Ultra rich valuation of Bursa Technology companies in comparison to the world players like Amkor and Teradyne. Bursa OSAT companies are fetching PER 35x and ATE fly to PER exceeding 50x.
From borrowing non stop from Usd6 Trillions to Usd28 Trillions This Printed Fiat(fake) money not backed by gold is pumped into the economy of USA to inflate the World's Biggest Debt Time Bomb and by proxy inflated the Tech Bubble like no other
The Tulip Bubble sucked in monies from traders, speculators, gamblers, land owners, merchants and what not until....
Until?
Until the last fool bought at the peak of peak and then....
Then the Tulip Bubble bursted!!!
This mania was in Holland
Today people still go to holland of bubbles and speculation
Actually right here on our own home tuff there were some "tulipmania" like Jaks pumped to Rm1.90, Sendai (Rm1.60), Dayang (Rm3.06) and Hengyuan (Rm19.00)
Do not simply panic...when taper mode loh....bcos the tapering will be gradual....as right now the short term interest rates now are ridiculous low for example 1 month 0.08% pa mah!
Only when 1 month interest of USA normalise to say 1.0% pa....then extreme caution should be exercise mah!
How far can Apple & Microsoft go? Apple & Microsoft QR have started moved into higher base since Fourth Qtr 2020. It would deliver good QR in coming Qtr. What about next?
Cincai people like mahsing with no previous glove experience can set up gloves production & become one of top gloves producer in msia within 6 mths loh! Thus u can expect a glut in future gloves mkt loh!
In technology...u cannot do that...there are huge barrier of entry..in terms of technology knowhow mah!
Lu tau boh ?
Posted by treasurehunt > Aug 14, 2021 12:11 PM | Report Abuse
Talking so much about earnings peak in glove sector in last 6 months. Earnings peak of Nesdaq companies in next 6 months.
High bearer of entry in Technology sector but the sector is encountering serious shortage wafer supply. It takes more than 2 years to build extra capacity. How on earth technology companies able to increase robust turnover and earnings in year 2022?
Thats why big prospect bcos of big demand & wafer shortage....very big existing back log orders to fulfil mah!
Posted by treasurehunt > Aug 14, 2021 12:39 PM | Report Abuse
High bearer of entry in Technology sector but the sector is encountering serious shortage wafer supply. It takes more than 2 years to build extra capacity. How on earth technology companies able to increase robust turnover and earnings in year 2022?
No extra capacity, that would mean consumers electronic companies like Apple's turnover and earnings peaking in 6 months.
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Posted by greedy44444 > 2021-08-13 23:04 | Report Abuse
Yes ! Sell all tech stocks and buy plantation stocks.