Posted by laychee > 2020-11-02 17:26 | Report Abuse

While in Malaysia, windfall tax is very possible at this moment that could cause glove stock to plunge until Friday maybe even next Monday.

If glove stocks plunged, all other PPE counters will follow.

Vaccine counters will be good as there will be a special budget for vaccine which is also the main topic of this budget and anyone who opposes this budget will be boycotted by voters in GE15.

Green energy and 5G related counters will be good too.

Posted by laychee > 2020-11-03 10:38 | Report Abuse

Out of my expectation, i3 folks here expected a Biden victory. That PPE counters to surge today.

Biden fared even poorer than Hillary in some states in 2016.

Like I said don't believe in polls.

Polls are good to predict a Republican win and poor in predicting a democrat win as Republicans are more conservative and refuse to participate in polls.

Posted by apalumau > 2020-11-03 15:25 | Report Abuse

@4453.老兄，这两天行情逆转看好老狼喔...........

Posted by apalumau > 2020-11-03 15:55 | Report Abuse

@4453. 老狼有一大批白皮狼热棒，黑手党难道见一个杀一个吗？

Posted by apalumau > 2020-11-03 15:58 | Report Abuse

@4453. 老狼胜出，大不了黑手党就用本地地下厂那一招，开红字，赢一块赔一毛咯！

Posted by apalumau > 2020-11-03 17:10 | Report Abuse

@4453. 其实赌什么都是一样的，要跟大盘走，消息这把戏，很多时候都是坑人的！

Posted by apalumau > 2020-11-03 17:21 | Report Abuse

@4453.以前世界杯决赛，西班牙对荷兰，西班牙盘口大热。西班牙放平半，赢0.92，输足，; 放半粒，赢足，输0.92。赌徒一定在想，1比0就拿钱了，打和才输半注。肯定放啦！
卜基问我，西班牙要多少？我说就拿荷兰吧，吃半粒。
当天凌晨看决赛，90分钟看到差点睡着了。正赛0比0，西班牙加时1比0棒杯！
正赛就收钱了。嘻嘻嘻.........

Posted by apalumau > 2020-11-03 17:28 | Report Abuse

@4453.听说足球赛，如果两队都配合演戏，两边都有钱进袋的。球队赢，庄家赢，谁输呀？？？

Posted by apalumau > 2020-11-03 17:29 | Report Abuse

@4453.是不是跟股票很像呢？大鱼赢，投行赢，谁输呢？？？！！！

Posted by apalumau > 2020-11-03 17:48 | Report Abuse

@4453.我刚好相反，初赛输钱，进了8强后，赢到乱。

Posted by apalumau > 2020-11-03 17:57 | Report Abuse

@4453. 再分享一场赛事。德甲赛事，沙尔克04对费伦保。
沙尔克放一粒。比赛进行到88分钟，沙尔克3比0遥遥领先。第89分钟，有人往边裁判对了一个罐子，边裁判倒地晕了。主裁判马上中止比赛，救护车来救援。之后主裁判宣布停止赛事。
隔天，有个赌徒带着一家大小到酒楼吃点心，然后去跟卜基收钱。卜基说，你没输，也没赢，因为比赛还没结束！
点心白吃了，不是.......是自己请家人吃！！！

Posted by apalumau > 2020-11-03 18:39 | Report Abuse

@4453. 是不是跟买卖股票一样？？？啊呀.......买几块钱万字就好啦，输了当掉了，问题不大！！！哈哈哈哈哈.........

Posted by 2021money > 2020-11-05 12:38 | Report Abuse

要钱就快买Vivocom 我老板讲的买了收高着先别卖

Posted by 2021money > 2020-11-05 12:39 | Report Abuse

我们全都0.5收到现在，就是等老板叫卖

Posted by BigPro > 2020-11-05 13:38 | Report Abuse

UEMS already moving up.. 0.415 and ECOWLD must follow

Posted by Bennychua007 > 2020-11-05 15:55 | Report Abuse

Still boring ,wait ba

Posted by Bennychua007 > 2020-11-05 16:19 | Report Abuse

No one wants push this stupid counter

Posted by laychee > 2020-11-05 16:35 | Report Abuse

Yes, all shareholders here are rich, drop to 0 also never mind.

Posted by bahai4453 > 2020-11-06 01:00 | Report Abuse

If bosses don't want to pump it higher, what the shareholders can do ? These are the most screwed up bosses I ever came across where they can do.buying back to pump up prices .But they don't!
Luckily, I no more a minor investor here....Hahahaha.


You know what our PM said : I will make Malaysian great ! Support me and fight for me.
05/11/2020 8:56 PM

Posted by Jeffreyteck > 2020-11-06 08:18 | Report Abuse

Ekovest eyes additional 24% stake in PLS Plantations... exit plan completed?
Good to push up before poor results announcement.

Posted by tkl88 > 2020-11-07 11:28 | Report Abuse

Superb good news from budget 2021 for the property sector !

购阁直房屋及首购族购50万房产免印花税
https://www.sinchew.com.my/content/content_2372213.html
1)革免个人的产业盈利税, 有效期限从2020年6月1日至2021年12月31日, 每个人限售3个住宅单位.
The exemption for personal or individuals on property gain tax(RPGT), valid from June 1, 2020 to December 31, 2021, each person is limited to the sale of 3 residential units.

2)The RM500,000 or below starter homes likely to boom
Buyers for first homes priced below RM500,000 will get FULL STAMP DUTY exemption on Memorandum of Transfer (MOT) and loan agreement. This is effective for agreements inked from January 2021 all the way to December 2025.
If this is not attracting first time home buyers to buy, I am not sure what else would.

3)Rent-To-Own scheme for FIRST-TIME home buyers only
Government to cooperate with selected financial institutions to provide a Rent-to-Own scheme. This programme will be implemented until 2022 involving 5,000 PR1MA houses with a total value of more than RM1 billion and reserved for first-time homebuyers. This is a SUPER important measure in my opinion. Many may want to buy a home but may not yet have enough downpayment. With this scheme, the buyer can start to become more responsible and may have a chance to own a home a few years down the road.

4)Stamp Duty exemption on stamp duty exemption on loan agreements and transfers given to rescue contractors and original buyers of abandoned houses
This has been extended for another five years. Finance Minister Datuk Seri Zafrul Tengku Abdul Aziz said, “This exemption is for the sale and purchase agreement completed from Jan 1, 2021 until Dec 31, 2025 for abandoned housing projects approved by the Ministry of Housing and Local Government.”

5)New homes under People’s Housing Programme and Rumah Mesra Rakyat
RM1.2 billion will be provided to build up to 14,000 houses under the People’s Housing Programme and RM315 million to build 3,000 units of Rumah Mesra Rakyat by Syarikat Perumahan Negara Berhad (SPNB).

There are 5 things mentioned above on Budget 2021 for property market.
Actually, the above is to stimulate the property market and it is mostly targeted at first time home buyers which will be a very big group. By the way, majority of buyers are buying RM500,000 priced homes or lower and not homes priced above RM500,000. Thus, if the property market moves, this will create a lot of positive stimulus effects to the construction industry too. In other words, these 5 things done right will create more than 5 benefits listed above.
Happy thinking about it, seriously. (I meant first-time home buyers) !

Posted by laychee > 2020-11-07 11:31 | Report Abuse

Explanation why US election polls are always wrong:

Just like you asked a girl in the USA whether you can grab her boobs:

Democrat: Yeah sure, why not?
Republican: Piak (A slap on your face straight away)

Survey through phone:
Democrat: Democrat
Republican: (hang up straight, or scold you that it is violation of privacy)

Polls will always project a Democrat lead.

Liberal vs Conservative

Posted by bahai4453 > 2020-11-07 12:18 | Report Abuse

bahai4453 Trump " the crazy man" will lose his presidency seat this time. This a prediction from the famous fortune-teller Mr. Huang Da Xian (黄大仙）。
Anyway, whoever won the election, life still has to go on.
03/11/2020 3:12 PM

bahai4453 ·@apa sifu, 听说国际赌盘， Mafia 出大单买色狼普败北。
03/11/2020 3:40 PM

Muhiddin : I will make Malaysian GREAT !

Posted by bahai4453 > 2020-11-08 20:20 | Report Abuse

@laychee, the reason Trump lost is very simple . Only made in China can provide you cheap staff and give you a comfortable living style.

Posted by Jeffreyteck > 2020-11-09 08:47 | Report Abuse

Property consultants disappointed with budget. Nevermind, is sentiment that drives not fundamental.

Posted by tkl88 > 2020-11-09 14:53 | Report Abuse

President Biden is favours to world trade !
World economy will start booming from today onwards !
And asian stock markets including KLSE will be in bull market from today onwards !
As at 2.10pm,
Hang Seng : 26,095.46 (+382.49) (+1.49 %)
Shanghai composite: 3,380.38 (+68.23) (+2.06 %)
Nikkei : 24,912.31 (+587.08) (+1.41 %)
Taiwan Weighted : 13,127.47 (+153.94) (+1.19 %)
Korea Kopsi : 2,449.96 (+33.46) (+1.38 %)
Singapore STI : 2,611.34 (+32.66) (+1.27 %)

Huat ah ! Heng ah ! Ong ah !

Posted by tkl88 > 2020-11-09 22:35 | Report Abuse

Wow, oil price spike up like mad !
As at 9.50pm,
Nymex at => $40.67 (+3.53) (+9.50 %)
Brent at => $42.77 (+3.32) (+8.42 %)

Huat ah ! Heng ah ! Ong ah !

Posted by tkl88 > 2020-11-09 23:51 | Report Abuse

Oil Jumps by Most Since June on Covid Vaccine Progress
Alex Longley and Matthew Martin
Mon, November 9, 2020, 9:54 PM GMT+8·2 min
https://finance.yahoo.com/news/oil-climbs-biden-win-spurring-105416567.html

(Bloomberg) -- Oil in London jumped by the most since June as Pfizer Inc. reported a potential Covid-19 vaccine breakthrough.

Crude futures spiked following news the vaccine, being developed by Pfizer and BioNTech SE, prevented more than 90% of infections in a study of tens of thousands of volunteers.

Markets globally surged. WTI climbed more than 10% in New York, while global equities soared. It led to broader strength in the oil futures curve, with timespreads also moving sharply higher.

A vaccine “would be the most meaningful type of mitigator to the situation,” Saudi Energy Minister Prince Abdulaziz Bin Salman said prior to the Pfizer announcement at a conference on Monday. “We’re still hopeful that vaccine is found and that vaccine or vaccines spread and hopefully mobility would be regained.”

Since Covid first emerged, oil markets have been steadily recovering from the biggest crash in consumption in a generation. Transport use in Asia has rebounded strongly, but the renewed resurgence of the virus in Europe has continued to weigh on demand in the region. The emergence of a vaccine would not only help regions suffering form renewed lockdowns, but could also help spur the return of aviation demand -- the hardest hit corner of the market.

The relief in the market was seen in the profits from turning crude into transport fuels. Gasoline cracks in the U.S. reached their highest since mid-October, while those in Europe also gained. Jet fuel was also gaining relative to the value of other transport fuels in Europe, Bloomberg fair value data show.

Prices had earlier rallied as Joe Biden declared victory in the U.S. presidential election and began preparations to navigate America’s pandemic-hit economy out of crisis, with potential shifts coming on a range of policies from fiscal stimulus to Iranian sanctions. At the same time, Saudi Arabia said that OPEC+ could extend oil cuts through 2022 as the group seeks to re-balance the glutted market.

Posted by Jeffreyteck > 2020-11-10 08:20 | Report Abuse

Interesting, very strong support at this level despite potential significant drop in profit.

Posted by Plantermen > 2020-11-10 08:26 | Report Abuse

Ecoworld board has asked for more time on the merger proposal tabled by UEM group { 2 Jan 2021}

Posted by apalumau > 2020-11-10 10:01 | Report Abuse

@4453. 小狼狗也上巴士了！哈哈哈.......

Posted by bahai4453 > 2020-11-10 10:35 | Report Abuse

@apasifu, 恭喜你成功了 ! Hoot 9e....哈哈哈哈!!

Posted by laychee > 2020-11-10 11:11 | Report Abuse

It now depends on whether Biden effect can lower the target forward PE.

If forward PE = 20, RM30.40
If forward PE = 15, RM22.80
If forward PE = 10, RM15.20
If forward PE = 5, RM7.60

If Biden can swiftly end pandemic, ideal forward PE should be around 5-10.

assuming no windfall tax:

5 = sunset business such Astro, Timber counters, with no prospect of growth
10 = maintaining business, people still need gloves
15 = mild pandemic, epidemic
20 = severe pandemic

If you believe this above theory, the fair price of Superman underwear is between RM7.60 and RM15.20.

Cheaper than a Anna&Elsa face mask.

Posted by laychee > 2020-11-10 11:16 | Report Abuse

Doesn't look good for Mahsing as pandemic is predicted to end in Q4 of 2021.

Posted by laychee > 2020-11-10 12:25 | Report Abuse

Another Biden effect is the Malaysian tech stocks.

US-Sino war forces many products to be manufactured or cured in Malaysia.

Biden may end US-Sino war although he said he won't.

Hopefully not as the war caused the local tech factories to surge to PE of nearly 80. Of course ID4 is also an excuse to push the PE higher. I do see a tech bubble in tech factories.

ID4 may make factories more efficient until you need less workers.

Posted by tkl88 > 2020-11-11 19:28 | Report Abuse

Oil price continue to spike up like mad !
As at 7.02pm,
Nymex=> $42.89 (+1.53) (+3.70 %)
Brent => $45.16 ‪(+1.55) (+3.55 %)‬

‪Huat ah ! Heng ah ! Ong ah !‬

Posted by spicyketchup > 2020-11-13 16:38 | Report Abuse

Hi, how is ecoworld doing?

Posted by yeochingu > 2020-11-14 20:48 | Report Abuse

Banker is doing thing..Becareful Spike..
hehehe...
Boom boom pow
why my msg deleted?
Banker scare I attract alot of fishes? hehe

Posted by yeochingu > 2020-11-14 20:49 | Report Abuse

业绩要来了，历史新高业绩

Posted by yeochingu > 2020-11-15 23:02 | Report Abuse

露毛队伍已经开始静静了，大家准备飞天

Posted by apalumau > 2020-11-16 10:01 | Report Abuse

@老万yeo. 老大，你还是省点力气，吃个包喝杯茶吧！！！

Posted by alex > 2020-11-16 11:38 | Report Abuse

half day or one day show?? cos this eco never fly even klci up 50 pt.. lol

Posted by yeochingu > 2020-11-16 11:43 | Report Abuse

露毛哥可以开始推股了

Posted by yeochingu > 2020-11-16 11:43 | Report Abuse

很多鱼仔割肉了
割肉喂庄

Posted by yeochingu > 2020-11-16 11:49 | Report Abuse

业绩要来了，米粉准备一碟，希望庄家炒一炒

Posted by yeochingu > 2020-11-16 12:11 | Report Abuse

值得注意的是 老大spsetia开始了，
弟弟ecowld 应该会追随

Posted by yeochingu > 2020-11-16 12:13 | Report Abuse

小弟ewint也爬头了

Posted by yeochingu > 2020-11-16 12:14 | Report Abuse

我还没top up 就飞咩，干捏

Posted by yeochingu > 2020-11-16 12:15 | Report Abuse

压低点，我要买 呵呵

Posted by apalumau > 2020-11-16 12:18 | Report Abuse

别怕，牛叔有无比膏，等下来个股价稳定.......