Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
Ain't the current 30% tariff high enough? Can't you look into improving handling and administrative efficiency to increase throughput instead. Higher throughput with lower manpower is highly possible and it can be learnt from Chinese ports.
CIMB seems to be at the recovery path with gradual upward momentum. Set to test 7.25, 7.50 followed by 7.98 in the next. Fund managers accumulation trend seen started 2 weeks ago and expected to continue going forward.
Yeoh's family and EPF seem to be very keen to pickup all the non-tradeable rights to maintain its controlling share holdings amid the positive growth of YTLPOWER on increasing energy demand and data centre.
Most retail investors always go short term and momentum driven only. Epf are long-term investor cos it has deep pockets and many portfolios to swap to their strategy.
The US and EU are forecast to
register negative growth for the next 2 years while many Asian countries are to see positive GDP. Where will the money flow to now? With US and EU markets tr
ading at inflated PE, the investors will shift their money to fundamentally cheap Asian markets especially those in
HK, China and SEA. The trend already started amid a slow one.
Guarantee burned. Sapura track record is so bad from Inception till date and the current debt is at more than 17 billion. This bad management culture will only rod it further till the government have to take it private, just like MAS.
I am not too bothered by coming QR as I highly think it has priced in. DeepSeek AI breakthrough in fact a blessing in disguise as it allows more people to adopt amid the lower entry costs and DC can cater to bigger groups. Trade war not a concern too as it's self adjusting and is reversible. Spotting good value with growth stock is most important to me, especially with established blue chips index link stocks. Happy investing.
Market sentiments are at the negative peak now and share likely to have priced-in. I will start accumulating today and will buy more if it comes down further and ride with its growth prospects in the medium and long-term.