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430上市•发售价RM1.29 大马Cuckoo市值料超18亿 | 中國報 China Press
https://www.chinapress.com.my/20250326/430%e4%b8%8a%e5%b8%82%ef%bc%8e%e5%8f%91%e5%94%ae%e4%bb%b7rm1-29-%e5%a4%a7%e9%a9%accuckoo%e5%b8%82%e5%80%bc%e6%96%99%e8%b6%8518%e4%ba%bf/
https://www.thestar.com.my/news/nation/2025/03/26/egg-prices-hit-a-new-low
Egg prices hit a new low
For larger eggs, the price is less significant, with Grade A eggs now priced at around RM11.50 per tray, down from RM13, while Grade B eggs have dropped to RM9 from RM10.50.
US adds dozens of Chinese entities to export blacklist, including Inspur units | Reuters
https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25/
Phillip Capital Market Strategy
Global uncertainties weighed on sentiment in 1Q25, with investors grappling with concerns over AI chip export restrictions and DeepSeek. We expect market volatile to persist in 2Q25, but see market weakness an a good opportunity to accumulate on stocks with strong structural growth story
We added Public Bank to our large-cap pick (replacing Harta); Solarvest and RGB replacing HE and OCK for small-cap. D/G Gaming sector to Neutral following our recent D/G on GENM. Lower KLCI y/e target to 1,700
🌟 2025 CONVICTION BUYS 🌟
SMALL MID CAPS
🛫 AGX (TP: RM0.84)
🛢 Armada (TP: RM0.93)
🏗 Binastra (TP: RM2.30)
♻️ BM Green (TP: RM2.65)
⚙️ Critical (TP: RM1.65)
🛢 Dayang (TP: RM4.50)
🎰 RGB (TP: RM0.69)
☀️ Pekat (TP: RM1.15)
⚡️ *MN (TP: RM1.45)
⚡️ *Solarvest (TP: RM2.54)
LARGE CAPS
🏦 CIMB (TP: RM9.30)
🏦 *PUBLIC (TP: RM5.30)
💻 Frontken (TP: RM5.20)
🏗 Gamuda (TP: RM5.55)
🤖 NatGate (TP: RM2.70) Link : https://klse.i3investor.com/web/blog/detail/PhillipCapitalResearchReports/2025-03-25-story-h498706399-Malaysia_Strategy_Time_to_reposition
Nvidia AI chip fraud case under probe, Miti continues to cooperate with investigation team, says Zafrul
https://theedgemalaysia.com/node/749301
连续四只新股首日跌破发售价 IPO市场风光不再? | 财经 | 東方網 馬來西亞東方日報
https://www.orientaldaily.com.my/news/business/2025/03/25/721601
“I start to see the beginning of some kind of bubble,” Tsai told delegates. Some of the envisioned projects commenced raising funds without having secured “uptake” agreements, he added. “I start to get worried when people are building data centers on spec. There are a number of people coming up, funds coming out, to raise billions or millions of capital.”
“People are talking, literally talking about $500 billion, several 100 billion dollars. I don’t think that’s entirely necessary. I think in a way, people are investing ahead of the demand that they’re seeing today, but they are projecting much bigger demand.”
