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It is the “main artery” of 5G data centers, and Malaysia Telecom can win alone if it has optical fiber
(Kuala Lumpur, 24th) Optical fiber is the “aorta” of 5G and digital centers. Market participants believe that regardless of the risks involved, Malaysia Telecom (TM, 4863, Main Board Trade Services) can profit from it, so they give it a separate “buy” rating.
Research analysts at Hong Leong Investment Bank pointed out that in fact, the telecommunications sector index only rose 5% in the first half of this year, and its performance was far less than the 9% increase in the Malaysian Fushilong Composite Index. It was mainly dragged down by various downside factors, including insufficient dividend distribution and uncertainty about the 5G regulatory mechanism.
Despite this, analysts are still optimistic about the performance of the relevant sector in the second half of this year, mainly because no matter how the political trend evolves and whether a single wholesale network (SWN) or dual wholesale network model (DWN) is used, it will not be possible to prevent the launch of 5G.
In the first phase of SWN, Malaysia's 5G Special Use Company (SPV) - National Digital Corporation (DNB), as entity A, successfully achieved 80% 5G population coverage last year.
Also, as of June 1, apart from Malaysia Telecom, which is still awaiting shareholder notions, all four other telecom giants have completed share subscription agreements.
After signing, in addition to meeting the financial requirements of the DNB, telecommunications giants also formulated a series of policies and strategies to carry out the transition plan.
Analysts are optimistic that Entity B's 5G network will be better and more cost-effective, plus it can utilize existing...
(Kuala Lumpur, 24th) Optical fiber is the “aorta” of 5G and digital centers. Market participants believe that regardless of the risks involved, Malaysia Telecom (TM, 4863, Main Board Trade Services) can profit from it, so they give it a separate “buy” rating.
Research analysts at Hong Leong Investment Bank pointed out that in fact, the telecommunications sector index only rose 5% in the first half of this year, and its performance was far less than the 9% increase in the Malaysian Fushilong Composite Index. It was mainly dragged down by various downside factors, including insufficient dividend distribution and uncertainty about the 5G regulatory mechanism.
Despite this, analysts are still optimistic about the performance of the relevant sector in the second half of this year, mainly because no matter how the political trend evolves and whether a single wholesale network (SWN) or dual wholesale network model (DWN) is used, it will not be possible to prevent the launch of 5G.
In the first phase of SWN, Malaysia's 5G Special Use Company (SPV) - National Digital Corporation (DNB), as entity A, successfully achieved 80% 5G population coverage last year.
Also, as of June 1, apart from Malaysia Telecom, which is still awaiting shareholder notions, all four other telecom giants have completed share subscription agreements.
After signing, in addition to meeting the financial requirements of the DNB, telecommunications giants also formulated a series of policies and strategies to carry out the transition plan.
Analysts are optimistic that Entity B's 5G network will be better and more cost-effective, plus it can utilize existing...
Translated
![It is the “main artery” of 5G data centers, and Malaysia Telecom has optical fiber to win alone](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240724/c9cdc8902454d470154f6c43a5546699.jpg/thumb?area=104&is_public=true)
![It is the “main artery” of 5G data centers, and Malaysia Telecom has optical fiber to win alone](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240724/e70605d117cbac355b248d67f9a46cc8.jpg/thumb?area=104&is_public=true)
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$Advanced Micro Devices(AMD.US$ all us stock this morning see like drops more all sell lost abit better than loss more ..mean while go for dividend stock..if drop till very low can slowly buy back abit by abit
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Have you ever been to KKV in Bukit Bintang? Listen to the 5 floors inside, over 0.02 million SKUs, and lots of novel, cute, and exquisite little items, which are very nice and fun.
Turns out $MRDIY(5296.MY$ It's K KV's operator
Needless to say, I was shocked by JP Morgan's investigation. It turned out that MR DIY held 49% of KKV Supply Chain Private Limited's shares.
After reading it, I can only think that this wave of market segmentation is amazing. After Mr. DIY kept the B40 basic market, he expanded upstream to the M40 basic market. KKV is the benchmark for MINISO's fine lifestyle market in China.
Entered the 75 billion market
“Furthermore, we believe that the size of the Malaysian offline non-grocery retail market can reach the size of RM75 billion, which is equivalent to half of the non-grocery retail market. Currently, ordinary retail stores only account for 20% of the fine lifestyle retail market.”
Analysts also believe that the current model can make good use of Mr. DIY's supply chain, geographical network, and operating capacity to achieve growth.
KKV currently has 3 stores in Malaysia. Apart from 1 in Bukit Bintang, the other 2 are in Penang.
According to LinkedIn recruitment, in the second half of 2024, KKV will also gradually expand 6 stores. Among them, 2 new stores will be opened in the Xuelong region, and 1 new each in Penang, Melaka, and Johor.
Boosting net profit by 6%
Analysts are looking at KKV doors by opening 100 houses...
Turns out $MRDIY(5296.MY$ It's K KV's operator
Needless to say, I was shocked by JP Morgan's investigation. It turned out that MR DIY held 49% of KKV Supply Chain Private Limited's shares.
After reading it, I can only think that this wave of market segmentation is amazing. After Mr. DIY kept the B40 basic market, he expanded upstream to the M40 basic market. KKV is the benchmark for MINISO's fine lifestyle market in China.
Entered the 75 billion market
“Furthermore, we believe that the size of the Malaysian offline non-grocery retail market can reach the size of RM75 billion, which is equivalent to half of the non-grocery retail market. Currently, ordinary retail stores only account for 20% of the fine lifestyle retail market.”
Analysts also believe that the current model can make good use of Mr. DIY's supply chain, geographical network, and operating capacity to achieve growth.
KKV currently has 3 stores in Malaysia. Apart from 1 in Bukit Bintang, the other 2 are in Penang.
According to LinkedIn recruitment, in the second half of 2024, KKV will also gradually expand 6 stores. Among them, 2 new stores will be opened in the Xuelong region, and 1 new each in Penang, Melaka, and Johor.
Boosting net profit by 6%
Analysts are looking at KKV doors by opening 100 houses...
Translated
![KKV was originally run by MR DIY!](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240723/d23bbae575f9cf2dc019414bec61bf15.jpg/thumb?area=104&is_public=true)
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Welcome to Langjian Trading Co., Ltd.:
The disruption in the global tech industry on Friday led to a decline in the stock market. The S&P 500 Index and the Nasdaq Composite Index fell by nearly 2% and 3.5%, respectively, while the Dow Jones Industrial Average rose by about 0.7%. This week's key economic growth and inflation data, as well as earnings reports from big tech companies, will determine whether the market slump will continue. The economy is expected to grow at an annualized rate of 1.9% in the second quarter, and the core PCE increased 2.5% year-on-year in June. Recently, there has been significant market rotation, with outstanding performance in the real estate and financial sectors, and small-cap stocks have rebounded. The earnings reports of Tesla and Google will be the focus, and whether the rise driven by artificial intelligence will continue to attract attention.
The market pulled back last week, and S&P's highs fell quite a bit, and several leading technology stocks also retreated sharply. So can they break the bottom now? Can the market stabilize? Check out today's video:
The disruption in the global tech industry on Friday led to a decline in the stock market. The S&P 500 Index and the Nasdaq Composite Index fell by nearly 2% and 3.5%, respectively, while the Dow Jones Industrial Average rose by about 0.7%. This week's key economic growth and inflation data, as well as earnings reports from big tech companies, will determine whether the market slump will continue. The economy is expected to grow at an annualized rate of 1.9% in the second quarter, and the core PCE increased 2.5% year-on-year in June. Recently, there has been significant market rotation, with outstanding performance in the real estate and financial sectors, and small-cap stocks have rebounded. The earnings reports of Tesla and Google will be the focus, and whether the rise driven by artificial intelligence will continue to attract attention.
The market pulled back last week, and S&P's highs fell quite a bit, and several leading technology stocks also retreated sharply. So can they break the bottom now? Can the market stabilize? Check out today's video:
Translated
From YouTube
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when people ask me TSM rebounding, you still holding? this is the result ✅
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/102823905/20240721/44dc03b634ccfacc411b8e47d8a88c83.jpg/thumb?area=101&is_public=true)
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