Posts

Showing posts with the label timber

Post-Japan Disaster: After Timber, it's Glove Sector?

Image
As per our previous posts ( How Should Investors trade after the Japanese Disaster? ), we wrote about timber counters, and it's proven the right sector investors should look at. And, below is the performance of those mentioned counters. www.financemalaysia.blogspot.com All of them outperformed KLCI, which recorded -2.20% . Why WTK outperformed its peers? Simple answer is its cheaper share price and better liquidity. In fact, TaAnn and WTK is the main focus because they export 80-90% of their products to Japan. This puts them in the limelight of stocks investors should look at for the moment. Why should you look at Glove sector next? After timber, glove sector should outperformed the generally weak market sentiment. Investors are scared. Those who already bought was stuck-in there. Those who already sold was staying sidelined. And, those who dare to buy now is focusing on timber stocks only - and today glove. Main reasons were: Demand for medical glove is expected to increase sub...

How should investors trade after the Japanese Disaster?

Image
Special edition from Japanese Earthquake on 11/03/2011 (black Friday?). Duped as Japan's deadliest disaster in more than a century, 10m high tsunami crushing on the coast line, and yet to be confirmed - world's worst nuclear disaster in 25 years. I'm sitting in front of computer screen, reading the news while monitoring the share market that Friday. The more I read, my heart is bumping faster, and the share market is going downhill. Modified Tsunami picture In fact, KL is raining for whole day, signaling the bad situations would appeared somewhere, and it materialized in Japan shortly. In the morning session, KL market is rather quite. I asked myself: "Today, traders are still in bed due to the favorable sleeping weather?". To recap, below is the performances of major market on Friday. Bloomberg What should investors do? And, how should investors trade going forward? Personally speaking, I don't think this is a good time to accumulate. We never know the b...