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Recovery Stocks to BUY Now ❓ (Wish I Knew this EARLIER) - YouTube
Channel: CF Lieu Channel
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How to pick Recovery Stocks that gets
you Great Investment Returns
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Recap for Part 1, where I give you a list
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of Recovery Stocks in Bursa Malaysia
KLSE to KIV.
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Keep in view.
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In these 3 Stocks Sector - namely
Banking or Finance,
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Consumer Staples and Consumer
Discretionary. Have not seen Part 1?
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You are missing out, link
below or in the upper right.
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Watch it first and then come back to this.
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Why is it so important for you to learn
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about Recovery Stocks
in any economic cycle?
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Our goal is to sell this newly launched LV
bag for 5,000 USD. Economy is recovering,
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people is going to have
more disposable income.
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Right, are our target buyer rich people?
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Of course, NOT!
Don't be silly.
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Our target buyers are the aspiring middle
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class, best if they have low financial
literacy. Does not make sense,
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but you are the boss though,
but why?
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You need to understand the sentiment
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and the mentality of the middle
class. Ohhhh? Still don't get it.
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Middle class want to feel and look rich,
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so buying status symbol like this that
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cost them their entire monthly
salary is going to make them FEEL RICH.
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Wow!
Great strategy!
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But they can't afford it right?
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It's going to cost them 1-2-3
months of their salary.
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Oh come on, that's easy.
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You give them one of these and then you
make it easy for them to pay in 12 or to
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36 months of installment, give them
the illusion that they are paying less.
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Evil!
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But genius!
Thank you.
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Thank you. Terima kasih. Xiè xiè.
Do ze. Kamsia. Nandri to all of you
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middle class for buying all these LV
luxury goods and all whatever shit.
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And that makes me richer
and richer while I sleep.
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Thank you.
Thank you.
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Thank you very much!
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Ampun tuanku, Tuanku Rasa terhibur,
entertained? Kalau yea, kasi satu LIKE sama patik?
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Ok ya, jangan pancung kepala patik ye.
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The next sector that benefit
from subsequent Spillover effect
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of a recovering consumer sentiment
or economy is the retail REIT sector.
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You see, shopping or retail malls don't only
collect a fixed rental income
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from their business tenants, unlike your residential
property because there’s this thing
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called, Turnover Rent
according to this formula.
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In short, the better the business
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of an outlet inside a shopping mall,
the more mall manager earns
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or in the case of a shopping mall managed
by a REIT manager,
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the REIT manager actually gets
higher rental income and profit.
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I have a Fast Track Lesson on the entire
REIT sector in Malaysia. Here.
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Here, you see where my eyes are moving?
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Click on the upper right or below if
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you're on a mobile right after
you're done with this video.
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Speaking of retail consumer shopping,
there's a BONUS tip for you.
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Also pay attention to the retail online
platform like Shopee and Lazada in Malaysia
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that thrives with this
booming E-commerce trend.
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But I am a baby in stock investing.
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Where to buy Shopee or Lazada stocks?
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Well, example
you need to find out the company behind
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say, Shopee - in this case, it's SEA,
a global consumer internet company
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from Singapore but it's listed
in New York Stock Exchange.
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I don't know how to direct buy
US stocks for Malaysia, how?
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One cost efficient way you can invest
into all these US based stocks is to use
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a commission-free brokerage like Webull,
which will be watch you with free stocks
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when you open an account
and deposit 100 dollars.
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I'll only recommend this, if you are not a
Malaysian. Link in the description below.
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The next level of Spillover effect when
economy recovers is these two sectors.
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When people move to a bigger ticket
purchases like cars.
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Which means stocks like Bermaz Auto,
DRB-HICOM, Cycle &
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Carriage Bintang, Tan Chong Motor Holdings
may see uptick in their revenue, profit, earnings per
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share which in turn could
pump the stocks price up.
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As long as there are people who treat car
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as a status symbol,
this logic will hold true.
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And even bigger ticket purchases
like real estate property.
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So, property developer stocks like
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SP Setia, MahSing, Ecoworld, Matrix
Concepts, IOI Properties
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Ivory Properties may also recover after
sales slumped during an economic recession.
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Full list of property developer
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stocks in Malaysia,
refer to the description section below.
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After all, the jobless will get back
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their jobs (thing of the pilots
and cabin crew post pandemic) right?
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The one who suffer paycut
may have their paycut restored.
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People whose income are not affected
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during an economic crisis now may even
earn more! Ancillary services that tap
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on how well the property market is doing
may also see its stocks price recover.
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The likes of kitchen maker like
Signature International or even a wooden
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picture frame maker like Classic Scenic or
even electrical appliances maker, like
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Milux, Khind Holdings, Fiamma Holdings. What?
Niama holdings? No, the company behind Elba
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and Faber brands at your home la, aiyo!
Mispronounced only la,
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kenapa reaksi besar sangat?
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Why so serious?
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Similarly, furniture maker the likes
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of Lii Hen and Homeritz of Poh Huat may also
surge to the moon. Due to more people are
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going back to work, having more work,
more people are being employed,
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so, you also need more
furniture in office mah!
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But when it comes to real as that property
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sector, especially residential property,
well in Malaysia it has its own set
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of problems - and that is called
the Affordability issue on top
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of the overhang or oversupply problem.
Not to mention this Generation shift,
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listen to what this property guru
or Mogul is saying in the US.
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You ever selling a house?
Sell it now, now,
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now, as fast as you can sell it.
You got 78 million baby boomers that are
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going to get old and die. They're
not going to buy another house.
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People responsible for the housing
industry are going to die
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in the next 30 years.
They're going to be dumping houses.
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You won't have 20,000,000 homes
on the market with nobody to buy those.
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Their kids are going be like sell it.
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If you died right now, what would
they do with the house itself?
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And they wouldn't care what they got
for it to be like, sell this house.
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You I want the money.
Expand that out 20 million times.
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You've got a housing massive
housing issue in reverse.
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Too many houses.
Nobody wants it because the kids that are
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coming up today,
they don't want to buy a house.
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They want mobility.
They're smarter than their parents.
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I would sell the house.
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I go rent some other place, grab my dough,
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and I take the money and I invest
something. It pays you every month that you
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don't have to manage.
On a macroeconomic scale,
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more money flowing into the economy
means more infrastructure projects
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and that could bode well
for Construction stocks too.
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Like Ahmad Zaki Resources, Crest Builder,
Bina Puri Holdings, Ekovest, Gamuda, Gabungan
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AQRS, Ho Hup Construction, Jaks Resources,
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Mudajaya, Eversendai, Sunway Construction,
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WCT Holdings. Full stocks list,
in the description below, below, below.
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As for which one is undervalued or
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overvalued per its stock price,
you have to watch this previous video
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on How to spot and identify
undervalued stocks.
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So you combine this Recovery trend +
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Undervalued + High Dividends,
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you have your perfect combination
of the stocks to invest in.
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Why some recovery stocks you
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mentioned don’t see its stock
price go up? Why?
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There are many reasons, when some
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companies are laggards in their industry or only
have smaaalll market share,
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end up becoming zombie companies, neither
dead or alive. To make things worse,
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analyst may also stop courage on these stocks
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like GeorgeKent. Aiyoyo then how le
what to do
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lost money le. You want short
term pain or long term pain?
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I ask you? Short term pain is when you bite
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the bullet, cut loss, move
on and lesson learnt or long term pain,
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when you continue to hold to these stocks
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that keep on dropping in price,
you are so stubborn and then you go a
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dollar average down, diamond
hands somemore! Your money,
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Your choice.
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Now that I've covered recovery stocks
in the banking sector, consumer sector,
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REIT sector, real estate
property sector, construction sector.
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My question to you is: Which stocks within
these sectors so far that you want to pick
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to maximize your returns
in a recovering economy?
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Let me know in the comment section below.
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Subscribe for the next episode - where I
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promise you I will explain to you how you
are able to spot stocks that recover
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from isolated event faster
than other retail investors.
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And when you love my video so much
and sincerely want to support me
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by joining CF Lieu Channel Insider
Membership for as low as 10 ringgit
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