Justin Dy
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Malaysian stocks look forward to victory in the second half of the year
Special Report: Yang Huiping @pingggg
Driven by the AI-driven data center boom, Malaysian stocks performed quite well in the first half of the year. The FTSE Composite Index rose 9.31% in half a year, making investors laugh hehe.
And in a rapidly changing market, how can investors seize opportunities in the second half of the year? Are Malaysian stocks in the second half of the year still driven by data center concepts? What other topics and areas can stand out?
To this end, “Nanyang Commercial Daily” read the investment outlook reports of major investment banks for the second half of the year, sorted out the six major investment themes, and let's take a look at where the investment opportunities for the second half of the year fall.
After years of sluggishness and favorable factors, Malaysian stocks are expected to prosper until next year
Looking back at the first half of the year, with the recovery of the industrial industry, the boom in artificial intelligence (AI) and data centers, healthy domestic economic growth, and stable corporate profits, Malaysian stocks reversed years of sluggishness and achieved a strong rebound.
As of the end of June this year, $FTSE Bursa Malaysia KLCI Index(.KLSE.MY$The FTSE Composite Index rose by about 9.3% and performed quite well in the region.
Now, in the second half of the year, whether Malaysian stocks can continue to rise has become what investors are most concerned about.
Research analysts at Dahua Jixian believe that the gains in the first half of the year were due to strong domestic liquidity, because the composite index also rose 7.0% after the first 5 months of continuous foreign capital withdrawal.
Next, given the Federal Reserve's shift to a dovish attitude in the second half of the year...
Special Report: Yang Huiping @pingggg
Driven by the AI-driven data center boom, Malaysian stocks performed quite well in the first half of the year. The FTSE Composite Index rose 9.31% in half a year, making investors laugh hehe.
And in a rapidly changing market, how can investors seize opportunities in the second half of the year? Are Malaysian stocks in the second half of the year still driven by data center concepts? What other topics and areas can stand out?
To this end, “Nanyang Commercial Daily” read the investment outlook reports of major investment banks for the second half of the year, sorted out the six major investment themes, and let's take a look at where the investment opportunities for the second half of the year fall.
After years of sluggishness and favorable factors, Malaysian stocks are expected to prosper until next year
Looking back at the first half of the year, with the recovery of the industrial industry, the boom in artificial intelligence (AI) and data centers, healthy domestic economic growth, and stable corporate profits, Malaysian stocks reversed years of sluggishness and achieved a strong rebound.
As of the end of June this year, $FTSE Bursa Malaysia KLCI Index(.KLSE.MY$The FTSE Composite Index rose by about 9.3% and performed quite well in the region.
Now, in the second half of the year, whether Malaysian stocks can continue to rise has become what investors are most concerned about.
Research analysts at Dahua Jixian believe that the gains in the first half of the year were due to strong domestic liquidity, because the composite index also rose 7.0% after the first 5 months of continuous foreign capital withdrawal.
Next, given the Federal Reserve's shift to a dovish attitude in the second half of the year...
Translated
![4 major industries, 6 major themes, horse stocks look forward to victory in the second half of the year](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240709/1720519939632-fdb3a3b3ac.jpeg/thumb?area=104&is_public=true)
![4 major industries, 6 major themes, horse stocks look forward to victory in the second half of the year](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240709/1720516527895-22c8b8e46f.jpeg/thumb?area=104&is_public=true)
![4 major industries, 6 major themes, horse stocks look forward to victory in the second half of the year](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240709/1720516527910-88ac728f60.jpeg/thumb?area=104&is_public=true)
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Justin Dy
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$SPDR S&P 500 ETF(SPY.US$
I hate politics. I like stocks. go on YouTube and search "trump lashes out at big tech"
AS AN INVESTOR WHY WOULD YOU WANT HIM BACK?
you think he's cool? he's not cool at all. wow unless you want to see your accounts drop. I don't care about presidents but the market has been fantastic that's undeniable. he's not even elected yet and made comments effecting Taiwan apparently. good or bad news the market rebounds but the worst is uncertainty. trump brings a lot of unc...
I hate politics. I like stocks. go on YouTube and search "trump lashes out at big tech"
AS AN INVESTOR WHY WOULD YOU WANT HIM BACK?
you think he's cool? he's not cool at all. wow unless you want to see your accounts drop. I don't care about presidents but the market has been fantastic that's undeniable. he's not even elected yet and made comments effecting Taiwan apparently. good or bad news the market rebounds but the worst is uncertainty. trump brings a lot of unc...
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/72803574/20240717/1721209712082-random7252-72803574-android-compress.jpg/thumb?area=100&is_public=true)
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Justin Dy
voted
$Taiwan Semiconductor(TSM.US$
Trump suggests Taiwan should pay the US for defense services.
Shares of TSMC fall more than 2% following Trump's remarks.
Trump claims Taiwan took 100% of the US chip business.
US bound by law to provide Taiwan with means to defend itself.
No formal defense agreement exists between the US and Taiwan.
Trump suggests Taiwan should pay the US for defense services.
Shares of TSMC fall more than 2% following Trump's remarks.
Trump claims Taiwan took 100% of the US chip business.
US bound by law to provide Taiwan with means to defend itself.
No formal defense agreement exists between the US and Taiwan.
![TRUMP SAYS TAIWAN SHOULD PAY US FOR PROTECTION](https://ussnsimg.moomoo.com/sns_client_feed/70040925/20240717/cf69c4f930bc46d58f61a38b67c99bd7.png/thumb?area=100&is_public=true)
![TRUMP SAYS TAIWAN SHOULD PAY US FOR PROTECTION](https://ussnsimg.moomoo.com/sns_client_feed/70040925/20240717/460aa5c625df4001ad664d4b6be7ad61.jpg/thumb?area=100&is_public=true)
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Justin Dy
commented on
$Taiwan Semiconductor(TSM.US$ This is what happened
Translated
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