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
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.
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.
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?
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 ?
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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Posted by speakup > 2016-12-29 12:09 | Report Abuse
game over already lar.