favorable macro and 2 consecutive qtrs of uptick in US and MY segment demand. interest rate cut in the horizon which will benefit US exporters and hopefully will drive demand for precision machining parts / equipments / instruments. have a look at UWC recent report too :)

RWS2.0 started in end of 2024 and expected to complete by 2030. RWNYC aspired to be completed by Jan'29? The expectation among insiders is that the state is almost certain to award a license for Genting Group’s $5.5 billion proposal to expand Resorts World, located in the eastern reaches of Queens, into a full-fledged casino. The developer has a lot going for them. For one, because Genting already operates a racino at the Aqueduct site, it could start up casino functions much faster on the site than other proposals to build gaming complexes from scratch. If Genting is awarded a license, they plan to establish casino operations by next July and have the entire transformation completed by January 2029.

MY: On the retail trade sub-sector’s performance, he said sales in non-specialised stores grew by 5.5% y-o-y to RM25.8 billion, mainly supported by higher sales in provision stores, mini markets, department stores, and supermarkets. https://theedgemalaysia.com/node/770235

In August, the total retail sales of consumer goods reached 3,966.8 billion yuan, up by 3.4 percent year on year, or up by 0.17 percent month on month. Analyzed by different areas, the retail sales of consumer goods in urban areas reached 3,438.7 billion yuan, up by 3.2 percent year on year, and that in rural areas stood at 528.1 billion yuan, up by 4.6 percent. Grouped by consumption patterns, the retail sales of goods were 3,517.2 billion yuan, up by 3.6 percent; the income of catering was 449.6 billion yuan, up by 2.1 percent. Sales of basic living goods and certain upgraded goods enjoyed sound growth. The retail sales of daily necessities, of grain, oil and food and of sports and recreational articles by enterprises above the designated size went up by 7.7 percent, 5.8 percent and 16.9 percent respectively. The effect of trade-in of consumer goods policy continued to manifest, with the retail sales of furniture, household appliances and audio-visual equipment, cultural and office supplies, and communication equipment by enterprises above the designated size up by 18.6 percent, 14.3 percent, 14.2 percent and 7.3 percent respectively. In the first eight months, the total retail sales of consumer goods reached 32,390.6 billion yuan, up by 4.6 percent year on year.

QES is still shy :)

interest rate cut is pretty much done deal. the next question is how much and how fast? too much too fast may not be a good thing in the short term. volatile months ahead.

good thing is the components manufactured by Dufu can be used in different types of HDD out there. missing the actual earnings piece.

need to translate the "Higher HDD demand from Seagate HAMR HDD driven by cloud infrastructure" into Dufu's earnings.

observe jenis/species jerung dan sebab apa ada jerung. kalau sekadar hype, saya setuju mungkin trigger profit taking. trend cantik jika jerung funds/insti dan kemunculan jerung disebabkan oleh faktor makro/fundamentals syarikat.

Lol, I was scared with the sudden aggressive interest despite long weekend ahead :)