for analysis and forecast.，you need to look into two markets that require these products ,wiring and cable.
1,housing and property market ,2. semiconducter, and data centers.These two markets are just beginning to hot up. plenty of potentials. how big ,we don;t know ,no limit yet, just a beginning.
on data centers ,Singapore currently hosts 80 -100 data centers, many need to relocate to Malaysia, the reason said to be Singapore doesn;'t have enough electricity supply, and we viewed YTLpower benefitted much from this.reason。

countries have the right for protectionism, simple economic, why links military and scapegoat etc,etc . such a brainwashed kaki.

relax ,definitely will come to these targets.

mah sing team player is Bridge Data Centres (BDC), owns by Bain Capital. a Nasdaq listed company.
Bridge Data Centres , also in SINGAPORE.

Leading countries by number of data centers as of March 2024
https://www.statista.com/statistics/1228433/data-centers-worldwide-by-country/

what is important is to determine whether Bridge Data Centres (BDC), a company primarily owned by Bain Capital. is good company or a bad one. can search the links

management are made up of humans, and humans tend to make errors. and now they make strategic change, i think this is right move, and a clever one.

The Real Trick To Investing Is — Patience.
You need patience to see the stock go to the bottom.
And you need patience to see the stock go to the top.
And you also need patience to see the stock to skyrocket.
And then you also need patience to see your compound dividends coming in every single month or quarterly.

Charlie Munger once said, “The big money doesn’t come from the trading every single day, but from patience of wait-and-do-nothing.”

So, if you want to make big money with patience…

Warren Meow

马来西亚数据中心5年内即将成长10倍？！
https://www.youtube.com/watch?v=HQcdAIP1IZQ

薪水6倍起跳?"南洋半導體鏈"成形"科技新亞洲"去中?
https://www.youtube.com/watch?v=BUG7u4Wh8MM

印度.馬國.越南.新加坡 "南洋半導體鏈"默默成形！
https://www.youtube.com/watch?v=cpeBHDSVtZw

price consolidates, and will test new high.

a tsunami can sink all all boats, especially those with weak fundamentals

for all market trends ,whether bullish or bearish ,they are determined by underlying fundamentals, and intrinsic values.

for stocks trading ,you look at the future, not the past. the future is for growth ,and business development .

the real intrinsic value of CIMB is in the future Indonesia banking business. currently CIMB NIAGA is serving 8 millions customers ,which can further grow into 10 -15 millions in this country of 280 millions with annual gdp growth of 5.7 %

Jakarta. Citibank, N.A., Indonesia (Citi Indonesia) reported a net income of Rp 2.5 trillion ($157.33 million) in 2023, marking an 82 percent increase from the previous year. This growth was primarily driven by higher net interest income in the Institutional Banking business and other non-operating income.

https://jakartaglobe.id/business/citi-indonesias-net-income-hits-rp-25-trillion-in-2023-fueled-by-institutional-banking-growth

stock prices too move in quantum, yesterday down ,today up ,momentum is still up, see you at new high,

we live in a quantum universe. things never move in straight line, but up and down quantum.

INDONESIAN Government Advocates for Biodiesel Mandate Up to B-40 Level\
https://jakartaglobe.id/business/government-advocates-for-biodiesel-mandate-up-to-b40-level

this stock will touch 8 rm ,why anybody need to worry.

(March 7): Indonesian stocks rose to a record high, buoyed by optimism over the country’s prospects amid a push by leaders for faster economic growth.

The Jakarta Composite Index advanced 0.6% to 7,373.964, surpassing a peak set in January. Materials and infrastructure stocks were among the biggest gainers.

Defence Minister Prabowo Subianto — who secured majority support in February’s presidential election, based on quick counts — is targeting economic growth of 8% in the next five years. He has also pledged to maintain fiscal discipline and continue with existing economic policies.

“The clarity over elections supported an already compelling macro story with investors now assuming that economic policy would be largely unchanged,” said Sat Duhra, a fund manager at Janus Henderson Group.

The official results of the vote will be announced by March 20.

A stronger economic outlook is also helping to boost the Southeast Asian country’s banks, which is the best performing sector on the stock gauge so far this year. Financial shares have drawn “more than seven trillion rupiah (RM2.1 billion) of net foreign buying in January alone,” according to Tareck Horchani, head of prime brokerage dealing at Maybank Securities Pte.

“There is also confidence in Bank Indonesia in continuing to manage well the inflation and start the cut cycle soon, toward the end of” second quarter, Horchani said.

JAKARTA (Bloomberg): Indonesia’s Defence Minister Prabowo Subianto, who has claimed victory in last month’s presidential election, signaled that he will uphold fiscal prudence and maintain a steady hand on the economy once he’s in the driver’s seat.

Prabowo, in a speech Tuesday at the Mandiri Investment Forum, said he is targeting economic growth of 8% in the next five years, while keeping focus on expanding the tax base and maintaining fiscal discipline. He said he will push for a tax revenue target of about 14%-16% of gross domestic product by ensuring wider compliance without necessarily resorting to more levies.

KUALA LUMPUR: Indonesia's 2024 palm oil exports are seen at 29.50 million metric tonnes, down from 30.25 million tonnes last year, the Indonesia Palm Oil Association (GAPKI) said at an industry conference on Wednesday (March 6).

Meanwhile, palm oil output in the world's biggest producer of the edible oil is expected to rise by 2.26% to 54.4 million tonnes, GAPKI official Fadhil Hasan said, while domestic consumption is seen higher due to demand for biodiesel feedstock.

Indonesia's end-2024 palm oil stock is estimated at 5.25 million tonnes.

"There is a possibility of the new incoming government increasing B35 to B40," Fadhil said, referring to Indonesia's mandatory bio-content mix that currently stands at 35% of biodiesel. This could take place in the second half this year, he said.

"One of the programmes by the candidate likely to be elected is intention to raise to B50, but that is maybe for after 2025," he added.

Pollsters have said that Defence Minister Prabowo Subianto is the likely winner of the Feb 14 general election. The election committee has until March 20 to verify votes.

Meanwhile, the impact of El Nino dry weather pattern last year has turned out to be insignificant on 2024 production as it hit mostly Java and southern regions of Sumatra, which are not palm oil producing centres, Fadhil said. - Reuters

印尼联昌全年盈利26亿 写新高
Sinchew Thu, Feb 22, 2024 03:10pm - 10 minutes


（吉隆坡22日讯）联昌集团（CIMB,1023,主板金融服务组）旗下的印尼联昌商业银行（CIMB Niaga）宣布，其2023年税前利润为8.4兆印尼盾（约26亿令吉），是迄今最高记录，按年增长27.0%。

该银行在文告里指出，不良贷款（NPL）从2022年12月的2.8%大幅下降至2023年12月的2.0%。此外，其资本充足率（CAR）和贷存比（LDR）分别为24.0%和89.3%。

印尼联昌商业银行是当地第二大私营银行，截至12月31日，合并资产总额为334.4兆印尼盾，按年增长9.0%。

在存款方面，其总存款增至235.9兆，按年增3.8%，来往和储蓄户口(CASA)比率达63.9%，其中86%的定期存款来自数字渠道。

至于贷款，该银行指出，贷款或融资总额按年增长了8.5%，达到213.4兆印尼盾。其企业银行的业务按年增长11.7%，其次是中小企业的业务，按年增长9.5%，而消费者银行业务按年增长6.9%。零售贷款的增长主要来自汽车贷款，按年增长15.7%。

其伊斯兰业务仍是印尼最大的伊斯兰业务单位，融资总额达55.2兆印尼盾，按年增长 17.0%，存款达44.9兆印尼盾，按年增长13.7%。

联昌商业银行表示将继续开发数字产品。2023年，其96%客户的金融交易额，是通过无网点银行渠道进行，例如OCTO Mobile、OCTO Clicks、Bizchannel@CIMB、提款机和OCTO Pay电子货币

if you look at cimb niaga indonesia, the second largest private bank in the country, this cimb owns 91% of it, looks spectacular for investment.

US stocks and treasuries surged after softer-than-expected US inflation - Newsquawk Asia-Pac Market Open

口炮对应火炮、搞笑的可以。

Thailand’s economy rose 0.2% quarter-on-quarter in the three months to June 2023, well below market forecasts of 1.2% and slowing from a 1.9% expansion in the prior period. The slowdown was mainly due to the contraction from government spending (-0.8% vs -1.2% in Q1) and fixed investments (-2.8% vs 1.1%). Meanwhile, private consumption continued to rise further (3.7% vs 2.6%). Net trade contributed negatively to the GDP, as imports (2.2% vs 4.1%) grew faster than exports (1% vs 3.7%). On the production side, the agriculture sector decreased (-2.8% vs 2.9%) and the non-agriculture sector eased (0.5% vs 1.7%), due to smaller increases from the industrial (0.2% vs 0.7%) and services sector (0.9% vs 1.9%). source: Nesdb, Thailand

The Gross Domestic Product (GDP) in Malaysia expanded by 1.50 percent quarter-on-quarter in the second quarter of 2023, the second straight quarter of expansion, after a 0.90 percent growth in the previous quarter. source: Department of Statistics, Malaysia

cimb is a multinational banking business. this includes indonesia thailand and malaysia.

Indonesia's economy advanced by 5.17% yoy in Q2 of 2023, faster than market forecasts of a 4.93% gain, and after a marginally revised 5.04% growth in Q1. This was the 9th consecutive period of expansion and the strongest pace in three quarters, as household consumption accelerated during the fasting month of Ramadan and the Eid-ul Fitr festivals (5.23% vs 4.54% in Q1). Also, there was a strong pickup in both government spending (10.62% vs 3.45%) and fixed investment (4.63% vs 2.11%). Net trade, however, contributed negatively, amid falls in both exports (-2.75%) and imports (-3.80%). On the production side, output growth quickened for agriculture (2.02% vs 0.43%% in Q1), manufacturing (4.88% vs 4.43%), mining (5.01% vs 4.92%), wholesale & retail trade (5.25% vs 4.92%), communication (8.02% vs 7.13%), and construction (5.23% vs 0.32%). The central bank for this year projected the economy to grow between 4.5-5.3%. In 2022, the economy expanded by 5.31%, the most since 2013. source: Statistics Indonesia

keep for medium and long term as investment for banking stocks.

no data suggests there is a recession,

follow the trend, the trend is your friend.

those are wise words, but unwise one always see things differently. for eg, people like old mamak

sarawak is currently underdeveloped, given new open policy by state goovernment, it should work toward a goal as new industrial state.

today nicely recovered

normal correction, on profit taking.

美国农业部近日公布了8月供需报告，报告中上调了新作美豆期初大豆库存，下调了新作大豆产量、出口量及期末库存。市场人士表示，这份报告奠定了2023/2024年度美豆偏紧的供给预期，同时也令全球大豆供应预期转向偏紧状态。

don't bullshit

分析师预计棕榈油在今年第四季度和明年第一季度强劲反弹
2023-08-10
摘要： 棕榈油价格可能在2023年第三季度面临下行压力。中国和印度的食用油库存偏高，加上棕榈油相对豆油的价差缩小，将在短期内带来压力。
8月9日消息：资深棕榈油分析师赛西亚·瓦尔加博士表示，马来西亚毛棕榈油基准合约价格可能在明年初上涨到每吨4000到4300令吉。

周三，马来西亚衍生品交易所的2024年3月棕榈油合约收于3884令吉/吨。该合约将会是明年1月份时的基准棕榈油合约。如果瓦尔加的预测成为现实，意味着棕榈油价格将有3.0%到10.7%的上涨空间。

瓦尔加在一份研报中写道，棕榈油价格可能在2023年第三季度面临下行压力，然后在今年第四季度和明年第一季度强劲反弹。就近期走势而言，中国和印度的食用油库存偏高，加上棕榈油相对豆油的价差缩小，将在短期内给棕榈价格带来压力。

2024年印尼棕榈油产量预计为5100万吨，高于今年预期产量5000万吨；马来西亚的棕榈油产量可能降至1750万吨到1800万吨，而今年产量估计为1850万到1860万吨，因为极端干燥天气件会影响棕榈油产量。

不过瓦尔加表示，棕榈油的高价格不可持续，因为竞争力和需求将会受到影响。

机构：短期内棕榈油市场料偏多

8月9日报道，商品咨询机构Vesper周三在一份报告中称，预计棕榈油和其他植物油（即棕榈仁油、大豆油、菜籽油和葵花油）的短期情绪将略为偏多。Vesper表示，最新评估是在惠誉评级下调美用评级及其对食用油综合体的影响后做出的。

Vesper表示，乐观因素包括乌克兰物流中断、美国农业部可能削减美国大豆产量预估以及加拿大的天气风险。

但从长期来看，受强劲的供需、进口商库存充足以及预计8月份美国将出现对作物有利的天气，这些植物油的市场情绪将略为悲观。

sarawak plantqtion's landbank and plantation acreage ,and monthly oil production is half of ta ann. so the stock valuation is half of TaAnn.

RHB Research raises CPO price estimates for 2024, 2025 on El Nino effect
https://theedgemalaysia.com/node/675829

esos is not the main concern, the price of cpo is the main factor for stock price fluctuation. currently priced at 4000 rm per ton ,is good price, good profit earning for plantation. Current year ,the oil supply in world market is a bit tight

10% to 15% minimum, if cpo price can maintain at current level, or rise further.

Russia ended the Ukraine grain-export deal nearly a year into the agreement, heightening uncertainty over global food supplies and escalating tensions in the region.

The pact, previously extended in May, will cease to be effective as of Tuesday, the foreign ministry in Moscow said in a statement. Russia had repeatedly threatened to leave the deal, which had marked a rare example of cooperation during its war in Ukraine. The corridor’s shutdown will hit key buyers like China, Spain and Egypt.

“Unfortunately, the part concerning Russia in this Black Sea agreement has not been fulfilled so far,” Kremlin spokesman Dmitry Peskov said, according to Russian news agency Tass. “Therefore, it is terminated.”

forget about bplant and thplant due to low production factor. forget about sweat and blood stories, it is fictional.

PUTRAJAYA: Prime Minister Datuk Seri Anwar Ibrahim said he will meet Tesla Inc founder and chief executive officer Elon Musk tomorrow.

"Tomorrow," he said in a brief reply when asked about his meeting with the electric car giant.

Anwar said this after the Cakna Madani programme with the enforcement agencies at Putrajaya International Convention Centre here.

It was reported last Friday, Anwar, also the finance minister, announced that he would be sitting down with Musk to explore ways for the mega EV company to further its investments in Malaysia.

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On July 10, Investment, Trade and Industry Minister Tengku Datuk Seri Zafrul Abdul Aziz told reporters that Musk would discuss the possibility of increasing his investments in Malaysia with the premier.


"Let us save the content after the call. I think the content will be more than just about the electric vehicles (EV) and automotive sectors.


"What we want is a higher investment potential in the automotive sector and also in other sectors," Tengku Zafrul told reporters at the soft launch of the International Greentech and Eco Products Exhib.
Tesla will officially be launched in Malaysia on July 20.

Palm oil price to stay high amid tighter soybean market, say analysts
https://theedgemalaysia.com/node/673366

at least this marketing year july 2023 --june 2024 the oil-fat market would be firm.