kennethkohwk
May 6
Taking a long break and parting trade ideas
Hi folks, I'll be taking a break to the end of the year. I'll be focusing on consolidating skills in finance and quant while on other...
kennethkohwk
Apr 10
Proprietary Indicator: Back to consolidation in Apr 2024.
Back in 25th Jan 2024, I posted that the proprietary indicator have the probability that it's risk on for the market (go bullish, but...
kennethkohwk
Jan 25
Propriatary Indicator: Consolidation over. Short-term Risk On but last leg caution.
At the start of the year, we shared our Smart Trader indicating that profit taking was likely going to take place. A month later we see...
kennethkohwk
Jan 3
Our Proprietary Indicator: incoming Risk Off for Jan 2024?
I am aware that the narrative on 2024 has shifted. The market thinks we will likely have a soft landing and all of a sudden, many...
kennethkohwk
Nov 9, 2023
Valuetronics’ net profit rose 42% 1H24 vs 1H23. Deep Value and Turning the Corner. 20%++ upside.
Valuetronics turned out a great earnings report and we have been expecting this for a year. On the news, the stock price popped and...
kennethkohwk
Oct 18, 2023
Smart Trader Indicator: Risk on for Oct-Nov?
Just sharing a propriatary Smart Trader Indicator. This is not a "perfect" model, but it's trained for the last two years. There must be...
kennethkohwk
May 30, 2023
Valuetronics FY2023: Lift Off continues. Earnings up. PE ex-cash of 2x. Upside: 20%++ (QuantZombie)
Results are good and better than the headlines. Hi QuantZombie friends, 2H23 results did well, up +8.3% yoy. Management reported YoY...
kennethkohwk
Nov 12, 2022
Valuetronics: Ready to launch. 20%++ upside.
Valuetronics is an Electronic Manufacturing Service (“EMS”) provider, which focuses on the design and development of products that meet...
kennethkohwk
Nov 4, 2022
Finding the end of the bear market of 2022 (Survivor Series Part 4)
You know what's crazy about this draw up I did? We nailed the intermediate rally exactly (so far at least...). Do remember that my last...
kennethkohwk
Oct 27, 2022
Finding the end of the bear market of 2022 (Survivor Series Part 3)
Finally, we are at Part 3. I'm writing this Survivor Series because of mortality and legacy. You might be wondering why I am taking the...