Latest Forum Topics /
Yoma Strategic
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YOMA
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nngeeh
Veteran |
03-Feb-2021 16:42
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The situation is bad ..... but still much much better than North Korea :)  
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uiop1223
Supreme |
03-Feb-2021 16:38
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Well... its fate. Born in wrong place. Same as citizens of North Korea. What to do? | ||||
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superstartup
Supreme |
03-Feb-2021 16:27
Yells: "Enjoy doing Fundamental Research" |
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Agree bro.  
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Entropy72
Master |
03-Feb-2021 16:24
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We hope there is wisdom by international leaders to separate the country from the Tatmadaw.   Otherwise sanctions imposed will only make Myanmese people suffer more, while the generals continue to enjoy good life and wealth. I believe Asian negotiation / face saving approach is needed to resolve this crisis, and not a Western " high moral ground and issue statements" approach.
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superstartup
Supreme |
03-Feb-2021 16:18
Yells: "Enjoy doing Fundamental Research" |
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For Yoma, just watch out for USA sanctions and the type. Watch out for financial sanctions (if any), such as restrictions is using USA financial system. This will have a very detrimental effect on Yoma' s Myanmar financial payment business. If just sanctions on the military leaders, still ok.   |
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Entropy72
Master |
03-Feb-2021 16:14
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Western sanctions has zero impact on the Tatmadaw. Since the Rohingya issue in 2017, Myanmar has been depending on Asian investments only. Trump's disengagement from ASEAN the last 5 years have further eroded western influence on Myanmar.
The real influencers for Myanmar now are China, Japan and ASEAN.
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uiop1223
Supreme |
03-Feb-2021 16:06
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U.S. Senator Mitch McConnell, the former Senate majority leader, calls for "even more sanctions" on Myanmar's military in response to its seizure of power.
"I hope and expect the United States will quickly make the obvious legal determination that this is a military coup and impose significant costs on the military for its attack on democracy," McConnell says in Congress. Congress has already given the White House authority to ratchet up sanctions as needed, according to McConnell, who voiced confidence in the stance shown by President Joe Biden and Secretary of State Antony Blinken. "The new administration deserves credit for approaching this situation in a way that is bipartisan and coordinated with Congress." Quick! US and EU impose sanctions! And Nasqad touch new high today. Huat ar! America is Great |
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Entropy72
Master |
03-Feb-2021 16:06
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I admire Myanmar and Yoma (Serge Pun and sons), and have followed developments closely for many years.
Until there is a peaceful transition back to civilian govt (presumably in a "fair and just" new election to be held within 1 year - a military-dominated fresh UEC has been appointed to organise it), there are several risks for Yoma: A. Low foreign interest in Yoma Central and other Yoma Land projects - who wants to invest in properties there after this coup? Real estate is their main lifeline. B. Potential unrest from NLD supporters if Daw Suu Kyi is not released - the anger is simmering from the youth who have grown up last 10 years in more liberal democracy. Now they are starting with civil disobedience and banging pots/pans. I worry it will escalate and lead to street clashes. C. Withdrawal of foreign investments (esp Japan and ASEAN) due to sanctions - Where will the economic growth come from? Can China alone bankroll the economy? Will the Tatmadaw want a widely prosperous Myanmar or just an improvised / isolated Myanmar where military hogs most of the wealth / power? It is not yet clear.
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uiop1223
Supreme |
03-Feb-2021 15:58
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Hong kong stock mkt controlled by CCP. So quite supported.
Foreign investors already pulling out. asia.nikkei.com/Spotlight/Myanmar-Coup/Thailand-s-Amata-halts-1bn-Myanmar-property-project-after-coup |
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zandlery
Supreme |
03-Feb-2021 15:48
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Remember Hong Kong protest? Well, situation not going to resolve within short period of time.
This stock will be venerable to the shortist and there are no feds in Myanmar that will constantly pump money to make the market stay afloat like US did. Sentiment will be buyer are going to be cautious n seller will be all out. Indeed is hard for shareholders during this period.
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earthdragon
Senior |
03-Feb-2021 15:41
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Many news show that coup is coming. After the situation stable, yoma should be able to resume operation as normal. Hope those funds or joint venture would not pull out or terminated https://www.channelnewsasia.com/news/asia/myanmar-army-chief-says-coup-aung-san-suu-kyi-ouster-inevitable-14098006 | ||||
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freeme
Elite |
03-Feb-2021 14:55
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I exited my trade..  Kopi$ only.. Good luck rest of yomarian..
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uiop1223
Supreme |
03-Feb-2021 13:34
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Dont do naked short. Always be prepared to short for couple of days to weeks.
In fact, if US and EU announce sanctions, those who contra also get caught. Want to earn kopi money end up paying one mth salary
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Andrew123
Master |
03-Feb-2021 13:32
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Yoma gang, let it cheong!!!
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SmallSmall
Supreme |
03-Feb-2021 13:02
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If $0.215 clears again, the shorts may be caught. Let' s see
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zandlery
Supreme |
03-Feb-2021 13:00
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Too early to jump in I anticipate. Normally this kind of situation based negativity will last for a while. | ||||
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freeme
Elite |
03-Feb-2021 10:46
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Yup.. manage to get it at 0.20  Lets see how it goes.. Short term trade play
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superstartup
Supreme |
03-Feb-2021 10:18
Yells: "Enjoy doing Fundamental Research" |
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Same to you bro. . . Nice profit.
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Contratrader
Elite |
03-Feb-2021 10:16
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Congrats bro...took half profit at 215 too.....come down buy again..
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superstartup
Supreme |
03-Feb-2021 09:58
Yells: "Enjoy doing Fundamental Research" |
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Took kopi $ go eat bf now. Thanks guys. |
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