Posted by Seek > 2021-04-20 14:07 | Report Abuse

Thanks Ben for the info data.

Posted by dusti > 2021-04-20 15:41 | Report Abuse

BEN , YOU DO WELL COMPILING NUMBERS, BUT IT IS TIME YOU STEP UP, BRAVELY, YOUR PERSONAL VIEWS ON ALL SORTS OF MATTERS. CHEERS

Posted by Ben Tan > 2021-04-20 15:47 | Report Abuse

Seek, dusti, thank you for your comments.

dusti, giving publicly explicit personal views on investment-related matters may be seen as investment advice or market manipulation, so I would prefer avoid the trouble associated with that. If I see something useful or share-worthy, I would share it though, so that everyone could make their own decisions. Numbers are harder to question, especially when they come from third-party sources and are not opinion-based.

Posted by etct70 > 2021-04-20 18:27 | Report Abuse

ben...very helpful sharing, tq

Posted by Wiser114411 > 2021-04-20 21:49 | Report Abuse

https://www.theedgemarkets.com/article/kossan-earnings-top-rm1b-first-time-latest-1q-results-covid19-demand?type=corporate

Posted by speakup > 2021-04-20 22:27 | Report Abuse

https://klse.i3investor.com/blogs/koonyewyinblog/2021-04-20-story-h1563423706-Glove_supply_exceeds_demand_Koon_Yew_Yin.jsp

so how?

Posted by Anthem2 > 2021-04-20 23:07 | Report Abuse

Time to buy!

Posted by Shanjing777 > 2021-04-21 04:17 | Report Abuse

Time to HOLD

Posted by zzzz52 > 2021-04-21 12:09 | Report Abuse

Thanks again Ben for the continuous effort. Much appreciated.

Posted by assismanj > 2021-04-21 12:15 | Report Abuse

Greta stuff. always enjoy your informative write-up on the glove sector.

Posted by banu3119 > 2021-04-21 22:48 | Report Abuse

What about the dpharm shares

Posted by ezmoney > 2021-04-22 03:54 | Report Abuse

Hi ben, could you share how can we find the top 10 buy/sell information?

Posted by speakup > 2021-04-22 10:18 | Report Abuse

OSLO (April 21): The pandemic is be-coming less dominant in the markets and other risks, such as inflation and a stock market correction, are rising, as vaccines fuel optimism and recovery, a top official at Norway’s US$1.3 trillion wealth fund said on Wednesday.On the basis of strong stock markets, driven by the finance and energy sectors, the world’s largest wealth fund on Wednes-day reported earnings of US$46 billion between January and March, a 4% return on investment that beat its own bench-mark index.“I would still put it (the pandemic) as one of the top three risks, absolutely, at this stage. We are seeing a slightly more balanced risk picture because there is more optimism now for growth and inflation,” chief executive officer Trond Grande told Reuters after the first-quarter results.While stocks earned a return of 6.6% for the fund, the fixed income portfolio had a rare loss of 3.2%, as interest rates rose substantially after a prolonged slide.“What you are seeing are some signs of some build-up of some inflation here and there, at least on the materials and raw materials side,” he said.“If that translates into inflation more broadly, I think you could see interest rates rising further,” he said adding that he had been a “little surprised” by the strength of the equity markets over the past year.“There will be at some point a correc-tion. We just need to be prepared for it,” he said, declining to say when he expected it.The fund invests the Norwegian state’s revenues from oil and gas production into 9,100 companies worldwide, owning 1.4% of all listed shares globally. It also invests in bonds, property, and since this month it has invested in green infrastructure.Its investment comprises 73.1% in eq-uities, 2.5% in unlisted real estate, and 24.5% in fixed income.

Posted by Ben Tan > 2021-04-22 16:36 | Report Abuse

etct70, Wiser114411, speakup, Anthem2, Shanjing777, zzzz52, assismanj, banu3119, ezmoney, thank you for your comments.

ezmoney, CIMB shares an updated report every week on fund flows.

speakup, I have been considering writing a detailed post on inflation. I'll try to get that done soon.

Posted by witan > 2021-06-13 10:15 | Report Abuse

Hi Ben. There is some conflicting data between yours and CIMB as shown in here:

https://www.theedgemarkets.com/article/cgscimb-retail-investors-turned-weekly-net-seller-first-time-year

CIMB mentioned that local retail fund flows showed Public Bank Bhd as the largest net buy stock year-to-date (YTD) while the largest net sell was Genting Bhd. While in your data above it shows the other way around, mind to explain?

Posted by Ben Tan > 2021-06-13 12:56 | Report Abuse

witan, thank you for your comment.

Please note that this article was written on 20 April 2021.

Posted by witan > 2021-06-15 20:43 | Report Abuse

Thanks for your reply Ben. But again the difference between your report and CIMB (dated 17 May) is less than a month.
Dont tell me within a month the retail fund switch position of net sell of PBB 1.575billion to highest net buy for PBB, I find it very unlikely.

Unless the domestic institutional investors u mentioned above doesnt include EPF

Posted by Ben Tan > 2021-06-16 12:10 | Report Abuse

witan, presented data is from CGS-CIMB's report dated 20 April 2021, it is not my data. This is specified in the original post itself.