tag:blogger.com,1999:blog-9212230152177138609.post55589882456910793..comments2024-03-25T15:15:18.172+08:00Comments on Bursa Dummy: My Portfolio Aug21Bursa Dummyhttp://www.blogger.com/profile/02242116696140987141noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-9212230152177138609.post-82586264992287886002021-09-18T21:27:31.919+08:002021-09-18T21:27:31.919+08:00Wow, it seems that you have quite a lot of stocks ...Wow, it seems that you have quite a lot of stocks in hand too. I also think that the global stock markets are inching closer to a major correction, esp the techs, that's why I keep more cash at the moment. I'm still struggling to trim my portfolio. Anyway all eyes will be on Budget 2022 now.Bursa Dummyhttps://www.blogger.com/profile/00838785922827430371noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-18601698384943128922021-09-08T21:59:30.972+08:002021-09-08T21:59:30.972+08:00This comment has been removed by the author.value88https://www.blogger.com/profile/14876933285749820353noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-51878368480793214752021-09-06T09:39:48.388+08:002021-09-06T09:39:48.388+08:00This comment has been removed by the author.value88https://www.blogger.com/profile/14876933285749820353noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-78226692425969949792021-09-06T09:27:37.107+08:002021-09-06T09:27:37.107+08:00"the recent "boring" stock market&q..."the recent "boring" stock market"<br /><br />Yeah, Bursa has been boring for several months liao. At the same time, it gave good opportunity to slowly hunt for potential stocks. I added MyNews, Master, JHM, KPower, bought Cypark, Hiaptek, Hibiscus, Armada, Serbadk, and bought back some steels stock, i.e. Mycron and CSCSteel, during this period of time.<br />I am optimistic that Bursa's performance will improve in months to come in view of the increasing vaccination rate locally, and loose monetary policy in US. My worry is US' stock index is at all-time high and keeps breaking records; hope it won't collapse :pvalue88https://www.blogger.com/profile/14876933285749820353noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-90688563952444333932021-09-06T09:13:34.502+08:002021-09-06T09:13:34.502+08:00"Master reported a good FY21Q2 result even th..."Master reported a good FY21Q2 result even though the quarterly revenue of RM38mil is still nowhere close to its peak of over RM50mil in FY19."<br /><br />Master's revenue in FY21 YTD indeed cannot match the revenue in FY19. But, its earnings in last 2 quarters were actually on-par with what had achieved in FY19. I noticed that was mainly due to higher operating profit margin in FY21 YTD. Its stock price now is nowhere near >RM3 as in FY19. Thus, I believe Master's stock price should have room to grow. It is selling at merely 7x PE multiple for a net cash company. Master is one of the stocks I accumulated in past few months.<br /> value88https://www.blogger.com/profile/14876933285749820353noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-91656309445688890232021-09-06T08:57:51.752+08:002021-09-06T08:57:51.752+08:00"I think a target price of RM1 for Hibiscus i..."I think a target price of RM1 for Hibiscus is fair, isn't it?"<br /><br />Yes, I think Hibiscus deserves higher stock price, I think we just need to be patient and wait for its value to realize in its stock price.value88https://www.blogger.com/profile/14876933285749820353noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-23256096722279039642021-09-06T08:55:52.016+08:002021-09-06T08:55:52.016+08:00"It's already expected that Maybulk was i..."It's already expected that Maybulk was in the midst of disposing this Handysize vessel but now it announced that it will dispose another two 7-year-old Supramax vessels."<br /><br />It puzzles me too for why Maybulk keeps disposing its vessels.. Maybulk will leave with only 5 vessels eventually, which is very very small size. I also disposed some Maybulk and will continue to dispose at price strength. value88https://www.blogger.com/profile/14876933285749820353noreply@blogger.com