KimSua

KimSua | Joined since 2021-01-19

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1 day ago | Report Abuse

I still think we will have klse bull run if.. Oil price trade average 90 /b... China clamps down on protest and open up naturally. 3) US inflation has a soft landing. 4) no futher escalation in ukraine war.;

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6 days ago | Report Abuse

Hopefully no more CM Tax next year. Foreign exchange losses and CM Tax seems to be across the board for KLSE major companies.

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1 week ago | Report Abuse

Daily last minute volume spike and yet no one is focusing on the Qtrly report due maybe on monday/tues. Should be a stellar report with >~2bil revenue and at least >1.2 Bil PAT. Having a progressive unity gomen will be a bonus. Good luck !

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1 week ago | Report Abuse

Let's hope for a stable govt come Monday.

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2 weeks ago | Report Abuse

Coal price is dropping from high of 350/ton to low of 200 currently. USD has reached its peak. Q3 revenue above 2 bil + with PAT above 1 bil -1.4? If taxman is being kind. China to reopen soon. Receivables are reducing and Esg news continue to be positive. All all stars align we should see better days ahead .

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2 weeks ago | Report Abuse

Dollar index seems to have reach its peak at 114 and now hovering along 110 many weeks now. It it drops further expect oil price to go above 100. Oil barons are still bullish as supply continues to be (kept) tight.

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2 weeks ago | Report Abuse

Start to stablelize yesterday and today. I don't think will go below 8.25 with many positive economic news in malaysia. The dollar index seems to have reach its peak as well and the short calls will get risky unless we predict a very bad election outcome. Rafizi seems positive enough with his team of highly educated data scientist. Any way not my cup of tea.

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3 weeks ago | Report Abuse

https://www.malaymail.com/news/money/2022/10/20/ambank-sees-malaysias-exports-growing-24-25pc-in-2022-q3-gdp-growth-at-12-14pc/34660 - GDP Q3 expected to be 12-14 % compares to 8.9% in Q2. Expect TNB Qtrly to stellar with no special taxation and reduced receivables. See how low can the shorts call go.

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3 weeks ago | Report Abuse

Shorts are at it again...0.11% back to 0.15 Net short position last few weeks. They say supposed to be good for an efficient market :) wean out the weak holders and prevent speculation :)

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3 weeks ago | Report Abuse

Have to wait for the breakout at 8.60 , pre dividend and where the most candles cross. Hopefully not too long getting boring....

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1 month ago | Report Abuse

At least budget is good for glc. Gov expenditure 97 bil! Nearly 2x more. Nice predictions Ttv!

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1 month ago | Report Abuse

Deekay. Thanks for reading. Some must be wondering why i am checking of USD index and Oil price. Must remember petrodollar is an indirect trading system replacing the bretton woods gold standards. Higher oil price will cause USD to fall and this inverse correlation is even greater for oil exporting country. We don't have to worry about the local market makers to make short or long calls to confuse retailers. The current low volume is due to the fact big money is not coming in yet. However if USD is predicted to go up, you can be sure the tide will turn.

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1 month ago | Report Abuse

USD index has been slowly dropping since the peak on 9/27 114.1 now at low of 111. Expect oil to start moving up and USD to stabilize move downwards soon. KLSE should see more interest in October. I think we have seen the bottom. All the best. The recent sell off was due to the strengthening of the USD. Shorts are at the min for TNB. Expect oil price to move up and MYR strengthening. The big funds will come in and I don't think short call will be profitable in Oct onwards. Anyway we can only predict based on big trends. GE is another news. Good like guys. Everyone get rich :)

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1 month ago | Report Abuse

USD index has been slowly dropping since the peak on 9/27 114.1 now at low of 111. Expect oil to start moving up and USD to stabilize move downwards soon. KLSE should see more interest in October. I think we have seen the bottom. All the best

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1 month ago | Report Abuse

Oil price expected to spike in october, with US stopping the release of 1mil barrel in their reserves and OPEC planning to cut ouput by similar amount. More interest should pour in OnG. Good luck, top up below 4.00 will be the best.

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2 months ago | Report Abuse

Yes correct, i got it wrong , if you buy you will not get the dividend. Sorry mis leading

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2 months ago | Report Abuse

Ya...Good sign short percentage has gone down gradually to 0.1 %. Btw If you sell on ex date. You will not get the dividend .

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2 months ago | Report Abuse

:) never give up never surrender your wealth to Government ! Hedge against inflation is a must but which instrument is the best ? Tenaga will be able to withstand the storm better than other non necessary business. I still think oil price will not go down that much due to the supply issue will off set the demand reduction, average USD 100 . I will diversified more towards this two scenario. With interest rate height until end of next year, foresee more non performing loans and reduction of loan demand. The technology manufacturing industry is preparing of huge slowdown, budgets are being cut due to huge slowdown of demand forecasted. This is what i think will happen, Banks and Technology will not do well, better stay clear. But generally September is bad on stocks (portfolio reporting and rebalancing) and should see institution investor start plan out their portfolio based on the expectation of global recession and the scenario mention above. Good luck, choppy days ahead .

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2 months ago | Report Abuse

http://www.worldgovernmentbonds.com/ I Hv checking on the world bond price and the inverted yield of many countries that signals recession. The numbers are coming in aggressively for the last quarter signalling clearly global recession is happening. Asia is still OK maybe by a few quarters . Should we sell all and hold cash or mutual funds bond funds? Until the storm passes n

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2 months ago | Report Abuse

US stocks testing the bottom for 2nd time. Will it hold and Hv bear market rally or nose dive further. I think it will hold and Hv a rally and test the bottom again before cycle is over. Mid next year. Better go defensive and stay clear on technology stocks. Hang on .

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2 months ago | Report Abuse

That is the problem. Cash is king during recession pauper during high inflation. Both recession risk and inflation during this stagflation phenomena is really confusing on investment. Balance portfolio might be the best bet now. See no road.

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2 months ago | Report Abuse

Where to put our money? US is reeling in the US dollars that is for sure. Bank Negara better know what they are doing and not based on popular sentiments.

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2 months ago | Report Abuse

US stocks might test the bottom again for the 2nd time. Expect the feds to raise interest rate until end of next year . Inflation will take longer to be tame until next year. ECB (european bank) rates will rise from 0.5% to 1.8% end 2023. Good news is Asia will do slightly better but we cannot decouple from the situation of high interest rate. BNM will continue to raise 0.25 % min every 3 months until end of next year. I think utilities and OnG will still be the choice for lowering risk investment in coming year and start preparing for this inevitable economic cycle.

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2 months ago | Report Abuse

US stocks might test the bottom again for the 2nd time. Expect the feds to raise interest rate until end of next year . Inflation will take longer to be tame until next year. ECB (european bank) rates will rise from 0.5% to 1.8% end 2023. Good news is Asia will do slightly better but we cannot decouple from the situation of high interest rate. BNM will continue to raise 0.25 % min every 3 months until end of next year. I think utilities and OnG will still be the choice for lowering risk investment in coming year and start preparing for this inevitable economic cycle.

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2 months ago | Report Abuse

0.13 % of ttl net short position as of yesterday. If they don't cover their shorts, their account will be deducted the due dividend amount. Not much change in as selling volume is still there. With the continuous slow covering of shorts, might see more institutions buying happening next few days. Very quite market recently.

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2 months ago | Report Abuse

Don't miss the boat already moving

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2 months ago | Report Abuse

Oil and Gas price has increase 2-3 x compares to the forecasted in the budget on the OnG oil rent revenue. This is really positive news for our GDP and KLSE if continues at the sweet spot of ~100 usd /barrel. Opportunity on OnG and KLSE in general. Risk is always geo political situation and drastic global slowdown.

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2 months ago | Report Abuse

https://www.worldoil.com/magazine/2021/august-2021/special-focus/offshore-energy-will-power-the-world-2021-2040-fpso-forecast

Be patience, find a good entry point . Should see qtr to qtr good news and make it easier to trade on a uptrend

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2022-09-01 14:34 | Report Abuse

Will it be liquidated? 2 cents can buy ? If they can spin off and focus on what's left in the business.

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2022-09-01 08:52 | Report Abuse

High oil price will be here to stay again since the last oil bull run in 2014 . PE ratio at >5 and BAB management has been more prudent with so many issues the last 5 years . KLSE always has a good run during high oil price. BAB one of the best bet.

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2022-09-01 08:20 | Report Abuse

<firehawk> You are right ICPT mechanism allows TNB to raise the tarrifs if not it is consider under recovery and borne by the government . Bare in mind this is technically a revenue and put under short term receivables with the notion Govt will pay within a year. When govt pay it will be put under cash flow and not under revenue anymore as it has been capture earlier. The problem is 19 billions receivable are ~50% government and 50% industry. Govt only committed 6 billion this year and the concern on the commitment is still there

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2022-09-01 08:05 | Report Abuse

On the technical front as TTV first notice the Cup and handle is very prominent. The last two candles looks bullish . We have passed the high volume sell down in mid june, should pass >9 Resistance at 9.25 and go side ways for longer period . However with US and Europe market not seeing a bottom yet we have to be cautious on this front.

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2022-09-01 07:54 | Report Abuse

https://www.tnb.com.my/suppliers-investors-media-relations/financial-info/#quarterly-results
I don't see any concerted effort from analyst in shooting down the receivables concern anymore, but the overall report is better than expected, they manage to improve operation cost overall due to the excess capacity and reduction of coal usage (subsidize gas alternative) even with the increase in demand. (pretty good operation/cost management). Another impressive projection is the EV car business that will slowly eat into gasoline business. And projection revenue is exponential ramp from a low base from 2025 onwards. 2030 expect 1.3billion revenue. I was skeptical on EV before but looking at global trend , it continues to surpass prediction. EBIT margin is lower but analyst was far too pessimistic when the sell off begin last quarter.

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2022-08-30 21:26 | Report Abuse

cash flow issues does not look too good. 14.8 billion draw down loan vs 1.5 bil. However total group borrowing is at 62 bil vs 51 bil a year ago. Don't like the idea have to borrow money to pay dividend.

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2022-08-30 20:22 | Report Abuse

I am sure the analyst will not like the fact receivables are not paid yet. Was only expecting record breaking revenue to be at high 17.5. Mixed bag of news. See how the analyst take it. Was expecting 22 cents if receivables are paid and if analyst already price this in, we will hv a better show. At least not in the red. Miss that chap understand. Happy Merdeka

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2022-08-30 16:14 | Report Abuse

Anyone any Idea on the Quarterly report :( ? Very late, could be after merderka?

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2022-08-30 15:58 | Report Abuse

Buy volume is back . Good luck fellow prospectors.

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2022-08-29 13:12 | Report Abuse

Malaysia (GDP) grew 8.9 per cent in Q2, Bank negara expected better in Q3? Malaysia economy is among the best to recover from the Covid-19 and the oil price certainly help. OnG counters has not really moved as some are worried about demand destruction in 2023 due to global recession. I still think Asian will do well, money to flow to this region.

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2022-08-29 10:08 | Report Abuse

Good time to enter. high oil price will be here to stay. US will end their 1 million bpd release from the reserves end of September. Expect more spike by then.

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2022-08-24 10:10 | Report Abuse

TTV, we can't be sure . Sorry Just assumptions, can be on monday 29 or 30 as it has happen before. As for the technical, we are still seeing an uptrend , we are still seeing a lower high based on yesterday closure. Cup and handle looks very similar pattern. I think important is the receivables payment from gomen and also industry, how much of the 14 Billion is paid the last 3 months will be key. REV and PBT is usually standard and predictable for TNB. I think the market already know this and waiting for confirmation.

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2022-08-24 07:55 | Report Abuse

Hope to see some strength today. Touching the lower high yesterday. I don't think it will go below 8.50. 2 more days to qtrly . Better have your strategy ready :)

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2022-08-18 07:48 | Report Abuse

Not all have the guts to do scalping with big volume and do it when we see very clear signals and confirmation :)

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2022-08-18 07:38 | Report Abuse

Better to combine both Technical and fundamentals to play Tenaga. Majority are mid term and long term players and don't have the training and time to be a day trader. Market is expecting lets say > 22 cents of dividend and the receivables are being paid to honor the ICPT mechanism. Good news usually comes in droves when the big boys market feels it is the right time . Hopefully will break the 9.25 after the Qtrly. If not might have to rethink the stragtegy....

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2022-08-17 08:00 | Report Abuse

8.90 should be able to break easily to 9.00 based on the June 1-8 low volume downtrend. Maybe hover until 9 until qtrly. Will never know with a raging bull, anything can happen :). As for ICPT subsidy , makes no sense for tax payers money to subsidize the commercial and industrial rate and also houses with 5 aircons :(

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2022-08-16 13:22 | Report Abuse

Teofrank . Looks like a Raging bull , 200 ma is a bit too late to predict reversal :) but a good confirmation and relieve to know. Thanks

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2022-08-16 10:38 | Report Abuse

Still wondering why the net short position is still at 0.20% and they are not covering the short position. I think still more opportunity for huge uptick once the shorties decides to close their position else risk of being short squeeze.

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2022-08-16 10:16 | Report Abuse

Less resistance than expected. Market expecting good news. If buying interest continue should see a very quick uptick until 9 and another resistance at 9.25. (will need a good Qtrly to generate buying support to clear this)

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2022-08-15 14:49 | Report Abuse

3 green soldiers pattern . If the wick shadow shows too much today, we might see a retracement tomorrow before any uptick. Only for short term trading. If we see strong closure at the end of trading with no wick shadow, might continue the uptrend. I doubt will pass the resistance of ~8.8 without some consolidation. Let see, 1 more week to the Qrly

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2022-08-14 18:29 | Report Abuse

If you look at the 2019 analyst report. Tnb has lots of plans to increase ebit By venturing into global energy and I think retail Co is doing just fine without needing capital injection via IPO. Genco to focus on generations and maintenance . Not sure what will happen to ipp in the long run.