Truths Half Truths & Deceptions

Dystopian

Stocks Shares & Markets


A Missing Caveat to Last Week’s Sell-Off

Here is what is 'really' happening in the US markets at least as far as Friday's sell-off was concerned. Lest you think that investors are back in the rate inversion mania like they did end of last year, check out this read. A lapse this morning would be an opportunity if Wall Street bounces back up tonight as the futures suggest.  The local mar...

Notion The Time Is Nigh

This IR article in yesterday's Edge on Notion VTec (0083) piqued my interest because I have been mentally taking note of the ongoing developments in the group since fire broke out at its plants in late 2017. This latest IR news update brings nothing new to market since it bears all the same key outlines for an 'earnings recovery' scoop as prior ...

MyEG AR Revelation And A Laggard

MyEG (0138) latest AR is worth looking at. True to market narratives about the new Malaysia and the BN 'cronies' theory, local funds that were present in the top 30 shareholders list with the exception of EPF have vanished. This is the latest shareholding as at 2 January 2019. EPF's holdings are down only because the funds managed by Nomura has ...

AZRB A Boost If ECRL Does Comeback Into Play

This piece of news is actionable (tradable)  One stock which you can consider is this piece which you may have or can find in i3investor. Blogger does some pretty decent stuff although some of you may beg to differ on some of his calls. Honestly speaking no one can ever claim to have a 20/20 track record when it comes to stock recommendations/v...

SMetrics Whispers Review 75 Days Later

Here is a quick review of an old story I posted last November. Stock (0203) is on the march moving towards steadily upwards since mid Jan and now head towards its opening day high of 56 sen. Price was around 44-45 when I posted that whisper note.  Gist of the post in November was a market mopping up exercise of the free float - top 8 investors ...

E&O Will The Board Respond To The Slaying?

E&O (3417) despite all the negative narratives you are reading this week since it announced a 'negative surprise' fund raiser (RM250m-RM55m) via a rights with free warrants and private placement is now a contrarian trading buy. The white noise in the background about how weak the high end property market etc etc could not be more irrelevant ...

Malton Pavilion BJ In Play

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Is China Really Cheating?

I see two important message in this article by Stephen Roach in Bloomberg this morning. Stephen was the head economist for Morgan Stanley and at the height of his career was well known for his views especially on Asia economies and at that time - up until his retirement in 2012 - China. The emerging Panda (Tiger). I have always always found his ...

Destini Comeback Offers An Important Lesson

What can I say but that Destini (7212) did well since this heads up slightly more than a month ago Not bad at all Speaking of which, anecdotally I understand from a good friend that based on his order book flows, he is definitely seeing a rise in risk appetite ever since the new year. This feedback is consistent with some of the main MSM narra...

Topsy Turvy World Of MSM Bullshit

As I said last Friday, what if we were once again suckered into Wall Street's narratives that often are hard to trust? My pre-market opening comments on Friday at 16:22 about the deep sell offs with that piece from Ari Wald (Oppenheimer). I wasn't wrong. Just look at the bounce in the last 3-4 days since. The Dow closed at 22,686.22 Thursday 3r...