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Channel Posts
| 2 | https://www.nst.com.my/business/corporate/2026/07/1484990/sk-hynix-raises-us265-billion-us-offering-after-pricing-adrs | 83 |
| 3 | HOT AFTERNOON | Trade Wizard
大家下午好！今天下午有几个超爆的新闻，马股直接冲破1690，还有首只游戏股要来 IPO 了！
1. 大马迎来首只视频游戏股！CIB 发展拟上创业板
Malaysia to welcome its first-ever video game IPO as CIB Development targets ACE Market
代理著名游戏《墨香》和《天龙八部》的CIB发展递交了草拟招股书，计划在大马创业板上市。这家由前Intel工程师领军的公司在2025财年赚了RM862万 (RM8.62m)，未来还要派发高达30%的股息，简直是steady。
This publisher is going for a local listing, making it Bursa's very first pure-play video game counter. Tech and gaming enthusiasts should definitely keep this on their watchlists lah.
https://news.seehua.com/post/1511930
2. 森那美产业联手ESR扩建武吉拉惹物流园
SD Property and ESR expand Bandar Bukit Raja logistics hub
森那美产业（SIMEPROP）在Bandar Bukit Raja加码增建两个A级物流设施。由于之前的首两期已经完全租满，这次扩建将把总物流面积推高到420万平方呎以上，连蜜雪冰城都提早抢摊进驻了。
The joint venture is adding Metrohub 3 and 4 to meet the crazy high demand for industrial properties near Port Klang. This is super good news for Bursa's industrial and logistics sector sentiment.
https://www.nst.com.my/business/corporate/2026/07/1485157/sd-property-esr-expand-bukit-raja-logistics-hub
3. 马股半天大涨17点！强势冲破1690点大关
Bursa jumps over 17 points at midday to breach key 1,690 psychological level
今天早盘马股直接冲锋，在蓝筹股强势买盘和区域股市大涨的带动下一路向北。综指最高飙到1696点，半天收在1694.83点，整个大市的气氛直接被带飞，简直稳到没朋友。
Robust buying in heavyweight blue chips pushed our KLCI past key resistance levels in morning trade. Traders are cheering as the bullish momentum is looking extremely strong heading into the weekend.
https://www.sinchew.com.my/news/20260710/finance/7658076
4. SK Hynix纳斯达克挂牌！$265亿IPO能否打破“韩国折价”？
SK Hynix makes giant $26.5 billion Nasdaq debut to test "Korea discount"
韩国半导体巨头SK Hynix在美股上市ADR，集资了约$265亿 ($26.5b)，希望能解决长久以来估值偏低的问题。作为高带宽内存（HBM）的领头羊，他们在纳斯达克上市可以说是半导体界的大动作。
This massive $26.5 billion ($26.5b) US listing gives them direct access to global funds to fuel their expansion. Local semiconductor and OSAT players on Bursa will be watching closely for any positive spillover effect.
https://www.cnbc.com/2026/07/10/sk-hynix-debuts-on-nasdaq-will-that-bridge-its-korea-discount-.html
马股今天冲到这么猛，大家觉得下周会不会直接破1700点大关？
With Bursa surging so high today, do you think we will break the 1,700-point mark next week?
✨✨✨📈📈📈
👉使用荣获多个奖项的马股AI分析工具，享受14天免费试用！:
https://www.thetradewizard.com/?r=NTSVQn
👉加入我们一起讨论：
https://t.me/tradewizardglobal
👉 Use our award-winning AI tool for Malaysian stock analysis with 14 days free trial ! :
https://www.thetradewizard.com/?r=NTSVQn
👉 Join us for discussion:
https://t.me/tradewizardglobal
Trade Wizard
Educational use only | 92 |
| 4 | 🌍 TRADE WIZARD Daily News Highlights 10/7/26 - Friday 🌍
🔥 TODAY'S FOCUS: US-Iran crisis cooling down as oil prices tank! LPI set to splash RM737m in special divvies!
📊 OVERNIGHT US MARKET WRAP
🇺🇸 S&P 500: +0.81% | Nasdaq: +1.30%
━━━━━━━━━━━━━━━━━━
⭐ KEY STORIES
━━━━━━━━━━━━━━━━━━
🌐 GLOBAL MARKET
1️⃣ US-Iran crisis sees a turning point! Global oil prices tank 2% 📉 🔥
🎈 Mediators stepped in to prevent a full-scale war, causing Brent crude to drop 2.2%.
🎈 US airstrikes on 90 targets in Iran previously sparked major supply disruption fears.
🎈 Qatar and Pakistan are actively pushing both sides to get back to the negotiating table. 🤝
🎈 Citibank predicts both nations will resume talks within weeks to avoid damaging energy infrastructure.
🎈 Although shipping in the Strait of Hormuz slowed down due to the conflict, the market doesn't expect a total shutdown. 🚢
👀 Stocks to Watch: HIBISCS, DIALOG — Changes in global crude oil prices directly impact the revenue of O&G upstream players and demand for oil engineering services.
🇲🇾 MALAYSIA MARKET
2️⃣ LPI cashes out and set to dish out RM737 million special dividend! 🎁 🚀
🎈 BIMB predicts LPI will splash RM737 million as special dividends for shareholders after selling off shares.
🎈 LPI completed the sale of PBBANK shares in May, successfully cashing out RM1.05 billion.
🎈 70% of the proceeds will be distributed over 18 months, with the rest used for reinvestment.
🎈 RM100 million has already been deployed into two banking stocks, while RM208 million is placed in FDs.
🎈 BIMB forecasts LPI's FY2026 dividend per share could hit RM2.23, driven by the special payout.
3️⃣ AAX takes over all aviation business! Officially renamed to AirAsia Group ✈️
🎈 AAX has officially changed its name to AirAsia Group Bhd, effective from July 9.
🎈 This reflects the group's full acquisition and integration of CAPITALA's aviation businesses.
🎈 The group’s new goal is to build the world’s first low-cost network airline. 🌟
🎈 As of Thursday, AirAsia Group closed at RM1.13.
🎈 The stock is down 35% year-to-date, with a latest market cap of RM3.79 billion. 📉
━━━━━━━━━━━━━━━━━━
⚡️ QUICK NOTES
🌐 GLOBAL MARKET
4️⃣ Fed policy outlook heavily split! Rate hike probability for this year spikes 📈
🎈 The Fed's June meeting minutes show policymakers are seriously divided on the interest rate direction by year-end.
🎈 Kalshi traders now see a 54% chance of a rate hike this year.
🎈 Prediction markets show a 62% chance of a hike occurring before July 2027.
5️⃣ Trump talks tough! May use emergency act to "cut off" US-Spain trade 🚫
🎈 US trade reps say Trump could unilaterally interrupt all trade with Spain according to the law.
🎈 Trump could invoke the International Emergency Economic Powers Act (IEEPA) to slap economic sanctions on Spain.
🎈 This comes as Trump is unhappy with Spain's refusal to hike defense spending to 5% of GDP.
🇲🇾 MALAYSIA MARKET
6️⃣ AEONCR Q1 net profit jumps 23% 🚀
🎈 AEONCR’s first-quarter net profit rose 23% year-on-year to RM95.15 million.
🎈 Q1 revenue grew 8% to RM648 million, mainly driven by loan growth.
🎈 Its associate, AEON Bank, contributed a continuous loss of RM17.69 million.
━━━━━━━━━━━━━━━━━━
💬 US-Iran crisis is cooling down and oil prices are tanking. Where do you think O&G stocks are heading next? A) Bottom out and rebound 📈 B) Stay down 📉?
#DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia #OilAndGas #Banking #Logistics #HIBISCS #DIALOG #LPI #AIRASIA #AEONCR #Earnings
✳️ Compiled by: 📈Trade Wizard 📈TED Optimus
⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations.
Join Telegram▶️: https://t.me/tradewizardglobal | 111 |
| 5 | 🌍 《TRADE WIZARD 每日新闻重点》10/7/26 - 星期五 🌍
🔥 今日焦点：LPI套现10.5亿，豪掷7.37亿派特息！
📊 隔夜美股速览
🇺🇸 S&P 500: +0.81% | Nasdaq: +1.30%
━━━━━━━━━━━━━━━━━━
⭐ 必读 KEY STORIES
━━━━━━━━━━━━━━━━━━
全球 Global
1️⃣ 美联储政策前景大分裂！今年加息概率意外飙升 📈 🔥
🎈 美联储公布的6月会议纪要显示，决策者对今年底利率走向存在严重分歧。
🎈 Kalshi交易员目前预计美联储今年加息的概率为54%。
🎈 预测市场显示，2027年7月前加息的概率达62% 📊
🎈 此外，Kalshi交易员押注今年零降息的概率已升至76%。
🎈 美国5月PCE通胀率达4.1%，创下2023年4月以来新高。
👀 延伸关注：MAYBANK、PBBANK — 升息环境与高利率通常有助于维持银行的净利息收益率（NIM）。
本地 Malaysia 🇲🇾
2️⃣ LPI卖股套现豪掷7.37亿令吉派特息！🎁 🚀
🎈 BIMB预测LPI卖股后将豪掷7.37亿令吉向股东派发特别股息。
🎈 LPI在5月已完成脱售PBBANK股份，成功套现10.5亿令吉。
🎈 售股所得的70%将在18个月内逐步分发，其余将重新用于投资。
🎈 其中1亿令吉已部署至两只银行股，另有2.08亿令吉暂存定存。
🎈 BIMB预测LPI在FY2026年受特息回馈推动，每股股息可达2.23令吉。
3️⃣ AAX拿下全数航空业务！正式易名AirAsia Group ✈️
🎈 AAX正式更名为AirAsia Group Bhd，7月9日起生效。
🎈 这反映了公司全面收购并整合CAPITALA旗下航空业务。
🎈 集团新目标是打造全球首家低成本网络航空公司。🌟
🎈 截至周四，AirAsia Group收盘价为1.13令吉。
🎈 该股今年迄今已下跌35%，最新市值达37.9亿令吉。📉
━━━━━━━━━━━━━━━━━━
📌 简报 QUICK NOTES
━━━━━━━━━━━━━━━━━━
全球 Global
4️⃣ 美伊危机现转机！此前飙升的国际油价应声大跌2% 📉
🎈 斡旋国出手阻止美伊全面开战，布伦特油价应声下跌2.2%。
🎈 美军此前空袭伊朗境内90个目标，一度引发供应中断担忧。
🎈 Citibank预测美伊将在数周内恢复谈判，避免能源设施受损。
👀 延伸关注：HIBISCS — 作为纯上游石油勘探和生产公司，其原油销售价格和收入高度依赖国际布伦特原油价格走势。
5️⃣ 川普放狠话！或动用紧急法案“砸”断美西贸易关系 🚫
🎈 川普可动用《国际紧急经济权力法》对西班牙实施经济制裁。
🎈 起因是川普不满西班牙拒绝将国防开支提高至GDP的5%。
🎈 目前美西两国“断交式”贸易停摆并非迫在眉睫。
本地 Malaysia 🇲🇾
6️⃣ AEONCR首季净利飙升23% 🚀
🎈 AEONCR第一季度净利润同比增长23%至9515万令吉。
🎈 首季营业额增长8%至6.48亿令吉，主要由贷款增长推动。
🎈 旗下联营公司 AEON Bank 带来1769万令吉的持续亏损。
━━━━━━━━━━━━━━━━━━
💬 LPI豪派特息，你会选择继续持有（A）还是套现离场（B）呢？
#银行 #油气 #物流
✳️ 新闻整理：📈Trade Wizard 📈TED Optimus
⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议 and/or 任何投资建议。
Join Telegram▶️: https://t.me/tradewizardglobal | 102 |
| 6 | HOT AFTERNOON | Trade Wizard
大马下午茶时间到！今天马股有惊人的跨界好戏，还有国际油价突然飙高，等下国行又要公布OPR，赶紧来看看今天最抢眼的4个市场焦点！
1. 卖鸡煲也能跨界！CCH控股夺RM2亿数据中心合约
Chicken Claypot House parent CCH Holdings wins RM2亿 (RM200m) data center contract
鸡煲之家的母公司CCH控股竟然跨界，拿到价值RM2亿的数据中心维护服务合约。看来大马现在的数据中心风口真的太强，连餐饮大佬沾到边都能起飞。
CCH Holdings secured a massive RM2亿 (RM200m) data center maintenance and support contract. This unexpected crossover shows the data center theme is still insanely hot for any stock with a connection.
https://www.sinchew.com.my/news/20260709/finance/7655244
2. 特朗普又放狠话！国际油价狂飙超过4%
Oil prices spike over 4% as Trump threatens Iran
特朗普大放厥词威胁要轰炸伊朗和重启海上封锁，搞到中东局势又紧张起来，国际油价直接暴涨。这波原油大涨肯定会刺激马股的石油气板块，油气股下午盘可以密切留意。
Oil prices surged after Trump threatened military strikes and a naval blockade against Iran. This sudden spike is bound to inject fresh trading momentum into Bursa’s O&G counters.
https://www.cnbc.com/2026/07/08/oil-prices-brent-wti-iran-us-hormuz.html
3. AEONCR首季净赚RM9516万 业绩稳稳哒
Aeon Credit Q1 net profit rises to RM9516万 (RM95.16m)
AEON信贷第一季交出漂亮成绩单，净利润稳健增长到RM9516万。公司接下来还要利用AEON生态圈和旗下数码银行来扩大客群，业务势头还是很有看头。
Aeon Credit kickstarted its financial year with Q1 net profit rising to RM9516万 (RM95.16m) on solid loan growth. The group plans to leverage its digital bank and broader AEON ecosystem to sustain its strong business momentum.
http://www.thestar.com.my/business/business-news/2026/07/09/aeon-credit-records-increase-in-1q-net-profit-to-rm9516mil
4. 观望OPR决定 马股半天微跌4.84点
Bursa slips at midday ahead of crucial OPR decision
国行今天下午公布OPR利息决定，市场情绪转为谨慎，导致富时隆综指半天跌了4.84点。虽然大家预测会维持在2.75%，但散户们现在都不敢乱乱动，选择安全第一。
The FBM KLCI slid 4.84 points by midday as traders adopt a defensive stance ahead of Bank Negara’s OPR decision today. While economists widely expect the rate to hold at 2.75%, most players prefer to stay on the sidelines.
https://www.nst.com.my/business/corporate/2026/07/1484344/bursa-malaysia-lower-midday-ahead-opr-announcement
大家觉得国行等下的OPR会维持不变，还是会有意外惊喜？油气股和数据中心概念股你更看好哪一个？
Do you think BNM will keep the OPR unchanged today, or are we in for a surprise? Are you looking closer at O&G or data center stocks?
✨✨✨📈📈📈
👉使用荣获多个奖项的马股AI分析工具，享受14天免费试用！:
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👉加入我们一起讨论：
https://t.me/tradewizardglobal
👉 Use our award-winning AI tool for Malaysian stock analysis with 14 days free trial ! :
https://www.thetradewizard.com/?r=NTSVQn
👉 Join us for discussion:
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| 7 | 🌍 TRADE WIZARD Daily News Highlights 09/07/26 - Thursday 🌍
🔥 TODAY'S FOCUS: Trump strikes Iran overnight, global oil prices fly over 5%!
📊 OVERNIGHT US MARKET AT A GLANCE
🇺🇸 S&P 500: -0.28% | Nasdaq: +0.20%
━━━━━━━━━━━━━━━━━━
⭐ KEY STORIES
━━━━━━━━━━━━━━━━━━
🌐 GLOBAL
1️⃣ Trump threatens to bomb Iran! Oil prices gap up and explode 🔥
🎈 Trump announced the end of the US-Iran ceasefire agreement, threatening to bomb Iran again and restart the maritime blockade.
🎈 US forces conducted overnight airstrikes on over 80 targets inside Iran, causing geopolitical tensions to escalate big time.
🎈 WTI crude futures shot up 4.4%, closing at $73.52 per barrel.
🎈 Brent crude surged 5.2%, settling at $78.02 per barrel.
🎈 The US Treasury canceled the authorization that previously allowed Iran to sell oil.
🎈 Iran warned that any further attacks would be met with force and a blockade of the Strait of Hormuz.
Stocks to Watch: HIBISCS, DIALOG — The crude oil price spike directly benefits upstream E&P players and downstream tank terminal operators' revenue.
🇲🇾 MALAYSIA
2️⃣ Boardroom battle at PRG! 2nd largest shareholder tries to kick out MD again 🚀
🎈 PRG's second-largest shareholder Sheah Kok Fah, along with other shareholders, is calling for an EGM to oust the Managing Director.
🎈 This is Sheah Kok Fah’s second attempt to remove MD Andrew Chan.
🎈 The internal feud involves a RM37.17 million debt dispute from related party transactions where PDM owes money to PRG's subsidiaries.
🎈 PRG is also facing a statutory demand from major shareholder Ng Yan Cheng to recover a RM21.22 million loan.
🎈 Hit by bad news, PRG’s market cap shrunk to RM44.13 million at Wednesday's close.
3️⃣ Apple splashes $30B to deepen chip tie-up with Broadcom
🎈 AAPL and AVGO have inked a multi-year chip deal worth over $30 billion.
🎈 The deal is expected to produce over 15 billion chips made right in the USA.
🎈 Plans include investing $1.5 billion to expand Broadcom’s factory in Colorado.
🎈 This is Apple’s largest manufacturing investment in the US to date.
🎈 Both parties will collaborate on custom ASIC chips, with the agreement lasting until 2031.
Stocks to Watch: INARI — As the main OSAT partner for Broadcom’s RF chips, they are the direct proxy to benefit from this massive chip deal.
━━━━━━━━━━━━━━━━━━
⚡️ QUICK NOTES
━━━━━━━━━━━━━━━━━━
🌐 GLOBAL
4️⃣ Fed split: Inflation risks spike, internal "family feud" breaks out
🎈 Fed’s June meeting minutes show officials have serious disagreements on the future path of interest rates.
🎈 New Chair Kevin Warsh jokingly called this policy debate a "family feud".
🎈 The committee voted unanimously to keep the benchmark rate between 3.5%-3.75% for now.
🇲🇾 MALAYSIA
5️⃣ EITA bags RM20.5 million Indonesia data center contract!
🎈 EITA’s Furutec Electrical secured a supply contract for an Indonesian data center.
🎈 The deal is worth RM20.5 million and is expected to start from June 2026.
🎈 The company will supply and deliver busway systems for high-capacity power distribution.
6️⃣ PMIBHD scores RM17 million filtration system supply deal!
🎈 PMIBHD’s subsidiary grabbed a RM17 million contract for membrane filtration solutions.
🎈 The 12-month contract was awarded by an undisclosed local "Company A".
🎈 This is another win following their RM26.49 million Selangor water project secured back in June.
━━━━━━━━━━━━━━━━━━
💬 Trump’s overnight strike on Iran triggered a massive oil spike. You think oil will break $80 next? A. Yes, things will escalate further | B. No, just short-term panic
#OilAndGas #Semiconductor #Tech #DataCenters #HIBISCS #DIALOG #PRG #INARI #EITA #PMIBHD #DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia
✳️ Compiled by: 📈Trade Wizard 📈TED Optimus
⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations.
Join Telegram▶️: https://t.me/tradewizardglobal | 149 |
| 8 | 🌍 《TRADE WIZARD 每日新闻重点》09/7/26 - 星期四 🌍
🔥 今日焦点：川普对伊朗动手！国际油价深夜暴涨超5%
📊 隔夜美股速览
🇺🇸 S&P 500: -0.28% | Nasdaq: +0.20%
━━━━━━━━━━━━━━━━━━
⭐ 必读 KEY STORIES
━━━━━━━━━━━━━━━━━━
全球 Global
1️⃣ 川普威胁轰炸伊朗！国际油价应声暴涨 🔥
🎈 川普宣布美伊停火协议结束，威胁将再次轰炸伊朗并重启海上封锁。
🎈 美军深夜空袭了伊朗境内超80个目标，导致地缘政治局势急剧升级。
🎈 WTI原油期货暴涨4.4%，收于每桶73.52美元。
🎈 Brent原油期货飙升5.2%，结算价达每桶78.02美元。
🎈 美国财政部取消了此前允许伊朗出售石油的授权。
🎈 伊朗警告称，若再遭袭击将以武力回应并封锁霍尔木兹海峡。 🚨
👀 延伸关注：DIALOG、HIBISCS、YINSON — 作为油气服务与生产商，国际油价暴涨将直接提升其业务利润与估值。
本地 Malaysia 🇲🇾
2️⃣ PRG爆发内讧！第二大股东二度出手逼宫罢免董事经理 🚀
🎈 PRG第二大股东Sheah Kok Fah联合其他股东，要求召开特大罢免董事经理。
🎈 这已是Sheah Kok Fah第二次尝试罢免董事经理Andrew Chan。
🎈 内讧起因涉及PDM拖欠PRG旗下公司3717万令吉的关联交易债务纠纷。
🎈 PRG还面临大股东Ng Yan Cheng追讨2122万令吉贷款的法定索偿。
🎈 受利空消息影响，PRG周三收市时市值缩水至4413万令吉。📉
3️⃣ Apple豪掷300亿美金深化与Broadcom芯片合作
🎈 AAPL与AVGO达成逾300亿美金的多年芯片协议 📈
🎈 该协议预计将生产超过150亿颗美国本土制造的芯片
🎈 计划投入15亿美金扩建Broadcom在科罗拉多州的工厂
🎈 这是Apple迄今为止在美国本土最大规模的制造投资 🇺🇸
🎈 双方将合作开发定制ASIC芯片，协议期至2031年
━━━━━━━━━━━━━━━━━━
📌 简报 QUICK NOTES
━━━━━━━━━━━━━━━━━━
全球 Global
4️⃣ 美联储分歧：通胀风险飙升，内部爆发“家族内斗” 💥
🎈 美联储公布6月会议纪要，官员对未来利率走向存在严重分歧。
🎈 新任主席Kevin Warsh将此次政策辩论戏称为“家族内斗”。
🎈 决策小组一致投票决定，将基准利率维持在3.5%-3.75%之间。
本地 Malaysia 🇲🇾
5️⃣ EITA斩获2050万令吉印尼数据中心合约！⚡
🎈 EITA旗下Furutec Electrical获得印尼数据中心供应合约。
🎈 该合同总价值达2050万令吉，预计将从2026年6月起执行。📅
🎈 该公司将负责供应和交付高容量配电的母线槽系统。
6️⃣ PMIBHD斩获1700万令吉过滤系统供应合同！🤝
🎈 PMIBHD旗下子公司夺得价值1700万令吉的膜过滤方案供应合同。
🎈 该合同由大马本地一家未公开身份的A公司授予，为期12个月。
🎈 PMIBHD将负责为食品加工业供应、交付并监督安装和调试过滤系统。
━━━━━━━━━━━━━━━━━━
💬 川普重拳出击导致油价暴涨，你认为油价会重返100美元大关吗？ (A: 会 / B: 不会)
#油气 #科技 #数据中心 #半导体
✳️ 新闻整理：📈Trade Wizard 📈TED Optimus
⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议和/或任何投资建议。
Join Telegram▶️: https://t.me/tradewizardglobal | 132 |
| 9 |  原来一顿饭就能投资蓝筹股?!
“看着 #蓝筹股 有好行情但没本钱😭难道只能当个看客吗？”
2026年波动剧烈的股市，传统的“死守”已经过时了;
很多散户都有一个误区：需要有几十千以上资金才能在 蓝筹股投资中获得高收益
别再让“本金不足”成为你通往财富自由的绊脚石了📢
❌ 你以为你差的是“本钱”，其实你差的是“工具”！
在大马股市，有一套被 90% 散户忽略的【2026 股市生存法则】：不求本钱多，只求杠杆准！ 🎯
如果你只需花一顿像样的晚餐钱（3位数资金）就能操控价值 5位数的蓝筹股仓位，当股价波动时，你获得的收益率是直接买股票的数倍甚至十倍。这就是 #StructuredWarrant #结构性权证 的爆发力！
但这绝对不是盲目博彩！
如果没有正确的策略
#杠杆 就是一把双刃剑。
这就是为什么你需要一位真正实战、懂市场“潜规则”的引路人👇
👨🏫 授课导师：Warren Mak
他是大马顶尖实盘股票与恒生指数 Structured Warrant 导师！Warren 老师拥有超过 30 年的金融实战经验，他最擅长的就是把复杂的权证逻辑，拆解成散户都能听懂的“快、准、稳”交易策略
在这场 《Structured Warrant 策略公开课》 中，老师将用 2 小时带你：
1️⃣ 思维重构：如何用 3 位数资金布局马股蓝筹，实现小钱办大事
2️⃣ 避坑指南：识破权证陷阱，别让你的本金白白流失
3️⃣ 实战技巧：掌握“快准稳”的选股工具，提高交易胜率
别再抱怨本钱少，也别再把钱浪费在没把握的投机上
选对工具，你也能在 2026 年的股市波动中生存并获利 🌊
📅 14 July 2026 (Tuesday)
🕗 08:30 AM – 10:30 AM
💻 Zoom (Online)
👇 马上点击下方链接报名，掌握属于散户的“致富法则”！
https://tinyurl.com/SWTrade24062026TgPublic1
选对工具，小钱也能办大事🤝💪
#TradeWizard
#TEDOptimus
#WarrenMak
#蓝筹股
#StructuredWarrant
#StockMarket | 156 |
| 10 | 🌍 TRADE WIZARD Daily News Highlights 08/07/26 - Wednesday 🌍
🔥 TODAY'S FOCUS: US military launches heavy airstrikes on Iran, global markets under pressure as oil prices spike
📊 OVERNIGHT US MARKET SNAPSHOT
🇺🇸 S&P 500: -0.45% | Nasdaq: -1.16%
━━━━━━━━━━━━━━━━━━
⭐ MUST-READ KEY STORIES
━━━━━━━━━━━━━━━━━━
🌐 GLOBAL
1️⃣ US military launches massive airstrikes on Iran! Middle East powder keg ignited, oil prices spike 🛢️
🎈 US CENTCOM announced a series of heavy airstrikes on Iran as punishment.
🎈 This is a revenge move after Iran attacked 3 merchant ships in the Strait of Hormuz recently.
🎈 The US already revoked Iran’s oil sanction waivers earlier on Tuesday. 🚫
🎈 Markets are worried that escalating conflict might lead to another closure crisis at the Strait of Hormuz.
🎈 Renewed US-Iran tensions are weighing down global markets, causing international oil prices to spike sharply. 📈
👀 STOCKS TO WATCH: HIBISCS, DIAL — Local O&G upstream and midstream service providers, direct beneficiaries if oil prices continue to fly.
🇲🇾 MALAYSIA
2️⃣ ZETRIX bags national-level blockchain infrastructure project in Philippines! 🚀
🎈 ZETRIX signed with the Philippine government to develop the country’s public blockchain infrastructure.
🎈 Project includes cross-border interoperability and verification of national digital IDs between Malaysia and Philippines.
🎈 Philippines is the second country after Malaysia to adopt the ZETRIX protocol.
🎈 ZETRIX has been operating in the Philippines for nearly a decade, providing various digital government services.
🎈 ZETRIX share price closed at 75.5 sen on Tuesday, with group market cap hitting RM6.08 billion. 🔥
3️⃣ Samsung profit jumps 18x but still gets dumped, global chip stocks crash! 📉
🎈 SSUN-FF (Samsung) shares tanked 8% mainly because its AI earnings guidance failed to meet sky-high market expectations.
🎈 SKHY (SK Hynix) plans to list in the US this Friday, looking to raise $28 billion.
🎈 😮 Global chip stocks facing a massive sell-off, semiconductor ETF SOXX plunged 5%.
🎈 US memory giants MU and SNDK saw share prices heavy selling, dropping 5% and 7% respectively.
🎈 🇨🇳 Rumours say China’s AI giant Deepseek is developing its own chips to bypass US export bans.
👀 STOCKS TO WATCH: INARI, MPI — Local semiconductor OSAT giants, business performance is highly correlated with the global chip cycle.
━━━━━━━━━━━━━━━━━━
⚡️ QUICK NOTES
━━━━━━━━━━━━━━━━━━
🌐 GLOBAL
4️⃣ US ends Iran oil sale waivers! Tensions rise in Middle East, oil prices could moon 🛢️
🎈 US Treasury announced the revocation of waivers that allowed Iran to sell oil globally.
🎈 This move follows several attacks on merchant ships in the Strait of Hormuz this week.
🎈 The US originally intended to extend the oil sanction waivers until August 21, 2026.
🇲🇾 MALAYSIA
5️⃣ MTEC bags over RM110 million cable supply extension contract from TENAGA! 🔌
🎈 The extension contract is worth RM110 million 💰 and kicks in from August 10.
🎈 MTEC will continue to supply various sizes of underground cables and conductors.
🎈 MTEC share price closed flat at 98.5 sen, with a market cap of RM1 billion 📊.
6️⃣ NICE partner secures Rare Earth manufacturing permit! 🚀
🎈 NICE's partner, Greensnow, received approval from MITI for an interim manufacturing license.
🎈 They will process rare earth carbonates into rare earth oxides at the Gebeng plant in Kuantan.
🎈 Both parties are jointly developing a rare earth project in Kelantan covering about 2,000 acres.
━━━━━━━━━━━━━━━━━━
💬 With the US-Iran conflict escalating, you think international oil prices will break the $100 mark? (A: Yes / B: No)
#OilAndGas #Tech #Semiconductor #Infrastructure #Utilities #DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia #HIBISCS #DIAL #ZETRIX #INARI #MPI #MTEC #NICE
✳️ Compiled by: 📈Trade Wizard 📈TED Optimus
⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations. | 140 |
| 11 | 🌍 《TRADE WIZARD 每日新闻重点》08/7/26 - 星期三 🌍
🔥 今日焦点：全球芯片股狂泻5%！美军空袭伊朗，中东战火一触即发！
📊 隔夜美股速览
🇺🇸 S&P 500: -0.45% | Nasdaq: -1.16%
━━━━━━━━━━━━━━━━━━
⭐ 必读 KEY STORIES
━━━━━━━━━━━━━━━━━━
全球 Global
1️⃣ 三星利润飙升18倍仍遭惨烈抛售，全球芯片股集体暴跌！📉
🎈 SSUN-FF 股价大跌 8%，主因其 AI 业绩指引未能满足市场的极高预期。
🎈 SKHY 计划于本周五在美上市，拟筹资 280 亿美元。
🎈 全球芯片股惨遭抛售，半导体指数 ETF SOXX 暴跌 5%。
🎈 美国内存芯片大厂 MU 与 SNDK 股价分别重挫 5% 和 7%。
🎈 传中国 AI 巨头 Deepseek 正在自研芯片以规避美国出口禁令。
👀 延伸关注：INARI、MPI — 作为大马半导体封装与测试（OSAT）龙头，其业务与全球芯片及消费电子需求高度关联。
本地 Malaysia 🇲🇾
2️⃣ ZETRIX 拿下菲律宾国家级区块链基础设施项目！🚀
🎈 ZETRIX与菲律宾政府签约，开发该国公共区块链基础设施。
🎈 合作项目包括马菲两国国家数字身分证的跨境互通与验证。
🎈 菲律宾是继马来西亚之后，第二个采用ZETRIX协议的国家。
🎈 ZETRIX已在菲律宾运营近十年，提供多项数字政府服务。
🎈 ZETRIX周二股价收报75.5仙，集团市值达60.8亿令吉。
3️⃣ MTEC斩获TENAGA逾1.10亿令吉电缆供应展延合同！🔌
🎈 MTEC子公司获TENAGA展延电缆供应合同，为期一年。
🎈 该展延合同价值达1.10亿令吉，将于8月10日起生效。
🎈 MTEC将继续供应各种尺寸的地下电缆及导体。
🎈 原合同于2025年2月签署，原总价值达1.42亿令吉。
🎈 MTEC股价平盘收于98.5仙，公司市值达10亿令吉。
━━━━━━━━━━━━━━━━━━
📌 简报 QUICK NOTES
━━━━━━━━━━━━━━━━━━
全球 Global
4️⃣ 美军对伊朗发动猛烈空袭！中东火药桶再被点燃，油价应声飙升 🛢️
🎈 美国CENTCOM宣布对伊朗发动一系列猛烈空袭以示惩罚。
🎈 此举旨在报复伊朗日前在霍尔木兹海峡袭击3艘商船的行径。
🎈 美伊冲突再起令全球市场承压，国际油价应声大幅飙升。
5️⃣ 美终止伊朗石油销售豁免！中东局势紧绷恐致油价飙升 🛢️
🎈 美国财政部宣布撤销允许伊朗在全球销售石油的豁免许可。
🎈 周二共有3艘油轮在霍尔木兹海峡附近遭到袭击，威胁级别升至极高。
🎈 美方原定将对伊朗的石油制裁豁免延长至2026年8月21日。
本地 Malaysia 🇲🇾
6️⃣ NICE合作伙伴拿下稀土制造准证！🚀
🎈 NICE合作伙伴Greensnow获贸工部批准临时制造执照。
🎈 将在关丹格宾厂房把稀土碳酸盐加工为稀土氧化物。
🎈 双方正联合开发吉兰丹州占地约2000英亩的稀土项目。
━━━━━━━━━━━━━━━━━━
💬 全球芯片股惨遭抛售，你认为这只是牛市健康调整（A），还是AI泡沫破裂的开始（B）？
#半导体 #科技 #油气 #电力 #基建
✳️ 新闻整理：📈Trade Wizard 📈TED Optimus
⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议 and/or 任何投资建议。
Join Telegram▶️: https://t.me/tradewizardglobal | 133 |
| 12 | HOT AFTERNOON | Trade Wizard
各位Wizard，今天下午最瞩目的马股动态来了：包括Edgenta下架私有化、全新上市的RNG科技引爆交易热潮，还有Aemulus传来订单捷报以及三星财报给科技股带来的潜在冲击！
1. UEM Edgenta本周五正式除牌 结束上市地位
UEM Edgenta to be officially delisted this Friday, marking the end of its public listed status
大股东UEM集团在完成选择性资本削减和回购计划后，Edgenta（EDGENTA，1368）将在本周五早上9点正式除牌。大股东是以每股RM1.10进行私有化，未来他们将全资拥有这家公司。
Following the successful selective capital reduction exercise, Edgenta (EDGENTA, 1368) will be officially delisted from Bursa this Friday. The RM1.10 per share privatization gives parent UEM Group 100% control, providing more flexibility for strategic restructuring.
https://www.bharian.com.my/bisnes/korporat/2026/07/1584033/uem-edgenta-tidak-lagi-disenarai-di-bursa-malaysia-mulai-jumaat-ini
2. RNG科技创业板上市爆量 跃升全场最热股
RNG Technology debuts on ACE Market, instantly topping active list with heavy volume
付费按摩椅营运商RNG科技（RESTNGO，0465）今天首登创业板，首宗交易虽平盘报13仙，但盘中一度走高。截至半天休市，成交量飙破7948万股，全场人气最旺，散户跟风买气非常强劲。
Shared massage chair operator RNG Technology (RESTNGO, 0465) debuted at its IPO price of 13 sen today, briefly hitting 13.5 sen. Clocking over 79.48 million shares by midday, the counter became the day's top active stock, drawing massive retail interest.
https://www.sinchew.com.my/news/20260707/finance/7649416
3. 三星Q2净利创新高股价却大跌 拖累半导体板块情绪
Samsung shares slide despite record Q2 profits as capex and demand jitters weigh on tech sector
虽然三星电子第二季初估营运利润高达584亿美元，折合约RM2569亿 (RM256.9b)，但因市场担忧AI基建支出增速放缓，股价仍跌近10%。这股担忧情绪短期内可能会影响大马科技股，尤其是那些跟全球半导体供应链挂钩的本地股。
Even though Samsung booked a record preliminary Q2 operating profit of $58.4b [RM256.9b], its shares tumbled nearly 10% on fears that AI capital expenditure is peaking. This sentiment shift could pressure Bursa tech and semiconductor counters as traders reassess the global hardware demand outlook.
https://www.cnbc.com/2026/07/07/samsung-electronics-preliminary-second-quarter-profit-hits-fresh-high.html
4. Aemulus斩获汽车测试系统订单 价值RM1768万
Aemulus bags RM17.68mil in automotive test system orders
Aemulus（AEMULUS，0181）旗下子公司成功拿下本地汽车领域客户的订单，价值RM1768万 (RM17.68m)，用作供应汽车设备测试系统。该项目预计在FY26和FY27财年交付，并为近期疲弱的科技股注入一剂强心针。
Aemulus (AEMULUS, 0181) has bagged a new contract worth RM17.68m (RM17.68m) from a local automotive player to supply test systems. The order is set to be fulfilled across FY26 and FY27, providing a timely specific catalyst for the local semiconductor equipment players.
https://www.nst.com.my/business/corporate/2026/07/1482627/aemulus-secures-rm1768mil-automotive-test-system-orders
在目前科技股情绪波动的情况下，大家认为本地半导体和汽车电子板块是否还能继续保持强韧？
With the current volatility in tech sector sentiment, do you think local semiconductor and automotive electronics players can remain resilient?
✨✨✨📈📈📈
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Educational use only | 150 |
| 13 | 🌍 TRADE WIZARD Daily News Highlights 07/7/26 - Tuesday 🌍
🔥 TODAY'S FOCUS: SAMSUNG profit hits record high, but share price tanking because of bonuses?
📊 OVERNIGHT US MARKET SNAPSHOT
🇺🇸 S&P 500: +0.72% | Nasdaq: +1.12%
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⭐ KEY STORIES
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🌐 Global
1️⃣ WULF shares fly after signing 20-year lease with Anthropic 🚀
🎈 Anthropic signed a 20-year lease for WULF's Kentucky data center.
🎈 This data center has a 400MW capacity, with the first phase expected to go live in 2027.
🎈 WULF’s pre-market price shot up over 16% on the news. 📈
🎈 This long-term deal is expected to bring in about $19 billion in revenue over the initial term.
🎈 WULF is successfully pivoting from crypto mining to becoming an AI data center infra provider.
🎈 WULF has been a top performer this year, with shares up over 80% year-to-date. 🔥
👀 STOCKS TO WATCH: YTLPOWR, TENAGA — As Malaysia's DC and power giants, they directly benefit from the global AI data center boom and rising power demand.
🇲🇾 Malaysia
2️⃣ WCT bags another Abu Dhabi job! RM926 million contract in the bag 🏗️
🎈 WCT secured a subcontract in Abu Dhabi worth RM926 million. 🏢
🎈 The project starts in Q3 2026 and will last for 3 years and 4 months.
🎈 Work will be handled by a 50:50 JV between WCT and UAE’s CGCH.
🎈 This is WCT’s second construction job in the same area within just three weeks. 🎉
🎈 Last month on the 18th, they just bagged a RM529 million subcontract there.
🎈 WCT shares rose 3.66% to close at 42 sen on Monday.
3️⃣ SAMSUNG record profit, but share price actually dropped! 📉
🎈 SAMSUNG’s Q2 preliminary operating profit hit $58.4 billion, a new record high.
🎈 Q2 revenue reached 171 trillion KRW, way higher than Q1’s 133.9 trillion KRW.
🎈 Compared to last year’s 4.7 trillion KRW, this quarter’s profit really skyrocketed.
🎈 Even with record results, SAMSUNG’s share price tanked nearly 5% at Tuesday's open. 📉
🎈 Analysts say the drop is due to a one-off employee bonus payout from labor negotiations.
🎈 SAMSUNG previously agreed to set aside 10.5% of operating profit for staff bonuses.
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📌 QUICK NOTES
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🌐 Global
4️⃣ TOYOTA investing $3.6 billion to move truck production to Texas 🛻
🎈 TOYOTA is splashing $3.6 billion to move the Tacoma pickup line from Mexico to Texas, USA.
🎈 This move will create 2,000 jobs and almost double the factory's annual capacity. 🚀
🎈 This decision comes after the Trump admin confirmed they won’t extend the USMCA, moving to annual reviews instead.
🇲🇾 Malaysia
5️⃣ SIMEPROP buys KL building for RM160 million! 🏢
🎈 SIMEPROP spent RM160 million to buy Wisma Unirazak in KL from PNB.
🎈 They plan to redevelop it into an integrated project with a GDV of RM900 million. 🏗️
🎈 The building is currently fully tenanted, bringing in RM6.5 million in stable rental yearly. 💰
6️⃣ Huge corporate moves! Local firms expanding big time 🚀
🎈 BPROP is teaming up with China’s Wanli Tire to set up a RM1.3 billion tire factory in Selangor.
🎈 CAREPLS plans to sell RM42 million worth of assets to fund its EV business. 🚗
🎈 ASDION is facing delisting on July 16 as they couldn't appoint a new GN3 sponsor. ⚠️
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💬 SAMSUNG's results are solid but the price dropped—you think this is just a temporary pullback or a sign that it has peaked? A) Temporary pullback, B) Peak signal
#DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia #DataCenter #Construction #Property #Tech #Semiconductor #YTLPOWR #TENAGA #WCT #SIMEPROP #BPROP #CAREPLS #ASDION
✳️ Compiled by: 📈Trade Wizard 📈TED Optimus
⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations.
Join Telegram▶️: https://t.me/tradewizardglobal | 153 |
| 14 | 🌍 《TRADE WIZARD 每日新闻重点》07/7/26 - 星期二 🌍
🔥 今日焦点：获AI巨头190亿美金租约，WULF股价盘前暴涨超16%！
📊 隔夜美股速览
🇺🇸 S&P 500: +0.72% | Nasdaq: +1.12%
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⭐ 必读 KEY STORIES
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全球 Global
1️⃣ 获Anthropic签下20年租约 WULF股价飙升 🚀 🔥
🎈Anthropic签署20年租约，承租WULF肯塔基数据中心。
🎈该数据中心容量达400兆瓦，预计2027下半年首期供电。
🎈受此利好消息刺激，WULF盘前股价一度暴涨超16%。📈
🎈该长期租约预计在初始期限内带来约190亿美金的收入。
🎈WULF正从加密货币开采转型为AI数据中心基础设施商。
🎈WULF今年股价表现亮眼，年内累计涨幅已超过80%。🔥
👀 延伸关注：YTLPOWR、TENAGA — 分别作为大马领先的数据中心建设与电力供应企业，直接受益于全球AI基础设施建设热潮。
本地 Malaysia 🇲🇾
2️⃣ WCT三周内再夺阿布扎比订单！斩获9.26亿令吉大合同 🏗️ 🚀
🎈WCT斩获阿布扎比价值9.26亿令吉的分包合同。🏢
🎈该项目预计在2026年第三季动工，为期3年4个月。
🎈工程将由WCT与阿联酋CGCH的50:50联营公司负责。
🎈这也是WCT短短三周内在当地斩获的第二项建筑工程。🎉
🎈上月18日该公司刚拿下5.29亿令吉的当地分包项目。
🎈WCT周一闭市股价上涨3.66%，报42仙。
3️⃣ SAMSUNG次季利润飙升创纪录，股价却意外大跌！📉
🎈SAMSUNG第二季度初步营运利润达584亿美金，创下历史新高。
🎈公司次季营收达171万亿韩元，远超上一季度的133.9万亿韩元。
🎈受此提振，次季利润较去年同期的4.7万亿韩元实现暴涨。
🎈尽管利润破纪录，SAMSUNG周二开盘股价仍下挫了近5%。📉
🎈分析指，股价大跌因计入了劳资谈判达成的一次性员工奖金开支。
🎈SAMSUNG此前同意拨出10.5%的营运利润作为员工分红。
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📌 简报 QUICK NOTES
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全球 Global
4️⃣ TOYOTA豪掷36亿美金 迁卡车生产线至德州 🛻
🎈TOYOTA计划豪掷36亿美金，将Tacoma皮卡生产线自墨西哥迁往美国德州。
🎈此举将为当地创造2000个就业岗位，并使工厂年产能接近翻倍。🚀
🎈该决定是在特朗普政府确认不延长美墨加协定、改为年度审查后做出的。
本地 Malaysia 🇲🇾
5️⃣ SIMEPROP豪掷1.6亿令吉购隆市大楼！🏢
🎈SIMEPROP斥资1.6亿令吉向PNB购入吉隆坡Wisma Unirazak大楼。
🎈计划重组成综合开发项目，预计总开发价值高达9亿令吉。🏗️
🎈该大楼目前处于满租状态，每年可带来650万令吉的稳定租金。💰
6️⃣ 豪掷亿万拓展版图！马股多家上市企业迎重磅动向 🚀
🎈 BPROP联手中国万里轮胎，豪掷13亿令吉在雪州设立轮胎制造厂。
🎈 CAREPLS拟4200万令吉出售资产，用于资助新能源车业务。🚗
🎈 ASDION因无法委任新GN3保荐人，将在7月16日面临下市。⚠️
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💬 获得190亿美金巨额租约，你认为AI数据中心概念股在今年下半旬还会继续飙升吗？A. 会，依然是市场最强主线 / B. 已经估值过高，不建议追高
#数据中心 #科技 #建筑 #产业 #汽车
✳️ 新闻整理：📈Trade Wizard 📈TED Optimus
⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议和/或任何投资建议。
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| 15 | 🌍 TRADE WIZARD Daily News Highlights 06/7/26 - Monday 🌍
🔥 TODAY'S FOCUS: OPEC+ major production hike! Crude oil drops back to pre-war level of $72
📊 OVERNIGHT US MARKET SUMMARY
🇺🇸 S&P 500: +0.00% | Nasdaq: -0.80%
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⭐ KEY STORIES
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GLOBAL
1️⃣ OPEC+ gives green light for August production hike, global oil supply expected to surge 🛢️ 🔥
🎈 OPEC+ agreed to pump an extra 188,000 barrels per day starting August. 🛢️
🎈 Export recovery starting as the Strait of Hormuz slowly reopens.
🎈 Brent crude prices pulled back to pre-war levels of $72 per barrel. 📉
🎈 UAE left the alliance in late April, while Iraq is pushing for a higher quota.
🎈 Seven core OPEC+ countries are gradually unwinding the 2023 production cuts.
🎈 UBS analysts say market focus remains on tanker traffic through the Strait.
👀 Stocks to Watch: HIBISCS, DIALOG — Strait of Hormuz situation and global supply/demand directly impact profits for upstream explorers and O&G storage service providers.
MALAYSIA 🇲🇾
2️⃣ UEMS teams up with EXSIM for KL prime land project! Bagging RM415 million 🚀
🎈 UEMS collab with EXSIM to develop 1.6 acres of prime land in KL for a mixed development project.
🎈 UEMS locks in RM415 million in guaranteed interest, expected to hit the bank by end-2026. 💰
🎈 If project profit before tax (PBT) exceeds RM610 million, UEMS gets an extra 10% profit sharing.
🎈 Project expected to finish by end-2036, funds will be used to pay off debts and for operations.
🎈 UEMS share price edged up last Friday, market cap now at RM3.01 billion. 📈
3️⃣ WTK selling palm oil assets for RM222 million cash! 🌴
🎈 WTK plans to sell its palm oil stake and Miri plantation land for RM222 million cash.
🎈 Buyer is Trinity Capital, deal expected to wrap up by Q1 2027.
🎈 WTK expects a disposal gain of RM86.59 million. 💰
🎈 RM186 million of the proceeds will be used to back their plantation biz. 🚜
🎈 The total assets sold represent a premium of about RM11.9 million over valuation.
🎈 Market cap at Friday's close was RM363 million.
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📌 QUICK NOTES
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GLOBAL
4️⃣ Fees for Strait of Hormuz? Oman's diplomatic tightrope walk sends market risk soaring 🚢
🎈 Strait of Hormuz carries about 20% of global oil shipments, talk of charging fees has markets on high alert. 🚢
🎈 US strongly opposes this and threatened heavy sanctions if Oman helps Iran collect fees.
🎈 Experts warn the market often underestimates governance risks in the strait, creating a "blind spot" for the oil market.
5️⃣ Macquarie: Golden entry point! China AI chip stocks could fly over 50% 🚀
🎈 Macquarie says China AI chip stocks are at a prime entry point driven by policy and AI trends.
🎈 Top A-share pick is Cambricon, target price 2060 Yuan, potential upside above 50%. 🔥
🎈 Data shows Huawei is solid #1 in shipments, with Cambricon at #2.
MALAYSIA 🇲🇾
6️⃣ Two-year partnership ends! NOVAMSC and THETA terminate tech JV 🛑
🎈 NOVAMSC and THETA reached a consensus to end their two-year joint venture agreement.
🎈 Both parties formed the JV in 2023 to provide e-government and tech solutions. 💼
🎈 NOVAMSC says this move isn't expected to have a major impact on this financial year's results.
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💬 OPEC+ hiking production, you think oil prices will break below $70? A. Yes, too much supply / B. No, Red Sea tensions still there.
#DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia #OilAndGas #Property #Plantation #Tech #UEMS #WTK #NOVAMSC #THETA #HIBISCS #DIALOG
✳️ Compiled by: 📈Trade Wizard 📈TED Optimus
⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations.
Join Telegram▶️: https://t.me/tradewizardglobal | 194 |
| 16 | 🌍 《TRADE WIZARD 每日新闻重点》06/7/26 - 星期一 🌍
🔥 今日焦点：OPEC+再增产原油回落72元，UEMS狂赚4.15亿
📊 隔夜美股速览
🇺🇸 S&P 500: +0.00% | Nasdaq: -0.80%
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⭐ 必读 KEY STORIES
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全球 Global
1️⃣ OPEC+拍板8月再度增产，全球石油供应量料将飙升 🛢️ 🔥
🎈 OPEC+同意自8月起每日再增产18.8万桶原油。🛢️
🎈 随着霍尔木兹海峡逐步重新开放，原油出口开始复苏。
🎈 布伦特原油价格已回落至每桶72美元的战前水平。📉
🎈 UAE已于4月底退出联盟，Iraq则在争取更高配额。
🎈 OPEC+七大核心国正逐步取消2023年的减产计划。
🎈 UBS分析师表示，市场焦点仍是海峡的油轮通行情况。
👀 延伸关注：DIALOG、HIBISCS — 原油价格波动与海峡通行情况直接影响上游勘探与储油码头业务。
本地 Malaysia 🇲🇾
2️⃣ UEMS联手EXSIM开发吉隆坡黄金地！斩获4.15亿令吉 🤝 🚀
🎈 UEMS与EXSIM合作开发吉隆坡1.6英亩黄金地段，打造综合项目。
🎈 UEMS可斩获4.15亿令吉的担保权益，预计2026年底前到账。 💰
🎈 若项目税前利润突破6.1亿令吉，UEMS将获得额外的10%利润分成。
🎈 该项目预计于2036年底前竣工，所得资金将用于偿还债务和营运。
🎈 UEMS上周五股价微涨，公司最新市值达到30.1亿令吉。 📈
3️⃣ WTK出售旗下棕油资产斩获2.22亿令吉！🌴
🎈 WTK拟以2.22亿令吉现金出售旗下棕油股权及美里种植地。
🎈 买家为Trinity Capital，交易预计在2027年首季完成。
🎈 WTK预计可从中录得8659万令吉的处置收益。💰
🎈 所得资金中，1.86亿令吉将用于支持其种植业务。🚜
🎈 此次售出的总资产相较估值溢价约1190万令吉。
🎈 截至周五收盘，WTK市值达3.63亿令吉。
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📌 简报 QUICK NOTES
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全球 Global
4️⃣ 霍尔木兹海峡拟收费？阿曼外交走钢丝致市场风险飙升 🚢
🎈 阿曼与伊朗就新海上安全规程进行谈判，拟对通行船只征收服务费。
🎈 霍尔木兹海峡承载全球约20%的石油运输，收费举动引发市场高度警惕。🚢
🎈 美国对此表示强烈反对，并威胁若阿曼协助伊朗收费将实施严厉制裁。
5️⃣ 麦格理：迎黄金买入点！中国AI芯片股暴涨空间超50% 🚀
🎈 Macquarie指受政策与AI推动，中国AI芯片股迎来最佳投资期。
🎈 A股首选 Cambricon，目标价2060元，潜在暴涨空间超50%。🔥
🎈 港股则首推 Biren Tech，其目标价140港元，看好其供应链优势。
本地 Malaysia 🇲🇾
6️⃣ 两年合作告终！NOVAMSC与THETA终止科技联营 🛑
🎈 NOVAMSC与THETA达成共识，宣布终止双方长达两年的联营协议。
🎈 双方曾于2023年成立合资公司，提供电子政务与技术解决方案。💼
🎈 NOVAMSC周五股价收平于6.5仙，目前公司市值达1.4亿令吉。
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💬 OPEC+宣布自8月起增产，你觉得布伦特油价接下来会继续下跌还是反弹？📈反弹 📉下跌
#油气 #产业 #种植 #科技
✳️ 新闻整理：📈Trade Wizard 📈TED Optimus
⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议和/或任何投资建议。
Join Telegram▶️: https://t.me/tradewizardglobal | 182 |
| 17 | 🏦 这周银行股跑赢科技股！下半年你站哪边？
Banks outperformed tech this week! Which side are you on for H2? | 247 |
| 18 | HOT AFTERNOON | Trade Wizard
午盘好呀Geng！今天下午来刷刷这4个最劲爆的热门市场消息！
1. 商业机器扫下发马RM3999万大合约
Mesiniaga Bags RM39.99m Pharmacy System Deal
科技微型股MSNIAGA（5011）拿到Pharmaniaga Logistics大约RM3999万 (RM39.99m) 的大合约，负责升级药剂信息系统。这笔无自动续约的五年合约到2030年，绝对能给他们接下来的盈利打一剂强心针。
MSNIAGA secured a sweet RM39.99m (RM39.99m) IT infra contract from Pharmaniaga Logistics running until 2030. This massive revenue catalyst is bound to boost the micro-cap tech player's bottom line big time.
https://www.enanyang.my/?p=1302133
2. 鹏达集团不满税收局追税RM676万申请司法审核
Pantech Challenges LHDN Over RM6.76m CGT Dispute
PANTECH（5125）因为不满内陆税收局拒绝豁免缴付RM676万 (RM6.76m) 的资本利得税，直接去高庭申请司法审核。虽然公司说对营运没有大影响，但这波税务官司多多少少给短期内带进了一些灰色不确定性。
PANTECH is taking LHDN to court over a RM6.76m (RM6.76m) Capital Gains Tax dispute. While they claim operational impact is minimal, this legal tussle brings some near-term overhang for the steel pipe maker.
https://www.enanyang.my/?p=1302111
3. 美国6月仅增5.7万就业人数，降息预期瞬间大热
US Payrolls Growth Tanks to 57k, Rate Cut Hopes Soar
美国6月非农就业人口只加了5.7万人，远低于预期的11.5万人，失业率来到4.2%。劳动力市场冷得这么快，直接让美联储降息的呼声又高涨起来，全球股市的情绪都被带飞。
US job growth slowed down to a crawl with just 57k new jobs, sending global rate-cut expectations through the roof. This cooling labor market has fueled a massive wave of risk-on sentiment across global markets.
https://www.cnbc.com/2026/07/02/jobs-report-june-2026-.html
4. 降息风吹来！马股半日狂飙14点重返1670点
FBM KLCI Jumps 14.31 Points to Reclaim 1,670 Level
配合全球的降息乐观看法，马股富时综指早盘士气如虹，半天冲涨14.31点冲上1676点。银行股和像齐力工业（PMETAL）这些重磅蓝筹股领涨，直接带旺了整个Bursa的买气。
Riding on the global interest rate cut optimism, the FBM KLCI surged 14.31 points at midday. Blue chips like PMETAL led the charge, completely turning Bursa into a green party today.
https://www.sinchew.com.my/news/20260703/finance/7638343
大家觉得这波美联储降息预期，能不能把马股在下半年推上更高峰？
Do you guys think the rising US rate cut expectations can propel Bursa to even higher levels in the second half of the year?
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| 19 | 🌍 TRADE WIZARD Daily News Highlights 03/7/26 - Friday 🌍
🔥 TODAY’S FOCUS: Trump perfectly bought the tech dip, snapping up 327 stocks in one day!
📊 OVERNIGHT US MARKET SNAPSHOT
🇺🇸 S&P 500: +0.00% | Nasdaq: -0.80%
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⭐ KEY STORIES
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GLOBAL
1️⃣ Trump nails the tariff dip, sweeps up tech stocks before rebound! 📈🔥
🎈 Trump made a record 327 stock purchases on Apr 8, 2025.
🎈 Invested US$100k–250k each into AAPL, NVDA and other tech giants.
🎈 A day later, Trump signaled tariff easing, sending the S&P 500 soaring 9.5%. 🚀
🎈 After the tariff reversal, NVDA jumped nearly 19%, while AAPL gained over 15%. 🔥
🎈 Financial filings showed Trump’s 2025 income reached US$2.24 billion.
🎈 The White House said all assets are managed by an independent third party.
👀 Stocks to Watch: INARI, MPI — Local OSAT leaders highly exposed to supply chains of US tech giants like Apple and NVIDIA.
MALAYSIA 🇲🇾
2️⃣ UNISEM plans RM742 million private placement to expand semiconductor business! ⚡🚀
🎈 UNISEM plans to raise up to RM742 million via private placement of up to 10% new shares.
🎈 RM445 million will fund new packaging & testing equipment and cleanrooms.
🎈 RM270 million to repay bank loans, RM22.95 million for working capital.
🎈 Placement price set at RM4.60, around 2% below 5-day VWAP. 📉
🎈 Funds needed as its new Perak plant ramps up production capacity.
🎈 Gearing expected to improve from 0.19x to 0.14x after completion. 📈
3️⃣ FAVCO wins RM504 million crane contracts! 🏗️
🎈 FAVCO secured three crane contracts worth RM504 million via its subsidiary.
🎈 Two offshore crane jobs awarded by clients including Dialog E&C, delivery by 2Q2027.
🎈 Samsung C&T awarded another tower crane contract, deliveries start end-2026.
🎈 The group also won a RM91 million Australian crane order in May.
🎈 1Q net profit fell 50.9% to RM6.21 million due to forex losses. 📉
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📌 QUICK NOTES
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GLOBAL
4️⃣ TSLA deliveries beat expectations, but shares plunge over 7%! 📉
🎈 TSLA dropped 7.49%, its worst single-day decline in nearly a year.
🎈 Q2 deliveries reached 480,126 units, up 25% YoY and above expectations.
🎈 Energy storage deployment hit a record 13.5 GWh in Q2. ⚡
5️⃣ US June payrolls miss badly, rate-cut hopes rise again 📉
🎈 US June nonfarm payrolls increased only 57,000, far below the 115,000 forecast.
🎈 Unemployment fell to 4.2%, but participation rate slipped to 61.5%, lowest since 2021. 📉
🎈 Weak data eased Fed tightening pressure and pushed Treasury yields lower. 💸
MALAYSIA 🇲🇾
6️⃣ SCGBHD secures RM404 million TENAGA cable contract extension! ⚡
🎈 SCGBHD won a RM404 million cable supply contract extension from TENAGA.
🎈 Contract extended until Aug 2027, lifting order book above RM1 billion.
🎈 1Q net profit rose 21.0% to RM33.16 million on strong cable sales. 📈
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💬 Trump bought the tech dip just before tariffs were eased. Coincidence or insider knowledge? (A: Coincidence / B: Knew in advance)
#Tech #Semiconductors #Utilities #Construction #Automotive
✳️ Compiled by: 📈Trade Wizard 📈TED Optimus
⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations.
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| 20 | 🌍 《TRADE WIZARD 每日新闻重点》03/7/26 - 星期五 🌍
🔥 今日焦点：特朗普精准抄底科技股，单日狂扫327股！
📊 隔夜美股速览
🇺🇸 S&P 500: +0.00% | Nasdaq: -0.80%
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⭐ 必读 KEY STORIES
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全球 Global
1️⃣ 关税反转前精准抄底！特朗普豪掷资金横扫科技股 📈 🔥
🎈 特朗普在2025年4月8日创下一天大举买入327只股票的纪录。
🎈 他为AAPL、NVDA等巨头分别投入10万至25万美元。
🎈 次日特朗普放风放宽关税，标普500指数随即狂飙9.5%。 🚀
🎈 关税逆转后，NVDA暴涨近19%，AAPL也飙升超15%。 🔥
🎈 财务申报显示，特朗普2025年的总收入高达22.4亿美元。
🎈 白宫与特朗普回应称，资产均由独立的第三方机构托管。
👀 延伸关注：INARI、MPI — 本地半导体封测巨头，其业务高度依赖美国科技巨头如苹果和英伟达的芯片供应链。
本地 Malaysia 🇲🇾
2️⃣ UNISEM拟私配筹7.42亿令吉，砸重金推进半导体业务扩张！⚡ 🚀
🎈 半导体厂UNISEM拟私下配售至多10%新股，筹集达7.42亿令吉。
🎈 筹资中的4.45亿令吉将用于购买封测设备及增设无尘室。
🎈 另外2.70亿令吉用于偿还银行债务，2295万令吉作为营运资金。
🎈 此次私配参考价为每股4.60令吉，较5天加权均价折价约2% 📉。
🎈 随着霹雳务边新厂落成并显著扩大产能，该公司急需资金支持。
🎈 交易完成后，UNISEM的负债率预计将从0.19倍降至0.14倍 📈。
3️⃣ FAVCO斩获5.04亿令吉吊车合约！🏗️
🎈 FAVCO通过子公司拿下三份总值5.04亿令吉的吊车供应合约。
🎈 其中两份离岸吊车合约来自Dialog E&C等，预计2027年次季交付。
🎈 另一份塔式吊车合约由Samsung C&T颁发，将从2026年底起交付。
🎈 该公司5月才刚拿下澳洲客户价值9100万令吉的塔式吊车订单。
🎈 受外汇亏损等影响，FAVCO首季净利同比下滑50.86%至621万令吉。📉
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📌 简报 QUICK NOTES
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全球 Global
4️⃣ TSLA交付量暴涨超预期，股价却遭重挫大跌逾7%！📉
🎈 TSLA股价大跌7.49%，创下近一年来单日最差表现。
🎈 公司Q2交付量达480126辆，同比暴涨25%，远超预期。
🎈 特斯拉能源业务表现亮眼，Q2储能部署量达13.5 GWh。⚡
5️⃣ 美6月非农仅增5.7万远逊预期，降息预期或再飙升 📉
🎈 美6月非农仅增5.7万人，远逊于DOW JONES预期的11.5万人。
🎈 失业率降至4.2%，但劳动参与率降至61.5%，创2021年来新低。📉
🎈 疲软数据减轻了FED的紧缩压力，美债收益率应声下跌。💸
本地 Malaysia 🇲🇾
6️⃣ SCGBHD斩获TENAGA达4.04亿令吉电缆长约！⚡
🎈 SCGBHD获TENAGA延长电缆供应合同，总值达4.04亿令吉。
🎈 此合同延期至2027年8月，助力公司手持订单超越10亿令吉。
🎈 首季净利飙升21.02%至3316万令吉，电缆销售表现强劲。📈
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💬 特朗普精准抄底，你认为这是纯属巧合还是提前获知内幕？A) 纯属巧合 B) 提前获知
#科技 #半导体 #电力 #建筑 #汽车
✳️ 新闻整理：📈Trade Wizard 📈TED Optimus
⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议和/或任何投资建议。
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