103441569
commented on
103441569
reacted to
103441569
liked
$CAPITALA (5099.MY)$
Expected to have at least 5.5b revenue + 1.5b profit (included 1b profit from forex gain). Let's see how far off of my estimation for coming Q result.
Expected to have at least 5.5b revenue + 1.5b profit (included 1b profit from forex gain). Let's see how far off of my estimation for coming Q result.
9
2
103441569
reacted to
19
3
103441569
commented on
$3REN (0328.MY)$ i bought at rm0.47, should i sell now to cut loss?
1
4
103441569
liked
Compiled report: @Jungle lee
Content: Chinese
The general situation of the U.S. election has been determined. Trump will return to become the 47th president and will be inaugurated on January 20, 2025. Analysts believe that the victory of the "madman" president can reduce the uncertainty brought by the election results and also benefit areas such as Malaysian plantations, gloves, technology, and transportation.
Link Chang International Investment Bank analysts pointed out that with Trump's victory, from November to December, a new presidential transition period will begin. At that time, Trump can use this time to form his cabinet, streamline personnel and institutions, and introduce a series of policy directions next year.
Current policies that may have a certain impact on Malaysia include the Trump administration's plan to impose tariffs of 10% to 20% on imports, while China's tariffs could be as high as 60%; another issue that may arise is interference in ending the Russia-Ukraine war.
Analysts suggest that the U.S. dollar index may appreciate by 2% to 3%, while the 10-year U.S. Treasury yield may fall by 20 basis points.
In addition, the Federal Reserve's upcoming interest rate dot plot may change. However, due to persistent inflation decline and falling energy prices, Federal Reserve Chairman Powell is likely to continue to maintain a dovish stance.
Most importantly, after the US presidential election, any uncertainties are starting to dissipate, and it is expected that funds will start flowing into the market. This is bullish news for the Malaysian stock market, as prior to the election, the composite index was affected by arbitrage sentiment, and has been in a state of retracement.
Analysts also use this opportunity to analyze...
Content: Chinese
The general situation of the U.S. election has been determined. Trump will return to become the 47th president and will be inaugurated on January 20, 2025. Analysts believe that the victory of the "madman" president can reduce the uncertainty brought by the election results and also benefit areas such as Malaysian plantations, gloves, technology, and transportation.
Link Chang International Investment Bank analysts pointed out that with Trump's victory, from November to December, a new presidential transition period will begin. At that time, Trump can use this time to form his cabinet, streamline personnel and institutions, and introduce a series of policy directions next year.
Current policies that may have a certain impact on Malaysia include the Trump administration's plan to impose tariffs of 10% to 20% on imports, while China's tariffs could be as high as 60%; another issue that may arise is interference in ending the Russia-Ukraine war.
Analysts suggest that the U.S. dollar index may appreciate by 2% to 3%, while the 10-year U.S. Treasury yield may fall by 20 basis points.
In addition, the Federal Reserve's upcoming interest rate dot plot may change. However, due to persistent inflation decline and falling energy prices, Federal Reserve Chairman Powell is likely to continue to maintain a dovish stance.
Most importantly, after the US presidential election, any uncertainties are starting to dissipate, and it is expected that funds will start flowing into the market. This is bullish news for the Malaysian stock market, as prior to the election, the composite index was affected by arbitrage sentiment, and has been in a state of retracement.
Analysts also use this opportunity to analyze...
Translated



38
2
43
103441569
reacted to
Only the XL and L investors/buyers could help $GENETEC (0104.MY)$ to rebounce from the current bottom price. I don't forsee the retail buyers could do much. It's ROE looks good. So hopefully the big sharks would take the opportunity to invest for long term profits.
4
2
103441569
liked
4
1