Feng hua
reacted to
#从股至经
If you don't know HoSay, this video takes you to unlock the stock market and the economy. We will also talk about information about the following companies.
$ATECH (5302.BMS)$ $MNHLDG (0245.BMS)$ $SCGBHD (0225.BMS)$ $HEGROUP (0296.BMS)$ $GENTING (3182.BMS)$
If you don't know HoSay, this video takes you to unlock the stock market and the economy. We will also talk about information about the following companies.
$ATECH (5302.BMS)$ $MNHLDG (0245.BMS)$ $SCGBHD (0225.BMS)$ $HEGROUP (0296.BMS)$ $GENTING (3182.BMS)$
Translated
From YouTube
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Feng hua
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1. What did the Taiwan Semiconductor AGM say 2. The topic of the Malaysia datacenter is very hot
$Taiwan Semiconductor (TSM.US)$ $MNHLDG (0245.BMS)$ $SCGBHD (0225.BMS)$ $SIMEPROP (5288.BMS)$ $MAHSING (8583.BMS)$ $SUNCON (5263.BMS)$ $PWRWELL (0217.BMS)$ $VSTECS (5162.BMS)$ $SNS (0259.BMS)$ $PWRWELL (0217.BMS)$ $HEGROUP (0296.BMS)$ $PIE (7095.BMS)$
$Taiwan Semiconductor (TSM.US)$ $MNHLDG (0245.BMS)$ $SCGBHD (0225.BMS)$ $SIMEPROP (5288.BMS)$ $MAHSING (8583.BMS)$ $SUNCON (5263.BMS)$ $PWRWELL (0217.BMS)$ $VSTECS (5162.BMS)$ $SNS (0259.BMS)$ $PWRWELL (0217.BMS)$ $HEGROUP (0296.BMS)$ $PIE (7095.BMS)$
Translated
![The topic of the Malaysia datacenter is very hot](http://1500015405.vod2.myqcloud.com/c84591d5vodtranssgp1500015405/9c8eb1001253642698310361843/coverBySnapshot/coverBySnapshot_10_0.jpg)
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$FTSE Bursa Malaysia KLCI Index (.KLSE.GI)$
#绿油油
Entering June 2024, Malaysian stocks quickly recovered from the previous pullback. Mainly because after the opening of trading in May, the bad ones were liquidated, and those with good results were also recovered. Moreover, judging from the performance of 30 blue-chip stocks, the future of the index will be driven by a northern advance.
The composite index rose 11.2% in 2024. Only 5 areas performed less than the market, all with an increase of less than 10%. They are planting, industrial trusts, telecommunications media, consumer, and financial services.
Compared to FCPO's price fluctuations, the performance of planting stocks in Q1 was mixed, so the index increase temporarily came to an end. However, when the stock market is good, industrial trusts, which are defensive dividends, cannot attract much capital, and the market will be more biased towards popular and growth stocks. The consumer and telecommunications industries rose 8.1%, seeking merit but seeking nothing more.
The financial sector, due to its huge market capitalization, rose by only 8.2%, but it was the sector that drove the index to rise the most. Because before SUNWAY entered blue-chip stocks, bank stocks dominated 7 seats in the top 30, accounting for more than 40%.
The top 3 are still utilities (electricity infrastructure), construction, and industry. The energy sector, which had previously broken into the top 3, fell to 6th place because the market feared that oil prices would fall due to weak oil demand. Transportation and logistics due to the increase in freight rates over the past 2 months, plus Malaysian port students...
#绿油油
Entering June 2024, Malaysian stocks quickly recovered from the previous pullback. Mainly because after the opening of trading in May, the bad ones were liquidated, and those with good results were also recovered. Moreover, judging from the performance of 30 blue-chip stocks, the future of the index will be driven by a northern advance.
The composite index rose 11.2% in 2024. Only 5 areas performed less than the market, all with an increase of less than 10%. They are planting, industrial trusts, telecommunications media, consumer, and financial services.
Compared to FCPO's price fluctuations, the performance of planting stocks in Q1 was mixed, so the index increase temporarily came to an end. However, when the stock market is good, industrial trusts, which are defensive dividends, cannot attract much capital, and the market will be more biased towards popular and growth stocks. The consumer and telecommunications industries rose 8.1%, seeking merit but seeking nothing more.
The financial sector, due to its huge market capitalization, rose by only 8.2%, but it was the sector that drove the index to rise the most. Because before SUNWAY entered blue-chip stocks, bank stocks dominated 7 seats in the top 30, accounting for more than 40%.
The top 3 are still utilities (electricity infrastructure), construction, and industry. The energy sector, which had previously broken into the top 3, fell to 6th place because the market feared that oil prices would fall due to weak oil demand. Transportation and logistics due to the increase in freight rates over the past 2 months, plus Malaysian port students...
Translated
![13 Major Sectors Vs KLCI Composite Index](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20240609/23e6f30bcf9bfc34131df22a6ec0d60f.jpg/thumb?area=104&is_public=true)
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Feng hua
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$FTSE Bursa Malaysia KLCI Index (.KLSE.GI)$
It has been 4 and a half years since the outbreak of the epidemic. Let's review the trends of the 13 major Malaysian stock sectors in the past:
2020:4 up 9 down
2021:4 up 9 down
2022:6 up 7 down
2023:7 up 6 down
2024:12 up 1 down
This year's good weather is because it used to be really bad, but now it's a matter of suffering. The planting sector was still rising slightly in the first few weeks, but this year's three major blue-chip planters KLK, IOICORP, and SDG all fell by 3-7%, and the index was eventually dragged down by 0.4%.
There are 1,032 Malaysian listed companies, and the number of rising stocks is close to 600, which means that close to 60% of stocks have risen. The past two years have been quite difficult to operate against the trend. In 2024, the data center really boosted the entire Malaysian stock market. With the blessing of heaven and time, location, and people, the chances of making money this year have increased dramatically.
The construction company contracted a data center construction contract, sold electricity to the data center and YTLPOWR operated the data center, and sold the industrial land to the data center. Finally, it was the technology sector's turn to benefit a little from AI. The 4 sectors with the biggest gains in the first half of the year were all directly or directly related to DC and AI.
The capital of this year's market is relatively abundant compared to before the pandemic (2020 special situation, national equity investors), and local funds are also very strong. The author's portfolio for the first half of the year was very full...
It has been 4 and a half years since the outbreak of the epidemic. Let's review the trends of the 13 major Malaysian stock sectors in the past:
2020:4 up 9 down
2021:4 up 9 down
2022:6 up 7 down
2023:7 up 6 down
2024:12 up 1 down
This year's good weather is because it used to be really bad, but now it's a matter of suffering. The planting sector was still rising slightly in the first few weeks, but this year's three major blue-chip planters KLK, IOICORP, and SDG all fell by 3-7%, and the index was eventually dragged down by 0.4%.
There are 1,032 Malaysian listed companies, and the number of rising stocks is close to 600, which means that close to 60% of stocks have risen. The past two years have been quite difficult to operate against the trend. In 2024, the data center really boosted the entire Malaysian stock market. With the blessing of heaven and time, location, and people, the chances of making money this year have increased dramatically.
The construction company contracted a data center construction contract, sold electricity to the data center and YTLPOWR operated the data center, and sold the industrial land to the data center. Finally, it was the technology sector's turn to benefit a little from AI. The 4 sectors with the biggest gains in the first half of the year were all directly or directly related to DC and AI.
The capital of this year's market is relatively abundant compared to before the pandemic (2020 special situation, national equity investors), and local funds are also very strong. The author's portfolio for the first half of the year was very full...
Translated
![Summarize Malaysian stocks in the first half of 2024](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20240630/c8ae46ab5bf3abe3c8adb85e585fa3d7.jpg/thumb?area=104&is_public=true)
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A RM199 mil contract was obtained on May 27, good performance was achieved on the 28th, and an RM111.98 mil contract was issued on June 4. Five contracts with a total value of RM1,054 mil were obtained within two months from April 8 to June 4, which was simply open.
With the current contract, it will really be busy until the end of 2026. The company has an excellent operating record since its listing, and is expected to continue to grow steadily in the next few years.
$INTA (0192.BMS)$
With the current contract, it will really be busy until the end of 2026. The company has an excellent operating record since its listing, and is expected to continue to grow steadily in the next few years.
$INTA (0192.BMS)$
Translated
![INTA launched - RM1,054 mil contract awarded in more than two months](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20240604/3a720f42f6204ee0943489cfe8fd93ce.jpg/thumb?area=104&is_public=true)
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Feng hua
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#感恩马股的回馈
#在对的时候还呆在股市
Over the past week, I've spent a lot of time reading the financial reports of different companies, and I'm also compiling some data on Malaysian stocks. After a busy few weeks, the 24Q1 quarterly summary has finally come to an end, so you can slow down 👣 adjustments.
In the past, one month was rarely summed up, but May, when the 2024 Ninth National Games began, was really a month that needed to be recorded. Because this May was really crazy, it also gave some rewards to the shareholders who had been waiting for a long time in Malaysian stocks. Over the past 5 months, the index has experienced 4 significant pullbacks.
$FTSE Bursa Malaysia KLCI Index (.KLSE.GI)$
The first was the limit down storm in January. After the pullback, the index sprinted close to 80 points from the bottom. Due to the increase quite a bit, the February earnings season began to be liquidated, but there was not much of a pullback.
The third pullback was the conflict between Israel and Iran in April. At that time, the index pulled back less than 2%, but many small and medium stocks pulled back by 10-20%. After the bottom was formed on April 16, the index rose close to 100 points over a month later, breaking through a 3-year high.
This wave of rising tide covered blue-chip stocks to small and medium-sized stocks, and Malaysian stocks ushered in an all-round rise 📈. Despite the correction that has been in the past week or so, all 13 major sectors in Malaysia have risen, and there has been no decline. This is a scene I haven't seen in the past 10 years, and it also keeps me stuck in Malaysian stocks...
#在对的时候还呆在股市
Over the past week, I've spent a lot of time reading the financial reports of different companies, and I'm also compiling some data on Malaysian stocks. After a busy few weeks, the 24Q1 quarterly summary has finally come to an end, so you can slow down 👣 adjustments.
In the past, one month was rarely summed up, but May, when the 2024 Ninth National Games began, was really a month that needed to be recorded. Because this May was really crazy, it also gave some rewards to the shareholders who had been waiting for a long time in Malaysian stocks. Over the past 5 months, the index has experienced 4 significant pullbacks.
$FTSE Bursa Malaysia KLCI Index (.KLSE.GI)$
The first was the limit down storm in January. After the pullback, the index sprinted close to 80 points from the bottom. Due to the increase quite a bit, the February earnings season began to be liquidated, but there was not much of a pullback.
The third pullback was the conflict between Israel and Iran in April. At that time, the index pulled back less than 2%, but many small and medium stocks pulled back by 10-20%. After the bottom was formed on April 16, the index rose close to 100 points over a month later, breaking through a 3-year high.
This wave of rising tide covered blue-chip stocks to small and medium-sized stocks, and Malaysian stocks ushered in an all-round rise 📈. Despite the correction that has been in the past week or so, all 13 major sectors in Malaysia have risen, and there has been no decline. This is a scene I haven't seen in the past 10 years, and it also keeps me stuck in Malaysian stocks...
Translated
![Summary of BURSA Malaysian stocks in May](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20240603/f323cf18edbe7f19bff5bec73ddc7022.jpg/thumb?area=104&is_public=true)
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Columns How long can Age of Discovery 2 go? Let's take a look at what Taiwan's Changrong and Wan Hai say.
Beginning in April, freight rates for European and American routes began to rise, and China's transportation sector began to move somewhat. In May, Taiwan Container Sanxiong's stock price can rise 30-50% in a single month, and the rise in freight charges continues to rise.
The above chart shows the outlook of Evergreen and Wanhai Shipping management. The shortage of capacity in May was more delayed than in April. Moreover, the increase in demand for European and American routes has also driven Asian routes. This era of navigation has also burnt into Asia, including of course Malaysia 🇲🇾.
Among Malaysia's shipping businesses, HARBOUR and SYGROUP both broke through 1-year highs on May 27. Furthermore, the stock prices of FM and TASCO, two transportation-related stocks also broke through 1-year highs last week.
On May 28, HARBOUR results were released. The turnover grew by 17.4% year on year. Although net profit fell by 34.9% year over year, it was mainly due to the year-on-year decline in freight rates, but volume increased. However, the company's net profit QOQ grew by 39%, and the next quarter is expected to be even better.
The business of all divisions of the company is very positive, and the company will spend RM100 mil to buy two shipping container ships in May and June to replace the old ships. What is most rare is that when it comes to the end of the company's outlook, it is rare to be so optimistic when it comes to striving for a better tomorrow.
The company's cash reached a record high, so RM100 mil CAPEX was completely unburdened to buy a ship.
$HARBOUR (2062.BMS)$
...
The above chart shows the outlook of Evergreen and Wanhai Shipping management. The shortage of capacity in May was more delayed than in April. Moreover, the increase in demand for European and American routes has also driven Asian routes. This era of navigation has also burnt into Asia, including of course Malaysia 🇲🇾.
Among Malaysia's shipping businesses, HARBOUR and SYGROUP both broke through 1-year highs on May 27. Furthermore, the stock prices of FM and TASCO, two transportation-related stocks also broke through 1-year highs last week.
On May 28, HARBOUR results were released. The turnover grew by 17.4% year on year. Although net profit fell by 34.9% year over year, it was mainly due to the year-on-year decline in freight rates, but volume increased. However, the company's net profit QOQ grew by 39%, and the next quarter is expected to be even better.
The business of all divisions of the company is very positive, and the company will spend RM100 mil to buy two shipping container ships in May and June to replace the old ships. What is most rare is that when it comes to the end of the company's outlook, it is rare to be so optimistic when it comes to striving for a better tomorrow.
The company's cash reached a record high, so RM100 mil CAPEX was completely unburdened to buy a ship.
$HARBOUR (2062.BMS)$
...
Translated
![How long can Age of Discovery 2 go? Let's take a look at what Taiwan's Changrong and Wan Hai say.](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20240602/5681b500f45d59a5e9d0eb64d5685696.jpg?area=104&is_public=true)
![How long can Age of Discovery 2 go? Let's take a look at what Taiwan's Changrong and Wan Hai say.](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20240602/7c1d08f19a07b31caa98ee6eca42046a.jpg/thumb?area=104&is_public=true)
![How long can Age of Discovery 2 go? Let's take a look at what Taiwan's Changrong and Wan Hai say.](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20240602/0974e6c0e20ba9f143af6619cd843616.jpg?area=104&is_public=true)
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Columns MRDIY- FY24Q1 performed brilliantly, rising 22.6% in 3 weeks to defend the blue chip market's place!
As the saying goes, we can't earn wealth beyond our perception. At the beginning of MRDIY during the PRE IPO period, the moderators were not that optimistic. I think it's not easy for a company to continue to grow at such a large scale. As a result, the performance will talk about it, and I'm punched in the face!
The company's growth over the past 5 years has continued to maintain dual growth. The main thing is that the company continues to open new stores and has done a good job in cost control. As the scale increases, MRDIY has greater bargaining power, and the net profit margin reached 12.9% in 2023 is very impressive.
$MRDIY (5296.BMS)$
The company had grown to 1,255 stores by the end of 2023, and 175 new stores were opened in 2023. More than 90%, or 1,159, are MR.DIY, and the rest are MR.TOY, MR. DOLLAR, etc.
Since May is an evaluation month for blue-chip stocks every six months, blue-chip stocks with a market capitalization falling to 33 will be replaced by new stocks, so there is a good chance that SUNWAY will be listed in this round. On April 19, there was a reversal after the company's stock price fell to RM1.46. In the past, it had been rising for 6 days, rising 📈 22.6% in 3 weeks. The market capitalization soared RM13.8 billion to RM16.9 billion, and soared RM3.1 billion to maintain the status of the top 30 blue-chip stocks. This is the so-called battle to defend the top 30 blue-chip stocks.
It may be a coincidence,...
The company's growth over the past 5 years has continued to maintain dual growth. The main thing is that the company continues to open new stores and has done a good job in cost control. As the scale increases, MRDIY has greater bargaining power, and the net profit margin reached 12.9% in 2023 is very impressive.
$MRDIY (5296.BMS)$
The company had grown to 1,255 stores by the end of 2023, and 175 new stores were opened in 2023. More than 90%, or 1,159, are MR.DIY, and the rest are MR.TOY, MR. DOLLAR, etc.
Since May is an evaluation month for blue-chip stocks every six months, blue-chip stocks with a market capitalization falling to 33 will be replaced by new stocks, so there is a good chance that SUNWAY will be listed in this round. On April 19, there was a reversal after the company's stock price fell to RM1.46. In the past, it had been rising for 6 days, rising 📈 22.6% in 3 weeks. The market capitalization soared RM13.8 billion to RM16.9 billion, and soared RM3.1 billion to maintain the status of the top 30 blue-chip stocks. This is the so-called battle to defend the top 30 blue-chip stocks.
It may be a coincidence,...
Translated
![MRDIY- FY24Q1 performed brilliantly, rising 22.6% in 3 weeks to defend the blue chip market's place!](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20240510/79f8874050095b2f63796260e8f77a78.jpg/thumb?area=104&is_public=true)
![MRDIY- FY24Q1 performed brilliantly, rising 22.6% in 3 weeks to defend the blue chip market's place!](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20240510/067e05fec4bf6a70990325e9aa49ac4e.jpg/thumb?area=104&is_public=true)
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