lucky man 8282
liked
The government is expected to focus on 4 major directions. Which stocks will be boosted by the budget?
The 2025 fiscal budget is approaching. DaZheng Securities believes that this budget will focus on restructuring the economic system, enhancing national competitiveness, and announcing new measures in 4 key directions.
These new measures include large-scale public infrastructure projects, digital economy, advanced semiconductor manufacturing, and artificial intelligence (AI) among other high-tech areas, as well as raising people's incomes and reducing the cost of living.
Following this train of thought, analysts have identified potential beneficiary sectors and companies, and provided investment strategies prior to the budget announcement.
Analysts at Da Securities pointed out that the government is expected to continue to focus on enhancing national competitiveness in the upcoming budget, attracting more investment, accelerating fiscal reform, raising the living standards of the people, and distributing wealth more evenly.
We estimate that the government will announce more details about future national growth engines in the budget, such as advanced semiconductor manufacturing, carbon capture, utilization, and storage (CCUS), green industrial parks, AI, and the corridor for the development of a new economy, as well as related new policies.
The analyst predicts that the key measures to be announced by the government in the next budget will focus on four directions.
"Firstly, the government is expected to announce details about large-scale infrastructure projects such as the MRT Line 3, Penang Light Rapid Transit (LRT), Advanced Rapid Transit for Johor and the Federal Territories (ART), the Kuala Lumpur-Singapore High-Speed Rail (HSR), as well as more details about the Johor Bahru-Singapore Economic Corridor (JSSEZ) and other corridors for the development of a new economy...
The 2025 fiscal budget is approaching. DaZheng Securities believes that this budget will focus on restructuring the economic system, enhancing national competitiveness, and announcing new measures in 4 key directions.
These new measures include large-scale public infrastructure projects, digital economy, advanced semiconductor manufacturing, and artificial intelligence (AI) among other high-tech areas, as well as raising people's incomes and reducing the cost of living.
Following this train of thought, analysts have identified potential beneficiary sectors and companies, and provided investment strategies prior to the budget announcement.
Analysts at Da Securities pointed out that the government is expected to continue to focus on enhancing national competitiveness in the upcoming budget, attracting more investment, accelerating fiscal reform, raising the living standards of the people, and distributing wealth more evenly.
We estimate that the government will announce more details about future national growth engines in the budget, such as advanced semiconductor manufacturing, carbon capture, utilization, and storage (CCUS), green industrial parks, AI, and the corridor for the development of a new economy, as well as related new policies.
The analyst predicts that the key measures to be announced by the government in the next budget will focus on four directions.
"Firstly, the government is expected to announce details about large-scale infrastructure projects such as the MRT Line 3, Penang Light Rapid Transit (LRT), Advanced Rapid Transit for Johor and the Federal Territories (ART), the Kuala Lumpur-Singapore High-Speed Rail (HSR), as well as more details about the Johor Bahru-Singapore Economic Corridor (JSSEZ) and other corridors for the development of a new economy...
Translated
64
1
lucky man 8282
liked
6
5
lucky man 8282
liked
3
4
lucky man 8282
liked
6
1
lucky man 8282
commented on
$AFFIN (5185.MY)$ Is it 3.10?
Translated
2
3
lucky man 8282
commented on
$FRONTKN (0128.MY)$All good tech company gv chance to load
3
lucky man 8282
liked and commented on
This is a month of earnings! Many of the big tech earnings reports are actually affecting my overall portfolio heavily. $Meta Platforms (META.US)$ $Amazon (AMZN.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $Advanced Micro Devices (AMD.US)$ $Microsoft (MSFT.US)$
Horrible start for the first few days of Aug with big losses in the order over $15k to about $25k! It was heart broken to see with an accumulated loss of over $65k!
This last week of the month is all about $NVIDIA (NVDA.US)$ . I have ...
Horrible start for the first few days of Aug with big losses in the order over $15k to about $25k! It was heart broken to see with an accumulated loss of over $65k!
This last week of the month is all about $NVIDIA (NVDA.US)$ . I have ...
loading...
89
20
lucky man 8282
liked
Hi, mooers!
As the third week of the Malaysia Stock Paper Trading Competition ends, new mooers dominate the leaderboards!
🎉First off, congratulations to the top 10 mooers who topped the leaderboard last week!
@LeoTiger7 湖内股神 @Madam Ilyana @105581627 @YB Ho @102317968 @103549032 @103551836 @103899385 @105233270 @103289703
What's more, thank you for all your participation in the competitions! Till now, over 6,000 mooers ha...
As the third week of the Malaysia Stock Paper Trading Competition ends, new mooers dominate the leaderboards!
🎉First off, congratulations to the top 10 mooers who topped the leaderboard last week!
@LeoTiger7 湖内股神 @Madam Ilyana @105581627 @YB Ho @102317968 @103549032 @103551836 @103899385 @105233270 @103289703
What's more, thank you for all your participation in the competitions! Till now, over 6,000 mooers ha...
19
1
lucky man 8282
liked
KLCI retraced back towards the 1621 points region with an overall negative market sentiment as we still saw over 770 counters closing red for the day after the brief rebound yesterday. Daily trading volume also saw a decline back towards the 4.3 billion mark.
Main stocks that showed strong buying momentum would be the likes of MYEG, JCY, DATAPRP, MASTEEL, TANCO, and KJTS. All of which were able to sustain their rallies throughout the day on the top v...
Main stocks that showed strong buying momentum would be the likes of MYEG, JCY, DATAPRP, MASTEEL, TANCO, and KJTS. All of which were able to sustain their rallies throughout the day on the top v...
9