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$NIO Inc (NIO.US)$ NIO is poised for a strong and swift rebound, supported by exceptional sales growth and strategic market positioning. In December 2024, NIO delivered a record-breaking 31,138 vehicles, reflecting an impressive 72.9% year-over-year increase. This milestone contributed to an annual delivery growth of 38.7%, with 221,970 vehicles sold in 2024. Such achievements not only solidify NIO’s leadership in the EV industry but also reinforce its ability to execute o...
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$NVIDIA (NVDA.US)$
Holding power do pays off
Holding power do pays off
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In general, Barron's annual top ten recommendations can outperform the U.S. large cap stocks because of its value investing philosophy, focusing on some undervalued large cap stocks, thus often receiving some decent rebounds. However, their recommendations are more suitable for medium to long-term investors.
1. Alibaba: In recent years, Alibaba's stock price has significantly retraced due to the domestic and international economic environment and policy influences, with a relatively low valuation. As a leading enterprise in China's e-commerce and cloud computing, its long-term growth potential remains strong, especially in the cloud computing business and international expansion.
2. Alphabet: Alphabet remains a global leader in the technology field, with a solid core advertising business, while continuously investing in cutting-edge areas such as cloud computing, AI, and autonomous driving (Waymo). Despite facing antitrust regulatory pressures, its long-term competitiveness and cash flow are very strong.
3. ASML Holding (Lithography Equipment Giant): ASML is the only company globally capable of manufacturing high-end Extreme Ultraviolet Lithography Equipment (EUV), and is a core equipment supplier for the semiconductor industry. With the continuous growth in global chip demand, ASML's market position is unshakable.
4. Berkshire Hathaway Inc.: Under Buffett's leadership, Berkshire Hathaway is a symbol of value investing, owning a range of high-quality core assets such as Apple, insurance, and railroads. Its stable cash flow and diversified investment portfolio make it a benchmark company for low-risk, long-term growth.
1. Alibaba: In recent years, Alibaba's stock price has significantly retraced due to the domestic and international economic environment and policy influences, with a relatively low valuation. As a leading enterprise in China's e-commerce and cloud computing, its long-term growth potential remains strong, especially in the cloud computing business and international expansion.
2. Alphabet: Alphabet remains a global leader in the technology field, with a solid core advertising business, while continuously investing in cutting-edge areas such as cloud computing, AI, and autonomous driving (Waymo). Despite facing antitrust regulatory pressures, its long-term competitiveness and cash flow are very strong.
3. ASML Holding (Lithography Equipment Giant): ASML is the only company globally capable of manufacturing high-end Extreme Ultraviolet Lithography Equipment (EUV), and is a core equipment supplier for the semiconductor industry. With the continuous growth in global chip demand, ASML's market position is unshakable.
4. Berkshire Hathaway Inc.: Under Buffett's leadership, Berkshire Hathaway is a symbol of value investing, owning a range of high-quality core assets such as Apple, insurance, and railroads. Its stable cash flow and diversified investment portfolio make it a benchmark company for low-risk, long-term growth.
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$AEMULUS (0181.MY)$
1.Reversal with Volume
2.Holding well at 20MA
3.Pullback completed with strength signal
Disclaimer: This post is for informational purposes only. Always consult a financial advisor before making any investment decisions
1.Reversal with Volume
2.Holding well at 20MA
3.Pullback completed with strength signal
Disclaimer: This post is for informational purposes only. Always consult a financial advisor before making any investment decisions
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Columns The Penang Light Rail is about to be launched, and the Financial Services Group has taken the lead
(KUALA LUMPUR, 2nd) The long-awaited Penang Light Rail (LRT) project is about to commence. CIMC Securities believes that it is up to the University of Finance $GAMUDA (5398.MY)$ The leading consortium remains ahead of other bidders.
CIMC International Securities issued a report on Thursday stating that the Penang Light Rail Project is scheduled to hold a groundbreaking ceremony on January 11, and Gold Muda is still the preferred company to participate in the project.
Analysts have initially estimated that the 60% share of this RM8 billion contract will increase the number of orders to be completed by JMU by 72% in FY2025, to RM11.5 billion.
“We believe that in addition to stimulating construction-related projects, the implementation of cross-strait connections will also enhance Malaysia's resources $MRCB (1651.MY)$ The development potential of Penang Sentral (Penang Sentral).”
He stressed that with the two proposed stations along the Pearl Line put into operation, IJM $IJM (3336.MY)$ The connectivity of The Light Waterfront project, which is being developed, will improve.
In addition, the Penang Light Rail is mainly an elevated structure and is expected to benefit the piling industry - Yigang Holdings $ECONBHD (5253.MY)$ .
As for building materials vendors - Anyu Resources $ANNJOO (6556.MY)$ Its strategic position is also beneficial to its steel supply.
“Since Anyu Resources' main steel facility is located in Weibei County, Penang, only 6 km from Penang Plaza and 4 minutes by car...
CIMC International Securities issued a report on Thursday stating that the Penang Light Rail Project is scheduled to hold a groundbreaking ceremony on January 11, and Gold Muda is still the preferred company to participate in the project.
Analysts have initially estimated that the 60% share of this RM8 billion contract will increase the number of orders to be completed by JMU by 72% in FY2025, to RM11.5 billion.
“We believe that in addition to stimulating construction-related projects, the implementation of cross-strait connections will also enhance Malaysia's resources $MRCB (1651.MY)$ The development potential of Penang Sentral (Penang Sentral).”
He stressed that with the two proposed stations along the Pearl Line put into operation, IJM $IJM (3336.MY)$ The connectivity of The Light Waterfront project, which is being developed, will improve.
In addition, the Penang Light Rail is mainly an elevated structure and is expected to benefit the piling industry - Yigang Holdings $ECONBHD (5253.MY)$ .
As for building materials vendors - Anyu Resources $ANNJOO (6556.MY)$ Its strategic position is also beneficial to its steel supply.
“Since Anyu Resources' main steel facility is located in Weibei County, Penang, only 6 km from Penang Plaza and 4 minutes by car...
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