Hong Kong Stocks Surge Most Since March on Return From Holiday
Hang Seng Index jumps nearly 6%

Hong Kong Stocks Surge Most Since March on Return From Holiday
Hang Seng Index jumps nearly 6%,

Bulls like Deutsche Bank AG strategist Binky Chadha cited depressed positioning as a reason for a potential giant year-end rally.

Australia Supercharges Market Debate That Peak Rates Are Near.
https://www.bloomberg.com/news/articles/2022-10-04/australia-supercharges-market-debate-that-peak-rates-are-near

Australia Supercharges Market Debate That Peak Rates Are Near
https://www.bloomberg.com/news/articles/2022-10-04/australia-supercharges-market-debate-that-peak-rates-are-near

bulls like Deutsche Bank AG strategist Binky Chadha cited depressed positioning as a reason for a potential giant year-end rally

PHLX Semiconductor Index has surged for two consecutive days.

PHLX Semiconductor Index has surged for two consecutive days.

US 10 year old bond yield plunged yesterday.

PHLX Semiconductor Index was up 3.76 percent yesterday.
https://www.marketwatch.com/investing/index/sox

Semiconductor Index
https://www.marketwatch.com/investing/index/sox

PHLX Semiconductor Index
https://www.marketwatch.com/investing/index/sox

https://www.theedgemarkets.com/article/revenue-increases-among-listed-firms-receivables-are-growing-faster

https://paultan.org/2022/09/20/august-2022-malaysian-vehicle-sales-up-36-maa/

US Consumers’ Long-Term Inflation Expectations Dip to Lowest Since Mid-2021
https://www.bloomberg.com/news/articles/2022-09-16/us-long-term-inflation-expectations-dip-to-lowest-since-mid-2021?leadSource=uverify%20wall

US Consumers’ Long-Term Inflation Expectations Dip to Lowest Since Mid-2021
https://www.bloomberg.com/news/articles/2022-09-16/us-long-term-inflation-expectations-dip-to-lowest-since-mid-2021?leadSource=uverify%20wall

Kobay Technology optimistic about near-term order visibility - https://www.thestar.com.my/business/business-news/2022/09/13/kobay-technology-optimistic-about-near-term-order-visibility

Tech - Budget 2023 to focus on automation, digital technology — MOF

Tech - Budget 2023 to focus on automation, digital technology — MOF - http://www.theedgemarkets.com/article/budget-2023-focus-automation-digital-technology-mof

要闻 - 大马7月批发零售贸易额按年弹升41%至1307亿 - http://www.theedgemarkets.com/article/大马7月批发零售贸易额按年弹升41至1307亿

Foreign funds snap seven straight weeks of net inflow into Malaysian equities
Highlight - Foreign funds snap seven straight weeks of net inflow into Malaysian equities - http://www.theedgemarkets.com/article/foreign-funds-snap-seven-straight-weeks-net-inflow-malaysian-equities

China car sales surge 29% in August

Last month's sales benefited from significant Covid-caused pent up demand
https://www.just-auto.com/news/china-car-sales-surge-29-in-august/

TP 4.94

【行家论股】高伟科技 核心业务保持强劲 - https://www.enanyang.my/行家论股/【行家论股】高伟科技-核心业务保持强劲

https://www.nst.com.my/business/2022/09/830496/ee-sector-going-strong

Unisem is expected to benefit from depreciation of ringgit against USD.

Kelington bags RM330m UHP contract, outstanding order book hits RM1.87b - https://www.malaymail.com/news/money/2022/09/05/kelington-bags-rm330m-uhp-contract-outstanding-order-book-hits-rm187b/26650

https://www.thestar.com.my/business/business-news/2022/08/31/dnex-in-for-another-strong-year

https://www.thestar.com.my/business/business-news/2022/08/30/dnex-foxconn-new-wafer-fab-facility-on-track

TP 44.40
https://www.theedgemarkets.com/article/rhb-raises-target-price-mpi-rm4440-after-record-high-revenue

https://www.nst.com.my/business/2022/08/826838/mpi-set-sustsined-growth-fy2023-rhb-research

https://m.malaysiastock.biz/Company-Announcement.aspx?id=1427443

PHLX Semiconductor Index was up 3.66 percent yesterday

PHLX Semiconductor Index was up 3.66 percent yesterday.
https://www.marketwatch.com/investing/index/sox

PHLX Semiconductor Index was up 3.66 percent yesterday.
https://www.marketwatch.com/investing/index/sox

Chief executive officer and managing director Datuk Seri Koay Hean Eng said the company's high-precision manufacturing business enjoyed a breakthrough year on the back of higher technology usage worldwide and the reopening of economies.

"As a result, we received a huge bump in orders from semiconductor, E&E, and aerospace customers.

"Furthermore, the acquisition of a pharmaceutical and healthcare business also helped boost the company's earnings," he said.

He said that in FY23, the company would expand its exposure through the manufacturing of aluminium extrusion business.

US student makes $110m profit trading meme stock Bed Bath & Beyond | Money & More Latest News Here
https://upjobsnews.com/us-student-makes-110m-profit-trading-meme-stock-bed-bath-beyond-money-more-latest-news-here/

PHLX Semiconductor Index
was up 2.28 percent yesterday.
https://www.marketwatch.com/investing/index/sox

US Factory Output Increases for First Time in Three Months
Production climbed 0.7% in July, fueled by auto plants
Manufacturing, total industrial production both beat forecasts
https://www.bloomberg.com/news/articles/2022-08-16/us-factory-output-increases-for-first-time-in-three-months#xj4y7vzkg

US Factory Output Increases for First Time in Three Months
Production climbed 0.7% in July, fueled by auto plants
Manufacturing, total industrial production both beat forecasts
https://www.bloomberg.com/news/articles/2022-08-16/us-factory-output-increases-for-first-time-in-three-months#xj4y7vzkg

Kelington puts faith in order book to drive earnings - https://www.thestar.com.my/business/business-news/2022/08/16/kelington-puts-faith-in-order-book-to-drive-earnings

https://www.theedgemarkets.com/article/kelingtons-2q-net-profit-surges-84-higher-project-completion-malaysia-singapore

Malaysia's semiconductor industry to benefit from Chips and Science Act
Monday, 15 Aug 2022 11:10 AM MYT
https://www.thestar.com.my/business/business-news/2022/08/15/malaysia039s-semiconductor-industry-to-benefit-from-chips-and-science-act

Commentary Of Prospects
The Group continues to benefit from the semiconductor shortage as manufacturers race to expand production capacity by establishing new facilities. As at 30 June 2022, we have secured new contracts amounting to RM798 million. Including the projects carried forward from the previous years, our total orderbook stands at RM1.9 billion, of which RM1.4 billion remains outstanding.
In addition to that, we recently clinched an UHP contract worth approximately RM117 million from a customer in Singapore to undertake the bulk and specialty gas system distribution works.
Leveraging on our strong track record, we aim to sustain our growth momentum by continuing our active participation in project tenders across our Ultra High Purity, Project Engineering and General Contracting Segments.
Prospects at the Industrial Gases division remain positive as demand for liquid carbon dioxide (LCO2) increase in tandem with the recovery in economic activities.
Barring unforeseen circumstances, we are confident of delivering a commendable financial performance in the second half of FY2022 as we execute our existing orderbook across our key operating markets.

https://m.malaysiastock.biz/Company-Announcement.aspx?id=1424053

China’s central bank unexpectedly cut a key policy interest rate for the first time since January.

PHLX Semiconductor Index was up 2.99 percent on Friday.
https://www.marketwatch.com/investing/index/sox

Soros Reloads on Big Tech With Amazon, Google and New Tesla Bet
Tech - George Soros’s investment firm bolstered its stakes in Amazon.com Inc, Salesforce Inc and Alphabet Inc, among other large technology companies. (File pic by Reuters) - http://www.theedgemarkets.com/article/soros-reloads-big-tech-amazon-google-and-new-tesla-bet

Soros Reloads on Big Tech With Amazon, Google and New Tesla Bet
https://www.bloomberg.com/news/articles/2022-08-12/soros-reloads-on-big-tech-with-amazon-google-and-new-tesla-bet

Soros Reloads on Big Tech With Amazon, Google and New Tesla Bet
https://www.bloomberg.com/news/articles/2022-08-12/soros-reloads-on-big-tech-with-amazon-google-and-new-tesla-bet