Date: September 27, 2024
Recently, Malaysian bank stocks have broadly declined, with the exception of Hong Leong Bank (HLB), while other major bank stocks have experienced varying degrees of drop. This report will explore the reasons for the downturn and the strengths of HLB.
Reasons for Market Decline
1. Continuous Net Selling by Foreign Investors:
According to recent data, foreign investors have net sold for five consecutive days, leading to a broad decline i...

1. Short-term Impact（within 1month）
Stock market is highly likely to rise
2. Medium-term Impact（within 6months）
Stock market is likely to downturn
3. Long-term Impact（1 year or more）
The stock market is expected to strengthen, but potential risks

When I think about Microsoft’s future stock performance, I consider several key factors that could influence its trajectory:
1. Financial Performance and Fundamentals
I’m seeing strong growth in Microsoft’s cloud computing segment, particularly with Azure. It’s been one of the company’s fastest-growing businesses, and based on the Q2 2024 earnings report, Azure grew over 18%. Although there’s been a slight slowdown, it’s still a major driver of revenue. With the increasing gl...