What stocks will the government focus on in the budget proposal, which is expected to focus on 4 main directions?
The 2025 fiscal budget proposal is approaching, and Da 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), as well as increasing people's income and lowering the cost of living.
Following this line of thought, analysts have identified potential benefiting sectors and companies, and provided investment strategies ahead of the budget proposal.
Da Securities analysts point out that the government is expected to continue to focus on enhancing national competitiveness in the upcoming budget proposal to attract more investment, accelerate fiscal reforms, raise the standard of living, and distribute wealth more evenly.
"We estimate that the government will announce more details in the budget proposal about future national growth engines, such as advanced semiconductor manufacturing, carbon capture, utilization, and storage (CCUS), green industrial parks, AI, and xinjingji development corridors, as well as relevant new policies.
The analyst predicts that the critical measures the government will announce in the upcoming budget proposal will be focused on 4 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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