️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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*TRUMP: US WILL IMPOSE 100% TARIFF ON CHINA STARTING NOV 1
*TRUMP: US TARIFF ACTION BASED ON CHINA'S EXPORT CONTROLS
Trump ratchets up US-China trade war with new levies, export controls | Reuters
https://www.reuters.com/world/china/trump-says-weighing-massive-increase-tariffs-chinese-imports-no-reason-meet-with-2025-10-10/
Budget 2026 一大亮点：
PNB 将开放 50 亿单位的 ASB3 Didik 及 50 亿单位的 ASM 供认购，总计释放约 RM10 billion 的流动资金进入市场。这笔庞大资金预期将有助于推动蓝筹股表现。
CIMB RE 🐙™️ flash update ⚡️
Primer on Budget 2026 from a property developer’s lens🔍 💰
Comments📝
On balance, we consider Budget 2026 to be mildly negative for the local property sector. While foreign purchases only made up 0.6% (1,459 homes) of total residential property transactions in Malaysia in 2024, the proposed hike in stamp duty for transfers involving foreigners (except for PR’s) and absence of fresh incentives may dent sentiment on the local property sector, although this is partly mitigated by further measures to boost home ownership among first-time purchasers. We retain Mah Sing (MSGB MK; Buy; TP=RM1.90) as our top pick for select exposure to the sector – (i) roughly half of the group’s offerings are priced RM500,000 and below; and (ii) current exposure to foreign buyers is minimal. On the other hand, the proposed infrastructure upgrades, such as the new PLUS interchange for MVV and the 600-acre SAP will improve the value proposition for nearby industrial property projects like Eco World’s (ECW MK; Hold; TP=2.30) Eco Business Park VII (Bukit Pelandok, Negeri Sembilan) and Mah Sing’s MSS Business Park (Sepang).
