$GAMUDA (5398.MY)$ at 4.8 I’ll buy

The Net Energy Metering (NEM) 3.0 Policy Guide has been released, expected to stimulate rooftop solar installation demand, boost EPCC industry development, with Samaiden group and four other companies seen as potential beneficiaries. $SAMAIDEN (0223.MY)$ and four other companies are seen as potential beneficiaries.
According to analysts at Dazheng Securities, "This is an early Christmas gift from the government to renewable energy providers, as this policy will increase solar installation demand, which is also a high-profit business in the public utilities sector."
"Therefore, we have a positive outlook on this policy, as it will be a significant catalyst for the Construction, Procurement, Construction and Commissioning (EPCC) industry, in line with our previous expectations for the 2025 budget, expanding the NEM 3.0 quota and extending the CECEP Solar Energy People's Award Scheme (SolaRIS)."
Analysts believe that the potential beneficiaries of this policy will include the highlighted Samaiden Group, while other stocks not on the watchlist include Solarvest, $SLVEST (0215.MY)$ Sunview Group $SUNVIEW (0262.MY)$ and Beka Group $PEKAT (0233.MY)$ 。
In addition, the CECEP Solar Energy dedicated company, Northern Solar, scheduled to be listed on the GEM in February 2025, is also believed to be a major potential beneficiary of this policy....

(Kuala Lumpur, 17th news) With the revision of the open market value (OMV) and the introduction of targeted RBOB Gasoline subsidies, it is expected that the overheated auto market for several years will cool down, coupled with increasingly fierce competition, next year the profit prospects in the auto Industry will be bleak.
Lian Chang International analysts are no longer bullish on auto stocks, with the sector rating downgraded to 'Neutral', but still Bullish on Sime Darby. $SIME (4197.MY)$ ）。
Analysts point out that with the cancellation of subsidies and price valuation revisions, the total auto sales in 2025 are expected to decrease by 4% to 750,000 vehicles, however, this could accelerate the popularization of Battery electric vehicles (BEVs).
In terms of brands, the second domestic car should continue to take the lead and occupy the dominant market share.
As for net profit contribution, analysts are bullish on Senamei's increasing contribution, mainly due to the continuous expansion of its product portfolio, and expecting a 3% growth in the auto sector by 2025.
"We also expect that, driven by the increasingly fierce competition among new car releases, newcomers, and electric vehicle manufacturers, the adoption rate of pure electric cars will increase in 2025."
"The tax-free policy for imported car models will end in 2026, thereafter domestic assembly will dominate. Nevertheless, with the support of first-time buyers and the mass market, the demand for domestic brands such as Baoteng and the second domestic car is expected to remain strong."
The government plans to reserve subsidies for 85% of RON95 users in the 2025 fiscal budget to maintain the affordability of locally produced autos,...

$AZAMJAYA (5329.MY)$ At this moment, there is a silence among the pessimistic individuals.

$GAMUDA (5398.MY)$ I really have nothing to say, I bought on Friday and you just fell!

$AZAMJAYA (5329.MY)$ letzz goo..it's riding now 😆😆

63 million Johor acquisition, Mah Sing prepares to develop M Tiara 3.
Mah Sing Group. $MAHSING (8583.MY)$ Acquired a 59.12-acre piece of land in Johor for 62.98 million ringgit, continuing to expand their Johor business footprint.
Mah Sing Group stated in a press release that the land will be named M Tiara 3, to be developed into superimposed residence, with a total Gross Development Value (GDV) of 0.464 billion ringgit.
According to the initial plan, M Tiara 3 will be developed into a town project, which includes superlinked residences.
Tan Sri Leong Hoi Kin, the founder and Group Managing Director of Maxstar Group, said: "The demand for properties in Johor is rapidly growing, and this acquisition will provide a great opportunity for the Group to expand our presence in the area."
In addition, the government's priority focus on the new SBS Transit (RTS) project in Johor is expected to further stimulate the property market, coupled with the housing loan interest relief provided to first-time homebuyers by the government, easing the burden of property purchase.
"M Tiara has been well-received in previous projects, so we will continue to look for strategically significant land in the area for town development, the M series, and industrial projects."
This is Mars Group's third acquisition in Johor Bahru, where they previously acquired two parcels totaling 176.1 acres in April 2024 and June 2023.
Continuing to expand their presence in Johor.
The statement emphasizes that Johor is Mars Group's second location after the Klang Valley...

$Cornerstone Strategic Value Fund Inc (CLM.US)$ Is it worth buying now? Or should I wait a little longer?

As we dived into Dec, hope you have profited from $S&P 500 Index (.SPX.US)$ $NASDAQ 100 Index (.NDX.US)$ $Dow Jones Industrial Average (.DJI.US)$ $Invesco QQQ Trust (QQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$ $ProShares UltraPro QQQ ETF (TQQQ.US)$ rally last week! $S&P 500 Index (.SPX.US)$ indeed retested last high and reclaim new top at 6044!
This week’s earnings reports will feature big names like $Salesforce (CRM.US)$, $Marvell Technology (MRVL.US)$, $RBC Bearings (RBC.US)$, $The Toronto-Dominion Bank (TD.US)$
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