Posted by Desa20201956 > 2016-01-28 10:53 | Report Abuse

At least for the next several months, the bull case is much more compelling than the bear case...for the Malaysian stock market. 1....principal blue chips have dropped more than a year by now. The blue chips are trading at 12 month lows already. Not as if the blue chips are in speculative zone. 2...oil prices at set to recover from this level 3....it is only some speculative shares that may have difficulty finding support at this level 4..fundamentally, export companies will continue to do very well into 2016. That is the nature of all companies when their home currencies are depreciated by 20 - 30% there is nothing to fear except fear itself and wrong choice of stocks.

2 people like this.

28 comment(s). Last comment by Ven Felix 2016-01-30 10:04

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-28 19:51 | Report Abuse

remember the August decline? turns out to be golden buying opportunity.

Same with this one.....herd mentality is for losers. Being steady and analytical is for winners.


expectation of oil price to go up and ringgit to strengthen is behind today's selling......


I expect oil price to gradually move up,,,,and Malaysian stock market to also gradually move up...and on spectacular profits of Malaysian exporters , quarter after quarter.

Homeritz Q results released today is indicative of results for all export counters in coming reporting season.....not only that but Malaysian exporters will continue to report good result quarter after quarter because they are very competitive in world markets at current levels of the ringgit.

(the public do not realise average wages of Malaysia is already lower than average wages of China. )

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 04:47 | Report Abuse

concept players vs genuine investors

concept players selling export stocks on strength of ringgit. All these concept players, can make money or not?

to make money in the stock market, one has to boldly face the concept players and look at the value of the underlying stocks these concept players are selling / buying.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 05:57 | Report Abuse

Once the dust has settled, as investors survey the landscape of Malaysia...the same conclusions will again be obvious.
1. After the Dec reporting season is over, the PE 10 export stocks will be PE 5 or 6.
2. Anyone wishing to play Malaysia, export stock offers the best returns
3. Even at a ringgit $4, the better exports stocks will still do very well indeed,.

and this is not even mentioning that....George Soros is negative of developing country currency and continue to be pulled down by the yuan through 2016....the next currency crisis...the ringgit at $5?

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 06:18 | Report Abuse

Dr Doom, Mark Faber : Despite his often dire predictions, Faber identified one area of the market in which he has some long-term confidence for a rebound: emerging markets. He predicted a possible rebound for Brazil and Russia , which are among the economies battered by lower oil prices. He also reiterated Wednesday his hopes for growth in emerging Asian economies, like Vietnam.

looking for exposures to Vietnam

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 08:13 | Report Abuse

who wins, investors or concept players?

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 10:12 | Report Abuse

indiscriminate concept selling on ringgit strength.

are they selling or are they shorting the market.?

if shorting, there needs to be investigations by the SC whether laws are broken.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 13:11 | Report Abuse

rotational play

lets see how long the current rotational play can last....before they rotate back to the low PE fast growing export sector.

1 week? 1 month?

soon, the exporters will win again.

Tom

2,984 posts

Posted by Tom > 2016-01-29 13:14 | Report Abuse

日元又贬值了

Icon8888

18,658 posts

Posted by Icon8888 > 2016-01-29 13:18 | Report Abuse

No need all these grand mother story. Stick to Koon yew yin. He is God, cannot be wrong LOL

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 13:20 | Report Abuse

I found a bigger God....I can Con

Icon8888

18,658 posts

Posted by Icon8888 > 2016-01-29 13:35 | Report Abuse

Koon yew yin is God cannot be wrong LOL

gray

1,158 posts

Posted by gray > 2016-01-29 13:35 | Report Abuse

I m bored already.
Goodbye guys.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 13:36 | Report Abuse

Saw Koon name here?

This is written by a Desa

Icon8888

18,658 posts

Posted by Icon8888 > 2016-01-29 13:38 | Report Abuse

Koon yew yin is God LOL

gray

1,158 posts

Posted by gray > 2016-01-29 13:39 | Report Abuse

When got new/old self-proclaim sifu appear to show off...

I will b back.

Until then.
Tiu gao le.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 13:53 | Report Abuse

everybody show off.

gray

1,158 posts

Posted by gray > 2016-01-29 13:55 |

Post removed.Why?

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 13:59 | Report Abuse

hierachy of needs after food, shelter sex is show off.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 14:58 | Report Abuse

actually I see Koon YY as a more successful version of me. Can or cannot, Con Con?

Posted by Jonathan Keung > 2016-01-29 15:03 | Report Abuse

I need to disagree that Mr Koon cannot be wrong. Even GOD make a mistake in choosing the choosen one. just stick to your own stye of investing ( knowing best in whatever you do ) and improved on others. Happy trading

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-29 15:15 | Report Abuse

the title is Bull case not Koon case.
but Icon wants to talk about Koon.
there is a technical word for that.....


<Jonathan Keung > Jan 29, 2016 03:03 PM | Report Abuse

I need to disagree that Mr Koon cannot be wrong. Even GOD make a mistake in choosing the choosen one. just stick to your own stye of investing ( knowing best in whatever you do ) and improved on others. Happy trading>

soros228

2,034 posts

Posted by soros228 > 2016-01-30 07:59 | Report Abuse

Wow u so geng??

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-30 09:19 | Report Abuse

stay calm, relaxed , meditate and don't over trade.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-30 09:20 | Report Abuse

all beginners must diversify. The magic of diversification. The only free lunch in town.

Icon8888

18,658 posts

Posted by Icon8888 > 2016-01-30 09:24 | Report Abuse

No need no need

Just follow KYY

He can't be wrong

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-30 09:26 | Report Abuse

KYY is super investor Pro already....Soros is just a young kid.

Ven Felix

2,182 posts

Posted by Ven Felix > 2016-01-30 10:02 | Report Abuse

Desa can smell kyy ? Where ever kyy go ? Tot dog r doing good , surprise to find Desa can has this kind of talent.

Ven Felix

2,182 posts

Posted by Ven Felix > 2016-01-30 10:04 | Report Abuse

Desa should enjoy n relax , lay back at his shelter house at kyy home..not suppose to chic chatting with nonsense here.

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