1 person likes this.

15 comment(s). Last comment by VenFx 2017-01-02 22:05


20,955 posts

Posted by speakup > 2016-12-29 12:09 | Report Abuse

game over already lar.


18,658 posts

Posted by Icon8888 > 2016-12-29 12:09 | Report Abuse

I believe the recent sell down is due to uncertainty caused by Trump

Trump claims he wants to tax US companies that import components from overseas. SAM is building a new plant in Penang to supply to Boeing. There are worries that it will be targeted by Trump


18,658 posts

Posted by Icon8888 > 2016-12-29 12:14 | Report Abuse

those Directors looked so confident and cocky in the annual reports. Now see how confident they are

Posted by Ming Jong Tey > 2016-12-29 12:29 | Report Abuse

lol...Thanks Icon8888. I guess the tariff hike planned by Trump will have further pressure to exporting based stocks in furniture, glove and electrical & electronic too...

Let's see what Trump comes up with after his inauguration on 20 Jan 2017.


159 posts

Posted by IBanker > 2016-12-29 12:51 | Report Abuse

Hi Icon8888,

What do u think about Pohuat? Pohuat WB seems undervalued with less than 2% premium. (I have read your articles, but would like to know ur latest feeling on pohuat). thank you icon.


18,658 posts

Posted by Icon8888 > 2016-12-29 12:58 | Report Abuse

pohuat WB is fantastic, but you need to take into consideration Trump factor


883 posts

Posted by Bizfuneng > 2016-12-29 13:10 | Report Abuse

Even is a concern on Trumpt's new tax policy but for aviation parts fabrication it nids a very lengthy and thorough qualification processes to qualify new fabricators. If this is d case shud there be a concern in short term say 2-2.5 yrs?


321 posts

Posted by tftey > 2016-12-29 17:10 | Report Abuse

The performance have been going down even before the Trump effect.


1,007 posts

Posted by SALAM > 2016-12-29 17:12 | Report Abuse

Sifu Icon, you already quite convinced that Trump protectionism would not be put to work come Jan 20th 2017, what's the worry then? Should buy when everyone is fearful ? or how ?


18,658 posts

Posted by Icon8888 > 2016-12-29 17:17 | Report Abuse

Play by ear lah. See how things evolve.


23 posts

Posted by jojojo716 > 2016-12-31 17:59 | Report Abuse

Ming Jong I like your analysis

Posted by Ming Jong Tey > 2016-12-31 22:48 | Report Abuse

Glad you enjoy it, @jojo716 :) Happy New Year!


21,473 posts

Posted by paperplane2016 > 2016-12-31 22:51 | Report Abuse

High probably


1,133 posts

Posted by valuelurker > 2017-01-02 21:45 |

Post removed.Why?


14,784 posts

Posted by VenFx > 2017-01-02 22:05 | Report Abuse

U get it totally wrong.

Protectionism is about at what cost u would take to make sure your target achieved or objectives to nail down on a certain period of time.
Things are always equally balance, u can protect something in the same time u lost some.
Btw, hope u get it.

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