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Congratulations to all challengers! Moomoo's Paper Trading Challenge provides an opportunity for retail investors to learn more about in-depth market data, such as Nasdaq TotalView®, which we believe can help them to make informed and smarter investment decisions.
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Columns Banks are expected to face a downturn next year. Analysts suggest reducing shareholding of MAYBANK!
Due to limited expansion of return on equity (roe), coupled with possible interest rate cuts next year, local banks may face pressure on net interest margin. Analysts believe that the prospects of bank stocks are mediocre, especially for the leading Maybank. $MAYBANK (1155.MY)$ Cautioning investors, suggesting reducing holdings!
The latest analysis report from Malaysian investment banks suggests that the banking industry may cool down next year, with a sector rating of only 'neutral'. Maybank, with a high valuation, is likely to be the first to feel the impact, with the target price plummeting from the original 10.80 ringgit to 8.85 ringgit; the rating has also been downgraded to 'shareholding'.
The analyst stated that the reason for slashing the target price of the bank was not only due to the pressure on the return on equity, but also because the stock price of the bank was at a relatively high level compared to its book value.
In addition, the bank's operating income, compared to 6.9% in the 2024 fiscal year, is expected to drop significantly to 3% in the 2025 fiscal year, mainly due to a slowdown in funding and market income.
Therefore, in view of the various downside risks, analysts have lowered the target price and rating of Ma Bank.
Investing in banks with high roe is the strategy.
Overall, in the banking sector, analysts believe that banks with high return on equity and high liquidity will be one of the key investment focuses given the current situation.
Analysts pointed out that by the 2025 fiscal year, the return on equity (ROE) had only increased from 9.4% to 9.7%, mainly due to the core net profit of banks, expected to decrease from this year's 7% to 6....
The latest analysis report from Malaysian investment banks suggests that the banking industry may cool down next year, with a sector rating of only 'neutral'. Maybank, with a high valuation, is likely to be the first to feel the impact, with the target price plummeting from the original 10.80 ringgit to 8.85 ringgit; the rating has also been downgraded to 'shareholding'.
The analyst stated that the reason for slashing the target price of the bank was not only due to the pressure on the return on equity, but also because the stock price of the bank was at a relatively high level compared to its book value.
In addition, the bank's operating income, compared to 6.9% in the 2024 fiscal year, is expected to drop significantly to 3% in the 2025 fiscal year, mainly due to a slowdown in funding and market income.
Therefore, in view of the various downside risks, analysts have lowered the target price and rating of Ma Bank.
Investing in banks with high roe is the strategy.
Overall, in the banking sector, analysts believe that banks with high return on equity and high liquidity will be one of the key investment focuses given the current situation.
Analysts pointed out that by the 2025 fiscal year, the return on equity (ROE) had only increased from 9.4% to 9.7%, mainly due to the core net profit of banks, expected to decrease from this year's 7% to 6....
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After the dust settles from the election, how will political changes in the USA affect the Malaysian market? Let's delve into the adjustments and opportunities it brings. Stay tuned on November 13 (Wednesday) at 8 pm, when Nanyang Commercial will join moomoo guests to provide live commentary on the US presidential election situation, market reactions, dynamic tracking, and forward-looking analysis of the Malaysian market.
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特朗普重掌白宫，探亚洲马股喜忧
Nov 13 20:00
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Hi mooers! ![]()
The Federal Reserve is scheduled to hold FOMC meeting and press conference on November 7. This is crucial for the future trajectory of the U.S. and global economy.
The Commerce Department's personal consumption expenditures (PCE) price index, closely watched by the Federal Reserve, increased 0.2% month-over-month in September. Excluding food and energy, the September PCE price index rose 0.3% MoM and 2.7% YoY. O...
The Federal Reserve is scheduled to hold FOMC meeting and press conference on November 7. This is crucial for the future trajectory of the U.S. and global economy.
The Commerce Department's personal consumption expenditures (PCE) price index, closely watched by the Federal Reserve, increased 0.2% month-over-month in September. Excluding food and energy, the September PCE price index rose 0.3% MoM and 2.7% YoY. O...
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Author: toby siew
Upload coordinator: @Jungle lee
The 60th US presidential election will kick off on November 5th this year. At that time, the Republican Trump and the Democrat Harris will compete for the US presidency.
Due to its leading global position in economy, technology, and military power, coupled with the significant role of the US dollar, this election is not a domestic affair of the United States alone, but a crucial subject affecting global political and economic changes.
As for Malaysia, due to the close economic and trade ties with the United States over the years, it cannot remain indifferent and must closely monitor and consider the changes in this election, strategically positioning for opportunities and risks early.
What impact will the tight US presidential election have on Malaysia's economy? After discussions with political and economic experts, and comprehensive analysis of various data, "Nanyang Business Paper" will dissect it for readers.
The United States is Malaysia's second largest export market
Analyze the advantages and disadvantages from three perspectives.
On November 5 of this year, the United States will welcome the 60th presidential election. This election is being closely watched globally, and Malaysia is no exception.
What potential impacts will this election bring to Malaysia? What should the political and business communities as well as investors pay attention to?
As time passes, the presidential race intensifies. The representative sent by the Republican Party is the former president, Trump, who is known for his exaggerated and sharp language.
During his tenure from 2017 to early 2021, Donald Trump also occasionally communicated...
Upload coordinator: @Jungle lee
The 60th US presidential election will kick off on November 5th this year. At that time, the Republican Trump and the Democrat Harris will compete for the US presidency.
Due to its leading global position in economy, technology, and military power, coupled with the significant role of the US dollar, this election is not a domestic affair of the United States alone, but a crucial subject affecting global political and economic changes.
As for Malaysia, due to the close economic and trade ties with the United States over the years, it cannot remain indifferent and must closely monitor and consider the changes in this election, strategically positioning for opportunities and risks early.
What impact will the tight US presidential election have on Malaysia's economy? After discussions with political and economic experts, and comprehensive analysis of various data, "Nanyang Business Paper" will dissect it for readers.
The United States is Malaysia's second largest export market
Analyze the advantages and disadvantages from three perspectives.
On November 5 of this year, the United States will welcome the 60th presidential election. This election is being closely watched globally, and Malaysia is no exception.
What potential impacts will this election bring to Malaysia? What should the political and business communities as well as investors pay attention to?
As time passes, the presidential race intensifies. The representative sent by the Republican Party is the former president, Trump, who is known for his exaggerated and sharp language.
During his tenure from 2017 to early 2021, Donald Trump also occasionally communicated...
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Under the leadership of Prime Minister Datuk Seri Anwar, the prosperous and united government presented the 2025 fiscal budget case in the Lower House of Parliament yesterday (18th), indicating that the footsteps of bidding farewell to the old year and welcoming the new year are approaching.
In the highly anticipated budget case, how much economic structural reform, how much tax system revision, how many pro-people measures, how much business facilitation, let's take a look together, how much do you know about the budget case!
After an afternoon of digestion, I believe you, me, and him (her) have all settled our own thoughts, perhaps with some doubts... 🧐
This Saturday (the 19th) at 2:30 pm, three senior market experts and professor-level scholars will visit the headquarters of "Nanyang Siang Pau", let's spend an hour and a half dissecting the 2025 budget together!
#Nanyang Siang Pau #eNanyang #MoneySense #Dissecting2025Budget #SpecialLiveStreamingfromNanyang
📹 Please follow Facebook, YouTube for simultaneous live streaming
facebook live
In the highly anticipated budget case, how much economic structural reform, how much tax system revision, how many pro-people measures, how much business facilitation, let's take a look together, how much do you know about the budget case!
After an afternoon of digestion, I believe you, me, and him (her) have all settled our own thoughts, perhaps with some doubts... 🧐
This Saturday (the 19th) at 2:30 pm, three senior market experts and professor-level scholars will visit the headquarters of "Nanyang Siang Pau", let's spend an hour and a half dissecting the 2025 budget together!
#Nanyang Siang Pau #eNanyang #MoneySense #Dissecting2025Budget #SpecialLiveStreamingfromNanyang
📹 Please follow Facebook, YouTube for simultaneous live streaming
facebook live
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What topics are worth paying attention to in the budget proposal?
KPMG Malaysia believes that the Finance Minister, Datuk Seri Anwar, reading the 2025 budget proposal, demonstrates a serious determination to expand the tax base, ease national debt, and reform the economy.
PwC Malaysia tax director Sun Liansheng commented that those earning dividends of 0.1 million ringgit or more will have to pay a 2% dividend tax next year, which is a unique idea of the Chang Ming government, clearly targeting the country's wealthiest 15% cohort.
PwC Malaysia Tax Leader Soh Lian Sang commented that those earning dividends of 0.1 million ringgit or more will have to pay a 2% dividend tax next year, which is a unique idea by the Chan Ming government, clearly targeting the country's wealthiest 15% cohort.
It is called unique because this tax system cleverly avoids over 85% of the domestic cohort, protecting vulnerable groups from the burden of the new tax system.
However, Su Liansheng believes that the budget outlines more details on the carbon tax, will also introduce a sugar-sweetened beverage tax, and phase in the reform of the Sales and Service Tax (SST), all expected to bring positive benefits to the country's economic development.
However, he hopes that after the above tax system proposals are made, clear regulations and guidelines will be issued, and transition plans will be carefully arranged to ensure the effective implementation of the tax system.
Su Liansheng also welcomes the tax benefits and financial support for small and medium-sized enterprises.
In addition, relatively complex "smart logistics" tax incentives, the Johor forest city family office initiative, electric vehicle tax exemptions, etc., are all measures that he specifically praised...
KPMG Malaysia believes that the Finance Minister, Datuk Seri Anwar, reading the 2025 budget proposal, demonstrates a serious determination to expand the tax base, ease national debt, and reform the economy.
PwC Malaysia tax director Sun Liansheng commented that those earning dividends of 0.1 million ringgit or more will have to pay a 2% dividend tax next year, which is a unique idea of the Chang Ming government, clearly targeting the country's wealthiest 15% cohort.
PwC Malaysia Tax Leader Soh Lian Sang commented that those earning dividends of 0.1 million ringgit or more will have to pay a 2% dividend tax next year, which is a unique idea by the Chan Ming government, clearly targeting the country's wealthiest 15% cohort.
It is called unique because this tax system cleverly avoids over 85% of the domestic cohort, protecting vulnerable groups from the burden of the new tax system.
However, Su Liansheng believes that the budget outlines more details on the carbon tax, will also introduce a sugar-sweetened beverage tax, and phase in the reform of the Sales and Service Tax (SST), all expected to bring positive benefits to the country's economic development.
However, he hopes that after the above tax system proposals are made, clear regulations and guidelines will be issued, and transition plans will be carefully arranged to ensure the effective implementation of the tax system.
Su Liansheng also welcomes the tax benefits and financial support for small and medium-sized enterprises.
In addition, relatively complex "smart logistics" tax incentives, the Johor forest city family office initiative, electric vehicle tax exemptions, etc., are all measures that he specifically praised...
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