2025年度風雲人物
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Columns Australia bans foreigners from buying second-hand houses; Malaysian developers face long-term risks.
Australia bans foreigners from buying second-hand houses; Malaysian developers face long-term risks.
CIMB International warns that Australia's tightening real estate policies may impact property trades in the medium to long term, and Malaysian developers with business in Australia may be affected by declining housing affordability.
The research institution pointed out that the Australian government's recent policy to ban foreign investors from purchasing second-hand houses for the next two years may eliminate an important source of home-buying demand and could have "negative ripple effects" on the broader real estate upturn cycle.
However, CIMB International stated in a report to clients that since the ban only applies to foreign buyers purchasing existing homes, it is not expected to have a significant impact on Malaysian developers with projects in Australia in the short term for ongoing and future projects.
Currently, Malaysian Real Estate developers with business in Australia include UEM Sunrise. $UEMS (5148.MY)$ The company obtained planning permission for the Collingwood project in Melbourne in December 2024.
In addition, the total development value (GDV) of its Subiaco Oval project in Perth is 1.4 billion Ringgit (accounting for 1.5% of the remaining 91 billion Ringgit GDV as of October 31, 2024), and it is expected to start construction in 2026.
Another developer is S P Setia. $SPSETIA (8664.MY)$On October 5, 2024, Atl was launched in Victoria...
CIMB International warns that Australia's tightening real estate policies may impact property trades in the medium to long term, and Malaysian developers with business in Australia may be affected by declining housing affordability.
The research institution pointed out that the Australian government's recent policy to ban foreign investors from purchasing second-hand houses for the next two years may eliminate an important source of home-buying demand and could have "negative ripple effects" on the broader real estate upturn cycle.
However, CIMB International stated in a report to clients that since the ban only applies to foreign buyers purchasing existing homes, it is not expected to have a significant impact on Malaysian developers with projects in Australia in the short term for ongoing and future projects.
Currently, Malaysian Real Estate developers with business in Australia include UEM Sunrise. $UEMS (5148.MY)$ The company obtained planning permission for the Collingwood project in Melbourne in December 2024.
In addition, the total development value (GDV) of its Subiaco Oval project in Perth is 1.4 billion Ringgit (accounting for 1.5% of the remaining 91 billion Ringgit GDV as of October 31, 2024), and it is expected to start construction in 2026.
Another developer is S P Setia. $SPSETIA (8664.MY)$On October 5, 2024, Atl was launched in Victoria...
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2025年度風雲人物
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Investor sentiment in Hong Kong's options market shows a shift towards Chinese equities, influenced by tech advancements and government stimulus. This changing investment paradigm now favors China over US tech firms.
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2025年度風雲人物
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Management is optimistic about future growth, projecting increased profitability and cash flow from 2025 due to operational efficiency and a new regional structure enhancing accountability and customer response.
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2025年度風雲人物
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Arrow Home Group's declining ROCE and below-average industry performance may deter investors seeking high growth. Their stock's 11% drop over the past year reflects growing investor skepticism about financial health and future improvements.
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2025年度風雲人物
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Market optimism grows for China Communications Services, with share price gains outpacing EPS growth. Enhanced TSR driven by dividends suggests improved shareholder value.
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2025年度風雲人物
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Earnings Preview
Markets will be closed on Monday for Presidents' Day. Despite the shortened trading week, investors can expect a busy schedule of earnings reports. Notable companies announcing their results include Chinese tech giants $Baidu (BIDU.US)$ and $Alibaba (BABA.US)$, as well as retail powerhouse $Walmart (WMT.US)$. In the energy sector, $Occidental Petroleum (OXY.US)$ is expected to d...
Markets will be closed on Monday for Presidents' Day. Despite the shortened trading week, investors can expect a busy schedule of earnings reports. Notable companies announcing their results include Chinese tech giants $Baidu (BIDU.US)$ and $Alibaba (BABA.US)$, as well as retail powerhouse $Walmart (WMT.US)$. In the energy sector, $Occidental Petroleum (OXY.US)$ is expected to d...
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2025年度風雲人物
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Market confidence in Shenzhen Kangtai has waned in light of EPS and share price declines. Recent challenges and risk signals advise caution for potential investors.
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2025年度風雲人物
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Stocks to Watch
Iron Mountain Incorporated (IRM US) $Iron Mountain (IRM.US)$
Daily Chart - [BEARISH ↘ **] IRM US shaped a bearish breakout and is holding below a descending trendline. As long as price is holding below resistance at 102.00, a further push down towards 87.20 support is expected. The MACD is showing bearish momentum as well.
Alternatively: A daily candlestick closing above 102.00 resistance will invalidate bearish view...
Iron Mountain Incorporated (IRM US) $Iron Mountain (IRM.US)$
Daily Chart - [BEARISH ↘ **] IRM US shaped a bearish breakout and is holding below a descending trendline. As long as price is holding below resistance at 102.00, a further push down towards 87.20 support is expected. The MACD is showing bearish momentum as well.
Alternatively: A daily candlestick closing above 102.00 resistance will invalidate bearish view...
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2025年度風雲人物
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Fed remains reluctant to cut rates despite egg prices surge. Economists warn that consumer expectations of inflation could prompt more aggressive Fed action.
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2025年度風雲人物
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$Block Inc (XYZ.AU)$ (Previously known as $Block Inc (SQ2.AU)$) is releasing its earnings on February 21. Unlock insights with Block Inc Earnings Hub>>
Rewards
● An equal share of 2,000 points: For mooers who correctly guess the price range of Block's closing price at 4pm AEDT February 21 (e.g., If 50 mooers make a correct guess, each of them will get 100 points.)
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