When life gives you lemons
Make Lemonade
$Lemonade (LMND.US)$

Today's press conference is not actually about the general banks, but about the descendants of Zheng Hongbiao explaining how to handle the inheritance and close the net.
In simple terms, it is to close the net.
Dispose of all LPI shares, please ask banks for help to take over and recover 1.7 billion. They don't care that it's 25% below market price, compared to when Zheng Hongbiao founded the business, the value has already increased several tens or hundreds of times.
Next is to partially exit from banks, in order to comply with national banking policies. The Zheng family currently holds 22.77% of the Public Bank, and wants to reduce it to 10%, which means selling 12.77% equity.
The 12.77% equity is now valued at 11.3 billion. OK, it's just a number. The Zheng family also said they would sell it cheaply. If it discounts like LPI by 25%, they can realize close to 8.5 billion.
In total, the descendants of the Zheng family can have over 10 billion in hand, happily.
The remaining 10% in Public Bank is like collecting stamps, keeping a bottom line, proving affection. They can attend the AGM every year to eat and drink.
It's just that our stamp collection is 100 shares, while others' stamp collection is 10%.
Structure
$PBBANK (1295.MY)$
$LPI (8621.MY)$

These are the stocks I will observe and research in May.
Malaysian stocks:
$KGB (0151.MY)$ -- Long-term research, already established positions, future quarterly earnings calls will be key.
$KJTS (0293.MY)$ -- In-depth research needed, believe current stock price is too high.
US stocks:
$Garmin (GRMN.US)$ -- Long-term research, waiting for entry point.
$Lemonade (LMND.US)$ -- Long-term research, already established low positions, high-risk investment, expecting high returns.
$monday.com (MNDY.US)$ Adding new observations, bullish on higher explosiveness. $Salesforce (CRM.US)$ After weighing the pros and cons, the choice is
The ones removed from the observation list include
Malaysian stocks:
$EPMB (7773.MY)$ The recent events of a local auto company's outbreak demonstrate that the sector risk is still high, not worth taking the risk at the moment.
US stocks:
$Salesforce (CRM.US)$ Whether in terms of position or energy, too much has already been invested in SaaS software stocks. After weighing the pros and cons, the choice is $monday.com (MNDY.US)$
$CRISPR Therapeutics (CRSP.US)$ Medical stocks or choosing ETF is more practical.
Disclaimer: I am only sharing the stocks that I have focused on researching this month, and I do not provide any buying or selling recommendations. This is not financial advice.

FTSE Composite Index $FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$ It broke through this year's intraday high this morning, and is also the highest since June 2022
If the market closes today and can hold 1,560 points, it will also record a new closing high since this year
Can horse-headed calves thrive and become big cows?

These are the stocks I observed and researched in April.
Malaysian stocks:
$EPMB (7773.MY)$
$KGB (0151.MY)$
$KJTS (0293.MY)$
US stocks:
$Garmin (GRMN.US)$
$Salesforce (CRM.US)$
$Lemonade (LMND.US)$
$CRISPR Therapeutics (CRSP.US)$
Disclaimer: This is just a sharing of the stocks I have focused on researching this month and does not constitute any buy or sell recommendations. This is not my holdings and not my complete watchlist.