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KLCI had a good breakout back towards the 1629 points region with an overall positive market sentiment after a few shaky weeks. Daily trading volume also managed to surge back towards the 5.3 billion mark, which is a good sign here.
Main stocks that showed strong buying momentum today would be the likes of EKOVEST, JTGROUP, CEB, SIMEPROP, GBGAQRS, AZRB, TOPGLOV, BENALEC, TANCO, IJM, BJCORP, PERDANA, KENERGY, and VS. All of which were able to sustain t...
Main stocks that showed strong buying momentum today would be the likes of EKOVEST, JTGROUP, CEB, SIMEPROP, GBGAQRS, AZRB, TOPGLOV, BENALEC, TANCO, IJM, BJCORP, PERDANA, KENERGY, and VS. All of which were able to sustain t...
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Strong demand for AI boosts valuations, and technology stocks advance the upward cycle
(KUALA LUMPUR, 5th) As demand for artificial intelligence continues to rise, and we are currently in a recovery cycle, the market anticipates that this will drive the technology sector to strengthen, and at the same time call for the purchase of Innerley Meichang ( $INARI.MY$) and Pacific Malaysia ( $MPI.MY$）。
CIMB analysts pointed out that since the technology sector has begun a new upward cycle, it is necessary to re-estimate the valuations of major companies and raise the ratings from the original “neutral” to “increase holdings.”
Analysts said that the current capacity utilization rate in the technology sector will rise further, and this phenomenon is expected to begin in the second half of this year.
Looking back at the first quarter of this year, the performance of the Malaysian Technology Index was mediocre, which was inferior to the Malaysian FTSE Composite Index; however, as the performance of major technology companies improved and was quite optimistic about the outlook, the technology index rebounded, surpassing the Composite Index, which is 15% higher between May and June.
Overall, analysts prefer outsourced semiconductor assembly and testing (OSAT) vendors, with Innerley Macon and Pacific Malaysia being preferred.
Technology stocks are welcoming the dawn
On the other hand, Kennag Investment Bank research analysts also pointed out that in fact, the technology sector has all begun to reveal different information. Among them, the World Semiconductor Trade Statistics Organization (WSTS) recently predicted global semiconductor sales for 2024, from the original 13...
(KUALA LUMPUR, 5th) As demand for artificial intelligence continues to rise, and we are currently in a recovery cycle, the market anticipates that this will drive the technology sector to strengthen, and at the same time call for the purchase of Innerley Meichang ( $INARI.MY$) and Pacific Malaysia ( $MPI.MY$）。
CIMB analysts pointed out that since the technology sector has begun a new upward cycle, it is necessary to re-estimate the valuations of major companies and raise the ratings from the original “neutral” to “increase holdings.”
Analysts said that the current capacity utilization rate in the technology sector will rise further, and this phenomenon is expected to begin in the second half of this year.
Looking back at the first quarter of this year, the performance of the Malaysian Technology Index was mediocre, which was inferior to the Malaysian FTSE Composite Index; however, as the performance of major technology companies improved and was quite optimistic about the outlook, the technology index rebounded, surpassing the Composite Index, which is 15% higher between May and June.
Overall, analysts prefer outsourced semiconductor assembly and testing (OSAT) vendors, with Innerley Macon and Pacific Malaysia being preferred.
Technology stocks are welcoming the dawn
On the other hand, Kennag Investment Bank research analysts also pointed out that in fact, the technology sector has all begun to reveal different information. Among them, the World Semiconductor Trade Statistics Organization (WSTS) recently predicted global semiconductor sales for 2024, from the original 13...
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Foreign investment in the semiconductor industry has increased, and Penang's science and technology construction industry is booming
Reporting by Lim Di Sheng
As the traditional center of Malaysia's electronics and electrical (E&E) industry, Penang is considered one of the most promising economic development centers in Malaysia, and is even hailed by some as the “Silicon Valley of the East.”
At a time when global semiconductors are expected to return to an upward cycle, Societe Generale Investment Bank took the opportunity to discuss the future of Penang as the locomotive of the Malaysian technology industry.
At the same time, with the support of key infrastructure projects such as the Light Rail (LRT), the future of Penang's real estate and construction market also seems bright and worth discussing.
Travel, and enhance relevant competitiveness.
“Penang already has a strong foundation in high-tech industries and manufacturing. If it expands into higher value-added fields, including R&D, design and innovation, we believe this will enable the state to enhance its competitiveness and move up the value chain, thereby creating more skilled jobs and bringing higher income to local residents.”
The analyst also said that Penang has developed a mature manufacturing base, making the region a perfect location for vertical integration in global value chains.
“By vertically integrating all stages of production, from design to manufacturing to transportation, Penang can reap more value from the entire value chain and make greater contributions to the global value chain.”
He added that this also means that Penang can play a more important role in various technology and industrial value chains and attract more investment from multinational technology companies.
In fact, the analyst pointed out that in recent years, Penang has absorbed...
Reporting by Lim Di Sheng
As the traditional center of Malaysia's electronics and electrical (E&E) industry, Penang is considered one of the most promising economic development centers in Malaysia, and is even hailed by some as the “Silicon Valley of the East.”
At a time when global semiconductors are expected to return to an upward cycle, Societe Generale Investment Bank took the opportunity to discuss the future of Penang as the locomotive of the Malaysian technology industry.
At the same time, with the support of key infrastructure projects such as the Light Rail (LRT), the future of Penang's real estate and construction market also seems bright and worth discussing.
Travel, and enhance relevant competitiveness.
“Penang already has a strong foundation in high-tech industries and manufacturing. If it expands into higher value-added fields, including R&D, design and innovation, we believe this will enable the state to enhance its competitiveness and move up the value chain, thereby creating more skilled jobs and bringing higher income to local residents.”
The analyst also said that Penang has developed a mature manufacturing base, making the region a perfect location for vertical integration in global value chains.
“By vertically integrating all stages of production, from design to manufacturing to transportation, Penang can reap more value from the entire value chain and make greater contributions to the global value chain.”
He added that this also means that Penang can play a more important role in various technology and industrial value chains and attract more investment from multinational technology companies.
In fact, the analyst pointed out that in recent years, Penang has absorbed...
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Stock Price (2024/06/13): RM0.280
P/E: 8.47x
Dividend Ratio: N/A
NTA: RM0.270
Looks like yesterday should have been a great day. 3 companies actually issued prospectus ready to go public in one go public?
Among these 3 IPOs, the moderator also selected the company that he personally thought was the most interesting to discuss with everyone; however, let's first explain that this is not a trading proposal; if you see the end, you also need to filter it yourself.
Let's first talk about why we think Ocean Fresh Berhad (OFS, 0312) is so interesting; first, OFS's current IPO is only 210.1 million shares, RM0.280 per share, which means that after listing, the company's market value is RM58.8 million, which is a relatively small IPO in 2024.
Also, OFS's current IPO did not develop MITI subscriptions, and no shareholders sold shares (Offer for Sale, which also happens to be “OFS” for short), which is quite intriguing.
In other words, the OFS situation is for small stocks, and there is little selling pressure, and with further inquiries, the background of several major shareholders is also not easy. If you are interested, you can turn over the prospectus and take a closer look...
...
P/E: 8.47x
Dividend Ratio: N/A
NTA: RM0.270
Looks like yesterday should have been a great day. 3 companies actually issued prospectus ready to go public in one go public?
Among these 3 IPOs, the moderator also selected the company that he personally thought was the most interesting to discuss with everyone; however, let's first explain that this is not a trading proposal; if you see the end, you also need to filter it yourself.
Let's first talk about why we think Ocean Fresh Berhad (OFS, 0312) is so interesting; first, OFS's current IPO is only 210.1 million shares, RM0.280 per share, which means that after listing, the company's market value is RM58.8 million, which is a relatively small IPO in 2024.
Also, OFS's current IPO did not develop MITI subscriptions, and no shareholders sold shares (Offer for Sale, which also happens to be “OFS” for short), which is quite intriguing.
In other words, the OFS situation is for small stocks, and there is little selling pressure, and with further inquiries, the background of several major shareholders is also not easy. If you are interested, you can turn over the prospectus and take a closer look...
...
Translated
![[IPO] Ocean Fresh | 12Invest](https://sgsnsimg.moomoo.com/sns_client_feed/102311682/20240613/1718261468258-5b1cd48737.jpeg/thumb?area=104&is_public=true)
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[Technology Stock] Cape EMS
Stock Price (2024/06/02): RM0.970
PE: 19.52 times
DY: 1.13%
NTA: RM0.470
Some netizens have been asking me recently, why do so many companies perform well, but their stock prices are still falling?
For example, the Cape EMS Berhad (CEB, 5311), which we are investigating, is a good example; the company reached a new high in FY2024 Q1, and profit after tax (“PAT”) also returned to RM13.4 million, but the stock price still fell from a high of RM1.080 to the key support point of RM1.000, which closed at RM0.970 last Friday.
Today, let's discuss CEB's business, and in the final part, we'll further discuss the topics of rising performance and falling stock prices.
Let me give you an overview; CEB is a company that mainly focuses on electronic manufacturing services (“EMS”), and investors with some experience in Malaysian stocks are certainly not unfamiliar with the term EMS. There are also many people who understand EMS as an “OEM” service for an electronic product. For example, a British hair dryer brand has given huge orders to many EMS companies before, and “achieved” very good results.
But I'll also share with you here, this hair dryer...
Stock Price (2024/06/02): RM0.970
PE: 19.52 times
DY: 1.13%
NTA: RM0.470
Some netizens have been asking me recently, why do so many companies perform well, but their stock prices are still falling?
For example, the Cape EMS Berhad (CEB, 5311), which we are investigating, is a good example; the company reached a new high in FY2024 Q1, and profit after tax (“PAT”) also returned to RM13.4 million, but the stock price still fell from a high of RM1.080 to the key support point of RM1.000, which closed at RM0.970 last Friday.
Today, let's discuss CEB's business, and in the final part, we'll further discuss the topics of rising performance and falling stock prices.
Let me give you an overview; CEB is a company that mainly focuses on electronic manufacturing services (“EMS”), and investors with some experience in Malaysian stocks are certainly not unfamiliar with the term EMS. There are also many people who understand EMS as an “OEM” service for an electronic product. For example, a British hair dryer brand has given huge orders to many EMS companies before, and “achieved” very good results.
But I'll also share with you here, this hair dryer...
Translated
![[Technology Stock] Cape EMS](https://sgsnsimg.moomoo.com/sns_client_feed/102311682/20240603/1ad605322731eb1cebb81ae880cc422a.jpeg/thumb?area=104&is_public=true)
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向钱看 向厚赚 : Are the indicators open?