Azharuddin
@azha_nordin
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Analyst | Equities | Economics | Investing | Join my Telegram for more analysis 📱📈📉👨💻📚👇🏽
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Ringgit "mengganas" 2-3 hari ni.
Kenapa ringgit naik begitu banyak lately vs USD, £, €, A$, Yuan. Tapi matawang Baht, Rupiah, Peso or even SGD tidak naik sangat.
Jawapan: Because Bank Negara (BNM) did a great job. Keep reading to find out why.
@BNM_official
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Jika menyewa, you should consider staying in KL city centre.
Ramai yg anggap kos amat tinggi dan KL stressful. All not really true.
Apakah Pros & cons tinggal di tengah bandar? Read on.
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Kalau anda 1) tinggal di KL atau berdekatan, 2) serious mahu lawan INFLASI, 3) believe in FINANCIAL PLANNING, then you should go Pasar Chow Kit regularly.
Di sini saya mampu beli ikan yg “mewah” dan fruit hunting.
Best way and time to go here? Some tips.
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Ringgit hari ni tapau semua currency tanpa kenal kecil dan besar ⬆️ 😁
Bila last ringgit performance begini?
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Petronas is a Monster.
Kewangan 1Q2024 baru diumum. Revenue= RM89.7bn, Net Profit= RM21.3bn. For context, syarikat terbesar diBursa, Maybank Net Profit= RM2.5bn, not even close.
Tahun 2023: Petronas= RM80.7bn vs Maybank= RM9.3bn.
Dividen 2024 diramal RM30bn kpd kerajaan.
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What happened to Pharmaniaga?
Catat kerugian RM644j utk Q42022. Rugi seluruh 2022 ialah RM605j banding profit RM172j thn 2021.
This is a big, big reversal.
Answer: Vaksin Sinovac (sumber Edge Weekly). Outcome: PN17. So What’s next?
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Nestle. This in interesting.
Menurut analysts, Nestle “revealed” di briefing smlm bahwa syarikat sdg alami “Downtrading”. Apa ni?
Maksudnya customers telah pun beralih kpd jenama lebih murah. Ia lebih ketara kerana sudah “broad-based” across all products. Ini antara sebab
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Malaysia Menyala 🔥🚀: Ringgit, Economy, Stability
Article by Reuters hari ini cerita tentang Msia dan kenapa ringgit & saham naik, pelabur kembali berminat.
I'm summarising a news article tonight for a change.
Ada 5 main stories in the article, and...
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Bfood iaitu owner franshise Starbucks baru sahaja lapur kewangan. Prestasi semakin merosot, revenue menjunam, operating loss lebih besar.
Revenue qrtr Mac 2024 ialah RM139 mil, hanya separuh dari qtr Sep 2023 iaitu tempoh sebelum boycott bermula.
Will things get better and
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Tahun ni ramai, merasakan daily traffic KL amat terok. Dulu 50min pulang kerja, dah jadi hmpir 2 jam. Itu blm hujan. Raya ni pun teruk, lebih bnyk kereta highway PLUS.
Mari lihat statistik. Smnjak 2010, jumlah kereta tahunan bertambah pesat, melebihi penduduk. That's why.
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BNM telah umum ekonomi 2022. Ramai dah komen. We’ll get more details bentangan Budget 24 Feb & BNM Annual Rpt 29 Mac.
Q: Mengapa governor BNM kata Msia tidak recession 2023 & akan grow.
Mari analisa statement BNM 10 Feb lalu & review ekonomi selepas recession.📰Read on.
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Msia & Spore announcing inflation pada hari yg sama —23/9 Jumaat ini.
Bagaimana pun, rate inflation kedua negara berbeza.
Trend—Kedua negara belum ada tanda inflation akan peak.
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Thailand & Indonesia alami penurunan matawang & saham. Tahun ini baht -7%, rupiah -6% vs USD.
Pasaran saham kedua negara juga lemah, particularly Thai, mainly due to selling by foreign investors.
In contrast ringgit is doing better vs baht & rupiah. Pasaran saham Msia among
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Jumlah EPF saving RM1.1 trilion (dec 23). Ada RM110bil (10%) sedia utk masuk EPF akaun 3 fleksibel.
the 10% equals:
1. B40 6.43j ahli avg saving RM1,713 = 171
2. M40 6.43j ahli avg saving RM28,032 = 2,803
3. T20 3.21j ahli avg saving RM278,941 = 27,894
Yg income tinggi say "game
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Hari ini ringgit/rupiah cecah 3,490. Ini equivalent to RM287 utk setiap 1 juta rupiah. Exactly 1 thn yg lalu you need RM315 utk 1 juta.
The significance: walaupun interest rates 6.25% Indonesia tertinggi since 2016, rupiah jatuh. Ringgit naik.
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Dah lama kita tak tgk headline begini + ringgit tumpaskan semua currency.
Most notably against USD, euro, S$, rupiah, yuan - actually dgn everything 🥳. It was few wks ago ringgit was so low, tapi keadaan telah berubah.
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Ringgit turun, tapi bkn sahaja dgn USD.
Hari ini cecah 4.55, ada yg ramal akan turun kembali serendah 4.70. Also weak vs euro, S$, rupiah.
Walaupun ekonomi Msia baik, currency market kurang selesa dgn ringgit.
Why is ringgit among the worst in Asia?🤔
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Latest Maybank IB report says Msia and Asean would avoid recession in 2023 and grow faster than China.
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With OPR in focus, a reminder from 1 Aug 2022, banks’ lending rate will be simplified to BSR or base standard rate + spread. BSR is equal to the OPR. Now = BR + spread or base rate ie banks cost of funds. Will apply to housing & personal loan. Existing loans unaffected.
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Tip 2024. CV adalah private dan P&C doc. Jika anda dah ada kerja & tak perlukan kerja baru, jgn hantar CV just becoz nak “test” market. Jgn lambak CV anda dipasaran. You should know your own value.
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Ringgit having a good week, begitu juga pasaran saham. Banks, tech seperti biasa bila sudah yakin, dikejar pelabur.
What has changed?
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Way to go Bursa!
Bursa at RM10. Mkt cap RM8bn. It is now ranked 51 among listed Msian companies.
Pasaran saham Msia antara yang terpaling perform 2024, so Bursa dapat impak direct.
Bursa ni buat apa? Kenapa naik dah 50% ni?
How is this possible? Jom kita recap dan faham lebih
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This week spending time interviews.
Past 25 yrs, saya dah interview >100 candidates dari fresh grads hingga ke GM. Interview ni kdg2 “hit & miss”, nak dpt "perfect" person mmng susah.
Ini perspective saya interviewer, 5 tips cerahkan peluang "nail the job". How?
1. PREPARE📓
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LATEST.
Petronas today umum profit 2022 paling tinggi dlm sejarah.
Net profit RM101.6bn naik 2x ganda thn 2021. Ini within jangkaan saya iaitu RM100bn. Revenue RM333bn, +49%.
Op margin 41% vs 33%.
Saudi Aramco umum profit 2022 hari ini, +45% vs 2021. Aramco mkt cap $1.9 trn, world's 2nd largest co (Apple
#1
). Profit Aramco amat besar: 3x Exxon, 7x Petronas ($22bn est).
Profit 2022 ($bn) top 5 oil cos:
Aramco 161.1
Exxon 55.7
Chevron 35.5
Shell 42.3
TotalE 20.5
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Peminjam may have good news.
Kadar OPR di umum ESOK 3pm.
I said last year BNM may go as high 3.25%. Mungkin jangkaan ini agresif buat masa skrg.
Saya yakin kita dihujung BNM rate upcycle. So OPR maybe stay 2.75% atau naik last. Why?
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Msia stock market sudah bull market - NO debate.
Let's understand definisi & characteristic bull market.
5 checklist definisi bull market
1. Index naik >=20%✅
2. Kenaikan dah berbulan/tahun✅
3. Expected to rise further✅
4. Pelabur bertambah yakin✅
5. Bnyk stocks make new
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Terdpt 2 bank yg patuh shariah dari sejumlah 10 bank tempatan yg disenarai Bursa. Mereka diluluskan oleh Majlis Penasihat Syariah, Suruhanjaya Sekuriti Malaysia, atau lebih dikenali dgn SAC.
2 bank ini ialah MBSB dan Bank Islam (BI).
How big are these 2 banks relative to
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Tahun 2024 ringgit kembali menyerlah – antara terbaik dunia. Bagaimana prestasi ringgit skrg vs 10 thn lalu?
Are we REALLY otw back?
Sejarah: Krisis matawang 2014-2015. Negara membangun i.e. Turki, Indo, Thai, Brazil alami kejatuhan matawang up to 20% vs USD. Tapi Ringgit among
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Betul, faktor fundamental juga main peranan kenapa Ringgit sekarang dlm ‘uptend’, tapi the key is BNM.
1. Economy. Advance GPD estimated 5.8% for 2Q
2. Inflation. Headline is low, running at 2%
3. Infra projects. Initiatives such as JSSEZ, DC, CRESS
4. Manufacturing. Strong
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No Contest hari ini.
•Ringgit “leads gains”
•Saham. KLCI tertinggi semenjak Nov 2020 (sewaktu Covid).
•Ini bukan fenomena dari smlm, it has taken yrs to improve.
But what’s important? Knowing what we need to do to sustain this.
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Latest. BNM 2022 Annual Report issued today.
Ekonomi: BNM highlighted semula tiada recession. GDP 2023 dijangka 4% ke 5%. MOF ramal 4.5%.
Polisi kewangan: mempastikan OPR di “appropriate level” utk kawal inflasi dan achieve growth
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1. Convenience
Saya memilih tinggal lebih kurang 1km dari office, 15 min berjalan. No need worry about traffic. Kdg2 saya pulang tghari makan di rumah. Bliss.
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Ringgit 🔥
Note to self: now only RM285-290 nk beli 1 juta rupiah.
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Kita recap ringgit hari ini and this week.
Terakhir ringgit perform begini ialah Nov 2022 sewaktu GE15. But kali ini up across the board vs everyone.
(Selected popular "pair" here. Symbol ringgit ialah MYR, jika MYR dibelakang negatif/decline means ringgit mengukuh. Dan
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Farm Fresh. Briefing to analysts.
Largest integrated “grass-to-glass”, scalable business model
Largest market share, 54% chilled fresh milk
Management has clear vision, strategy to grow company
Growing capacity upstream Taiping, Muazzam
Good potential markets. S'pore, Indon
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Itu review saya at least 6 positif tinggal di tgh KL.
So apa negatif KL?
1. Tiada jiran
2. Tiada facility seperti taman perumahan
3. Tiada kedai tomyam berdekatan jln kaki (except Kg Baru). Tapi Shawarma banyak
4. Ramai org luar during weekends
5. jadi malas keluar KL
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Bank Islam telah hilang RM2bn in mkt value tempoh 1 thn. Hari ini saham jatuh lagi paras terendah RM2.07. Awal 2022 >RM3.00.
Menurut Maybank IB, 2023 adalah environment mencabar & stiff competition utk dptkan deposit. Ini sebbkan profit margin jatuh. Maybank cut profit 12%.
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Time beraya dpt jumpa anak2 sedara yg pengalaman 3-4 thn kerja and kdg2 mereka tanya career advice.
“Ada offer ke bank lain, tapi yg skrg counter offer”.
Nasihat saya dan Why?
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Singapore dpt
#1
ranking "Good Government Index" 2023 dilancar hari ini. Index tahunan Chandler ini mengukur "capabilities and effectiveness" 104 kerajaan di seluruh dunia.
Tahniah Msia, teratas antara negara Asean (ex-Spore).
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Warren Buffett ke-6 terkaya dunia dan terkenal dgn pelaburan.
Pada 25 Feb surat tahunan kpd shareholder terkandung dlm annual report Berkshire Hathway. Surat ini sentiasa ditunggu oleh para pelabur.
Saya pickup 5 key point utk hadapi cabaran & berjaya pelaburan. Priceless.
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Msia stocks (KLCI) skrg paras tertinggi since June 2022, staying well above 1,500. It has been asean best performer.
Last week foreign funds key driver, net buying by RM352mil.
What’s driving this market?
Kenaikkan agak well spread. Banking, utilities, property,
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And yes, Boikot.
Nampak nya boikot ada juga impak kpd Nestle though not as bad as McD or Starbucks here.
“No helping either, is the lingering boycott of certain Western products due to Israel’s war on Gaza.”
According to Kenanga analyst in the report today.
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Thanks for reading. And no this is not BNM-sponsored post.😃 Follow me here on X.
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We are more than RM2 trillion.
Semenjak value pasaran Msia capai record RM2.00 tril (7 May), total mkt value naik kpd RM2.044 tril (17 May).
Msia making positive steps utk close gap & kembali ke puncak Asean yg dikuasai Indo & Spore. Still long way to go. Let's hope kita tak
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IPO 99 Speed Mart (99SM) skrg dibuka. Harga RM1.65.
Some facts: Largest IPO in 7 yrs, melibatkan RM2.36 bil. Also, 99SM akan masuk ranking top 40 syarikat Bursa.
What's other interesting stuff about this IPO? Non-syariah compliant is one.
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2. Time saving
Time is precious. Jika kita ambil purata 3 jam sehari traffic jam, that’s 15 hrs a week x 4 weeks equal 60 jam sebulan. I manage to avoid this stress and save plenty of time for myself and family.
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@magmalaya
HK is designed utk berjalan. HK number 1 world steps 6,880/day. China 2nd 6,189. The countries with the fewest ave daily steps Malaysia, 3,963 steps; Saudi Arabia, 3,807 steps; and Indonesia 3,513 steps. (13 Jul 2017)
Source: Which countries are most active - CBS News
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Raya comes early.
KLCI attempts to close above 1,560 today, pertama kali semenjak Mei 2022.
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@magmalaya
Mazda makin popular dan reliable.
Bermaz Auto pemasang & distributor franchise Mazda, saham NAIK 31% tahun 2022.
Bermaz juga pasang/jual Kia dan Peugeot.
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“KLCI is for show, FBM70 is for dough”
The FBM70 Index broke 17,000 for the first time ever today. This is where your alpha, guys.
It’s now 3 straight days of new record close.
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Singapore Air staff bonus 8 bln, profit tertinggi sejarah.
“Net profit was S$1.2b for 2H ended March, vs loss of S$125.2m last yr. Full-year net profit the highest in its 76-year history to S$2.2 b for FYMar23, versus net loss of S$962m FY22.”
Airlines di Msia bagaimana?
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3. Cost saving
Sewa di KL tinggi sedikit*, tapi still savings sebab cuma perlu 1 kereta sahaja. wife yg drive jika dia kerja jauh. Jika ada kereta 2 pun, tak perlu tol, petrol–save di sini RM500/bln, exclding maintenance.
*Sewa condo KL turun bnyk 5 thn ini kerana oversupply.
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Tahniah kpd oil companies!
Ramalan Refinitiv: Exxon Mobil, Chevron, BP, Shell & TotalEnergies bakal lapor keuntungan bersama sebanyak $190bn utk 2022!
Setakat ini: ExxonMobil $55.7bn (Selasa), Shell $39.9bn (Hari ini).
Petronas pula diramal jangkau RM100bn atau $24bn.
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Which camp are you in:
downtrading?
or
boycott?
or
normal?
I use Indocafe instead of Nescafe. And Saya baru realise belum pun beli KitKat thn ni👍 more healthy eating.
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Stocks having worst days since early covid 2020.
🔸All index gap down. KLCI -2.8%, Emas -3.2, FBM70 -4,2, Tech -6.1, Prop -4.8, health -4.7, Constrc -4.5
🔸While stocks are unloved, ringgit obliterating all by 1.5-2%.
Rare yg kedua event ini boleh berlaku serentak.
Siapa
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Minister Rafizi has a point here, from data perspective there is economic impact disebabkan diet kita.
Since we’re talking policies, we also have “addictions” to cars - highest cars per capita in Asean (ex Brunei) and 2nd in Asia after Japan.
1. Malaysians have become addicted to eating out, which has led to a decline in their disposable income, Economy Minister Rafizi Ramli told Malaysiakini.
He has attributed this to past policies and the structure of the nation's economy and wages.
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Strong GDP 2Q 2024 = 5.8%. Beat forecast & highest since end-2022.
Services: 5.6% (1Q24: 4.7%)
Manufacturing: 4.7% (1Q24: 1.9%)
Agriculture: 7.1% (1Q24: 1.6%)
Mining & quarrying: 3.3% (1Q24: 5.7%)
Construction: 17.2% (1Q24: 11.9%)
Many of us contributed to the robust economy.
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Gamuda ni. Semua boleh buat and leader pula. Now DC. Tunnel boring, mrt, double tracking, domestic, overseas.
Today up 3%. Mkt cap hampir RM17 bil, boleh contender utk masuk KLCI at this rate ⬆️. Gamuda komponen besar FBM70 & the Index new record lagi today.
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Saham Bank Islam jatuh lagi, dibawah paras RM2.00 hari ni. Kejatuhan saham 2023 drastik, dah turun 26%.
Ranking nilai pasaran diBursa (4 bank terkecil)
Dis2022: BI, Alliance, Affin, MBSB last.
Mei2023: Alliance, MBSB, Affin, BI last.
Kita hrpkan jawapan hujung Mei nanti.
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Latest.
BNM has released their 2023 annual report and economic review.
GDP growth for 2024 is 4-5%.
Akan di dorong oleh 4 factors:
1. Household spending
2. Pelaburan dlm projects (incl FDI)
3. Export recovery dlm technology
4. Higher tourist arrivals.
Labour mkt:
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Banyak komentari tentang ringgit lemah berbanding USD.
Hari ni 4.768 😥
Apabila kita lakukan analisa Context amat penting. Apakah ringgit sahaja terok, lemah, koyak? Do we look at ringgit in isolation?
What about mighty £, €? The past 3 mths mereka worse dari ringgit.
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1/10
Kadar faedah 🇺🇸US memecut utk lawan inflasi luarbiasa🚀
Survey Bloomberg Sept ramal kadar faedah US naik ke 4.0% end-2022 vs skrg 2.5%. Ini tambahan 1.5% dlm tempoh 3 bln. Pada 21 Sep dijangka naik 75 mata.
Apakah implikasi kpd ekonomi dunia, USD. Bagaimana Malaysia 🇲🇾?
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BNM kept OPR at 3.0%.
BNM noted inflation has moderated, adding that it will slowly come down for the rest of the year.
"The OPR level is SUITABLE with the health of the economy".
Apakah ini maksud no more hike?
OPR diumum Khamis. BNM surprised in May +25 basis to 3.%.
Concensus ramal end-2023 OPR = 3.25%, kmbali ke thn 2019. If BNM hiked in July, bkn utk support ringgit tapi BNM anggap dasar monetari skrg masih agak “accommodative”.
Ramai dah rasa kenaikkan kos pinjaman.🙋🏻
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Saham Msia 2023 ends today. Ada kata Msia tak perform.
Dari lensa KLCI, prestasi Msia mmng muram. Apakah pelabur retail shud really bother about KLCI yg 30 tu? We invest in KLCI fund/ETF?
Look down below. Real gems are underneath KLCI, ie RM2b-RM10b size. 2024 will be the same.
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GE or not, what happens to economy is still important.
For 2023, MOF projects 4.0%-5.0%, due to further benefits from full re-opening across region.
Let's look a bit below the surface & how Msia (+ Asean) is avoiding recession in 2023. The service sector is crucial.🔍Let's go🟢
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Banking sektor terbesar dlm KLCI (41% mkt cap). Banks juga dimiliki oleh dana pelaburan besar GLIC. Oleh itu profit bank penting kita monitor dan analisa.
Public, Affin, B Islm telah report. Profit not great but not bad either, so far. ROE slightly lower path.
Profit
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GDP Msia 4Q2023: 3.0% vs 3.4% advanced release Jan 24. Worse is GDP on qtr basis negatif 2.1%, the weakest since 3Q2021.
Ini adalah growth paling slow dlm tempoh 2 thn.
A quick review as growth continues slowing in 2024. Shud BNM cut OPR this yr?
Quick Review:
Ekonomi Msia
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if you agree, banyak pilihan. The better area maybe sekitar Raja Chulan kerana bnyak opsyen di sini.
Hope this review helps for those who have been asking me these questions.
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Penganalisa dan strategis jangka pasaran saham Msia atau Composite Index (KLCI) naik sekitar 11% tahun 2023.
Antara nya (ramalan KLCI end-2023):
MIDF 1,700
Maybank 1,660
RHB 1,660
AM 1,630
HLB 1,580
Apa rasional mereka?
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@surayaror
EPF is not investment, it’s statutory. TH is basically savings, not investment too—TH claims that and compare against FD.
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Tiada lagi kenaikkan OPR 2023.
Poll terkini Reuters mengatakan 21 dari 25 ekonomis ramal BNM telah stop kadar faedah paras 2.75%. Main reason: inflasi telah moderate.
Ini inline expectation saya sejak awal tahun. BNM decision pada 3 Mei.
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@azmanrocks
These motorcyclists - tak tau la apa nak cakap. Macam jlnraya ni dibuat utk mereka dan yg kereta2 ni kacau mereka.
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Bagaimana profit Petronas dibanding global oil & gas companies?
Ranking 1 tidak tandingan iaitu Saudi Aramco.
Jika kita stack up the past 4 qrtrs profit, Petronas berada di ranking ke-11 antara listed companies global.
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This guys says it well and saya tahu how it feels. I’d rather be in KL anytime, than go Bangkok.
Tahu tak kita top 20 safest country in the world?
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Recession is a big word. Recession bukan hanya sekadar GDP contraction.
Msia GDP negatif 4Q22 vs 3Q22, tapi econ & biz activity, employment tak terjejas.
So who defines & declare recession di Msia? It should be BNM.
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The way to have exposure to gold via Bursa. If you think gold is ready to rise.
1. Gold miner - Bahvest
2. Gold/jewelry retailer - Poh Kong
3. Exchange traded fund - GOLDETF
All 3 are listed on Bursa.
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BNM memilih untuk kekalkan dasar monetari yang nampak mcm kurang agresif, tapi "adequate". Tapi ini menjadikan ringgit kurang demand (among worst in 2023). Dasar policy BNM ialah to balance growth and inflation, dan ringgit tidak priority. BNM said ringgit fundamental strong.
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Sunday school-Quarterly announcement.
5 quick items to look (other than P&L)
1. Cash & debt in Balance Sheet
2. Operating CF in Cashflow statement
3. Segmental & geographical info
4. Performance Review vs last quarter
5. Prospects commentary
Only 10 mins but helps tremendously
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Headline hari ni pun positive.
Previously my tweet in august.
Dah lama kita tak tgk headline begini + ringgit tumpaskan semua currency.
Most notably against USD, euro, S$, rupiah, yuan - actually dgn everything 🥳. It was few wks ago ringgit was so low, tapi keadaan telah berubah.
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Ringgit catat kenaikkan besar vs USD lemah hari ini. 👏👏 4.58 from 4.67 few days ago.
Ini berikutan penurunan inflasi US Jun kpd 3.0%. Bon yield US 10 thn ke paras ~3.8%.
At the moment events nmpk positif utk pasaran saham.
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Saudi Aramco umum profit 2022 hari ini, +45% vs 2021. Aramco mkt cap $1.9 trn, world's 2nd largest co (Apple
#1
). Profit Aramco amat besar: 3x Exxon, 7x Petronas ($22bn est).
Profit 2022 ($bn) top 5 oil cos:
Aramco 161.1
Exxon 55.7
Chevron 35.5
Shell 42.3
TotalE 20.5
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4. Food
Kalau suka food hunting, Kg Baru less 5min drive. Pasar chokit dekat. Lulu supermarket also 5 mins drive. Upscale jika ke Changkat atau BB area bnyk café. Begitu juga Petaling street.
Mall terdekat Pavilion 15 min walk. KLCC about 2km.
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Kpd Spritzer fans.
Spritzer umum strong net profit RM15.5m (+17% vs suku Dis 23) utk suku Mac 2024. Based on this profit, profit 2024 cud beat 2023 record high RM49.5m. Revenue RM135 m, juga up 8%.
Maybe Spritzer is still under-rated.
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GDP 2Q at 5.9% year on year. Slightly higher than 5.8% advance number earlier.
Had estimated higher than 6%, but still this is good. 1Q was 4.2%. Manufacturing dan construction among star performers.
More details later after BNM briefing ptg ni.
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220
Saham bank Credit Suisse crashing ke record low today. Isu confidence bank global ditahap rendah, mngkin melarat lagi.
3 bank trbesar Eropah juga jatuh teruk:
HSBC -5%
BNP Paribas -11%
Banco Santander -7%
Saham bank Msia belum hadapi major sell-off. Finance index -4%, 1 wk.
8
121
216
Maybank cecah RM10, first time since Sept 2018.
Mkt value skrg RM120.5bn. Size-wise no contest between Maybank & number 2 Public (gap RM39bn)
Can Maybank hit new high?
Highest close RM10.88 set on 22/5/18 (intraday high RM11.08 on 14/5/18). Mngkin profit 1Q umum Jumaat ini beri
1
71
216
Saham Bursa Msia moving closer to RM10. As mentioned previously, Bursa rise was imminent berdasarkan prestasi/outlook mkt Msia dan high daily value.
I take 20-25% gain in 1 yr anytime, let alone 50%.
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Ringgit jatuh lagi as Msian stocks terus menjunam ke intra day low 1369 (lowest since Apr 2020) hari ini.
Ringgit vs key currencies today at new record or near 52W highs:
USD 4.618
SGD 3.436 - new record 😔
EUR 4.962
GBP 5.759
3
139
209
Msia-owned Farm Fresh. Saham slowly +7% lps umum results 29 Mei.
Situasi FF jauh berbeza vs Jly23. Saham menjunam 1/3 ke 99 sen slps umum net profit jatuh 70% (milk price yg mahal). Yg hold, now breakeven (IPO RM1.35, Feb 22)
Analyst target? TA highest 1.97, RHB 1.69, Maybnk
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De-dollarization. Plenty news lately tentang trade & USD. Jelas negara cuba minimize pendedahan kpd USD, reserves atau trade.
Msia turut serta dlm trend ini.
De-dollarisation ini sudah mula lama, tapi gaining traction last 2-3 yrs. Kenapa terjadi dan apa sebab utama?
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Msia stocks had the best 1Q performance since 2017. As always the focus is on KLCI, dan kita kurang ambil perhatian index lain dan sektor.
Apa kita boleh pelajari & bawa ke suku-2 (2Q24)? Can stocks replicate bullish 2017-2018 performance?
Let's do a simple analysis.
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Kemerosoton revenue amat ketara dari RM279 mil (sebelum boikot), kepada RM183 mil, kemudian latest RM139mil. Profit telah menjadi loss 2 suku berturut.
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39
206
Saham jatuh lagi hari ni, total 12% in 3 days. Dan hampir 20% dari paras tertinggi tahun 2024. This is the lowest level since Jan 2018.
Thanks for reading. Follow me here on X or Telegram 😃
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Malaysia’s Gold Medal.
Ringgit. Still the ONLY currency yg positive against mighty USD. And beating other major currencies + ASEAN thn 2024.
Building stamina. After 2 hari catching breath today up sikit. Last week ringgit on fire naik 4-6% against USD dan semua matawang lain.
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US diambang recession.
Global recession 2008-09 akibat US housing meltdown, tapi kadar faedah ialah pemangkin, sbb turun & naik mendadak.
Msia terkesan jika krisis menjadi lebih parah. GDP mngkn bawah 4.5% ramalan MOF. Apakah bank Msia terjejas krisis US & Credit Suisse?
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82
202
DOSM & BNM terbit lapuran 3Q 2023 GDP Jumaat lalu.
GDP Msia +3.3% yearly, above 2.9% in 2Q. Data ini sama yg diumum 20 Okt lalu (advance estimate). On quarter basis GDP naik 2.6%, highest since 3Q 2022.
Overall growth ini agak baik. Let’s summarise apa key factors.
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