Rotational play but only if you understand it risk

A range of rotational play lately in the market. Lately burning into ICT related counters. However, only if you calculated the risk and you are comfortable with it. If not, go for recovery stock in retail, tourism, mall, airlines to catch the wave. Personally I think banks are inevitable coming back strong soon.

The Bull is in March

If based on world vaccination program and the infected rate possibly creates natural antibodies. I think by next month or most April herd will be achieved starting even US. Hold you stock in Feb and only consider dispose in March.

All markets heading better Q1

Bitcoins spike to 20K and Oil price rebound with world market keep advancing gradually. The V or U are in the race but one thing for sure money is getting smaller and market will go further.

We have also started to be more aggressive by investing some Call Warrants. We bought MBSB C32, CIMB C69, Inari C67, Layhong WA and DRB C10

We sold some Hengyuen and PetroM

Recovery of oil prices and a sudden run up. We have sold some of them in lately. But we think the speculative sentiment will drive price further as Biden is good to oil price in short term.

We added MBSB, TMCLFE and SUNREIT

COVID19 situation remained worrying and as long as vaccines are not out in the market. Overall market may still difficult to perform well except speculative play. But we always take chance to adding unvalued stocks and continuous reduce debt ratio. As reducing debt ratio being the larger priority.

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