Posted by calvintaneng > 3 hours ago | Report Abuse

The Macro Picture

1) In Peninsular Diesel price up 52%
All Construction
Construction Material
Real Estate
Retail Consumer Discretionary
Retail Consumer Staples
Industrial goods
Logistic
Air & Rail & Ships which use diesel

Will also see Cost rise by 5% to 30%

Cascading down to all

As Such Stocks of Companies listed in Peninsular will See high cost which eat into overall profits

2) Trump in Power will tax all Nations Exports to USA by 10% & For China tax is 60%

As such many will be impacted as tax will impact both sales and profits

Again SOP being Palm oil will be impacted least as its Exports are to India, China, EU, Middle East (Very little to USA)

That is why we hide in the Safety of Palm Oil Stocks - Esp those which are in Sarawak/Sabah