在这里先放上前一篇的链接，
欢迎点击阅读：
我在3月13日~23日之间的交易记录
话说我在3月13日到23日之间大量Panic Selling后，
马金户口的负债额在23日那天从6位数降到了4位数，
负债来到历史性地位。
23日当天，
我的恐慌消失了，
肩膀上的无形压力也不见了，
去医院复诊的路上更是步履轻盈，
就像小腿长了翅膀一样~
晚上，
我躺在床上翻来覆去，
却睡不着觉...............
因为，
我陷入了另一种恐慌。
之前，
我恐慌股价一直跌，
怕会损失越来越重，
而Panic Selling。
现在，
我却恐慌说股市要是已经来到最低点，
明天就谷底反弹的话怎么办？
我已经亏了30%左右，
如果错过这次反弹的话，
那么这30%的亏损就很难弥补了！
于是，
再次陷入恐慌的我，
从隔天也就是3月24日开始，
就一直Panic Buying。
3月24日：
因为贪心股息，
所以我在RM1.18的价位加码了ELKDESA。
3月25日：
考虑到MCO期间公司都不能开门做生意，
我决定买回股价已经跌了很多，
并还能在MCO期间做生意的AEON。
也就是说，
我在RM1.04的价位买回了一些在RM0.93时卖出的AEON。
唉...................
3月26日：
我在RM12.50的价位买回了一些在RM11.90时卖出的ALLIANZ。
唉.....
3月27日：
我在RM8.54的价位买回了大部分在RM7.89时卖出的AEONCR。
唉.....
3月30日：
我在RM12.60的价位买回了一些在RM11.90~RM12.30时卖出的ALLIANZ。
唉.....
3月31日：
跟上述的理由一样，
我在RM1.12的价位买回了一些在RM0.93时卖出的AEON。
同一天，
我在RM3.29的价位买回了一些在RM3.35时卖出的STMKB。
4月1日：
我在RM8.57的价位买回了大部分在RM7.89~RM9.40时卖出的AEONCR。
4月2日：
我在RM1.02的价位买进我猫了几年的KAWAN。
4月3日：
由于股价反弹得很快，
所以我在RM1.09的价位继续加码KAWAN。
4月6日：
我在RM3.38的价位买回了一些在RM3.35时卖出的STMKB。
并在RM5.12的价位加码了KOSSAN。
4月7日：
我在RM8.82的价位买回了大部分在RM9.40~RM11.50时卖出的AEONCR。
4月8日：
我在RM6.44的价位加码了TOPGLOV。
今天就暂时写到这里。
我个人倾向于长期投资，
而以上的交易记录都算是短期内发生的，
所以我不会做出任何关于这些交易的评论，
毕竟短期的评论对于长期的投资是没有什么意义的。
不过我的Panic Buying并没有到此结束，
下次再继续写下去~
感谢阅读。
以上言论没有任何买卖建议，
大家买卖自负。
Feel free to read the previous article of my trading record series:
My buying & selling record from 13rd March to 23rd March 2020
At previous article,
I mentioned that I was panic selling from 13rd to 23rd March,
and the financing amount of my SMF account dropped from 6 figures to just 4 figures only,
my debt level was at historical low.
Thus,
my panic totally gone on 23rd March,
I don't feel anymore burden like a stone pressing my shoulders,
I felt like walking on the cloud on my way to hospital to have a check-up on my surgical wound~
HOWEVER,
I couldn't fell sleep that night.................
Because,
I was having another type of panic attack.
Previously,
the shares market kept dropping and I kept losing more and more money,
so I was panic and started Panic Selling.
NOW,
I was panic that what if the shares market already dropped to the lowest?
What if the market started to bounce back the next day?
I already lost more than 30% of my portfolio,
if I missed the bounce back,
it will be very hard for me to recover from the 30% loss of my portfolio!
Another panic attack stroke at me,
so starting the next day 24th March,
I begun Panic Buying action.
At 24th March:
Since I am attracted by the dividend,
so I bought more ELKDESA shares at RM1.18.
At 25th March:
Considering that a lot of companies can't even do business during MCO period,
so I decided to buy back AEON shares which still can open door for business that time.
Yeah,
I bought back some AEON shares at RM1.04 which I sold at RM0.93 last time.
Aiks..........
At 26th March:
I bought back some ALLIANZ shares at RM12.50 which I sold at RM11.90 last time.
Aiks..........
At 27th March:
I bought back some AEONCR shares at RM8.54 which I sold at RM7.89 last time.
Aiks..........
At 30th March:
I bought back some ALLIANZ shares at RM12.60 which I sold at RM11.90~RM12.30 last time.
Aiks..........
At 31st March:
Based on the same reason mentioned above,
I bought back some AEON shares at RM1.12 which I sold at RM0.93 last time.
At the same day,
I bought back some STMKB shares at RM3.29 which I sold at RM3.35 last time.
At 1st April:
I bought back some AEONCR shares at RM8.57 which I sold at RM7.89~RM9.40 last time.
At 2nd April:
I bought some KAWAN shares at RM1.02 which I already eyeing it for few years.
At 3rd April:
Since the shares price of KAWAN bounced back very fast,
so I bought more at RM1.09.
At 6th April:
I bought back some STMKB shares at RM3.38 which I sold at RM3.35 last time.
Also,
I bought more KOSSAN shares at RM5.12.
At 7th April:
I bought back some AEONCR shares at RM8.82 which I sold at RM9.40~RM11.50 last time.
At 8th April:
I bought more TOPGLOV shares at RM6.44.
That's all for today.
Since I am more into long term investing,
and all the buying & selling above happened not long time ago,
so I will not comment anything about it.
It is just meaningless to comment about short term performance if long term investing is the purpose.
Anyway,
this wasn't the end of my Panic Buying,
I will continue writing it next time~
Thanks for reading.
I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.
List of articles year 2018
今天来看看NESTLE最新出炉的季度报告。
一开始看到营业额只有1.3%的滑落，
我觉得没什么，
但接下来看到盈利少了那么多，
就令我吓了一跳：
可以看到Cost of sales和Operating expenses的上升，
都导致了这次盈利大幅下降。
报告里有提到说营业额的下降主要是因为本地销售下跌了3.4%，
令我惊讶的是出口销售居然增加了8.8%：
本地销售下跌的原因是今年的农历新年比较早，
以及Out of Home Business下跌的影响，
毕竟外面的餐厅、咖啡馆和嘛嘛档等都在MCO期间关闭。
报告里也有提到说Operational expenses的增加，
是因为公司为了确保员工安全，
而增购了PPE设备，
导致支出上升：
还有就是公司也有参与一些relief efforts，
这也导致支出上升，
而且relief efforts的影响还会持续到下个季度。
看到这里，
我不禁虎躯一震。
看看现在股市里的一些超高PE公司，
人人都因为疫情而看好某些公司会发灾难财，
盈利会大涨。
但这些公司会不会也有参与各种relief efforts，
例如到处捐赠自家公司产品，
而导致盈利达不到人人所期待的高度呢？
当然，
这只是毫无根据的猜想而已。
盈利下降之际，
管理层也适时地放出一些好消息。
例如今年的CAPEX支出会是过去6年的最高，
大约RM280 million。
这笔投资是用来增加MAGGI厂的产量，
以及某个在Shah Alam生产的最新产品，
公司认为那个产品有高成长的潜力：
以上就是本次最新季度财政报告的要点，
若你觉得有所不足的话，
欢迎到BURSA网站自己下载一份来细读。
NESTLE的各种产品一直以来都深受马来西亚人所爱，
每次购物时看到人人都买这些产品，
身为股东是很高兴的。
但无可否认，
身为广受喜爱的食品公司，
在疫情下，
也必须承担social commitment而参与relief efforts，
以致公司支出增加。
加上各种因为疫情而导致公司营运成本上升，
身为股东还是会感到担心。
投资NESTLE又会开心又会担心，
要如何衡量就看自己了。
投资就是自己思考，自己做决定。
感谢阅读。
以上言论没有任何买卖建议，
大家买卖自负。
Today let's have a look at the latest financial report of NESTLE which was released few days ago.
At the first look,
I don't feel anything when there was a 1.3% dropped in revenue.
HOWEVER,
I was shocked that the profit decreased so much:
We can see that the rising Cost of sales and Operating expenses were the two main factors causing the profit to be reduced.
The local sales dropped by 3.4%,
but the export sales increased by 8.8% which surprised me:
The local sales dropped because of earlier timing of Chinese New Year,
and the Out of Home Business which a lot of restaurants, coffee shops, mamaks all closed during MCO period.
The management also mentioned that in order to protect the safety of employees,
more PPE were bought and causing the Operational expenses to rise:
The company also contributed to some relief efforts and caused the expense to increase,
and the effect of relief efforts will continue until the next quarter.
I became more aware after reading this.
Currently,
there are some super high PE companies in the shares market,
because everyone expected that those companies will achieve super high profit due to COVID-19 outbreak.
HOWEVER,
will those companies also contributing to a lot of relief efforts,
for example kept donating its own products,
and caused the profit to be lower than everyone expecting?
Of course,
this is just my speculation based on imagination.
Together with the profit dropped,
the management also released some good news.
The CAPEX investment will be the highest since last 6 years,
around RM280 million.
It will be used to expand the capacity of MAGGI noodle production,
and also a latest production line in Shah Alam in preparation for entry into a new high growth category with great future potential:
That's all for the important points of latest financial report,
if you feel like something is lacking,
feel free to go to BURSA website to download and read it.
NESTLE products always getting a lot of loves from Malaysian people,
as the shareholder,
we always feel happy when seeing that people buying NESTLE products while shopping at supermarket.
HOWEVER,
being one of the most popular F&B company in Malaysia,
it also must bear with the social commitment and contribute in relief efforts,
which caused the expenses to rise.
Together with the impact of COVID-19 outbreak and causing the operating cost to be rising,
as the shareholder,
we will worry too.
Investing at NESTLE now will make us happy and worry the same time,
so it depends on your own decision to invest at it or not.
Investment is always about doing own thinking, making own decision.
Thanks for reading.
I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.
List of articles year 2018
