$MSM - The Story behind the Chart

Trending stockbitor @ thechartstory72 shares his technical analysis "After that strong spike, prices found resistance at the 2.618 Golden Ratio level. Prices are now slowly descending and forming a downtrend ranging pattern where bankers are slowly selling off their shares now...

PROPERTY SECTOR - next theme of recovery?

Stockbitor @ jhorng shares an interesting analysis "Market will always factor in 6-12 months ahead. With the recent rise in commodity/asset prices/inflation rate and huge money supply in the market, extension of HOC and rising target for daily vaccination, will property counters make a comeback..?

RUBBER GLOVES - Private Equity consortium to buy majority stake in Medline

Stockbitors discuss the relevance of this news "A private equity group comprises of Blackstone, Carlyle Group and Hellman & Friedman; Abu Dhabi Investment Authority and Singapore GIC reached an agreement to buy private medical supply company Medline Industries in what would be one of the biggest leveraged buyouts of all time.

$MMCCORP - Low Risk Event Driven Trade - Attractive M&A Arbitrage trading at high teens annualised return.

Stockbitor shares another arb idea "MMCCorp was to be taken over by its owner Tan Sri Syed Mokhtar by way of SCR.. This deal will take longer due as Timing of SCR can drag, with high court approval timeline being hard to predict..

$IJMPLNT - Low Risk Event Driven Trade - Attractive M&A Arbitrage trading at high teens annualised return.

Stockbitor shares an interesting idea "$KLK made an offer for $IJM's stake in IJMP of which - now that the transaction conclude, KLK will be obligated to make an unconditional MGO for all shares not held..

Let's Talk about INFLATION

Stockbit Malaysia presents another borak borak / hangout session in collaboration with Savwee Investment on INFLATION between our stockbitors @ mengteck and @ Nyago! They will be discussing about how COVID19 and various central banks' actions are affecting prices of goods and services; how different macroeconomics policies may impact interest rate and asset valuations, how to navigate around inflationary environment and more!

$TOPGLOV - Breaking down result briefing slides

Stockbitor @ nyago shares his findings

"1) They quote 16% q-o-q drop in ASP (from 19%) - mainly due to US market loss, where ASPs are higher.. 2) They give a breakdown of sales volume and ASPs by type of gloves:
- ASP for nitrile gloves down 20%, sales down 13% q-o-q;
- ASP for latex powdered gloves up 1%, powder-free down 2%, blended sales up 4% q-o-q;
- ASP for vinyl gloves down 20%, sales down 14%..

$EFORCE - Highly dependant on $BURSA activities

Stockbitor shares briefing takeaway

"50% Bursa trading volume flows through the system.. 80-90% div payout..

70-80% revenue is recurring, coming from application service provider and maintenance service segment. I asked whether- EFORCE takes a cut of brokerage fees from its clients, and how many clients have that variable portion - management was not able to answer but In short - variable portion could come from cloud storage solution to a cut of brokerage fees, there's a positive correlation between-