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40 comment(s). Last comment by GroundZero at Feb 7, 2021 9:54 PM
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speakup
18393 posts

Posted by speakup > Feb 5, 2021 12:48 PM | Report Abuse

Supermx PE 8x
Unisem PE 129x
funds shorting PE 8x stock (supermx) instead of 129x stock (unisem)

very strange phenomenon


CITADEL
1377 posts

Posted by CITADEL > Feb 5, 2021 12:51 PM | Report Abuse

still using pe to trade stock hahaha, sudah outdated la, gamestop how much pe? tesla how much pe???


pharker
862 posts

Posted by pharker > Feb 5, 2021 1:08 PM | Report Abuse

No, Instead of earnings, we should value based on hope and dreams and bubbles


SALAM
977 posts

Posted by SALAM > Feb 5, 2021 1:12 PM | Report Abuse

D.D.DREAM ON....Sweet sweeeet dreeam..............


newbie2828
22 posts

Posted by newbie2828 > Feb 5, 2021 1:27 PM | Report Abuse

now realise why Uncle asked everyone to check their track record and mirror.


pharker
862 posts

Posted by pharker > Feb 5, 2021 1:44 PM | Report Abuse

Vivocom..another Tesla in the making..RM1.88 b4 CNY..look at the ads above...come come hoot9e..Huat ah..sailang ah...mortgage your underwear or panties and ALL IN


pharker
862 posts

Posted by pharker > Feb 5, 2021 1:45 PM | Report Abuse

Sell all your PBB, Supermax and other stocks and ALL In Vivocom


Shadow Fiend
201 posts

Posted by Shadow Fiend > Feb 5, 2021 7:40 PM | Report Abuse

Market afraid unsustainable of abnormal profit margin of 50%, entry of many new players, depreciation of USD and major expansion by all player resulted oversupply.


Hoho22
64 posts

Posted by Hoho22 > Feb 5, 2021 8:01 PM | Report Abuse

Everyday praying and crying are useless.


arv18
2238 posts

Posted by arv18 > Feb 5, 2021 8:04 PM | Report Abuse

this is getting embarrasing old man. this needs to stop.

maybe you should consider pumping your old favourite Hengyuan to make up for your losses here?


Lucky Winner
192 posts

Posted by Lucky Winner > Feb 5, 2021 8:17 PM | Report Abuse

Come on... come to bimb-wa, they're giving you a cheque and you get to write the amount you desire, come.


arv18
2238 posts

Posted by arv18 > Feb 6, 2021 5:04 AM | Report Abuse

" I am prepared to wait patiently. Patience is the key for successfully investing."

-because you have no choice. now you can add gloves to your shoe (Xingquan) "long term" investments. oh well... :/


gohkimhock
1825 posts

Posted by gohkimhock > Feb 6, 2021 8:14 AM | Report Abuse

If the profit or EPS can sustain for the next 5~10 years, then this is different story. People are throwing because the play is over.


cbkia4896
522 posts

Posted by cbkia4896 > Feb 6, 2021 8:57 AM | Report Abuse

Everytime uncle bark. Glove stock drop


genfinder
52 posts

Posted by genfinder > Feb 6, 2021 8:58 AM | Report Abuse

Many trapped at high price, including this author KYY, do you think IBs will push up for you and him to unload ?


CharlesT
11765 posts

Posted by CharlesT > Feb 6, 2021 9:30 AM | Report Abuse

Tech is just another big bubble in the making..

Till now i hv yet to see any smart fellow (except myself) explained why glove co now r unable to move up again....all just blame IBs blame dogs blame cats

Its simple, number of shareholders in most glove co has increased more thab 300% in 2020. Distribution 99 at high prices...

Unless u can find new investors (new funds) fm overseas or MARS to push it up

But then, only my dog also konw ASP will only hv ome directiok to go in coming years....


CharlesT
11765 posts

Posted by CharlesT > Feb 6, 2021 9:31 AM | Report Abuse

That is Down Down n Down


CharlesT
11765 posts

Posted by CharlesT > Feb 6, 2021 9:34 AM | Report Abuse

dont worry most glove co will trade at single digit PE in 2021...some even come with fantastic DY like TG.....

So wanna buy more??


Goldberg
2217 posts

Posted by Goldberg > Feb 6, 2021 10:02 AM | Report Abuse

KL (Feb 5):

Rising NPLs ( Bad bank Loans) paint bleak picture of economic recovery-
-------------------------------------------------------------------

1-Impaired loans creeping up every month in 4th qtr 2020
after loan moratorium ended Sept 30

2-NPLs reached 9-year high of RM28.7b end-2020
RM24.9b in Sept 2020

3-NPL rose to RM25.7b in October

4-RM27.8b and RM28.7b in Nov and Dec respectively

5-Ratio of NPL to total loans rose in tandem
0.84% in Sept 2020 to 0.87% in Oct, 0.95% in Nov and 0.99% in Dec

6-Household sector, wholesale, retail, restaurants, hotels , finance, tourism, gaming will be hardest hit and take years to fully recover.

Vaccines will not eradicate the pandemic- ie not a silver bullet per WHO as new variants spread.

GLOVE sector is still the best for many many years to come.


CharlesT
11765 posts

Posted by CharlesT > Feb 6, 2021 10:09 AM | Report Abuse

After Mac 2021 u cannot blame IBs for shortselling to cover their losses in their cw anymore....most in the price CWs will expire by then...the new cws r mostly with extremely high conversion price n high premiums

Better find some more excuses then


gemfinder
5345 posts

Posted by gemfinder > Feb 6, 2021 10:16 AM | Report Abuse

Tech is d future.. cheap gloves everyone can make. Oversuply


CharlesT
11765 posts

Posted by CharlesT > Feb 6, 2021 10:51 AM | Report Abuse

Yr sayings sounds very familiar to me....reminded me of year 2000 Y2K..

MPI hit ard rm80 to rm90 i think n Unisem was ard rm40+

One of client asked me to buy 1k Unisem (Rm40k+) n i told him i rather buy half a landed property in that area then

The rest is history


SunnySunshine
192 posts

Posted by SunnySunshine > Feb 6, 2021 1:10 PM | Report Abuse

太多人挤在手套和科技,科技公司的价格也非常吓死人,祝福还在里面的人,希望大家都能赚到钱


gemfinder
5345 posts

Posted by gemfinder > Feb 6, 2021 1:41 PM | Report Abuse

Now unisem stil below rm9 compared to rm40 last tech bull run. Stil cheap


daretocutandchange
166 posts

Posted by daretocutandchange > Feb 6, 2021 7:32 PM | Report Abuse

hong kong Ka-Shing Li said, always do not look too bad and too good.


Zuliana
3701 posts

Posted by Zuliana > Feb 7, 2021 9:00 AM | Report Abuse

Buy goreng stocks better than this stock promoted by YYk.
Sayonara... at least I don’t get his bad aura s


Zuliana
3701 posts

Posted by Zuliana > Feb 7, 2021 9:06 AM | Report Abuse

The era of Ykk following was HISTORY.
Don’t be plenty of fool followers in the past.


sensonic
494 posts

Posted by sensonic > Feb 7, 2021 11:08 AM |

Post removed. Why?


gohkimhock
1825 posts

Posted by gohkimhock > Feb 7, 2021 11:40 AM | Report Abuse

Go for banking and construction sector. They will be the catalyst for Malaysia economic recovery. Stay away from property counters until 2027 at least. I just surveyed the city surrounding areas past few weeks. Empty shoplots and residences are increasing. Most of them are for rental. And i look around everywhere. None of the people, not even one, is wearing any glove too. All wear facemasks, but nobody wear gloves.


SejukSam
948 posts

Posted by SejukSam > Feb 7, 2021 11:53 AM | Report Abuse

valuation of stocks based on earning eps pe dcf etc is the most important things.
to use other things to value stocks means u are not valuing companies for their profit earnings potential

klse is a crazy gambling market. stuuupid


SejukSam
948 posts

Posted by SejukSam > Feb 7, 2021 11:57 AM | Report Abuse

even for airlines n contruction u will also eps to value. betul? dun be stuupid to convince ppl otherwise


SejukSam
948 posts

Posted by SejukSam > Feb 7, 2021 11:57 AM | Report Abuse

buy at your own risk n advise. thank you


SejukSam
948 posts

Posted by SejukSam > Feb 7, 2021 11:58 AM | Report Abuse

6 months to 1 year


SejukSam
948 posts

Posted by SejukSam > Feb 7, 2021 12:00 PM | Report Abuse

banking industry will take while to recover. npl loans are rising. if economy is slow to recover banks will too
construction lagi worse. 2 more years possible ok
airlines perhaps 2 more years
however since these stocks especially construction n airlines are soooo cheap. if u are willing to invest for a long term...yes they are ok

Buy at your own risk n advise thank you


SejukSam
948 posts

Posted by SejukSam > Feb 7, 2021 12:03 PM | Report Abuse

That being said single digit pe for a mnc company earnings billions pat per quarter is rediculous!

It should be fairly valued at above rm20


newbie8080
2034 posts

Posted by newbie8080 > Feb 7, 2021 12:05 PM | Report Abuse

To be honest, the total number of daily new covid cases worldwide tops around 840,000 and trending towards 400,000 since 1 month ago.
Long term glove would still in demand but unlikely to repeat last year frenzy of glove demand.

In this short term low PE for glove stock will still remain till year end.
PE will beginning to normalise and ASP begins to drop significantly by 60%.

IBs are pricing it forward 2022/2023/2024 when ASP drops to USD35 per 1000.

Besides that, IB is also looking at additional supplies from glove wannabes, like Mahsing, AT,Titijaya, Aspen,Inix, Kanger etc by end 2021 will come in with additional 10 bil supply per annum.
Market will be flooded with gloves.

It seems that gloves no longer is an oligopoly business but monopolistic. No more moat for gloves sector unlike before the pandemic.


nigga1
2622 posts

Posted by nigga1 > Feb 7, 2021 12:07 PM | Report Abuse

Even Thailand join the frenzy! So supply is not an issue nowadays!


Marketsifu
138 posts

Posted by Marketsifu > Feb 7, 2021 3:36 PM | Report Abuse

Additional most of the old generation like to look at PE as they investment point. Come on, I heard this method since last year.. Konon those old generation count & count & count Supermx IMPOSSIBLE going to be single PE.. Now the whole market proven Supermx is Single PE.. Haha.. When last year I look at this I laugh until cannot sleep why this world still got people looking at PE for investment. Haha


newbie8080
2034 posts

Posted by newbie8080 > Feb 7, 2021 3:54 PM | Report Abuse

PE is a good indicator to determine if the company is overvalued or undervalued.

It cannot be used by itself but compared with rivals in the same sector.

Each sector has their own average PE but PE is allocated by the market capitalisation. Eg: Top3 leaders can afford higher premium of the average PE.

Glove has hit its peak in Oct 2020 in terms of premium and price premium had been reflected 9-12 mths ahead.

However, holding to glove stocks for long term(>5yrs) will still prove a winner as glove cannot be replaced or it doesn't have a replacement yet.


GroundZero
355 posts

Posted by GroundZero > Feb 7, 2021 9:54 PM |

Post removed. Why?

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