NewbieSaham BSKL

Salam you All !!!

Topic untuk minggu Ketiga pada bulan jannuary 2025


*21/1 - KESAN KENAIKAN OPR ATAU INTEREST RATE BY FED BAGI PELABUR (8.30PM - 10.00PM)
*22/1 - PLATFORM M+ GLOBAL (8.30PM - 10.00PM)
*23/1 - LIVE TRADE (DZUL) (10.30AM - 12.30PM)
*23/1 - CARA MEMBACA MARKET DEPTH CHART SAHAM (8.30PM - 10.00PM)

Noted:
sekiranya ingin datang kelas secara online dan fizikal perlu daftar 2 kali

Masuk percuma! Tempat terhad untuk 20 orang sahaja ya.

Alamat Pejabat:
Mplus Wangsa Maju ( MWM )
No 76-1 Jalan Wangsa Delima 6,
Pusat Bandar Wangsa Maju (KLSC)
Setapak 53300 Kuala Lumpur

Google map https://goo.gl/maps/57uJhiCqREDi66Q37


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Berminat untuk buka account boleh wassap Remisier
-013-6820493 (Kamal, Seremban)

Market update: Inflation pressure is likely to continue on our end despite all the subsidies being given to the rakyat. However, we have a GDP growth of 8.9% in 2Q. Hence we do not rule out the possibility that BNM may continue its stance to hike the OPR (although consensus is expecting that BNM to take a pause in the next meeting). Meanwhile, the ringgit is on the weakening path.

Given that scenario of positive GDP growth, rising inflation rate and softer ringgit, we believe BNM may continue instead of taking a pause. In view of that, we still like the banks for 4Q in view of the interest rate upcycle environment.

Sector focus: While overall sentiment could remain negative, investors may buy on dips in the banking sector under the interest rate upcycle environment. Meanwhile, the market may favour the renewable energy, construction and building material segments prior to the tabling of Budget 2023. Meanwhile, we still like export-oriented segment such as the packaging industry.

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Market update:

The FBM KLCI remained beneath the key 1,500 level as profit taking activities emerged in selected banking and industrial products & services heavyweights. We believe the market sentiment may turn negative again following a sharp selldown on Wall Street triggered by a stubbornly high inflation, which will prompt the US Fed to maintain its hawkish stance at least for the near term. Commodities wise, the crude oil price hovered around USD93, while the CPO traded above RM3,850.

Sector focus:

We are expecting an overall decline on Bursa exchange, with the technology taking the biggest hit, in tandem with the Nasdaq’s selldown. However, we believe there could be some sweet spot within defensive stocks such as within the banking and consumer sector. Meanwhile, we expect bargain hunting activities to emerge within the energy sector as the Brent crude oil price is above USD90

Source: M+ Online
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Serba Dinamik GAGAL bayar hutang,

interim liquidator telah dilantik untuk mengambil alih syarikat.

Definisi : A liquidator appointed by the court in respect of a company to maintain the value of the company's assets pending the determination of a liquidation application.

ahkamah mengeluarkan arahan dengan meluluskan permohonan 6 bank untuk melantik interim liquidator. 6 bank tersebut ialah :

1. Standard Chartered Saadiq Bhd
2. HSBC Amanah Malaysia Bhd
3. AmBank Islamic Bhd
4. MIDF Amanah Investment Bank Bhd
5. United Overseas Bank (Malaysia) Bhd
6. Bank Islam Malaysia Bhd

Kesemua bank ini diwakili oleh Shearn Delamore & Co’s Datin Jeyanthini Kannaperan.

Dalam sebutan kes, Serba Dinamik diperintahkan untuk membayar tranche pertama hutang sebanyak 7.5% daripada jumlah hutang sebelum 12 Ogos 2022.

Akan tetapi, syarikat gagal berbuat demikian dan langsung tidak mengendahkan arahan tersebut.

Sumber: NajibFazail, https://www.theedgemarkets.com/article/court-appoints-interim-liquidator-take-control-serba-dinamik-after-it-missed-payment-under
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Market Update : (24/8/2022)

After several rounds of profit taking on the Technology sector, we are seeing funds shifting towards other sector, which include O&G and building materials. Due to weaker ringgit, for those that are still exporting they should benefit under this environment

If we based on the timeline of election that should be soon and the buying interest that emerge on the building material stocks, it could be suggesting that there are some theme that should be revealing in the near term. Under the building material segments, PMBTECH has started a breakout above RM3.36, next target at RM3.60-3.80. Support at RM3.15.

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**VALUE TRAP**

Pernah tak korang beli sesuatu saham yang korang rasa macam undervalue, tapi makin lama peram makin terjunam? Itulah VALUE TRAP! Dah ramai terkena!

Dah ramai terkena! Apa ciri-cirinya?

1. Didagangkan pada P/E ratio yang rendah atau single digit , cash flow yang rendah ataupun book value yg rendah.

2. Business plan yg susah difahami / kerap rugi. Jangan ambil risiko utk melabur dgn syarikat yg business plannya lapuk , tak update.

3. Management yang tak rational.

Apa maksud management tak rational?
Haa...kalau management/board sendiri kerap jual pegangan saham, itu petanda yang diorg sendiri tak yakin dgn company. Tapi kena tengoklah jugak kenapa dan banyak mana..Jeff Bezos jual pegangan saham syarikat beliau sendiri every year tapi harga tetap naik.

4. Banyak hutang jahat.

5. Tiada economical moat / kekuatan istimewa yang boleh membantu syarikat utk terus mampan menangkis saingan.
Ramai guna PE ratio untuk menilai tapi kena beringat PE ratio tidak mengambil kira kedudukan hutang syarikat dan juga prospek hadapan.

Kebolehan utk anda melihat prospek hadapan syarikat kemudian mengira cash flow syarikat di masa hadapan sangat membantu.

Kerana financial ratio adalah kebolehan memahami catatan lampau. Manakala harga bergerak berdasarkan persepsi akan datang.

Dan analisa business adalah kemampuan kita utk melihat masa depan syarikat. Dalam Bursa ada banyak value trap. Antaranya saham Red Chips.

SUMBER:investorlab

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BP Plastics Holding Bhd (BPPLAS)
– 2QFY22 Results Note Snippet

(i) Core net profit declined 17.4% YoY to RM12.2m due to elevated freight charges and higher production costs. QoQ, however, core net profit jumped 61.7%, largely arising from higher revenue backed by a better product mix, as well as better margin driven by a timely cost pass-through via higher selling price.

(ii) Resin market has been facing downward pressure since late-April, largely due to (a) growing upstream stockpile, (b) lower monomer cost, and (c) demand concerns stemming from continued Covid-19 shutdowns in China. We expect the downward trajectory in resin prices to persist, barring any unforeseen distruption on the supply.

(iii) BPPLAS remained committed to the commissioning of the 10th Cast Stretch Film machine by end of FY22 to boost the production capacity to 11kMT per month or 132kMT p.a. The group intended to acquire two Blown PE films machine by end-FY23 to add 700MT/month to nameplate capacity.

As the core net profit came in above our expectations, we upgraded our FY22f and FY23f earnings forecast by 21.9% to RM36.2m and 17.9% to RM38.8m respectively. The earnings forecasts will take into account the upcoming 10th Cast Stretch Film machine, two Blown PE films machine commissioning in FY23, solid demand amid global economic reopening, as well as the improving margin resulted from a better product mix coupled with a lower production cost. We upgrade BPPLAS to BUY (from HOLD), with a revised target price of RM1.93 as we rolled over to FY23f.

More at: https://mplusonline.com/articles/stock-digest-bp-plastics-holding-berhad-signs-of-margin-recovery

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Stock Digest - BP Plastics Holding Berhad - Signs Of Margin Recovery | Knowledge | M+ Online Moving forward, we expect demand for plastic packaging to remain robust amid reopening of global economies. Nevertheless, the industry may still face the challenges arising from global economic uncertainties, ongoing conflict between Russia and Ukraine that strains the supply chain, as well as the f...

Apa khabar trader

Pastikan trader semua update isu semasa berkaitan Global Market dan Local market, supaya anda akan dapat peluang yang menguntungkan dalam pasaran saham.

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Bagaimananya Karakter Seorang Pelabur Yang Berjaya?

Tentu anda pernah atau banyak kali tertanya-tanya macam mana karakter seorang Pelabur yang berjaya di dalam dunia pelaburan yang penuh pancaroba atau dugaan yang mampu meruntuhkan keyakinan diri seorang itu walau setinggi mana pun dia ade. Saya ingin kongsi beberape ciri seorang pelabur yang berjaya.

Ya nampak tak banyak tapi tak semua orang mampu buat sebenarnya.

1. Disiplin
Ini point pertama tapi sebenarnya paling susah nak buat atau konsisten untuk berdisiplin. Setiap hari kite boleh nampak banyak peluang di pasaran saham dan macam-macam cara atau teknik yang kita boleh pakai untuk trade bagi memaksimakan keuntungan kite atau lebih buruknya ialah kerugian. Apabila tiada peluang di pasaran saham, jangan sesekali memaksa diri anda untuk membuat entry.

Anda mungkin boleh kerugian atau keuntungan jika bernasib baik. Ini sudah ibaratkan berjudi. Kite seharusnya menunggu peluang yang cantik bagi memaksimakan keuntungan dan minimakan kerugian kite sebaik mungkin.

Berdisiplin tak ramai orang boleh buat. Pantang nampak peluang terus masuk tapi analisa/hujah tak cukup kukuh lagi. Pelabur yang berdisiplin dan bijak hanya akan membuat entry apabila adanya peluang bukannya membuat peluang sendiri.

2. Kesabaran
Kesabaran berkaitan rapat dengan disiplin. Di dalam dunia pelaburan memerlukan kesabaran yg tinggi sebenarnya iaitu kesabaran menunggu. Pelabur yang bijak akan menunggu dengan sabarnya untuk membuat entry yang ideal bagi mengenal pasti waktu yang sesuai untuk masuk dan keluar dari pasaran dengan tepatnya.Bukannya masuk pasaran dan lepas beberapa minit dah keluar tanpa pelan yg betul. Pelabur yang berpengalaman biasanya mempunyai kesabaran yg tinggi dan tidak mudah menggelabah walaupun di goncang.

3. Kesesuaian
Jikalau anda sudah terbiasa dengan pasaran saham, anda mungkin ade perasan yang peluang yang datang setiap hari adalah berbeza. Jarang untuk nampak sama. Anda kena bijak sesuaikan diri dengan keadaan semasa di pasaran. Kalau anda terlalu mengikut buku teks mungkin agak susah bagi anda nampak peluang itu.
Justeru itu, kita sebagai pelabur yg bijak kena pandang pasaran dari berbagai sudut.

Jangan terlalu tumpu pada satu sudut. Banyak peluang mungkin anda akan terlepas. Pelabur yg berjaya akan melaksanakan strategi mereka berdasarkan keadaan pasaran dan tahu bila strategi tersebut boleh pakai atau perlu menukar strategi yang sesuai seperti apabila pasaran berada di dalam keadaan yang tidak tentu hala, pelabur yang bijak tidak akan masuk kerana risikonya yang agak tinggi.

4. Kekuatan Mental
Pasaran bukan kawan atau musuh anda. Ada masanya kita mengalami kerugian atau keuntungan.Apabila kita mengalami kerugian yang besar atau berterusan, kita janganlah mengalah dengan cepat. Anggaplah ianya suatu proses pembelajaran untuk kita terus maju dalam dunia saham. Setiap kali anda mengalah, kemungkinan tinggi untuk anda gagal dalam peluang seterusnya agak tinggi. Tipulah kalau seorang pelabur tu tak pernah mengalami kerugian.

Kerugian itu yang membuat mereka terus bangkit dan belajar dari kesilapan untuk menjadi seorang pelabur yang mentalnya kuat. Seorang pelabur itu kena sentiasa bersedia menghadapi sebarang kemungkinan di dalam pasaran. Apabila anda cukup bersedia, teruk macam mana pun anda masih boleh berdiri dan hadap pasaran.

“ Kalau takut di lambung ombak, jangan berumah di tepi pantai.”

Sumber: hasil nukilan MarketDominance AKA Market Demon

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Market update:

After fluctuating between modest gains and losses for most of the day, the FBM KLCI (+0.1%) inched up as gains in PMETAL outweighed losses in selected banking and plantation heavyweights, powered by a surge in aluminium price. However, tracking the weaker performance on Wall Street overnight, the local bourse may turn sideways amid profit taking activities on the broader market. Nevertheless, we expect the support from the recent net foreign buying amid the recovery hopes following more sectors to be allowed to operate in Klang Valley in the anticipation of moving into Phase 2 of NRP should be able to cushion the downside risk in the market. Meanwhile, CPO price climbed while the crude oil price saw a pullback.


Sector focus:

With more economic sectors reopening in Klang Valley amid increasing vaccination rates and lower Covid-19 cases, investors may remain bullish on recovery theme sectors, favouring banking, consumer, construction, property, plantation and building material. Meanwhile, the steel and aluminium related counters may dominate as aluminium price remained elevated.

Source: M+ Online

With the Covid-19 daily infections dropped to its lowest in 28 days, we believe focus would remain in the recovery theme stocks such as banking, consumers, construction and property. Besides, building materials counters may gain traction following higher aluminium price. Meanwhile, plantation counters may be attractive amid higher CPO price.


Source: M+ Online


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