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HOT AFTERNOON | Trade Wizard
今天下午马股有几个大消息，外资抛售不停、亚航双雄大跌，还有OPEC政策对油气股的影响，快来看最新重点！
1. 财政部评估融资需求 亚航双雄惨遭抛售！
AirAsia counters hit by sell-off as MOF reviews funding needs!
听说财政部找了顾问来评估Capital A（5099）和AAGB（5238）的融资需求，结果市场担心他们财务有问题，今天股价直接被dump。不过公司澄清讲这只是为了重组高成本债务，不要一听到融资就慌到乱丢。
Word is out that the Ministry of Finance is assessing funding needs for Capital A (5099) and AAGB (5238), sparking solvency fears and driving heavy sell-offs. Management claims it's just for restructuring high-cost debts, but traders are clearly staying cautious for now.
https://www.enanyang.my/?p=1372831
2. 独立顾问喊话：MKH种植股东应该拒绝收购！
Independent adviser urges MKH Oil Palm shareholders to reject buyout offer!
MainStreet独立顾问讲Whitmore开出每股66.26仙的强制全面收购价“不合理也不公平”。因为这个价钱比公司每股RM1.26的重估净资产价值（RNAV）折价了47.4%，简直是大平卖。
MainStreet Advisers deemed the mandatory takeover offer of 66.26 sen per share "not fair and not reasonable". The offer is at a massive 47.4% discount to the stock's RNAV of RM1.26, so retail investors are advised to hold onto their shares.
https://www.thestar.com.my/business/business-news/2026/09/07/mainstreet-advises-mkh-oil-palm-shareholders-to-reject-takeover-offer
3. 外资越卖越狠！今年马股已被狂撤RM49亿
Foreign selling intensifies with RM4.9b net sold YTD!
外资已经连续5周净卖马股，今年以来总共卷走了RM49亿 (RM4.9b)，持股比例跌到18.1%的历史新低。金融服务、科技和公用事业板块成了他们的重灾区，蓝筹股近期压力山大。
Foreign funds have been dumping Bursa for 5 straight weeks, bringing YTD net selling to RM4.9亿 (RM4.9b) and dragging foreign shareholding to an all-time low of 18.1%. With financials and tech being heavily targeted, local blue chips are feeling the heat.
https://www.chinapress.com.my/20260907/抛售力度越来越凶-外资今年来狂撤资49亿/
4. OPEC+维持10月产量政策不变
OPEC+ keeps October oil output unchanged
产油国联盟决定10月不调整产量，要等定下2027年新配额才做下一步打算。近期中东局势紧张让国际油价飙升，大家要密切留意本地油气板块能不能借势起飞。
OPEC+ is holding steady on its output policy for October as quota debates loom ahead. With geopolitical tensions in the Middle East pushing oil prices up, Bursa oil and gas counters could see some interesting moves ahead.
https://www.cnbc.com/2026/09/06/opec-oil-output-october.html
面对外资持续撤资和亚航大跌，大家觉得现在应该避开风险，还是可以开始物色被低估的股？
With relentless foreign selling and AirAsia dropping, do you think it's time to play defensive or start hunting for undervalued gems?
✨✨✨📈📈📈
👉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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https://t.me/tradewizardglobal
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👉 Join us for discussion:
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| 2 |  🎉 Melaka Station is here!
We’re excited to bring our Street Smart Short-Term Trading Bootcamp to Melaka on 12 & 13 September! 📈🤖
📅 12 Sept (Sat) — 8PM–11PM 📅 13 Sept (Sun) — 1PM–7PM 📍 Melaka & Zoom
If you’ve been wanting to learn more about short-term trading and how AI can help you identify trading opportunities more efficiently, this is a good chance to join us.
💰 Special Admission
1 Pax — RM98 + SST
2 Pax — RM128 + SST
👥 Bring a friend along!
Learn together, discuss together, and make the session more enjoyable. 🙌
🔗 Register here:
https://academy.thetradewizard.com/shorttermtradingbootcampmlken
We’re looking forward to meeting the Melaka trading community and seeing you there! ❤️ | 96 |
| 3 | 🌍 TRADE WIZARD Daily News Highlights 07/09/26 - Monday 🌍
🔥 TODAY'S FOCUS: US-Iran conflict pushes oil prices up nearly 10%, ZETRIX calls off RM130m acquisition!
📊 Overnight US Market Glance
🇺🇸 S&P 500: -0.38% | Nasdaq: -0.29%
━━━━━━━━━━━━━━━━━━
⭐ KEY STORIES
━━━━━━━━━━━━━━━━━━
🌐 GLOBAL MARKET
1️⃣ OPEC+ stays put as US-Iran conflict pushes oil prices up nearly 10% 🔥
🎈 OPEC+ meeting on Sunday decided to keep October oil production policy unchanged.
🎈 The US-Iran conflict continues to disrupt shipping in the Strait of Hormuz, weakening OPEC+'s ability to control the physical oil market.
🎈 Although they are phasing out the 1.65 million bpd cuts, actual production from members still misses targets due to the war.
🎈 Driven by the worsening situation, WTI crude surged nearly 10% for the week, closing at USD 91.48. 📈
🎈 Brent crude rose almost 8% to USD 96.28, while US diesel prices hit a record high.
👀 STOCKS TO WATCH: HIBISCS, DIALOG, YINSON — Upstream O&G exploration, storage, and FPSO players directly benefit from high oil prices and better industry capex.
🇲🇾 MALAYSIA MARKET
2️⃣ Share price volatility triggers regulatory heat, ZETRIX calls off RM130m deal! 🛑 🚀
🎈 ZETRIX announced it is terminating the RM130 million acquisition of a 50% stake in MyEG Ventures.
🎈 The move is mainly due to heavy share price volatility affecting the pricing of the consideration shares; no compensation is required from either side.
🎈 The stock has crashed nearly 69% this year, latest at 25.5 sen with a market cap of around RM2 billion. 📉
🎈 Additionally, its subsidiary has fully sold off its 16.9% stake in HTPADU, cashing out RM27.5 million.
3️⃣ ZETRIX fully exits HTPADU with RM27.5m cash out! 🚪
🎈 ZETRIX has disposed of its entire 16.9% stake in HTPADU via a subsidiary, marking a total exit.
🎈 The 27.5 million shares were traded off-market at RM1 per share, with a total value of RM27.5 million.
🎈 Following the deal, founder TS Wong and ZETRIX are no longer substantial shareholders.
🎈 ZETRIX previously bought into HTPADU in March 2024 for RM31.25 million.
🎈 ZETRIX was recently hit by a massive sell-off, wiping out about RM3.3 billion in market cap. 📉
🎈 The Sultan of Kelantan remains the largest shareholder of HTPADU with a 23.6% stake.
━━━━━━━━━━━━━━━━━━
⚡️ QUICK NOTES
━━━━━━━━━━━━━━━━━━
🌐 GLOBAL MARKET
4️⃣ Trump bags massive Venezuela oil deal, Pentagon gets free stake in 65b barrel reserve! 🛢️
🎈 Venezuela granted NABEP 100-year concessions for 17 oil fields, controlling 65 billion barrels of reserves.
🎈 NABEP gave a 35% stake for free to the Pentagon’s Strategic Capital Office, sparking a state capitalism debate. 🔥
🎈 NABEP’s reserves are now the 2nd largest globally (4x of XOM), and they claim they will attract USD 100 billion in investment.
5️⃣ Trump pressures Fed to stop hiking rates, market odds hit 60% 🔥
🎈 Trump and his cabinet are piling pressure on the Fed, demanding they stop rate hikes or even pivot to cuts.
🎈 Boosted by non-farm payroll data, market bets for a September rate hike have hit around 60%.
🎈 Core PCE is still above 3%, and Fed Chair Warsh emphasizes the need to stay focused on fighting inflation.
🇲🇾 MALAYSIA MARKET
6️⃣ Bursa Quick Notes: ZETRIX scraps RM130m deal and exits HTPADU ⚡
🎈 KEYASIC signed a 10-year deal to build a 300MW large-scale green AI data center.
🎈 SYGROUP spent RM34 million in a related party deal to acquire 8.3 hectares of industrial land in Kuching.
🎈 KHEESAN is being sued over a land deal dispute, with a claim for RM65.74 million in damages.
━━━━━━━━━━━━━━━━━━
💬 With the US-Iran conflict pushing oil up 10% in a week, you think oil will break the $100 mark soon? (Yes / No)
#DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia #OilAndGas #Tech #DataCenters #Property #ZETRIX #HTPADU #HIBISCS #DIALOG #YINSON #KEYASIC #SYGROUP #KHEESAN
✳️ Compiled by: 📈Trade Wizard 📈TED Optimus
⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. | 98 |
| 4 | 🌍 《TRADE WIZARD 每日新闻重点》07/9/26 - 星期一 🌍
🔥 今日焦点：美伊战火推升油价飙近10%，五角大楼入股委国650亿桶油！
📊 隔夜美股速览
🇺🇸 S&P 500: -0.38% | Nasdaq: -0.29%
━━━━━━━━━━━━━━━━━━
⭐ 必读 KEY STORIES
━━━━━━━━━━━━━━━━━━
全球 Global
1️⃣ OPEC+按兵不动 美伊战火推升国际油价飙升近10% 🔥
🎈 OPEC+周日召开会议，决定维持10月份石油产量政策不变。
🎈 美伊冲突持续干扰霍尔木兹海峡运输，削弱了OPEC+对实体油市的调控能力。
🎈 虽然已逐步取消每日165万桶减产，但成员国受战争影响实际产量依然不达标。
🎈 受局势恶化推动，WTI原油单周飙升近10%，收在每桶91.48美元。📈
🎈 布伦特原油周涨近8%至96.28美元，美国柴油价格更是破纪录创新高。
👀 延伸关注：HIBISCS、DIALOG — 原油价格飙升直接提振上游勘探与生产收益及中游储油码头业务需求。
本地 Malaysia 🇲🇾
2️⃣ 股价剧震惹监管质询 ZETRIX紧急叫停1.3亿令吉收购案！🛑 🚀
🎈 ZETRIX宣布终止以1.3亿令吉收购MyEG Ventures 50%股权的交易。
🎈 主要是因股价剧烈波动影响代价股定价，且双方均无需支付任何赔偿金。
🎈 该股今年以来暴跌近69%，最新报25.5仙，市值约为20亿令吉。📉
🎈 此外其子公司已悉数脱售HTPADU的16.9%股权，套现2750万令吉。
3️⃣ 特朗普拿下委内瑞拉世纪石油大单 五角大楼无偿入股控盘650亿桶油！🛢️
🎈 委内瑞拉向NABEP授予17个油田百年特许权，掌控当地650亿桶原油储量。
🎈 NABEP向五角大楼战略资本办公室无偿出让35%股权，引发国家资本主义争议。🔥
🎈 美国政府有权以成本价包销20%产量，并对剩余80%产量拥有优先购买权。
🎈 NABEP储量跃居全球第二且达XOM的4倍，宣称将引资近1000亿美元。
🎈 尽管CVX加码70亿美元，但多数美国油企因征收前科与政局动荡仍不愿重返委国。
🎈 交易面临严重法律与政治不确定性，未来美国或委内瑞拉政权更迭可能导致协议撕毁。
━━━━━━━━━━━━━━━━━━
📌 简报 QUICK NOTES
━━━━━━━━━━━━━━━━━━
全球 Global
4️⃣ 特朗普施压阻止Fed加息 市场押注概率飙升至60% 🔥
🎈 特朗普携内阁全方位施压Fed，要求其停止加息甚至转向降息。
🎈 受非农就业数据提振，市场预测Fed在9月加息的概率已达到约60%。
🎈 核心PCE仍高于3%，Fed主席Warsh强调需全力聚焦抗击通胀。
本地 Malaysia 🇲🇾
5️⃣ 马股速报：ZETRIX告吹1.3亿收购案兼清仓HTPADU ⚡
🎈 ZETRIX终止1.3亿令吉收购案，并已全数清仓HTPADU的16.9%股权。
🎈 KEYASIC签10年合作协议，携手打造300MW大型绿色AI数据中心。
🎈 KHEESAN因土地交易纠纷遭起诉，被追讨高达6574万令吉赔偿。
6️⃣ ZETRIX脱售16.9%股权套现2750万令吉离场！🚪
🎈 该批2750万股以每股RM1场外易手，交易总值达2750万令吉。
🎈 交易完成后，创办人黄天顺与ZETRIX不再是主要股东。
🎈 ZETRIX近期遭遇抛售潮重挫，市值大幅蒸发约33亿令吉。📉
━━━━━━━━━━━━━━━━━━
💬 国际油价单周暴涨近10%，你认为接下来会突破100美元大关吗？（会 / 不会）
#油气 #科技 #数据中心 #产业
✳️ 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 | 87 |
| 5 | 🚨 When markets are uncertain, having a strategy matters more than ever.
Market volatility can make investors hesitate, panic, or simply stay on the sidelines. But for experienced traders, volatility isn't just a challenge—it can also create opportunities in both rising and falling markets.
The key is knowing how to identify those opportunities and manage your risk effectively.
Join our FREE Structured Warrant Strategy Sharing and learn:
✅ How to identify potential opportunities in volatile markets
✅ How Structured Warrants can be used in both bullish and bearish markets
✅ Practical strategies to manage risk in changing market conditions
👨🏫 Speaker: Warren Mak
Top Live Trading Coach for Stocks & HSI Structured Warrants in Malaysia
📅 7 September 2026 (Monday)
🕣 8:30 PM – 10:30 PM
💻 Live via Zoom
👉 Register now:
https://tinyurl.com/ENGSTTrade07092026TgPublic
🎟️ Limited seats available.
Don't let market uncertainty keep you on the sidelines. Take the next step towards becoming a more confident and strategic trader.
See you online!
This message was sent automatically with n8n | 131 |
| 6 |  No text... | 124 |
| 7 | 🚨 When markets are uncertain, having a strategy matters more than ever.
Market volatility can make investors hesitate, panic, or simply stay on the sidelines. But for experienced traders, volatility isn't just a challenge—it can also create opportunities in both rising and falling markets.
The key is knowing how to identify those opportunities and manage your risk effectively.
Join our FREE Structured Warrant Strategy Sharing and learn:
✅ How to identify potential opportunities in volatile markets
✅ How Structured Warrants can be used in both bullish and bearish markets
✅ Practical strategies to manage risk in changing market conditions
👨🏫 Speaker: Warren Mak
Top Live Trading Coach for Stocks & HSI Structured Warrants in Malaysia
📅 7 September 2026 (Monday)
🕣 8:30 PM – 10:30 PM
💻 Live via Zoom
👉 Register now:
https://tinyurl.com/ENGSTTrade07092026TgPublic
🎟️ Limited seats available.
Don't let market uncertainty keep you on the sidelines. Take the next step towards becoming a more confident and strategic trader.
See you online!
This message was sent automatically with n8n | 163 |
| 8 | No text... | 133 |
| 9 | 🌍 TRADE WIZARD Daily News Highlights 04/09/26 - Friday 🌍
🔥 TODAY'S FOCUS: NVDA spends $12.9bn to buy AI platform! Oil prices hold firm at $95
📊 Overnight US Market Brief
🇺🇸 S&P 500: +1.06% | Nasdaq: +1.40%
━━━━━━━━━━━━━━━━━━
⭐ KEY STORIES
━━━━━━━━━━━━━━━━━━
🌐 Global
1️⃣ NVDA drops $12.9 billion to acquire open-source AI giant Hugging Face 🚀 🔥
🎈 NVDA has agreed to buy the open-source AI platform Hugging Face for $12.9 billion.
🎈 This deal marks NVDA's second-largest acquisition ever, following its $20bn Groq asset deal.
🎈 Hugging Face’s CEO revealed that he personally approached Jensen Huang during the summer to kickstart the deal.
🎈 Jensen Huang stated that even after the acquisition, the platform will remain open to the entire AI ecosystem.
🎈 This mega-buy shows NVDA is aggressively expanding from just chips into a full-stack AI ecosystem.
👀 Stocks to Watch: YTLPOWR, INARI — YTLPOWR is collaborating with NVIDIA on AI data centers; INARI is a leading semiconductor OSAT player benefiting from the global AI chip supply chain growth.
🇲🇾 Malaysia
2️⃣ Farm Fresh plans PP to raise RM200 million for expansion & Inside Scoop buyout 🥛 🚀
🎈 FFB plans a private placement of up to 109.65 million new shares to raise up to RM200 million.
🎈 Around RM148 million will be used for capex to expand production lines in Cambodia and Malaysia.
🎈 Another RM50 million is allocated to finish buying the remaining 20% stake in Inside Scoop.
🎈 Once the funds are in, their gearing ratio is expected to drop significantly from 0.89x to 0.52x.
🎈 FFB expects this private placement exercise to be completed by Q3 2026.
3️⃣ Iran missile strike on Kuwait! Oil prices hover near $95 mark with high volatility 🛢️
🎈 Brent crude dipped slightly by 11 cents to $95.52 per barrel, after briefly breaking $97 intraday.
🎈 US WTI crude rose 29 cents to close at $91.30 per barrel.
🎈 Due to escalating US-Iran tensions, US oil prices have surged over 9% this week.
🎈 Kuwait’s air defense intercepted several Iranian missiles and drones, successfully repelling the attack. 🛡️
🎈 Over 17 million barrels of oil are passing through the Strait of Hormuz daily under US escort—a wartime record.
🎈 Trump publicly stated that the conflict isn't expected to last long and won't turn into a full-scale war.
👀 Stocks to Watch: HIBISCS, DIALOG — HIBISCS is a direct beneficiary of high oil prices through its upstream E&P business; DIALOG covers tank terminals and integrated O&G engineering services.
━━━━━━━━━━━━━━━━━━
📌 QUICK NOTES
━━━━━━━━━━━━━━━━━━
🌐 Global
4️⃣ US Non-farm payrolls expected at +53k, summer hiring spree totally cools off! 📉
🎈 Market expects August non-farm payrolls to add 53,000 jobs, with the unemployment rate staying at 4.1%.
🎈 Combined June and July payrolls saw a net loss of 3,000 jobs; the summer job market was basically stagnant.
🎈 Most employers have shifted to a "low hire, low fire" mode, with the layoff rate hitting a 4-year low.
🇲🇾 Malaysia
5️⃣ ZETRIX spends RM130m on acquisition; share price volatile while new share pricing still pending 📉
🎈 ZETRIX plans to spend RM130 million to acquire a 50% stake in MyEG Ventures.
🎈 The deal is mainly funded by issuing up to 361 million new shares, with the rest settled in cash.
🎈 After the deal, ZETRIX's effective stake in MyEG Philippines will increase to 74.5%.
6️⃣ Bursa Buzz: FFB raising RM200m for expansion, PRG hit by internal drama & judicial management ⚡
🎈 PRG was placed under interim judicial management by the High Court due to a debt dispute between the board and its largest shareholder.
🎈 TECHNAX sold its loss-making HK battery business for RM45 million to pivot towards F&B expansion.
🎈 SALUTE’s Lim family cashed out RM18.26 million, clearing their entire stake and resigning from all director roles.
━━━━━━━━━━━━━━━━━━
💬 NVDA dropping $12.9bn on Hugging Face—you think this will solidify their AI empire? (Yes / No) | 124 |
| 10 | 🌍 《TRADE WIZARD 每日新闻重点》04/9/26 - 星期五 🌍
🔥 今日焦点：NVDA豪掷129亿美元吞并开源巨头，油价急测95关口！
📊 隔夜美股速览
🇺🇸 S&P 500: +1.06% | Nasdaq: +1.40%
━━━━━━━━━━━━━━━━━━
⭐ 必读 KEY STORIES
━━━━━━━━━━━━━━━━━━
全球 Global
1️⃣ NVDA豪掷129亿美元收购开源AI巨头Hugging Face 🚀
🎈 NVDA同意以129亿美元收购开源AI平台Hugging Face。
🎈 该交易为NVDA史上第二大收购案，仅次于此前以200亿美元收购Groq资产。
🎈 Hugging Face首席执行官透露，是其在夏季主动接洽黄仁勋促成交易。
🎈 黄仁勋表示收购完成后，该平台仍将对整个AI生态系统保持开放。
🎈 此次重磅收购标志着NVDA正加速从底层芯片向AI全栈生态大举扩张。
👀 延伸关注：YTLPOWR、INARI — 分别涉及AI云端算力中心基础设施建设与半导体先进封装供应链。
本地 Malaysia 🇲🇾
2️⃣ Farm Fresh拟配股筹资2亿令吉 扩产并加码收购Inside Scoop 🥛
🎈 FFB拟私下配售最多1.0965亿股新股，筹集最高2亿令吉。
🎈 其中1.48亿令吉用于资本支出，拓展柬埔寨与本地生产线。
🎈 另拨出5000万令吉落实Inside Scoop剩余20%股权收购。
🎈 资金到位后负债率料从0.89倍显著降至0.52倍。
🎈 FFB预计该私下配售计划将在2026年第三季度完成。
3️⃣ 伊朗导弹突袭科威特！国际油价险守95美元关口微幅震荡🛢️
🎈 布伦特原油微跌11美分报每桶95.52美元，盘中一度突破97美元。
🎈 美国WTI原油微幅走高29美分，收报每桶91.30美元。
🎈 受美伊交火升级影响，美国原油价格本周累计飙升超过9%。
🎈 科威特防空部队紧急拦截多枚伊朗导弹与无人机，击退袭扰。🛡️
🎈 霍尔木兹海峡单日逾1700万桶石油在美军护航下通行，创战时纪录。
🎈 特朗普公开表示冲突预计不会持续太久，战局不会全面扩大。
━━━━━━━━━━━━━━━━━━
📌 简报 QUICK NOTES
━━━━━━━━━━━━━━━━━━
全球 Global
4️⃣ 美非农就业预增5.3万人，盛夏招聘潮彻底熄火！📉
🎈 市场预期美国8月非农新增就业5.3万人，失业率预计维持在4.1%。
🎈 此前6月和7月非农合计净减少3000个岗位，夏季就业市场近乎停滞。
🎈 多数雇主普遍转向“低招聘、低解雇”模式，企业裁员速度创4年新低。
本地 Malaysia 🇲🇾
5️⃣ ZETRIX豪掷1.3亿令吉展开收购，股价剧震新股定价暂未敲定📉
🎈 ZETRIX拟豪掷1.3亿令吉，收购MyEG Ventures的50%股权。
🎈 鉴于近期股价波动剧烈，新股发行价暂未敲定，将依5天成交量加权均价厘定。
🎈 交易完成后，ZETRIX对菲律宾MyEG的有效持股将增至74.5%。
6️⃣ 马股焦点：FFB拟筹2亿扩充版图，PRG爆内讧遭司法接管⚡
🎈 PRG因董事会与最大股东债务纠纷，遭高庭下令置于临时司法管理。
🎈 TECHNAX以4500万令吉脱售亏损的香港电池业务，转投餐饮扩张。
🎈 SALUTE林氏家族套现1826万令吉全面清仓，辞去所有董事职务。
━━━━━━━━━━━━━━━━━━
💬 NVDA豪掷百亿构建AI生态，你看好科技股继续领涨，还是油气股受地缘局势推动更有空间？（A: 科技 / B: 油气）
#科技 #油气 #半导体 #数据中心
✳️ 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 | 106 |
| 11 | HOT AFTERNOON | Trade Wizard
今天的马股和全球市场很热闹，为你送上今天下午最Hot的4大财经新闻！
1. Kerjaya Prospek 扫下 Johor 巨额数据中心合约！
Kerjaya Prospek bags massive Johor data centre contract!
恭喜 Kerjaya Prospek (KERJAYA) 抢下价值 RM8.58亿 (RM858m) 的 Iskandar Puteri 数据中心 MEP 机电工程合约。这也是他们首次跨足高利润的数据中心板块，直接拉满市场对他们未来盈利的期待。
Kerjaya Prospek (KERJAYA) secured a massive RM8.58亿 (RM858m) data centre MEP fit-out contract in Iskandar Puteri, Johor. This marks their first breakthrough into the high-margin data centre space, which could be a major earnings driver ahead.
http://www.thestar.com.my/business/business-news/2026/09/03/kerjaya-prospek-bags-rm858mil-data-centre-contract-in-johor
2. 伊朗空袭科威特！中东战火升级，油价又要震荡？
Iran strikes Kuwait! Mideast tensions flare up, brace for oil price volatility?
科威特军方确认拦截来自伊朗的导弹和无人机袭击，中东局势再度陷入紧张。这波地缘政治风险可能会直接刺激国际原油价格波动，本地油气板块（O&G counters）要密切留意了。
Kuwait's army intercepted missile and drone attacks from Iran, escalating Middle East geopolitical risks. This immediate tension is set to trigger volatility in global crude markets, directly impacting Bursa's oil and gas plays.
https://www.cnbc.com/2026/09/03/us-iran-war-trump-hormuz-israel-middle-east-europe-kuwait.html
3. 贺特佳预警手套价格看涨！原料成本走高是双刃剑？
Hartalega expects glove prices to rise on higher feedstock costs!
贺特佳（HARTA）表示由于原料丁二烯和能源成本飙升，手套平均售价（ASP）预计会走高。虽然成本在起，但全球需求正在有机增长，大马手套商依然享有溢价优势，对散户最爱的手套股是个不错的催化剂。
Hartalega (HARTA) expects rubber glove ASPs to trend higher as feedstock and energy costs increase globally. While raw material costs are rising, organic demand growth and Malaysia's premium pricing power could fuel interest in retail-heavy glove counters.
https://www.nst.com.my/business/corporate/2026/09/1524869/hartalega-expects-rubber-gloves-price-trend-higher-due-rising
4. 博通财报展望超预期！本地半导体股稳了？
Broadcom delivers stellar AI-driven outlook, boosting local tech sentiment!
芯片巨头博通（Broadcom）公布最新财报，CEO 更是喊出 2027 年 AI 营收要翻倍的超牛展望。大马作为全球半导体封测重镇，博通的强势表现直接给本地科技和半导体设备股注入强心针。
Global chip giant Broadcom beat earnings estimates and issued a highly optimistic long-term outlook fueled by AI chip demand. This strong guidance injects positive momentum into Malaysian semiconductor and tech equipment suppliers closely linked to the global supply chain.
https://www.cnbc.com/2026/09/02/broadcom-avgo-q3-earnings-report-2026.html
大家觉得中东局势的升级，会不会让资金再次流向避险板块？
Do you think the escalating Middle East tensions will drive investors back into defensive play and safe-haven sectors?
✨✨✨📈📈📈
👉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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Trade Wizard
Educational use only | 140 |
| 12 | 🌍 TRADE WIZARD Daily News Highlights 03/9/26 - Thursday 🌍
🔥 TODAY'S FOCUS: AVGO net profit jumps over 2x! AI custom chips push market cap to $1.8 trillion
📊 Overnight US Market
🇺🇸 S&P 500: +0.46% | Nasdaq: +0.45%
━━━━━━━━━━━━━━━━━━
⭐ KEY STORIES
━━━━━━━━━━━━━━━━━━
🌐 GLOBAL
1️⃣ AVGO net profit more than doubles! AI chip demand explodes as earnings hit new high 🚀
🎈 AVGO Q3 revenue surged 86% to $29.59 billion, with net profit breaking $13.09 billion.
🎈 Company is deeply tied with OpenAI, GOOGL, and META, with custom AI chip shipments ramping up fast.
🎈 Plans to deploy gigawatt-scale self-developed AI chips for Anthropic and OpenAI by 2027.
🎈 Expects 2027 AI revenue to double to $115 billion, and reach $230 billion by 2028.
🎈 Driven by the AI boom, its share price has jumped over 6x since late 2022, with market cap hitting $1.8 trillion.
👀 STOCKS TO WATCH: INARI, MPI — Local semiconductor OSAT leaders, heavily involved in global high-end chip and RF module supply chains.
🇲🇾 MALAYSIA
2️⃣ AirAsia plans $1 billion bond issue for debt refinancing ✈️
🎈 AAGB confirmed it plans to raise up to $1 billion (about RM4.05 billion) in international bond markets.
🎈 The group is also seeking RM700 million in local credit, mainly for debt restructuring and consolidating the balance sheet.
🎈 This move aims to replace high-cost debt from the pandemic era, stretching repayment periods and lowering interest expenses.
🎈 Facing two consecutive quarters of losses and high fuel costs, the fundraising plan is targeted to complete by Q4 this year.
🎈 AAGB and Pegasus have a codeshare agreement, increasing KL to Istanbul flights to once daily.
3️⃣ EQIX teams up with NVDA on AI inference, market cap surges past $100 billion! 🔥
🎈 EQIX and NVDA collab to launch a new AI model inference platform.
🎈 EQIX stock is up 33% this year, market cap broke $100 billion, solidifying its position as the REIT leader. 🌟
🎈 Goldman Sachs expects global tech giants to spend over $5 trillion on AI data centers by 2030.
🎈 It owns 281 facilities across 77 metros, focusing on distributed inference close to end-users.
🎈 Latest quarterly revenue grew 16% to $2.63 billion, with net profit reaching $477 million, showing steady earnings.
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📌 QUICK NOTES
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🌐 GLOBAL
4️⃣ Inflation and rate hike fears heat up, US Treasury yields hit multi-year highs 🔥
🎈 US 10-year Treasury yield hit 4.818%, the highest since November 2023.
🎈 Middle East tensions escalating have added to inflation worries, and market expectations for Fed rate hikes are rising again.
🎈 ADP data shows US private sector added only 38,000 jobs in August, missing market expectations.
🇲🇾 MALAYSIA
5️⃣ AAGB plans $1b fundraising! KJTS bags 20-year long-term contract 🚀
🎈 KJTS Thailand subsidiary secured four 20-year O&M service contracts from Centel.
🎈 EPF increased its stake in ECOSHOP to 5.14%, becoming the third-largest shareholder.
🎈 CGB plans a private placement to raise up to RM83.31 million for Sabah water supply and Pan Borneo Highway projects.
6️⃣ SERSOL welcomes new major shareholder while Executive Director resigns 🤝
📋 ENGLISH MORNING NEWS
━━━━━━━━━━━━━━━━━━
Part 2/2
🎈 SERSOL welcomes new major shareholder Peh Weng Huat, who bought 100 million shares or a 12.43% stake.
🎈 Former largest shareholder and ED Sophian announced his resignation from the board due to personal commitments.
🎈 SERSOL posted a net loss of RM1.03 million in FY26 Q4, with revenue at RM15.15 million.
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💬 AVGO market cap is nearing $2 trillion. Do you think custom AI chips (ASIC) will eventually overtake general GPUs?
#Semiconductor #Tech #DataCenters #Infrastructure #AVGO #INARI #MPI #AAGB #KJTS #CGB #SERSOL #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. | 145 |
| 13 | Join Telegram▶️: https://t.me/tradewizardglobal | 137 |
| 14 | 🌍 《TRADE WIZARD 每日新闻重点》03/9/26 - 星期四 🌍
🔥 今日焦点：AVGO净利暴涨超两倍！AI营收冲刺千亿美元大关
📊 隔夜美股速览
🇺🇸 S&P 500: +0.46% | Nasdaq: +0.45%
━━━━━━━━━━━━━━━━━━
⭐ 必读 KEY STORIES
━━━━━━━━━━━━━━━━━━
全球 Global
1️⃣ AVGO净利暴涨超两倍！AI芯片需求井喷业绩再创新高 🔥
🎈 AVGO第三季营收飙升86%至295.9亿美元，净利润突破130.9亿美元。
🎈 公司深度绑定OpenAI、GOOGL及META，定制AI芯片出货全速放量。
🎈 计划2027年为Anthropic与OpenAI部署数吉瓦规模的自研AI芯片。
🎈 预计2027财年AI营收翻倍至1150亿美元，2028年达2300亿美元。
🎈 伴随AI繁荣其股价自2022年底涨逾6倍，市值冲上1.8万亿美元。
👀 延伸关注：INARI — 作为Broadcom核心射频与光通信封装测试（OSAT）伙伴，直接受益于AI芯片出货放量
本地 Malaysia 🇲🇾
2️⃣ AirAsia拟发债豪筹10亿美元推债务再融资 🚀
🎈 AAGB证实拟在国际债市筹集最高10亿美元（约40.5亿令吉）。
🎈 集团还拟寻求7亿令吉本地信贷，主要用于债务重组与整合资产负债表。
🎈 此举旨在置换疫情期间的高成本债务，拉长还款期限并降低利息开支。
🎈 面对连续两季亏损与高燃油成本压力，该筹资计划放眼于今年第四季完成。
🎈 AAGB与Pegasus达成代码共享，吉隆坡至伊斯坦布尔航班将增至每日一班。
3️⃣ EQIX联手NVDA押注AI推理，市值飙升破1000亿美元！🔥
🎈 EQIX与NVDA达成合作，联手推出新型AI模型推理平台。
🎈 EQIX今年股价大涨33%，市值破1000亿美元稳居REIT龙头。🌟
🎈 高盛预计，全球科技巨头至2030年将在AI数据中心豪掷超5万亿美元。
🎈 其在全球77个都会区拥有281座设施，主打靠近终端用户的分布式推理。
🎈 最新季度营收增长16%至26.3亿美元，净利润达4.77亿美元稳健盈利。
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📌 简报 QUICK NOTES
━━━━━━━━━━━━━━━━━━
全球 Global
4️⃣ 通胀与加息担忧升温 美债收益率飙升创近年新高🔥
🎈 美国10年期国债收益率冲上4.818%，创下2023年11月以来新高。
🎈 中东局势升级加剧通胀担忧，市场对美联储加息的预期再度升温。
🎈 ADP数据显示美国8月私营部门新增就业仅3.8万人，不及市场预期。
本地 Malaysia 🇲🇾
5️⃣ AAGB拟筹资逾10亿美元！KJTS斩获20年长期合约🚀
🎈 AAGB拟筹资高达10亿美元及7亿令吉信贷，主要用于债务再融资。
🎈 KJTS泰国子公司斩获Centel旗下4项长达20年的运维服务合约。
🎈 公积金局（EPF）增持ECOSHOP至5.14%，晋升第三大股东。
6️⃣ SERSOL迎来新大股东兼执行董事离职🤝
🎈 SERSOL迎来新主要股东白荣发，其买入1亿股或12.43%股权。
🎈 以每股3仙计，这笔场外交易的总额估计达300万令吉。
🎈 前最大股东兼执行董事苏菲安因“个人承诺”宣布辞去董事职务。
━━━━━━━━━━━━━━━━━━
💬 AVGO净利翻倍暴涨、AI定制芯片需求井喷，你看好AI半导体热潮能持续到2028年吗？（看好 / 存疑）
#科技 #半导体 #数据中心 #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。它不构成财务建议和/或任何投资建议。
Join Telegram▶️: https://t.me/tradewizardglobal | 141 |
| 15 | HOT AFTERNOON | Trade Wizard
下午茶时间到！快来看看今天下午马股和全球市场最劲爆的4个焦点故事，把握最新的交易风向。
1. TGS突然辞去10家上市公司审计师，市场震惊！
TGS resigns suddenly as auditor for 10 listed companies, shocking the market!
本地知名审计机构TGS PLT毫无预警集体辞去10家公司的审计职务，连带4个合伙人也离职。这起突发事件直接引爆企业治理疑虑，庄家散户都在盯着相关公司。
Prominent auditor TGS PLT suddenly quit across 10 listed Bursa firms alongside 4 partners. This triggers major corporate governance alarms, and traders are on high alert.
https://www.enanyang.my/?p=1367839
2. 戴尔Q2业绩超预期暴涨9%！AI服务器需求直接吹到马股科技股
Dell surges 9% as AI server boom lifts forecast, boosting Bursa tech plays
戴尔（Dell）因为AI服务器需求太狂，直接上调了2027财年营收预测至USD1920亿 (USD192b)。这个利好对本地数据中心供应链和科技板块是一剂强心针。
Dell upgraded its FY27 revenue forecast to USD1920亿 (USD192b) due to tripling AI server demand. This beat directly boosts Malaysian tech and data center supply chain plays.
https://www.cnbc.com/2026/09/01/dell-q2-earnings-report-2027.html
3. 本地机构大手笔护盘！富时隆综指死守1700点大关
Local institutional support saves the day, keeping FBM KLCI above 1,700 points
受到隔夜美股走弱和地缘政治影响，综指今早一度跌破大关至1695.89点。幸好本地大机构进场捞底，休市时成功收复失地回到1701.61点。
Despite global market weakness pulling the index to 1,695.89 points, local institutional support stepped in to defend the psychological 1,700 threshold. The market closed slightly up in the morning, keeping local trader sentiment stable.
https://www.enanyang.my/?p=1367865
4. 美债收益率创近2年新高！油价飙升通胀担忧再起波及马股
US 10-year yield hits multi-month highs as oil spikes over Mideast tensions
美国对伊朗发动新一轮空袭，导致布伦特原油冲上每桶USD95，10年期美债收益率飙至4.792%。这波高通胀阴影让美联储降息希望渺茫，马股大盘及能源板块恐面临更大波动。
US strikes in Iran pushed Brent crude to USD95, driving 10-year Treasury yields to 4.792% over fresh inflation worries. While this benefits local energy counters, soaring yields could weigh heavily on broader Bursa stocks.
https://www.cnbc.com/2026/09/01/bonds-treasury-yields-middle-east-tensions.html
审计师集体辞职，加上中东局势升温，大家觉得目前马股的1700点大关能守得住吗？
With sudden auditor resignations and rising Mideast tensions, do you think Bursa can successfully defend the 1,700-point psychological level?
✨✨✨📈📈📈
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| 16 | 🌍 TRADE WIZARD Daily News Highlights 02/9/26 - Wednesday 🌍
🔥 TODAY'S FOCUS: Middle East war tension pushes oil prices up, WTI jumps 5.2% to break $90!
📊 OVERNIGHT US MARKET SUMMARY
🇺🇸 S&P 500: -0.71% | Nasdaq: -1.03%
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⭐ MUST-READ KEY STORIES
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GLOBAL Global
1️⃣ Middle East tensions spike oil prices; US Treasury yields hit fresh 1-year high 📈
🎈 US 10-year Treasury yield broke 4.79%, the highest level since January 2025.
🎈 US military strikes on Iranian targets caused the Middle East situation to worsen, with Hormuz Strait blockage fears adding to global inflation worries.
🎈 International oil prices jumped on the news, WTI crude futures up 5.2% at $90.22, while Brent crude rose 4.6%.
🎈 30-year US yield rose to 5.266%, and the 2-year yield climbed to 4.398%.
🎈 UBS pointed out that high oil prices plus Fed policy uncertainty means yields will remain volatile in the short term.
Stocks to Watch: HIBISCS, DIALOG — High global oil prices directly boost the average selling price for upstream O&G players and increase demand for storage and marine support services.
MALAYSIA 🇲🇾
2️⃣ Bursa Focus: SJC wins RTS Link concession; ALAM spends RM80.8m on new vessel! 🔥
🎈 SJC bagged a 7-year advertising concession for the Johor Bahru-Singapore Rapid Transit System (RTS Link).
🎈 ALAM plans to spend $19.8 million (approx RM80.8 million) to buy an offshore support vessel.
🎈 TAWIN's subsidiary started a restructuring to cut costs, slashing 52% of its workforce (39 employees).
🎈 VSTECS is selling its entire 40% stake in ISATEC for RM48.75 million to focus on AI.
🎈 KEEMING secured two mechanical and electrical sub-con contracts in Penang and Selangor worth a total of RM40 million.
🎈 IHH’s deal to buy a controlling stake in India’s Fortis has been ordered for a forensic audit by the Delhi court.
3️⃣ India court orders forensic audit on Fortis deal! IHH clarifies no penalties imposed ⚖️
🎈 The Delhi High Court ordered a forensic audit of the deal where IHH took over a controlling stake in Fortis Healthcare.
🎈 This audit stems from a long-running legal battle between Japan’s Daiichi Sankyo and the original Fortis owners, the Singh brothers.
🎈 An arbitration tribunal previously ruled the Singh brothers must pay Daiichi Sankyo around 25.62 billion Indian Rupees plus interest.
🎈 IHH emphasized that the court did not impose any liability, fine, or penalty on the group or Fortis.
🎈 IHH took over Fortis in 2018 and currently holds a 31.17% stake.
🎈 IHH closed down 1.21% at RM8.15 on Tuesday, with a market cap of RM72.01 billion. 📉
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📌 QUICK NOTES
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GLOBAL Global
4️⃣ US airstrikes on Iran trigger retaliation; risk of full-blown Middle East war spikes 🔥
🎈 The US military launched a new round of heavy airstrikes against Iran’s Revolutionary Guard targets near the Strait of Hormuz.
🎈 Iran responded by firing missiles and drones at US targets, with explosions heard in southern Jordan.
🎈 The escalating conflict threatens a major oil shipping route that handles about 20% of global supply.
5️⃣ Inflation still sticky! Fed Governor Barr stays hawkish, supports more rate hikes 📈
🎈 Fed Governor Barr said he would support decisive rate hikes if inflation doesn't show signs of cooling down.
🎈 US inflation has been above the 2% target for over 5 years, with July core inflation hitting 3.3%.
🎈 CME data shows the market sees a 66% probability of a rate hike at the FOMC meeting in two weeks. 🔥
MALAYSIA 🇲🇾
6️⃣ Massive restructuring! TAWIN sub-company slashes 52% of workforce 📉
🎈 TAWIN’s wholly-owned subsidiary announced a restructuring that will retrench 39 people, or 52% of its total staff.
🎈 This move is to lower operating costs to better match current market demand for copper wires and rods.
🎈 This move will involve one-off restructuring costs, expected to hit its FY2027 earnings.
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💬 International oil prices are back at the $90 mark. You think Bursa O&G stocks will start flying soon? | 146 |
| 17 | 🌍 《TRADE WIZARD 每日新闻重点》02/9/26 - 星期三 🌍
🔥 今日焦点：中东战火升级油价暴涨5.2%，美债收益率创一年新高！
📊 隔夜美股速览
🇺🇸 S&P 500: -0.71% | Nasdaq: -1.03%
━━━━━━━━━━━━━━━━━━
⭐ 必读 KEY STORIES
━━━━━━━━━━━━━━━━━━
全球 Global
1️⃣ 美军空袭伊朗引报复 中东战火全面升级风险飙升🔥
🎈 美军针对霍尔木兹海峡附近的伊朗伊斯兰革命卫队目标发起新一轮猛烈空袭。
🎈 伊朗随后展开反击，向美方利益目标发射导弹与无人机，约旦南部现爆炸声。
🎈 特朗普称美军打击规模强大，并警告若伊朗继续报复将面临更严厉的军事打击。
🎈 民调显示特朗普支持率降至33%，仅36%受访民众支持对伊朗的军事行动。
🎈 美使馆发布安全警报，冲突升级正威胁战前占全球约20%供应的石油运输要道。
👀 延伸关注：HIBISCS、DIALOG — 核心业务涵盖上游石油勘探开采及中游储油码头仓储，直接受中东地缘局势与国际油价波动影响。
本地 Malaysia 🇲🇾
2️⃣ 马股焦点：SJC拿下新柔捷运特许权，ALAM豪掷8080万购船！🔥
🎈 SJC拿下新柔捷运（RTS Link）为期7年的广告特许经营权。
🎈 ALAM拟斥资1980万美元（约8080万令吉）收购一艘海事支援船。
🎈 TAWIN子公司启动重组削减成本，裁撤52%人力（39名员工）。
🎈 VSTECS以4875万令吉脱售ISATEC全部40%股权以聚焦AI。
🎈 KEEMING斩获槟城与雪兰莪两项机电分包合同，总值4000万令吉。
🎈 IHH收购印度Fortis控股权交易遭德里法院下令进行法务审计。
3️⃣ 印度法院下令法务审计Fortis收购案！IHH澄清未受任何处罚⚖️
🎈 印度德里高院下令对IHH收购Fortis控股权交易展开法务审计。
🎈 该审计源于日本第一三共与Fortis原股东辛格兄弟的长期诉讼。
🎈 仲裁庭曾判辛格兄弟须向第一三共赔偿约256.2亿印度卢比及利息。
🎈 IHH强调法院未对集团或Fortis施加任何责任、罚款或处罚。
🎈 IHH于2018年入主Fortis，目前持有该公司31.17%股权。
🎈 IHH周二闭市跌1.21%至8.15令吉，市值达720.1亿令吉。📉
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📌 简报 QUICK NOTES
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全球 Global
4️⃣ 中东局势升级推高油价 美债收益率飙升创逾一年新高📈
🎈 美国10年期国债收益率升破4.79%，创下自2025年1月以来的最高水平。
🎈 国际油价应声大涨，WTI原油期货大涨5.2%报90.22美元，布伦特原油涨4.6%。
🎈 瑞银UBS指出，油价走高叠加联储政策不确定性，短期收益率将持续震荡。
5️⃣ 通胀顽固难降！美联储理事Barr放鹰支持再次加息 📈
🎈 美联储理事Barr表示，若通胀未见降温将支持果断加息。
🎈 美国通胀已连续逾5年高于2%目标，7月核心通胀达3.3%。
🎈 CME数据显示，市场押注两周后FOMC会议加息的概率攀升至66%。🔥
本地 Malaysia 🇲🇾
6️⃣ 启动重组大瘦身！TAWIN子公司大砍52%员工 📉
🎈 TAWIN旗下全资子公司宣布重组，将裁员39人或占总员工人数的52%。
🎈 此次重组旨在降低营运成本，以更好契合当前的铜线与铜棒市场需求。
🎈 该举措将产生一次性重组成本，预计会对其2027财年盈利造成冲击。
━━━━━━━━━━━━━━━━━━
💬 中东战火加剧导致油价飙升，你认为油气股接下来会迎来新一轮涨潮吗？（会 / 不会）
#油气 #医疗 #基建 #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 | 150 |
| 18 | HOT AFTERNOON | Trade Wizard
今天下午马股直接被红海波及，不过也有几只消费和科技股有看头，大家快点来了解最新的市场动态！
1. 中东局势升温拖累马股，油价飙破90美元
Mideast tensions drag FBM KLCI as oil surges past $90
美伊冲突升级搞到全球债券被抛售，马股今天大跌超过1%跌破1700关口。不过油价飙到90美元以上，看来本地的O&G板块又要开始热闹了。
Rising geopolitical tension pushed oil prices above US$90, dragging down our FBM KLCI. This could spark heavy retail interest in Bursa oil and gas counters.
https://theedgemalaysia.com/node/816402
2. 鲜奶大王双管齐下！Farm Fresh森州与柬埔寨新厂引爆产能
Farm Fresh double expansion! New plants in Enstek and Cambodia to boost capacity
鲜奶大王在大马Enstek和柬埔寨开新厂，分析员看好这会大大提振他们的生产线。虽然短期内原料成本有点压力，但长期的出口增长和新产品绝对值得留意。
Farm Fresh is expanding its production capacity with new facilities in Bandar Enstek and Cambodia. This serves as a solid catalyst to drive regional earnings growth despite short-term margin pressure.
https://www.hmetro.com.my/bisnes/2026/09/1405056/pembukaan-kilang-di-bandar-enstek-kemboja-lonjak-kapasiti-farm-fresh
3. 德信控股进军巴西，RM5亿资本支出建新厂
DXN expands to Latin America with RM500m Brazil plant
德信控股在巴西买地建新工厂，直接在当地采购咖啡豆等原料。这是他们RM5亿 (RM500m) 资本支出计划的一部分，看来是要全力扩大在拉美的市场份额了。
DXN is building a new facility in Brazil to link upstream cultivation with manufacturing. The move is part of their RM5亿 (RM500m) capex plan to drive long-term global revenue growth.
https://www.thestar.com.my/business/business-news/2026/09/01/dxn-breaks-ground-on-brazil-manufacturing-facility
4. 韩国8月出口暴涨近70%！全球半导体需求强到没朋友
South Korea's August exports surge 70% on roaring tech demand
韩国8月出口按年飙升68.7%达到982.6亿美元，连续15个月增长。全球科技产品和半导体的需求还是强到爆，本地的科技和OSAT板块这下有借口起舞了。
South Korea's tech-driven exports jumped almost 70% in August, signaling robust global chip demand. This super strong export data is bound to boost positive sentiment for Bursa tech and OSAT players.
https://www.enanyang.my/news/20260901/Finance/1366770
大家觉得油价飙涨会不会让马股的油气板块掀起新一轮的炒风？
Do you think the surging oil prices will spark another major rally for Bursa's oil and gas counters?
✨✨✨📈📈📈
👉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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👉 Join us for discussion:
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Educational use only | 181 |
| 19 | 🌍 TRADE WIZARD Daily News Highlights 01/09/26 - Tuesday 🌍
🔥 TODAY'S FOCUS: Fed rate hike odds surge to 66%! GAMUDA bags another RM3.57 billion mega deal
📊 Overnight US Market
🇺🇸 S&P 500: -0.33% | Nasdaq: -0.12%
━━━━━━━━━━━━━━━━━━
⭐ KEY STORIES
━━━━━━━━━━━━━━━━━━
GLOBAL
1️⃣ Fed September rate hike expectations surge! Market buzz over Warsh's hawkish tone🔥
🎈 Fed’s Warsh sent hawkish signals at the Jackson Hole meeting, emphasizing the determination to fight inflation.
🎈 CME FedWatch shows the probability of a September rate hike has surged to 66.1%, nearly double from previous levels.
🎈 US Treasury Secretary Scott Bessent and others remain skeptical, believing core inflation is still under control.
🎈 US July PCE core inflation hit 3.3%, but non-farm payrolls and other jobs data are showing signs of slowing down.
🎈 BAC is sticking to its forecast of 3 more hikes, believing Warsh has boosted the Fed's policy credibility.
👀 STOCKS TO WATCH: MAYBANK, PBBANK — Interest rate changes and Fed policy expectations directly impact banks' Net Interest Margin (NIM) and fund flows.
MALAYSIA 🇲🇾
2️⃣ GAMUDA bags another RM3.57 billion data center mega deal! 🚀
🎈 GAMUDA’s sub-con won a construction contract from a US tech giant for two hyperscale data centers.
🎈 The two projects are worth RM1.79 billion and RM1.78 billion, totaling RM3.57 billion.
🎈 Construction is expected to start in Q4 2026 and be completed in stages by late 2028.
🎈 This is GAMUDA’s third data center project bagged in Port Dickson this year alone. 🔥
🎈 As of end-April, the group’s outstanding construction order book has reached a massive RM52 billion.
3️⃣ Lim family plans privatization at RM2.35 per share! YINSON confirms preliminary talks 🚀
🎈 YINSON’s major shareholders confirmed they are in preliminary talks for privatization with MISC and EPF.
🎈 The company under founder Lim Han Weng’s family proposed an indicative offer price of RM2.35 per share.
🎈 If it goes through, it will be done via a scheme of arrangement, and EPF will keep its current effective stake.
🎈 The Lim family and EPF hold about 27.68% and 17.09% equity in YINSON respectively.
🎈 Boosted by the news, the stock surged 15% in a single week, with market cap crossing RM6 billion.
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📌 QUICK NOTES
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GLOBAL
4️⃣ Trump bags huge oil deal with Venezuela, but gas prices unlikely to drop soon! ⛽
🎈 Trump announced he secured control over 65 billion barrels of proven oil reserves in Venezuela.
🎈 Analysts estimate it needs about $180 billion in investment for Venezuela to return to its peak production levels.
🎈 Due to geopolitical conflicts, US average gas prices jumped nearly 30% year-on-year to $4.08 per gallon.
5️⃣ Trump slams boycotts on AI data centers: Opponents will stay backward and poor ⚡
🎈 Trump posted strong support for AI data centers, warning that blocking them will leave communities poor and backward.
🎈 Polls show about 70% of Americans oppose building local AI centers, fearing higher electricity bills and water consumption.
🎈 Reports show net support for data centers tanked 60 points in the last 12 months, which might impact the midterms.
MALAYSIA 🇲🇾
6️⃣ Bursa News: WCT bags RM601m deal, HENGYUAN turns profit and resumes dividends 🏢
🎈 WCT won a RM601 million contract to build a 41-storey office tower at TRX.
🎈 HENGYUAN posted a net profit of RM601 million in Q2, turning around and resuming dividends after four years. 💰
🎈 ZETRIX shares crashed 50%; company clarified they aren't involved in any corruption cases, while HTPADU hit a 30-month low.
━━━━━━━━━━━━━━━━━━
💬 If the Fed restarts rate hikes in September, do you think Bursa will face pressure or stay strong?
#DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia #DataCenter #Construction #OilAndGas #Banking #Tech #GAMUDA #YINSON #WCT #HENGYUAN #ZETRIX #HTPADU
✳️ Compiled by: 📈Trade Wizard 📈TED Optimus
⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. | 163 |
| 20 | 🌍 《TRADE WIZARD 每日新闻重点》01/9/26 - 星期二 🌍
🔥 今日焦点：GAMUDA狂揽35.7亿大单，美联储9月加息预期飙至66%！
📊 隔夜美股速览
🇺🇸 S&P 500: -0.33% | Nasdaq: -0.12%
━━━━━━━━━━━━━━━━━━
⭐ 必读 KEY STORIES
━━━━━━━━━━━━━━━━━━
全球 Global
1️⃣ 美联储9月加息预期飙升！市场热议沃什鹰派表态🔥
🎈 美联储主席Warsh在杰克逊霍尔年会上释放鹰派信号，强调抗通胀决心。
🎈 CME FedWatch显示9月加息概率飙升至66.1%，较此前近乎翻倍。
🎈 美国财长Scott Bessent等人持怀疑态度，认为核心通胀仍受控。
🎈 美国7月PCE核心通胀达3.3%，但非农等就业数据连续显露疲态。
🎈 BAC坚持预测未来将加息3次，认为Warsh提升了美联储政策信誉。
👀 延伸关注：MAYBANK、CIMB — 利率环境及政策变动直接影响银行净息差（NIM）与信贷成本。
本地 Malaysia 🇲🇾
2️⃣ GAMUDA再斩获35.7亿令吉数据中心大单！🚀
🎈 GAMUDA子公司获美资科技巨头颁发两座超大规模数据中心建造合约。
🎈 两个项目分别价值17.9亿及17.8亿令吉，总值达35.7亿令吉。
🎈 工程预计2026年第四季动工，并于2028年下半年分阶段竣工。
🎈 这也是GAMUDA今年内在波德申斩获的第三笔数据中心建造工程。🔥
🎈 截至4月底，该集团未完成的建筑订单总额已达到520亿令吉。
3️⃣ 林氏家族拟每股2.35令吉私有化！YINSON确认展开初步洽商🚀
🎈 YINSON主要股东证实，正与MISC及EPF等初步商讨私有化方案。
🎈 创办人林氏家族旗下公司提出每股2.35令吉的指示性收购价。
🎈 若方案落实将透过协议安排私有化，EPF将保留其现有有效持股。
🎈 林氏家族与EPF分别持有YINSON约27.68%及17.09%股权。
🎈 受消息提振该股单周飙升15%，最新市值突破60亿令吉。
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📌 简报 QUICK NOTES
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全球 Global
4️⃣ 特朗普斩获委内瑞拉巨额石油协议，短期恐难降美国油价！⛽
🎈 特朗普宣布获得委内瑞拉650亿桶已探明石油储量的控制权。
🎈 专家指出当地设施老化，需投入约1800亿美元才可能重返产量巅峰。
🎈 CVX为当前唯一在当地运营的美企，拟在两年内增产至40万桶/日。
5️⃣ 特朗普怒批抵制AI数据中心建设：反对者只会落后又贫穷 ⚡
🎈 特朗普发文力挺AI数据中心，警告阻挠建设将让社区陷入贫穷与落后。
🎈 民调显示全美约70%民众反对在当地建AI中心，担忧推高电费支出与负荷。
🎈 OpenAI与Anthropic等科技巨头高度依赖数据中心来训练大模型。
本地 Malaysia 🇲🇾
6️⃣ 马股要闻：GAMUDA斩获35.7亿数据中心大单 🏢
🎈 WCT夺得TRX 41层办公大楼建造合约，总值约6.01亿令吉。
🎈 HENGYUAN次季净赚6.01亿令吉实现扭亏，时隔四年恢复派息。💰
🎈 ZETRIX股价暴跌50%并澄清无涉贪案，HTPADU跌至30个月新低。
━━━━━━━━━━━━━━━━━━
💬 美联储9月加息预期飙升至66%，你认为今年美联储还会加息吗？
#建筑 #数据中心 #油气 #科技 #银行
✳️ 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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