️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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必须给我们首相一个赞👍 就连全球最富有的中东伊斯兰国家 - Saudi Arabia , UAE , Kuwait 都没有表态 🙈
Saudi Arabia 🇸🇦 : 1.068 trillion USD (2023)
UAE 🇦🇪 : 504.2 billion USD (2023)
Qatar 🇶🇦235.8 billion USD (2022)
Kuwait : 161.8 billion USD (2023)
华哥会不会听太多梁靜茹的勇气 ?
Islamic world must unite against sectarianism, says Anwar | The Star
https://www.thestar.com.my/news/nation/2025/02/20/islamic-world-must-unite-against-sectarianism-says-anwar
BYD’s Europe strategy takes shape, with new plants, PHEVs and upscale brands
https://autos.yahoo.com/byd-europe-strategy-takes-shape-154607124.html
China's electric vehicles are around 3-5 years ahead, BYD CEO says | Reuters
https://www.reuters.com/business/autos-transportation/chinas-electric-vehicles-are-around-3-5-years-ahead-byd-ceo-says-2025-02-18/
我国 ❌ 柴油津贴 ➕ 最低薪金 ➕工业电水费用 ，加上特朗普设上关税，鼓励美国公司回到美国本土生产。这些在槟城的美国公司会如何呢？本地下游公司又会受到多大影响？
槟城半导体业好坏参半，一些老板表示遇到前所未有的挑战，一些得到 Broadcom 生意的就 Hoseh 。但是更多老板表示自从 Trump 上任以来，本地半导体面临前所未有的生意低迷 ▶️ 订单少得可怜。目前 INTEL 在槟城 USD 7 bil 的扩展计划已经暂停 ❌
接下来本地半导体何去何从就要看华哥的电话了，华哥是向“东”还是向“西”，至关重要。
From UOBKH :
♨️ Fresh From Oven ♨️
*MPI 2QFY25 briefing keytakes (Venue: Wisma HL)*
Date: 20 Feb 2025
Management: Manuel Zarauza (CEO), Rohit Kumar
Key takeaways:
- Semicon outlook – tough, global challenges getting worse eversince Trump’s in. Automotive and industrial chips impacted by inventory adjustments and shifting demand patterns.
- 6 Mar – new building in SuXiang – for Automotive + GaN
- MY strategic positioning as a semicon manufacturing hub – Chinese OSATS are ramping up in MY to serve US & EU. Taiwanese chipbond to expand operations in Penang soon. No recovery in 2025 for Automotive. Customer - 72% of market share.
- MPI could grow a lot more but market is bad. Customer asking for 40% price down on recent technology.
- Revenue: STM -22%, Allegro -11%, Infineon -9% yoy for 4Q24
- Semicon growth is fuelled by AI.
- 2QFY25 – Auto 35%, AI/servers, Industrial, Consumer comm 12% PC/Laptop, Other 2%. Auto 35%, Industrial 46%, Consumer 13%.
- Tough times now but a bright future ahead.
- To maintain a competitive edge, Carsem continues to invest in packages for Hydrogen cars, RE and AI servers. Wide band cap , AI servers and sensors.
- New factory opposite Carsem M site for wideband gap (WBG) – total 4 storeys at 75.8k sqft.
- Confident about its growth in future – right portfolio, competitive pricing, continuous investment in growth areas, adequate capacity, robust cash position
Summary
- Despite overall market uncertainty, 2QFY25 grown qoq by 3Q in USD
- PATAMI sequentially increased by 33% to RM40m in 2Q25
- Even during global slowdown, MPI continues to have a strong cash position at RM967m
- Carsem continues to invest in replacing old machines & new tech – 2Q RM143m
- Global end market demand drop, high inventory stock with customers and manpower constraints
- Automotive segment is facing a decline: Auto 35%, Industrial 46%, Consumer 13%. Aiming to get Auto revenue mix of 50%
- New capacity expansion – new factory in Ipoh for WBG and new factory in Suxiang China.
- Carsem CSX – construction completed, factory hand over Feb25, equipment move in & qualification – Mar25.
Q&A
- Outlook: 3Q a bumpy quarter, 4Q very good. Automotive China should be doing well. US and Europe auto market will stay weak.
- When tariff happens, cant charge more to customers. Infact all are asking for cost down.
- Automotive portfolio – Chinese still very small. Still downside to Automotive revenue.
- Customer I did do SiC burn-in services in house.
- No direct exposure to BYD but to Tier-2.
科技股爆發，A股逾百股升停！滬指升約0.8%，北證50大升5% 提供者 Investing.com
https://hk.investing.com/news/stock-market-news/article-806759
