GlobalEquity

GlobalEquity | Joined since 2024-07-05

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Stock

2 weeks ago | Report Abuse

*** Exit Bursa! Dead water!
*** Enter Hang Seng (for the 2nd Wave)!

Stock

2 weeks ago | Report Abuse


*** "You leave the dollar, you’re not doing business with the United States, because we’re going to put 100% tariff on your goods"!
*** That's from Trump and he is leading.
*** Malaysia is in BRICS! (SWIFT is out)!
*** All traders are positioning for US election.
*** Whoever wins, get ready for the roller coaster!

***

Stock

3 weeks ago | Report Abuse


*** All regional traders "off" for holidays till US election!
*** Now is the waiting game.

Stock

4 weeks ago | Report Abuse


*** Exit of funds for Hong Kong and China stock markets
*** Redistribution of equity investments to more lucrative markets

Stock

1 month ago | Report Abuse

Dividends should be due.

Stock

1 month ago | Report Abuse


*** Bursa Theatre is Empty!
*** All have "Enter The Dragon"!
*** Dow is just "hanging there", very dangerous!
*** This Friday critical Job Report, recession soon or not, Mother of All Crash is ticking!

Stock

1 month ago | Report Abuse


*** Fund Managers are "panic" now!
*** Exit Bursa!
*** Enter Hang Seng !

Stock

1 month ago | Report Abuse

*** "Bad" news for Bursa!
*** Tides have turned: It's a sin not to pivot to Hang Seng!
*** China unleashed hundreds of billions in stimulus packages, and more to come !
*** Chance of a lifetime!

Stock

1 month ago | Report Abuse


*** "Bad" news for Bursa!
*** Tides have turned: It's a sin not to pivot to Hang Seng!
*** China unleashed hundreds of billions in stimulus packages, and more to come !
*** Chance of a lifetime!

Stock

1 month ago | Report Abuse


*** "Bad" news for Bursa!
*** Tides have turned: It's a sin not to pivot to Hang Seng!
*** China unleashed hundreds of billions in stimulus packages, and more to come !
*** Chance of a lifetime!

Stock

1 month ago | Report Abuse


*** The Haunt of Unsettled Alleged Scandal!
*** Lingering recession fear in US!
*** All eyes on how much 50 bps can do, is it too late!
*** Historically, very dangerous (not immediately) after rate cuts.

Stock

1 month ago | Report Abuse


*** "Blitzkrieg"!
*** You got to be very fast in Glove arena.
*** Get burnt easily if dragging longer than necessary!

Stock

1 month ago | Report Abuse


*** Too volatile & swinging.
*** No strong leads.

Stock

1 month ago | Report Abuse


*** All look well.
*** Timely announcement: E&Y.
*** Improving biz trends.
*** Should be hot upon PN17 exit!

Stock

1 month ago | Report Abuse


*** Closing at 0.38 should be no problem today

Stock

1 month ago | Report Abuse

*** But beware of the Risks!
*** US recession risk is the looming monster, can get loose anytime!
*** US national debt of 35.4 trillions is ticking timebomb! Interest is larger than national defence budget!
*** A misfiring in South China Sea or Taiwan Strait !
*** NATO (anytime) entered Ukraine War => WWIII !

Stock

1 month ago | Report Abuse


*** But beware of the Risks!
*** US recession risk is the looming monster, can get loose anytime!
*** US national debt of 35.4 trillions is ticking timebomb! Interest is larger than national defence budget!
*** A misfiring in South China Sea or Taiwan Strait !
*** NATO (anytime) entered Ukraine War => WWIII !

Stock

1 month ago | Report Abuse


*** But beware of the Risks!
*** US recession risk is the looming monster, can get loose anytime!
*** US national debt of 35.4 trillions is ticking timebomb! Interest is larger than national defence budget!
*** A misfiring in South China Sea or Taiwan Strait !
*** NATO (anytime) entered Ukraine War => WWIII !

Stock

1 month ago | Report Abuse


*** Bursa frenzies soon...

*** US funds set to outflow to emerging markets as in Malaysia

*** Exciting times brewing ...

Stock

1 month ago | Report Abuse


*** Bursa frenzies soon...

*** US funds set to outflow to emerging markets as in Malaysia

*** Exciting times brewing ...

Stock

1 month ago | Report Abuse


*** Bursa frenzies soon...

*** US funds set to outflow to emerging markets as in Malaysia

*** Exciting times brewing ...

Stock

1 month ago | Report Abuse


*** "Fed fires up"!
*** "S&P pops"!
*** Tomorrow Boom Boom Boom!

Stock

1 month ago | Report Abuse


*** "Fed fires up"!
*** "S&P pops"!
*** Tomorrow Boom Boom Boom!

Stock

1 month ago | Report Abuse


*** No worries for FIVE years!

Stock

1 month ago | Report Abuse

*** US soft landing expected this Thursday with rate cut

*** BOJ (Bank of Japan) to remain rate this Friday to avoid another July crash

Let's hope to see more actions in Bursa in coming days...

Stock

1 month ago | Report Abuse


*** US expected soft landing this Thursday with rate cut

*** BOJ (Bank of Japan) to remain rate this Friday to avoid another July crash

Let's hope to see more actions in Bursa in coming days...

Stock
Stock

1 month ago | Report Abuse


No momentum!

Losing steam!

Faked breakout!

Stock

1 month ago | Report Abuse


Dangerous trap!

You don't see steady queues of a million shares Buy yet!

Some Funds just take the risk!

Better be safe than sorry later.

Stock

1 month ago | Report Abuse


Very deep water !

Even the stocked has been sold down for many days, still no one no big funds dare to "buy the dip", that shows MACC's investigation is scaring the hell out of big boys!

No one knows, what bombshells will drop anytime.

So, hold tight.

Stock

1 month ago | Report Abuse


Two more trading days!

Expect some breaking news this Friday!

Hope there is investigation update or company Press Statements.

Absolutely very risky to dip your toes in the water now!

Stock

1 month ago | Report Abuse


Hoard your cash!

Wait for the moment!

Seize the moment of crash or mini crash!

Now, just sip your coffee and enjoy the events around MACC, FED RATE CUT & RECESSION SEVERITY, US ELECTION.

Consensus won't lie, Gold (safe assets) is all time high.

Stock

1 month ago | Report Abuse

Safer to wait and watch the FEDs Meetings on 17-18 SEP...

No one is expecting any good out of it.

I think traders are waiting and watching closely the timing of MACC update (guilty or not) and Fed's meetings together.

Counter may suffer DOULBE blows if both outcome from MACC and Fed's are bad.

Stock

2 months ago | Report Abuse


The power of words!

From:
MACC's "collected documents"
MACC'c "probe" to
MACC'c "investigation" now

How many millions already wiped out!

And the story is just getting started!

Tough days for the stock price ahead!

Stock

2 months ago | Report Abuse

Waduiii...

With this type of news (very bad for a listed company and its stock price, whether true or false!) and the sea of red in US, no eye see on Monday!

Stock

2 months ago | Report Abuse


Wiped out all gains, half a year ago since March 4, 2024 (RM2.50)!

That's why some said, it's not your money yet until it becomes cash in your bank!

Malaysia Bursa is really an interesting arena, full of dangers, full of traps and full of opportunities!

You are the winner if you can consistently nail it !

Stock

2 months ago | Report Abuse

Another 7.8% drop to RM2.49, unbelievable!

Many are sitting on huge paper losses!

So many negative and sensitive words circulated here.

Someone from top management must clarify the rumours and negatives news.

This is another "mini" Black Swan event!

Will tomorrow be better or worse?

Let's see...

Stock

2 months ago | Report Abuse

RM0.60 !

When all hell breaks loose in US market on 17th September (Fed Meeting), no one knows how low it can go!

One thing for sure, the counter will be shorted like no business!

Fed is having the biggest headache:
A. To cut rate, US dollar will collapse further. US dollar certain outflow to emerging markets.

B. Cut just a little rate say 25 basis points instead of 50 or more, you can't contain a recession.

C. No rate cut (delayed):
All indexes crash like hell.

September 2024 going to be biggest dilemma for Fed and US markets.

May be WWIII starts, everything can talk later including 35 trillions debts.

Stock

2 months ago | Report Abuse

Another 10% down to RM2.70, unbelievable!

Wiped out gains since five months ago!

The amount of RM2.7 billions is just too big to ignore!

MACC is no nonsense nowadays!

More exciting news ahead!


Stock

2 months ago | Report Abuse

The investigation amount "False details on claims" of RM2.7 billions is a huge amount!

We can't be sure there will not be further bombshells!


Stock

2 months ago | Report Abuse

Safer to be light or stay sideline for now!

US recession (and unemployment data) is the biggest worry as The Sahm Rule has been accurate and NEVER failed:

"Since 1970, the Sahm Rule has coincided with every recession without failure".

We may be seeing the biggest crash brewing since 2008! Very scary indeed! But also good opportunity, right?

Much to think why Warren Buffet offloaded Apple shares and horded 277 billions cash!

Stock

2 months ago | Report Abuse

No hope of recovery until the boycott on Starbucks is lifted!

Huge losses suffered by BJFood!

Wait for good news from Gaza!

Stock

2 months ago | Report Abuse

Very unfortunate business!

Losses caused by the boycott on Starbucks from the conflicts far away in the Middle East.

The losses should continue as long as the boycott is not lifted.

Stock

2 months ago | Report Abuse

Ex-Dividend date : 17 SEP 2024

Preferential Dividend 6.49% pa.

Uncertain trading time ahead!

Stock

2 months ago | Report Abuse

Foreign funds are two edged swords!

You love them and you hate them!

We Malaysians are always vulnerable, when suddenly they pull out (they are always short-term players), YOU suffer and be stuck.

Predicting the directions of foreign funds is a great challenge (need to read and know a lot of happenings eg company wise, national and world's economy and geo politics, etc).

We are now running on bull sentiments in Bursa but also with a very real timebomb in the NASDAQ US, nuclear bomb by Tsar Putin in Ukraine or even Sino-US conflicts in the South China Sea...

Always be prepared for any Black Swan event and gain from it...

Stock

2 months ago | Report Abuse

Forget about the fake scare of the legal case in August!

Expect the "frenzy" of FED's interest rate cut in September.

I don't think the current low price of RM1.10 can withstand the rush in by foreign funds!

All eyes on Fed !

If SOMEHOW Fed changed decision to delay the rate cut or cut just by a little, then better run for cover!

Stock

2 months ago | Report Abuse

If POS truly wants to turn around, it could consider JV with an established, reputable and super efficient partner like SF Express of China for example.

POS could adopt and leverage on SF's super efficient technologies, business model (eg subcontract with delivery van companies, JV with delivery boys, JV with outlets operators and owners, to eliminate huge costs, etc...).

That's the strategy of Proton to improve and boost its business by JV with Geely of China (49.9% equity). Today, Proton is different and in better competition, including the EV!

That's how I see it, what do you think?



Stock

2 months ago | Report Abuse

It's an old tree gradually falling leaves...slow and painful !

Someone just work out how much Revenue Per Employee contributes and compare it with peers, the answer might perhaps reveal the unsolved root problem!

Also, no need to rent so many outlets, just subcontract out the outlets AND people, this will save HUGE fixed costs!

Stock

2 months ago | Report Abuse

Legal action is actually a good thing for the company because:
* It shows the biggest shareholder PNB is serious about INTEGRITY and ACCOUNTABILITY of SPSetia's senior management
* It's a serious reminder to the future team to be truly professional
It's only a knee jerk reaction (as the market acknowledged today in renewed buying at low prices)
It's not "Steve Job" that you can't find replacement for, or sinister like CEB (huge sell down but no large shareholders emerged), so let's hope the chapter IS over and prices back on track with Bursa.

Stock

2 months ago | Report Abuse

At about RM1.0, you could buy much cheaper than those who bought a much higher prices over the last six months, including EPF.
HOLD a few weeks or months, handsome profits can be made when rebound.