10:43
Share market, got a lot of surprises, lots of true positives and true negatives....also got lots of false positives and false negatives.
Secret of success? Be happy be positive...worry for your self, no need to worry for others. Speak for yourself, no need to speak for others.
People who have no mind of their own have no business to be in this business anyway.
2019-05-10 12:58
People who claim to speak for others interest are merely using it as an excuse to Attack
Who will care about anonymous on internet ?
2019-05-10 13:19
How Trump can say 25% tariff on US 250 billion and Us325 billion imports can generate US100 billion or more is out of his mind, where there is no such imports from China anymore ..cannot rely on 2018 figures..
2019-05-10 13:47
Mad Dung,expected to do it>No body not concern even bother min wages more tha Usd17 per hour.Dont think others are not clever to built a better world.Better stop importing not stupid tarrifs as bargain.No issue lar!
2019-05-10 13:53
trade war........time to do some predictions.............
1. First anniversary of 509, KLCI still lower.........First anniversary of this thing , DJ will be substantially lower than today. KLCI is less certain....maybe short Wall Street long KLCI is a good trade.
2. No reversal from Trump......Trump is trapped into this war and he can only go forward, no reversal.
Next year election year slogan for him is ...only Trump can win the war with China....the softies from the other side will lose the war.
3. This thing will be drawn out until after the 2020 elections.
4. Fundamentally Malaysia will be ok....Wall Street will be in trouble.....The real question is will Wall Street trouble spill into Malaysia and by how much.
2019-05-11 00:47
and Shanghai Index? That is very very difficult to predict.....but the link between Shanghai Index and China economy is weak at best.................... and China government has a lot of tools.
2019-05-11 00:50
Confidence is still high in America and the economy is doing well so the next month may not see panic selling in America but still a slow death for DJ over next 12 months.
2019-05-11 00:57
DJ is being supported by tax cuts , strong economy and low interest rates, share buybacks and strong inflow of funds.....the likely scenario is a slow death.............
2019-05-11 01:01
so....DJ closed green last night?
commentators will guided by green or red closings..........but daily commentaries are worthless.
2019-05-11 13:01
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jackfruit
If tariff rise on friday you can silang on malaysia furniture stocks.
2019-05-09 18:45