Stocks discussion No. 12 - 2017
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posted by scrt4u @ Friday, December 01, 2017
26 Comments
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26 Comments:
Welcome to "Stocks discussion No.12 - 2017". Please post your questions or stock picks here.
the quicker the correction,the quicker the continued Bull ,) SET needs to drop for sure ,then hopefully bang bang bang 1775 lets see ,)
This month should be interesting to accumulate some good and dividend stock on a weakness."Harvest" can be between 2-5 month next year.Many stock , pretty good fundamentally are already lowest in 52 months and can dip more this year.I am focused on some small and mid cup stocks and some PF with trailing S/L protection 5-10%. On a 06.12 will be GULF -first trading day (I have some from IPO) and SSTSS gave announcement of 2.68 BHT dividend and capital return.It can lift up stock pretty much.
SET Things are slowing down aka boring. Nothing to buy yet, not even one. Another vacation? Times like this, just watch, don't bother to do anything. It's like crazy monkeys fighting each other. Once the dust settles, then we decide the outcome and how to react.
Good profit on GULF.Sold on ATO,which seems to be good move.Sold all PDI on ATO as well and lose about 10.000 BHT cos ZINC price is volatile and heading down.To risky!If not s0ld out on 21.1 could have much more lose.So good day and profitable,thanks to GULF,but need to be patient now.
added with SVI and AUCY yesterday as they are both creatures of habit and its all about the waiting game ,)
Market looks very bearish right now. The earning season came and went. Most small caps didn't perform to expectations. Have got rid of some positions but still stuck with some where should have taken profit early on. Some of these are still positive but would have got so much more had I decided to sell. For eg. SVI , I still have a lot at a cost of around 3. But honestly should have sold out when it was above 6.
Jon, you may call this a creature of habit, but from the trend , it's probably going to hover around 4+ for a long while. Look at KSL for a similar pattern of stock.
China has ordered a lot of polluting steel plants to stop production. If this works out, China steel exports would come down substantially whilst helping domestic Thai producers. We should see signs of this by mid of next year.
CBG - for those who may recall my previous post CNS posted a sell recommendation for this stock last month after which the stock shot up to over a 100.
Last week they issued a new note calling this a strategy stock and to accumulate. It promptly started going down that very day and has lost 20% since this new note.
These guys at CNS clearly know how to fool the small guy.
i am indeed still buying SVI and yes it will take a while before it takes off again but this time around i believe it will go far higher than the 6bht plus that i always sold it at before and i strongly reccomend it abeit it could take another 3 quarters of earnings before take off and i will be most likely adding again next week ,) Correct KSL is a similar creature but i have had it big time twice now but hell it takes patiece with that stock and no plans to dive in there again ,) There are quite a few clues out there why i am going with SVI yet again, so dont sell,buy more ,),),)
In a fact SVI has pretty bad numbers .EPS drop in 3Q from 0.62 to 0.17 BHT.If no repurchased scheme right now,price would be much lower and probably between 3-4 BHT.There is no clear signs that it will be changed soon.I will follow this stock now-on ,but not keen to buy for more than 3-3.5 BHT.Most ,small and mid cup stock on SET have bad numbers,so need to be cautious.
the time to buy is on bad numbers,thats exactly how i find the bargains and i do hope it drops below 4bht because i will be tracking it all the way (SVI) and wait a few quarters for the turnaround which will surely come. This is exactly the type of stock i look for and have made a lot from this one alone but this time i wont be selling at 6bht and above, ime aiming higher although the w-3 (which i have) may hold it back. I did exactly the same on PCSGH and i now have a very large profit (paper profit) and now its bearing a lot of fruit and its the last of my vehicle maker stks and wont be selling anytime soon as i like the look of their solar panel arm ,)
Made great profits on AH and SAT now completely out of both.
I still expect a nice correction before we go marching on with the SET again the sooner the better though ,)
Ime holding all but certainly buying SVI on every dip ,) Lets see ???
@Jon
Well,we will see about SVI,but there is a serious bias that stock "will play" as we wish and things are happening in a circles.We should have trailing S/L and avoid losing nice profit when stock is making big moves up already.I expect correction as well with a most of stock here.There is a not much good bargains right now and we should look stock fundamentally as well.Many "darlings" before just vanish,like EARTH or many just move down,like BWG,TAKUNI,RML,BJCHI,BA,STPI,losing 50-70% or so.SET is more "gambling area" than much other stock markets.Besides ,almost more than 2 years ,Q numbers of a most listed stock are lower and lower.Of course lower price can give more profit margin as well,but now I can not see clear signs that things will improve.
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I bought PTG expecting a rebound when it dropped to 21, and it did rebound a bit, but must say it looks quite boring.
Holding AQUA with a minimum profit, and can almost hear it snoring.
Well thats another bht250,000 profit in my pocket out of PCSGH, sold yesterday at 9.40 close to a 40 per cent gain, been buying it everytime it dipped and my average was bh6 something. Sell on good news buy on bad is my name of the game and this is my best year ever without in cluding (not sold yet) around 1,000,000 bht paper profits on ESSO and PM,
Follow the Fox and still picking up SVI ,) It will happoen but the price will be held back for quite a while yet , so plenty of time ,)
Finding it difficult to get on this blog site through my usual link ???
It's been a couple of days now. A few days ago, it said the website was being sold. What's going on? :D
i see every auto stk i sold as took a big hit PCSGH,SAT and AH ,) WHICH PROVES MY POINT ABOUT SELL ON GOOD NEWS AND BUY ON BAD ,) IF AND WHEN THEY COME DOWN FAR ENOUGH,I WILL DIVE RIGHT BACK IN BUT NOW IME JUST CONENTRATING ON SVI,SVI AND SVI,ONLY A MATTER OF TIME ,)
To JON, please use https://thaistocktips.blogspot.com/ or https://thaistocktips.blogspot.ch/ to visit this site and tell me the results.
To Dee Lee, why don't you use your google email and password to log in this site. You can see your ID is on the upper right corner of this site. It read like "dee"?
After your login, your post will display immediately after you click the "publish your comment" button.
i have been going direct by typing in free advice on the Thai Stock market and it links me in through blogger.com
Well,I do not have problem to send the post!
I just tried, website still has problems.
http://www.thaistockmarket.com/advices/*http://thaistocktips.blogspot.com/2017/12/stocks-discussion-no-12-2017.html
This shows a blank screen with a googleleads ads. Nothing else. I'm logging in here with the same method Jon uses, by blogger.com
https://thaistocktips.blogspot.com/ or https://thaistocktips.blogspot.ch/
These two sites work to log in here.
The original www.thaistockmarket.com doesn't work anymore to get in here.
Dee Lee,
I also entered again on PTG when it dropped expecting a rebound as well, but when the direction doesn't want to go up anymore, I exited. :D
To all,
Please use one of the following two links to access this blog:
https://thaistocktips.blogspot.com/ or https://thaistocktips.blogspot.ch/
If you would like to publish posts which will display immediately after you click the "publish your comment" button, you can access your google account by visiting www.blogger.com
Please do not use http://www.thaistockmarket.com to visit this blog because it seems that the website has not updated their website link leading to this blog.
Great profit yesterday with DDD.Great Christhmas gift,he he
This thread is closed. Please move to "Stocks discussion No.1 - 2018"
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