Posted by JettLeong > 2022-11-17 10:16 | Report Abuse

On the other hand, I am still waiting for certain cheap price to collect. Hehe

Posted by BarrettTeo > 2022-11-17 12:12 | Report Abuse

More cheap cheap de price pls

Posted by JettLeong > 2022-11-21 10:20 | Report Abuse

Quite strong movement MPI shows..

Posted by JettLeong > 2022-11-23 10:44 | Report Abuse

Wow. Semiconductor index up 3%

https://www.marketwatch.com/investing/index/sox

Posted by monetary > 2022-11-24 11:14 | Report Abuse

Political unrest plus qr bomb but price still stable. Add some.

Posted by newbie2y > 2022-11-24 17:41 | Report Abuse

for those who are interested with mpi's analysts briefing:-
https://mpind.my/wp-content/uploads/2022/11/MPI-Detailed-investor-presentation-Q1-FY23.pdf

Posted by JettLeong > 2022-11-25 10:43 | Report Abuse

Thought can collect some at discounted price after MPI announced poor Q3 results...

Posted by James_Bond > 2022-11-27 08:29 | Report Abuse

https://amp.theguardian.com/world/2022/nov/24/china-imposes-new-lockdowns-as-local-covid-cases-hit-record-high

Posted by James_Bond > 2022-11-27 08:33 | Report Abuse

Lucky I hv sold 90% of my mpi shares. Will continue to dispose mpi next week.

Posted by JettLeong > 2022-11-29 09:47 | Report Abuse

Good. Still have chance to wait for discounted price to collect

Posted by James_Bond > 2022-11-30 19:38 | Report Abuse

Sold all… thank you very much…

Posted by James_Bond > 2022-12-01 09:02 | Report Abuse

Moving all my MPI fund to Genting Berhad… Cheers…

Posted by JettLeong > 2022-12-01 09:48 | Report Abuse

FED will slow down the pace of rate hike. Good news for tech counters

https://www.reuters.com/markets/us/feds-powell-rate-hike-slowdown-possible-next-month-inflation-fight-far-over-2022-11-30/

Posted by monetary > 2022-12-01 11:34 | Report Abuse

Moving 2mil yen doesn't have to declare. Kikiki... night is still toooooooo young.

Posted by investor2021trading > 2022-12-01 15:20 | Report Abuse

boom pipi!

Posted by amateurJR > 2022-12-01 17:05 | Report Abuse

pang sure boh? haha

Posted by BarrettTeo > 2022-12-02 11:49 | Report Abuse

Wish to average more at RM25 there...

Posted by wallstreetrookieNEW > 2022-12-08 07:39 | Report Abuse

Alright pang72.

Posted by wallstreetrookieNEW > 2022-12-08 07:42 | Report Abuse

Buy on weakness. MPI is good for a short-term technical trade (1-2 months). The only fear is if Russia suddenly drops a bomb on Ukraine or between China and Taiwan. Geopolitics will be a huge theme in 2023.

Semiconductor industry has been militarised. Countries are boosting semiconductor manufacturing capabilities as a means to improve their bargaining power on the international stage. The growth pace of the semiconductor industry is expected to slow, as companies downgrade FY23 earnings guidance, earning estimates by analysts come down 15% - 20% by 2H23' and amid a high interest-rate environment.
Semiconductor companies remain an integral part of any value investor. It is the same as investing in Oil and Gas during 2018. Expect some small rebounds but don't expect to be rich like investing in Google. That will not happen anymore.

Posted by wallstreetrookieNEW > 2022-12-08 07:49 | Report Abuse

If you have kids, ask them to go study electrical engineering and work in semiconductor. Intel is paying RM5k including bonus for their fresh grads. Applied Materials in Bayan Lepas, Penang paying RM3.5k. Lam Research around RM4k.
Doctor/lawyer cannot make money anymore haha. Or become prop trader/ECM like pang72. You ask pang72 how much he earn as a trader.

Posted by wallstreetrookieNEW > 2022-12-08 07:50 | Report Abuse

Nowadays traders also don't make a lot of money. High turnover. Look at CGS-CIMB and Kenanga prop traders. A lot left and new people came in. After a few months, they will all leave again.

Posted by wallstreetrookieNEW > 2022-12-08 07:51 | Report Abuse

Remember that countries need chips for their weapon also. Chips are not just found in iPads or smartphones. Which explains why semiconductor companies have not even crashed despite the recent rout in FAANG and big tech.
I am definitely still bullish on MPI despite the challenging macro environment.

Posted by wallstreetrookieNEW > 2022-12-08 08:40 | Report Abuse

Trading Buy

Posted by wallstreetrookieNEW > 2022-12-08 08:54 | Report Abuse

Putin yesterday mentioned "Nuclear weapon". Very scary times we live in.

Posted by BarrettTeo > 2022-12-08 12:45 | Report Abuse

Can wait for more discounted price I think

Posted by bang_miskin > 2022-12-13 10:42 | Report Abuse

huh did not expect MPI to breach 30...lol, at least still holding some....

Posted by BarrettTeo > 2022-12-13 17:21 | Report Abuse

Of course. MPI is on the right track for future trend

Posted by Endgame > 2022-12-13 21:22 | Report Abuse

Heard customer now start reduced stock by reduced order, be careful...china also press down the asp

Posted by BarrettTeo > 2022-12-14 15:58 | Report Abuse

Still have FOMC press conference midnight

Posted by anthonytkh > 2022-12-14 16:00 | Report Abuse

For a minute there I misread Barret’s post as FOMO press conference midnight, haha

Posted by JettLeong > 2022-12-15 18:26 | Report Abuse

LOL. 'Fear of missing out' topic does need a serious conference. haha

Posted by BarrettTeo > 2022-12-16 14:50 | Report Abuse

This MPI is strong, it doesn't follow most of tech counters drop due to US FED rate hike

Posted by JettLeong > 2022-12-19 18:27 | Report Abuse

Regret didn't add more when it's at RM25 there...

Posted by JettLeong > 2022-12-20 15:35 | Report Abuse

got window dressing for this counter?

Posted by JettLeong > 2022-12-22 14:58 | Report Abuse

No window dressing for this company I guess...

Posted by JettLeong > 2022-12-23 13:26 | Report Abuse

Took profit for Xmas celebration

Posted by JettLeong > 2022-12-28 15:46 | Report Abuse

Preparing bullet to hentam when it drop to RM25 again. hehe

Posted by trickskipper > 2022-12-31 06:39 | Report Abuse

Hell all. Someone can explain why its price drop so much since Jan ? I see his QR not really bad . Just notice this counter

Posted by BarrettTeo > 2023-01-04 15:41 | Report Abuse

@trickskipper. Affected by macroeconomic indicators of recession I guess

Posted by tahansan > 2023-01-05 14:46 | Report Abuse

电动车相关订单在增加, 中国产房复工, PE 17.95有点低吧..

Posted by BarrettTeo > 2023-01-05 16:20 | Report Abuse

Cross RM30 again... need to wait again for MPI to slid to RM25...

Posted by Valuvestor > 2023-01-06 12:54 | Report Abuse

Samsung is seeing a significant slump in sales. See https://www.bbc.com/news/business-64182874

The integrated circuit business goes boom-bust-boom-bust. In part, it is because setting up a production line is very expensive, but once the production line is set up, incremental production is relatively cheap.

I should think a bust is coming. I urge caution.

Posted by bang_miskin > 2023-01-06 15:55 | Report Abuse

Was RM25 a few months ago. Please wait for the next cycle :P

Posted by BarrettTeo > 2023-01-09 14:46 | Report Abuse

Yupe. Need to collect more if it drops to RM25 again...

Posted by PROFIT2020 > 2023-01-09 15:41 | Report Abuse

Revisit RM50?

Posted by investor2021trading > 2023-01-11 07:42 | Report Abuse

China's photonic based chips will overtake d global silicon base chips!

Posted by BarrettTeo > 2023-01-11 16:10 | Report Abuse

Nice speech from Powell yesterday. Most markets go up today

Posted by gooman > 2023-01-11 18:42 | Report Abuse

Global Funds Bolster China Forays as Market Outlook Brightens
Approvals accelerated near year end after Party congress
China’s policy shifts have lifted investor sentiment this year
https://www.bloomberg.com/news/articles/2023-01-11/global-funds-bolster-china-forays-as-market-outlook-brightens?leadSource=uverify%20wall

Posted by gooman > 2023-01-11 19:43 | Report Abuse

China has a $143bn semiconductor plan to beat US chip sanctions

Beijing is ready to pump cash into its chip industry to boost manufacturing capabilities and hit back against Washington's sanctions
https://flipboard.com/topic/beijing/-/a--A-rUisqQAOjCd86lsQTuw%3Aa%3A3553223609-%2F0?format=amp

Posted by BarrettTeo > 2023-01-13 15:31 | Report Abuse

Nvr mind. Still can enjoy CNY even though didn't buy much when it dropped RM25 there