The market at the start of August is rocked by a series of unusual and concerning events. Here’s the rundown:
1. Israel's Security Bunker: Reports suggest that Israel's Shin Bet security service has a fully operational underground bunker in Jerusalem, prepared to protect senior leaders during a war. This bunker, built nearly 20 years ago, can withstand various attacks and is connected to the Defense Ministry in Tel Aviv. This is in response to ...
1. Israel's Security Bunker: Reports suggest that Israel's Shin Bet security service has a fully operational underground bunker in Jerusalem, prepared to protect senior leaders during a war. This bunker, built nearly 20 years ago, can withstand various attacks and is connected to the Defense Ministry in Tel Aviv. This is in response to ...
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Of course, it's not entirely over. China's sanctions and Trump's protectionist approach aren’t new, but we might see a pause in tech due to market rotation. Investors indicate that small caps are still catching up. Meanwhile, there’s growing caution around overinvestment in AI, especially in the U.S.
In Malaysia, sectors like construction and property have benefited from the data center boom. The key question is how this theme benefits the...
In Malaysia, sectors like construction and property have benefited from the data center boom. The key question is how this theme benefits the...
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Nancy Pelosi made headlines by purchasing 20 call options for $Broadcom(AVGO.US$, with a strike price of $800 and an expiration date of June 20, 2025. What’s the driving force behind this bold investment? Let’s delve into the fundamentals and future outlook to uncover the potential behind this move.
1. The rise of AI: Sustained High Demand
Broadcom Inc. is strategically positioned at the forefront of the AI revolution, leveraging a si...
1. The rise of AI: Sustained High Demand
Broadcom Inc. is strategically positioned at the forefront of the AI revolution, leveraging a si...
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Strategic Moves in a Dynamic Market
$SUNWAY(5211.MY$ is strategically leveraging its exposure to Johor’s booming property market and the rapidly expanding datacentre sector in Southeast Asia. The datacentre market, projected to grow by USD 3.69 billion at a CAGR of 6.6% from 2023 to 2030, is driven by the adoption of multi-cloud solutions, IoT applications, and digital transformation initiatives. With the rise of 5G technology...
$SUNWAY(5211.MY$ is strategically leveraging its exposure to Johor’s booming property market and the rapidly expanding datacentre sector in Southeast Asia. The datacentre market, projected to grow by USD 3.69 billion at a CAGR of 6.6% from 2023 to 2030, is driven by the adoption of multi-cloud solutions, IoT applications, and digital transformation initiatives. With the rise of 5G technology...
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Teh Tarik Invest
liked and commented on
When the biggest shareholder family starts buying up shares of the company, it's not just a casual investment – it's a signal, a harbinger of potential value creation. These folks have skin in the game, and their actions speak louder than any quarterly earnings report.
They see something we might not fully appreciate yet – a turnaround coming. It’s the kind of opportunity where the upside potential far outweighs the downside risk. This isn't mere speculation; it's a...
They see something we might not fully appreciate yet – a turnaround coming. It’s the kind of opportunity where the upside potential far outweighs the downside risk. This isn't mere speculation; it's a...
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Teh Tarik Invest
commented on
Oil & Gas (O&G) Upcycle?
There's talk of Petronas cutting its capex, leading to weakness in O&G stocks. The RM300bn capex planned for 2024-28 is now under scrutiny. PETROS (Sarawak’s version of Petronas) might be delaying exploration approvals to push for more involvement in PSCs.
However, development drilling and related activities are likely to continue unaffected. This means stocks like DAYANG and UZMA could remain stable, while V...
There's talk of Petronas cutting its capex, leading to weakness in O&G stocks. The RM300bn capex planned for 2024-28 is now under scrutiny. PETROS (Sarawak’s version of Petronas) might be delaying exploration approvals to push for more involvement in PSCs.
However, development drilling and related activities are likely to continue unaffected. This means stocks like DAYANG and UZMA could remain stable, while V...
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Teh Tarik Invest
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Policy Consistency: No surprises here, BNM's tone and stance are as steady as ever, supporting the economy and balancing inflation and growth. 🧘♂️📉📈
Diesel Price Hike? No Biggie! Despite a whopping 55.8% rise in diesel prices, BNM keeps its cool with inflation forecasts unchanged. They've got it all figured out.🤣 🛢️⬆️➡️😌
Growth Optimism: Export-led recovery on the horizon, thanks to Malaysia's strong positi...
Diesel Price Hike? No Biggie! Despite a whopping 55.8% rise in diesel prices, BNM keeps its cool with inflation forecasts unchanged. They've got it all figured out.🤣 🛢️⬆️➡️😌
Growth Optimism: Export-led recovery on the horizon, thanks to Malaysia's strong positi...
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Teh Tarik Invest
reacted to and commented on
🌞 Solar Power Moves: Big Solar Wins: Cypark is turning on the juice with its 100MW solar plant in Terengganu! Future revenues and cash flows are set to shine bright.
🌞💰21-Year Goldmine: Transitioning projects to Operation & Maintenance for long-term, stable income. This is a 21-year money-making machine!
🏦💸 🔥 Efficiency Overhaul: Fixing the WTE Plant: After a temporary hiccup, Cypark is upgrading its Waste-to-Energy plant. Expect a power-packed comeback wit...
🌞💰21-Year Goldmine: Transitioning projects to Operation & Maintenance for long-term, stable income. This is a 21-year money-making machine!
🏦💸 🔥 Efficiency Overhaul: Fixing the WTE Plant: After a temporary hiccup, Cypark is upgrading its Waste-to-Energy plant. Expect a power-packed comeback wit...
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Teh Tarik Invest
commented on
Inspired by Morgan Housel, the founder of Collab Fund and the author of The Psychology of Money, embrace the power of "quiet compounding."
Focus on long-term goals, ignore the noise, and let your investments grow silently over time. It's not about quick wins but about steady, patient growth.
Take $Apple(AAPL.US$ as an example.
If you had invested $1,000 in Apple stock in 2004 and held onto it, by 2024, your investment would be worth over $50,000, assum...
Focus on long-term goals, ignore the noise, and let your investments grow silently over time. It's not about quick wins but about steady, patient growth.
Take $Apple(AAPL.US$ as an example.
If you had invested $1,000 in Apple stock in 2004 and held onto it, by 2024, your investment would be worth over $50,000, assum...
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Howard Marks of Oaktree Capital recently highlighted that the era of easy money is over. This period, marked by ultra-low interest rates and accommodative central bank policies, has come to an end, creating a significant shift in the investment landscape. Marks describes this transition as a "sea change," indicating that the financial environment has fundamentally altered, leading to less optimistic investor sentiment and tighter monetary conditions.
However, while the easiest money may be beh...
However, while the easiest money may be beh...
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