What to look out for in the recently published Petronas Activity Outlook
The oil & gas sector has been rather challenging as there were many uncertainties. However, there are silver linings where investors can make intelligent bets
https://xifu.my/OpinionsComment.aspx?BID=B01051211P0ACAEA
The oil & gas sector has been rather challenging as there were many uncertainties. However, there are silver linings where investors can make intelligent bets
https://xifu.my/OpinionsComment.aspx?BID=B01051211P0ACAEA
xifu.my
What to look out for in the recently published Petronas Activity Oultlook
The Petronas Activity Outlook (PAO) 2025-27, which was published unusually late this year, offered interesting new insights this time.In the report, there is an activity outlook across three regions and clearer plant turnaround distinction between upstream…
Forwarded from Macquarie Warrants Malaysia
💥 Asian markets ding-dong on Trump's on-off tariff stance
• Asian markets are swinging between yesterday's negative zone and this morning's recovery after headlines emerged on Trump's one-month delay on tariffs on Mexico and Canada, and intention to hold further talks with China
• The reversal in sentiment came following Trump's conversation with Mexican President Claudia Sheinbaum, three days after signing an executive order to impose additional tariffs on Mexico and Canada
• The delay with Mexico and Canada bolsters the view that Trump sees tariffs as a negotiating ploy — but is still reluctant to inflict economic pain on Americans. His move to invoke an emergency and impose tariffs on the two nations and China is the most extensive act of protectionism taken by a US president in almost a century.
• Asian indices are currently reversing all of yesterday's losses. The Nikkei225 March futures is up 1.4% to 39,135 as of 10:04am, while the HSI futures is up 2.6% to 20,858 and the Hang Seng TECH Index (HSTECH) futures is up 4.3% to 4,963 as of 10:19am.
• Focus calls HSI-CWA5 and HSI-CWA6 have each surged about 40%, while NIKKEI-CK and HSTECH-C18 have gained 13.5% and 50%, respectively. Meanwhile the focus HSI and HSTECH puts are down 30-50%, while NIKKEI-HI has fallen 12.3%.
• Investors keen to ride on the Asian indices' volatility today may wish to do so via the focus HSI, HSTECH and NIKKEI warrants. View their live matrix here.
• Asian markets are swinging between yesterday's negative zone and this morning's recovery after headlines emerged on Trump's one-month delay on tariffs on Mexico and Canada, and intention to hold further talks with China
• The reversal in sentiment came following Trump's conversation with Mexican President Claudia Sheinbaum, three days after signing an executive order to impose additional tariffs on Mexico and Canada
• The delay with Mexico and Canada bolsters the view that Trump sees tariffs as a negotiating ploy — but is still reluctant to inflict economic pain on Americans. His move to invoke an emergency and impose tariffs on the two nations and China is the most extensive act of protectionism taken by a US president in almost a century.
• Asian indices are currently reversing all of yesterday's losses. The Nikkei225 March futures is up 1.4% to 39,135 as of 10:04am, while the HSI futures is up 2.6% to 20,858 and the Hang Seng TECH Index (HSTECH) futures is up 4.3% to 4,963 as of 10:19am.
• Focus calls HSI-CWA5 and HSI-CWA6 have each surged about 40%, while NIKKEI-CK and HSTECH-C18 have gained 13.5% and 50%, respectively. Meanwhile the focus HSI and HSTECH puts are down 30-50%, while NIKKEI-HI has fallen 12.3%.
• Investors keen to ride on the Asian indices' volatility today may wish to do so via the focus HSI, HSTECH and NIKKEI warrants. View their live matrix here.
Forwarded from Trade With Maybank
Bursa Malaysia Midday Recap: FBM KLCI Gains as US Delays Tariff Hikes
The US decision to postpone import tariff hikes on Mexico and Canada boosted market sentiment, leading the FBM KLCI to open on a positive note. Market sentiment improved with most sectors trading in the green, except for healthcare and industrials. The construction sector outperformed and continues to see a rebound, while the energy sector traded sideways before ending higher. Meanwhile, gold-related stocks surged near all-time highs, driven by safe-haven demand amid ongoing US tariff concerns.
In today’s report, our analysts have upgraded SUNREIT (Target Price: MYR 2.13) to a BUY rating. Investors looking to gain exposure in this sector may consider SUNREIT as an opportunity. For more details, explore the full report on the Maybank Trade MY app today.
Trade Your Way Forward. Simple, Smart, and Seamlessly
#Middayrecap
The US decision to postpone import tariff hikes on Mexico and Canada boosted market sentiment, leading the FBM KLCI to open on a positive note. Market sentiment improved with most sectors trading in the green, except for healthcare and industrials. The construction sector outperformed and continues to see a rebound, while the energy sector traded sideways before ending higher. Meanwhile, gold-related stocks surged near all-time highs, driven by safe-haven demand amid ongoing US tariff concerns.
In today’s report, our analysts have upgraded SUNREIT (Target Price: MYR 2.13) to a BUY rating. Investors looking to gain exposure in this sector may consider SUNREIT as an opportunity. For more details, explore the full report on the Maybank Trade MY app today.
Trade Your Way Forward. Simple, Smart, and Seamlessly
#Middayrecap
Salcon partners TNB for Perak solar project | https://www.klsescreener.com/v2/news/view/1467111
KLSE Screener
Salcon partners TNB for Perak solar project
KUALA LUMPUR: Salcon Bhd’s indirect unit, Mentari Kamuning Sdn Bhd (MKSB), has signed a new enhanced dispatch agreement or Neda connection agreement with Tenaga Nasional Bhd (TNB).
https://www.nst.com.my/news/nation/2025/02/1170207/malaysia-wont-rush-response-us-tariffs-says-anwar
NST Online
[UPDATED] Malaysia won't rush response to US tariffs, says Anwar [WATCH] | New Straits Times
KUALA LUMPUR: Malaysia must not rush its response to US tariffs under President Donald Trump’s administration due to constant uncertainties in their decision-making, says Datuk Seri Anwar Ibrahim.
Forwarded from M+ On-The-Go
M+ Market Wrap - 4Feb25
FBM KLCI: 1,564.56 pts (+10.93pts, +0.70%)
Following President Trump’s tariff delay on Canada and Mexico, the FBMKLCI (+0.70%) rebounded well with the news and closed higher at 1,564.56 pts, led by banking heavyweights including CIMB (+19.0 sen) and PBBANK (+8.0 sen). The market breadth was also positive, with 544 gainers against 415 losers. In the broader market, 11 out of 13 sectors closed on a positive note, with the Telecommunications & Media (+1.06%) sector emerging as the best performer. Meanwhile, the Healthcare (-0.48%) sector declined the most, as investors could be taking a breather awaiting President Trump's reaction after China retaliated with several tariffs on US imports.
Top 3 Active stocks:
HM (0060): RM0.195 (+1.0 sen)
KOPI (0338): RM0.900 (+4.5 sen)
VELESTO (5243): RM0.180 (-1.0 sen)
Volume: 2.23 bn (100-bar avg vol: 2.95 bn)
Value: RM2.06 bn (100-bar avg val: RM2.70 bn)
Market Breadth: ⬆️544 ⬇️415
Crude palm oil: RM4,293 (-RM74)
Dow Futures: 44,405 pts (-160 pts)
**Source: Bloomberg, M+**
FBM KLCI: 1,564.56 pts (+10.93pts, +0.70%)
Following President Trump’s tariff delay on Canada and Mexico, the FBMKLCI (+0.70%) rebounded well with the news and closed higher at 1,564.56 pts, led by banking heavyweights including CIMB (+19.0 sen) and PBBANK (+8.0 sen). The market breadth was also positive, with 544 gainers against 415 losers. In the broader market, 11 out of 13 sectors closed on a positive note, with the Telecommunications & Media (+1.06%) sector emerging as the best performer. Meanwhile, the Healthcare (-0.48%) sector declined the most, as investors could be taking a breather awaiting President Trump's reaction after China retaliated with several tariffs on US imports.
Top 3 Active stocks:
HM (0060): RM0.195 (+1.0 sen)
KOPI (0338): RM0.900 (+4.5 sen)
VELESTO (5243): RM0.180 (-1.0 sen)
Volume: 2.23 bn (100-bar avg vol: 2.95 bn)
Value: RM2.06 bn (100-bar avg val: RM2.70 bn)
Market Breadth: ⬆️544 ⬇️415
Crude palm oil: RM4,293 (-RM74)
Dow Futures: 44,405 pts (-160 pts)
**Source: Bloomberg, M+**
Forwarded from MWM Technical View Channel
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Topic: INVESTOR WAJIB TAHU PASAL FAUNDAMENTAL ANALYSIS
Time: Feb 4, 2025 20:30 Singapore
Join Zoom Meeting
https://us02web.zoom.us/j/85923217594?pwd=9zxY0FMcWrBaJbMNztakEGf7aqdECj.1
Meeting ID: 859 2321 7594
Passcode: 486486
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Masuk percuma! Tempat terhad untuk 20 orang sahaja ya.
.
Alamat Pejabat:
Mplus Wangsa Maju ( MWM )
No 76-1 Jalan Wangsa Delima 6,
Pusat Bandar Wangsa Maju (KLSC)
Setapak 53300 Kuala Lumpur
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Google map https://goo.gl/maps/57uJhiCqREDi66Q37
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