We bought OSK, Jaks and KIPREIT

If RHB result is good. It should benefit OSK. Base on current price of OSK not even reflect the performance of RHB Bank. We have been gradually collecting it when market is weak. I like Jaks as going forward 2020 expecting a slow economy. Its energy segment may deliver and in fact a potential leap frog if there is no fraud accounting basis. Eventually Kipreit is still our REIT target. We need good cashow model return. Currently in term of yield and potential capital gain will still let us fall in love with Kipreit.

Swinging trend in US-China trade crisis shown start of non ethical era

Business is the advocator of certainty. Speculator is the advocator of crisis. When today major leaders are stunning market rather than calming down market. The era of non ethical and highly unpredictable started. Hedging may become one of the necessity of all investors.

GENM major share holder ethic raised question

I have been buying GENM due to its beaten down price by surrounded theme park issues and new taxes. I always think it is a good worthy stock. But recent decision by major share holder in buying assets from its own pocket did raise question. The point is not long term or short term. Most important is the ethic. That’s set bad example to Malaysian stocks.

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