THE INVESTMENT APPROACH OF CALVIN TAN
TECH STOCKS ROUT IN HONG KONG; NASDAQ WEAK; BETTER DON'T CHASE TECH STOCKS NOW IN DANGER OF GOING DOWN MORE
calvintaneng
Publish date: Tue, 17 Aug 2021, 09:37 PM
calvintaneng
0 1,792
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
See this
Hong Kong stocks sink as Beijing tightens anti-competition rules on tech companies and US cautions investors on China bets
- Tencent, Alibaba, Meituan slumped as tech rout in Hong Kong deepens, sending the Hang Seng Index to its biggest drop since July 27
- SEC chair Gensler warned investors about investing in US-listed Chinese stocks while seeking better disclosure on regulatory risks
- Hong Kong and mainland China tumbled by the most in three weeks after Beijing tightened its grip on technology companies with new draft rules banning unfair competition, and the US securities market watchdog cautioned investors about buying Chinese companies listed in the US.
As a result of TECH selling down in China shares listed in Hong Kong & the US - the Nasdaq also weak
See
DOW |
35,625.40 | -256.48 | -0.72% |
S&P 500 |
4,479.71 | -28.48 | -0.64% |
NASDAQ |
14,793.76 | -29.14 | -0.20% |
US STOCK FUTURES
DOW FUTURES
-225.00-0.63%
- Level35,309.00
- Fair Value35,542.15
- Implied Open-233.15
S&P 500 FUTURES
-26.50-0.59%
- Level4,447.50
- Fair Value4,474.49
- Implied Open-26.99
NASDAQ FUTURES
-111.00-0.73%
- Level15,023.00
- Fair Value15,133.71
- Implied Open-110.71
of all 3 Nasdaq Tech stocks the Weakest
See Bursa
|
Stock
|
Open
|
Range
|
Last
|
Change
|
Change (%)
|
Volume
|
|---|---|---|---|---|---|---|
| SAM | 13.90 | 12.52 - 13.96 | 12.74 | -0.96 | 7.01% | 1,268,500 |
| DLADY | 32.40 | 32.02 - 32.40 | 32.02 | -0.40 | 1.23% | 15,100 |
| KESM | 12.60 | 12.22 - 12.60 | 12.22 | -0.38 | 3.02% | 9,900 |
| GENETEC | 26.68 | 26.22 - 26.98 | 26.42 | -0.26 | 0.97% | 188,300 |
| BKAWAN | 19.86 | 19.86 - 19.86 | 19.86 | -0.22 | 1.10% | 200 |
| PECCA | 3.07 | 2.84 - 3.10 | 2.87 | -0.22 | 7.12% | 1,593,600 |
| FANG-2XL | 14.60 | 14.60 - 14.60 | 14.60 | -0.20 | 1.35% | 1,700 |
| RVIEW | 2.99 | 2.90 - 2.99 | 2.90 | -0.18 | 5.84% | 7,100 |
| HEIM | 22.56 | 22.24 - 22.60 | 22.24 | -0.14 | 0.63% | 9,300 |
| ADVPKG | 2.65 | 2.65 - 2.68 | 2.68 | -0.12 | 4.29% | 6,300 |
| UWC | 5.73 | 5.59 - 5.75 | 5.60 | -0.12 | 2.10% | 1,001,000 |
| FRONTKN | 3.30 | 3.18 - 3.30 | 3.19 | -0.11 | 3.33% | 4,577,100 |
| UNISEM | 8.65 | 8.51 - 8.72 | 8.54 | -0.11 | 1.27% | 1,045,200 |
| IGBB-PB | 2.30 | 2.30 - 2.30 | 2.30 | -0.10 | 4.17% | 1,000 |
| KOBAY | 5.09 | 4.95 - 5.27 | 4.99 | -0.10 | 1.96% | 5,820,500 |
| CHINAETF-MYR | 7.00 | 6.85 - 7.00 | 6.94 | -0.09 | 1.28% | 35,800 |
| KSENG | 3.40 | 3.39 - 3.41 | 3.40 | -0.09 | 2.58% | 78,500 |
| SHL | 1.96 | 1.95 - 2.00 | 1.95 | -0.09 | 4.41% | 14,000 |
| ALLIANZ-PA | 12.72 | 12.72 - 12.88 | 12.88 | -0.08 | 0.62% | 600 |
| HSI-CI1 | 0.625 | 0.515 - 0.625 | 0.53 | -0.08 | 13.11% | 412,000 |
| KLK | 19.50 | 19.46 - 19.72 | 19.50 | -0.08 | 0.41% | 732,600 |
| MANULFE | 2.15 | 2.15 - 2.15 | 2.15 | -0.08 | 3.59% | 2,500 |
| PARAGON | 1.37 | 1.30 - 1.37 | 1.30 | -0.08 | 5.80% | 40,300 |
| PTARAS | 2.45 | 2.45 - 2.45 | 2.45 | -0.08 | 3.16% | 10,000 |
| SCIENTX-WC | 1.16 | 1.16 - 1.18 | 1.18 | -0.08 | 6.35% | 8,100 |
| BURSA | 7.46 | 7.31 - 7.46 | 7.35 | -0.07 | 0.94% | 2,294,200 |
| HSI-CI2 | 0.99 | 0.905 - 0.99 | 0.92 | -0.07 | 7.07% | 21,000 |
| TAKAFUL | 4.24 | 4.17 - 4.24 | 4.18 | -0.07 | 1.65% | 1,183,700 |
| A50CHIN-C80 | 0.255 | 0.255 - 0.255 | 0.255 | -0.065 | 20.31% | 11,500 |
| INARI | 3.52 | 3.44 - 3.56 | 3.46 | -0.06 | 1.70% | 7,466,10 |
AND WHO SELLIING
SEE INARI
| DATO' SRI THONG KOK KHEE | 12-Aug-2021 | Disposed | 1,060,000 | - |
 |
| DATO' SRI THONG KOK KHEE | 11-Aug-2021 | Disposed | 1,250,000 | - |
|
| MR FOO KOK SIEW | 05-Jul-2021 | Disposed | 80,000 | 3.200 |
|
| MR FOO KOK SIEW | 14-Jun-2021 | Disposed | 160,000 | 3.157 |
|
| MR OH SEONG LYE | 05-May-2021 | Disposed | 216,000 | - |
|
| MR FOO KOK SIEW | 22-Apr-2021 | Others | 240,000 | 1.721 |
GREATEC
|
Name
|
Details of Changes |
View
|
|||
|---|---|---|---|---|---|
|
Date
|
Type
|
No. of Shares
|
Price
|
||
| DATO' TAN ENG KEE | 16-Aug-2021 | Disposed | 1,898,800 | - |
|
| DATO' TAN ENG KEE | 13-Aug-2021 | Disposed | 16,638,900 | - |
|
| DATO' TAN ENG KEE | 12-Aug-2021 | Disposed | 4,588,100 | - |
|
| DATO' TAN ENG KEE | 12-Aug-2021 | Disposed | 4,000,000 | - |
|
| MR KHOR LEAN HENG | 12-Aug-2021 | Disposed | 150,000 | 7.508 |
|
| MR TAN ENG KEE | 17-Jun-2021 | Acquired | 8,200 | 5.600 | |
MI TECHNOVATION
Insider - Director
Hints :
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SAM ENGINEERING
| DATO SERI WONG SIEW HAI | 07-Jul-2020 | Disposed | 800 | 8.020 |
|
| MR GOH WEE KENG | 06-Jul-2020 | Disposed | 300,000 | 8.134 |
|
| DATO' WONG SIEW HAI | 06-Jan-2017 | Others | 200 | 5.700 |
GENETEC
| MADAM ONG PHOE BE | 11-Aug-2021 | Disposed | 5,000 | 28.130 |
|
| MR TEH KIM SENG | 23-Jun-2021 | Disposed | 100,000 | 6.000 |
|
| MR TAN MOON TEIK | 24-Feb-2021 | Acquired | 40,000 | 5.613 |
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
AFTER BPLANT TAKEN PRIVATE BY LTAT WE FINALLY SEE ITS REAL VALUE, Calvin Tan
Created by calvintaneng | Apr 27, 2024
Rimbunan Sawit to beef up crop production and yield, By JACK WONG (Calvin Tan comments)
Created by calvintaneng | Apr 06, 2024
Discussions
Be the first to like this. Showing 50 of 56 comments
cbkia4896
I did not mention palm oil in this warning of Tech sell down
Of course we should know and decide for ourselves what is best
2021-08-17 23:50
See as expected
Currently
Dow dropped less than 1%
But Nasdaq tech dropped by more than 1%
So the higher it goes up now the lower it will fall down again
2021-08-17 23:53
When Nasdaq is falling, everybody throws away no tomorrow. Joke to say investing technology companies in long term... Moat become mold.
2021-08-18 07:32
Yes, I remember year 2000 the dot com bubble craze
2 entities did not participate were
Warren Buffet
he did not join the craze and his shareholders questioned him. Later the Dot.com bubble bursted
Australia
many country stocks surged except Australia then
Eventually when the Dot.Com collapsed Australia was safe
So the Covid 19 pushed many off-line to on-line to over-blown value
All these will unwind
Those chased at the Peak will be left stranded
2021-08-18 08:20
Boom and burst is a nature cycle in the stock market and no exceptional in Technology sector .
2021-08-18 10:14
Smart money buy pessimism when there is value
Dumb money chase euphoria when things too expensive and little value left
2021-08-18 10:15
Bursa technology companies valuation have flied to sky-high. World no 1 in high PER valuation.
2021-08-18 10:21
pang72
Time to stop chasing hot air bubble stocks
go buy palm oil shares for safety
2021-08-18 11:53
Calvin
Palm oil is not in my list and other.
That is the reason you holding for year but not seeing any profit!!
2021-08-18 12:01
Forget about palm oil, Calvintaneng. Take it from someone who has been in the industry since 1990.
2021-08-18 12:04
those who believe in tech can go buy tech
whoso happy ride hot air balloon stocks continue to do so
as for Calvin and friends we happily hold palm oil shares for a year or two no problem
2021-08-18 12:14
What would happen to the value when everyone knows technology is the future? Will it remain valuable in short and mid term?
2021-08-18 12:34
pang72 ....... Time to stop...
18/08/2021 11:44 AM
Yes Pang72
I warned you stop chasing Green packet at Rm1.60
Got listen or not?
See Gpacket crashed https://klse.i3investor.com/servlets/stk/0082.jsp
2021-08-18 12:43
We are merely few small potatoes and unable to shake Technology sector but Nasdaq correction otw.
2021-08-18 13:55
Plenty of hot money remains in Bursa technology sector. Market cap exceeds RM 100 billion. Wait..
2021-08-18 14:04
Tech/ Semicon is the future... more and more things require chips/ tech and it will be more in demand than ever... Needless to say 5g / 6g will induce further updates of chips/ tech... Hence it will be great growth industry for at least 3 -4 years.
Only IGNORANT person and someone WITHOUT forward looking mindset would encourage others not buy tech stocks.
Tech stock is a MUST to hold if you want to ride on the future tech trend. Any correction is an opportunity to collect some..
2021-08-18 14:15
Yes ah
Now got shortfall
Later got glut
Every one rushed to make gloves when gloves were hot
Later more will rush into making Tech products likewise
2021-08-18 14:17
Bursa Malaysia's OSAT & ATE & EMS players valuation.
OSAT (PER)
Gtronic - 27x
Inari -35x
MPI - 35x
Unisem - 33x
ATE (PER)
Aemulus - 82x
MI - 50x
Penta - 55x
QES - 52x
VIS - 35x
Vitrox - 63x
EMS (PER)
Ataims - 21x
EG - 31x
PIE - 18x
SKpres - 22x
VS - 22x
HDD (PER)
Dufu - 35x
LED (PER)
D&O - 108x
JHM - 48x
Hybrid
Greatec - 66x
Kobay -64x
SAM - 31x
UWC - 70x
Global OSAT & ATE & EMS players valuation.
OSAT (PER)
ASE 15x
Amkor 14x
ATE (PER)
Teradyne 23x
Advantest 23x
Chroma 19x
EMS (PER)
Foxconn - PER 17x
Wistron - PER 8x
Jabil - PER 16x
Posted by treasurehunt > Aug 16, 2021 5:31 PM
2021-08-18 14:19
Global chip shortage may last until 2023, says Infineon CEO
Author: Tan KW | Publish date: Tue, 17 Aug 2021, 10:37 AM
FRANKFURT: The global chip shortage that’s hampering companies from carmakers to computer manufacturers may linger for years, according to Germany’s biggest semiconductor company, Infineon Technologies AG.
The scarcity “may stretch into 2023” in areas where capacity expansion is slow to catch up with consumer demand, Reinhard Ploss, chief executive officer of Infineon, said in an interview with Frankfurter Allgemeine Zeitung.
“Building new facilities and clean rooms in which the silicon wafers are processed into chips can take two to two and a half years; upgrading existing facilities three quarters to one year,” he said.
The chip crunch this year is hurting production at companies from Tesla Inc to Apple Inc and Microsoft Corp.
The amount of time it’s taking for manufacturers to get orders filled stretched to more than 20 weeks in July, worsening from the previous month, research by Susquehanna Financial Group showed.
Increased work-from-home needs and the catch-up effect in the automotive industry following pandemic-fuelled delays have become major drivers for the chip industry, according to Ploss. He also cited faster adoption of electric cars and growing demand for renewable energy among factors contributing to the shortage.
Among European companies affected is Volvo Car AB.
Its plant in Ghent, Belgium plant won’t run for three days next week due to chip shortages with some 5,000 workers being temporarily unemployed, the De Tijd newspaper reported, citing a company spokesperson.
The plant had shut for five days in the first half for similar reasons.
Ploss called for more efforts in Europe to reduce the continent’s dependence on foreign exporters in the semiconductor business.
He’s “open” to cooperating with other companies as long as it fits Infineon’s business strategy, he said.
2021-08-18 14:21
Its a waste of time listening to someone who's ignorant and just out there shouting fire fire... when there isn't one...
Tech/ Semicon has high entry barrier unlike gloves where any tom dick and harry can go into gloves...
You can tell how much an investor don't know about what they are talking about when they post a comment..
2021-08-18 14:23
PALM OIL STILL CHEAPEST
SIMEDARBY PLANT PER 10.88
MHC PLANT LESS THAN 5 PER
RIVERVIEW LESS THAN 7 PER
AND PALM OIL PEAK EARNINGS SEASON STILL COMING AHEAD FOR MANY MORE QUARTERS AS LONG AS CPO ABOVE RR3300 A TON (CURRENTLY RM4500 )
2021-08-18 14:23
OSAT & EMS players are merely subcon in layman terms.
TSMC output will be hitting max 3rd Qtr 2021. No room for adding new capacity over the next 2 years.
Revenue 'million
30 Jun 21 - TWD 13,289
31 Mar 21 - TWD 12,919
31 Dec 20 - TWD 12.676
30 Sep 20 - TWD 12,138
30 Jun 20 - TWD 10,385
TSMC is the price setter of semiconductor chips and the market offers merely PER 30x. The company will keep growing in next 2 years as they can simply increase prices of the products. TSMC, Samsung and Intel had their plans for the new chips factory. Unfortunately, the new capacity will only be ready after 30 months.
In the absent of new chips capacity, how on earth our Bursa OSAT, ATE and EMS to grow the business in year 2022 and 2023?
2021-08-18 14:25
High barrier ??
There are more intelligent people in USA, China, Japan, Korea, Taiwan & even Singapore
HK/China in tech Slump
Korea tech also slumping
Nasdaq also weakening
Better wake up
https://www.marketwatch.com/story/how-chinas-stock-market-meltdown-puts-u-s-investors-at-risk-11627383978
2021-08-18 14:28
For Ignorant investors, first semicon players are expanding their capacity with more Capex (if you dont read news at all) secondly max capacity means good profit... Duh...
2021-08-18 14:28
DO NOT BUY PALM OIL STOCKS!
TODAY THE STAR NEWSPAPER
CPO LIKELY TO SEE PRICE CORRECTION BY YEAR END
International vegetable oils expert Thomas Mielke expects crude palm oil (CPO) to undergo a price correction of between 15% and 20% by the end of the year.
Mielke, who is executive director of ISTA Mielke GmBH (Oil World), said CPO price could weaken by end-December and will continue to see more weakness in the first half of 2022.
2021-08-18 14:30
A serious semiconductor investor would talk about moats of the prominent players in the industry rather than living in the world of Bursa ie ASML, TSMC, Lam Research, ADI, Nvidia, Broadcom...
2021-08-18 14:31
Haha
We are not talking about the use or capacity
We are talking about OVERVALUATION & BUBBLE
No matter how good NEVER OVERPAY
2021-08-18 14:31
Soh hai... read my statement.... i'm saying to collect if any correction
Real soh hai..
2021-08-18 14:33
Posted by INVEST_AA > Aug 18, 2021 2:32 PM | Report Abuse
BTW treasurehunt = calvintaneng
A DEFINITE NO!!
Calvintaneng has only one ID
Get it straight!
2021-08-18 14:33
Correction?
Let it fall by half then consider ok
Now stay away or go into the safety of palm oil
2021-08-18 14:34
DONT BUY PALM OIL
CPO LIKELY TO SEE PRICE CORRECTION BY YEAR END
International vegetable oils expert Thomas Mielke expects crude palm oil (CPO) to undergo a price correction of between 15% and 20% by the end of the year.
Mielke, who is executive director of ISTA Mielke GmBH (Oil World), said CPO price could weaken by end-December and will continue to see more weakness in the first half of 2022.
t
TheStar 18/8/21
2021-08-18 14:35
Who say Palm OIl will weaken?
Phillips 66 Refinery Up will
CREATE HUGE DEMAND FOR BIODISEL
Not enough
PALM OIL IN TANDEM WITH SOYBEAN PRICES WILL REMAIN ELEVATED
All the "experts" will be proven wrong just as they said Cpo will crash to Rm2600 by Mid 2021
FCPO still Rm4500???
See
https://investor.phillips66.com/financial-information/news-releases/news-release-details/2020/Phillips-66-Plans-to-Transform-San-Francisco-Refinery-into-Worlds-Largest-Renewable-Fuels-Plant/default.aspx
2021-08-18 14:39
Another reason Palm Oil will not correct is
WORLD WIDE DROUGHT & FAMINE
See
https://droughtmonitor.unl.edu/
2021-08-18 14:41
Men will run to Palm OIl as Biodisel
Climate change is real
Buy Palm oil shares or Kpower also good
Must see this video
https://www.google.com/search?q=fry+egg+on+road+youtube&oq=fry+egg+on+road+youtube&aqs=chrome..69i57j33i22i29i30.21384j0j4&sourceid=chrome&ie=UTF-8#kpvalbx=_3ascYfm9FPTZz7sPjYaQmAY15
2021-08-18 14:44
Updated Bursa Malaysia's OSAT & ATE & EMS players valuation in PER.
OSAT (PER)
Gtronic - 26x
Inari -35x
MPI - 33x
Unisem - 32x
ATE (PER)
Aemulus - 76x
MI - 46x
Penta - 52x
QES - 42x
VIS - 32x
Vitrox - 61x
EMS (PER)
Ataims - 20x
EG - 30x
PIE - 18x
SKpres - 18.5x
VS - 21x
HDD (PER)
Dufu - 35x
LED (PER)
D&O - 77x
JHM - 45x
Hybrid
Greatec - 62x
Kobay -66x
SAM - 31x
UWC - 66x
Global OSAT & ATE & EMS players valuation.
OSAT (PER)
ASE 15.6x
Amkor 14.5x
ATE (PER)
Teradyne 24x
Advantest 24x
Chroma 19x
EMS (PER)
Foxconn 18x
Wistron 8x
Jabil 16x
HDD (PER)
Seagate - 15.5x
Western Digital 24x
2021-09-01 20:53
Post a Comment
Featured Posts
Apps
Top Articles
1
3
save malaysia!
4
RHB Investment Research Reports
5
BFM Podcast
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
MQ Trading Signals
Stock
Time
Signal
Duration
No trading signals available.
Stock
Time
Signal
Duration
No trading signals available.
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
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....
cbkia4896
i think he just want people in palm oil stocks la, thats why shout SO LOUD IN LARGE CAPS.
2021-08-17 23:43