️Macro Alpha Analytics🫆

谢谢大家踊跃投票，原来还有这么多股友都是马股小迷弟/迷妹啊！ 华哥和搏杀表示：有你们真好！明年可以推动 IPO 上 120 只啦！ 一起策马奔腾吧～️🐎📈

目前 BKIP（Batu Kawan Industrial Park）1.0 和 2.0 已经全面发展完成，地皮已基本售罄。槟州发展机构（PDC）已启动 BKIP 3.0 的开发计划，新一阶段预计涉及约 60英亩的地皮，继续坐落于 Batu Kawan – Seberang Perai 区域。 这个区域已吸引众多知名发展商的关注，显示出其强劲的发展潜力 ▶️ 1. Scientex Berhad 于 2023年以 4.62亿令吉的价格收购 708.5英亩位于 Seberang Perai Selatan（南威省） 的大面积地皮，显示其在该区长远发展的战略布局。 2. IJM Land 也在 Seberang Perai 筹建其项目，购入 约70英亩地皮，发展总值（GDV）高达 6.3亿令吉。 3. EcoWorld、Mah Sing、Aspen Group 等大型发展商也已陆续在 Batu Kawan 和其周边进行住宅及商业项目开发。

🚀【森美兰崛起？MVV 2.0成催化剂】 Negeri Sembilan 正在快速脱胎换骨！ 金务大在波德申布局云端与数据中心，SD Guthrie 联手 NS Corp 和 Ecoworld 打造超千英亩工业园，再加上 Matrix Concept的MVV City项目，森美兰正迎来工业与数码基建双引擎增长。 地段＋政策＋龙头企业加持＝资产重估潜力？ 相关概念股：GAM 、SDG 、ECO 、MCH 「森」势力🌱

卖香水的、卖菜的、卖虾的、画2D动画的、开直播网卖得，全都 IPO了 ✅ 现在连“我妈隔壁王大爷”都开始琢磨上市路径了。 接下来，说不定咱就能看到： 【“香蕉一炸，市值八亿”——国内首家炸香蕉企业敲钟上市！】 记者采访创始人老李：

“我们专注把每一根香蕉炸得酥脆入魂，每一口都是资本的味道。”

市场起伏，要灵活应对 现在的市场不稳定，我们建议“涨了就卖”，但也要准备好“跌了就买”。接下来几个月，经济数据可能不好看，市场可能会再紧张。不过我们希望中美的关税谈判能在2025年第四季有进展，加上美国选举前可能推出的利好政策，或能带动投资情绪，让KLCI有机会走高。 波动还在，别太乐观 虽然中美关系看起来有点缓和，但我们觉得短时间内不会有结果。上次贸易战拖了快两年才解决。这次市场反弹太快了，风险可能被低估。另外，美国要修复和盟友的关系也需要时间。总的来说，有“混乱之王”特朗普在，市场还是会很波动。 - HLIB

Twists and turns. Under current market conditions, we advocate to Sell on Strength, with a readiness to pivot to Buy on Weakness strategy when opportunity arises. Over the next few months, we anticipate uninspiring hard data to sprout and this may cause market to be jittery again. However, we are hopeful that progress on tariff negotiations will materialize by 4Q25, helping to boost clarity and confidence. This, coupled with pro-market efforts ahead of Trump’s 2026 US mid-term elections, could spur stronger investor participation and pave the way for a more sustained KLCI re-rating later on. - Hong Leong Investment Bank 🏦

接下来，政府可能会出台一系列政策措施以刺激国内消费和国内经济等。此外，预计政府还将加快推进大型基础设施项目，以提振投资、带动相关产业链发展，从而对经济形成有效拉动 ✅

华哥让大家买国产货，咱也想支持，可一到买单的时候，心里就犯嘀咕：差不多的货，贵那么多，真有点难 🤷‍♀

Anwar urges local consumption as US tariffs impact global economy, says Malaysia must stay independent | Malay Mail https://www.malaymail.com/news/malaysia/2025/05/05/anwar-urges-local-consumption-as-us-tariffs-impact-global-economy-says-malaysia-must-stay-independent/175669

Ford Motor Co. became the latest big name to warn that President Donald Trump’s trade war is about to do significant damage at home. The iconic US company said it suspended its full-year financial guidance, pinning the blame in part on auto tariffs. Ford said it expects Trump’s levies to reduce 2025 adjusted earnings before interest and taxes by about $1.5 billion on a net basis this year. - Bloomberg  

Zafrul部长说，大马正与美国谈判，希望把美方关税降到零。但美国开出4个条件： 1. 减少顺差：美方不满我们每年赚他们250亿美元，要我们“平衡”一下。 2. 流程太慢：像清真认证程序被视为贸易障碍，希望我们加快效率。 3. 科技管控：要我们确保半导体等高科技产品不会流向“敏感国家”。 4. 投资要配合：我国官联机构在美投了约450亿美元，美方要我们投他们“认可”的领域。

• Washington has made four demands for Malaysia to fulfil amidst negotiations to reduce US tariffs, Investment, Trade and Industry Minister Tengku Zafrul revealed. “We’re not just looking to reduce it — our goal is to bring it down to zero." •⁠ ⁠Demands include US' trade deficit with Malaysia, which amounts to US$25 billion (RM105.25 billion) according to US data. • Non-tariff barriers include, for example, the long process to obtain a halal certification. "It’s not about the halal certification, but the process itself, why it’s taking longer than other certifications.” • As for safeguarding technology, the US wants to ensure countries like Malaysia, Singapore, and Indonesia do not allow technology like semiconductor chips to be shipped or smuggled to other nations. •⁠ ⁠Another demand is for Malaysia to invest in the US in areas they approve of. GLCs and GLICs alone have invested nearly US$45 billion (RM189.4 billion) into the US' bond and equity markets. Full report: https://www.malaysiakini.com/news/742296

股友不要问小篇怎么看，小篇哪里懂这么多。马股现在 IPO 多到像过年放鞭炮，一连串“啪啪啪啪”响不停🧨🧨🧨。才发现今天又来一只新 IPO，小篇只能边喝 kopi O ☕ 边叹气：“这年头，新股比电视连续剧还要长命啊～”📺📈