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Great day to collect.
Continue our plan
Congrat MFR on the earning
Thanks Cheng and RH for sharing.
As we estimated last year, dividend increased. Next Qr will allow us to have more clue whether FY 2024 revenue will touch 100m or not.
ahh yes loving it. now pricing in for the first rate cut, the following continues to weaken slowly.. but off set by consumer spending. however long term still go down..
nothing big, different timeline different news but same goal - towards interest rate cut second half of 2024; Sep if you will, 其悠. Some say could be even before the next FOMC meeting in Sep.
Cheng
I m confuse why said US cut rate will effect much more in US stock
Cut rate mean USA company also can enjoy with low rate. Lower rate mean lower cost at financial borrowing right?
you are right, 太子. It will go up eventually due to the growth from lower financing. funds/institutions in US moved to T-notes while media is flooded with economic and market corrections news.
tech stock rout in KLSE today (after lunch) came earlier than expected. it will be interesting to observe what happens the next few days. possible rebound in the making.
yeah sure, but hardware part should be no good as we heading towards more to digital banking, margin on services maintain, revenue up, still have to gambateh. PE 13-15 should be reasonable
hi, very quiet here... klci is strong only for banking stocks.. others small cap still suffering. if u believe the company then still hold it or even add more when low price. i know it is very disappointed while seeing the price keep dropping lower than your cost.. for what i observe is Malaysian no matters young/senior are getting use to pay with cashless (e-wallet/debit/credit card)... cash getting lesser... hope opensys solar business can cover this.. btw... i already lower my position in this stock to very small quantity.. good luck..
Hi MFR, congrat on the earning.
Is ok to trade, as long as got enuf cash flow.
I took lower down some counter during rebound , left just lesser than 3 now.
Toward end of year, busy moment.
but some of us still here.
I will continue to wait for this counter.
0.36 or 0.355 will top up further, then next will follow by my entry price.
That's assuming results is available immediately the following day, T&S :) The financial market seems to have decided the winner based on how S&P500 behaves :) The Americans must be excited and anxious at the same time.
Possible, T&S. After all, the last market correction was back in 2022 for S&P500 and Nasdaq. As Is, the relative valuation for S&P500 companies from PE perspective is above the 5 years average and 10 years average while percentage of companies beating EPS estimate is below the 1 year and 5 years average.
All is well as long as our average price is close to the historical relative valuation. In the case of Opensys, its ~PE10 back in 2018. Annual net profit has been trending up since then, dividend payout trending up while PE is not that far off from PE10.
It can be challenging indeed, Jessie. It creates anxiety which often leads to many thoughts - yield/income vs growth, FOMO if general market is trending up or when you see some comments gogogo / limit up elsewhere, sustainability of the yield and etc. Thoughts become actions if it is not managed well. All is well as long as you know your own investment objectives including rebalancing your portfolios from time to time; maintaining yield/income and growth portfolios or moving from growth to income and vice versa.
Not sure about that, Nick. But China, Singapore, US are the top few trading partners of Malaysia. Probably foreign institutions from US are channeling their funds to areas that will benefit from Trump's policies in the coming months :) Crypto is one of it :) We should see gradual interest rate cut going into next year too.
ex div yesterday. nothing much going on here and there are other better trades, Nick. tariffs thematic theme for gloves and ace counters building up for cny rally probably.
Mgmt commented that CRMs replacement cycle has started in Q3'24; possible theme in the making. Extracted from the recent report - In the Group’s CRM business segment, a marked improvement in market sentiment has been observed, as banks resume procurement efforts, signalling sectoral recovery. Notably,
the replacement of aging CRMs supplied by the Group to the banking clients has begun in the third quarter of 2024 and will continue in the next 2 to 3 years. Additionally, there is growing interests from the same customers in advancing the CRM capabilities, such as integrating features like cheque deposit and debit card dispensing. These developments are expected to positively contribute to the Group's Hardware business segment.
its only delicious if you are looking to boost your income portfolio, Nick. there are quite a few income stocks that are delicious :) spoilt with choices.
haha... GenM and Genting are the big cap DY stocks. There are mid to small cap DY stocks too. You need to expand your search area, Nick. KLSEScreener tool is pretty good. Use the screener tool and key in your minimum DY and other criteria that you like. The more criteria you add the lesser stocks that will be screened out; possible 0. You will find some interesting small to mid cap DY stocks.