Saturday, 3 November 2018

等啊等,股市风暴何时来?


话说我从2011年开始投资,
至今都快8年了。

当年我开始投资时,
很多人都在等。
等什么?
等3年一次的股市风暴。

2012年我继续投资,
很多人还是在等。
等什么?
等4年一次的股市风暴。

2013年我仍然在投资,
很多人还是在等。
等什么?
等5年一次的股市风暴。

如今已是2018年,
我还在继续投资,
而很多人还是在等。
等什么?
等10年一次的股市风暴。

以下是我在2015年左右时写过一段关于等待股市风暴的话:

对呀,你要等到风暴时来买也可以。
上一次风暴是在2008年,下一次呢?

老实说,我在2011年开始投资的。


如果我从2011年开始一直都在等风暴,

那么很肯定我不会有现在的身家。

最重要的是,

我还是个level 1的投资者,
因为我等的这5年没有累计任何投资经验。

当然,

我不是说不能等风暴来。

好像一些成功的前辈那样,

现在等风暴的,
把钱放银行拿利息就能过活,
就算风暴不来,他也无所谓,反正他一大把钱了。
可是我呢?

如果我一直等,

而风暴一直不来,
那么我就浪费了累积投质经验的机会。

现在投质有风险,但等风暴来也有风险。

一切都在于个人的选择。

而且,

我相信我选择的投资组合,
能够在风暴来临时,保护我跌得比较轻。

对于当年所说过的这一段话,

我到现在仍然保持同样的看法。

特别是等得越久,
累积得越多资金,
但却零投资经验的人。

当股市风暴真的来临时,
毫无投资经验的人真的敢把资金投入风暴中吗?

如今NESTLE股价是RM140++,
当风暴来临,
跌到RM50以下,
你敢买入吗?
还是会继续等待的习惯,
要等到RM20以下才买?

就像你在森林中孤身一人遭到大熊的袭击,
手上有把屠龙刀或倚天剑,
但没有任何战斗经验的你打得过大熊吗?

这就是为什么,
过去近8年我一直在累积投资经验。

投资就是自己思考,自己做决定。

感谢阅读。
















Waiting and waiting, when will the stock market crash?


I started to invest at year 2011,
it is almost already 8 years.

When I started to invest,
a lot of people are waiting.
What are they waiting for?
The stock market crash which was rumoured to be happening every 3 years.

I continued to invest at year 2012,
a lot of people are still waiting.
What are they waiting for?
The stock market crash which was rumoured to be happening every 4 years.

 At year 2013 I still investing,
and a lot of people are still waiting.
What are they waiting for?
The stock market crash which was rumoured to be happening every 5 years.

Now is year 2018,
I am still investing at stock market,
and a lot of people are still waiting.
What are they waiting for?
The stock market crash which was rumoured to be happening every 10 years.

I wrote a short essay regarding the wait for stock market crash during year 2015,
and I will show it here:

Yes,
you can wait until the stock market crashed then only invest.
The previous crashing was at year 2008,
when will be the next?

Frankly speaking,

I started to invest at year 2011.

If I kept waiting for the stock market crash to come since that time,

I am 100% sure that I will not have what I having now.

Most importantly,

I will be a level 1 investor,
since I didn't accumulate any investing experience for the past 5 years.

Of course,

I didn't say we shouldn't wait for the stock market crash.

There are a lot of successful investors are waiting for stock market crash now,

They put their money at the bank and they can survive by the interest from the FD.
So even if the stock market do not crash,
it doesn't matter for them,
since they already rich.

BUT HOW ABOUT ME?


If I kept waiting and the stock market didn't crash,

then I would have wasted my golden chance to accumulate investing experience.

There is risk to invest now,

there is risk to invest during stock market crash too.
It all depends on your personal choice.

Also,

I believe that my investment portfolio will be able to protect me from suffering big losses during market crash.

That was what I written at year 2015,

and I still think the same even until now.

Especially those who waited the longer and prepared more capitals,
but with zero experience of investing.

When the stock market really does crashing,
will those people who without any investing experience dare to invest their money at the crashing market?

For example the shares price of NESTLE is around RM140++ now,
when it crashed and dropped below RM50,
will you dare to buy?
Or will you continue waiting and planning to buy it at price below RM20?

Same like when you are alone in a forest and attacked by a fierce bear,
even though you have the Excalibur sword in your hand,
but are you able to fight with the bear if you don't have any fighting experience?

That's why,
I kept accumulating my investing experience for the past years.

Investment is 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.





Sunday, 28 October 2018

2018年1月~10月文章目录

每个月的最后一天都会做个目录,方便自己也方便大家~


2018年10月:
AEON 2018年第2季度财政报告


2018年9月:
我的2018年第3季度投资成绩
投资界里的独角兽


2018年8月:
PANAMY 2018年年度报告+第1季财政报告
我的2013年投资成绩


2018年7月:
LPI 2018年第2季度财政报告
扮演受害者倾向
AEONCR 2018年度报告+2019第1季度财政报告
掌控情绪VS被情绪掌控
PANAMY 2018年第4季度财政报告


2018年6月:
我的2018年上半年投资成绩
AEONCR 2018年股东大会
为了获胜 VS 避免失败 Part.2
COCOLAND 2017年度财政报告
为了获胜 VS 避免失败
向作家之路又迈进了一步


2018年5月:
AEON 2017年度财政报告+2018第1季度财政报告
最近的心情..........
大选之后的第一个股票交易日
HUPSENG 2017 年度财政报告
一个大家都忽略了的买股成本


2018年4月:
OFI 2018年第3季度财政报告
COCOLAND 2017年第4季度财政报告
小刀锯大树
NESTLE 2017年度财政报告
PBBANK的海外业务
我面对大选的投资策略
我的2018年第1季度投资回酬


2018年3月:
造神论
AEON 2017年第4季度财政报告
我的2012年投资成绩
PANAMY 2018年第3季度财政报告
一股致富!


2018年2月:
NESTLE 2017年第4季度财政报告
HUPSENG 2017年第4季度财政报告
F&N 2018年第1季度财政报告
HARTALEGA 2018年第3季度财政报告
我如何解释我的投资
在股票投资上ALL IN


2018年1月:
股价上涨的要素
OFI 2018年第2季度财政报告
其实我讨厌红股与拆细
F&N 2017年度财政报告
我的投资回酬计算方式(ROE & ROA)
我的2017年投资成绩




我的脸书专页

我的推特:@TheCellist86

List of articles of January~October 2018

I will make a list of articles every last day of the month,
so that is easier for me and for everyone to refer~


October 2018:
AEON 2nd quarter 2018 financial report


September 2018:
My investment return for 3rd quarter of year 2018
UNICORN in investment world


August 2018:
PANAMY annual report 2018 + 1st quarter financial report
My investment return for year 2013



July 2018:
LPI 2ndquarter 2018 financial report
Enjoy being the victim
AEONCR 2018 annual report + 1st quarter report
Investing and emotional control
PANAMY 4th quarter 2018 financial report


June 2018:
My investment return for 1st half of 2018
AEONCR AGM 2018
To win or not to lose part2
COCOLAND annual report 2017
To win or not to lose
A step closer for becoming a writer


May 2018:

AEON 2017 annual report + 1st quarter 2018 financial report
Some thoughts lately........
The 1st shares trading day after G.E.
HUPSENG annual report 2017
The cost of investment is much higher than we thought


April 2018:
OFI 3rd quarter 2018 financial report
COCOLAND 4th quarter 2017 financial report
Cutting down trees by using a small knife
NESTLE annual report 2017
Oversea business of PBBANK
My investment strategy for upcoming General Election
My investment return for 1st quarter 2018


March 2018:
Human tendency and idolization
AEON 4th quarter 2017 financial report
My investment return for year 2012
PANAMY 3rd quarter 2018 financial report
Diversification VS Focused Investing


February 2018:
NESTLE 4th quarter 2017 financial report
HUPSENG 4th quarter 2018 financial report
F&N 1st quarter 2018 financial report
HARTALEGA 3rd Quarter 2018 Financial Report
How did I explain my investment
ALL IN!!! At shares investment


January 2018:
Important factors of share price rising
OFI 2nd Quarter 2018 Financial Report
Actually I don't like Bonus Issue & Share Split
F&N Annual Report 2017
How I calculated my investment return(ROA & ROE)
My investment return for year 2017





My Twitter : @TheCellist86

Tuesday, 23 October 2018

AEON 2018年第2季度财报


今天就来简单地看看,已经出了一段时间的AEON最新财报。

首先:


营业额和profit from operations其实都还好,
但问题就出在之后的Share results of associates.........

公司的解释:
其实就是关闭Index Living Mall Malaysia的账面损失。

公司说因为是非现金项目,
并不会影响公司如今和未来的现金流。

营业方面,
营业额方面不管是在retail business业务,
就连property management业务也有稍微进步。

然而因为AEON Kuching Mall的开张和佳节期间增加促销费用,
以致盈利降低了。

公司的Prospects:


也就是说长期来看,
我国经济展望是正面的,
但短期内因为SST的实行而会有所影响。

管理层还有强调说加上关闭Index Living Mall Malaysia所认列的损失,
今年会是充满挑战性的一年。

被阴霾笼罩着的AEON,
何时才会有见晴的一天呢?

感谢阅读。















AEON 2nd quarter 2018 financial report


Today let's have a look at the latest quarter report of AEON which released many days go.

First:



The revenue and profit from operations are still okay,
but the problem is Share results of associates..........

Explanation by the management:

It was actually the recognition of impairment loss of investment at Index Living Mall Malaysia.

Since it is a non-cash item,
so no impact on company's current and future cash position.

As for revenue,
there are improvements on both retail and property management segment.


However,
the profit dropped due to opening of AEON Kuching mall and increment of promotion expenses during festive seasons.

Prospects by company:



Looking by long term,
the outlook of economic is positive,
just that SST will have an impact for short term.

Plus the closing of Index Living Mall Malaysia,
this year will be a challenging year.

It seems like AEON is covered by clouds now,
when will the days of AEON to be brighten again?

Thanks for reading.




I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.