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Another major international investment bank is optimistic about the prospects of China's stock market. Japan's Nomura Securities believes that investors should reduce their holdings of Chinese stocks and invest in the Malaysian and Indonesian stock markets instead.
According to a recent report by analysts at Nomura Securities, including Chetansett and others, the Malaysian and Indonesian stock markets are expected to benefit from the accelerated trend of US interest rate cuts, which is one of the reasons why the two countries' stock market ratings were upgraded from “neutral” to “increase in holdings.”
Nomura Securities also downgraded the MSCI China Index (MSCI China) rating from “increase in holdings” to “neutral.”
“Now is the time to enter the ASEAN stock market in a big way. In a scenario where the Federal Reserve is about to cut interest rates and investors are rekindling buying and selling in emerging markets, investing in the Indonesian stock market is probably the best bet.”
Last week, Federal Reserve Chairman Powell issued a clear signal to the outside world that interest rates will be cut starting in September.
Bloomberg pointed out that before Nomura Securities upgraded the Malaysian and Indonesian stock market ratings, foreign interest in the two countries' stock markets had already risen, and foreign capital inflows were recorded for two consecutive months.
“Investors have reason to take Nomura Securities reviews seriously. In December of last year, they raised Taiwan's stock market, and the Taiwan Weighted Index has risen 25% this year. The MSCI Asia Pacific Index rose 9.8% during the same period.”
Prior to Nomura Securities, there were actually quite a few internationally renowned investment banks or financial media, including J.P. Morgan Chase, Goldman Sachs, and Forbes, which were optimistic about the prospects of the Malaysian market.
$FTSE Taiwan50 Index (.FTTW50.GI)$
...
According to a recent report by analysts at Nomura Securities, including Chetansett and others, the Malaysian and Indonesian stock markets are expected to benefit from the accelerated trend of US interest rate cuts, which is one of the reasons why the two countries' stock market ratings were upgraded from “neutral” to “increase in holdings.”
Nomura Securities also downgraded the MSCI China Index (MSCI China) rating from “increase in holdings” to “neutral.”
“Now is the time to enter the ASEAN stock market in a big way. In a scenario where the Federal Reserve is about to cut interest rates and investors are rekindling buying and selling in emerging markets, investing in the Indonesian stock market is probably the best bet.”
Last week, Federal Reserve Chairman Powell issued a clear signal to the outside world that interest rates will be cut starting in September.
Bloomberg pointed out that before Nomura Securities upgraded the Malaysian and Indonesian stock market ratings, foreign interest in the two countries' stock markets had already risen, and foreign capital inflows were recorded for two consecutive months.
“Investors have reason to take Nomura Securities reviews seriously. In December of last year, they raised Taiwan's stock market, and the Taiwan Weighted Index has risen 25% this year. The MSCI Asia Pacific Index rose 9.8% during the same period.”
Prior to Nomura Securities, there were actually quite a few internationally renowned investment banks or financial media, including J.P. Morgan Chase, Goldman Sachs, and Forbes, which were optimistic about the prospects of the Malaysian market.
$FTSE Taiwan50 Index (.FTTW50.GI)$
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[Interview with Digital Minister Gobin Xing]
Exclusive Report: Lim Siew Fung (Lim Siew Fung)
Technological improvements have mitigated the problem of “drinking water and electricity” in data centers. The government is focusing on improving infrastructure development in industrial zones and exploring the installation of built-in data centers in commercial buildings to encourage the widespread adoption of cutting-edge technology in the industrial and commercial sector, thereby effectively unleashing the economic value of 5G.
The data center is described as a “drinking water and electricity monster” due to its huge consumption of water and electricity, which in turn has drawn public attention to its management, water and electricity supply, and sustainable operation.
Digital Minister Gobin Star accepts”Nanyang Siang Pao》In an exclusive interview, it was pointed out that with the development of technology, the operating efficiency of data centers is also improving. The latest chips not only have better performance, but the facilities are also equipped with cooling functions, thereby reducing the consumption of water and electricity.
A recent science and technology delegation from Shenzhen, China recommended a small data center to the Ministry of Digital Affairs during an exchange visit to Malaysia. Gobbin Star indicates that the facility has built-in functions in the building, is easy to install and affordable, and is easy to upgrade and migrate. Most importantly, it consumes less water and electricity.
He said bluntly that 5G facilities support data centers to drive industry and commerce to increase production capacity, yet China currently lacks data center systems built into buildings. If this system is promoted, it will help expand the application of 5G in industry and commerce, especially to promote the adoption of cutting-edge technology by micro, small and medium-sized enterprises to increase production capacity.
Gobin Star: Meeting the needs of various industries
Discuss data center performance
Digital Minister Gobbin Star emphasized that construction of data centers is accelerating...
Exclusive Report: Lim Siew Fung (Lim Siew Fung)
Technological improvements have mitigated the problem of “drinking water and electricity” in data centers. The government is focusing on improving infrastructure development in industrial zones and exploring the installation of built-in data centers in commercial buildings to encourage the widespread adoption of cutting-edge technology in the industrial and commercial sector, thereby effectively unleashing the economic value of 5G.
The data center is described as a “drinking water and electricity monster” due to its huge consumption of water and electricity, which in turn has drawn public attention to its management, water and electricity supply, and sustainable operation.
Digital Minister Gobin Star accepts”Nanyang Siang Pao》In an exclusive interview, it was pointed out that with the development of technology, the operating efficiency of data centers is also improving. The latest chips not only have better performance, but the facilities are also equipped with cooling functions, thereby reducing the consumption of water and electricity.
A recent science and technology delegation from Shenzhen, China recommended a small data center to the Ministry of Digital Affairs during an exchange visit to Malaysia. Gobbin Star indicates that the facility has built-in functions in the building, is easy to install and affordable, and is easy to upgrade and migrate. Most importantly, it consumes less water and electricity.
He said bluntly that 5G facilities support data centers to drive industry and commerce to increase production capacity, yet China currently lacks data center systems built into buildings. If this system is promoted, it will help expand the application of 5G in industry and commerce, especially to promote the adoption of cutting-edge technology by micro, small and medium-sized enterprises to increase production capacity.
Gobin Star: Meeting the needs of various industries
Discuss data center performance
Digital Minister Gobbin Star emphasized that construction of data centers is accelerating...
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Financial ecosystem changes · low commissions grab customers to buy stocks on mobile and easily trade
EXCLUSIVE REPORT: @Jungle lee
The new era of mobile stock buying is reshaping the market with disruptive charging models.
In the stock trading market, traditional platforms are quite expensive. Currently, they are gradually being replaced by a new model with low or even zero fees. This not only lowers the investment threshold, but also attracts more novice investors to join.
Global investment platforms have sprung up, providing unprecedented investment opportunities. Whether in the stock market or other financial products, investors can trade anytime, anywhere.
Moreover, the financial ecosystem focuses on seamless connectivity, which also greatly changes investment behavior and habits.
Readers are invited to follow in the footsteps of “Nanyang Siang Pao” to discuss how to provide convenience in the new era, and how to choose among the many offers?
A major technological revolution, a revolution in trading
Stock buying platform competition
In recent years, with the rapid changes in technology, mobile stock buying platforms have also rapidly risen, changing the traditional stock trading model.
These platforms are not only convenient and quick, but also attract a large number of investors with their unique features and benefits.
It is worth noting that this is not only a major technological revolution, but also a revolution in financial transactions, because in the age of information explosion, mastering more financial knowledge has become one of the key factors for investors to achieve success.
“Nanyang Siang Pao” will use this to discuss, analyze and compare several emerging platforms — Rakuten Trade (Rakuten Trade) $Rakuten Group (4755.JP)$ , Malaysian Moomoo...
EXCLUSIVE REPORT: @Jungle lee
The new era of mobile stock buying is reshaping the market with disruptive charging models.
In the stock trading market, traditional platforms are quite expensive. Currently, they are gradually being replaced by a new model with low or even zero fees. This not only lowers the investment threshold, but also attracts more novice investors to join.
Global investment platforms have sprung up, providing unprecedented investment opportunities. Whether in the stock market or other financial products, investors can trade anytime, anywhere.
Moreover, the financial ecosystem focuses on seamless connectivity, which also greatly changes investment behavior and habits.
Readers are invited to follow in the footsteps of “Nanyang Siang Pao” to discuss how to provide convenience in the new era, and how to choose among the many offers?
A major technological revolution, a revolution in trading
Stock buying platform competition
In recent years, with the rapid changes in technology, mobile stock buying platforms have also rapidly risen, changing the traditional stock trading model.
These platforms are not only convenient and quick, but also attract a large number of investors with their unique features and benefits.
It is worth noting that this is not only a major technological revolution, but also a revolution in financial transactions, because in the age of information explosion, mastering more financial knowledge has become one of the key factors for investors to achieve success.
“Nanyang Siang Pao” will use this to discuss, analyze and compare several emerging platforms — Rakuten Trade (Rakuten Trade) $Rakuten Group (4755.JP)$ , Malaysian Moomoo...
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99 Speed Mart Retail Holdings Berhad, the largest Malaysian home-grown mini-market chain retailer is set to debut on the MAIN Market under the Consumer Products & Services sector on 9 September 2024. More insights at https://bit.ly/99speedmartipo
#BursaDigitalResearch #IPOAlert
#BursaDigitalResearch #IPOAlert
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As the World Health Organization listed the monkeypox outbreak as a public health emergency of international concern, Malaysian Glove stock prices continued to rise sharply today.
Among them, top gloves $TOPGLOV (7113.BMS)$ The price rose sharply. At one point, it soared 8.4% to RM1.03. The trading volume directly exceeded 100 million, ranking first among the most popular stocks in the market.
Also, He Tejia $HARTA (5168.BMS)$ and high-yield manufacturing industry $KOSSAN (7153.BMS)$ It was also high, rising 6.3% and 7% respectively at one point.
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👇🏻 Interpolate the stock price trends of the above 3 glove companies 👇🏻
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Dahua Jixian Research pointed out in the report that as soon as the WHO news came out, trading sentiment in the Malaysian glove industry increased because if monkeypox escalates into a worrying outbreak, demand for medical products may surge.
Furthermore, analysts also believe that the current valuation of glove stocks is at a relatively attractive level. Even without considering monkeypox, from a fundamental point of view alone, the industry still has considerable room for growth.
As a result, analysts maintained a “strategic gain” rating for the glove sector, and at the same time gave a “buy” rating to the top gloves, Hetejia, and high-yield footwear industries.
The World Health Organization first listed monkeypox as a public health emergency of international concern on July 23, 2022, and withdrawn it on May 11, 2023, until August 14 this year when it was announced that it was included again.
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[Compiled by Reporter] Yang Huiping
【...
Among them, top gloves $TOPGLOV (7113.BMS)$ The price rose sharply. At one point, it soared 8.4% to RM1.03. The trading volume directly exceeded 100 million, ranking first among the most popular stocks in the market.
Also, He Tejia $HARTA (5168.BMS)$ and high-yield manufacturing industry $KOSSAN (7153.BMS)$ It was also high, rising 6.3% and 7% respectively at one point.
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👇🏻 Interpolate the stock price trends of the above 3 glove companies 👇🏻
–––
Dahua Jixian Research pointed out in the report that as soon as the WHO news came out, trading sentiment in the Malaysian glove industry increased because if monkeypox escalates into a worrying outbreak, demand for medical products may surge.
Furthermore, analysts also believe that the current valuation of glove stocks is at a relatively attractive level. Even without considering monkeypox, from a fundamental point of view alone, the industry still has considerable room for growth.
As a result, analysts maintained a “strategic gain” rating for the glove sector, and at the same time gave a “buy” rating to the top gloves, Hetejia, and high-yield footwear industries.
The World Health Organization first listed monkeypox as a public health emergency of international concern on July 23, 2022, and withdrawn it on May 11, 2023, until August 14 this year when it was announced that it was included again.
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[Compiled by Reporter] Yang Huiping
【...
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The market predicts that it is expected to “break 5” this year
The National Bank released gross domestic product (GDP) last Friday. China's 2024 quarter annual increase was 5.9%, setting the strongest record since the end of 2022. This has caused economists to raise China's economic forecasts for this year, which is estimated to generate growth of more than 5%.
Among them, UOB economists believe that China's economic growth can reach 5.4% this year.
In its latest report, the bank believes that the rebound in the global technology cycle, the recovery of the tourism industry, continued targeted cash subsidies, and the effectiveness of government investment measures may also push the government to revise the current 4% to 5% economic growth forecast.
CIMB also raised China's economic growth forecast for this year from 4.9% to 5.2%.
Although Societe Generale's forecast is more “conservative,” it is also 5.0%.
Focus on risk and motivation
In any case, economists agree with the Bank of China and believe that there are downside risks in China's economic prospects.
Among them, the Changming government implemented targeted fuel subsidy policies, which had an overly profound impact and exceeded market expectations, which may slow down economic development.
Second, the tense geopolitical situation and the rise of trade protectionism may impact our country's growth.
Furthermore, the US presidential election situation is mixed. The Democratic Party and the Republican Party who heads the White House will also affect the country's economic development.
Despite this, economists are optimistic about revising economic forecasts, with catalytic factors that can be seen right now.
According to the analysis,...
The National Bank released gross domestic product (GDP) last Friday. China's 2024 quarter annual increase was 5.9%, setting the strongest record since the end of 2022. This has caused economists to raise China's economic forecasts for this year, which is estimated to generate growth of more than 5%.
Among them, UOB economists believe that China's economic growth can reach 5.4% this year.
In its latest report, the bank believes that the rebound in the global technology cycle, the recovery of the tourism industry, continued targeted cash subsidies, and the effectiveness of government investment measures may also push the government to revise the current 4% to 5% economic growth forecast.
CIMB also raised China's economic growth forecast for this year from 4.9% to 5.2%.
Although Societe Generale's forecast is more “conservative,” it is also 5.0%.
Focus on risk and motivation
In any case, economists agree with the Bank of China and believe that there are downside risks in China's economic prospects.
Among them, the Changming government implemented targeted fuel subsidy policies, which had an overly profound impact and exceeded market expectations, which may slow down economic development.
Second, the tense geopolitical situation and the rise of trade protectionism may impact our country's growth.
Furthermore, the US presidential election situation is mixed. The Democratic Party and the Republican Party who heads the White House will also affect the country's economic development.
Despite this, economists are optimistic about revising economic forecasts, with catalytic factors that can be seen right now.
According to the analysis,...
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$SNS (0259.BMS)$
$CABNET (0191.BMS)$
$OMESTI (9008.BMS)$
$JCY (5161.BMS)$
$KTI (0308.BMS)$
$ATAIMS (8176.BMS)$
$ZANTAT (0301.BMS)$
$MCLEAN (0167.BMS)$
Hold![]()
last time SNS, CABNET 100% I also hold no possible now I can't wait another bullish ![]()
$CABNET (0191.BMS)$
$OMESTI (9008.BMS)$
$JCY (5161.BMS)$
$KTI (0308.BMS)$
$ATAIMS (8176.BMS)$
$ZANTAT (0301.BMS)$
$MCLEAN (0167.BMS)$
Hold
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Malaysia's gross domestic product (GDP) grew 5.9% year-on-year in the second quarter of 2024, breaking the strongest growth rate since the end of 2022, and full-year growth is expected to be close to 5%.
Bank of Malaysia Governor Dato' Abdullahi pointed out at a press conference today that economic growth accelerated in the next quarter due to good labor market conditions and increased policy support, which led to a rise in household spending and an improvement in domestic exports.
In the face of increased growth momentum, the Bank of China still maintains the original annual growth forecast of 4% to 5%, but Abulacil said that the final growth rate should be close to 5%.
“Supported by steady domestic demand, strong investment activity and improved exports, we believe that Malaysia's GDP growth rate should fall to the high end of the 4% to 5% range this year.”
He added that various indicators show that China's economic growth prospects can continue until the second half of the year, such as a further recovery in global orders to drive export performance, issuing more projects, and improving business confidence.
As to whether it will consider adjusting the growth forecast, Abdullahi said that this is pending the announcement of the latest budget.
In any case, the Bank of China remains wary of potential downside risks to growth, including lower peripheral demand than expected, escalating geopolitical conflicts, and lower than expected commodity production in China.
In the second quarter, private consumption rose 6% year on year, up from 4.7% in the first quarter; private investment also rose 12% year on year, and the growth rate in the first quarter was only 9.2%.
Net exports went up and down in the next quarter, from the beginning...
Bank of Malaysia Governor Dato' Abdullahi pointed out at a press conference today that economic growth accelerated in the next quarter due to good labor market conditions and increased policy support, which led to a rise in household spending and an improvement in domestic exports.
In the face of increased growth momentum, the Bank of China still maintains the original annual growth forecast of 4% to 5%, but Abulacil said that the final growth rate should be close to 5%.
“Supported by steady domestic demand, strong investment activity and improved exports, we believe that Malaysia's GDP growth rate should fall to the high end of the 4% to 5% range this year.”
He added that various indicators show that China's economic growth prospects can continue until the second half of the year, such as a further recovery in global orders to drive export performance, issuing more projects, and improving business confidence.
As to whether it will consider adjusting the growth forecast, Abdullahi said that this is pending the announcement of the latest budget.
In any case, the Bank of China remains wary of potential downside risks to growth, including lower peripheral demand than expected, escalating geopolitical conflicts, and lower than expected commodity production in China.
In the second quarter, private consumption rose 6% year on year, up from 4.7% in the first quarter; private investment also rose 12% year on year, and the growth rate in the first quarter was only 9.2%.
Net exports went up and down in the next quarter, from the beginning...
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