Hi KC, maybe you could share a few more articles on cyclical stocks, such as electronic & semi conductor.
For a few cyclical stocks that were priced more than RM10 in the past such as Unisem and MPI, it is worthwhile to study if they could again reach or surpass their peak price in the past, giving that the major shareholders remain same and not much change in term of management style.
The cyclical stocks though extremely volatile in terms of price and financial performance, yet once grab the right chance/wave/theme, the return of these stocks are 10x faster than the dividend stocks.
Hi KC, maybe you could share a few more articles on cyclical stocks, such as electronic & semi conductor.
For a few cyclical stocks that were priced more than RM10 in the past such as Unisem and MPI, it is worthwhile to study if they could again reach or surpass their peak price in the past, giving that the major shareholders remain same and not much change in term of management style.
The cyclical stocks though extremely volatile in terms of price and financial performance, yet once grab the right chance/wave/theme, the return of these stocks are 10x faster than the dividend stocks.
The price of Unisem and MPI and other technology stocks went up to tens of Ringgit a piece during the Dotcom euphoria.
Those were the days of unreasonable overvaluation which is happening in Shanghai Stock Exchange recently, but I doubt it would happen again in Bursa.
Well may be i shouldn't say it won't, but i don't know when if ever because this involves pure human behaviour, less to do with business cycle and valuation.
i think the second lv thinking would be material cost will get pricey, since ringgit so weak, loggers would rather export logs than source it to local manufacturer.
kcchongnz ---- in all this cyclical stocks you had mention.. which one is your top pick at the moment?????????? the very strong one still on uptrend.. just pick one, is it latitude or VS or others?? thanks
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Probability
14,490 posts
Posted by Probability > 2015-07-19 17:56 | Report Abuse
guess considering cyclical nature of certain business...
property stocks may be a good buy now