Maahad Bursa

Beberapa sektor di Bursa Malaysia dijangka mendapat manfaat daripada pengukuhan ringgit (MYR) baru-baru ini. Antara sektor utama yang diuntungkan ialah:

1. Automotif: Pengukuhan MYR mengurangkan kos komponen yang diimport, memberi kelebihan kepada pengeluar kereta bukan nasional seperti Tan Chong Motor dan Bermaz Auto. Mereka mengimport komponen dalam USD dan JPY, jadi MYR yang lebih kuat mengurangkan kos import mereka.

2. Sektor Pengguna: Syarikat seperti Nestle Malaysia, Hup Seng, dan Spritzer akan mendapat manfaat daripada pengurangan kos bahan mentah, pembungkusan, dan mesin yang diimport. Walaupun pendapatan eksport mungkin sedikit terjejas, penjimatan kos dapat meningkatkan margin keuntungan.

3. Penjagaan Kesihatan: Pengilang sarung tangan dan syarikat seperti IHH Healthcare juga dijangka mendapat manfaat daripada kos import yang lebih rendah serta peningkatan jualan dalam negara.

4. Minyak & Gas (Downstream): Sektor ini akan mendapat keuntungan daripada pengurangan kos peralatan dan perkhidmatan yang diimport.

5. Utiliti dan Tenaga: Kos import yang lebih rendah membantu meningkatkan keuntungan bagi syarikat utiliti yang bergantung pada bahan yang diimport untuk infrastruktur.

Pengukuhan MYR ini mengurangkan tekanan inflasi dan meningkatkan keuntungan dalam industri utama di Malaysia.

@maahadbursa

US menaikkan tarif sarung tangan perubatan China!

Kenaikan tarif lebih tinggi, dengan tarif 50% pada 2025 dan 100% pada 2026 untuk sarung tangan perubatan getah dari China.

Ini akan menyebabkan perubahan struktur permintaan sarung tangan nitril global.

https://x.com/najibfazail/status/1835849137633501310?t=aV8RgK2pNcx2AMY0i4pBrg&s=19

@maahadbursa

EPF jual 6 juta unit saham Cape EMS

Harga IPO: 90 sen
Harga sekarang: 40.5 sen

Drop almost 60% !

Ada yang ajar beli saham ikut jerung. Tetapi ketahuilah, jerung pun lalui fasa kena cut position bila pelaburan tak menjadi.

@maahadbursa

VETECE IPO oversubscribed 187 times

https://www.businesstoday.com.my/2024/08/16/vetece-ipo-oversubscribed-187-times-ahead-of-ace-market-listing/

@maahadbursa

Frontken Corp Bhd reported a 4.4% increase in net profit for Q2 2024, reaching RM33.33 million, compared to RM31.91 million in the same quarter last year.

The company's revenue rose to RM134.93 million, up from RM121.15 million.

The improved performance is attributed to higher demand in the semiconductor sector, particularly from its Taiwanese operations. Frontken remains cautiously optimistic about continued growth for the remainder of the year.
https://www.thestar.com.my/business/business-news/2024/08/15/frontkens-2q-net-profit-rises-to-rm33mil

@maahadbursa

♨️ Fresh From Oven ♨️

Following our Initiation report which was published two months back, herewith another good news to share 😃

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=149866&name=EA_GA_ATTACHMENTS

KUALA LUMPUR: Vstecs Bhd through its wholly-owned subsidiary, VSTECS Astar Sdn Bhd, has been appointed as the *sole distributor for the highly anticipated Google Pixel 9 range of smartphones in Malaysia (AI smartphone).* After eight years of eager anticipation, Google’s new Pixel line-up – including the Pixel 9 phones, Pixel Watch 3 and Pixel Buds Pro 2 – is debuting in the Malaysian market today.

Chief Executive Officer of VSTECS Berhad, Mr. JH Soong, expressed his excitement about the launch: “As a leader in bringing the latest technology to consumers, VSTECS is proud to bring the AI-powered Google Pixel devices to all Malaysians. *The new Pixel 9 phones, engineered with Google Gemini AI capabilities, promise to redefine the smartphone experience with their advanced features and seamless user experience.* We are honoured to collaborate with Google to bring these innovative products to the Malaysian market. From the superior camera performance to helpful productivity features, the Pixel 9 series sets a new standard for smartphones.

Sharing his excitement about launching Pixel in Malaysia, Mike Abary, Vice President, Devices & Services Business APAC, Google said, “We are deeply committed to Malaysia and today marks the next phase of our journey. *With the launch of the new Google Pixel portfolio, Malaysians now have access to all of the uniquely AI-powered helpful experiences that Google offers.* We’re honoured to partner with VSTECS to provide Malaysians more choices and the premium Android experience with Pixel.

⭐*Just to note that VSTECS will announce their 2Q24 result this evening.*

✨*Following the recent share price retracement, it is currently trading at 14x 2025F PE* considering that its multiple growth pillars include:

a) The direct beneficiary of the burgeoning DC industry in Malaysia. *Based on our channel checks, the estimated cost of IT equipment per megawatt (MW) is RM40m to RM50m*, including networking, storage, and servers. With about 200 MW of colocation data centres under construction, this represents a TAM of approximately RM10b.
b) Accelerated *adoption of Starlink* in Malaysia.
c) *Increased demand for VMware* in tandem with the growing server demand due to the DC boom in Malaysia (VSTECS hold 100% market share in Malaysia).
d) *Rollout of AI PCs* in the 2H24.

From UOBKH's WXDC

@maahadbursa

Marketing representative's highest account opened 2023 (Shariah) - 2nd runner up. Alhamdulillah 🤲

Kalau ada yang berminat untuk buka CDS UOB Kay Hian under saya, boleh PM @najibfazail

PASARAN SAHAM

Hari Isnin lepas market drop, terus ada yang message tanya :

'Jib, boleh hold lagi ka?'
'Jib, market crash ni patut cash out semua ka?'
'Jib, boleh ajar nak hold long term?'

Semua soalan ni keluar sebab market tak menyebelahi kita. Tetapi semua berubah hari ni, senyum terus market rebound kuat. Ada jugak yang ketuk dahi 'Kalau lah aku tak cutloss Isnin hari tu' 😅

Itulah pasaran saham. Ada naik ada turun. Sesiapa yang fokus long term wealth creation akan sabar. Siapa fikir nak buat duit cepat, akan cepat hilang sabar.

Jangan gopoh dalam saham. Bila market bull, kekal tenang. Market bear, kekal berakal dan tidak emosi.

Cari jalan, cari cara untuk kekal relevan dalam market. Insyaallah, lama-lama akan nampak jugak caranya.

Moga kita semua dimurahkan rezeki 🤲

@maahadbursa

Indeks Bursa Malaysia

Ambil masa 7 bulan untuk naik dari 1450 mata ke 1630 mata. Sehari saja dari 1610 mata ke 1530 mata 🥲

@maahadbursa

Panic in the US may continue be positive for ringgit

Perbincangan latest di US ialah apakah negara itu sedang hadapi recession? Walaupun baru 10 hari yg lalu (25 Julai) GDP 2Q 2024 (advance number atau estimate) di catat pada paras 2.8% - tinggi dari jangkaan 2.0%.

Tetapi pada hari Jumaat, job creation iaitu “Nonfarm payroll” or NFP untuk bulan Julai hanya 114K, menurut US Labor Department. Jangkaan para economis ialah 177K. NFP Jun juga tidak baik iaitu 179K, jauh lebih rendah dari announcement asal sebanyak 206K. Kemudian pula, unemployment rate July naik kepada 4.3% (Jun: 4.1%). Ini adalah kemorosotan tempoh 3 bulan berturut and worst since 2021.

So 3 main things happened in the US last week. This could shape the global financial markets in the near term:

Stocks: The US markets fell sharply, ie S&P 500 jatuh -1.8% & Nasdaq -2.4%.
*US Treasury bond: 10 year yield plunged to 3.79% & 2 year to 3.87%. Lowest for 2024.
USD: Fell last week especially vs yen and even smaller currencies ie ringgit, baht

(*Note: apabila bond yield jatuh bermakna harga bond naik. Ini kerana pelabur akan membeli bond sewaktu pasaran kewangan sedang berada di tahap berisiko tinggi. Jika yield naik bermakna harga bond turun).

The question is will the Federal Reserve cut interest rate more than 1 time this year, beginning in Sept and be more aggressive? Jika ini adalah path (aggressive cut) yang akan di ambil:

Pertama, USD akan terus lemah dan negara yang berada di opposite cycle (iaitu sedang naik rates atau even hold rates) akan alami aliran masuk dana asing, Japan, Malaysia, Thai maybe?

Kedua, risiko recession akan menyebabkan pelabur lebih berhati kepada pasaran saham buat masa ini dan tunggu dan lihat apa kah data ekonomi.

Apa yang berlaku minggu lepas ialah ringgit melonjak begitu tinggi dengan semua matawang dunia (except yen), seperti mana yang kita bincang dałam post X saya Khamis lalu (please refer to my X).

Have a good week ahead.

Bursa Malaysia ⚠️🟥

Intel to cut approximately 17,500 jobs (15% of workforce)


1. Cost-cutting initiative aims to save $10 billion by 2025.

2. Dividend payments suspended starting Q4 2024.

3. Focus on improving balance sheet and reducing debt.

4. Driven by declining revenues and increased competition in AI chip sector.

5. High operating costs and low profit margins cited as reasons.
- CEO Pat Gelsinger describes layoffs as necessary but "painful."

6. Efforts to streamline operations and increase efficiency.

@maahadbursa

Rakuten sees SNS riding AI server boom, ups target price to RM1.23

1. AI Server Boom: SNS to benefit from the surge in AI server demand.

2. Major Order: Secured RM85.5 million order for AI super servers from a leading e-commerce platform in Southeast Asia and Taiwan, to be delivered in Johor Bahru in August.

3. Strategic Partnership: Partnered with HIMSS for digital health solutions in Malaysia.

4. Growth Projections: Expected to deliver 300 AI super servers in FY2025, with continued growth in ICT business.

https://theedgemalaysia.com/node/719290

@maahadbursa

🧵 CTOS menang di Mahkamah Rayuan

Mac 2024 : CTOS kena saman RM200,000 -permohonan loan seorang wanita rejected sebab credit score rendah. Wanita tu claim cakap score tu salah dan dah maklum ke CTOS.

Julai 2024: Mahkamah Rayuan buat keputusan berlawanan - no defamation, no negligence and no breach of duty.

https://x.com/najibfazail/status/1810844994661666997

@maahadbursa

A: Jib, jom labur dekat XX

J: Boleh, bagi nama penuh hang. Aku nak check dulu dekat portal Semak Sebelum Labur

A: Errrrrr

Guys, kalau terima ajakan pasal pelaburan. Boleh terus semak sini:

https://www.sc.com.my/investment-checker

Kalau takda, besar kemungkinan scammer/unregistered agent.

@maahadbursa

UOB Kay Hian Securities memperkenalkan aplikasi terbaru UTRADE 3

Features moden merangkumi pasaran Bursa, SGX, HKEX, NASDAQ dalam satu apps sahaja.

SHARIAH FRIENDLY UNTUK SEMUA MARKET TERMASUK PASARAN US

Sesiapa yang sudah ada account UOB, boleh terus download:

Android : https://play.google.com/store/apps/details?id=com.uobkh.utrade3

Apple : https://apps.apple.com/app/id6478857986

Kalau masih belum ada, boleh open account patuh syariah di sini : https://bit.ly/UOBKHCOBMNF15R02KB

@maahadbursa X UOB Kay Hian Securities

SNS Network Receives RM85.52 Million Purchase Order for AI Super Servers

1. SNS Network Technology Bhd secured an RM85.52 million order.

2. The client is a major e-commerce platform in Southeast Asia and Taiwan.

3. Delivery is set for August 2024 to a data center in Johor Bahru.

4. The AI super servers are intended for AI, machine learning, and deep learning applications.

@maahadbursa