Posted by Desa20201956 > 2016-01-23 10:56 | Report Abuse

First up, the Sept quarter has one month above RM4/US$. The December quarter has all 3 months RM above 4. During the Sept quarter, a lot of the extra income would have come from forex gains, being the difference between the rates in which debtors were booked and the actual sums received. During the Dec quarter, who will disappoint and who will shine is principally a question of........ - who has pricing power? -who has less import content? and who will disappoint will be those - with a high import content - who has less pricing power - those who sets selling price based on cost plus -those who has to share the good fortune with their customers because it is a very competitive industry. Think about these issues. And don't just extrapolate from the Sept results. Get it right, you will be rewarded. Get it wrong, you will be punished Examine your portfolio and share your ideas.

Be the first to like this.

266 comment(s). Last comment by Laughgaodiemeliao 2016-01-30 22:59

murali

5,723 posts

Posted by murali > 2016-01-24 13:30 | Report Abuse

Koon bee,I wish so lah rm100k....one third of it only...Its like gambling in casino....nothing to shout about.....pity a lot of people kena conned n lose ,much more than i earned in GCB wa....scary....

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 13:30 | Report Abuse

strategy means....it is part of a reasonably good portfolio.

================================================
Koon Bee > Jan 24, 2016 01:25 PM | Report Abuse

Imagine if you bought VS after ex at 1.58...what should you do now?
1)buy more to average down your cost? (But you dont have deep pocket like some of the people)
2)cut loss?
3)hold until the price go back above your cost?

Koon Bee

46 posts

Posted by Koon Bee > 2016-01-24 13:31 | Report Abuse

Master murali, 1/3 of rm100k also good already...better than Desa keep licking shoe but end up still lossing money

murali

5,723 posts

Posted by murali > 2016-01-24 13:33 | Report Abuse

We small fish can make few hundreds also very happy oredi.u thought everybody is like koon koon meh....making million million one

Fam Jenny

7,724 posts

Posted by Fam Jenny > 2016-01-24 13:41 | Report Abuse

Yes don't trust the markets it is manipulated by conned men even though it is a matter of up and down.
Just invest less than 10% of your asset if you like to play shares,it can put you in real financial trouble.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 13:41 | Report Abuse

and if oil hangs around $20 to $ 30 so what?

will your portfolio be devastated?

will export shares prices crumble?

so what if RM goes to $ 5.

will the export shares go bankrupt?


just focus on export shares and make money while they figure out the future.


good cheap export shares include....

Chinwell, Keinhin, Kesm, Federal Furniture and one defensive stock, Scientex......

but wait a minute....that looks like my portfolio.


hahahahahah

F22Raptor

608 posts

Posted by F22Raptor > 2016-01-24 13:45 | Report Abuse

desa y keep repeating?wakaka.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 13:49 | Report Abuse

so you noticed....hahahahaha
==========================
F22Raptor > Jan 24, 2016 01:45 PM | Report Abuse

desa y keep repeating?wakaka.

CFTrader

812 posts

Posted by CFTrader > 2016-01-24 13:59 | Report Abuse

Just sharing from my friend's quote.

In economic, when it falls below marginal cost of production, you cut supply. But when you have deep debt to service, the only way is to compensate it with more supply

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:00 | Report Abuse

Desa , how u define quality counter with penny counter, since u hv lots of comments on this aspect.

BeatIt

202 posts

Posted by BeatIt > 2016-01-24 14:02 | Report Abuse

Desa, haha I oso noticed u keep posting the stocks u bot. Anyway, ppl say wood theme play will be phasing out in monkey year. New year, new ctrs, new fresh tycoon, new money... Any good recommendation? I may test fire theme stocks, since it's Fire Monkey. If u dare try, Annetan's FengShui master recommends water theme stock like OnG.

I just come here for a friendly chit chat only huh. Dun take offence if I accidentally step on any Sifus toes. ( : p the tag sifu reminds me of the kaki lima fortune tellers... Why u guys like to address each other by such title? Implying a quack or something ka? Hahaha! So notty. )

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:05 | Report Abuse

I remember Inari started up as a Ace counter , traded $0.80 with market cap less than 400 mil. Look at what Inari become now .

BeatIt

202 posts

Posted by BeatIt > 2016-01-24 14:09 | Report Abuse

Ifca, Inari fantastic! I wished I've entered market then. Any such penny stocks, pls alert me. I will join u guys make it a superstar!

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:17 | Report Abuse

I'll be keep track with Jhm, remember that. This is industry. nter u try so hard to twist it down. For me an enterprise that positioning on its niche market with moderate and higher moat are good enough for me to wacth closely. Plus their effort to fully swing the ball, it juz will not turn sour anyway. Down side has been taken care of . The up side juz nice.
To stress here, Jhm is d ODM for HIGH BRIGTNESS Led indust

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:24 | Report Abuse

Dont forget Led is everywhere now, HB Led is going to replace fast to existing stanfard Led. Juz like smart phone reaping through desktop cp. Hope others reader, realizing this changing, this is how we can win big bfor everything on clear statement. Anther very important criteria inmy stock selection is Jhm still not in most big gun radar yet.

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:30 | Report Abuse

Dont feel hard, Desa . Juz my brainless view :)

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 14:36 | Report Abuse

We all make use of I3 to advertise the stocks we bot. I no exception.

=====
Desa, haha I oso noticed u keep posting the stocks u bot. Anyway, ppl say wood theme play will be phasing out in monkey year. New year, new ctrs, new fresh tycoon, new money... Any good recommendation? I may test fire theme stocks, since it's Fire Monkey. If u dare try, Annetan's FengShui master recommends water theme stock like OnG.

Koon Bee

46 posts

Posted by Koon Bee > 2016-01-24 14:36 | Report Abuse

When everybody against Desa, he will go and hide...hahaha...shame

soros228

2,039 posts

Posted by soros228 > 2016-01-24 14:51 | Report Abuse

Buy la. Huat ah.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 14:53 | Report Abuse

penny stocks are like those students asking KYY for scholarships. They need help. Hahahaha

<VenFx > Jan 24, 2016 02:00 PM | Report Abuse

Desa , how u define quality counter with penny counter, since u hv lots of comments on this aspect.>

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 14:55 | Report Abuse

contact Proton purchasing department.

<VenFx > Jan 24, 2016 02:17 PM | Report Abuse

I'll be keep track with Jhm>

soros228

2,039 posts

Posted by soros228 > 2016-01-24 14:56 | Report Abuse

Market good; all will go up.
Market bad ; all Lau Sai.
Mike Tyson and YipMan both can fight.
But u choose which one u like la.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 14:59 | Report Abuse

look into the statistics, you will put your money on Mike Tyson.

<Market good; all will go up.
Market bad ; all Lau Sai.
Mike Tyson and YipMan both can fight.
But u choose which one u like la.>

BeatIt

202 posts

Posted by BeatIt > 2016-01-24 19:53 | Report Abuse

Desa ah, u din watch ip man 3 yet huh? Donnie won the final fight woh. And during filming, he even broke Tyson's index finger lol !

Take a look at this video on YouTube:
Donnie Yen broke Mike Tyson's index finger, and asked for forgiveness
http://youtu.be/ZAgS18kaROc

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-01-24 19:56 | Report Abuse

haha

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 09:58 | Report Abuse

I have read some comments like: I have sold my export shares, scared RM go up.
I say BS. The currency drop 30%, don't buy export shares, buy what shares? There is nothing else to buy until the economy recovers...and that is a long long time away.
recovery starts from earning US$.

gray

1,158 posts

Posted by gray > 2016-01-25 10:07 | Report Abuse

Your conclusion sounds correct but too simplified.
You assume all who wear skirt must be woman but you forgot ahqua also wear skirt.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:11 | Report Abuse

too simplified you say? All rich men become rich by being too simplified. Professors never get rich because they are too complicated.

Posted by Optimusemptycan > 2016-01-25 10:14 |

Post removed.Why?

gray

1,158 posts

Posted by gray > 2016-01-25 10:14 | Report Abuse

Let me tell u wat is wrong. Dec 2014. I asked all the richman i know to sell everything incl ringgit. And buy export stocks n usd.

You are calling it at jan 2016.

Thats the different. They have gone up 3x to 6x incl the currency gain.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:23 | Report Abuse

The past is over. The present is here.
Chickens are always scared. A little profit ran like hell already.
<Let me tell u wat is wrong. Dec 2014. I asked all the richman i know to sell everything incl ringgit. And buy export stocks n usd.

You are calling it at jan 2016.

Thats the different. They have gone up 3x to 6x incl the currency gain.>

gray

1,158 posts

Posted by gray > 2016-01-25 10:25 | Report Abuse

Go see ringgit trading at wat level b4 u open your stupid mouth.

Posted by Optimusemptycan > 2016-01-25 10:26 |

Post removed.Why?

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:32 | Report Abuse

copy my comments and read at regular intervals this year and next and for a long long time.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:33 | Report Abuse

any thing besides exporters are in recessionary conditions, this year and for a long long time.

gray

1,158 posts

Posted by gray > 2016-01-25 10:33 | Report Abuse

Ringgit 4.24.

Desa fool. Can buy export stock ? Ringgit recovered fr 4.49 to 4.24. 6% recovery in 1 month. Next month 4.00


Export stock ka. Wat a fool.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:36 | Report Abuse

you think Malaysia got gold mines?
any thing other than exporters are in recessionary conditions this year and for a long long time....the only place to make some money is in exporters.

Posted by Optimusemptycan > 2016-01-25 10:37 |

Post removed.Why?

gray

1,158 posts

Posted by gray > 2016-01-25 10:38 | Report Abuse

Yayaya. Now only u know. Too late. All fund mgr i knew ady taken profit.

gray

1,158 posts

Posted by gray > 2016-01-25 10:40 | Report Abuse

Dow crash. It was a fact.
After every crash. Sure will rebound. Even stupid stocks like xox crash from 70c and it rebounded many times before it reach 16c.
Simple fact like this u dont understand pls bang your head to the wall.

gray

1,158 posts

Posted by gray > 2016-01-25 10:46 | Report Abuse

Desa. Basically u r shouting property will go up in 2015 vs 2012.
I dont see any different on your export stock buy call in 2016.

Annetan

852 posts

Posted by Annetan > 2016-01-25 10:48 | Report Abuse

The trouble with you guys in the forum is using words that sounds like personal attack hence ego is dented.If we could debate on a pt without using those words,isn't it nice that both sides can see the other side's angle that could be beneficial to your decision making?

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:48 | Report Abuse

they have taken profits and they will enter higher. People always over trade, 95% of the time.

==========
gray > Jan 25, 2016 10:38 AM | Report Abuse

Yayaya. Now only u know. Too late. All fund mgr i knew ady taken profit.

gray

1,158 posts

Posted by gray > 2016-01-25 10:52 | Report Abuse

Its so obvious u r stuck at peak price for those export stocks u promote. Take care.

Nobody will pay attention to your nonsense promotion. U have been waterfished by the big guys.

Music has stop u still dancing. Laughdieme liao.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:52 | Report Abuse

property stocks? Have not bought a single one in years.
I have a favorite quote for all small cap property stocks....for everyone of them, you can write a bullish case...discount to NTA, high dividend yield, projects, projects, sales, sales, sales....but for everyone of them, just ignore what they say....unless you want your money stuck.

<gray > Jan 25, 2016 10:46 AM | Report Abuse

Desa. Basically u r shouting property will go up in 2015 vs 2012.
I dont see any different on your export stock buy call in 2016.>

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:57 | Report Abuse

plenty of time to prove my point. I not scared at all.

<gray > Jan 25, 2016 10:52 AM | Report Abuse

Its so obvious u r stuck at peak price for those export stocks u promote. Take care.

Nobody will pay attention to your nonsense promotion. U have been waterfished by the big guys.

Music has stop u still dancing. Laughdieme liao.>

Posted by Optimusemptycan > 2016-01-25 16:30 | Report Abuse

Best joke 2016

Posted by gray > Jan 25, 2016 04:28 PM | Report Abuse

If today bursa open . Morning everyone chase oil stock. Now busy cutting losses

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 17:20 | Report Abuse

"If today bursa open . Morning everyone chase oil stock. Now busy cutting losses"

that is not a joke. That is what headless chickens do. gray colored headless chickens.

Posted by Laughgaodiemeliao > 2016-01-30 22:58 | Report Abuse

Posted by Desa20201956 > Jan 25, 2016 10:57 AM | Report Abuse

plenty of time to prove my point. I not scared at all.

<gray > Jan 25, 2016 10:52 AM | Report Abuse

Its so obvious u r stuck at peak price for those export stocks u promote. Take care.

Nobody will pay attention to your nonsense promotion. U have been waterfished by the big guys.

Music has stop u still dancing. Laughdieme liao.>

Posted by Laughgaodiemeliao > 2016-01-30 22:59 | Report Abuse

Posted by gray > Jan 25, 2016 10:46 AM | Report Abuse

Desa. Basically u r shouting property will go up in 2015 vs 2012.
I dont see any different on your export stock buy call in 2016.

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