Malaysia's antidumping duties on steel imports are effective for five years, from February 8, 2018 to February 7, 2023.

Malaysia's antidumping duties on steel imports are effective for five years, from February 8, 2018 to February 7, 2023,"
06/03/2018 23:49

Easing Geopolitical Concerns May Lead To Strength On Wall Street
http://markets.businessinsider.com/news/stocks/easing-geopolitical-concerns-may-lead-to-strength-on-wall-street-1018130192

spoofing tactic to scare investors. haha

spoofing tactic to scare investors. haha

Malaysia exports "a very minimal amount" of steel to the US.

iron and steel products (60.9%)

iron and steel products (60.9%)

Malaysia's trade exports grow 17.9% to RM82b
https://www.thestar.com.my/business/business-news/2018/03/05/malaysia-trade-exports-grow-17pt9pct-to-rm82m/

"The main contributors to the increase were exports of electrical and electronic (E&E) products which surged by 27.1%, followed by chemicals and chemical products (23.4%), iron and steel products (60.9%), optical and scientific equipment (18%), manufactures of metal (14.8%) as well as transport equipment (32%)."

Malaysia's trade exports grow 17.9% to RM82b
Read more at https://www.thestar.com.my/business/business-news/2018/03/05/malaysia-trade-exports-grow-17pt9pct-to-rm82m/#L5isskXlpjLvwyKJ.99

"The main contributors to the increase were exports of electrical and electronic (E&E) products which surged by 27.1%, followed by chemicals and chemical products (23.4%), iron and steel products (60.9%), optical and scientific equipment (18%), manufactures of metal (14.8%) as well as transport equipment (32%)."

Don't buy steel stocks yet. Buy semiconductor stocks.

Downside risk is limited. P/E of all Malaysian semiconductor stocks is more than 12.00.

Inari-Amertron on multi-year earnings growth, says CIMB Research https://www.thestar.com.my/business/business-news/2018/03/01/inari-amertron-on-multi-year-earnings-growth-says-cimb-research/

Inari-Amertron on multi-year earnings growth, says CIMB Research https://www.thestar.com.my/business/business-news/2018/03/01/inari-amertron-on-multi-year-earnings-growth-says-cimb-research/

Malaysia's export growth seen accelerating to 8.4% in January — RAM http://www.theedgemarkets.com/article/malaysias-export-growth-seen-accelerating-84-january-—-ram

OTHERS DAGANG NEXCHANGE BERHAD ("DNeX" OR THE "COMPANY") - INCORPORATION OF NEW SUBSIDIARY
http://www.malaysiastock.biz/Company-Announcement.aspx?id=1038466

I started buying Malaysian semiconductor stocks again as some of them plunged.

Ideally you should start buying semiconductor stocks when USDMYR hits a bottom, but nobody knows when it hits a bottom, so start buying semiconductor stocks now!

Catalyst: It expects to TRANSFER TO THE MAIN BOARD by the end on March

US$ rises on Powell's economic outlook | http://www.klsescreener.com/v2/news/view/348107

Harvest Court Construction has been awarded a turnkey design and construction contract work for Phase 1 of Porto De Melaka Waterfront Project with contract value of RM153 million.

What happened to this project?

The stock price may drop to 0.075 tomorrow, though.

Downside risk is very limited as bad results have been already priced in with a P/BV of 0.446.

P/BV = 0.446 ( a price of RM 0.08)

On 31 December total assets increased to 158,065,831 from 55,468,948 compared to 31 March 2017.

On 31 December trade receivables increased to 34,542,477 from 8.433,744 compared to 31 March 2017.
On 31 December other receivables, deposits & preppayments increased to 83,181,122 from 10,658,848 compared to 31 March 2017.

Prospects

At present, the Group has sucessfully secured construction order book of RM 340 million.

The Group will continue to build the competitiveness in timber services and construction business while remaining focused on operational efficiency and productivity so that satisfactory results are archieved in the current financial year.

There is no contribution from construction division in the current quarter due to slow progress of construction work at site as a result of changes made by customer from the original design, labour shortage and flood at project site during the raining season.

USDMYR is bullish. It's good for export oriented stocks.

Next catalyst GE14
Buy!

US dollar index has been bullish. It's good for Malaysian semiconductor stocks.

Chipmaker stocks could rise further based on the latest North American billings data for January, which jumped by 27.2 percent versus the same period a year ago.

Read more: Why Chip Stocks Will Keep Rising | Investopedia https://www.investopedia.com/news/chipmaker-stocks-may-continue-rise-strong-billings/#ixzz58JxtEwMa
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Philadelphia Semiconductor Index (SOX)

+2.19%

wow

Philadelphia Semiconductor Index (SOX)

+2.19%

great

Philadelphia Semiconductor Index (SOX)

+2.19%

good

Philadelphia Semiconductor Index (SOX)

+2.19%

Oil prices climb after unexpected drawdown in U.S. crude stocks
https://www.reuters.com/article/us-global-oil/oil-prices-climb-after-unexpected-drawdown-in-u-s-crude-stocks-idUSKCN1G6049

Today Apple is bullish.
https://finance.yahoo.com/quote/AAPL/

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

Fed’s Quarles Says U.S. Economy in ‘Best Shape’ Since Crisis
https://www.bloomberg.com/news/articles/2018-02-22/fed-s-quarles-says-u-s-economy-in-best-shape-since-crisis

Weak Dollar Means Fed Rate Hikes Pose Low Asia Threat, NAB Says

Export demand remains buoyant despite stronger Asia currencies
Central banks face less pressure to follow Fed rate increases
https://www.bloomberg.com/news/articles/2018-02-21/weak-dollar-means-fed-rate-hikes-pose-low-asia-threat-nab-says

What Emerging-Market Bulls Say About a 3% Treasury Yield

EM stocks, FX and local debt are still holding onto 2018 gains
‘Panic selling’ of emerging markets unlikely: MUFJ Kokusai
https://www.bloomberg.com/news/articles/2018-02-21/what-emerging-market-bulls-say-about-looming-3-treasury-yield

What Emerging-Market Bulls Say About a 3% Treasury Yield

EM stocks, FX and local debt are still holding onto 2018 gains
‘Panic selling’ of emerging markets unlikely: MUFJ Kokusai
https://www.bloomberg.com/news/articles/2018-02-21/what-emerging-market-bulls-say-about-looming-3-treasury-yield

Weak Dollar Means Fed Rate Hikes Pose Low Asia Threat, NAB Says
https://www.bloomberg.com/news/articles/2018-02-21/weak-dollar-means-fed-rate-hikes-pose-low-asia-threat-nab-says

What Emerging-Market Bulls Say About a 3% Treasury Yield

EM stocks, FX and local debt are still holding onto 2018 gains
‘Panic selling’ of emerging markets unlikely: MUFJ Kokusai
https://www.bloomberg.com/news/articles/2018-02-21/what-emerging-market-bulls-say-about-looming-3-treasury-yield

What Emerging-Market Bulls Say About a 3% Treasury Yield


EM stocks, FX and local debt are still holding onto 2018 gains
‘Panic selling’ of emerging markets unlikely: MUFJ Kokusai
https://www.bloomberg.com/news/articles/2018-02-21/what-emerging-market-bulls-say-about-looming-3-treasury-yield

Weak Dollar Means Fed Rate Hikes Pose Low Asia Threat, NAB Says

https://www.bloomberg.com/news/articles/2018-02-21/weak-dollar-means-fed-rate-hikes-pose-low-asia-threat-nab-says

Very expensive stock. In 2017 you were able to buy virtually all semiconductor stocks and gain profit. In 2018 you should be more selective. Kesm and MMSV are better choice.

The stock price might not drop much as the stock price has been already low.

The decrease in Group revenue of RM2.1 million was due to the decrease in revenue from the
Aerospace segment by RM4.4 million and an increase in revenue from the Equipment segment by
RM2.3 million. The lower revenue from the Aerospace segment was due to the lower demand from
customers and timing difference. For the Equipment segment, the increase in factory automation and
HDD businesses contributed to the higher revenue.
The lower Group profit before tax of RM0.7 million was attributable to the lower profit of RM1.4mil
from the Aerospace segment as a result of the decrease in revenue being offsetted by the higher profit
contribution from Equipment segment of RM0.7 million as a result of higher sales.
http://www.malaysiastock.biz/Company-Announcement.aspx?id=1035626

In 2017 you were able to buy virtually all semiconductor stocks and gain profit. In 2018 you should be more selective. Kesm and MMSV are better choice.

USDMYR is likely to go up gradually. It is good for semiconductor stocks.

USDMYR is likely to go up gradually. It is good for semiconductor stocks.

USDMYR is likely to move up gradually.

Nasdaq has been stronger than the Dow recently. It shows the market sentiment has been risk-on.

Automotive semiconductor stocks have been very bullish recently. --- MPI and KESM