12 Jun 2026, 09:48 UTC703 views2 reactionsread 7 August 2026 Photo
SpaceX listing today in US market.
•IPO price $135, market value $1.77trn
•Largest IPO ever, raising $75bn
•Elon Musk has ~40% shares value $688bn
Plenty of excitement. Expect high trading level.
Some say overvalued.
The highest valuation is $190.
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10 Jun 2026, 02:52 UTC694 views3 reactionsread 7 August 2026 Photo
Mengapa Bank Indonesia (BI) buat kejutan naikkan interest rate 9 Jun?
•mesyuarat polisi Indonesia ialah 18 Jun. Interest rate hike diluar jadual adalah “rare”
•defend rupiah yg jatuh ke record low beberapa kali 2026.
•inflasi upward trend Mei: 3.1% (food inflation +5%)
•forex reserve terendah dalam 2 tahun akibat bayaran hutang, stabilkan rupiah.
•fiscal deficit worsening due to spending and policies.
So far the hik…
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7 Jun 2026, 23:54 UTC842 views3 reactionsread 7 August 2026 Photo
Healthcare. This is a good read.
Sound arguments why one should have exposure to Malaysia healthcare sector ie hospitals.
“Malaysia’s healthcare sector’s growth geared towards higher-quality earnings,
operations optimization and stronger monetisation of healthcare demand”
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5 Jun 2026, 06:09 UTC793 views4 reactionsread 7 August 2026 Photo
Stock Markets Being Run Over—except Bursa, which are seeing bank stocks up.
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5 Jun 2026, 06:08 UTC691 views1 reactionsread 7 August 2026 Photo
Asia Under Pressure Today.
•USD is still on a roll. ATH or Multi year highs vs several currencies.
•Most Asian currencies reversed to negative YTD 2026 vs USD.
•Worst: Rupiah, Won. Best: Yuan
•Ringgit now only +0.7%
•Heavy selling in larger stock markets (which have all done well this year).
•Bright spot KLCI, and as they say:
“When defensive go to Bursa”
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31 May 2026, 13:46 UTC772 views4 reactionsread 7 August 2026 Photo
1Q26 Earnings Review.
Malaysia Banks: Weaker performance, Cautious Outlook.
1. Weaker qtr across the board. Banks saw QoQ net profit declines: HLB (-12%), Maybank (-7%), Public (-7%), RHB (-5%).
2. Cost pressures and cautious guidance dominate. Banks flagged NIM compression, slower loan growth, higher credit costs and Mid East factor affecting non-interest income.
3. Analysts have turned cautious following management…
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14 May 2026, 16:29 UTC≈1,100 views10 reactionsread 7 August 2026 Photo
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14 May 2026, 16:28 UTC905 viewsread 7 August 2026 Photo
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14 May 2026, 16:28 UTC934 viewsread 7 August 2026 Photo
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14 May 2026, 16:28 UTC875 views6 reactionsread 7 August 2026 Photo
Which large companies have EPF been buying / selling the last 1 year?
•EPF raised shareholdings in Public, Tenaga, IHH and Press Metal (PM), trimmed Maybank and CIMB.
•The top 2 holdings are Tenaga (mkt value of RM20.4 bil) and Maybank (RM17.0 bil)
•The best 2 gainers are PM & IHH.
PM: Value rose by 170%, due to larger holding (to 9.0%) + share price up 77%.
IHH: Value rose 57%, due to larger holding (to 13.4%) + …
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13 May 2026, 14:04 UTC688 views6 reactionsread 7 August 2026 Photo
Attached here is the summary numbers and fair values of the 20 stocks. Note that some are quite small in term of market capitalisation, hence need to be cautious from liquidity POV.
Happy Investing.
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13 May 2026, 14:01 UTC669 views3 reactionsread 7 August 2026 Photo
RHB IB Issued their 20 Jewels 2026 Edition. This report comprises their views of To Malaysia Small Cap Companies.
The 20 companies by sectors here.
Auto & Autoparts: MCE Holdings
Basic Materials: Pantech, TMK Chem
Construction: Jati Tinggi. Kee Ming
Consumer: Dutch Lady, Life Water
Energy: Orkim
Healthcare: Optimax
Industrial Products & Services: CPE Tech, ISF Group, Kobay, Powerwell
Non-Bank Financial Interm: Well …
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