The US PHLX Semiconductor index was up 1.22%.

APPLE was up +3.36% on Thursday.

Apple, Teva rip higher on Buffett's Berkshire investments

The filing also shows Berkshire increased its holdings of Apple by 23.3 percent.

https://www.cnbc.com/2018/02/15/teva-apple-shares-rip-higher-after-warren-buffetts-berkshire-discloses-investments.html

Apple, Teva rip higher on Buffett's Berkshire investments

The filing also shows Berkshire increased its holdings of Apple by 23.3 percent.

https://www.cnbc.com/2018/02/15/teva-apple-shares-rip-higher-after-warren-buffetts-berkshire-discloses-investments.html

KESM Industries

The world’s largest independent burn-in and test service company KESM does not make chips but has shipped about a billion burn-in and test devices to its customers — semiconductor companies. Although it does not directly export products, KESM is a company to watch as it supports and sells to exporters and works closely with top semiconductor firms. Its aggressive capital expenditure into the automotive burn-in and test business could rake in returns from the growth of autonomous and smarter vehicles.

‘Genaxis has a lot of growth potential’


http://www.theedgemarkets.com/article/genaxis-has-lot-growth-potential

Global stocks are likely to rally next week. Semiconductor stocks will surge.

Apple said it wants to become 'cash neutral' — which could be a huge boost for earnings
Apple's earnings could pop as much as 30 percent higher than current estimates if the company buys back 10 percent of its shares each year, UBS estimates.
Another scenario is for Apple to spend between $30 billion and $60 billion per year on share repurchases and combine that with a dividend yield of 3 percent until 2023.
https://www.cnbc.com/2018/02/14/apple-buybacks-dividend-increases-under-repatriation-ubs-note.html

Apple said it wants to become 'cash neutral' — which could be a huge boost for earnings
Apple's earnings could pop as much as 30 percent higher than current estimates if the company buys back 10 percent of its shares each year, UBS estimates.
Another scenario is for Apple to spend between $30 billion and $60 billion per year on share repurchases and combine that with a dividend yield of 3 percent until 2023.

https://www.cnbc.com/2018/02/14/apple-buybacks-dividend-increases-under-repatriation-ubs-note.html

Semiconductor stocks are likely to surge next week.

Apple said it wants to become 'cash neutral' — which could be a huge boost for earnings
Apple's earnings could pop as much as 30 percent higher than current estimates if the company buys back 10 percent of its shares each year, UBS estimates.
Another scenario is for Apple to spend between $30 billion and $60 billion per year on share repurchases and combine that with a dividend yield of 3 percent until 2023.

https://www.cnbc.com/2018/02/14/apple-buybacks-dividend-increases-under-repatriation-ubs-note.html

MMSV is likely to surge next week.

Today Malaysian semiconductor stocks were bullish....

Vitrox: +4.91%
Inari: +3.32%
Pentamaster: +5.78%
Kesm: +0.21%
Unisem: +2.33%
MMSV : 0%
Globetronics: +1.77%


Great!

Today Malaysian semiconductor stocks were bullish....

Vitrox: +4.91%
Inari: +3.32%
Pentamaster: +5.78%
Kesm: +0.21%
Unisem: +2.33%
MMSV : 0%
Vitrox: +4.91%
Globetronics: +1.77%

HAHA

China Jan new loans surge to record 2.9 tril yuan, blow past forecasts http://www.theedgemarkets.com/article/china-jan-new-loans-surge-record-29-tril-yuan-blow-past-forecasts

Why has ringgit been stable? Becuase USD has not been so strong. In fact most currencies in emerging markets have been quite stable during the global stock sell-off because USD has not been so strong. That's why stocks in emerging markets have been outperfperforming stocks in developped countries during the global stock sell-off. Malaysians don't need to worry about the global stock sell-off as long as ringgit has been stable.

Why has ringgit been stable? Becuase USD has not been so strong. In fact most currencies in emerging markets have been quite stable during the global stock sell-off because USD has not been so strong. That's why stocks in emerging markets have been outperfperforming stocks in developped countries during the global stock sell-off. Malaysians don't need to worry about the global stock sell-off as long as ringgit has been stable.

KLCI has been relatively stable during Global stock sell-off as ringgit has been quite stable. Strength of ringgit and KLCI are positively correlated.

0.075 * 1.5 = 0.1125

Anzo can move up to 0.12 easily, so you should get more than 50% profit easily.

What billionaire investor Warren Buffett says to do when the market tanks
http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11991750

Even Warren Buffett made rookie mistakes in 2008 — how to avoid them in 2018
https://www.marketwatch.com/story/even-warren-buffett-made-big-mistakes-in-2008-heres-how-to-avoid-them-now-2018-02-07

What billionaire investor Warren Buffett says to do when the market tanks
http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11991750

What billionaire investor Warren Buffett says to do when the market tanks
http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11991750

Even Warren Buffett made rookie mistakes in 2008 — how to avoid them in 2018
https://www.marketwatch.com/story/even-warren-buffett-made-big-mistakes-in-2008-heres-how-to-avoid-them-now-2018-02-07

Even Warren Buffett made rookie mistakes in 2008 — how to avoid them in 2018
https://www.marketwatch.com/story/even-warren-buffett-made-big-mistakes-in-2008-heres-how-to-avoid-them-now-2018-02-07

DNEX' s share price dropped from 0.55 to 0.435 within one month. I can go back to 0.50 easily.
Only 40% of their revenue comes from the oil sector.

Renesas Electronics Reports Full Year 2017 Financial Results
Significant Increase in Full Year Sales Year-On-Year Driven by Growth Mainly in Automotive and Industrial Businesses and Integration of Intersil.


February 09, 2018 01:45 AM Eastern Standard Time
TOKYO--(BUSINESS WIRE)--Renesas Electronics Corporation (TSE:6723, “Renesas”), a premier supplier of advanced semiconductor solutions, today reported financial results for the fourth quarter ended December 31, 2017 (October 1, 2017 to December 31, 2017) and financial results for the year ended December 31, 2017 (January 1, 2017 to December 31, 2017).

https://www.businesswire.com/news/home/20180208006609/en/Renesas-Electronics-Reports-Full-Year-2017-Financial

MMS VENTURES BHD buyback 193,000 shares from 1.490 to 1.520 on 09-Feb-2018.

The Dow was up 1.38% on Friday. DNEX can fly on Monday. Deeply undervalued

Oil funds remain bullish after crude’s worst week in two years
https://www.bloomberg.com/gadfly/articles/2018-02-09/emerging-markets-can-still-be-a-haven-if-china-behaves

An Emerging Haven, China Permitting
The global economy still looks good, and these assets have underperformed for years.

Worried about rising U.S. bond yields? Emerging markets and junk bonds are usually among the first to sell off when global risk aversion strikes. They may provide more protection this time around.
https://www.bloomberg.com/gadfly/articles/2018-02-09/emerging-markets-can-still-be-a-haven-if-china-behaves

Euro set for worst week since 2016 as dollar extends rally
https://www.investing.com/news/forex-news/yen-edges-towards-fourmonth-high-versus-dollar-as-world-stocks-face-correction-1219761

UPDATE 1-Speculators reduce short U.S. dollar bets this week -CFTC, Reuters
http://www.kitco.com/news/2018-02-09/UPDATE-1-Speculators-reduce-short-U-S-dollar-bets-this-week-CFTC-Reuters.html

Feb 9 (Reuters) - Speculators' net short U.S. dollar bets declined for the first time in six weeks, according to calculations by Reuters and Commodity Futures Trading Commission data released on Friday.

US dollar posts best week in 15 months amid market turmoil
http://www.businesstimes.com.sg/banking-finance/us-dollar-posts-best-week-in-15-months-amid-market-turmoil

USDMYR is almost 3.94.

The US semiconductor index was up 3.05% on Friday.
https://www.marketwatch.com/investing/index/sox

KESM is likely to surge on Monday.

KUALA LUMPUR (Feb 8): The FBM KLCI rose 3.06 points or 0.2% on bargain hunting and after China said January exports and imports increased 11.1% and 36.9% respectively from a year earlier.

KUALA LUMPUR (Feb 8): The FBM KLCI rose 3.06 points or 0.2% on bargain hunting and after China said January exports and imports increased 11.1% and 36.9% respectively from a year earlier.

Most Asian currencies weaken, along with risk appetites | http://www.klsescreener.com/v2/news/view/340351

Most Asian currencies weaken, along with risk appetites | http://www.klsescreener.com/v2/news/view/340351

Sturdy growth expected for Inari 2Q profit on ramp-up of RF chips http://www.theedgemarkets.com/article/sturdy-growth-expected-inari-2q-profit-rampup-rf-chips

VIX -28.12%　Volatility Index
https://finance.yahoo.com/quote/%5EVIX/

The decrease of the volatility Index means the decrease of investors fear.

Global stock rally is likely to continue.

VIX -28.12%　Volatility Index
https://finance.yahoo.com/quote/%5EVIX/

The decrease of the volatility Index means the decrease of investors fear.

World stock rally is likely to continue.

VIX -28.12%　Volatility Index
https://finance.yahoo.com/quote/%5EVIX/

World stock rally is likely to continue.

Kesm is likely to surge tomorrow.

Bullish Chip Forecast Explained
Future Horizons' CEO explains why the market watcher just increased a 2018 semiconductor forecast that was already the most bullish in the industry.
https://www.eetimes.com/author.asp?section_id=36&doc_id=1332939

Bullish Chip Forecast Explained
Future Horizons' CEO explains why the market watcher just increased a 2018 semiconductor forecast that was already the most bullish in the industry.
https://www.eetimes.com/author.asp?section_id=36&doc_id=1332939

Samsung to begin investing in second semiconductor chip line

(Reuters) – Samsung Electronics has decided to begin investment to build a second memory chip line at its Pyeongtaek production facilities in South Korea, Yonhap news agency reported on Wednesday.

Chipmakers are investing heavily to meet booming demand for semiconductors and Samsung said last year it planned to invest 30 trillion won ($27.63 billion) in its Pyeongtaek factory by 2021 to expand capacity.

In late January, the world’s biggest maker of semiconductors posted a record annual profit driven by a so-called memory chip “super-cycle,” and said it expects demand for semiconductors to remain strong in 2018, especially for chips used in servers.
https://venturebeat.com/2018/02/07/samsung-to-begin-investing-in-second-domestic-semiconductor-chip-line/

wage growth -> improved inflation outlook -> US treasury yield rise -> bullish USD -> bullish USDMYR -> good for Malaysian export-oriented stocks

wage growth -> improved inflation outlook -> US treasury yield rise -> bullish USD -> bullish USDMYR -> good for Malaysian export-oriented stocks

If the stock price drops, it will be a good chance to buy the stock. The stock price has been already low.

MMS Ventures sees better results on higher sales
Read more at https://www.thestar.com.my/business/business-news/2018/01/15/mms-ventures-sees-better-results-on-higher-sales/#fiHx5kJ6Bbp0pTTC.99

But I'm not sure if Malaysian stocks will get affected severely. In 2017 Malaysian stocks got affcted least by bullish US stocks. Malaysian stocks may get affected, but will probably end up with a less than 1% drop.

wage growth -> improved inflation outlook -> US treasury yield rise -> bullish USD -> bullish USDMYR -> good for Malaysian export-oriented stocks