Be the first to like this.

58 comment(s). Last comment by firehawk 2022-11-22 10:20

ahbah

6,053 posts

Posted by ahbah > 2022-09-29 21:01 | Report Abuse

I got so much PAIN from the mkt !

firehawk

4,769 posts

Posted by firehawk > 2022-09-30 08:30 | Report Abuse

The situation now is still far from that of Mar 2020, by then, people just threw at whatever price, very shocking ...... now, still no panic selling (force selling?), however, the selling still not ended ..... no sure whether a more shocking scenario is brewing .......

firehawk

4,769 posts

Posted by firehawk > 2022-10-01 22:09 | Report Abuse

Daily Trading Participation
As at 29 September 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 29.10% 467 616 -148
Local Institution 47.04% 937 814 123
Local Retail 23.87% 457 431 25
Total 100.00% 1,861 1,861 0

FF selling everyday ..... USD is appreciating and interest rate is rising

Tripaka

2,832 posts

Posted by Tripaka > 2022-10-02 14:59 | Report Abuse

Selling will end....end of the year.

ahbah

6,053 posts

Posted by ahbah > 2022-10-02 15:06 | Report Abuse

Fed Vice Chair Brainard says the Fed shouldn’t pull away from inflation fight ‘prematurely’

ahbah

6,053 posts

Posted by ahbah > 2022-10-02 15:07 | Report Abuse

Federal Reserve Vice Chair Lael Brainard said it’s imperative that the central bank not shrink from fighting inflation until the job is done.

Tobby

7,397 posts

Posted by Tobby > 2022-10-02 15:55 | Report Abuse

Fed is not fighting inflation! They are strengething dollar! It's part of enlightens game part! The whole world just got fooled!

Posted by GhostRider999 > 2022-10-02 19:03 | Report Abuse

Agreed with u Tobby. How true is the inflations rate that they told keep increasing every month. They just created havoz to the stock market to neutralised and reset it back so that the big player can buy and gain control back at much lower price. This is just a sentiment war. The recession will happen went the dollar is so strong and all other countries will suffer economically. And their objectives is almost achieved anytime soon..

ahbah

6,053 posts

Posted by ahbah > 2022-10-02 19:51 | Report Abuse

To fight inflation, interest rate must be higher than inflation rate ?

Posted by GhostRider999 > 2022-10-02 20:18 | Report Abuse

That is not the case. They will keep increasing the int rate until the inflation rate is reduce gradually. Bcoz, with int rate hike, it will reduce the consumer purchasing power and and balance back the market supply and demand. With high inflation rate, theoritically there is over demand than supplied in the market.

firehawk

4,769 posts

Posted by firehawk > 2022-10-03 00:02 | Report Abuse

Posted by ahbah > 3 hours ago | Report Abuse
To fight inflation, interest rate must be higher than inflation rate ?
~~~~~~~~~~~~~~~~~~~~~
This derived from the concept of real interest rate ........

A “real interest rate” is an interest rate that has been adjusted for inflation. To calculate a real interest rate, you subtract the inflation rate from the nominal interest rate. In mathematical terms we would phrase it this way: The real interest rate equals the nominal interest rate minus the inflation rate.

Real interest rate = Nominal interest rate - Inflation rate

Real interest rate affect value of money over time. Value of money becomes higher if real interest rate is +ve, value of money is diminishing over time if real interest rate is -ve ........ this affects the willingness of people to keep thier money or spend it ..........

ahbah

6,053 posts

Posted by ahbah > 2022-10-03 13:05 | Report Abuse

Printing new money got affect value of existing money ?

Where the new money come from ? from empty space in the sky ?

Junichiro

2,036 posts

Posted by Junichiro > 2022-10-03 15:16 | Report Abuse

The treasury arm of the government issues bonds to borrow money. Another arm of the government, The Central Bank, buys it and release the money to the government. This is quantity easing (QE). The value of the existing money should drop unless the nation's money is the reserve currency of trade (USD). In a way, it is money dropping from the sky.

Junichiro

2,036 posts

Posted by Junichiro > 2022-10-03 15:20 | Report Abuse

QE = quantitative easing

firehawk

4,769 posts

Posted by firehawk > 2022-10-03 22:34 | Report Abuse

Daily Trading Participation
As at 30 September 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 36.29% 652 736 -85
Local Institution 41.59% 847 744 103
Local Retail 22.12% 414 432 -19
Total 100.00% 1,913 1,913 0

Retailer also sell loh , only local institution buy ......

firehawk

4,769 posts

Posted by firehawk > 2022-10-03 23:19 | Report Abuse

Foreign shareholding in Bursa down to 13.6% in August, lowest on record
https://www.theedgemarkets.com/article/foreign-shareholding-bursa-down-136-august-lowest-record

firehawk

4,769 posts

Posted by firehawk > 2022-10-04 14:44 | Report Abuse

Posted by ahbah > 1 day ago | Report Abuse
Printing new money got affect value of existing money ?
Where the new money come from ? from empty space in the sky ?

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
I think you knew the answer :-)
They are suffering too, by printing too much money from the air .......

Although the CPI downed from 8.5% to 8.3%, the core CPI (exclusion of food and fuel) rose from 5.9% to 6.3% (mainly contributed by rents, cars, medical care services) which is more stubborn ...... some people think the Fed would stop the rate increment soon, like what happened in 2020, but this time, it won't be so easy ...... :-)


firehawk

4,769 posts

Posted by firehawk > 2022-10-05 00:03 | Report Abuse

Daily Trading Participation
As at 03 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 36.21% 468 581 -113
Local Institution 40.03% 632 528 103
Local Retail 23.76% 349 340 9
Total 100.00% 1,449 1,449 0

FF continues selling .....

firehawk

4,769 posts

Posted by firehawk > 2022-10-05 22:11 | Report Abuse

Daily Trading Participation
As at 04 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 25.18% 397 336 61
Local Institution 47.92% 679 715 -36
Local Retail 26.89% 379 404 -25
Total 100.00% 1,455 1,455 0

Open yr eye big big and see, FF is buying, both local inst. and retailers are selling :D

firehawk

4,769 posts

Posted by firehawk > 2022-10-06 23:04 | Report Abuse

Daily Trading Participation
As at 05 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 23.41% 369 437 -67
Local Institution 48.93% 892 792 100
Local Retail 27.66% 460 492 -32
Total 100.00% 1,721 1,721 0

FF resumed selling, retailers continue their selling .....

firehawk

4,769 posts

Posted by firehawk > 2022-10-10 22:25 | Report Abuse

Daily Trading Participation
As at 07 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 30.45% 365 508 -143
Local Institution 44.61% 708 572 136
Local Retail 24.93% 361 354 7
Total 100.00% 1,434 1,434 0

FF keep on selling ......

firehawk

4,769 posts

Posted by firehawk > 2022-10-11 15:38 | Report Abuse

GE brings a lot of uncertainties, another good reason for FF leaving ......

firehawk

4,769 posts

Posted by firehawk > 2022-10-13 08:39 | Report Abuse

Daily Trading Participation
As at 11 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 31.10% 509 648 -139
Local Institution 46.30% 900 821 79
Local Retail 22.59% 450 390 60
Total 100.00% 1,859 1,859 0

Retailers took the bargain opportunity to buy more ..... while FF sold more ......

firehawk

4,769 posts

Posted by firehawk > 2022-10-13 15:25 | Report Abuse

Tonight US CPI would be announced ..... :-)

Michael Kwok

6,057 posts

Posted by Michael Kwok > 2022-10-13 20:11 | Report Abuse

8.30-8.35pm malaysia time will announce cpi data 13/10/22 8.11pm

Michael Kwok

6,057 posts

Posted by Michael Kwok > 2022-10-13 20:53 | Report Abuse

Core inflation in us jump more thn expected.The main thing.the other slightly lower.so.2-3 percent drop started.not include bad news from reporting season...
13/10/23 8.52pm

firehawk

4,769 posts

Posted by firehawk > 2022-10-14 08:46 | Report Abuse

Daily Trading Participation
As at 12 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 28.00% 394 479 -84
Local Institution 48.66% 778 740 38
Local Retail 23.34% 387 341 46
Total 100.00% 1,559 1,559 0

FF continue selling ..... get back their USD?

firehawk

4,769 posts

Posted by firehawk > 2022-10-17 09:07 | Report Abuse

Daily Trading Participation
As at 14 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 27.18% 429 528 -99
Local Institution 49.17% 920 812 109
Local Retail 23.65% 412 421 -10
Total 100.00% 1,761 1,761 0

firehawk

4,769 posts

Posted by firehawk > 2022-10-17 09:12 | Report Abuse

Be careful with semiconductor ctrs that have investment in China, Biden imposes stern restrictions on the industries in China ......

ahbah

6,053 posts

Posted by ahbah > 2022-10-17 12:37 | Report Abuse

Who knows when the selling will end ?

BILLC

2,026 posts

Posted by BILLC > 2022-10-17 14:20 | Report Abuse

Warren buffet says buy when others are shivering,,,

Just enter don’t ask,,,,hahahaha,,,

Junichiro

2,036 posts

Posted by Junichiro > 2022-10-17 15:57 | Report Abuse

The selling will probably end when Fed is forced to do QE again. What happened in UK bond market could potentially happen in US as foreign governments holding huge chunks of T Bills are forced to sell in order to protect their local currencies.

firehawk

4,769 posts

Posted by firehawk > 2022-10-18 11:28 | Report Abuse

Daily Trading Participation
As at 17 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 24.78% 343 395 -53
Local Institution 47.79% 736 687 49
Local Retail 27.43% 410 406 4
Total 100.00% 1,489 1,489 0

FF still the net seller .....

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-10-18 13:19 | Report Abuse

Quality company
Buy value.

Is price below intrinsic value?
If yes, buy.

Sslee

4,614 posts

Posted by Sslee > 2022-10-18 15:08 | Report Abuse

Definition: Intrinsic value is the Present value of the investment of all the expected cash flow over the lifetime discounted at the appropriate discount rate.

Intrinsic value = (CF1/ (1+d)^1) + (CF2/(1+d)^2) + ----- +(CFn/(1+d)^n)

Where:
CF = Cash Flow in the Period
d = Discount rate
n = The period number
This Intrinsic value is actually a Discounted Cash Flow (DCF)
Example of intrinsic value of INSAS is then the Sum of DCF expected cash flow from varies business streams.
For INSAS assets rich case, it is my opinion that the liquid assets minus total liabilities should be added to this intrinsic value.

firehawk

4,769 posts

Posted by firehawk > 2022-10-18 16:18 | Report Abuse

Could insas be regarded as a value trap counter?

ahbah

6,053 posts

Posted by ahbah > 2022-10-18 16:20 | Report Abuse

The concept of intrinsic value is beyond the understanding of an ordinary investor lah.

It is so complicated n complex. A look at its formula is enough to send shiver down my spine !

brightsmart

3,784 posts

Posted by brightsmart > 2022-10-18 17:05 |

Post removed.Why?

firehawk

4,769 posts

Posted by firehawk > 2022-10-19 08:38 | Report Abuse

Daily Trading Participation
As at 18 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 27.55% 523 420 103
Local Institution 44.99% 716 824 -108
Local Retail 27.45% 473 467 6
Total 100.00% 1,711 1,711 0

Open yr eye big big and see, local institution is selling now ......

Posted by resolution666 > 2022-10-19 13:11 | Report Abuse

sell-off in stocks will end when uncle kyy buy call

firehawk

4,769 posts

Posted by firehawk > 2022-10-20 09:31 | Report Abuse

Daily Trading Participation
As at 19 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 27.99% 454 507 -53
Local Institution 46.64% 830 772 58
Local Retail 25.37% 433 438 -5
Total 100.00% 1,718 1,718 0

DickyMe2

1,509 posts

Posted by DickyMe2 > 2022-10-20 15:27 | Report Abuse

Investors should not hope for rebound until 2025!!
The entire decade is dramatic with many problems.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-10-20 15:44 | Report Abuse

>>>
Posted by firehawk > Oct 18, 2022 4:18 PM | Report Abuse

Could insas be regarded as a value trap counter?
>>>


Insas is an "undervalued" company by many measures. Low PE.
However, an undervalued company can remains undervalued for a long time, for various and obvious reasons.


Share prices adjusted for capital changes:
On 9th March 2007, Insas was RM 0.66 per share.
Today, 20.10.2022, Insas is RM 0.76 per share.

For many years, the shareholders did not receive dividends.
Its DY today is 5.3%.

One of the problems with investing in a not so good company is the opportunity cost. The opportunity cost of not investing into a good / great company that delivers high consistent returns over the long term is obviously very huge indeed.

firehawk

4,769 posts

Posted by firehawk > 2022-10-21 09:31 | Report Abuse

many value trap counters, osk, mulpha, icap .......

firehawk

4,769 posts

Posted by firehawk > 2022-10-21 09:32 | Report Abuse

Daily Trading Participation
As at 20 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 44.27% 1,107 1,191 -84
Local Institution 38.69% 1,065 944 121
Local Retail 17.04% 424 461 -37
Total 100.00% 2,596 2,596 0

Retailers also sold their holding yesterday .......

firehawk

4,769 posts

Posted by firehawk > 2022-10-25 09:55 | Report Abuse

Daily Trading Participation
As at 21 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 27.06% 418 398 21
Local Institution 48.88% 752 723 29
Local Retail 24.06% 338 388 -50
Total 100.00% 1,508 1,508 0

Retailer ---> the only net seller

firehawk

4,769 posts

Posted by firehawk > 2022-10-26 10:44 | Report Abuse

Daily Trading Participation
As at 25 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 27.91% 518 466 52
Local Institution 48.21% 842 858 -17
Local Retail 23.87% 403 438 -35
Total 100.00% 1,763 1,763 0

Open yr eyes big big and see, only FF was net buying ......

firehawk

4,769 posts

Posted by firehawk > 2022-10-27 15:19 | Report Abuse

Daily Trading Participation
As at 26 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 21.19% 422 340 82
Local Institution 50.27% 895 914 -19
Local Retail 28.55% 482 545 -63
Total 100.00% 1,800 1,800 0

FF becomes the only net buyer again ......

firehawk

4,769 posts

Posted by firehawk > 2022-10-28 14:47 | Report Abuse

Daily Trading Participation
As at 27 October 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 26.27% 554 429 125
Local Institution 47.19% 832 933 -101
Local Retail 26.54% 484 508 -24
Total 100.00% 1,870 1,870 0

firehawk

4,769 posts

Posted by firehawk > 2022-11-22 10:20 | Report Abuse

Daily Trading Participation
As at 21 November 2022

Participation Participation % Bought (RM Mil) Sold (RM Mil) Net (RM Mil)
Foreign 22.37% 476 643 -168
Local Institution 48.67% 1,207 1,228 -22
Local Retail 28.97% 819 630 189
Total 100.00% 2,502 2,502 0

Yesterday, the day after the GE, FF and local institution were selling ... retailers was sole buyer.

Post a Comment
Market Buzz