< Personal Opinion >

Meanwhile the market sentiment are bearish, I see opportunities in the transportation counters, mainly
HARBOUR - QR are improving
FREIGHT - on expansion to US market, announcement dated 4/10/2021
STRAITS - on acquisition of shipping service firm, announcement dated 25/10/2021
SYSCORP - went from loss making to finally profit.
GDEX - QR are improving and strategic partnership with TASCO.
whereby the above had either recently showed a stellar QR, improved operations or showing a good progress in financials over time.

And the recent downtrend and weak sentiment present a good buying opportunity. Currently observed that US market started to show sign of recovering (more days to observe if tuning bullish again). Oil prices dipped which potential to be beneficial to these counter (oil prices are showing sign of improving, do monitor). While Baltic Dry Index is also improving, I do expect it to hit 3,500 in near term and then hitting 4,200 later.

Omicron are causing a dip and investors do not like uncertainties. However, we see things are improving gradually. Inflation remains the key issue for now. We see in almost all QR reports in Bursa market, every company are complaining on the rising shipping cost, lack of containers, tight schedules etc. These will take a long time to finally resolved, something benefit the above counters. Looking forward, these are considered cheap for me, but of course, risk management is the key, prepare also for the what-if. What if another even worst variant of covid found? What if... What if...

Welcome all to discuss below! If you like my post, do follow me here, it gave me motivation to continue writing and sharing my ideas at here. Note that this is not buy/sell recommendation, you should do your own research, form your own view for any buy/sell action in the market. Thank you.

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