The market at the start of August is rocked by a series of unusual and concerning events. Here’s the rundown:
1. Israel's Security Bunker: Reports suggest that Israel's Shin Bet security service has a fully operational underground bunker in Jerusalem, prepared to protect senior leaders during a war. This bunker, built nearly 20 years ago, can withstand various attacks and is connected to the Defense Ministry in Tel Aviv. This is in response to ...
1. Israel's Security Bunker: Reports suggest that Israel's Shin Bet security service has a fully operational underground bunker in Jerusalem, prepared to protect senior leaders during a war. This bunker, built nearly 20 years ago, can withstand various attacks and is connected to the Defense Ministry in Tel Aviv. This is in response to ...
11
1
Of course, it's not entirely over. China's sanctions and Trump's protectionist approach aren’t new, but we might see a pause in tech due to market rotation. Investors indicate that small caps are still catching up. Meanwhile, there’s growing caution around overinvestment in AI, especially in the U.S.
In Malaysia, sectors like construction and property have benefited from the data center boom. The key question is how this theme benefits the...
In Malaysia, sectors like construction and property have benefited from the data center boom. The key question is how this theme benefits the...
11
1
Nancy Pelosi made headlines by purchasing 20 call options for $Broadcom(AVGO.US$, with a strike price of $800 and an expiration date of June 20, 2025. What’s the driving force behind this bold investment? Let’s delve into the fundamentals and future outlook to uncover the potential behind this move.
1. The rise of AI: Sustained High Demand
Broadcom Inc. is strategically positioned at the forefront of the AI revolution, leveraging a si...
1. The rise of AI: Sustained High Demand
Broadcom Inc. is strategically positioned at the forefront of the AI revolution, leveraging a si...
5
Strategic Moves in a Dynamic Market
$SUNWAY(5211.MY$ is strategically leveraging its exposure to Johor’s booming property market and the rapidly expanding datacentre sector in Southeast Asia. The datacentre market, projected to grow by USD 3.69 billion at a CAGR of 6.6% from 2023 to 2030, is driven by the adoption of multi-cloud solutions, IoT applications, and digital transformation initiatives. With the rise of 5G technology...
$SUNWAY(5211.MY$ is strategically leveraging its exposure to Johor’s booming property market and the rapidly expanding datacentre sector in Southeast Asia. The datacentre market, projected to grow by USD 3.69 billion at a CAGR of 6.6% from 2023 to 2030, is driven by the adoption of multi-cloud solutions, IoT applications, and digital transformation initiatives. With the rise of 5G technology...
9
Oil & Gas (O&G) Upcycle?
There's talk of Petronas cutting its capex, leading to weakness in O&G stocks. The RM300bn capex planned for 2024-28 is now under scrutiny. PETROS (Sarawak’s version of Petronas) might be delaying exploration approvals to push for more involvement in PSCs.
However, development drilling and related activities are likely to continue unaffected. This means stocks like DAYANG and UZMA could remain stable, while V...
There's talk of Petronas cutting its capex, leading to weakness in O&G stocks. The RM300bn capex planned for 2024-28 is now under scrutiny. PETROS (Sarawak’s version of Petronas) might be delaying exploration approvals to push for more involvement in PSCs.
However, development drilling and related activities are likely to continue unaffected. This means stocks like DAYANG and UZMA could remain stable, while V...
14
4
Inspired by Morgan Housel, the founder of Collab Fund and the author of The Psychology of Money, embrace the power of "quiet compounding."
Focus on long-term goals, ignore the noise, and let your investments grow silently over time. It's not about quick wins but about steady, patient growth.
Take $Apple(AAPL.US$ as an example.
If you had invested $1,000 in Apple stock in 2004 and held onto it, by 2024, your investment would be worth over $50,000, assum...
Focus on long-term goals, ignore the noise, and let your investments grow silently over time. It's not about quick wins but about steady, patient growth.
Take $Apple(AAPL.US$ as an example.
If you had invested $1,000 in Apple stock in 2004 and held onto it, by 2024, your investment would be worth over $50,000, assum...
7
3