Klse Opportunity Investing

UOBKH Retail Market Monitor 9 January 2025 FBMKLCI: 1,614.83 (-14.96) Support: 1,613, 1600 Resistance: 1,648, 1,675 Bursa Top Gainers: PETGAS (+0.34%), YTLPOWR (+0.22%) Bursa Top Losers: MISC (-4.2%), PCHEM (-2.9%), MAXIS (-2.5%) Bursa Trade Statistics Local Institutions (40.83%): RM65.36M Local Retail (20.43%): RM46.11M Foreign (38.74%): -RM111.47m Global Equity Indexes MSCI Asia : 180.73 (-1.24, -0.68%) NASDAQ : 19,478.88 (-10.80, -0.06%) S&P500 : 5,918.25 (+9.22, +0.16%) DJIA : 42,635.20 (+106.84, +0.25%) USD/MYR : 4.5140 (+0.0265) SGD/MYR : 3.2991 (-0.0015) Crude Oil : 73.22 (-1.44) Gold : 2,660.04 (-3.66) US stocks were mixed after the close on Wednesday, as gains in the Healthcare, Industrials and Telecoms sectors led shares higher while losses in the Technology, Oil & Gas and Utilities sectors led shares lower. At the close in NYSE, the Dow Jones Industrial Average rose 0.22%, while the S&P 500 index climbed 0.14%, and the NASDAQ Composite index fell 0.07%. Falling stocks outnumbered advancing ones on the New York Stock Exchange by 1,539 to 1,225 and 95 ended unchanged; on the Nasdaq Stock Exchange, 2,322 fell and 999 advanced, while 90 ended unchanged. (Source: Investing.com) Stocks To Watch: 1) GREATEC (KLSE: 0208) Technical BUY with +24.2% potential return * Last: RM2.36 RM2.79, RM2.93 RM2.26 * Timeframe: 2 weeks to 2 months * Shariah: YES 2) SRIDGE (KLSE: 0129) Technical BUY on breakout (RM0.485) with +19.6% potential return * Last: RM0.47 RM0.555, RM0.58 SL: RM0.43 * Timeframe: 2 weeks to 2 months * Shariah: YES 3) MERCURY (KLSE: 8192) Technical BUY with +16.9% potential return * Last: RM0.975 TP: RM1.07, RM1.14 SL: RM0.885 * Timeframe: 2 weeks to 2 months * Shariah: YES Disclaimer: This material is a service for investors and does not represent a buy or sell call.

♨️ Fresh From Oven ♨️ *Technology (Maintain OVERWEIGHT)* It's been ages since we've seen this level of excitement in the sector! With all stars realigning: 🔹 USD/MYR swings back to RM4.41/USD from low of RM4.12/USD 🔹 Anticipation of stricter tariff to China semicon 🔹 Clearer visibility post presidential election *Bursa Malaysia Tech Index popped up 3% in the PM session* with names associated with Tech giants showing significant gains. ❗ Recall that the sector crashed early Aug24 - which was due to uneventful of: * Currency impact (✅ which has now stabilised) * Risk aversion towards cyclical (✅ which has already materialised, as evidenced in the valuation expansion in unexcited Big caps) * Capex delay in anticipation of uncertainty of presidential election (✅ now cleared) ✨ and with all of these dampeners being addressed and materialised, we believe there *could be just one more stumbling block - which is the earnings impact from forex on this coming 3Q24 results* which we will see in 2-3 weeks time. (hopefully Trump wont bother to impose tariff on MY...) *We are keeping our OVERWEIGHT call*, premised on: - An early cycle of recovery, - Stronger earnings momentum ahead - *channel checks up till this morning suggest an increasingly higher activities among Penang tech factories* (with integrated engineering solution provider + equipment makers) - Ample trade diversion opportunities and supply chain entrenchment. Most of the OSAT/Equipment players/integrated solution providers are trading at -0.5SD to -1SD below 5-year mean now. NationGate, Northeast, VS being our favourite picks. There are still names worth looking out for. Kindly reach out to myself should you need more elaboration, happy to assist. Thanks.

From UOBKH's DC

11.57 google update. Trump 大幅度领先这次的选举 非常大可能会胜选 股票市场大部分已经开始做出反应 - 可以看见美股期货上涨 比特币上涨 最要原因就是特拉普比较倾向于自由市场和减税为主目的 - 加上虽然他不确定性高 - 但是市场已经领教过他的领导下的经济体 - （没有大家想象的恐怖和利好美股 ） 股民们都比较倾向他的执政方式 也可以看到中国股市比较疲弱 （害怕特朗普加大幅度的中国商品关税 ） 会继续来加深贸易战 - 加剧版的贸易战 短期可能利好股市 利好些传统能源和成长股 因为特朗普主张减税和推动能源 （汽油 ）- 不利好青能源 （可能推出巴黎协议 ） 之后继续为大家跟进

GG + GG - Genm genting gtronic , Genetec Double GG

UOBKH Retail Market Monitor 27 June 2024 FBMKLCI: 1,590.95 (+5.57) Support: 1,575, 1,562 Resistance: 1,615, 1,635 Bursa Top Gainers: YTL (+3.0%), YTLPOWR (+3.0%), SIME (+1.5%) Bursa Top Losers: KLK (-1.4%), NESTLE (-0.82%), IOICORP (-0.80%) Bursa Trade Statistics Local Institutions (46.76%): +RM2.05m Local Retail (21.59%): -RM20.06m Foreign (31.65%): +RM18.00m Global Equity Indexes MSCI Asia : 180.42 (+1.48,+0.83%) NASDAQ : 17,805.16 (+87.51, +0.49%) S&P500 : 5,477.90 (+8.60,+0.16%) DJIA : 39,127.80 (+15.64,+0.04%) USD/MYR : 4.7220 (+0.0135) SGD/MYR : 3.4750 (-0.0003) Crude Oil : $80.59 (-0.10) Gold : $2,299.18 (-21.44) Major US stock indexes closed with modest gains on Wednesday after a choppy trading session, with investors holding their cards close to the vest ahead of a presidential debate and an inflation report closely watched by Federal Reserve policy makers. The Dow Jones Industrial Average rose 16.10 points, or 0.04%, to 39,128.26, the S&P 500 gained 8.61 points, or 0.16%, to 5,477.91 and the Nasdaq Composite gained 87.50 points, or 0.49%, to 17,805.16. (Source: Investing.com) Stocks To Watch: 1) EFRAME (KLSE: 0227) Technical BUY on breakout (RM0.725) with +19.3% potential return * Last: RM0.695 TP: RM0.83, RM0.865 SL: RM0.645 * Timeframe: 2 weeks to 2 months 2) EWINT (KLSE: 5283) Technical BUY on breakout (RM 0.445) with +33.7% potential return * Last: RM0.43 TP: RM0.535, RM0.595 SL: RM0.385 * Timeframe: 2 weeks to 2 months 3) LBALUM (KLSE: 9326) Technical BUY on breakout (RM 0.56) with +21.4% potential return * Last: RM0.54 TP: RM0.635, RM0.68 SL: RM0.51 * Timeframe: 2 weeks to 2 months Disclaimer: This material is a service for investors and does not represent a buy or sell call.

美股周二涨跌不一。投资者关注最近出现的板块轮动状况。美联储理事鲍曼称通胀面临上行风险，还不到降息的时候。美联储理事库克称就业增长或有所夸大，明年通胀料更快速降温。股价接连三日下跌的Nvidia反弹近 7%，美国股市涨跌互现。道指下跌 0.8%；标指上涨 0.4%；纳指上涨 1.3%。 美国道琼斯指数 ：-299.05 至 39,112.16点 标准普尔500指数 ：+21.43 至 5,469.30点 富时隆综指数 ：-4.28 至 1,585.38点 布伦特原油 ：-1.00 至 85.01元/桶 原棕油期货 ：-39 至 3,859令吉/公吨 马币/美元 ：-0.0078 至 4.7052 大马 ：上升股 316只，下跌股 838只。 国家银行核准 Kenanga Investment Bank 额外增持Merchantrade Asia私人有限公司的 15%股权。 基于净融资成本走低， Astro Malaysia 的 25财年首季净利按年上涨 7.0%至 1,701万令吉。 基于海外项目表现亮眼， Gamuda 的 24财年第三季净利按年上涨 5.6%至 2亿 3,580万令吉。 基于服装业务贡献走强， Magni-Tech Industries 的 24财年末季净利按年上涨 33.6%至 3,452万令吉。 IOI置业(IOI Properties) 总执行长兼大股东建议让公司共同参与其以 19亿令吉投标而得的新加坡Shenton House改建工程项目。 两家中国企业以约 1.4亿令吉价格为 凯辉国际(Keyfield International) 打造一艘住宿工作船只。 TRC Synergy 获颁大马皇家海军潜水艇基地设施维修保养合约，价值 1亿 2,500万令吉。 Ramssol 以 693万令吉收购泰国生成式人工智能软件咨询业者Geekstart的 51%股权。是一家数字技术公司，主要从事网络、移动和物联网应用程序的软件开发。该公司专门为企 业提供定制软件解决方案，开发、实施、集成和维护个性化软件项目。(Profit guarantee 4.7mil FY 24 ; 7.05mil FY 25)

《过去一周主要市场回顾与展望》 市场对美联储9月首降的预期因近期公布的经济数据（零售销售、CPI、PPI和初请均弱于预期，但PMI调查显示整体商业活动仍具有韧性）及其他央行的利率决策（ECB首降、SNB续降、BOE则暗示降息将近）而反复变动，加上撞上四巫日和标普系列ETF再平衡活动的搅局，美股指过去一周走势分化，主要是科技股带领回调，其他经济周期型股则转上， 总结一周，道指按周+1.45%（最低-0.41%；成份股按周普收涨），标普500按周+0.61%（最高+1.36%；科技和通信外，主要板块按周普收跌），纳指100按周+0.21%（最高+1.63%；前30按周普涨，其中NVDA和半导体类股创收盘新高）和费城半导体指数周涨-1.07%（最高+3.48%；成份股按周普涨）- 标普走势健康回调，如无意外周五的核心CPE数据将提振美股指延续升势；纳指在过去10年7月份的表现均上涨 下周前瞻： 25/ 6（周二）：美国6月咨商会消费者信心指数 27/6（周四）：美国Q1实际GDP年化季率终值、实际个人消费支出季率终值、核心PCE物价指数年化季率终值 28/6（周五）：美国5月核心PCE，美国6月密歇根大学消费者信心指数 24/6（周一）~28/6（周五）：多位美联储官员将继续发表例行讲话

UOBKH Retail Market Monitor 27 May 2024 FBMKLCI: 1,619.40 (-9.78) Support: 1,600, 1,575 Resistance: 1,635, 1,650 Bursa Top Gainers: SIME (+2.1%), KLK (+1.6%), GENTING (+0.42%) Bursa Top Losers: YTLPOWR (-8.0%), YTL (-5.2%), PETDAG (-2.6%) Bursa Trade Statistics Local Institutions (47.41%): +RM96.97m Local Retail (24.42%): -RM20.20m Foreign (28.17%): -RM76.77m Global Equity Indexes MSCI Asia : 179.39 (-1.41, -0.78%) NASDAQ : 16,920.79 (+184.76, +1.10%) S&P500 : 5,304.72 (+36.88, +0.70%) DJIA : 39,069.59 (+4.33, +0.01%) USD/MYR : 4.7115 (+0.0077) SGD/MYR : 3.4889 (+0.0030) Crude Oil : $77.80 (+0.08) Gold : $2,336.52 (+2.69) US stocks were higher after the close on Friday, as gains in the Technology, Utilities and Basic Materials sectors led shares higher. At the close in NYSE, the Dow Jones Industrial Average added 0.01%, while the S&P 500 index added 0.70%, and the NASDAQ Composite index climbed 1.10%. Rising stocks outnumbered declining ones on the New York Stock Exchange by 2,004 to 826 and 63 ended unchanged; on the Nasdaq Stock Exchange, 2,045 rose and 1,293 declined, while 140 ended unchanged. (Source: Investing.com) Stocks To Watch: 1) LOTUS (KLSE: 8303) Technical BUY with +31.1% potential return * Last: RM0.225 TP: RM0.27, RM0.295 SL: RM0.18 * Timeframe: 2 weeks to 2 months * Shariah: YES 2) MESB (KLSE: 7234) Technical BUY with +25.5% potential return * Last: RM0.49 TP: RM0.56, RM0.615 SL: RM0.425 * Timeframe: 2 weeks to 2 months * Shariah: NO 3) MHB (KLSE: 5186) Technical BUY with +23.3% potential return * Last: RM0.515 TP: RM0.59, RM0.635 SL: RM0.46 * Timeframe: 2 weeks to 2 months * Shariah: YES Disclaimer: This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information. For the full research report, please log in to www.utrade.com.my

第三季净利劲扬92% 美特工业派息3.5仙 https://www.klsescreener.com/v2/news/view/1295697

Can ekovest breakout new high ? small cup and handle formed

RAPID RAPID DOWN ~!

Maybulk

ATECH - reaching 7 month new high.

DCHCARE —> DCH CRACK🙈🙈