sold and bought back cos i wanna have a better cost ahaha :P

anywy, if you loved JAG when copper was USD2.6/lbs (June 2020), you would love JAG more when copper is at USD4.5/lbs (now). both times price of JAG same ahaha.

but my worst case is ~60% down from peak of 53sen but my likelihood maybe 20% la. (asset class wise, what else global capital gonna flow into to play the inflation theme?)

yes crude going up but how many here brave. most of you guys scared pansies. hold only few days wanna make quick bucks. we know commodities play never smooth upwards. shock shock type but you all jenis get 10 to 15% suddenly all queue order wanna sell as if la the world is not going to recover from the covid and no plane will ever fly again. too many of these type of traders make the price discovery so noisy. lousy!

fall fall fall non stop die la like this :(

Oh damn I spoke too soon. Sale is coming on Monday weh. All kena lockdown. Damn.

Crazy weh Biden is pushing thru 6 trillion dollar US budget. Position yourself well people

buy and just close eyes la this one. bad news all priced in ady. dont think will come down below 9.5 . gone ady the opportunity to buy cheap

people were holding back thinking mco 3.0 will be like mco 1.0
no way la Gomen will allow! die die also cannot force biz to close. (in case you don't notice, Gomen now under MOF no money..they need every tax dollar from biz)
so stop dreaming it will come down to March 2020 price of less than 9.5.

also, one more thing, if you just play few thousand shares, dont perasan la 10 sen or 20 sen can make any difference. unless you buy at one go million2 then can la perasan 10sen also wanna count count.

itu org putih call it: pennywise pound foolish

the way i look at it, gloves ni like insurance policy. let's face it after this there will be pandemics because globalisation, maybe 5 years from now. so just treat it like insurance one. because insurance you dont buy when shit ady hit the fan.
that said, dont put too much la into insurance lol... buy when price gao2 low ok lorr. (and forget abt it)

Walaweh. Rocketttttt

guys, are you sure the impending rate hikes wont slaughter all of us in REITs?
markets all jatuh last week cos of FOMC minutes...how ah? scary weh

overnight US is up cos of better than expected jobs news. some growth proxy like SEA Ltd shot up 8% a day. crazy. let's see how

Klcc is so gonna fall gao2. Cases reaching 10k soon. I'm not surprised if Klcc closed 1 quarter this year no rental. Die

BTC just crashed weh. Repeat of 2020 again. Except now, cases 6k a day soon 10k, forced to go work, got vaccine oso useless. Afrika la India la variants. God save us all..

wedge forming. lets see how. Raya sale already closing hehe

aiyo. double edged sword la exposure to REIT. one is the income, the other is valuation.
income is affected by closure..
valuation is even scarier; there is a real risk that in the next 12 to 24 months, when the US Fed start a bout of tightening, confirm gao2 collapse global REITs like in 2013 taper tantrum drama.
so now wanna go big big also think 10 times. urgh

weh bullmarket1628, you up so early 5:56am aiyo. bangun pagi str8 thinking about money isit! ahahaha..
anyways yes, hibiscus is one of the better positioned one from the coming upcycle...
good capital mgmt and cost structure compared to other lousy OnG counters. huat chai! coming soooon :)

walaweh. lousy la this counter. now 6.79..maybe time to start dumping la. waste of time ....wait wait oso nothing happen. dumb2.

new CEO better make sure KLCC better. otherwise, return la capital to shareholders. discount to NTA what the???
why bother ICONIC BUILDING. lousy!
Axis, IGB, Pavi, all trading premium to NTA!!! urgh

AIYO... non stop ini falling knife :((
dont la fall ..stop selling people.........sad la like this die standing

wont be surprised if cross down to 38/37 sen be EOB today

Might go down a bit more as the squeeze in global Semis is no longer just pushing prices of semis up but may disrupt value chain. However, once supply and demand more balanced, will definitely go up. Question is: u wanna wait or not? And how long.

weh. Raya sale coming. Thank you Tenaga, TQ everyone. we can start ady hihi

so bad la this gomen using super arbitrary 24 hours notice close lidat.
dunno la. what will happen to retail REITs. all koyak like this.
economy in 2021 will be worse than 2020 if they open close open close like fridge door.
Neelofa go Langkawi, go buy karpet, never want to slap that bith. now when cases everywhere, baru wanna close the whole world.

too late, rice oso become porridge.

mco or not, dont fight ok. this girl wanna fall, so we make sad story so she can come down first. (market must acting also, kenot be rational 247..must oversold sometimes)

so come down la tenaga. maybe we need to call CEO of KWAP to sell this sad scary story so KWAP sell more..sell a a bit more 10 mil share ke..then ok we all happy

Gold price are set to break out in a sustained rally. This should benefit PK. But, it wont necessarily go up like all the copper/ base metals stocks. May be slow slow and then suddenly when people don't care, boom melt people's faces. til then, HODL.

Anyway, PM miners are seeing strong balance sheet and Income statements despite languishing prices in Q1 21. NEM, Barrick all doing well. if can go up near 2k, we kenyang la

lousy leh KLCC. 6.9 to 7 then 6.9 again.
actually, dont buy anything above 6.92. when its 6.9 buy. so easy la to guess this stock. bosan..

walaweh. this girl Tenaga ikut script one. vely good. muaxxx

yes pretty girl leng lui start falling ady. 9.90...tomolo fall la moree....9.4 kemon baby girl ...KL oso MCO wat u wanna do. just drop and come to daddy :P

weh Jenek Yellen say interest rate should go up... why Tenaga still dont fall. kemon Tenaga, who are u to fight Jenek Yellen? Fall la honey. 9.6 kemon

Chip Shortage is not finished weh

"There remains the potential for impact later this year," Caterpillar CEO Jim Umpleby said on an earnings call Thursday. Production shortfalls induced by a tight supply chain "might impact our ability to fully meet improving customer demand," Umpleby said.

As auto production stalled during the pandemic, the global automotive semiconductor market declined roughly 20% to $33.3 billion in 2020, according to IHS Markit. The resulting chip shortage has now frustrated plans to ramp up auto output.

Outlooks from chip companies are mixed. While Qualcomm of the U.S. foresees a significant improvement in supplies by year-end, Dutch peer NXP Semiconductors says the crunch will last throughout the year.


One result of this chaos is that the already fierce competition in the tech industry has grown even more cutthroat.

"We are telling our suppliers not to give chips to the smaller competitors, and that we will pay higher prices to secure more chips and components. ... I am sure my competitors are saying the same thing to the suppliers," a computer industry executive told Nikkei Asia. "

walaweh, 10 ringek sudah bocor ..if berani, come la to RM9.6 Tenaga liao. we meet at RM9.6 promise i kiss you never let go baby ahahaha

walaweh. this Alex Loh talk c*ck, pigs oso can fly.
"SC Estate Builder Bhd plans to invest between RM9 bil and RM13.5 bil in 10 years as it is gearing into the renewable energy (RE) business in Malaysia particularly in solar power plants and solar power on the roof"
you think money can go to your auntie at Bank Negara, chop2 suddenly got RM9billion issit?
Who gonna give to you capital?
Cash ony got RM1.36mil in bank, receivables tak kutip RM15 mil, oso wanna dream like elon musk.
wanna talk, we also can talk what...

if true coal is big impact, why still struggle to fall below 10?

this counter is not gonna dip below 10 for long because traders now all sexcited about Tenaga. (yield is even better than REITs and all at this price)

I honestly hope it goes back to 9.5 or even less so i can go gao2..
but hope je la.. difficult la

OMG why go up so much in 1 day weh. my warrants make me wanna cry so sweet
thank you everyone

Because with hindsight everyone is a Professor in 100 Baggerism. Bahahahaha. Jual2 buku ni u know la a lot of BS.

yeehaa masuk ady dividends. suddenly feel happy anak dara tua can still squid. :P
anyway, tenaga despite no tenaga slow2 kayuh still ok la can give u the big O every year... asyik O O also penat wooo.
just like in a marriage la..long term considerations > short term squidtrtt.
all the best :)

1. Dividend: if u use brokers like rakuten, dont expect today because it is a nominees accounts broker not direct broker. it will come but later a bit la... (pay cheap broking have to wait...)
2. Lets wait below 10 slow2 we sapu wallop la. Tenaga what.. Anak dara tua but OK la... sexy anak dara all gone US ady (Grab dont want listing Msia or Asia...hot stuff want lao ye gwailo...)

3 months now you have been asleep darling JFTECH.
Time to wake up soon honey. You tried and tried to break below 1.2 but the market wont allow you to. rest and rise like Phoenix soon bubba!

lousy la arank. so slow. mother of all aluminom si Press Metal aldy soar soar soar like rocket to Moon, even though market cap 30 billion move tp 40. This one, not ony small, also cannot pancut. useless :(

15 ringek too expensive for poor people like me...if less is ok sikit la...
i dont have many ringek left... :(

below 80 cents cannot tahan ady terus spike 10% in one day...lai lai lai to the moon rocket!!!!!

Walaweh. Chile close border. Copper price sky rocket.

Let's go visit moon together. Hihi

bila mau split? cannot afford la weh so expensive like now..Mr Afzal, quick quick quick please.

No bonus, but if management wanna reward small holders and create excitement, they should do la some bonus issue. No effect also to them.. but reward the small people like us makan gaji ony sampai tua oso tak kaya2.

Ok somebody call TS Chairman Bursa, ask him to whisper to Tenaga to do some corporate exercise to create more excitement in Bursa Malaysia please...

RM10 so expensive la wanna collect....

Actually, I think the yuppies running Solarvest are quite in tune with the current thematics of the investing world. However, they must be able to sell themselves to the wider external Fund Managers like Norges and all using all these ESG terms to show they are sexy .

If you sexy but just stay at home, never go out Bukit Bintang, never make up, who going to buy oso? Please Mgmt be more savvy on this front.. TQ

@pjseow I am so drawn by your comments on geopolitics and how Msia is really stuck in the middle. I think our Govt must be smart to ensure we also appear neutral and friendly to both. we are pelandok. dua gajah fighting2 we die..

but yes, since seeing TopGlove clamoring for life for the past few months because of what seems to be politically motivated (tho on an implicit level), sometimes i feel pening oso dunno what is a safe haven asset for Malaysians...
with inflation and all, pening where to park money..

walaweh. Tan Sri bought 4 million shares!! dont play2 ahahaha. follow Tan Sri...4 mil x 4.4 ringit= 16 juta wallop just on the market lidat. hihi

BJ Food last time was a bit lousy as an investment because holding so many lousy brand like KR. (who eats KR anymore? Got so many thing also like Nandoz and all)

Now better. Good portfolio management at the Corporate level is good. Stabask Malansia now ok la. Good lifestyle product, good cost management after Kofit and now hopefully with Mr International at Group level, we alls go up up up.

888888
thank you Tan Sri...66% ady, why dont just cross 75% hihihi :P

macro tailwinds soooo huge, anyone read about Malaysia being a major green/ scrap copper supplier to China? with EV, AI and all green things, JAG can be HODL play.

add to that the S-curve wealth argument that as ~4 billion more humans become middle income (mostly Asians..can refer research paper from Brookings Institute), consumption pattern will change significantly, towards more commodities intensive style..

let's capture this value together :)

bottom ady i think 1.2... anything below 1.20 can sapu gao2 ady.
2018 the last semi bear market, cycle down everything bad, lost 50% oso, after that only way was up up up.

now from recent ATH, around there oso.
and the fundamentals are strong, macro trend here everything also good: Green, EV, AI, Big Data... apa lagi investors mau??

walaweh. 1 pic of CU and boom rocket. cannot wait for moreeee :)