Aiyah... sometimes it's not proper to predict price movements...but from PENTA earnings growth prospects... calculated value around...@6.30...@2019 financial statements...@<4.20...Undervalued...in between is fair value...!!!

"Always keep on Learning...To keep on learning we must stay Hungry and stay Foolish," Steve Jobs.

High demand seen for green glovesLim: Company will emerge stronger on continuous improvements | https://www.klsescreener.com/v2/news/view/539222

Hahaha..."the crowd or many people agreed or disagreed with you isn't important...the important stuffs are your own analysis, data, and understanding of the business, the pros n cons, and your own judgement to buy at reasonable price," Buffett.

Pentamaster diversifies to broaden income base | https://www.klsescreener.com/v2/news/view/539236

Long-term investing is all about...Quality... wonderful company most of the time it's all about sales n earnings growth...in sync with consumer n GDP growth... sometimes no need to have exponential growth... that's for young company. Matured company the EPS growth is reasonable or conservative... plus below average capital expenditure...plus an average dividend plus other benefits. Usually for defensive business the 10 year average...Dupont ROE...@8-10%. For technology, cyclical, it's around...5 year...@10-12%. For financial institutions is more on ROA...asset play. Unless financial crisis then only you can buy at undervalued...but during certain correction...you must buy on weakness. Sometimes even good company will have some bad news, geopolitical factors or management crisis. So it's up to u to spot it...n invest on contrary to what others think otherwise. No need to look for 1,000 plus companies...just do your homework and analyse company from A-Z...,in BURSA...and select a few wonderful companies as your watchlist. There are only around 2% or 3% out of 1,000.

Sales n earnings is growing but can be erratic due to oil price n disruption in passengers load capacities. But overall capacity growth is around 20%. Average earnings against debts is almost reasonable plus long term debt to equity is okay. Well established budget airlines in Asia n challenging some national carriers a run for their money. Average earnings plus growth prospects, n future promising business development...this one should be...@>3.00...GL..!!!

Well...you just analyse probably around less than 50 companies in BURSA...these are almost the good companies...the rest are probably below average. But industry can change very fast...always read financial reports n business development n dynamic at least once a year for defensive business n every three months for technology, dynamic n cyclical business. Never take for granted your investment portfolios even though you invest in a defensive types of businesses. Learn more and know what is your Investing appetite...n stick to your own Investing mental models. Good luck to you...!!!

Dovish FED...!!!
https://www.channelnewsasia.com/news/business/all-eyes-on-fed-as-stock-market-pines-for-rate-cut-11629276

Hahaha...Odd is Bull/Bear...67/33...!!!
https://www.channelnewsasia.com/news/world/trump-says-it-doesn-t-matter-if-china-s-xi-attends-g20-11629992

Growth and Value~Joined at the Hip..!!!
https://www.businesstimes.com.sg/investing-wealth/the-psychology-of-growth-versus-value-investing

Well...what is wonderful business... it's a sunrise or defensive industry, sales n earnings growth prospects is sustainable n Uptrending gradually, Profit margins are usually above average around 8%... retained earnings, cash flow, and cash n equivalent are increasing year by year. Dividend plus other benefits also increase gradually. Debts are reducing plus the company seldom or never have to borrow much, plus negligible preferred share n private placement. Occasionally share buyback, its book value also increase gradually. Capital expenses is below 25% of cash from operations, plus depreciation n amortization are below 10%. That's its owner earnings is increasing year on year. Owner earnings is free cash flow in Uncle's Buffet investment thesis. Good luck n have a nice weekend. TQ.

Aiyah many people tend to overdiversify their portfolio. It all depends on your financial strength...but never diversify too much. When you bought VS or other stock...the first thing in your mind is how to further reduce your cost of capital. How to have a much higher Margin of Safety. During financial crisis what are the risks n its market capitalization. So try to reduce your cost of capital. You cannot depend on dividend...too slow...you must depend on capital appreciation. We don't know when financial crisis will strike. At present it's still...Bull/Bear...60/40 odds. But we never know...all these macro-economic fundamental changes very fast. So please think of downside first...think of your financial safety first... before you ever think of capital gains. In the long run when your Investing thesis is on the right track...your capital appreciation will come gradually from dividend, bonus, n capital gains. Don't diversify too much...only look out for wonderful or excellent business selling at a reasonable or better still an undervalued price. "Price is what you pay...value is what you get," Buffett.

"Wealth will give you reputation n respect n everyone knows who you are...but you are beginning to forget who are you...or who am I...the 'I' become less important n start to diminish n become zero," Gates.

Aiyah...not really the right time to resale their treasury shares... probably the right time for business expansion of new products...then it still go back into equity... retained earnings. Usually they do resale at euphoric price...now is a bit desperate...well they still have quite substantial amount of treasury shares...hope they will be more efficient next time. Aspion gave them quite some headaches...they must learn from the mistake n move on... upgrading their business acumen. TQ.

Ha...@wendyuong... Probably the answer is yes...But looking at management efficiency in their problems solving skills... probably it's 50/50...at present scenario. They need to reduce their outstanding debt or increase its cash equivalents. I think they can...with its strong sales n earnings n good cash flow. Plus they are ambitious in looking for new products to diversify earnings growth prospects. Below 30x PE is still consider reasonable... probably you invest little bit. Any weakness just attack...be your watchlist. GL.

Hahaha... patterns can be very boring at such a long time...and can be very exciting at a very short period...you can be so euphoric you don't know when to...Sell...Be Careful...!!!

Aiyoo... please understand more about the business you invested...AA is consumer cyclical...well they are now consolidating and still in average growth prospects...and can have negative sales during full financial crisis. TopGlov is more a defensive type... probably some overcapacity risk...but they still have average n positive sales during financial crisis. So where is your risk appetite n Investing mental models in the long run n your own financial strength n weakness. TQ.

Hahaha...besides...VITROX n PENTA...ELSOFT is probably the third largest ATE, AMS n probably AMH...in BURSA... Don't anyhow Invest in company with too much debts plus sales n earnings volatility, plus with negative cash value n net current asset value...these companies are technically bankrupt...any worldwide financial crisis they have hard times repaying their debts n interest payments. Margin of Safety must be higher than Margin of Error...!!!

Hahaha...KWAP is one of the major shareholder...how flexible, efficient, n news awareness we shall see...how fast they can change their investments thesis accordingly to markets environment, industry changes, n unforeseen circumstances...You think they are as good as Soros or his protégé... Druckenmiller...!!!

Hi... Guys n Gals...See the difference...!!!
https://www.klsescreener.com/v2/entitlements/view/1755246

First n Final Dividend 2012
https://www.klsescreener.com/v2/entitlements/view/1429

https://www.thestar.com.my/business/business-news/2019/06/08/trade-war-beneficiaries/

Hahaha... Patience is Virtue n become a dragon... Probably in October or beginning of 2020... hehehe...!!!

Trade war spurs 1,360% investment jump in Malaysian state of Penang | https://www.klsescreener.com/v2/news/view/538488

Aiyoo...at present it's still a voting machine...in the future it's a weighing machine. For ATE, AMS, n AMH these are sunrise industries. Industrial revolution 5.0 that's 5G...China is the leader now. Another industry is data security n e-commerce, ebook, etc. So much changes this supernova age of humanity. The world will reach its brightest n most advanced technology...then it will fall back into darkness... because of human greed, desire n ignorance. Well at present these industries we don't take ten years CAGR... because it changes too fast. 3 to 5 years will have less margin of errors. For PENTA 5 years is 50%...probably 3 years is around 30%. Any PE below 20x can consider undervalued...with a PEG...0.67. At present markets trends can be quite mixed...well we shall see the interest rates scenarios...markets have been Uptrending...Only darkness is the trade war phenomenon. Other unforseen circumstances I don't know... probably debts crisis in Latin America, etc. So the odds are 60/40...bull/bear...!!!...GL.

Growth prospects company...!!!
https://www.theedgemarkets.com/article/pentamaster-conserving-cash-grow-smart-control-business

Ha...ATE n AMS... Wonderful growth prospects...out of 7 stars...6 are shinning brightly...Only one is still 50/50 odd...probably by July or end of the month...it will start to shine brighter going forward...Hold...!!!

Hahaha...Probably there are people so ignorant...never check few years backwards...and analyse some people here have been buying... PENTA...and averaging up...quite a numbers of times with some free shares...hahaha...laugh die me...sacastic English grammar... hehehe...!!!...Now only want to buy ATE...probably not too late lah...go ahead...!!!

Hahaha... that's why...many people don't know what...IPO real meaning is...and it's not born from its parent... probably all are... Initial Public Overvalued...IPO...hehehe...!!!

AA...Management efficiency overall above average...@<3.00...Reasonable...@<2.00...Undervalue...Invested...!!!

Hosailiao...hohoho...!!!

Bullseye...!!!
https://www.channelnewsasia.com/news/business/us-stocks-rise-solidly-anticipating-fed-rate-cut-11607584

Weekend Reading...!!!
https://www.valuewalk.com/2018/11/stanley-druckenmiller-emerging-markets/

Year 2020...!!!
https://www.cnbc.com/2019/06/07/stanley-druckenmiller-says-stocks-would-fall-30percent-to-40percent-if-bernie-sanders-were-elected-president.html

Ha...Market trends worldwide n interest rates for specific industry through private bank is the big daddy or fundamental to drive higher capitalization for specific business model. Sometimes even positive current n annual reports couldn't... because of interest premium for riskier businesses. We shall see how PENTA will perform in 2 to 3 years from now. TQ.

Hahaha... Liquidity will flow endlessly into sunrise industry...n not into sunset industry. Of course business model keep in changing as time goes on n on... that's why Investing in a earnings growth prospects with high liquidity inflow that will create sales, earnings, n crucially market capitalization growth isn't easy task. Invest only in a wonderful business at a reasonable price. Don't invest in a mediocre business at a wonderful price. Time will indicate whether this business is your enemy or your friend. Time past very, very, fast n you cannot go backwards. Analyse thoroughly yourself ten years down the road n you will see your rear mirror what you have done. GL...!!!

Liquidity @ Mac Daddy...!!!
https://seekingalpha.com/article/4066808-liquidity-important-fundamental

Dyson vacuum cleaner...!!!
https://gearpatrol.com/2019/06/05/guide-to-dyson-vacuums/

Well...Time is a friend of the wonderful business but an enemy of the mediocre...Wake up call could be too late...!!!...Investing in a mediocre business at a wonderful price...!!!

Market Indicator~Odd is Positive...!!!
https://www.channelnewsasia.com/news/business/global-stocks-gain-in-fed-s-cheery-slipstream--dollar-subdued-11597760

Autonomous vehicles bullrun in China...!!!
https://www.channelnewsasia.com/news/business/explainer--us-dependence-on-china-s-rare-earth---trade-war-vulnerability-11593708

Black Earth...!!!
https://www.channelnewsasia.com/news/commentary/china-threat-curb-rare-earth-minerals-united-states-alternatives-11583356

China growth is inevitable...!!!
https://www.todayonline.com/singapore/world-must-adapt-rise-china-which-cant-wait-decades-taking-larger-responsibilities-pm-lee

Aiyah... Investing needs lot of patience... it's just waiting...n being boring...Anyway good investing is boring. Probably many like to have some excitement to show people around them...that they manage to extract some money from stock market...but in the long run they are bound to have capital gains much lesser then those who are patient n understand the future of the business. You don't invest for the past...you invest now and for the future. TQ.

Ha...Invest/Trade... Dilemma...!!!
https://www.theedgemarkets.com/article/pentamaster-still-confident-another-record-earnings-year

Aiyoo...7 stars aren't bright anymore...goes back from where it begun...!!!

Ha...Traders who are usually hold for less than 50 days should cut lost at...@<3.90...Present is the resistance or supporting... neutral position...!!!

Hahaha...look like the 50SMA crossed the 200SMA... trending upward...hehehe...!!!

No...There are China companies listed in HKEX...but already up...@>100%.