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马来西亚变天了!股市会有什么大变动!!!

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发表于 2018-5-16 10:20 | 显示全部楼层
六七月股市会正面,老马不会让马来人失望会让他们过个开心马来年
八月正面hari raya haji
九月十月股市会正面,新政府第一次上台财政预算案会提振2019年经济
11月股市正面,新政府会让印度人过个好年
12月股市会正面,圣诞节,感恩节和新年
明年一月元月行情
2019 无意外股市会历史新高会欢庆老马wawasan 2020

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发表于 2018-5-16 10:59 | 显示全部楼层
买到好鸡友股一样跌一样死...杀鸡..


老马和猪朋狗友股升...千里马...奔腾千里




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发表于 2018-5-16 15:49 | 显示全部楼层
PH winning GE14 : Stocks under close friend of Dr. M

Datuk Seri Dr. Peter Sow Chin Chuan is entrepreneur in Malaysia. He is the director of DPS Resources Bhd. He began his business when he was 21year old by setting up Shing Huat Group, which engaged in floor tiles, engineering, timber, trade and roof structure projects.In 1986, the group undertook the restoration project of the historical Red House (Stadthuys) in Malacca.
In 1989 , the group completed construction 4 storey school building at smk seri tangjong melaka.
In 1994, the group completed construction of the Malacca Mosque, Masjid Al-Azim.
In 1995, Datuk Dr Sow purchased and took over Shantawood Manufacturing from a Taiwanese businessman who was a well-known furniture manufacturer and exporter. The group began to venture into manufacturing and export of furniture worldwide as well as supplying wood and roof structures to all regions of Malaysia .It has subsequently become an international brand in timber trade.
In 1996 and 1997, during the Asian financial crisis, it responded to the call by Prime Minister Tun Dr. Mahathir to export timber to the world.
In 1999 , the new building was built and completed in the Melaka General Hospital.


Opcom Holdings Bhd, which is controlled by a son of former Prime Minister Tun Dr Mahathir Mohamad, has seen its shares surge by as much as 22.5 sen or 49.45% today, ahead of the upcoming 14th general election (GE14) tomorrow.
Opcom shares were also the third most actively traded on the local bourse today, with 20.03 million shares traded, equivalent to 12.4% of its outstanding shares.
At 10:07am, Opcom shares have pared down gains and were trading at 64 sen each, valuing the ACE Market-listed firm at a market capitalisation of RM103.2 million.
When contacted, a dealer with Hong Leong Investment Bank Bhd told theedgemarkets.com that Opcom shares continue to gain traction today, as investors are banking on a positive outcome for Mahathir, who is contesting in GE14 along with his son, Datuk Seri Mukhriz Mahathir.

The latest filings with Bursa Malaysia showed that Mukhriz directly owns 37.54 million shares, equivalent to a 23.28% stake, in the company while his wife Tok Puan Norzieta Zakaria indirectly owns 23.5 million shares or a 14.57% stake via M Ocean Capital Sdn Bhd.
Mukhriz's elder brother, Tan Sri Mokhzani Mahathir, is currently the chairman and chief executive officer of Opcom, a producer of fibre optic products.
"Opcom is gaining ever more traction as investors are betting that Mahathir and Mukhriz will win in the upcoming GE14. This is reflected by the busy activities in the trading of Opcom shares today," said the dealer, who requested not to be named.
As for GE14, which is dubbed the 'mother of all elections', Mahathir will be contesting the Langkawi parliamentary seat, while Mukhriz will be standing in the Jerlu constituency.


Shares of Eden Inc Bhd and Thriven Global Bhd increased as much as 14% and 23% respectively as investors evaluated the outlook of both companies ahead of Malaysia's 14th General Election polling day tomorrow.
Eden and Thriven are linked to Datuk Fakhri Yassin Mahiaddin, who is the son of former deputy prime minister Tan Sri Muhyiddin Yassin. Thriven is a property developer while Eden's businesses include food and beverage besides tourism operations.
"The polling day is just a day away and the market has been reacting to the election noise. We have seen a strong movement in Opcom Holdings Bhd, which is linked to Tun Dr Mahathir Mohamad's son and now we are seeing movement in Eden and Thriven," a research analyst said.
At Bursa Malaysia today, Eden and Thriven shares rose to their highest so far at 16 sen and 24 sen respectively. At 11:50am, Eden was transacted at 15 sen with 4.51 million shares traded.
At 11:58am, Thriven was transacted at 24 sen with 80,600 shares changing hands.


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发表于 2018-5-16 15:49 | 显示全部楼层
The Edge: Utusan, KUB, George Kent, Johan, Destini, FGV, Petra, MyEG, YTL, MRCB, Protasco, IJM - former government linked

Markets optimistic about new government

This article first appeared in The Edge Financial Daily, on May 14, 2018.

KUALA LUMPUR: While an unprecedented change in government after 61 years under the same alliance has left many feeling jittery, any initial sell-off on the local bourse as the market opens today is expected to be cushioned by optimism over the prospects of the Malaysian economy under a new administration led by the seventh Prime Minister Tun Dr Mahathir Mohamad.

In fact, the Employees Provident Fund (EPF) yesterday expressed optimism about the long-term prospects of the Malaysian economy under the new government.

“The EPF anticipates that any potential short-term market dips would provide opportunities for further investments in the domestic markets,” the retirement savings fund said in a statement.

Meanwhile, Finance Minister-designate Lim Guan Eng sought to allay fears, saying the new government has “steady hands” to handle any market volatility.

Analysts contacted by The Edge Financial Daily said that there may be little to no knee-jerk sell-off on Bursa Malaysia today as renewed demand from both local institutions and foreign investors push share prices up.

Much of this optimism hinges on Dr Mahathir’s pledge to keep the stock market buoyant, saying that his administration will remain business-friendly and that “there is no cause to devalue the ringgit”.

Most market observers do not consider his words empty talk, especially with the new Council of Elders introduced on Saturday that will advise the new administration on economic and financial matters over its first 100 days.

The council comprises former Bank Negara Malaysia governor Tan Sri Dr Zeti Akthar Aziz, former finance minister Tun Daim Zainuddin, former Petroliam Nasional Bhd (Petronas) president and chief executive officer Tan Sri Hassan Marican, businessman Robert Kuok Hock Nien and economist Professor Dr Jomo Kwame Sundaram.

Dr Mahathir also announced Guan Eng’s appointment as finance minister, as well as Tan Sri Muhyiddin Yassin as home affairs minister and Mohamad Sabu as defence minister.

“We’ve been talking about a knee-jerk reaction before, but the appointment of the council is like saying ‘enter the dragon’. I don’t think there will be any selldown at all come Monday,” said Kenny Yee, head of research at Rakuten Trade Sdn Bhd.

Yee added not only will stocks linked to some of the council members’ benefit, but that most counters should prosper as the team’s expertise is expected to be a catalyst for Malaysia’s overall economic growth.

Even if there is a drop in the FBM KLCI upon the opening bell, most analysts do not expect it to be sizeable.

“The index may fall between 50 and 100 points [on Monday], but it should close above 1,800 points,” according to TA Securities Holdings Bhd technical analyst Stephen Soo, who referenced the FBM KLCI’s 200-day moving average of 1,795 points.

In fact, Soo believed that any intraday decline would easily be offset within the week. “There were some undercurrents [last] Tuesday that suggested insiders may have gauged a coming rally,” he said.

In fact, any dip could be a buying opportunity, Yee said.

Soo shared the same view, saying, “I would be buying [on Monday],” adding that any dip would likely cause investors to experience some short-term pain, but long-term gain if they hold on to their counters.

It is difficult, however, to know what the opening bell may bring.

“Locals will react positively but foreigners are not going to be very happy,” shared the chief investment officer (CIO) of a local financial institution.

However, he noted that local institutions are likely to provide support to the market. Foreign participation stood at 25.02% of Bursa Malaysia’s total value traded as at April 2018, according to the stock exchange’s statistics.

Another supporting factor is Pakatan Harapan’s emphasis on ridding its administration of corruption, which just might do the trick in wooing foreign investors, said the CIO.

“It suits the sustainability agenda, which is big in the West,” he said, adding that an improvement in governance at the federal level could trickle down to corporations.



Counters to watch

Stocks that could be in focus over the upcoming weeks stretch from politically linked counters and those that are heavily dependent on government contracts to the construction sector and safe-haven defensives.

First to fall could be those in which the Umno has a direct stake, namely Utusan Melayu (Malaysia) Bhd (49.77%) and KUB Malaysia Bhd (52.17% held via Anchorscape Sdn Bhd). Anchorscape is partially controlled by Umno politician Datuk Abdul Rahman Mohd Redza.

Star Media Group Bhd, in which the MCA is the largest shareholder (42.46%), is also on the line as only one MCA candidate, deputy president Datuk Seri  Dr Wee Ka Siong, retained his parliamentary seat in the 14th general election (GE14).

Other politically connected stocks that may take a hit are George Kent (Malaysia) Bhd, Johan Holdings Bhd and Destini Bhd. The first two are led by Tan Sri Tan Kay Hock and third by Datuk Rozabil Abdul Rahman. Tan is said to be well known in political circles while Rozabil, who is Destini chief executive officer and largest shareholder with a 25.4% stake, is reportedly the Umno Perlis treasurer.

Felda Global Ventures Holdings Bhd is another counter worth watching, after Tan Sri Shahrir Abdul Samad, the chairman of largest shareholder the Federal Land Development Authority, lost his parliamentary seat in Johor Baru.

Meanwhile, companies with family links to politicians could also see some action. These include Petra Energy Bhd, where Datuk Mohamed Nizam Abdul Razak, brother of the former prime minister, is the non-executive director and fourth-largest shareholder (9.11%).

On the other side of the fence, investors have already flocked towards Opcom Holdings Bhd, which is led by Tan Sri Mokhzani Mahathir and controlled by his brother and newly appointed Menteri Besar of Kedah Datuk Seri Mukhriz Mahathir.

Share prices in Eden Inc Bhd and Thriven Global Bhd, which are linked to the son of Tan Sri Muhyiddin Yassin, Datuk Fakhri Yassin Mahiaddin, also picked up days before the election.

Meanwhile, companies linked to Kuok who controls conglomerate PPB Group Bhd (50.81%), Shangri-La Hotels (Malaysia) Bhd (23.03%) and Malaysian Bulk Carriers Bhd (with a total 48.46% stake via two separate vehicles), could also see some action.

Other prominent corporate figures whose companies may be in the spotlight include Tan Sri Lee Kim Yew, chairman of Country Heights Holdings Bhd, who was among the first of corporate figures to publicly congratulate Pakatan for its victory. Tan Sri Vincent Tan and Tan Sri Syed Mokhtar Al-Bulkhary are also said to be close to the new prime minister.

One more company investors would be focusing on when the market opens is My EG Services Bhd (MyEG), whose earnings are heavily reliant on government contracts.

A foreign research house factored in a 15% downside risk to MyEG if the goods and services tax is abolished as promised, since the group has a contract to monitor the implementation of the tax system. The loss of net profit from the non-renewal of e-government contracts is much smaller at 6%, the report said.



Consumer, construction, banking in focus

Last Friday, CLSA Global Research, Maybank Investment Bank Research, CIMB Research, and RHB Research Institute shared positive views on the consumer sector but were cautious about the construction companies, following Pakatan’s pledge to review all mega infrastructure projects.

Construction stocks will be in focus as major infrastructure projects such as the East Coast Rail Line and the Kuala Lumpur-Singapore high-speed rail (HSR) are expected to be reviewed by the new government. The promise to improve transparency and governance could also lead to a slower pace of investment outlays in the short- and medium term, said CIMB Research.

“Among stocks under our coverage, we believe the top losers are Gamuda Bhd (for its extensive tender exposure to mass rapid transit 3, HSR and highway concessions), YTL Corp Bhd (for its exposure to HSR and Gemas-Johor Baru rail double tracking), Malaysian Resources Corp Bhd (for its exposure to HSR and Eastern Dispersal Link), Protasco Bhd (for its exposure to government road maintenance and housing projects) and IJM Corp Bhd (for its exposure to highways and rail contracts),” it said in a note last Thursday.

Views were mixed on the banking sector, which has seen several counters surging to all-time highs recently.

CLSA downgraded banking stocks, pending clarity on policies, and was bearish on CIMB Group Bhd in particular as it holds a “perceived link” to the Barisan Nasional administration due to group chairman Datuk Seri Nazir Razak being the brother of former prime minister Datuk Seri Najib Razak.

Moody’s Investor Service also cautioned that increasing risks of capital outflows and a further weakening of the ringgit could stress operating conditions for Malaysian banks in a last Friday note.

However, a fund manager with a local insurance outfit said that the banking sector should still be supported by the fundamental factor of strong economic growth.

Since the dissolution of Parliament on April 6, the FBM KLCI surged to an all-time high of 1,880.49 points on April 19, up 43.38 points from 1,837.01 points on April 6. This rise was also influenced by global factors such as commodity gains and easing trade war fears between China and the US.

The benchmark index then lost as much as 2.86% to decline to 1,828.2 points on May 7, influenced by a rise in US treasury yields, before reversing to end up 1% 1,846.51 points the evening before polling day.

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发表于 2018-5-16 15:50 | 显示全部楼层


Pakatan Harapan's stunning triumph over Barisan Nasional during the 14th General Elections brings about celebrations and plenty of uncertainty. When the stock market reopens on Monday after a three-day break, it's safe to say that everyone will be bracing themselves for plenty of volatility. Mahathir Mohamad, in his first statement as the newly elected Prime Minister of Malaysia, assures the people that he’d "lead a business-friendly administration and seek ways to boost Malaysia’s stock market".

Setting aside the temporary volatility, here's some pick of stocks to look out for over the coming days and why:


1st Tier Winners
Companies owned or linked to Mahathir Mohamad and family. These are some of the hottest shares right now as previously, Mahathir's family had fallen out of favour with the then-ruling government and one of these companies had even been raided by the Inland Revenue Board (IRB). Remains to be seen whether these companies will receive preferential treatment, as what rumours once claimed.

1. Opcom Holdings Bhd - Manufacture of fiber optic cables and cable related products. Mokhzani Bin Mahathir is on the board of directors.

2. Petron Corporation - Oil refining and marketing company. Mirzan Bin Mahathir is on the board of directors.



2nd Tier Winners
Companies owned or linked to associates of Mahathir Mohamad. These are just some of the companies that may stand to benefit (read: they've all been known at one point to be cronies of Mahathir) unless those days are well and truly over.

1. Eden Inc Bhd - Business activities include Food & Beverage and Tourism, to Energy and Manufacturing Sector. Fakhri Yassin Mahiaddin, son of former deputy prime minister Tan Sri Muhyiddin Yassin, is linked to this company.

2. Thriven Global Bhd - Focuses on all aspects of property development with emphasis on branded residential products for the middle-market. Also linked to Fakhri Yassin Mahiaddin.

3. Berjaya Assets Bhd, Berjaya Corporation Bhd, Berjaya Food Bhd, Berjaya Land Bhd, Berjaya Media Bhd & Berjaya Sports Toto Bhd - Owned by Tan Sri Dato' Seri Vincent Tan Chee Yioun, who enjoys close ties with Mahathir Mohamad.

4. Atlan Holdings Bhd - Investment holding and the provision of management, financial, technical and other ancillary services. Major shareholder is Tan Sri Dato' Seri Vincent Tan Chee Yioun.

5. Bermaz Auto Bhd - Distributor of Mazda vehicles & spare parts. Major shareholder is Tan Sri Dato' Seri Vincent Tan Chee Yioun.

6. REDtone International Bhd - Provider of integrated telecommunications and digital infrastructure services for organisations. Major shareholder is Tan Sri Dato' Seri Vincent Tan Chee Yioun.

7. YTL Corporation Bhd, YTL Hospitality REIT, YTL Land & Development Bhd & YTL Power International Bhd - Among others, is an integrated infrastructure developer and is amongst the largest companies listed on Bursa Malaysia. Owned by Tan Sri Dato' Sri (Dr) Yeoh Tiong Lay (deceased), taken over by his son Tan Sri Dato' (Dr) Francis Yeoh Sock Ping.

8. Maxis Bhd - Engages in the provision integrated telecommunication services. Close ties between Ananda Krishnan and Mahathir Mohamad.

9. MMC Corp Bhd - Utilities and infrastructure Group with diversified businesses under three divisions: ports & logistics, energy & utilities and engineering & construction. Owned by Tan Sri Syed Mokhtar Albukhary, known to be one of Mahathir's close associates.

10. Malakoff Bhd - Leading independent water and power producer. Owned by Tan Sri Syed Mokhtar Albukhary.

11. DRB-Hicom Berhad - Has dealings in the automotive industry; services and education industry; property, asset and construction. Interesting point to note: DRB-Hicom owns a 49% stake in Proton Holdings Bhd, famously known as Mahathir's "brain child". Owned by Tan Sri Syed Mokhtar Albukhary.

12.Dps Resources Berhad -floor tiles, furniture & timber, trade , property and engineering & contruction, roof structure projects.Datuk Seri Dr. Peter Sow Chin Chuan who enjoys close ties with Mahathir Mohamad.

13. Country Heights Holdings Berhad - Property conglomerate that primarily focuses on property development and investment holdings, with subsidiaries involved in diverse industries such as health, hospitality, membership & tourism and education. Owned by Tan Sri Lee Kim Tiong @ Lee Kim Yew, close friend of Mahathir's who reportedly lent his private jet to Mahathir when others refused to do so and was also a vocal critic of Najib Razak.





1st Tier Losers
Companies owned or linked to Najib Razak and family. These are probably the stocks to avoid since that family isn't exactly the most popular kid on the block anymore.

1. Sersol Berhad - Paints, coatings and industrial chemicals manufacturer. Najib's son, Mohd Nazifuddin Najib, is a substantial shareholder of SerSol with a 21% stake.

2. CIMB Group Holdings Berhad - Leading KL-headquartered ASEAN universal bank, one of the largest investment banks in Asia and one of the largest Islamic banks in the world. Chaired by Najib’s brother, Nazir Razak. Interestingly enough, he spoke out against his own brother, lamenting on "the failure of past governments to overcome structural rigidities and vested interest".

3.Appasia -AppAsia Bhd engages in the research and development and sale of information communication technology (ICT) security systems. Najib's son, Mohd Nazifuddin Najib, is a substantial shareholder of Appasia with a 4.39% stake

4.Penergy -Petra Energy Bhd is operates through Services, Marine Assets, and Production and Development and Production segments.Najib’s brother, Nizam Razak.is a substantial shareholder of with a 9.88% stake

2nd Tier Losers
Companies owned or linked to asociates of Najib Razak, and will most probably see their shares take a hit.

1. George Kent Malaysia Bhd - Water services and water works products as well as water infrastructure projects; ventured into rail transportation and healthcare sectors. Tan Sri Dato’ Tan Kay Hock, who sits on the Board of Directors, is close friends with Najib (friendship dates back to more than 25 years).

2. WCT Holdings Bhd - Investment holding company with an investment in two main subsidiaries, WCTB and WCT Land Sdn Bhd which are primarily involved in engineering and construction, property development and investment & management activities. Tan Sri Desmond Lim Siew Choon, good friend of Najib Razak and Rosmah Mansor (recently housed them in his Pavilion Residences), sits on the Board of Directors.

3. Malton Bhd - Deals in property development, construction and project management. Tan Sri Desmond Lim Siew Choon sits on the Board of Directors.

4. MyEG - Linked to Wong Thean Soon, who was reputed to have very close ties to the previous administration. Heavily dependent on favorable and exclusive government concessions.

5. Excel Force - Another company linked heavily to Wong Thean Soon of MyEG. Rumored to have been awarded contracts for an alternative trading system by the previous administration.



Others That Will See Heavy Trading
These are just some of the well-known companies with political ties (i.e. previous and current ruling parties). Keep an eye out for these stocks as they might be generating trading interest.

1. Star Media Group Bhd - Government-owned (MCA) mouthpiece media; may see its stocks take a hit.

2. Utusan Melayu (M) Bhd - Government-owned (UMNO) mouthpiece media; may see its stocks take a hit.

3. Media Prima Bhd - Media-related businesses including in Television, Print, Radio, Out-of-Home, as well as Content and Digital Media. Datuk Kamal bin Khalid, who is on the Board of Directors, was previously in charge of the communications unit in the Prime Minister’s office. May see its stocks take a hit.

4. AMMB Holdings Bhd - One of the largest banking groups. What makes this stock one to watch out for is the slew of 1MDB scandals tied to it: Najib's account in AmBank was found to have the RM2.6bil (2014 exchange rates) deposited in it; the Group was slapped with a RM53.7mil fine by Bank Negara in 2015 presumably for non-compliance of certain regulations related to 1MDB; it issued 1MDB's first bond worth RM5bil in 2009. Above all, its founder, Hussain Najadi (of Persian origin), was suspiciously murdered. Need we say more?

5. Malayan Banking Berhad - Another giant in the banking industry. Owned by the government through three main shareholders: ASB, EPF and PNB. Shares expected to be affected due to Pakatan Harapan's promise to review mega projects which might affect the issuance of bonds.

6. Alliance Bank (M) Bhd - Banking group that's been linked to Tun Daim Zainuddin via privately-held Langkah Bahagia Sdn Bhd. Most notably, Daim was recently expelled from UMNO for voicing his support for Pakatan Harapan during the general elections. Stocks might rise considering Daim's political ties, in addition to his good ties with Temasek Holdings, a Singaporean investment arm.

7. Supermax Corporation Berhad - Latex glove conglomerate. On the board of directors sit Tan Sri Rafidah Aziz and Dato' Seri Stanley Thai Kim Sim. The former is a vocal supporter of Pakatan Harapan, the latter was forced to issue a formal apology to Najib Razak for getting involved in campaigning for Pakatan Harapan. May see its stocks rise.

8. IJM Corp Bhd - Property developer. Founder, Koon Yew Yin, donated RM50mil to the Penang government to help provide student hostel accommodations. Pakatan Harapan will launch comprehensive reviews into mega projects, thus construction stocks will come into the limelight.

9. Gamuda Bhd - Engineering, property and infrastructure company. Also founded by the tycoon Koon Yew Yin. Another one of the construction stocks that will come into the limelight, especially due to it being a part of the tender relating to the HSR project.

10. Malaysian Resources Corporation Berhad - Company dealing in Property Development & Investment, Engineering, Construction & Environment, as well as Infrastructure & Concession. Not only is this another construction stock that was a part of the tender relating to the HSR project, it's a government-linked company with the EPF as a significant shareholder.

11. Destini Bhd - Integrated engineering solutions provider that has major interests in the aviation, marine and oil and gas sectors. Owned not only by Datuk Rozabil Abdul Rahman who is a member of UMNO, but also by the Ministry of Finance with a 17.3% stake. With PH wanting to review mega projects given to foreign countries, they may stand to benefit from local contracts, given that they're currently completing a RM62mil job from Keretapi Tanah Melayu Bhd.

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DRBHICOM 把老马心血proton 卖给中国你说呢..死咯...  发表于 2018-5-20 15:51

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发表于 2018-5-18 08:06 | 显示全部楼层
flycrab 发表于 2018-5-10 19:03
SUPERMAX老板真够衰 ,这才倒向国阵,国阵就垮了!
上云顶时一定要带上这衰神

Supermx几乎不受影响,上的好快

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x 67
发表于 2018-5-18 18:40 | 显示全部楼层
白毛的CMSB今天limit down

点评

持有和旧政府Barisan Nasional有关股都轮流爆跌....都改朝换代了未来就是要投资pakatan harapan有关股啦  发表于 2018-5-19 12:16

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发表于 2018-5-23 22:18 | 显示全部楼层
大选后上船的人全部都上了贼船

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