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laucsh77 Male ID: 102638232
Smart & value investor
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    $BJLAND(4219.MY)$
    1. The contribution of infrastructure to GDP
    Construction infrastructure projects significantly drive the country's GDP growth by directly increasing fixed asset investment, boosting related industries, promoting consumption, improving production efficiency, and attracting foreign investment. These projects are important engines of economic development and provide long-term economic benefits.
    2. Large infrastructure as an economic catalyst
    In times of economic downturn, large-scale infrastructure projects act as economic catalysts to stimulate economic growth, create employment, and increase consumption through large-scale investment. Infrastructure projects improve infrastructure, enhance economic competitiveness, and support long-term economic growth.
    3. Role in a booming economy
    In a period of economic prosperity, infrastructure projects consolidate and expand the foundation of economic growth, prevent economic overheating, rationally allocate resources, and maintain economic stability. Moderate infrastructure investment can help consolidate the results of economic growth and ensure sustainable economic development.
    [Summary]
    Large-scale infrastructure projects are not only an important stimulus tool during the economic downturn, but also play a consolidating and stabilizing role during the economic boom period. By improving infrastructure and promoting the development of related industries, large-scale infrastructure projects continue to promote the country's economic growth and competitiveness.
    $BJLAND(4219.MY)$
    Translated
    The impact of large-scale infrastructure projects on the Malaysian economy
    $Johor State Sector(LIST22915.MY)$
    Here are details on how the Malaysia-Singapore Special Economic Zone (SEZ) will achieve multiple growth like Shenzhen:
    Malaysia and Singapore have reached an agreement to jointly develop the Special Economic Zone (SEZ) located in Johor, which will be an important catalyst for Johor's economic growth. Johor Minister of State Onn Hafiz Ghazi said that the establishment of a special economic zone and financial zone will strengthen Johor's position as an important strategic partner of Singapore Malaysia, Singapore agree to develop Johor-Singapore SEZ | New Straits Times] (https://www.nst.com.my/news/government-public-policy/2023/10/972964/malaysia-singapore-agree-jointly-develop-johor). ...
    Translated
    https://www.nst.com.my/business/corporate/2024/08/1086526/johor-singapore-sez-may-turn-multi-growth-story-shenzhen-jp
    https://www.nst.com.my/business/corporate/2024/08/1086526/johor-singapore-sez-may-turn-multi-growth-story-shenzhen-jp
    Kia Lim - Bricklaying for the Development of Johor
    Source: RHB Research - 22 Feb 2024
    MYR1.05 FV based on 10x FY24F P/E. Kia Lim is at the forefront of capitalising on Johor's booming property market, driven by major infrastructure projects such as the Johor Bahru-Singapore Rapid Transit System (RTS) and key economic zones. It is benefiting from Johor's strong demand for  bricks, while also transitioning to higher-margin operations amidst industry consolidation, rec...
    if ur investment is over gearing u will feel fear and worry now
    Anywhere be cautions recently becoz this is crisis and it is also an opportunity.
    For me, im well prepared...this is an opportunity. good luck !
    Are u feel Fear or Happy ?
    1
    The Chinese 🇨🇳 Hong Kong 🇭🇰 stock market 📈, which bucked the trend, rose by more than 5,000 stocks, driving the Asian 🌏 stock market back to its full position.
    China 🇨🇳 and Malaysia 🇲🇾 stock market 📈 share a common destiny. Malaysian stocks must make a difference in midday trading, especially individual stocks that are strong in early trading such as:
    Translated
    China 🇨🇳 Hong Kong 🇭🇰 stock market 📈 fully counterattacked, and over 5,000 stocks bucked the trend and surged
    laucsh77 commented on
    $AME(5293.MY)$ AME looks like in distribution now
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    5293 AME waiting break out higher and higher.
    2
    Hong Leong Investment Bank Research (HLIB Research) released an outlook report on the real estate sector. The ongoing trade war between China and the US, and political conflicts between Russia and Ukraine, and Israel and Palestine have caused international manufacturers to relocate production bases to other regions to manage risk in the supply chain.
    Malaysia has benefited from a mediocre political position, attracting many multinational organizations (MNC) to set up factories. Coupled with the explosive growth of data centers this year, it has also encouraged more commercial land sales to cash out.
    “According to the current situation, industry is more attractive than residential development, and developers can enjoy higher profits and shorter construction periods.
    “Of the 8 developers we've tracked, 7 have set foot or are preparing to get involved in industrial development.”
    This is a positive market promotion. Developers can reduce their dependence on the housing market, wait for the market's supply and demand to return to balance, and then attack.
    “Actual data” analysis suggests “increase in holdings”
    Hong Leong Investment Bank studies how industrial development has become a key project for many developers through “actual data”.
    Assuming that the operator implements a project with a gross development value (GDV) of RM0.1 billion. If it is an industrial development, the net profit can reach 30% or RM30 million, while high-rise residences are only 20% or RM20 million, a gap of 50%.
    Industrial development also has a faster return on capital than high-rise housing. For example, if the industrial development project is completed in the second year, it will generate a net profit of RM30 million. If the operator invests the capital in the next new project...
    Translated
    MNC Priority Choice: AME 5239