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️Macro Alpha Analytics🫆

️Macro Alpha Analytics🫆

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欢迎加入 【Macro Alpha Analytics】 ​⚖️ 法律声明 : ​📌 分享性质: 本群所有观点纯属个人意见分享,不构成买卖建议 (No Buy/Sell Recommendation)。 📌 专业咨询: 在做出任何投资决定前,请务必咨询专业持牌理财顾问或您的股票经纪。 📌 责任豁免: 阁下须对自身的财务决策负全责。本群不对任何投资亏损、交易风险或决策后果承担任何法律责任。 ⚠️ 风险提示: 市场波动无常,投资需根据自身财务承受能力审慎操作。 ​

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赚不赚钱,没关系, “搏杀” 欢迎你来上市 🙈
赚不赚钱,没关系, “搏杀” 欢迎你来上市 🙈

Bursa 大推公司上市,马股资金疲乏,重量不重质。

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.

MITI 最近也重伤,连续5 只 IPO 都低于发售价格 🔻

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/

又有新 IPO 🙈 IPO Price:RM 0.250
又有新 IPO 🙈 IPO Price:RM 0.250

PB_Sector-Technology_EN_20250325.pdf3.21 KB

#ASTRO
#ASTRO

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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

#BINASTRA
#BINASTRA

Nvidia AI chip fraud case under probe, Miti continues to cooperate with investigation team, says Zafrul https://theedgemalaysia.com/node/749301

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#PBBANK #EPF
#PBBANK #EPF

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
“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.”