Sunday, 15 September 2019

[Weekly review] W37 2019

Thoughts
Happy Mid Autumn Festival.
Its been a long long week for me. I've literally worked thru the entire weekend!
needed some break so look at my stock holdings and feel a bit high, since it is this job that is giving me the $$$ to invest in things. 🍭



Trade Positions

ThaiBev. will hold on to this, and if there is a nice trading pattern & price is above my scale-up trigger, i will load up a bit. not bad since i have collected 2x distribution (meagre amount) from ThaiBev. then again, just lucky i am still holding onto it.


AEM. Fortunately, i gave myself  2 weeks to relook (as mentioned here) because a few weeks back, with all the chaos it was inevitable that prices were affected, quite glad i din't miss this recovery and also the DIV! lol.  I traded because of the chart and based on this pattern, i will continue to hold it. But on a fundamental reason:

  • Semiconductor equipment makers reporting 20% down in sales (here)
  • Yet they released a recent profit guidance ( increase in order books by 30% for FY2019)



PanUnited. The wait pay-off, price recovered a bit and i received some dividends. can continue to hold on. If can break abv 50MA, likely to see it continue its climb upwards!


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