104558173 AS CHECL80
voted
I always remind myself to review my trades and strategies each quarter. ![]()
It helps me to be disciplined, to check my positions and make adjustments timely.![]()
Securities Position: Looking good with gradual profits![]()
Asset Distribution:
For me my Golden Ratio (Stocks/Funds) was previously 20/80. Seems like I’ve moved towards 50/50 with my bullishness on $NVIDIA (NVDA.US)$ .![]()
Currency Exposure:
40/60 is sufficient for my golden ratio for trading in US market.![]()
YTD Return:
56% So ...
It helps me to be disciplined, to check my positions and make adjustments timely.
Securities Position: Looking good with gradual profits
Asset Distribution:
For me my Golden Ratio (Stocks/Funds) was previously 20/80. Seems like I’ve moved towards 50/50 with my bullishness on $NVIDIA (NVDA.US)$ .
Currency Exposure:
40/60 is sufficient for my golden ratio for trading in US market.
YTD Return:
56% So ...
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104558173 AS CHECL80
liked
Kinwelfare won a contract worth over 0.7 billion, to build wind power projects in Australia.
Kinwelfare $GAMUDA (5398.MY)$ Announced, awarded a contract worth 200 million 43 million Australian dollars (about 0.72 million Malaysian ringgit) by the Queensland government in Australia, mainly responsible for providing services for the Boulder Creek Wind Farm project.
The company filed with the Malaysian stock exchange on Friday, today received contracts from Aula Energy and CS Energy, both are Australian energy companies, and one of them is directly controlled by the Queensland government.
According to the announcement, the commencement date will be at the end of 2024, with an estimated completion time of 33 months.
Jinwu Dajia is mainly responsible for 38 turbines with a power generation capacity of 228 megawatts, aiming to support Queensland in achieving half of its total power supply from renewable energy by 2030.
Due to entering an upward cycle in the contract, the share price of Jinwu Dajia has frequently soared, rising by 90% in the past 12 months.
Source of information: Nanyang Business Daily
Disclaimer: This content is for reference and educational purposes only and does not constitute any specific investment, investment strategy, or endorsement. Readers should assume any risk and responsibility caused by relying on this content. Before making any investment decisions, please conduct your own independent research and evaluation, and consult professionals if necessary. The author and related participants are not responsible for any loss or damage caused by the use or reliance on the information contained in this article.
Kinwelfare $GAMUDA (5398.MY)$ Announced, awarded a contract worth 200 million 43 million Australian dollars (about 0.72 million Malaysian ringgit) by the Queensland government in Australia, mainly responsible for providing services for the Boulder Creek Wind Farm project.
The company filed with the Malaysian stock exchange on Friday, today received contracts from Aula Energy and CS Energy, both are Australian energy companies, and one of them is directly controlled by the Queensland government.
According to the announcement, the commencement date will be at the end of 2024, with an estimated completion time of 33 months.
Jinwu Dajia is mainly responsible for 38 turbines with a power generation capacity of 228 megawatts, aiming to support Queensland in achieving half of its total power supply from renewable energy by 2030.
Due to entering an upward cycle in the contract, the share price of Jinwu Dajia has frequently soared, rising by 90% in the past 12 months.
Source of information: Nanyang Business Daily
Disclaimer: This content is for reference and educational purposes only and does not constitute any specific investment, investment strategy, or endorsement. Readers should assume any risk and responsibility caused by relying on this content. Before making any investment decisions, please conduct your own independent research and evaluation, and consult professionals if necessary. The author and related participants are not responsible for any loss or damage caused by the use or reliance on the information contained in this article.
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104558173 AS CHECL80
reacted to
It's my first options trading on Moomoo. Of course I have experience trading options at TD Ameritrade and losing some money. Been waiting for Moomoo to start options. Thank you Moomoo for that opportunity. I bought PDD and BABA and total profits was 450 on Tuesday I did not sell. To my horror my profit became losses of around 1,650. I hanged on knowing surely it will bounce back. Seeing Nikkei and Hang Seng gave me confidence. Then CNN premarket showed Nasdaq ...
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104558173 AS CHECL80
voted
$Intel (INTC.US)$ bulls are pouring millions into the lagging chipmaker even as technical indicators flash warning signs that the rally could be losing steam.
Inflows outpaced outflows by $139.7 million as of 3:24 p.m. on Tuesday. That would be the straight net inflow into Intel. The bulls are also taking positions in put options that could become profitable if the stock price climbs above $30 over the next tw...
Inflows outpaced outflows by $139.7 million as of 3:24 p.m. on Tuesday. That would be the straight net inflow into Intel. The bulls are also taking positions in put options that could become profitable if the stock price climbs above $30 over the next tw...
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104558173 AS CHECL80
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...
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104558173 AS CHECL80
voted
The future prospects for glove demand may be better than expected, according to Kenag Investment Bank. $TOPGLOV (7113.MY)$
The outlook for future performance is more optimistic, with a significant upward revision of 39% and 42% in net profit forecast for the 2025 and 2026 fiscal years (ending at the end of August).
After recent meetings with senior executives of top glove, analysts at Kenag Investment Bank are optimistic about the company's performance outlook.
"There are indications that top glove will experience a stronger-than-expected demand rebound after entering the 2025 fiscal year."
He added that the sales of top glove continued to rise monthly in September this year, and the company also expects customer inventory replenishment activities to strengthen over the next several quarters.
"Currently, the monthly sales of top glove are increasing by 25% to 30%, raising the overall capacity utilization to 65% to 70%. We originally predicted that the company's capacity utilization in the 2025 fiscal year would only be 55%."
In addition, the analyst pointed out that top glove's exports to the usa continue to improve, now accounting for 28% to 30% of its global sales.
"Top glove believes this is due to inventory replenishment activities by US customers, along with more chinese glove makers being blacklisted by the Food and Drug Administration (FDA), and capacity utilization of chinese counterparts also reaching 90%, almost at full production capacity."
Analysts believe that top glove is optimistic about the price trend of average glove prices, predicting that the average price will gradually increase in the future, with a possible increase of 5% to 15%...
The outlook for future performance is more optimistic, with a significant upward revision of 39% and 42% in net profit forecast for the 2025 and 2026 fiscal years (ending at the end of August).
After recent meetings with senior executives of top glove, analysts at Kenag Investment Bank are optimistic about the company's performance outlook.
"There are indications that top glove will experience a stronger-than-expected demand rebound after entering the 2025 fiscal year."
He added that the sales of top glove continued to rise monthly in September this year, and the company also expects customer inventory replenishment activities to strengthen over the next several quarters.
"Currently, the monthly sales of top glove are increasing by 25% to 30%, raising the overall capacity utilization to 65% to 70%. We originally predicted that the company's capacity utilization in the 2025 fiscal year would only be 55%."
In addition, the analyst pointed out that top glove's exports to the usa continue to improve, now accounting for 28% to 30% of its global sales.
"Top glove believes this is due to inventory replenishment activities by US customers, along with more chinese glove makers being blacklisted by the Food and Drug Administration (FDA), and capacity utilization of chinese counterparts also reaching 90%, almost at full production capacity."
Analysts believe that top glove is optimistic about the price trend of average glove prices, predicting that the average price will gradually increase in the future, with a possible increase of 5% to 15%...
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104558173 AS CHECL80
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Hi, mooers!
We are thrilled to see many of you join our topic #Share your moomoo merchandise with us, post various lovely moo collections, and share your investment stories! Let's check out the figurines you have and join the fun of collecting moomoo merch together!
@MW•Investment Mummy said the moomoo merchandise in Malaysia is simply amazing!
@Xiao Ting 9655 said she will work hard to earn points and get more commodities...
We are thrilled to see many of you join our topic #Share your moomoo merchandise with us, post various lovely moo collections, and share your investment stories! Let's check out the figurines you have and join the fun of collecting moomoo merch together!
@MW•Investment Mummy said the moomoo merchandise in Malaysia is simply amazing!
@Xiao Ting 9655 said she will work hard to earn points and get more commodities...
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104558173 AS CHECL80
voted
Market Remains Weak
The market showed a brief glimpse of optimism last Thursday and Friday, closing higher with some indicators turning positive. However, over the past few days, many stocks have pulled back, and all readings have reverted to negative. The brief bullish momentum has faded, proving to be short-lived.
Looking ahead, improvement in key metrics is needed to confirm a sustained bullish trend. Ideally, the Market Momentum Tracker should tur...
The market showed a brief glimpse of optimism last Thursday and Friday, closing higher with some indicators turning positive. However, over the past few days, many stocks have pulled back, and all readings have reverted to negative. The brief bullish momentum has faded, proving to be short-lived.
Looking ahead, improvement in key metrics is needed to confirm a sustained bullish trend. Ideally, the Market Momentum Tracker should tur...
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