BABY I..DANCING IN THE DARK...WITH YOU BETWEEN MY ARMS

ini kalilah solarvest. BOOM BOOM!

Wait ah, typing................


Simple analysis of roadside investor:
1. OpEx remains elevated despite drop in production (Fixed cost relatively high per unit basis) due to closure last Quarter, ban of US (Q4 '21: 66% Opex vs 52.6% Last year)
2. Finance costs- dropped- good CFO!: WAEIR around 3.5%
3. Build up in inventories: Feb: RM0.85b -> RM1.2B ->RM1.179B
4. Liquid assets (cash/ cash like): dropped from RM4.71b to RM2.47b [ could be good- paid dividends]
5. Loans: good size only RM458 mil for this size of company (not overstretched- can affect financial risk)
6. New investments: ongoing ie RM1.35b in 21 vs RM.815b in 20
7. Dvd ratio: still honour around 70%- commitment to SH returns
8. NP Margin dropped from ~50% to ~30%- but still above pre-pandemic LT avg (will it normalise to 10%? God knows)
9. Raw material costs spiked: (This was my blindspot- HAHA! Profit is a function of revenue and costs LOL): Latex rose 29%, nitrile: 100%
10. Growth - Tan Sri Chairman still excited about growth- doubling capacity from 100 B units to 200B in 5 years. Smart or foolish?

Thats the report for now :P

damn. 4% down on total portfolio. this is such a heavy burden. sad :(

@kong73 great strategy accumulating Tenaga across years. I bet you are now seeing the DIVIDEND SNOWBALL strategy working! Congrats! Wanna be like you :)

FOCUS ON FUNDAMENTALS : the chant i keep saying every day when i am seeing blood on the street :/

Container shipping remains the star. It now costs $14,287 to haul a 40-foot steel box from China to Europe. That’s up more than 500% on a year earlier and is pushing up the cost of transport everything from toys to bicycles to coffee.


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How do u protect urself from inflation? Exposure to shipping ofcourse. I have not seen anything going 5-fold in a year since the day I was born 3 decade ago. LOL!


WALAWEH. LETS BE RICH EVERYONE :)

1.33 soon

OMG DIE DIE DIE> HOW LIKE THIS>
ALL MY MONEY GONE WEH> HELP!!!!!!!!!!!!!!!!

what is everyone's worst case scenario? RM2 ka?

If Tan Sri smart and wanna kill the shorties die standing, announce crazy dividend this week result and the shorties will get squeezed .that will be a beautiful scene. bloodbath of shorties... :P

GOSH I AM ROYALLY EFFED. KOYAK PORTFOLIO DUE TO THIS COUNTER. HELPPPPPPPPPPPPPPPP

will slow down to 9.95 before blasting to Mars. lai lai lai. i wanna collect more please...come down baby comeee....lenglui dont be soo play hard.

dead la even good news also stuck at 3.50

sell sell sell when price uptick before bad news comes more

c u at 2.5

if so terror, turun la 2 ringgek. we also wanna sapu ahaha... these fear mongers cant even bring it down to 3.5 in one go. waste of time ony talkc ock til lembu balik ony.

if only i had 100k i would have dumped into TNB since May.... lol

wait ah,, i wanna be makcik2:

"OH KALAU BERANI, TURUN LA. TURUN LA BELOW 3.7..TURUN!!!!"

hahaha. fun games la main with TG lol

Girl, why u still asleep? HAHAHA. BUY BUY BUY WALAWEH


Nearly 95% of Gulf Coast oil and gas production offline as Hurricane Ida buffets Louisiana:

https://www.morningstar.com/news/marketwatch/20210829230/nearly-95-of-gulf-coast-oil-and-gas-production-offline-as-hurricane-ida-buffets-louisiana

the coming quarter we can see if Tan Sri has any tactical play to slaughter all the shorties. ultimately, we want investors to stay with us, no blardy speculators buy sell buy sell every 5 mins.

Tan Sri can really spank the balls of these speculators by declaring crazy dividends. Just to show who has power. HAHAHA.
Anyway, a good business is one that has strong Cashflow.
SO SO SO? TG OK la.

lousy la dividend is too low. at this price, even if 2 sen each quarter, ony 8 sen per annum...on RM1.7 thats 4.5-ish. why bother why bother why bother.
better sapu Tenaga. no withholding tax and all BS.

must drop more more more and pray Fed Reserve mess up global interest rate so this stock can properly come down hahaha

well yeah wtv JPM and haters say, we are just here to eat the dividends and HODL.
This and Tenaga.
Thank you speculators. love u alls

we're about to make a killing. pity i didnt have more money lying arounnd :P

wow lompat la today :P

Actually, if Tan Sri wants to give the Middle Finger to JP Morgan, he can employ the Shock & Awe strategy by declaring RM1.50 dividend coming quarter. Just to middle finger the Jews up their ass bahaha. (of course he should collect gao2 now then declare liao2) bahahaha :P

Marburg virus just broke out in Guinea. WHO's Tedros just issued caution. So how? JP Morgan shorties pissing in pants yet?

What do you guys think is the worst case scenario when US Fed finally starts tapering? TG will be RM1? LOL

How many here will hold this counter if it trades sideways for another 12 months? Downside doesn't seem so huge already.
Only determinant is if the Short Sell will start covering and the price can be released from the massive downward pressure...

1. EPF been selling because Abah, Abg Long suruh buat I Citra, I Rasa, I Cantik, I Miskin, I Covid...

2. Ask yourself, which counters are liquid enough when they have to sell hundred of bilyonz.

3. so, now, when shark is kena paksa by Biggest Dinosor, bilis wanna run or wanna sapu? think think think......... hehehe :P


.......................................

[News report as follows:]
In total, the total outflow due to Covid-19-related assistance offered by the EPF had resulted in an outflow of RM86.2 billion as at Aug 4.

These programmes included employees’ contribution rate reduction between April 2020 and December 2021 (RM6.2 billion), i-Lestari (RM20.8 billion), e-CAP deferment of employers’ contributions (RM200 million), i-Sinar (RM56.7 billion) and i-Citra (RM2.3 billion).

The EPF expects the total estimated outflow following these programmes to amount to RM117 billion.

https://www.theedgemarkets.com/article/epf-says-approved-rm191b-worth-...

let's all buy bit by bit, consistently and kill the JPM b*st*rds. create a nice delta/ gamma squeeze. ahahaha

EPF been selling because of all frul i this i that i citra citrox..
which counter can take the hit from huge liquidation? not a lot. TNB sure one of them...

guess how much EPF had to sell their investments? not 1 or 2 billion ya darling.
hundred of bilyonz.

so, now, when shark is kena paksa by Biggest Dinosor, bilis wanna run or wanna sapu? think think think......... hehehe :P


-----
In total, the total outflow due to Covid-19-related assistance offered by the EPF had resulted in an outflow of RM86.2 billion as at Aug 4.

These programmes included employees’ contribution rate reduction between April 2020 and December 2021 (RM6.2 billion), i-Lestari (RM20.8 billion), e-CAP deferment of employers’ contributions (RM200 million), i-Sinar (RM56.7 billion) and i-Citra (RM2.3 billion).

The EPF expects the total estimated outflow following these programmes to amount to RM117 billion.

https://www.theedgemarkets.com/article/epf-says-approved-rm191b-worth-icitra-applications

1. Investing style: contrarian, deep value vs momentum
2. Probabilistic thinking, risk-reward ratio
3. Rule of 72 on yield
4. Hedge & diversify.

Good luck and keep your head on a swivel.

YASSS BABY YAZZZZZ! :p

China-U.S. container shipping rates sail past $20,000 to record

SINGAPORE/BEIJING Aug 5 (Reuters) - Container shipping rates from China to the United States have scaled fresh highs above $20,000 per 40-foot box as rising retailer orders ahead of the peak U.S. shopping season add strain to global supply chains.

The acceleration in Delta-variant COVID-19 outbreaks in several counties has slowed global container turnaround rates.

"These factors have turned global container shipping into a highly disrupted, under-supplied seller’s market, in which shipping companies can charge four to ten times the normal price to move cargoes," Philip Damas, Managing Director at maritime consultancy firm Drewry, said.

SOURCE: https://www.reuters.com/business/china-us-container-shipping-rates-sail-past-20000-record-2021-08-05/

farroj betul turun balik bahahaha

fundamentals in terms of return to normal is looking very bleak.
on the technicals, net sell volume seems to become smaller and smaller. Jan 21: net sell at one time reached almost 200/ 300 mil in a day's session. past month this has improved to smaller net sale.
need the bulls to come and start positioning again. i mean from almost RM10 to now below RM4.. almost 60% gone.. risk reward ratio looking much better. optics can be justified if the big Fish need to justify to their Investment Committee :P

this is looking like good set up to go in kaw2. sometimes, u hate when political uncertainty, other times, u thank God cos lousy politicians create excuse for Tenaga to DROP DROP DROP and give u sexy entry price. thank you Parliament :P

@finfreedomp yes I agree with ur observation. the world we are in is never binary ..1 or 0.. esp now, with crazy connectivity, VUCA, so many moving parts...
only fools view the world as either 1 or 0..either Covid ends and world is back to normal...
we must position to benefit from fragility..antifragile portfolio positioning...

even the reflation trade is not clear cut..
the best way to approach is you understand this is all a very fluid complex system.

seems like a good entry point. risk reward ratio

it's gonna fly.


TOKYO -- Japanese chipmaker Renesas Electronics on Thursday reported a 115% jump in operating profit in the January to June fiscal first half, as the company recovers from a debilitating fire at its main plant and capitalizes on strong demand for semiconductors worldwide.

Renesas's six-month operating profit came to 65.6 billion yen ($600 million), as sales increased 22% to 421.5 billion yen.

Renesas is a key chip supplier for Japanese automakers, including Toyota Motor and Honda Motor.

Aiyo. The Delta variant is so terror la. Scary la weh. Like this. I thought this is good news for TG holders, but what does money mean if friends and family all dead. Aiyo. So sad la weh

AIYO. CHINA CRAKCDOWN GAO2. DIE LA LIKE THIS. CONTAGION TO ALL ASIAN MARKETS. SHIT LA CO_mm-ie PARTY.

MOF should start taxing more the banks. baru la best :P

aemulus has started leading the pack. what will the future hold for us?

this will crash further below RM1. weak holders dont like this and they will sell at any sign of weakness. so yes. stay away la dulu. no turn around seen yet. takdak catalyst

girl wat happened. moving to rocket ke soon ahahaha :)

180 plus days already in a bear market for JFT since peak in Jan 2021. So how long do we think this is gonna be in this situation? 365 days? or 730 days? I mean I can wait ahahaha :P

time to kill all remaining shorties. push this back up to RM6 and let them die standing. short squeeze coming. Death unto Uhmerica and their shorties JPM

walaweh. waiting ony this one. fundamentals will finally catch up!

weh sudah 3.9. time to sellllllllllllllll.
lai lai selllll. make 4% in this market good wat. this is crazy time. risk to reward is 100 risk to 1 reward ratio. why hold when u can quick buck

i think for the bilis like me, better to check tenaga price once a week ony. then if cheap2 borong somemore like pasar borong selayang, if go up, just look2 and go back. do this every week. hihi.. rinse repeat till pencen ahahaha :P

Hibiscus is doing acquisition of Repsol assets, expected revenue in hundred million USD right from CY2022. with stable higher oil will we be rich?

confirm ady ke or only atuk talking? cos u know la atok talking2 lebih ony.
why dont we windfall tax to Uncle [V] Reborn Christian now Holy Man..
lolol! fani la