Latest Update

Have not updated for a while ... not really comfortable with rising market, which is kind of against personal expectations. Still, no point arguing with it. Better to trade cautiously and avoid chasing those which have run far ahead. At this point, slow gain but lower downside is better than fast gain accompanied by risk of substantial loss.

TOMYPAK has doubled recently, I still have no idea why, but thanks anyway... net asset per share is > RM1.50 (if I remember correctly based on the last quarterly disclosure), so at the 50c-60c it was prior to this move it was seriously undervalued... might still have some way to go. Coming down on miniscule volume today. Pity I sold half my position when the crisis hit, but who would've known anyway.

All recent buys below, no sells:

Latest purchases:

APB: +8,000 (0.91) ... Total 30,000

OPCOM: +18,200 (Avg 0.707) ... Total 18,200

KFIMA: +10,000 (0.62) ... Total 10,000

Was waiting and hoping to pick up more KFIMA below 60c but doesn't look like that'll happen now. Will likely not chase.


/ichithekiller