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lets see what are the goodies for techs from the upcoming budget. Tariffs news will still dominate the headlines and wondering what will be the outcome from US Supreme court review on Trump's tariffs in Nov.
power of media whereby Trump's supporters made to believe that China is paying for the tariffs instead of US consumers. Lol, no pun intended. Nevertheless, the reality is probably US vs China for #1 economic powerhouse and US needed the revenue from tariffs badly due to US debt. Got to make the world continue to trade in dollars :)
semiconductor hot money flowing from budget 2026 and US interest rate cut driven by trumpconomics :) Choose your preferred stock within the semiconductor ecosystem in Malaysia. Most of the hot money will probably ended up in the top3 within each ecosystem while the rest will be following along until it breaks. Just need to have tight stops for those out of the top3 :)
I failed to comprehend Krono business model. I agree with you it looks cheap but there is no growth either despite operating in digital services space. Its sitting in trading watchlist.
we will know in upcoming report on whether the order book has increased as per the insider information that Tradeview research received. If it is true, semiconductor upcycle is on its way and there are many semiconductor related stocks within the supply chain :) I have seen EPF continued to add positions in some EMS and OSAT. MI's previous report benefitted from front loading.
Semiconductor related companies showing relatively decent performance back to back - Unisem, Frontkn, Penta, Mi and latest MPI. Looks like semiconductor up cycle is on track. Trade diversion from China/Taiwan/Vietnam and Thailand into Malaysia will be nice and hopefully it will pick up momentum.