Today (17th August 2015), KLCI dropped another
24.28 points to 1,572.54, the lowest since July 2012. 149 gainers and 836
losers
August was a terrific month for all the investors! Within 11
working days in August, KLCI index had dropped 150.60 points from 1,723.14 to
1,572.54, which is equivalent to 8.74%! That was a disaster! Our market took 2
years to up from 1,600 (July 2012) to 1,895 (July 2014), 295 points, while it
took only half month to drop 150 points! So, where will be the bottom for this
crisis? I don’t know.
Have a look with the difference between Japan market
(Nikkei) and Malaysia market (KLSE). Nikkei was in a super bull trend since
Sept 2014 while Malaysia was in a bear trend. The chart tells everything. It
was not easy to earn money in Malaysia market!
Since KLSE was so low now, a crisis might be an opportunity
for investors to collect too. Imagine one day KLSE index back to the level of
1,800 or higher, what will be the potential stocks to earn a great return? One
of the counters will be KLSE index linked stocks.
As we know that the market sentiment is bad, banking sector
and O&G sector was oversold. The top 5 losers within this month were
SKPETRO, ASTRO, TENAGA, HLFG and GENTING. SKPETRO was O&G counter, but drop
of 30% is really very terrific! TENAGA was involved in 1MDB issues. HLFG belong
to banking sector. GENTING Singapore subsidiary quarter report was bad, heavy
drop in revenue and hence it affected GENTING.
However, MISC was surprisingly strong. It was the only stock
that went against the market. It gained 2.44% due to the good quarter result.
I heard many people want to start collecting GENTING. It
might be a good time too as next year is the completion of FOX century theme
park. There won’t always have MEGA sales
in stocks market. So, every investor should take this opportunity to collect
cheap good fundamental counter. Once you miss this opportunity, I guess you
need to wait at least another 5 years.
But, the question is do you have extra bullet to collect
during this hard time?
Stocks
|
Sector
|
17-Aug
|
31-Jul
|
Changes
|
|
1
|
SKPETRO
|
Trading Services
|
1.71
|
2.45
|
-30.20%
|
2
|
ASTRO
|
Trading Services
|
2.86
|
3.37
|
-15.13%
|
3
|
TENAGA
|
Trading Services
|
10.40
|
12.20
|
-14.75%
|
4
|
HLFG
|
Finance
|
13.82
|
15.86
|
-12.86%
|
5
|
GENTING
|
Trading Services
|
7.14
|
8.14
|
-12.29%
|
6
|
AMBANK
|
Finance
|
4.93
|
5.59
|
-11.81%
|
7
|
RHBCAP
|
Finance
|
6.58
|
7.43
|
-11.44%
|
8
|
BAT
|
Consumer Products
|
59.86
|
67.50
|
-11.32%
|
9
|
MAYBANK
|
Finance
|
8.19
|
9.20
|
-10.98%
|
10
|
UMW
|
Consumer Products
|
8.99
|
10.00
|
-10.10%
|
11
|
AXIATA
|
Trading Services
|
5.73
|
6.37
|
-10.05%
|
12
|
SIME
|
Trading Services
|
7.90
|
8.72
|
-9.40%
|
13
|
CIMB
|
Finance
|
4.90
|
5.38
|
-8.92%
|
14
|
PCHEM
|
Industrial Products
|
5.84
|
6.41
|
-8.89%
|
15
|
DIGI
|
IPC
|
4.93
|
5.40
|
-8.70%
|
16
|
GENM
|
Trading Services
|
3.94
|
4.27
|
-7.73%
|
17
|
KLK
|
Plantation
|
20.42
|
22.00
|
-7.18%
|
18
|
IOICORP
|
Plantation
|
3.94
|
4.24
|
-7.08%
|
19
|
YTL
|
Trading Services
|
1.47
|
1.58
|
-6.96%
|
20
|
HLBANK
|
Finance
|
12.80
|
13.58
|
-5.74%
|
21
|
TM
|
Trading Services
|
6.18
|
6.55
|
-5.65%
|
22
|
PBBANK
|
Finance
|
17.98
|
19.00
|
-5.37%
|
23
|
IHH
|
Trading Services
|
5.69
|
6.01
|
-5.32%
|
24
|
PPB
|
Consumer Products
|
14.66
|
15.44
|
-5.05%
|
25
|
PETDAG
|
Trading Services
|
20.06
|
21.08
|
-4.84%
|
26
|
MAXIS
|
Trading Services
|
6.35
|
6.67
|
-4.80%
|
27
|
PETGAS
|
Industrial Products
|
21.06
|
22.08
|
-4.62%
|
28
|
KLCC
|
REITs
|
6.90
|
7.09
|
-2.68%
|
29
|
WPRTS
|
Trading Services
|
3.95
|
4.01
|
-1.50%
|
30
|
MISC
|
Trading Services
|
7.99
|
7.80
|
2.44%
|
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