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.
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....
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?
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.
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
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. )
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
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.
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.
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$.
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.>
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.
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.
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?
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.>
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
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.