China Rebar Price
http://www.sunsirs.com/uk/prodetail-927.html

Wow

Ann Joo’s FY18 profit seen better on stable sales, higher margins http://www.klsescreener.com/v2/news/view/417808

Ann Joo’s FY18 profit seen better on stable sales, higher margins | http://www.klsescreener.com/v2/news/view/417808

http://www.indexologyblog.com/2018/08/03/a-glance-at-the-performance-of-emerging-asean-markets/

China Rebar Price
--
http://www.sunsirs.com/uk/prodetail-927.html

China Rebar Price
http://www.sunsirs.com/uk/prodetail-927.html

Ringgit seen to weaken against US$, Bursa trend higher next week
Read more at https://www.thestar.com.my/business/business-news/2018/08/11/ringgit-expected-to-weaken-against-us$-next-week/#Z12P9KBE8MAfMxZe.99

https://www.cnbc.com/video/2018/08/10/apple-underappreciated-stock-analyst-fang-technology.html
Apple still most underappreciated stock in the world: Analyst

Apple still most underappreciated stock in the world: Analyst
https://www.cnbc.com/video/2018/08/10/apple-underappreciated-stock-analyst-fang-technology.html

Apple still most underappreciated stock in the world: Analyst. https://www.cnbc.com/video/2018/08/10/apple-underappreciated-stock-analyst-fang-technology.html

Malaysian manufacturers profiting from US-China conflict | http://www.klsescreener.com/v2/news/view/416658

6月製造業銷售增7.8% 員工均薪RM3602 | http://www.klsescreener.com/v2/news/view/416764

General Motors was up 0.19% and PHLX semiconductor index up 0.27% yesterday.

MRCB, George Kent up after govt confirmed consortium remains as LRT3 PDP | http://www.klsescreener.com/v2/news/view/415350

Ringgit to remain weaker as US dollar strengthens against most currencies http://www.klsescreener.com/v2/news/view/415038

Good

Ringgit to remain weaker as US dollar strengthens against most currencies | http://www.klsescreener.com/v2/news/view/415038

MRCB and GKent shares rise on confirmation as PDP for LRT3 | http://www.klsescreener.com/v2/news/view/415074

全球半导体销售强劲‧大马科技股续唱好 http://www.sinchew.com.my/node/1781561/全球半导体销售强劲‧大马科技股续唱好

Wow

全球半导体销售强劲‧大马科技股续唱好 http://www.sinchew.com.my/node/1781561/全球半导体销售强劲‧大马科技股续唱好
Great!

全球半导体销售强劲‧大马科技股续唱好 http://www.sinchew.com.my/node/1781561/全球半导体销售强劲‧大马科技股续唱好

China Shares Post Biggest Gain in Two Years on Investment Hopes
https://www.bloomberg.com/news/articles/2018-08-07/china-shares-post-biggest-gain-in-two-years-on-investment-hopes

Aerospsce industry JHM has been very bullish

The PHLX Semiconductor Sector index was up 0.55% yesterday.

Global chip sales rise to quarterly record of $117.9 billion
https://www.marketwatch.com/story/global-chip-sales-rise-to-quarterly-record-of-1179-billion-2018-08-03?mod=newsviewer_click

WOW

https://www.marketwatch.com/story/global-chip-sales-rise-to-quarterly-record-of-1179-billion-2018-08-03

Global chip sales rise to quarterly record of $117.9 billion

Global chip sales rise to quarterly record of $117.9 billion
https://www.marketwatch.com/story/global-chip-sales-rise-to-quarterly-record-of-1179-billion-2018-08-03

Kesm may be better.

The PHLX semiconductor index was up 1.00% yesterday. USDMYR 4.082

Globetronics 2Q net profit up 32% on higher volume loadings | http://www.klsescreener.com/v2/news/view/412036

It is likely to rebound tomorrow.

Global silicon wafer area shipments rose 2.5% in the second quarter of 2018 to 3,160 million square inches from 3,084 million square inches the previous quarter, according to the U.S.-based Semiconductor Equipment & Materials International’s (SEMI) Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry

Global 2Q2018 silicon wafer shipments up 6.1% y-o-y, says SEMI | http://www.klsescreener.com/v2/news/view/411298

ViTrox’s 2Q profit up 30% on higher sales | http://www.klsescreener.com/v2/news/view/409716

伟特机构销售增长 提振次季净利涨30% | http://www.klsescreener.com/v2/news/view/409754

Buy some semiconductor stocks like Pentamaster, KESM and Vitorx. Malaysian semiconductor stocks have been bullish recently. USDMYR 4.063

Wow, something good is coming.

Malaysian semiconductor stocks have been bullish recently.USDMYR 4.063
Vitrox was up 12.26% today.

ViTrox upgraded to buy at Maybank http://www.theedgemarkets.com/article/vitrox-upgraded-buy-maybank

US jobless claims decline to 48-year low | http://www.klsescreener.com/v2/news/view/407656

Furniture and glove makers winners in US-China trade war | http://www.klsescreener.com/v2/news/view/407694

Wafer maker X-FAB raises output | http://www.klsescreener.com/v2/news/view/407698

Risk assets and oil prices would likely tumble as worries about growth arise, hitting currencies of commodity-exporting countries particularly hard -- namely, the Russian ruble, Colombian peso and Malaysian ringgit -- before taking down the rest of Asia.

“Asian central banks will initially try to stem currency weakness through intervention,” Brooks said. “But then Asian central banks will step back, and in my mind, the big underperformer on a six-month horizon could be EM Asia.”
https://www.bloomberg.com/news/articles/2018-07-20/currency-war-erupts...
22/07/2018 09:10
X
Weak ringgit will give Malaysian export-oriented stocks an edge.

Weak ringgit gives Malaysian export-oriented stocks an edge.

Risk assets and oil prices would likely tumble as worries about growth arise, hitting currencies of commodity-exporting countries particularly hard -- namely, the Russian ruble, Colombian peso and Malaysian ringgit -- before taking down the rest of Asia.

“Asian central banks will initially try to stem currency weakness through intervention,” Brooks said. “But then Asian central banks will step back, and in my mind, the big underperformer on a six-month horizon could be EM Asia.”
https://www.bloomberg.com/news/articles/2018-07-20/currency-war-erupts-as-trump-blasts-china-eu-for-manipulating

Kesm and MPI

JUST PROFIT TAKING

Kwap has been accumulating Kesm. Great!

20-Jul-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 3,000 shares on 18-Jul-2018.
20-Jul-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 17,000 shares on 19-Jul-2018.

USDMYR 4.0640

http://mymetastockjournal.blogspot.com/2018/07/outlook-for-technology-sector-seems.html?m=1