️Macro Alpha Analytics🫆

RON95 fuel subsidy mechanism to use MyKad, two-tier pricing system; over 85% will benefit - Amir Hamzah https://paultan.org/2025/03/27/ron95-fuel-subsidy-mechanism-to-use-mykad-two-tier-pricing-system-over-85-will-benefit-amir-hamzah/

陈立武指18A进展良好 英特尔将优先强化AI硬体 https://www.enanyang.my/node/658166

今日 IPO - HI Mobility 终于打破开红魔咒 🚀

Sarawak 子民福利满满 🤑

CEO Lip-Bu Tan agreed when he was hired to buy $25 million of stock directly from the chip company within his first 30 days. On Friday, he made good on that promise. Tan paid $25 million for 1,043,406 Intel shares on March 21, according to a form he filed with the Securities and Exchange Commission late Tuesday. The price per share was $23.96, the previous day’s closing price. Tan’s first day in the top post was Tuesday, March 18.

Intel Stock Could Soar If This Nvidia Rumor Is True https://www.fool.com/investing/2025/03/27/intel-stock-could-soar-if-this-nvidia-rumor-is-tru/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article&referring_guid=bea4f5d9-bd26-4dc2-b94b-5385cb5587e2

政府整合土著投资机构 国家股权公司将归PNB管？ | 中國報 China Press https://www.chinapress.com.my/20250327/%e6%94%bf%e5%ba%9c%e6%95%b4%e5%90%88%e5%9c%9f%e8%91%97%e6%8a%95%e8%b5%84%e6%9c%ba%e6%9e%84-%e5%9b%bd%e5%ae%b6%e8%82%a1%e6%9d%83%e5%85%ac%e5%8f%b8%e5%b0%86%e5%bd%92pnb%e7%ae%a1%ef%bc%9f/

Elon Musk Says DOGE Aims to Finish $1 Trillion in Cuts by End of May https://www.bloomberg.com/news/articles/2025-03-27/musk-says-doge-aims-to-finish-1-trillion-in-cuts-by-end-of-may

Ferrari Plans to Raise US Prices Up to 10% After Tariffs Hit https://www.bloomberg.com/news/articles/2025-03-27/ferrari-to-hike-some-prices-by-up-to-10-to-deal-with-tariffs

周二一度涨停板的 #MASTER 买家是 Muhibbah Engineering ‼️ Muhibbah Engineering Bhd (MEB） 通过其全资子公司 ITS Konsortium Sdn Bhd（ITSK） 增持 Master-Pack Group Berhad（MPGB） 的股份 🚧 根据通告，MEB 通过公开市场在 2025年3月25日至26日，收购 12,524,200 股 MPGB 普通股，总价约 RM54.65百万，平均价格为 RM4.36/股 🆕 MEB 早在 2022年 已收购 4,413,800 股 MPGB 股份 ✅ 经过此次增持，MEB 持有 16,938,000 股 MPGB，占 31.0% 股权，使 MPGB 成为 MEB 的联营公司。 MEB 的 持股平均价为 RM3.68/股。

午盘：综指走高建筑股领涨 ，#GAMUDA 涨近 7% 、#IJM #IWCITY #WCT 涨近 5%、 AI 概念股 #NATGATE 开低后走高，涨近 3% 📈

比尔·盖茨表示，未来十年，人工智能的进步将意味着世界上大多数...https://cj.sina.cn/article/normal_detail?u=https%3A%2F%2Ffinance.sina.com.cn%2Ftech%2Froll%2F2025-03-27%2Fdoc-ineqzwyx8332329.shtml

关税的尽头就是通胀，最终还是消费者买单 🙈 要买车的要快了。。。

特朗普对销美汽车征25％关税 新车价格恐涨逾4万 https://www.enanyang.my/node/657975

We deem Gamuda’s 1HFY7/25 results to be in line with expectations, anticipating a stronger performance in 2HFY7/25 driven by (i) a larger proportion of higher-margin local jobs (32% of 1HFY7/25 construction revenue vs. 14% a year earlier) and (ii) progressive ramp-up of early-stage property projects in Vietnam. Gamuda aims to double its construction revenue to RM22bn by FY27F from RM10.6bn in FY24 as margins normalise alongside more local job wins. Bolstered by RM35bn worth of high-conviction bids, there is upside risk to the group’s end-2025 order book target of RM40–45bn. Maintain Buy with an unchanged SOTP-based TP of RM5.50 (implied CY26F PE: 21x).

建筑板块涨势强力，早盘上涨 6.78点或 2.71%，带动综指反弹 📈 KLCI 目前涨近 10 点 至 1528.61 点 🚀