PRODVESTOR's comment on AIMFLEX

PRODVESTOR · 2024-12-30T10:25:05+08:00

My gut feeling tells me this stock will hit LU in 2025. Even though there’s no media coverage or mainstream news about this technology yet, you can easily find information by Googling. Companies like Nvidia, TSMC, ASE, Intel, Global Foundries, Broadcom, Jabil, Foxconn, MediaTek, UMC, and Vanguard are investing billions into co-packaged optics technology to replace copper wires, improve energy efficiency, and boost bandwidth. This is the first listed company in BM to bring such cutting-edge technology. Trust in them and give them sometimes .

SEA BOBO

Chill, 我还在
等多一下也无妨，反正放进股市的钱都是我亏得起的。只是看着两个不一样的投资，短期内不一样的结果，心里不平衡罢了 :D
好的东西是值得等待的～

1 Like · 2 weeks · translate

PRODVESTOR

I'm still holding patiently and holding it as long-term investment . I won't sell unless there's changes in fundamental

Like · 2 weeks · translate

PRODVESTOR

Peter Lynch, one of the greatest growth investors of all time, once said:
"If you're in the right stock, it's better to hold on for the long term."

Like · 2 weeks · translate

PRODVESTOR

Everyone wants to earn fast money nowadays, and no one wants to be investors.

Like · 2 weeks · translate

SEA BOBO

@Derrick
Everyone wants to earn quick money is actually very normal.
想象你面前有棵树，上面结满的都是果实。在人类很早期的时候，如果遇到这棵树，都会选择直接把整棵树的果实都采下来，也为了避免夜长梦多，会选择把眼前的果实都一口气吃完。
这个举动在那个年代再正常不过了，因为眼前有太多不确定性，不知道这棵树以后会不会枯萎，也不知道会不会有猴子会吃完，也怕带着那么多果实走来走去会不会被别人看到然后抢走。

Like · 1 week · translate

SEA BOBO

从祖先的那一辈开始，这种行为就深深刻在我们的基因里。每个人都想在最短的时间内，能吃完整棵树的果实，以免夜长梦多。这是人性，再正常不过了。

有一本书叫做thinking, fast and slow，也很好地解释了人性 :D

Like · 1 week · translate

SEA BOBO

So tesla share price was purposely pumped up by the funds for a better exit price. Without a strong and solid earnings report, the share price will fall back to its intrinsic value no matter how.
Based on the latest report published by Aminvest, Genetec Q4'24 earnings will be around 16 million. Our local funds sibe suka genetec because Tesla - > Elon - > Trump - > Genetec - > Rich kopitiam
Will the Europeans boycott tesla because of the tariffs?

Like · 1 week · translate

SEA BOBO

I bet many retailers will continue to hoot9e genetec since the chart is on uptrend, still can buy high and sell higher.
Perhaps tesla will dish out more contracts to genetec because their sales will be better in the 2nd half of this year. Trump will force the Europeans to buy tesla to Make Europe Great Again.
No matter how, don't bet against Elon, a tariffs + sanction will come if the Europeans boycott tesla.

Like · 1 week · translate

SEA BOBO

China has 1 trillion trade deficit with the world last year. I believe by putting 1000% tariffs on China will be able to cripple their economy.

US is going to earn trillions by taxing the foreign countries, and the money will go to tesla, because the government is going to employ tesla optimus to replace most of the government workers. Their government is going to be so rich until a point where they are able to subsidy the egg price like our government does.

Like · 1 week · translate

Aaron Yong

BOBO 还是美股好哈哈马股要死不活连港股都飞天了不明白外国机构撤什么还是有大事要发生金价也越来越高

Like · 1 week · translate

SEA BOBO

Hey，我看的数据是不是跟你不一样。。。外国机构回来了，慢慢地回着来。。。他们都不敢动这个板块，因为太多变化了，不知道那个橙色的老头要搞什么。
买金是因为老美要玩逆全球化，这个玩法是会把那些穷人送进火庐，死的更快。不过那些没读书的maga不知道，可以说是心甘情愿。
我当初hoot港股的时候就是在想，美股已经被hoot到飞天了，risk to reward只剩下中概股很便宜。不过我已经下车了，现在是马股很便宜的时候，是机会。。。

Like · 1 week · translate

SEA BOBO

他的tariffs plan跟他的iq都一样，最近的steel and aluminum tariffs，在我看来是他sok chun，只敢做这两个。
接下来还有老共的10％ tariff，鸡蛋的问题，跟取消800usd以下的tariffs exclusion，我在坐等老美二月的cpi数据，肯定很好看。
接下来他要做台积电一单，在我看来他是想要死地更快，去做9一个他们没有upper hand的公司。。。虽然说不要bet against america，不过我的观点是，dont bet on america under his term。
赌吧，看是老美要抱着大家一起死，还是他自己死先。

Like · 1 week · translate

Aaron Yong

老美自己死和抱着大家死全世界都不会好过的中国还没到可以接手世界大哥群龙无首世界会很乱的希望马斯克可以救一救美国减少美债

Like · 1 week · translate

PRODVESTOR

His tariff plan is no longer extreme and aggressive like before , say very big tariff , but ... hmm ... hmm

Like · 1 week · translate

PRODVESTOR

The stock market is nearing records because Trump’s tariffs are seen as ‘more bark than bite’

Like · 1 week · translate

SEA BOBO

Haha I finally know why... His son, X just whispered that trump is not the real president...
An unelected billionaire was having a media interview inside the president office... Hahahah

Like · 1 week · translate

Tok Tiong

No call buy. Seabobo

Like · 1 week · translate

SEA BOBO

Ok deleted. Thanks for reminding

Like · 1 week · translate

cheng

old habits die hard. haha

Like · 1 week · translate

cheng

11 cents incoming?

Like · 1 week · translate

Tok Tiong

lets see Qr then we decide add or nt. Chill

Like · 1 week · translate

cheng

Seabobo is not doing buy call, Tok Tiong. He was gung-ho and kept shouting buy every half a cent down since 16 cents. Thats FOMO. Bukan Fear of Missing Out but Fear of Momentum Outflow since 16 cents. Lol, no pun intended.

Like · 1 week · translate

SEA BOBO

U notice that I never shout when the price is going up like a ruler. I'm not baiting you to buy @cheng.

Like · 1 week · translate

SEA BOBO

When the price start to chiong up and people chase it, then it's called as FOMO. When the price start to chiong down and people start to run, then it's not FOMO.

1 Like · 1 week · translate

Michelle Yong

Nice,every day high volume at the end of the day. Use company name to buy, use personal account to sell

1 Like · 3 days · translate

Tok Tiong

125 really coming soon..

1 Like · 3 days · translate

Newguy

So much selling

1 Like · 3 days · translate

Tok Tiong

Help....new low

Like · 2 days · translate

Newguy

No eye see, just leave it and come back after few months

Like · 2 days · translate

Michelle Yong

Yeah new low, those ppl are missing

Like · 2 days · translate

Kian Onnsie

I am here.!!..#

Like · 1 day · translate

Kian Onnsie

So !!!.

Like · 1 day · translate

Kian Onnsie

And u r missing when it gain!!.

Like · 1 day · translate

Newguy

Hope for the best, whole bursa laosai

Like · 1 day · translate

Tok Tiong

125 BQ gone..Seabobo 120 mcm sedap

Like · Yesterday · translate

Michelle Yong

Haha below 0.10 soon

Like · Yesterday · translate

cheng

11 cents incoming?

Like · Yesterday · translate

cheng

SEAfood lebih sedap, Tok Tiong. Haha. Top notch FA and FOMO. FOMO here is fear of momentum outflow - blaming others for Mr Market's actions and FA here is foolish arrogance - sendiri didnt read but had the audacity to say other didnt read. Traits of FA people - Self-obsessed, likes to brag, needs attention/admiration, exaggerate own abilities.

Like · Yesterday · translate

Newguy

没子弹捞了，整个马股laosai

Like · Yesterday · translate

SEA BOBO

我在老共的朋友告诉我，这次trump的10％ tariffs搞到他们的customer寄了一封email来，要求5％顾客扛，另外5％要他们给discount。
其实trump也不完全错，的确有一部分需要企业pay，或者国家的currency扁值来给。不过老美那边卖的产品，多数都会直接+10％，转嫁给他们的人民。在他们眼里，企业不能赚少钱，尤其是上市公司，不然他们的股市崩了，对谁都没好处。
马股跌到这样，应该是把tariffs的影响算进去了，投资者只能多求自福了。

Like · Yesterday · translate

SEA BOBO

把supply chain带进去美国，是我看过最搞笑的政策了。等于告诉我他们想要weak dollar，不过要成为reserve currency或者international trade currency，又需要strong dollar，矛盾到我不知道他们要什么。加上人工跟intermediate goods的价格，他们的manufacturing是注定失败的。。。
我还是那样认为，全部回去是不可能的，就算回去，也会是那些非常重要的产业，比如先进半导体制造等等。所以tariffs有三个用途，第一是政府的revenue，第二是把重要的产业链带回去老美的政策，第三是则一个negotiation tool。
打个比方，在美国arizona的tsmc，产能的比例比Taiwan低很多很多。如果我没记错，arizona的产能只有差不多overall的1.5%。盖厂什么的，都需要时间，所以放长双眼看吧，回去是他们想要的，but at what cost？

Like · Yesterday · translate

Tok Tiong

sos sos mayday.. 115

Like · Yesterday · translate

cheng

You will see Luster Chuah buying soon since its below pp price, Tok Tiong. Old habits die hard :)

Like · Yesterday · translate

Tok Tiong

BQ gone again 115

Like · Yesterday · translate

Nic Ng

bungkus, balik kampong.

Like · Yesterday · translate

Newguy

Gosh, scary

Like · Yesterday · translate

Tok Tiong

BQ110 gone....

Like · Yesterday · translate

cheng

Okay, 11 cents confirmed :)

Like · Yesterday · translate

Tok Tiong

From 180 to 110

Like · Yesterday · translate

cheng

Seabobo must be thinking Cheng pushing it down to 11 cents. hahaha

Like · Yesterday · translate

Yeoshin Chang

Big discount. If the price drops more on Friday, I can consider buying some of this stock

Like · Yesterday · translate

Tok Tiong

110/115 day 1.. In Chuah and Derrick we trust

Like · Yesterday · translate

Newguy

too bad no more bullets to lower down

Like · Yesterday · translate

Tok Tiong

I add le.. 110/115.. lets sink

Like · Yesterday · translate

SEA BOBO

Ok la @cheng, you win at this moment, just talk whatever you want :D. Rest assure I'm still holding this and mi equipment in bursa.
Let's see.

Like · Yesterday · translate

Tok Tiong

@seabobo.. no add abit now? look sedap

Like · Yesterday · translate

SEA BOBO

No le, don't want to hoot the falling axe. Last time it was an artificial knife, now it's a real sh*t falling axe.
Bursa is very attractive now, many fire sales, and I'm thinking to add some other stocks after this sh*t selling is over.

Like · Yesterday · translate

cheng

Thank you, Seabobo. You are wrong again and must be hurting your ego. I have no interest in who is right and wrong. Its your money and not mine. Feedbacks is a gift. Look at your own comments in this post and the previous post started by Book Soon Tan :) If you are happy putting me down, I am happy with entertaining your foolish arrogance too. All good :)

Like · Yesterday · translate

Michelle Yong

Sea bobo is harming newbie.

Like · Yesterday · translate

SEA BOBO

Wow, to all the newbie, please block me. Thank you.

Like · Yesterday · translate

Nick Chung

wow good price to buy soon

Like · Yesterday · translate

Admiral Adama

if cheng is not buying, then everyone else is wrong but him...
But if he is buying, then everyone else is also wrong but him...

Like · Yesterday · translate

Admiral Adama

personally i dont think bobo is wrong on fundamental but just wrong timing...

in bursa, the fundamental of a company is the least important reason that move up the stock price...

1 Like · Yesterday · translate

Tteffub Nerraw

During bear market...never buy or hold penny stock.

Like · Yesterday · translate

SEA BOBO

去年还能餐餐吃zapfan
今年bursa的走势真的让我餐餐吃roti kosong

Like · Yesterday · translate

SEA BOBO

如今老共学trump，每天冒出个头来吹会刺激本地消费。一个每天喊tariffs，一个每天喊印钱救市。加上baba刚刚出业绩，今晚准备喷了。
老共的剧本准备好了，东升西降。

Like · Yesterday · translate

cheng

Haha, Adama. As much as you don't like ppl to cut leeks, I have my principles when it comes to public forum sharing. It's ok to have differences in opinions, but to put other people down is a No :) Seabobo knows very well what I am talking. Of course I am well aware egoistic / foolish arrogance people are revengeful too.

Like · Yesterday · translate

cheng

I agreed with timing and feedbacks is a gift :)

Like · Yesterday · translate

Admiral Adama

well, while most ppl dont like to speak the ugly truth and name calling, i do...

That is why most ppl think i am a rude and annoying a$$hole haha...

Like · Yesterday · translate

Admiral Adama

i do welcome different opinions. It is just i dont like opinions that trying to mislead everyone else or come with strong hidden agenda...

Like · Yesterday · translate

Tteffub Nerraw

That is what we call a hidden Bias. In the end, the man who fool others, fool himself in the end.

Like · Yesterday · translate

Admiral Adama

everyone has bias one way or another. But that is ok as long as u mean it when u say it...

1 Like · 23 hours · translate

Tteffub Nerraw

I prefer to see the truth and identify bias. That is the only way to lose less money.

Like · 23 hours · translate

Admiral Adama

Most ppl prefer chicken soup or sugar coated lies even if it will most likely bring them to holland...

1 Like · 23 hours · translate

cheng

Not surprising in stock forums, Adama, TN.

Like · 12 hours · translate

Admiral Adama

anyway, i still think your opinions have insight. The only one i strongly disagree is what u said in parkson haha...

Like · 12 hours · translate

cheng

its ok to disagree :) feel free to provide feedbacks and that helps to keep check on my own biases.

Like · 12 hours · translate

Tok Tiong

downside become more limited...lol

Like · 11 hours · translate

Nick Chung

0.11 le still don't want hoot ah

Like · 11 hours · translate

Tok Tiong

@Nick wait 0095

Like · 11 hours · translate

Michelle Yong

Chuah sold.....

Like · 11 hours · translate

Roywong Wong

哈哈哈又是chuah。。。。。

Like · 11 hours · translate

Mari Gold

Sian, block idss dont want give us earn T.T

Like · 11 hours · translate

Michelle Yong

No idss but someone just sell

Like · 11 hours · translate

Mari Gold

Wait QR release and PMX manage to contact DT only enter-

Like · 11 hours · translate

cheng

Nick bought it already? pp share qty effect is 20% dilution. 0.13 pp price to 0.105/0.11 is also 20%. Safety net at 0.07.

Like · 11 hours · translate

SEA BOBO

Someone just dump like no tomorrow to cut loss. That's very normal in this current market sentiment.
BTW, US has a very high chances to go into recession. You look at walmart earning guidance, very very weak. It's a sign that we should be aware of.

Like · 11 hours · translate

cheng

probably not one person. selling since end of last year. can be proxies?

Like · 11 hours · translate

SEA BOBO

My guess is the warehouse thing...
Probably the remisers are dumping to cut loss.

Like · 11 hours · translate

PRODVESTOR

Many stocks are dumping like no tomorrow, which further triggers margin call . Margin holders will need to clear off some stocks , however, due to weak sentiment , many stocks are lack of liquidity, the only stock can throw is 0209

1 Like · 11 hours · translate

PRODVESTOR

There is plenty of liquidity there for margin holders to dispose.

1 Like · 11 hours · translate

PRODVESTOR

The situation is the same for YBS 's case, which dragged warehouse burst for several Penang stock like Notion etc

1 Like · 11 hours · translate

Nick Chung

morning buy 1m unit at 0.11 and sell 0.12 ok bo

Like · 5 hours · translate

cheng

Not ok, Nick. If i were to be you, I will not sell all yet if your first batch is at 0.11. You have 20% margins from pp price and safety net at 0.07. Luster Chuahs are getting ~1M compensation yearly and that's the baseline expectation that company should buyback share to be fair to shareholders. Latest buy back amounted to 965k. Wait for music start. Old habits die hard - Luster Chuah will buy in when market price lower than pp price. I believed you are familiar with Luster chart patterns which matches the pp patterns :)

Like · 5 hours · translate

Nick Chung

what's their pp price ? I didn't see