1) Let's talk about China A-shares, Hong Kong stocks
2) Direction of the financial case
My latest live stream:
Facebook
$Bank Of Chengdu (601838.SH)$ $HLBANK (5819.MY)$
2) Direction of the financial case
My latest live stream:
$Bank Of Chengdu (601838.SH)$ $HLBANK (5819.MY)$
Translated
Casual live streaming, discussing a topic that frustrates many investors
The company is a great company,
But the stocks may not necessarily be great stocks?
https://www.facebook.com/visioninvest88/videos/1859937424932331/
The company is a great company,
But the stocks may not necessarily be great stocks?
https://www.facebook.com/visioninvest88/videos/1859937424932331/
Translated
5
$FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$ despite FBMKLCI having risen by nearly 15% since the beginning of the year.
With the blue chip stocks' profits catching up later,
In fact, the valuation of Malaysia's sse conglomerates index is still at a low level.
In the past, during the period of 2012-2019,
KLCI's valuation always hovered between PE 16 to 17 times.
Now Malaysia's fundamentals have improved,
Combined with the recent inflow of foreign capital,
It is not difficult to believe that the index will return to its previous valuation range,
Many economists have set a psychological target of 2000 points,
Actually, it is equivalent to a current PE valuation of 17 times.
It doesn't seem too excessive, haha.
With the blue chip stocks' profits catching up later,
In fact, the valuation of Malaysia's sse conglomerates index is still at a low level.
In the past, during the period of 2012-2019,
KLCI's valuation always hovered between PE 16 to 17 times.
Now Malaysia's fundamentals have improved,
Combined with the recent inflow of foreign capital,
It is not difficult to believe that the index will return to its previous valuation range,
Many economists have set a psychological target of 2000 points,
Actually, it is equivalent to a current PE valuation of 17 times.
It doesn't seem too excessive, haha.
Translated
20
The WhatsApp messages were flooded early in the morning.
All are questions asking what happened to the gloves.
Unified response.
First, let's look at the short-term market disturbances - the situation in Russia and Ukraine. I personally speculate that there will not be worse expectations for the situation in Russia and Ukraine now. Therefore, unless there is a real war, the overall situation is basically controllable. Based on this basis, will crude oil continue to soar? The room for speculation is not too big.
It's the United States implementing tariffs earlier.
Originally 25% in 2025, it becomes 50%;
Originally 50% in 2026, it becomes 100%
$TOPGLOV (7113.MY)$ $HARTA (5168.MY)$ $KOSSAN (7153.MY)$ $SUPERMX (7106.MY)$
Follow me on my Facebook.
Facebook
All are questions asking what happened to the gloves.
Unified response.
First, let's look at the short-term market disturbances - the situation in Russia and Ukraine. I personally speculate that there will not be worse expectations for the situation in Russia and Ukraine now. Therefore, unless there is a real war, the overall situation is basically controllable. Based on this basis, will crude oil continue to soar? The room for speculation is not too big.
It's the United States implementing tariffs earlier.
Originally 25% in 2025, it becomes 50%;
Originally 50% in 2026, it becomes 100%
$TOPGLOV (7113.MY)$ $HARTA (5168.MY)$ $KOSSAN (7153.MY)$ $SUPERMX (7106.MY)$
Follow me on my Facebook.
Translated
12
MERDEKA Bersama Moofest
glad to join as one of the panelists during the opening ceremony of the events
If you’re in central region of Malaysia, just dropby to Pavilion Bukit Jalil this weekend to join moomoo for a day full of fun, learning, and exciting prizes!
follow me @ my facebook page Facebook
glad to join as one of the panelists during the opening ceremony of the events
If you’re in central region of Malaysia, just dropby to Pavilion Bukit Jalil this weekend to join moomoo for a day full of fun, learning, and exciting prizes!
follow me @ my facebook page Facebook
17
1
Something different on Thursday
⛴️⛴️⛴️⛴️⛴️
Half a year ago,
我曾在我的直播间谈及这家经营”海上酒店”的公司。
所谓的”海上酒店”,
指的就是多功能海工居住船。
Offshore accommodation vessels can serve more than just the oil & gas exploration field,
any offshore operation,
such as submarine cable connection,
the construction of offshore wind turbines,
Engineers all need a stable and comfortable accommodation ship to ensure smooth work.
Unlike other Offshore Support Vessels (OSVs),
unlike other Offshore Support Vessels (OSVs),
KEYFIELD focuses on the "residential ship" with relatively stable demand.
In addition,
KEYFIELD has also broken the curse of poor performance traditionally associated with IPO companies on the main board.
If calculated based on a market price of RM 0.90,
The market cap has already doubled (x3),
is one of the shining star stocks this year
PETRONAS and other oil field asset owners,
After the end of the epidemic,
with the improvement of oil prices and demand,
more capital expenditures are being invested,
exploring more oil fields,
Further increase offshore operation activities.
Companies providing related support services to the oil & gas industry this year,
have achieved quite impressive stock price performance.
KEYFIELD is about to announce its performance,
I am also fortunate.
Invited the Group's Executive Director and CEO, Dato Darren Kee,
to meet with all the audience, readers, and friends.
If you are interested...
⛴️⛴️⛴️⛴️⛴️
Half a year ago,
我曾在我的直播间谈及这家经营”海上酒店”的公司。
所谓的”海上酒店”,
指的就是多功能海工居住船。
Offshore accommodation vessels can serve more than just the oil & gas exploration field,
any offshore operation,
such as submarine cable connection,
the construction of offshore wind turbines,
Engineers all need a stable and comfortable accommodation ship to ensure smooth work.
Unlike other Offshore Support Vessels (OSVs),
unlike other Offshore Support Vessels (OSVs),
KEYFIELD focuses on the "residential ship" with relatively stable demand.
In addition,
KEYFIELD has also broken the curse of poor performance traditionally associated with IPO companies on the main board.
If calculated based on a market price of RM 0.90,
The market cap has already doubled (x3),
is one of the shining star stocks this year
PETRONAS and other oil field asset owners,
After the end of the epidemic,
with the improvement of oil prices and demand,
more capital expenditures are being invested,
exploring more oil fields,
Further increase offshore operation activities.
Companies providing related support services to the oil & gas industry this year,
have achieved quite impressive stock price performance.
KEYFIELD is about to announce its performance,
I am also fortunate.
Invited the Group's Executive Director and CEO, Dato Darren Kee,
to meet with all the audience, readers, and friends.
If you are interested...
Translated
2
Zeff The Great
liked
1. What did the Taiwan Semiconductor AGM say 2. The topic of the Malaysia datacenter is very hot
$Taiwan Semiconductor (TSM.US)$ $MNHLDG (0245.MY)$ $SCGBHD (0225.MY)$ $SIMEPROP (5288.MY)$ $MAHSING (8583.MY)$ $SUNCON (5263.MY)$ $PWRWELL (0217.MY)$ $VSTECS (5162.MY)$ $SNS (0259.MY)$ $PWRWELL (0217.MY)$ $HEGROUP (0296.MY)$ $PIE (7095.MY)$
$Taiwan Semiconductor (TSM.US)$ $MNHLDG (0245.MY)$ $SCGBHD (0225.MY)$ $SIMEPROP (5288.MY)$ $MAHSING (8583.MY)$ $SUNCON (5263.MY)$ $PWRWELL (0217.MY)$ $VSTECS (5162.MY)$ $SNS (0259.MY)$ $PWRWELL (0217.MY)$ $HEGROUP (0296.MY)$ $PIE (7095.MY)$
Translated
59
1
Today, glove stocks once again become the most handsome guys on the market.
The main reason is that the United States has escalated the trade war to a new level.
Yesterday evening,
The White House announced the latest round of import tariffs on Chinese products, significantly increasing the import tariffs on specific products from China. The products involved are as follows:
1. Steel and aluminum (increasing from 0-7.5% to 25% in 2024)
2. Semiconductors (increasing from 25% to 50% in 2025)
3. Electric vehicles (increasing from 25% to 100% in 2024)
4. Lithium-ion batteries (increasing from 7.5% to 25% in 2024)
5. Electric vehicle battery components (increasing from 7.5% to 25% in 2024)
6. Solar energy batteries (increasing from 25% to 50% in 2024)
10. Medical injectors and needles (increasing from 0% to 50% in 2024)
7. Personal protective equipment, including certain respirators and masks (increasing from 0-7.5% to 25% in 2024)
8. Rubber medical and surgical gloves (increasing from 7.5% to 25% in 2026)
This measure,
Besides nominally encouraging the localization of American products,
is also expected to make American importers,
Shift the source of imported products to Southeast Asian countries / countries in South America.
In concept,
The areas of the Malaysian stock market that benefit are as follows:
1. Aluminum alloy product manufacturers (extrusion/casting)
$LBALUM (9326.MY)$ $PA (7225.MY)$ $PMETAL (8869.MY)$
The main reason is that the United States has escalated the trade war to a new level.
Yesterday evening,
The White House announced the latest round of import tariffs on Chinese products, significantly increasing the import tariffs on specific products from China. The products involved are as follows:
1. Steel and aluminum (increasing from 0-7.5% to 25% in 2024)
2. Semiconductors (increasing from 25% to 50% in 2025)
3. Electric vehicles (increasing from 25% to 100% in 2024)
4. Lithium-ion batteries (increasing from 7.5% to 25% in 2024)
5. Electric vehicle battery components (increasing from 7.5% to 25% in 2024)
6. Solar energy batteries (increasing from 25% to 50% in 2024)
10. Medical injectors and needles (increasing from 0% to 50% in 2024)
7. Personal protective equipment, including certain respirators and masks (increasing from 0-7.5% to 25% in 2024)
8. Rubber medical and surgical gloves (increasing from 7.5% to 25% in 2026)
This measure,
Besides nominally encouraging the localization of American products,
is also expected to make American importers,
Shift the source of imported products to Southeast Asian countries / countries in South America.
In concept,
The areas of the Malaysian stock market that benefit are as follows:
1. Aluminum alloy product manufacturers (extrusion/casting)
$LBALUM (9326.MY)$ $PA (7225.MY)$ $PMETAL (8869.MY)$