ViVa FoReVeR

vivaforever | Joined since 2020-03-01

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

22

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
22
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2020-03-23 12:19 | Report Abuse

viva forever, i will be waiting.......................

Stock

2020-03-20 13:23 | Report Abuse

viva forever, i will be waiting.............. everlasting ................ for the one

Stock
Stock

2020-03-19 13:16 | Report Abuse

vivaforever i will be waiting

Stock

2020-03-19 13:13 | Report Abuse

it's proven again. no one can predict the market. allowance for error exceeded.

Stock

2020-03-18 12:54 | Report Abuse

Malaysia records first two Covid-19 deaths; cases soar to 673

Stock

2020-03-18 12:53 | Report Abuse

thanks to china and xi jin ping, give false news about china recovery! without travel ban to or from china! this disaster will be everywhere!

Stock

2020-03-18 12:52 | Report Abuse

Malaysia records first two Covid-19 deaths; cases soar to 673

Stock

2020-03-13 11:19 | Report Abuse

vivaforever i will be waiting

Stock

2020-03-13 11:19 | Report Abuse

vivaforever i will be waiting

Stock

2020-03-10 21:05 | Report Abuse

viva forever, i'll be waiting......................

Stock

2020-03-09 17:08 | Report Abuse

viva forever, i will be waiting.......

Stock
Stock

2020-03-03 18:09 | Report Abuse

calm down Zachmars, Arb now in the strong support zone n shd have good support from value funds, just take a break for now, let the storm pass, Arb will come back strong once political crisis is resolve, Good luck happy investors...

Stock

2020-03-03 18:07 | Report Abuse

wait for next week, price go stable then add more

Stock

2020-03-03 09:40 | Report Abuse

Retail Strategy - Budget 2020 stimuli to drive 4Q interest

Budget 2020 as main trading catalysts for 4Q. On the back of improving optimism on trade war (amid the phase-1 deal between US and China), coupled with less austerity sounding Budget 2020 which market participants felt the change of tone vs. Budget 2019, we opine traders to lookout for sectors such as:- (i) Technology (automation, E&E and customized packaged investment incentives as well as weak ringgit ranging ~RM4.18/USD) (ii) Renewable energy (green investments tax allowance) (iii) Telecommunication (ongoing National Fiberisation and Connectivity Plan (NFCP initiatives) (iv) Construction (increased development expenditure by 2.4% YoY) (v) Tourism (to boost tourist arrivals to 30 million)

Time to scoop up some equities. In 4Q, we opine the slightly positive sounding Budget 2020 as well as window dressing in December (average 10-year December return: 1.98%) would be able to lift the broader market sentiment (although some earnings disappointment may surface in November). In addition, the earlier mentioned catalysts would bode well for stocks selections in 4Q.

Technology: We believe the broad technology sector will be benefiting under the Ir4.0 ,E&E, automation incentives,and iot, which could result in higher demand for ir4.0 industry moving forward; under this section we strongly recommend ARBB, ISTONE and KESM.

Power-related: With the increasing demand for rural electrification in Malaysia, PESTECH would be the favoured pick amid its power transmission infrastructure expertise. Meanwhile, for renewable energy stimulus, we like CYPARK.

Construction: Given the increase in development expenditure and potentially improving construction sector, we see precast goverment project and concrete manufacturers such as AGESON, OKA and KIMLUN to benefit from the initial stage of construction jobs.

Tourism: Under the Budget 2020, RM1.1bn was allocated for VMY2020, which the government intends to achieve 30m tourist arrivals. In this space, we like TUNEPRO for the Travel Insurance Play, Which Is a Proxy Towards Tourism Industry.

Stock
Stock

2020-03-01 14:07 | Report Abuse

cheap price, buy more.