@ sardin, thanks for the info.
@ cipta, not surprising since liihen is the biggest rev furniture company, also concentrate in Malaysia only.
Let’s see today ‘s QR

There are a lot of guru points to raw material price increase as a risk to liihen, but I thought liihen have their own plantation to provide the wood raw material, thus not much impact by the price increase? Anyone can enlighten here? Thanks

All the indicators are that worldwide especially USA furniture demand is still strong, the question now is more on the supply side , in view of the logistic - labor - raw material issues.

Dividend could be ~10% if entry price rm 0.8 in future

As Sonos fan, I have been following up Sonos’s plan to outsource to Malaysia announced since early 2020 but can’t ascertain if it is FPI which was selected to produce the smart speaker.

ya, the QR surprised me, good job

wow, what's happening today the price shoot up

Quarterly report are out which seems to be unexpectedly good

It’s a step by step approach, casino and theme park open as important milestone for 1st step, next is to attract local tourist when we get use to new normal. Further step is to open border for international tourist. With the theme park open next year, hopefully with vaccine in place, I expect the genting Malaysia will go to next level. Malaysia tourism industry is super important to the gov revenue and is a long term strategy thrust, I bet gov will not easily give up this crown in jewel whoever form the government. It is long term bet for the bright future Of the genting Malaysia

Cimb is too big to fail.

The weak business in next 1-2 months is priced into the stock price, otherwise do u think it is still for 2.6RM only. Buy GenM for mid - long term, as the biz fundamental didn’t change much after COVID-19

Purely based on eps, GenM is worth penny in current quarter. I still felt CIMB has better upside opportunity compared to the other bank stock which is nearer to their usual high. Nobody know the coming Q results impact , it can go lower but it can also go higher if it beat the expectation, the logical way if u want to bet long term is to buy in batches , average down if it go lower after q report. The risk of bankruptcy is extremely low.

Last Q result loss mainly on impairment loss (>50%) it seems management want to consolidate all the bad into that result to start clean on subsequent quarter, I expect next Q result may not repeat this impairment loss and there could be chances the loss maybe lower than last Q

I owned GenM stock and I will not sell just becoz of delayed opening. The long term fundamental and prospect of the stock will not just changed becoz of longer shutdown. The risk of company go bankrupt is very low and is something I can accommodate.

U can choose other bank with less bad loan with limited upside, but I’ll bet on the CIMB on mid - long term recovery, it doesn’t belong to rm3 club

Cimb obviously is not best in class , but it doesn’t belong to RM3 company, mid-long term it will slowly climb back to where it belong. With the new CEO I expect the recovery process will be expedited. Compared to other bank it has higher upside opportunity

Phase by phase: open first , if cases remain low domestic tourist will start going before the international border open for international tourist, 4 phases to boost the stock price. But duration for these 4 phases is your guess as good as mine

Positive momentum to the weekend if domestic cases remain low for this week, and very likely the opening 10jun boost the stock price next Monday.

Even if 2nd wave hit , it won’t be as worst as 1st wave as understanding on the virus increase and we are not dealing with the absolute unknown such when it first hit.

The mood is joyous for the pandemic hard hit stock this week. Short term upside if this week continue with limited number of domestic COVID cases

At the end of the day, it is your confidence on the company's prospect, financial result will be bloody this and next quarter which partly reflected in the current price. It is difficult to predict the short term price although below 2 is unlikely, For me, i have strong confidence the company will be back to a profitable in long term

Short term wise this counter will fluctuate, but mid long term it will go up, based on monitoring of the this stock price 10 years

It can go down but it can go up also as the world relaxing on the movement measure, the correct strategy is to buy slowly within subsequent weeks to average down if it really go down. If US stock do not drop significantly unlikely genting will drop below 2.

Current sentiment is not so good on airline industry, especially exaggerated remark from Buffet’s disposal of airline stock, but eventually aviation will recover and hit new height in years to come.