https://www.bharian.com.my/bisnes/lain-lain/2024/07/1265640/malaysia-akan-mula-eksport-durian-segar-ke-china-menjelang-suku

Malaysia akan mula eksport durian segar ke China menjelang suku ketiga

https://www.thestar.com.my/business/business-news/2024/07/03/top-fund-bets-on-long-term-stock-rally-for-malaysia

Top fund bets on long-term stock rally for Malaysia

Power company Tenaga Nasional Bhd, tech firm My E.G. Services Bhd and construction outfit Sunway Bhd are among the fund’s top holdings as Lee favours utilities, builders and telecommunication companies.

https://www.msn.com/en-my/money/topstories/interview-bringing-web3-to-forefront-now-rather-than-later/ar-BB1oKX9u

Interview: Bringing Web3 to forefront, now rather than later

Today, Zetrix is focused on two primary applications, which are for cross-border trade and for cross-border government document verification.

MyEG works closely with Mimos Bhd on their Malaysian Blockchain Infrastructure project to provide the modules required by the government and enterprises.

Going global
More than two decades ago, when MyEG introduced online services, Wong shares that he regrets it having been “overly focused” on the Malaysian market and not extending its e-government services and solutions outside of the country.

This is why, with Zetrix, Wong is steadfast on aggressively targeting the international market.

“For Web3, the application we are rolling out, which is cross-border trade, by its very nature involves many more markets, many more countries and many more governments,” he says.
“We are still very early in the blockchain technology cycle. Many silos will be built on blockchain over the next 20 years, many of which we cannot even imagine today,” says Wong.

https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E8%80%83%E8%BD%A6%E7%A8%8B%E5%BA%8F5%E5%B9%B4%E5%86%85%E5%85%A8%E9%9D%A2%E8%87%AA%E5%8A%A8%E5%8C%96-%E9%99%86%E5%85%86%E7%A6%8F%EF%BC%9A%E9%A9%BE%E9%A9%B6%E5%AD%A6%E9%99%A2%E5%8F%97%E8%B4%BF%E5%B0%86%E5%90%8A%E9%94%80%E6%89%A7%E7%85%A7?fbclid=IwZXh0bgNhZW0CMTAAAR0KarGIDKVhpWT7b2SblfGDgqSpYVI04Xar_14Ev4whVG3oAbIeVGWcP30_aem_gpjOUgzjuhxvsyfHEuG6pw


考车程序5年内全面自动化 陆兆福：驾驶学院受贿将吊销执照

2024年06月23日

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%86%9C%E9%95%BF%E4%B8%AD%E5%9B%BD%E9%9C%80%E6%B1%82%E9%AB%98-%E5%A4%A7%E9%A9%AC%E2%80%9C%E7%94%98%E6%A6%9C%E6%A6%B4%E6%A2%BF%E2%80%9D%E4%B9%9F%E5%B0%86%E5%87%BA%E5%8F%A3?fbclid=IwZXh0bgNhZW0CMTAAAR13gsUM7Mw8qJQFVjfbMjHK4Md01YOyBp8pbl4YiMyM6v79SKvoxaRZvtU_aem_Z9AbrwCECLOtws9gwlwvPQ

中国需求高，大马甘榜榴莲也将出口

https://www.myeg.com.my/investor-relations/general-meetings

MYEG AGM, 25-6-2024, 10am ~ ~ Tomorrow is the last day to submit questions to MYEG ;D

@pang72, at least 3 to 4 story high in near term, ~~ RM3.50 (Malaysia), after all RCEP countries adopted RM35 ;D

Should you worry about paying taxes if you make a lot of money, or avoid making a lot in order to pay less taxes?

Today's announcement, EPF come back as major shareholfer again ;D

https://www.klsescreener.com/v2/news/view/1344467

李强访马深化投资 5公司料成大赢家

1. MyEG
潜在利好：ZTrade跨境贸易促进平台正式推出

MyEG以区块链技术为基础的ZTrade平台，可能会在马中双方于今日正式签署相关文件后，显著加快发展。

ZTrade平台让贸易通关和关税计算数字化，可以将处理时间缩减最多50%。

在今日签约后，大马农业和食物安全部也将宣布，使用ZTrade为官方管道，向中国发放农业认证，这可能包括出口准证和其他的准证。

分析员仍未将ZTrade的潜在盈利贡献，纳入MyEG的未来盈利预测中，毕竟跨境贸易量难以预测。

中国已经连续15年成为大马的出口伙伴，而去年马中双边贸易一共占本国总体跨境贸易的17%。

https://www.klsescreener.com/v2/news/view/1344397/myeg-ep-manufacturing-eco-world-dialog-aax-seen-reaping-benefits-of-china-premier-s-visit-to-malaysia

MyEG, EP Manufacturing, Eco World, Dialog, AAX seen reaping benefits of China premier’s visit to Malaysia

With Li Qiang commencing his visit to Malaysia on Tuesday, Maybank IB posits that MYEG’s blockchain-based ZTrade platform could gain substantial traction following the signing of official documentation between Malaysia’s Ministry of Finance and the General Administration of Customs China on Wednesday.

ZTrade enables the digitalisation of trade clearance and tariff computation to cut processing time by up to 50%.

https://www.myeg.com.my/investor-relations/general-meetings

有什么问题要问 MYEG 管理层吗？下个星期二是 AGM，在 MYEG 的网页，General Meeting 那里有一个提问问题的 link。

https://www.orientaldaily.com.my/news/nation/2024/06/18/659405

将与安华见证交换多项谅解备忘录　李强任总理后首次对我国正式访问

（吉隆坡18日讯）中国总理李强于6月18日至20日对马来西亚进行正式访问，他将与首相拿督斯里安华会晤，并见证交换多项谅解备忘录和协议，涉及多个领域。

根据外交部今日文告，访问期间，李强将与首相拿督斯里安华举行双边会晤，讨论双边事务，并就共同关心的地区和全球问题交换意见。

两国领导人还将见证交换多项谅解备忘录和协议，包括数码经济、绿色发展、旅游、房屋及地方发展、高等教育、科学技术以及向中国出口农产品等多个合作领域。

https://www.klsescreener.com/v2/news/view/1342923/hlib-research-keeps-039-buy-039-rating-on-drb-hicom

HLIB Research keeps 'buy' rating on DRB-HICOM
NST Sat, Jun 15, 2024

HLIB Research maintains a 'Buy' call on DRB-HICOM with an unchanged target price of RM1.65.

https://www.klsescreener.com/v2/news/view/1342731/%E5%AE%9D%E8%85%BE%E6%94%BE%E7%9C%BC%E4%BB%8A%E5%B9%B4%E9%94%80%E9%87%8F16%E4%B8%87%E8%BE%86-%E5%A4%9A%E5%85%83%E8%B5%84%E6%BA%90%E5%B7%A5%E4%B8%9A%E9%95%BF%E6%9C%9F%E5%90%91%E5%A5%BD


宝腾放眼今年销量16万辆 多元资源工业长期向好

总的来说，分析员看好集团的长期前景，并仍然看好集团在子公司宝腾带动下的潜在增长，并重申“买入”评级，维持1令吉65仙的目标价。

I looked at the YTL share price on 1-6-2023 and 20-6-2023, hoping that MYEG will follow the same pattern. . . .Buy Buy Buy ;D

https://www.klsescreener.com/v2/news/view/1342131/ccob%E6%8E%A8%E8%BF%9B%E6%B6%88%E8%B4%B9%E8%80%85%E4%BF%A1%E8%B4%B7%E6%B3%95%E6%A1%88-%E9%9D%9E%E9%93%B6%E8%A1%8C%E5%80%9F%E8%B4%B7%E6%96%B9%E9%A1%BB%E8%AF%84%E4%BC%B0%E8%B4%9F%E6%8B%85%E8%83%BD%E5%8A%9B

CCOB推进消费者信贷法案 非银行借贷方须评估负担能力

“银行将数据提交给CCRIS（中央信用参考信息系统），但非银行（信贷业者）没有这样做的系统。他们须向信用报告机构提交数据，无论是提供信贷情报服务的CTOS数字（CTOS，5301，主板科技股）、Experian还是CBM。

“我们想要鼓励的是，信贷业者须与信用评级机构共享他们的数据。这样，我们将获得有关特定个人信誉的更好信息。”

@keepup
Web 3.0 = MYEG = RM3.0 ;D

https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E5%AE%9D%E8%85%BE%E7%94%B5%E5%8A%A8%E8%BD%A6%E8%A6%81%E6%9D%A5%E4%BA%86%EF%BC%81-emas-%E6%96%99%E5%B9%B4%E6%9D%AA%E9%9D%A2%E5%B8%82

宝腾电动车要来了！ e.MAS 料年杪面市

https://paultan.org/2024/06/12/proton-emas-ev-brand-and-new-logo-unveiled-first-malaysian-ev-model-be-launched-in-december-2024/

Proton eMas EV brand and new logo unveiled – first Malaysian EV model to be launched in December 2024

18-6-2024, 3 天。

国际时报 International Times

#中国总理李强18日访马

中国国务院总理李强将于6月13日至20日，对纽西兰、澳洲和马来西亚进行正式访问。
中国外交部发言人林剑宣布，应纽西兰总理拉克森、澳洲总理阿尔巴尼斯和马来西亚首相拿督斯里安华邀请，中国国务院总理李强将对三国进行访问。

李强将于本月18日开始对马来西亚进行3天的正式访问。李强今次访马，正值马中建交50周年。
林剑表示，中国和马来西亚是隔海相望的传统友好邻邦。

“建交半个世纪以来，中马关系一直保持良好发展势头，战略互信不断深化，高质量共建“一带一路”成果丰硕，人文交流日益密切。”

林剑说，中马同为亚洲发展中国家和新兴经济体，积极倡导和平、合作、包容、融合的亚洲价值观，为区域和平繁荣稳定做出了重要贡献。

李强在马期间，将与首相安华出席中马建交50周年庆祝活动。他也将拜会国家元首苏丹依布拉欣，同时与首相拿督斯里安华举行会议。

林剑表示，中方期待以此访为契机，同马方弘扬传统友谊，深化拓展各领域合作，推动中马命运共同体建设走深走实，携手开创中马关系更加辉煌的下一个50年。

与此同时，澳洲政府早前发文告透露，李强将在15日抵达澳洲，开展4天的访问行程。
李强此行正值中澳关系逐渐改善，此前中国解除了对澳洲煤炭、木材、大麦和葡萄所实施的出口限制措施。

另外，纽西兰总理拉克森10日也宣布，李强将在本周晚些时候到访纽西兰。今年正值中国与纽西兰建立全面战略伙伴关系10周年。这也是2017年时任中国总理李克强访问纽西兰后，再有中国总理到访。

https://medium.com/@zetrix.official/take-a-look-at-zetrix-h1-2024-milestones-b8d829eb1db2

Take a Look at Zetrix H1 2024 Milestones

正式推介 Ztrade，来了来了 ~ ~

https://www.klsescreener.com/v2/news/view/1337783/proton-sales-up-14-m-o-m-to-12-522-units-in-may-saga-remains-top-exported-model

Proton sales up 14% m-o-m to 12,522 units in May, Saga remains top exported model
TheEdge Thu, Jun 06, 2024

KUALA LUMPUR (June 6): Proton Holdings Bhd, in which DRB-Hicom Bhd (KL:DRBHCOM) owns a 50.1% stake, saw its vehicle sales rise 13.6% month-on-month (m-o-m) to 12,522 units in May, thanks to improved export market sales.

Sales in the first five months of 2024 stood at 62,697 units, ranking the national carmaker at second place in overall national automotive sales, with a forecast market share of 19%, Proton said in a statement on Thursday.

Proton sales growth in May is also in line with Malaysia’s total industry volume (TIV), which is estimated to have grown by 20.7% to about 70,000 units in May, and rose by 8.8% to 330,236 units year-to-date.

“Proton’s plans to expand and re-establish its brand in countries such as Trinidad and Tobago, Bangladesh and Iraq this year have proven fruitful, as its export sales came in at 509 units in May, the highest shipment recorded in 2024 thus far,” Proton said.

https://www.klsescreener.com/v2/news/view/1337479/%E8%BF%88%E5%85%A5-%E5%85%AD%E7%BB%9D%E6%9C%88-%E9%A9%AC%E8%82%A1%E6%9C%894%E5%A4%A7%E4%B8%BB%E9%A2%98%E6%92%91%E8%85%B0


马股有4大主题撑腰
“这包括与区块链相关的主题、贸易转移和半导体上升周期、房产与建筑相关主题，以及高股息收益率；至于数据中心、电子发票和手套相关投资主题也料持续提供交易机会。

值得一提的是，配合马中建交50周年纪念，中国总理李强预计将在本月中出访我国，数项双边合作课题的动向备受关注。该行认为，这项活动有望提振MYEG服务（MYEG，0138，主要板科技）的区块链交易平台和数码人民币计划。

Fly Me To The Moon.... comming soon @ GSC ;D

The real show has not started yet, this is just a trailer ;D

Figure 4: Weekly Top 20Net Fund Flow by Stock (RM Mil)

27-31 May 2024.

Foreign Investor Net Buy RM88 mil. Local Retail Investor Net Sell RM42 mil ;D

https://www.bursamarketplace.com/t/bdr_download?s=trade_performance_an...

TRADE PERFORMANCE AND FUND FLOW
WEEK ENDED 31 May 2024

On a positive note, foreign investors significantly added Technology stocks into their portfolios
in the month of May (+RM413.45 mil). It was also the sector that attracted the highest foreign
inflow last week (+RM108.79 mil). Foreign investors favoured MYEG and INARI throughout the
month and last week over former’s blockchain ventures and improvement in its 1Q2024 results
performance, while optimism surrounding global semiconductor industry recovery spurred
investor’s interest in INARI.

3 to 4-storey high ~ ~

Foreign investors are buying MYEG for the eighth consecutive week.. No need to guess, Confirmed !!

https://www.bursamarketplace.com/t/bdr_download?s=trade_performance_an...

TRADE PERFORMANCE AND FUND FLOW
WEEK ENDED 24 May 2024
Prepared by Bursa Digital Research. Kindly refer to the disclaimer on the last page.

Foreign investors continued to buy into Malaysian Equities for the fifth consecutive week
(+RM474.46 mil).
▪ This brought the YTD foreign fund flow to +RM480.78 mil.
▪ Foreign investors increased their buying interest in the Transportation & Logistics sector, with
AIRPORT (+RM201.70 mil) being their preferred counter for eighth consecutive week.
▪ The Technology sector also continued to receive inflow of funds from foreign investors. They
accumulated INARI and MYEG for the eighth consecutive week.
▪ Foreign investors also bought into the Construction sector with a net inflow of +RM76.99 mil
last week, with IJM taking the lead.

Doing very well in Philippines ;D

The report showcased remarkable transactional growth, with a notable fourfold increase in the number of transactions from 2022 to 2023. This exponential rise underscores the successful implementation of MYEG’s digital solutions and the growing acceptance of online services among PEZA stakeholders. Additionally, the first four months of 2024 witnessed a 101% increase in transactions compared to the same period in 2023, indicating sustained momentum and expanding user adoption. August 2023 was particularly significant, marked by a 52% spike in transactions following the enforcement of a 100% online payment mandate. This initiative, aimed at enhancing efficiency and transparency, has been a pivotal driver in boosting transactional volume. Furthermore, the daily average transactions have surged from 877 to 1,800, reflecting increased user engagement and operational efficiency.

https://myeg.ph/news/20240530-myeg-peza-2023-business-review?fbclid=IwZXh0bgNhZW0CMTEAAR3vlhvT2P1CMCkuJoGwKdZw7-omgEzOwaUoZeYhO-gpzwVTHQtBg0nCi7g_aem_AWrSspbx_eC8msiZy9xSyFilZ0JrJitEhzORBAKSbXlAOww3c_x4bqukHB9Jx3bHqBz-jXxsAfha4g6qObJ5Acbm


MYEG PH, led by CEO Ann Saldaña, presented a business review to PEZA showcasing a fourfold increase in transactions from 2022-2023, successful online payment mandates, and robust marketing efforts, underscoring their pivotal role in Philippine Economic Zone Authority (PEZA)'s digital transformation.

Pls submit questions to IR Department by 23-6-2024 ; )

Prior to the 23rd AGM, shareholders may submit questions to the Board of Directors at
www.myeg.com.my/investor-relations/general-meetings latest by Sunday, 23 June 2024 and the response will be broadcasted during the virtual meeting. During the 23rd AGM, shareholders may submit questions by clicking on “Ask Question” on the RPV facilities while participating in the virtual meeting.

MYEG has a new revenue that just started last month, but the market seems to have forgotten about it, that is the e-Driving Test. It is currently optional and will be fully implemented by the MOT in 2030.

MYEG's project needs to use its own funds to complete the system and facilities first, and then charge users after commercialization. Just like a toll road, once it is built and commercialized, it will be a goose that lays golden eggs for decades. So borrowing money is necessary.

PE should be above 40X like MYEG's glory time. In fact the potential now is much more bigger than glory time as the market is not limited to Malaysia but all RCEP countries and eventually global.

IB not sure how to value Ztrade so they all just play save and use PE around 15X only ~ ~

CGS International adjust up TP from RM1.15 to RM1.40.

@brandee
Can't share the link here maybe it's against i3's rules or due to Maybank IB's copyright.

MAYBANK IB TP RM1.68. .... with a slew of value-accretive DeFi-related projects slated for 2H24 in the pipeline which we have yet to impute into our forecasts, MYEG’s current valuations seem compelling given its favourable risk-reward proposition.

MYEG PE 15, Profit Margin 66.9%.
YTL PE 20, Profit Margin 6.9% ;D

https://www.bursamalaysia.com/misc/missftp/sblnt/NetShortPosition20240...

Total Net Short Position.

29-5-2024 = 0.

Short Traders have closed their positions.

This is just a trailer for “Fly Me to the Moon”. Stay tuned ;D

May the dream come true ~ ~
Tomorrow 1.04 x 1.3 = RM1.35.
31-5-2024 Friday 1.35 x 1.3 = RM1.75.
3-6-2024 Monday Bursa Holiday.
4-6-2024 Tuesday price freeze at RM1.75.
5-6-2024 Wednesday continue 1.75 x 1.3 = RM2.27 ;D

PE should be above PE 50x laa, this is super growth stock...
EPS one year 10sen x 60 = RM6.00 :D
(Note: Technology Index's PE now = 53)