Posted by AlfI3 > 2021-07-06 07:17 | Report Abuse

Not easy to hold tight passing thru these few mths, as many great opportunities of under values stocks emerged across the board in these days after the mkt softenning

Posted by Bgt 9963 > 2021-07-06 08:51 |

Post removed.Why?

Posted by chkhooju > 2021-07-06 08:59 | Report Abuse

I for one will continue to buy /sell at prices which I am comfortable with. No hard and fast rules.

Posted by Opportunate > 2021-07-06 16:02 | Report Abuse

Everyone has different investment strategy to execute.
I bought most of my MPHBCAP around 80+ sen to max 1.10.
Last week bought at 1.48.
Now holding close to 300,000 shares.
Plan to dispose after approval granted by BNM and divest to few other stocks.

Posted by Johnzhang > 2021-07-06 17:36 | Report Abuse

Fully agreed . Follow your gut and be guided by your own investment strategy. How deeply a stock is undervalued is very relative . If some other good stock dropped 30% recent, this would narrow the relative valuation gap and MPHB would therefore relatively not as cheap as before. It’s benchmarking to the overall market performance too. I

Posted by Opportunate > 2021-07-07 15:51 | Report Abuse

Sharing of my current investment strategy. I hold plantation stock as well in my portfolio which I accumulated around March to July 2020 time frame which currently at around 2x of the investment value. I'm expecting plantation stock I hold to announce record breaking quarterly net profit and dividend in August during QR. Hopefully by then the stock price soar and will switch the fund over to MPHBCAP if still stay around 1.50 to 1.60 while pending BNM approval.

Posted by Goh123 > 2021-07-07 20:13 | Report Abuse

@opportunate. Dont expect plantation... currently. Cpo going to history high ..the share prices of plantation also no go so high..

Posted by Goh123 > 2021-07-07 22:59 | Report Abuse

Why suddenly no vol

Posted by Opportunate > 2021-07-08 00:35 | Report Abuse

@Goh123. Q1 , plantation stocks net profit not so good due to lower output.. For Q2 , price and output increases as compare to Q1. Net profit should be record high.
Is good sign if CPO price at historical high but stock price lagging behind. Means that it yet to reflect in the stock price.

Posted by Bgt 9963 > 2021-07-08 08:40 |

Post removed.Why?

Posted by Opportunate > 2021-07-08 09:24 | Report Abuse

@Goh123. I treat the low volume as a good sign. Flush out the weak holder.

Posted by Opportunate > 2021-07-08 09:27 | Report Abuse

Buyer sideline and observe. If selldown volume for few days very thin , might accumulate again to next level. Hopefully my perception correct. Let's monitor.

Posted by williamtkb > 2021-07-08 13:04 | Report Abuse

Dissolve parliament? Monkey shows again for self benefits more.... UMNO related counters maybe got shows later. KUB early morning gap up 3cents and press down.

Posted by Endgame > 2021-07-08 15:31 | Report Abuse

What still talking, sell now and run with cash :)

Posted by Opportunate > 2021-07-08 17:59 | Report Abuse

Stay cool. Don't let your emotion drive your decision.

Posted by Johnzhang > 2021-07-08 19:51 | Report Abuse

@opportunate, there is always 2 sides of a coin to look at. Someone panic sell means someone else lucky buy.

Posted by Goh123 > 2021-07-08 20:54 | Report Abuse

I am a lucky one. ....?

Posted by Johnzhang > 2021-07-09 09:38 | Report Abuse

Many dare not buy Pelikan at 30 sen. When the news about pelikan disposing an asset worth more than its market capitalization leaked to the market many scrambling to buy pelikan even up to 55 sen. I think there is a lesson we all can learn from pelikan episode!

Posted by Goh123 > 2021-07-09 12:03 | Report Abuse

But turn in back 0.40

Posted by Johnzhang > 2021-07-09 13:13 | Report Abuse

@Goh123, Many smart investors would have cash out at 50 + sen giving 70% profit .

Posted by Opportunate > 2021-07-09 13:27 | Report Abuse

@johnzhang. Yes. Always an opportunity to pick up stocks during market with negative sentiment when investors panic selling. Picked up few counters yesterday and this morning for quick profit.

Posted by Opportunate > 2021-07-09 13:34 | Report Abuse

Margin call like last march 2020 will be the best timing for me. Will pump in fresh fund for 1 month investment period. Picked up stocks..sold and returned the fund back to the account. Profit will reinvest.

Invest wisely , don't let your emotion drive your decision. Don't panic , execute rational decision.

Posted by Endgame > 2021-07-12 15:19 | Report Abuse

Don't dream, end game already :)

Posted by Goh123 > 2021-07-12 18:40 | Report Abuse

Run ?

Posted by Endgame > 2021-07-12 20:34 | Report Abuse

I run already, i leave the rest gain for good writer to gain

Posted by Endgame > 2021-07-13 09:24 | Report Abuse

When they start to write nice articles, i sell at the high price, as i know they write to get buyer change hand. :)

Posted by Goh123 > 2021-07-13 12:12 | Report Abuse

Omg

Posted by Endgame > 2021-07-14 16:51 | Report Abuse

They will come bck to write interesting article once they collect again...haha

Posted by AlfI3 > 2021-07-15 08:07 | Report Abuse

Ya, volatility of ech ctr depends largely on news released. No news to announce, no fresh leads.

Keep waiting & keep holding to any ctr will tight down all ur limited funds, mkt values wud b unaware shrinking fast.

B a 'contrarian' if wish to b victor in investmns, avoid all those optimistic emotion tat made you get greedy, unless can print monies indefitely.

Oways bear in mind tat to b excell in any undertook investment, the "CASH is King"...!

Posted by Johnzhang > 2021-07-15 10:16 | Report Abuse

Be a Contrarian is a wise move that will most likely assure you good return eventually. My contrarian philosophy is simple : accumulate the undervalued and fundamentally strong stocks (especially stock with impending corporate activity) when others are selling amid very weak market we are going thru now. I will continue to accumulate this stock when price dip .

Posted by TheContrarian > 2021-07-15 11:23 | Report Abuse

Someone mentioned me?

Posted by Johnzhang > 2021-07-15 12:35 | Report Abuse

@TheContrarian, Hahaha..
Your disciple trying to copy and disseminate your philosophy to the investing public.

Posted by TheContrarian > 2021-07-15 15:57 | Report Abuse

@Johnzhang, you must take profit occasionally.

Posted by Johnzhang > 2021-07-15 20:55 | Report Abuse

@Thecontrarian, of course I do take profit when I feel the prices have run up near my TP at certain point of time . For this year alone I have taken satisfactory level of profit for LCtitan, CMSB, E&O, Cypark, MFlour, scicom, pelikan and a few others . For some of the above I have recently re-entered as they have come off significantly .
There are stocks that I took losses too.
MMC and Ijmplant are ripe for harvesting with very handsome gain anytime I wish for capital redeployment.
I am very passionate about Bstead, Bplant, MNRB, MPHB , WCE and few others plantations counters which I have yet to sell a single share as I hold the view that theirs potential is a lot more higher at certain point .
On hind sight , few other stocks that I should have taken profit include OSK, KPS etc .
So , you see I made some right decisions and some wrong decisions too. I am happy if the right decisions outweigh the wrong one .
I am not in active trading or reading the charts . It’s simply not what I can do well .
Just for sharing my experience.

Posted by aliyusof > 2021-07-16 10:24 | Report Abuse

Johnzhang, still invested in LCtitan? Looks quite attractive now.

Posted by Johnzhang > 2021-07-16 12:46 | Report Abuse

@aliyusof, yes. I sold at $3.40 after Q1 result . Started buying back 2 weeks ago around $2.70-2.80. According to people in the industry LCTItan 2Q results to be announced soon will still be very good , though lower than the record level in Q1.

Posted by aliyusof > 2021-07-16 12:59 | Report Abuse

Agreed

Posted by aliyusof > 2021-07-16 13:04 | Report Abuse

The Edge last week reported Boustead Plant. Is interested to sell only its Sarawak's plantation, not its privatization which is better and expected by many. What u think of it John? Still good?

Posted by Johnzhang > 2021-07-16 16:27 | Report Abuse

@aliyusof, I shall give you my view in the Bplant forum instead. Pls check it there . Thanks

Posted by aliyusof > 2021-07-17 13:05 | Report Abuse

Thank you John

Posted by tonychua > 2021-07-20 13:07 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3176327

This latest development should give mphb's exercise a boost with regards to regulatory approvals, right?

Posted by Goh123 > 2021-07-20 23:01 | Report Abuse

Right !! Buy buy no longer liao

Posted by Johnzhang > 2021-07-21 15:56 | Report Abuse

@tonychua, I think the ongoing M&A activities in the insurance sector is part of the industry liberalisation process . BNM also encourages consolidation between the players to strengthen their financial position and efficiency.

Posted by Goh123 > 2021-07-22 22:55 | Report Abuse

Getting approval soon?

Posted by Endgame > 2021-08-06 15:18 | Report Abuse

So quiet already, no more excited write up, then this is my good time to collect cheap cheap back...waiting 1.40. I told you all already, when someone wrote nice articles is time to sell, when quite is time to buy...hehe

Posted by Goh123 > 2021-08-06 18:50 | Report Abuse

Hahaha

Posted by Johnzhang > 2021-08-07 10:56 | Report Abuse

@endgame, you are such a clever boy!

Posted by calvintaneng > 2021-08-09 10:30 | Report Abuse

mphbcap after selling it's Generali ins business should give a nice cash pay out

Posted by Goh123 > 2021-08-09 20:59 | Report Abuse

1@calvintaneng long time no see

Posted by Bgt 9963 > 2021-08-10 08:50 |

Post removed.Why?