$TDM (2054.MY)$
1. Expand international market and trade opportunities: This will strengthen Malaysia's economic ties with emerging markets, expand export markets to BRICS countries members, especially in high-demand commodities and services sectors, such as oil, natural gas, rubbers, palm oil, and electronics products, etc.
2. Improvement of investment environment: BRICS member countries will implement more friendly investment policies and preferential policies among themselves, attracting domestic foreign direct investment (FDI) from member countries, especially in areas such as infrastructure, energy, digital economy, which can bring more opportunities for Malaysia's foreign capital introduction and economic development.
3. Promoting cooperation in infrastructure and large projects: BRICS countries frequently collaborate on infrastructure projects, and Malaysia cooperates with companies and financial institutions of BRICS countries to drive local large projects such as the Malaysia-Singapore High-Speed Rail, infrastructure construction, and energy transformation plans, enhancing Malaysia's economic vitality.
4. Financial system diversification: The "New Development Bank" (NDB) of BRICS countries and other financial cooperation mechanisms can provide diversified financing options, help Malaysia reduce its dependence on the US dollar, obtain more stable and favorable financing channels, and contribute to enhancing economic resilience against risks.
5. Technology and digital economy cooperation: BRICS countries have made significant progress in digital economy and technological innovation. With Malaysia joining, there can be technical exchanges in areas such as digital technology, datacenters, electronic manufacturing...
1. Expand international market and trade opportunities: This will strengthen Malaysia's economic ties with emerging markets, expand export markets to BRICS countries members, especially in high-demand commodities and services sectors, such as oil, natural gas, rubbers, palm oil, and electronics products, etc.
2. Improvement of investment environment: BRICS member countries will implement more friendly investment policies and preferential policies among themselves, attracting domestic foreign direct investment (FDI) from member countries, especially in areas such as infrastructure, energy, digital economy, which can bring more opportunities for Malaysia's foreign capital introduction and economic development.
3. Promoting cooperation in infrastructure and large projects: BRICS countries frequently collaborate on infrastructure projects, and Malaysia cooperates with companies and financial institutions of BRICS countries to drive local large projects such as the Malaysia-Singapore High-Speed Rail, infrastructure construction, and energy transformation plans, enhancing Malaysia's economic vitality.
4. Financial system diversification: The "New Development Bank" (NDB) of BRICS countries and other financial cooperation mechanisms can provide diversified financing options, help Malaysia reduce its dependence on the US dollar, obtain more stable and favorable financing channels, and contribute to enhancing economic resilience against risks.
5. Technology and digital economy cooperation: BRICS countries have made significant progress in digital economy and technological innovation. With Malaysia joining, there can be technical exchanges in areas such as digital technology, datacenters, electronic manufacturing...
Translated
1
$BJLAND (4219.MY)$
Congratulations, Malaysia 🇲🇾!
Funds for csi construction & engineering index projects are flowing in Malaysia 🇲🇾.
$BJLAND (4219.MY)$
Congratulations, Malaysia 🇲🇾!
Funds for csi construction & engineering index projects are flowing in Malaysia 🇲🇾.
$BJLAND (4219.MY)$
Translated
$MRCB (1651.MY)$
The Chinese stock market is performing strongly: the sse composite index, Shenzhen Component Index, and A50 Index are approaching or breaking the one-year high point, indicating that the overall performance of the Chinese stock market is good, especially the performance of the A50 has a significant impact on Malaysia's csi commodity equity index and construction stocks, as China and Malaysia have close trade relations in these areas. The rise in the Chinese market usually boosts confidence in regional markets, bullish for the Malaysian stock market.
The Hang Seng Index in Hong Kong breaks through 0.02 million points: the rise in the Hong Kong market will particularly have a positive impact on large enterprises and financial institutions in Malaysia, especially those companies closely linked to the Hong Kong market. In addition, capital flows and investment confidence between Hong Kong and Malaysia will also be boosted.
The victory of the unity government in the by-election in Marang increases market confidence in the stability of the Malaysian political situation, especially as investors have a higher risk preference in a stable political environment, thus driving the stock market upward. The strong performance of the unity government suggests that more economic policies and reform measures may be introduced in the future, which is beneficial for boosting market confidence.
China launches an intercontinental missile: although this military news has a minor direct impact on the stock market, it enhances global investors' confidence in the geopolitical stability of the Asian region, thereby helping to reduce risk premiums.
5. Strong currencies: The strength of the Malaysian Ringgit and Chinese Yuan may have a positive impact on import-dependent enterprises...
The Chinese stock market is performing strongly: the sse composite index, Shenzhen Component Index, and A50 Index are approaching or breaking the one-year high point, indicating that the overall performance of the Chinese stock market is good, especially the performance of the A50 has a significant impact on Malaysia's csi commodity equity index and construction stocks, as China and Malaysia have close trade relations in these areas. The rise in the Chinese market usually boosts confidence in regional markets, bullish for the Malaysian stock market.
The Hang Seng Index in Hong Kong breaks through 0.02 million points: the rise in the Hong Kong market will particularly have a positive impact on large enterprises and financial institutions in Malaysia, especially those companies closely linked to the Hong Kong market. In addition, capital flows and investment confidence between Hong Kong and Malaysia will also be boosted.
The victory of the unity government in the by-election in Marang increases market confidence in the stability of the Malaysian political situation, especially as investors have a higher risk preference in a stable political environment, thus driving the stock market upward. The strong performance of the unity government suggests that more economic policies and reform measures may be introduced in the future, which is beneficial for boosting market confidence.
China launches an intercontinental missile: although this military news has a minor direct impact on the stock market, it enhances global investors' confidence in the geopolitical stability of the Asian region, thereby helping to reduce risk premiums.
5. Strong currencies: The strength of the Malaysian Ringgit and Chinese Yuan may have a positive impact on import-dependent enterprises...
Translated
11
$MRCB (1651.MY)$
Policy section:
- The Federal Reserve has cut interest rates by 50 basis points, believing that the dual risks of inflation and employment have become more balanced and are no longer biased towards inflation risks.
- Powell expressed confidence in the current policy adjustment and expects this adjustment to continue to drive economic growth and resilience in the labor market.
- The Federal Reserve will continue to reduce its balance sheet, despite the fact that interest rate cuts will not affect this process.
- Members of the Federal Reserve expect there may be two more interest rate cuts this year, and four interest rate cuts in 2025, with the terminal interest rate expected to be 3.4%, lower than the previous forecast in June.
- The estimate for the long-term neutral interest rate has been raised from 2.8% to 2.9%.
Economic growth (output):
- The expected GDP growth rate for the United States in the coming years is 2%.
- The improvement in the supply chain situation supports stable economic growth, and interest rate cuts help alleviate supply chain bottlenecks.
- It is expected that stable growth will continue in the second half of 2024, close to the growth level of 2.2% in the first half of the year.
Employment and consumption:
- Consumer spending remains resilient, with the labor market cooling but still relatively strong.
- The current labor market is 'slightly less tight' than in 2019, and is no longer the main source of inflation.
- The unemployment rate is expected to rise from the current 4.2% to 4.4% by the end of 2024.
Inflation:
- The Federal Reserve maintains a 2% inflation target and expects...
Policy section:
- The Federal Reserve has cut interest rates by 50 basis points, believing that the dual risks of inflation and employment have become more balanced and are no longer biased towards inflation risks.
- Powell expressed confidence in the current policy adjustment and expects this adjustment to continue to drive economic growth and resilience in the labor market.
- The Federal Reserve will continue to reduce its balance sheet, despite the fact that interest rate cuts will not affect this process.
- Members of the Federal Reserve expect there may be two more interest rate cuts this year, and four interest rate cuts in 2025, with the terminal interest rate expected to be 3.4%, lower than the previous forecast in June.
- The estimate for the long-term neutral interest rate has been raised from 2.8% to 2.9%.
Economic growth (output):
- The expected GDP growth rate for the United States in the coming years is 2%.
- The improvement in the supply chain situation supports stable economic growth, and interest rate cuts help alleviate supply chain bottlenecks.
- It is expected that stable growth will continue in the second half of 2024, close to the growth level of 2.2% in the first half of the year.
Employment and consumption:
- Consumer spending remains resilient, with the labor market cooling but still relatively strong.
- The current labor market is 'slightly less tight' than in 2019, and is no longer the main source of inflation.
- The unemployment rate is expected to rise from the current 4.2% to 4.4% by the end of 2024.
Inflation:
- The Federal Reserve maintains a 2% inflation target and expects...
Translated
2
$BPURI (5932.MY)$
In the morning session, a large amount of buying at position 0.405, so far this position has attracted RM3,726,000,00.
Total inflow of funds is RM4,300,000,00.
It has been trading sideways for a while relying on the 200-day moving average.
In the morning session, a large amount of buying at position 0.405, so far this position has attracted RM3,726,000,00.
Total inflow of funds is RM4,300,000,00.
It has been trading sideways for a while relying on the 200-day moving average.
Translated
2
$MRCB (1651.MY)$
01. 【2024/08/26】: -66.90万
02. 【2024/08/27】: -138.42万
03. 【2024/08/28】: -83.36万
04. 【2024/08/29】: +83.21万
05. 【2024/08/30】: +267.27万
06. 【2024/09/02】: +1051.66万
07. 【2024/09/03】: +174.55万
08. 【2024/09/04】: -123.66万
09. 【2024/09/05】: -278.34万
10. 【2024/09/06】 : -62.95万
11. 【2024/09/09】 : -45.14万
12. 【2024/09/10】 : -221.16万
13. 【2024/09/11】 : -207.85万
14. 【2024/09/12】 : +302.71万
The...
01. 【2024/08/26】: -66.90万
02. 【2024/08/27】: -138.42万
03. 【2024/08/28】: -83.36万
04. 【2024/08/29】: +83.21万
05. 【2024/08/30】: +267.27万
06. 【2024/09/02】: +1051.66万
07. 【2024/09/03】: +174.55万
08. 【2024/09/04】: -123.66万
09. 【2024/09/05】: -278.34万
10. 【2024/09/06】 : -62.95万
11. 【2024/09/09】 : -45.14万
12. 【2024/09/10】 : -221.16万
13. 【2024/09/11】 : -207.85万
14. 【2024/09/12】 : +302.71万
The...
6
$FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$
1. CPI Monthly Rate (%) (Month-on-month):
- Actual Value: 0.2%, in line with expectations (0.2%), unchanged from the previous value.
- This indicates that overall inflation pressure in the USA remains stable, with no significant changes in the CPI over the past month.
2. US seasonally adjusted CPI annual rate (%) (YoY):
- Actual value: 2.5%, in line with expectations (2.5%), but lower than the previous value (2.9%).
- Indicates a slight decline in overall annual inflation rate in the US, reflecting a slowdown in price growth.
3. US Core CPI MoM (%):
- Actual: 0.3%, higher than expected (0.2%), same as previous value.
- Core CPI excludes the volatility of food and energy prices, so a higher than expected reading implies higher potential inflationary pressure, which may lead to market expectations of future monetary policy tightening.
4. US Core CPI YoY (%):
- Actual value: 3.2%, consistent with expectations, same as previous value.
- Core inflation rate remains stable, indicating that the price increase of non-food and energy commodities has not changed.
5. Unadjusted CPI index of USA (value):
...
1. CPI Monthly Rate (%) (Month-on-month):
- Actual Value: 0.2%, in line with expectations (0.2%), unchanged from the previous value.
- This indicates that overall inflation pressure in the USA remains stable, with no significant changes in the CPI over the past month.
2. US seasonally adjusted CPI annual rate (%) (YoY):
- Actual value: 2.5%, in line with expectations (2.5%), but lower than the previous value (2.9%).
- Indicates a slight decline in overall annual inflation rate in the US, reflecting a slowdown in price growth.
3. US Core CPI MoM (%):
- Actual: 0.3%, higher than expected (0.2%), same as previous value.
- Core CPI excludes the volatility of food and energy prices, so a higher than expected reading implies higher potential inflationary pressure, which may lead to market expectations of future monetary policy tightening.
4. US Core CPI YoY (%):
- Actual value: 3.2%, consistent with expectations, same as previous value.
- Core inflation rate remains stable, indicating that the price increase of non-food and energy commodities has not changed.
5. Unadjusted CPI index of USA (value):
...
Translated
3