The government is expected to focus on 4 major directions. Which stocks will be boosted by the budget?
The 2025 fiscal budget is approaching. DaZheng Securities believes that this budget will focus on restructuring the economic system, enhancing national competitiveness, and announcing new measures in 4 key directions.
These new measures include large-scale public infrastructure projects, digital economy, advanced semiconductor manufacturing, and artificial intelligence (AI) among other high-tech areas, as well as raising people's incomes and reducing the cost of living.
Following this train of thought, analysts have identified potential beneficiary sectors and companies, and provided investment strategies prior to the budget announcement.
Analysts at Da Securities pointed out that the government is expected to continue to focus on enhancing national competitiveness in the upcoming budget, attracting more investment, accelerating fiscal reform, raising the living standards of the people, and distributing wealth more evenly.
We estimate that the government will announce more details about future national growth engines in the budget, such as advanced semiconductor manufacturing, carbon capture, utilization, and storage (CCUS), green industrial parks, AI, and the corridor for the development of a new economy, as well as related new policies.
The analyst predicts that the key measures to be announced by the government in the next budget will focus on four directions.
"Firstly, the government is expected to announce details about large-scale infrastructure projects such as the MRT Line 3, Penang Light Rapid Transit (LRT), Advanced Rapid Transit for Johor and the Federal Territories (ART), the Kuala Lumpur-Singapore High-Speed Rail (HSR), as well as more details about the Johor Bahru-Singapore Economic Corridor (JSSEZ) and other corridors for the development of a new economy...

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