Ann Joo looks abroad to tackle slumping domestic demand http://www.theedgemarkets.com/article/ann-joo-looks-abroad-tackle-slumping-domestic-demand

Tech firms yet to benefit from ringgit weakness http://www.theedgemarkets.com/article/tech-firms-yet-benefit-ringgit-weakness

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Tech firms yet to benefit from ringgit weakness http://www.theedgemarkets.com/article/tech-firms-yet-benefit-ringgit-weakness

ECRL can proceed if better terms can be obtained, says PM http://www.theedgemarkets.com/article/ecrl-can-proceed-if-better-terms-can-be-obtained-says-pm

Some White House officials are trying to restart talks with China to avoid a trade war before U.S. tariffs on Chinese products take effect July 6, three people familiar with the plans said, setting up a battle with others in the administration who favor a harder line.

Tech stocks continue to rise | http://www.klsescreener.com/v2/news/view/394813

The Phlx semiconductor index was up 0.5%.

N.American semicon makers posted global billings of US$2.70 billion in May, says SEMI | http://www.klsescreener.com/v2/news/view/394195

Today

Globetronics 0%
MMSV 0%
MPI 0%
Unisem + 1.68%
Vitrox +0.17%
Kesm -2.63%
Inari + 0.44%
Pentamaster - 0.79%
Elsoft + 3.10%
Visdynamics +7.95%

Today

MMSV 0%
MPI 0%
Unisem + 1.68%
Vitrox +0.17%
Kesm -2.63%
Inari + 0.44%
Pentamaster - 0.79%
Elsoft + 3.10%
Visdynamics +7.95%
Globetronics 0%

Today

MPI 0%
Unisem + 1.68%
Vitrox +0.17%
Kesm -2.63%
Inari + 0.44%
Pentamaster - 0.79%
Elsoft + 3.10%
Visdynamics +7.95%
MMSV 0%
Globetronics 0%

Today

Unisem + 1.68%
Vitrox +0.17%
Kesm -2.63%
Inari + 0.44%
Pentamaster - 0.79%
Elsoft + 3.10%
Visdynamics +7.95%
MPI 0%
MMSV 0%
Globetronics 0%

Today

Vitrox +0.17%
Kesm -2.63%
Inari + 0.44%
Pentamaster - 0.79%
Elsoft + 3.10%
Visdynamics +7.95%
Unisem + 1.68%
MPI 0%
MMSV 0%
Globetronics 0%

Today other semiconductor stocks like Vitrox, Inari, Unisem, MPI and globetronics were not bearish.

Tech stocks were not bearish today due to depreciation of ringgit. Tomorrow the stock is likely to rebound.

USDMYR near 4.0

Global fund managers eye financial and tech stocks | http://www.klsescreener.com/v2/news/view/393167

1009 See the China Stteel company..
6月14日市场再度走弱，三大股指全线下挫。疲弱行情下钢铁板块逆势大涨，其中凌钢股份、安阳钢铁封涨停，追踪原因我们发现是因为中报披露期临近，二季度钢铁行业盈利或刷新高点。
More have start Limit Up liao..

https://klse.i3investor.com/m/blog/icon8888/160409.jsp

https://klse.i3investor.com/m/blog/icon8888/160409.jsp

Normally you should diversify your postfolio by investing in completely different sectors, but I'm interested in diversifying my portfolio in an abnormal way that does not depend on sectors.

This stock can be never bullish.No catalyst. I sold all of Anzo shares a long time ago.

Post removed.Why?

Inari’s new plants seen to boost earnings | http://www.klsescreener.com/v2/news/view/391921

Rubber glove counters rise on weakening ringgit | http://www.klsescreener.com/v2/news/view/392123

The phlx semiconductor index was up 0.52%

Even Annjoo was down 1.70% today.

Gamuda and George Kent were up today

The volatility of Malaysian steel stocks has been
a bit high, so being down 2.26% is quite normal when the market is bearish.

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

Did Kesm sign an agreement with a large customer?

https://loanstreet.com.my/learning-centre/how-gst-will-impact-home-prices-the-property-market

https://www.bloomberg.com/news/articles/2018-06-09/trump-turns-tables-on-g-7-allies-with-free-trade-proclamation

Trump Turns Tables on G-7 Allies With Free-Trade ‘Proclamation’

https://www.bloomberg.com/news/articles/2018-06-09/trump-turns-tables-on-g-7-allies-with-free-trade-proclamation

http://markets.businessinsider.com/news/stocks/aerospace-sector-in-malaysia-to-create-more-than-19-000-new-jobs-by-2037-1008246233

As Tesla, GM Rally On EV, Self-Driving Hopes These Stocks May Be Next. https://www.investors.com/news/tesla-gm-evs-stocks-texas-instruments-rio-tinto-autoliv-stmicro-lear/

Electric Car Sales Are Surging In China [Infographic]
https://www.forbes.com/sites/niallmccarthy/2018/06/01/electric-car-sales-are-surging-in-china-infographic/#58c24f5ed1f7

Six reasons why Electric Vehicles on roads will triple in next 2 years

https://www.financialexpress.com/auto/car-news/six-reasons-why-electric-vehicles-on-roads-will-triple-in-next-2-years/1188150/

Autonomous-Driving Chip Stocks That Look Ready to Rally
https://www.thestreet.com/investing/autonomous-driving-chipmakers-look-ready-to-rally-14605769

Cloud services need data centers.

AI, Big data, IoT, deep learning, machine learning, data centers, autonomous cars, electric cars, electrification of cars, cryptocurrencies, smart phones

Smart phones are just part of the use of semiconductor.

https://www.design-reuse.com/news/44211/april-2018-semiconductor-sales.html

銷售強勁美元走高　半導體領域前景唱好 | http://www.klsescreener.com/v2/news/view/389687

Price to Book (MRQ)

0.72 (Kobay)
https://www.reuters.com/finance/stocks/financial-highlights/KOBA.KL

http://markets.businessinsider.com/news/stocks/aerospace-sector-in-malaysia-to-create-more-than-19-000-new-jobs-by-2037-1008246233

https://klse.i3investor.com/blogs/icon8888/160409.jsp

HKD is pegged to USD. That means the currency will be stable. I don't expect HKD will weaken significantly in the future. What about ringgit? Ringgit is less stable...

It's not difficult to think on your own. You don't need any advisors for this.

You often hear bad news about smart phones, but it's part of the use of semiconductor. In a big picture, global semiconductor sales increased 20 percent year-to-year in April.

Buy semiconductor stocks. Demand for smart phones may not be outstanding,but it will get offset easily by demand for IoT, machine learning,artificial intelligence, data centers and electrification of cars.

Steel surges to three-month high | http://www.klsescreener.com/v2/news/view/390007

https://www.metalbulletin.com/Article/3812199/Carbon-steel/CHINA-REBAR-Domestic-prices-rise-further-on-billet-futures-strength.html