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What kind of economic benefits will the implementation of the Soft New Economic Zone (JSSEZ) bring to Malaysia?
In fact, many investment bank analysts are discussing this topic, but undoubtedly, Bank Ma's investment bank is the most aggressive. Just two weeks ago, they invited experts from both sides, including MITI Deputy Minister Liu Zhendong, to talk about economic special zones. They have also released frequent reports analyzing JSSEZ.
With the implementation of the economic special zones, it will definitely boost the economy in the southern region of our country, and investors can deploy their assets in advance, riding on this wave of opportunity.
Although Johor concept stocks have risen for over a year, outperforming the broader market and even surpassing the fundamentals, there is still potential in industrial stocks, including $SPSETIA (8664.MY)$ 、 $ECOWLD (8206.MY)$ definitely undervalued stocks.
The rise of data centers will also benefit Telco stocks and electric power stocks, leading the industry. $TENAGA (5347.MY)$ ， $TM (4863.MY)$ ， $TIMECOM (5031.MY)$ It goes without saying.
The datacenter is booming, with many companies already stationed in JSSEZ. Coupled with the fact that the southern region has always been a leader in the outsourcing industry, it naturally attracts technology companies. Ma Yinhang also believes $NATGATE (0270.MY)$ , $EG (8907.MY)$ , $ITMAX (5309.MY)$ that there are some promising technology companies.
Still more...
In fact, many investment bank analysts are discussing this topic, but undoubtedly, Bank Ma's investment bank is the most aggressive. Just two weeks ago, they invited experts from both sides, including MITI Deputy Minister Liu Zhendong, to talk about economic special zones. They have also released frequent reports analyzing JSSEZ.
With the implementation of the economic special zones, it will definitely boost the economy in the southern region of our country, and investors can deploy their assets in advance, riding on this wave of opportunity.
Although Johor concept stocks have risen for over a year, outperforming the broader market and even surpassing the fundamentals, there is still potential in industrial stocks, including $SPSETIA (8664.MY)$ 、 $ECOWLD (8206.MY)$ definitely undervalued stocks.
The rise of data centers will also benefit Telco stocks and electric power stocks, leading the industry. $TENAGA (5347.MY)$ ， $TM (4863.MY)$ ， $TIMECOM (5031.MY)$ It goes without saying.
The datacenter is booming, with many companies already stationed in JSSEZ. Coupled with the fact that the southern region has always been a leader in the outsourcing industry, it naturally attracts technology companies. Ma Yinhang also believes $NATGATE (0270.MY)$ , $EG (8907.MY)$ , $ITMAX (5309.MY)$ that there are some promising technology companies.
Still more...
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As a trend investor, you must understand the types of sectors. Since most horse stock companies are cyclical stocks, their market is actually traceable.
In general, the stock price of a company is affected by several factors: 1) policy 2) event drive 3) profit
1) Policies
Assuming that today's government announced a reduction in the threshold for the second-largest horse homeland program so that other foreigners can buy properties locally, the main beneficiary sector at this time is probably industrial stocks.
2) Event-driven
Due to an accident at the largest local steel mill, domestic steel supply will be reduced by 50% in the future. At this point, the price of steel will definitely increase greatly, so any company that makes steel may benefit.
3) Profitability
Buying stocks is generally optimistic about the company's future prospects. You only buy the company's shares when you think that profits will get better and better. Assuming that the international resin (raw material for plastic packaging) prices have been falling continuously for half a year, they have fallen to a very low level. Forward-looking investors generally start paying attention to plastic packaging stocks because raw material costs will decrease in the future and profits are expected to increase (provided that demand remains unchanged).
At this point, you'll discover that as a newbie, it's important to know exactly what companies are in a specific sector because you can save time searching for them one by one. This is where the moomoo heatmap feature comes in handy. You can click on a field, as you can see in the image below:
Afterwards, you can see the overall trend in this field, such as the banking sector
If you keep sliding down, you'll see what's really in this field...
In general, the stock price of a company is affected by several factors: 1) policy 2) event drive 3) profit
1) Policies
Assuming that today's government announced a reduction in the threshold for the second-largest horse homeland program so that other foreigners can buy properties locally, the main beneficiary sector at this time is probably industrial stocks.
2) Event-driven
Due to an accident at the largest local steel mill, domestic steel supply will be reduced by 50% in the future. At this point, the price of steel will definitely increase greatly, so any company that makes steel may benefit.
3) Profitability
Buying stocks is generally optimistic about the company's future prospects. You only buy the company's shares when you think that profits will get better and better. Assuming that the international resin (raw material for plastic packaging) prices have been falling continuously for half a year, they have fallen to a very low level. Forward-looking investors generally start paying attention to plastic packaging stocks because raw material costs will decrease in the future and profits are expected to increase (provided that demand remains unchanged).
At this point, you'll discover that as a newbie, it's important to know exactly what companies are in a specific sector because you can save time searching for them one by one. This is where the moomoo heatmap feature comes in handy. You can click on a field, as you can see in the image below:
Afterwards, you can see the overall trend in this field, such as the banking sector
If you keep sliding down, you'll see what's really in this field...
Translated
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