More analysts will start raising TPs for semiconductor stocks near future.
ON Semiconductor (NASDAQ:ON) PT Raised to $82.00

ON Semiconductor (NASDAQ:ON) PT Raised to $82.00
https://www.defenseworld.net/2022/08/04/on-semiconductor-nasdaqon-pt-raised-to-82-00.html

More analysts will start raising TPs for semiconductor stocks near future.
ON Semiconductor (NASDAQ:ON) PT Raised to $82.00
https://www.defenseworld.net/2022/08/04/on-semiconductor-nasdaqon-pt-raised-to-82-00.html

Infineon, the largest chip supplier to the automotive sector, has upgraded revenue and margin forecasts for 2022 as customers continue to struggle to source enough semiconductors to fulfill their needs.
https://www.theregister.com/AMP/2022/08/03/infineon_ups_2022_revenue_forecast/

In a note on Thursday, the research house said it sees a stronger 2HFY22, driven by production recovery in Ipoh, higher ASPs, and favourable foreign exchange movements. It raised its FY22-24 earnings per share forecasts by 2%-5%.

“We reiterate 'add', with a higher target price of RM3.90, still based on 22 times calendar year 2023 price-earnings, “ it said.

https://www.thestar.com.my/business/business-news/2022/07/30/are-exporters-making-a-killing-from-the-low-rate

https://www.thestar.com.my/business/business-news/2022/07/30/are-exporters-making-a-killing-from-the-low-rate

Front-end semiconductor, upstream energy spaces bodes well for DNeX, says HLIB Research
https://www.nst.com.my/amp/business/2022/08/818888/front-end-semiconductor-upstream-energy-spaces-bodes-well-dnex-says-hlib

Stronger improvement in manufacturing conditions in July
https://www.theedgemarkets.com/article/stronger-improvement-manufacturing-conditions-july

Stronger improvement in manufacturing conditions in July
https://www.theedgemarkets.com/article/stronger-improvement-manufacturing-conditions-july

Unisem’s new plant in Gopeng to double existing production capacity
https://www.theedgemarkets.com/article/unisems-new-plant-gopeng-double-existing-production-capacity

Record performance by Kelington in Q2?
https://www.nst.com.my/business/2022/07/817118/record-performance-kelington-q2

Kelington’s order book to be replenished
https://www.thestar.com.my/business/business-news/2022/07/29/kelingtons-order-book-to-be-replenished

https://www.theedgemarkets.com/article/malaysias-techrelated-stocks-soar-nasdaq-gains

MPI is better.

Chip makers’ stocks rally as Senate votes to advance U.S. chip infrastructure bill
https://www.marketwatch.com/story/chip-makers-stocks-rally-as-senate-votes-to-advance-u-s-chip-infrastructure-bill-11658944548?mod=mw_quote_news

https://www.thesundaily.my/home/msia-malaysia-has-what-it-takes-to-become-global-automation-hub-GK9509392

Nomura Malaysia launches global shariah www.nst.com.my/amp/business/2022/07/817114/nomura-malaysia-launches-global-shariah-semiconductor-equity-fund

Malaysia continues to expand its semiconductor space
https://www.digitimes.com/news/a20220728VL203/malaysia-semiconductor.html

Texas Instruments’ Rosy Forecast Counters Fears of Slowdown
https://www.bloomberg.com/news/articles/2022-07-26/texas-instruments-upbeat-forecast-counters-fears-of-slowdown#xj4y7vzkg

Taiwan chipmaker UMC sees further growth for sector into 2023
https://www.reuters.com/technology/taiwan-chipmaker-umc-sees-further-growth-sector-into-2023-2022-07-27/

NXP Semiconductors, the second-biggest supplier of chips to the automotive industry, gave a strong forecast for the current quarter driven by demand for components used in light vehicles.
https://www.autonews.com/automakers-suppliers/nxp-semiconductors-bullish-chip-shipments-automakers

Texas Instruments’ Rosy Forecast Counters Fears of Slowdown
End of lockdowns in China boosted orders at end of quarter
Personal electronics demand was weaker, chipmaker says
https://www.bloomberg.com/news/articles/2022-07-26/texas-instruments-upbeat-forecast-counters-fears-of-slowdown#xj4y7vzkg

Google Reassures Wall Street With Ad Business Showing Resilience
https://www.bloomberg.com/news/articles/2022-07-26/google-earnings-meet-estimates-on-strong-advertiser-demand#xj4y7vzkg

Texas Instruments’ Rosy Forecast Counters Fears of Slowdown
End of lockdowns in China boosted orders at end of quarter
Personal electronics demand was weaker, chipmaker says
https://www.bloomberg.com/news/articles/2022-07-26/texas-instruments-upbeat-forecast-counters-fears-of-slowdown#xj4y7vzkg

US Chips Act won’t hurt Malaysian semiconductor sector
https://www.thestar.com.my/business/business-news/2022/07/23/us-chips-act-wont-hurt-malaysian-semiconductor-sector

US Chips Act won’t hurt Malaysian semiconductor sector
https://www.thestar.com.my/business/business-news/2022/07/23/us-chips-act-wont-hurt-malaysian-semiconductor-sector

E&E segment will continue to be key growth driver for Malaysia — MIDA
Tech - E&E segment will continue to be key growth driver for Malaysia — MIDA - http://www.theedgemarkets.com/article/ee-segment-will-continue-be-key-growth-driver-malaysia-—-mida

該機構說：“這有利於馬太平洋（Malaysian Pacific Industries Bhd），因在汽車領域擁有強大敞口，更重要的是，在電動汽車逐漸採用下一代產品佔據領先地位。評級為'超越大市'，目標價38.10令吉。”

肯纳格维持科技业增持评级 - http://www.theedgemarkets.com/article/肯纳格维持科技业增持评级

Unisem is oversold. The past six month performance is -42.72 percent.

Mercury Securities starts coverage on Greatech, expects more contract wins
https://www.theedgemarkets.com/article/mercury-securities-starts-coverage-greatech-expects-more-contract-wins

NEW YORK, June 24 (Reuters) - U.S. equities could see a 7% move up next week as investors rebalance their portfolios after a brutal first half of the year, J.P. Morgan's chief global markets strategist, Marko Kolanovic, said on Friday.

https://www.reuters.com/markets/europe/jp-morgan-sees-portfolio-rebalancing-lifting-us-stocks-7-next-week-2022-06-24/

US Economy Will ‘Narrowly Avoid’ Recession in 2022 and 2023, IMF Says
US economy’s path to skirt recession is narrowing, MD says
Fed’s plan to get rates to 3.5% to 4% is ‘correct policy’
https://www.bloomberg.com/news/articles/2022-06-24/us-economy-to-narrowly-avoid-recession-in-2022-23-imf-says#xj4y7vzkg

JPMorgan Chase & Co.’s Marko Kolanovic, a steadfast bull on US equities during this year’s selloff, is calling for stocks to rise 7% next week as pension and sovereign wealth funds rebalance their portfolios.

JPMorgan’s Kolanovic Sees a 7% Boost for Stocks From Rebalancing
Monthly, quarterly event occuring in period of poor liquidity
Risky assets may be poised to ‘recover most of their losses’
https://www.bloomberg.com/news/articles/2022-06-24/jpmorgan-s-kolanovic-sees-a-7-boost-for-stocks-from-rebalancing#xj4y7vzkg

JPMorgan’s Kolanovic Sees a 7% Boost for Stocks From Rebalancing
https://www.bloomberg.com/news/articles/2022-06-24/jpmorgan-s-kolanovic-sees-a-7-boost-for-stocks-from-rebalancing#xj4y7vzkg

multibagger stock

https://asia.nikkei.com/Economy/Trade/U.S.-waives-tariffs-on-solar-panels-from-Thailand-Vietnam
BANGKOK/NEW YORK -- U.S. President Joe Biden on Monday declared a 24-month tariff exemption for solar panels manufactured in Thailand, Vietnam, Cambodia and Malaysia.

China’s Chipmaking Power Grows Despite US Effort to Counter It
A flood of machinery heading to China draws attention as the US struggles to bolster its domestic chip industry.
https://www.bloomberg.com/news/articles/2022-06-13/china-s-growing-clout-in-global-chip-market-rings-alarm-bells-in-washington

target price 1.90 ringgit
【行家论股/视频】科艺集团 新订单或再创纪录 - https://www.enanyang.my/行家论股/【行家论股视频】科艺集团-新订单或再创纪录

KGB announced that it has won a contract worth RM114 million from a French-Italian multinational electronics and semiconductor manufacturer.

China Rally Stands Out as Global Stocks Fret Over Fed Hikes
CSI 300 rises more than 1%, extending gains amid global rout
China data beat estimates; PBOC keeps key interest rate steady
https://www.bloomberg.com/news/articles/2022-06-15/china-stocks-power-ahead-as-losses-in-global-equities-deepen#xj4y7vzkg

【行家论股/视频】科艺集团 订单踊跃前景佳 - https://www.enanyang.my/行家论股/【行家论股视频】科艺集团-订单踊跃前景佳

Dnex banks on new wafer fab - https://www.thestar.com.my/business/business-news/2022/06/04/dnex-banks-on-new-wafer-fab

Goldman Sachs Says Emerging Markets to Outperform on Dollar Peak
Developing assets tend to outperform months after USD high
China, Southeast Asia are regional standouts, firm says

https://www.bloomberg.com/news/articles/2022-06-02/goldman-sachs-says-emerging-markets-to-outperform-on-dollar-peak#xj4y7vzkg

Philadelphia Semiconductor Index was up 3.57 percent yerterday.

Philadelphia Semiconductor Index (SOX) was up 3.57 percent yerterday.

SHANGHAI/TAIPEI, May 31 (Reuters) - German supplier of chemicals and materials used in making semiconductors, Merck KGaA (MRCG.DE), said on Tuesday it had signed a contract to open a semiconductor base in the Chinese city of Zhangjiagang, describing it as its largest single electronics business investment in the country.
https://www.reuters.com/technology/merck-says-it-plans-open-semiconductor-base-china-2022-05-31/