I think the market is in chaos... so penta is a very good company but it might get sold down like the others blue chip

rebounding....

now can buy cheaper..
a lot of fund mgr buying cheap... the buy rate is 59%..

Corona , best is go for defensive stock like bat....
With high dividend yield..
Fund mgr shld know that :)

sabah & Sarawak MP's shall be the decider of the current impasse..

well fund mgr holding Carlsberg which dividend yield is around 3% , can sell it and switch to bat to get more than double the dividend yield... bat dividend is 8%

yes, as it stands dividend is still at 8%...….so quite good yield...especially for fund mgr who are looking to diversify or looking for income stocks like bat, nestle , dutch lady

Bat is a no brainer.. with its dividend yield ..many funds will buy as its even above maybank, amanah and epf dividend yield..

in our time, there is very few people like Dr M....
he is the last batch of pure politician which put country interest above his own...
he is like Tunku… which care more about the country and above everything else..

doesn't look good for this type of counter which was goreng up with not much fundamental to support..
but this totally depends on the operator..whether they will support at which price level

will it recover tommorow , or next week or how?
PLease share your thoughts...

Si kitul atau si ketul sudah kianat...

Top glove and other glove counter seems resilient

can wait a while....still dropping

now is up to DYMM.. I think the warring party has fire their shots..DYMM is wise and will know whats best

ie naim stake in dayang is worth around $800m++, vs naim current mkt cap of only rm$600m ++
so they could sell some dayang to reward and unlock the value to shareholders...
dayang is doing very well... the profit and revenue all going up from petronas contract

dayang stake and good results has not been factored into naim share price yet..

now good time to buy naim at discount..

Ok there cld be profit taking along the way , as dividend is only 33 sen but they have pushup by rm 2...in one day..
So but any profit or drop taking cld be an opportunity to buy...

ya...my kelawar gain.. should have sapu more when it down.. but again u never know

kesm and sunright….. tuju langit!

Kelawar is good

tesla stock now almost usd 900, from usd 300 plus when the ceo involve in some twitter scandal earlier..

it is also due to the giga factory opening in shanghai, short covering and the better quarterly result....uk is also targetting to remove gasoline car in the future... it will all be electric and AI cars..

so this shows that any stock that drop, may eventually rebound after those that panic has finish selling...if there is nothing wrong with the company...or the world is still exist

nowadays most new car has got >20 microchips..and also on-board computers..
some like Tesla may have 2 AI chips...since the car can even auto drive in highways..
kesm is doing the burn-in testing part , for chips used by the auto makers...

so in future when car has more chips, likewise the burn in test volume will also grow...

doesnt mean that kesm has any correlation with tesla stock price... as tesla is an amazing company...and the ceo is amazing...

i also bought some kelawar today....
haha
not the wuhan kelawar, but the bursa bat (british american tobacco)

i bought some kelawar today....
haha

not the wuhan kelawar, but the bursa bat

i think already oversold and shld rebound...

the BAT in china, is not the same as the BAT here.
this one is a money making, dividend paying counter/company...

bought some today to keep....

seems cheap...dividend is ~9%..

We give china free glove, doesnt mean china will buy more of our palm oil or our gloves..
China is rich ..
We shld ask them for help on palm oil deal..or help to buy our goods..
Our economy need help from them

one -dato lau selling cause it to lau sai...
but fundamentally it is still a cheap glove company...
once the lau sai dato, stop selling, it will go up....

i think $8 or below is quite attractive...will be buying if such opportunity come again...

can look for re-entry... at $8++..
kwap likely just playing around... they still hold most of the share..

still the cheapest 15X PE, amongst the rubber gloves producer

Well for a large country like china, they have means..and need oil..
However, it seems they didnt import a lot of palm oil from us.. but are going for soybean oil...

https://asia.nikkei.com/Economy/Trade-war/Malaysia-fears-palm-oil-export-drop-after-US-China-trade-truce

Msia donated to them glove..so hopefully they remember this and start to import more from msia

They shld sell instead of donating glove..
China is a rich country and can afford the gloves

During sars last time glove company shares all go up

just hold till mid of year... the virus not gonna hilang or go away overnight

just hold, till mid of this year

I think confort and rubberex are the lower PE..hence cheaper vs the big boys glove producers

Bagus berita ini..
Maksudnya semua kilang top glove dan glove manufacturer yg lain kena OT untuk meet demand dari china...

Bat = kelawar..
Bat sudah dimakan oleh china lady yg buat sup kat wuhan..

Mmg bagus..

Still low price compare to other rubber stock....
Rubberex can become T-rex and move much higher soon

Chipmaking giant Intel (INTC) smashed Wall Street's sales and earnings targets for the fourth quarter and gave an upbeat outlook for 2020. The Intel earnings report sent INTC stock surging.

Kesm $12 bro.... mmg hebat....kwap untung....pilihan yg bijak....
Sunright (saham singapura) masih 52 cent.. "akan datang" kejap lagi..tunggu durian runtuh..

As long term investor like kwap.. daily movement is ok..

Kesm shld continue uptrend.. can look at the abang sunright also..
Both kesm and sunright is abang adik..semiconductor play to ride semicond and tech recovery theme in 2020..

How much is sunright stake in kesm (listed in msia) worth? Below are the calculation as of now 23rd jan 2020.

KESM market cap= RM$486M or S$162M  
48% stake of S$162M=S$78M  
So dividing by the number of shares outstanding for sunright S$78M/122M, that stake alone is worth ~64cents sg/share...  
Now Sunright is only trading at 52 cents...or a 24% discount for its stake in kesm alone.... 
Its mkt cap of S$65m is also below its cash holding of ~s$90m.

i) sunright is also flush with cash around S$90M (debt ~S$20M)- at grp lvl. 
ii)outlook of KESM is good. So Sunright results shld improve this year..with improved outlook from big semicond players like TSMC , intel , nxp, amd , etc.
iii)kwap a solid fund, is a major shareholder of kesm
Iv)kesm (listed in msia) share price has increase and go up to rm 11.30 (from rm 7).. Its same industry peers like AEM,UMS all have 2x to 3x , double or tripple from the bottom..
Penta is a multi bagger gains (for those who bought early) and held on after the many bonus issue....penta is one of the best in the world.. while kesm/sunright is one of the largest in doing chip test and burn, in the world...

So will kesm sunright be your golden itik/goose?

Tuju langit!

saya tak mahu cakap banyak.. yg tau kira patut tau apa yg saya cakap... hahaha
siapa yg faham boleh lah jadi kaya...

tuju langit.......!