Forwarded from Rakuten Trade Ideas 🎯
Tactical Trading Ideas 🎯
SNS Network Technology Bhd (SNS, 0259)
💎 SNS secured an RM269.3 million server supply contract from a private company, set to be completed by April 18, 2025. The contract is expected to contribute positively to the Group’s earnings.
💎 SNS partnered with Nvidia to launch Malaysia’s first fully managed AI cloud service at Telekom Malaysia’s (TM, 4863) Cyberjaya data centre, powered by Nvidia Hopper GPUs (RM35,000 per unit) and Dell XE9680 servers (RM240,000 per unit).
💎 This first-mover advantage positions SNS to capitalise on AI data centre growth, offering 50% capacity for commercial use and 50% for AI training and hackathons.
SNS网络科技(SNS, 0259)
💎 SNS 从一家私人公司获得了价值2.693亿令吉的服务器供应合同，该合同预计将于2025年4月18日完成。预计该合同将为集团的盈利做出积极贡献。
💎 SNS还与英伟达合作，在马电讯(TM, 4863) 位于赛城的数据中心推出了大马首个完全托管的AI云服务，该服务由英伟达Hopper GPU（每台35,000令吉)和戴尔XE9680服务器（每台240,000令吉）提供支持。
💎 这一先发优势使SNS能够利用AI数据中心的增长，当中的50%运算能力将用于商务工作，其余50%则用于促进人工智能发展的各项活动。
Technical view:
Last traded price – RM0.405
Target: RM0.55
Cut loss: RM0.35
SNS Network Technology Bhd (SNS, 0259)
💎 SNS secured an RM269.3 million server supply contract from a private company, set to be completed by April 18, 2025. The contract is expected to contribute positively to the Group’s earnings.
💎 SNS partnered with Nvidia to launch Malaysia’s first fully managed AI cloud service at Telekom Malaysia’s (TM, 4863) Cyberjaya data centre, powered by Nvidia Hopper GPUs (RM35,000 per unit) and Dell XE9680 servers (RM240,000 per unit).
💎 This first-mover advantage positions SNS to capitalise on AI data centre growth, offering 50% capacity for commercial use and 50% for AI training and hackathons.
SNS网络科技(SNS, 0259)
💎 SNS 从一家私人公司获得了价值2.693亿令吉的服务器供应合同，该合同预计将于2025年4月18日完成。预计该合同将为集团的盈利做出积极贡献。
💎 SNS还与英伟达合作，在马电讯(TM, 4863) 位于赛城的数据中心推出了大马首个完全托管的AI云服务，该服务由英伟达Hopper GPU（每台35,000令吉)和戴尔XE9680服务器（每台240,000令吉）提供支持。
💎 这一先发优势使SNS能够利用AI数据中心的增长，当中的50%运算能力将用于商务工作，其余50%则用于促进人工智能发展的各项活动。
Technical view:
Last traded price – RM0.405
Target: RM0.55
Cut loss: RM0.35
Forwarded from Rakuten Trade Ideas 🎯
Tactical Trading Ideas 🎯
AirAsia X Bhd (AAX, 5238) & Capital A Bhd (CAPITALA, 5099)
💎 Saudi Arabia’s Public Investment Fund (PIF) is set to invest US$100 million (RM441.3 million) in Capital A, the largest contributor to the airline group’s RM1 billion fundraising. The company is also in discussions with potential investors from Singapore and Japan.
💎 Capital A has received approval from Bursa Malaysia for its PN17 regularisation plan.
💎 The plan includes a share capital reduction of up to RM6 billion to reduce the company's accumulated losses and business reorganisation.
💎 After restructuring, Capital A will transform from a pure low-cost airline into a diversified aviation and digital services ecosystem.
💎 Meanwhile, AirAsia will add 14 new aircraft in 2025 to meet rising ASEAN travel demand and strengthen its leadership as a low-cost carrier.
Technical view:
1️⃣ AAX:
Last traded price – RM1.62
Target: RM2.10
Cut loss: RM1.45
2️⃣ CAPITALA:
Last traded price – RM0.802
Target: RM1.02
Cut loss: RM0.70
AirAsia X Bhd (AAX, 5238) & Capital A Bhd (CAPITALA, 5099)
💎 Saudi Arabia’s Public Investment Fund (PIF) is set to invest US$100 million (RM441.3 million) in Capital A, the largest contributor to the airline group’s RM1 billion fundraising. The company is also in discussions with potential investors from Singapore and Japan.
💎 Capital A has received approval from Bursa Malaysia for its PN17 regularisation plan.
💎 The plan includes a share capital reduction of up to RM6 billion to reduce the company's accumulated losses and business reorganisation.
💎 After restructuring, Capital A will transform from a pure low-cost airline into a diversified aviation and digital services ecosystem.
💎 Meanwhile, AirAsia will add 14 new aircraft in 2025 to meet rising ASEAN travel demand and strengthen its leadership as a low-cost carrier.
Technical view:
1️⃣ AAX:
Last traded price – RM1.62
Target: RM2.10
Cut loss: RM1.45
2️⃣ CAPITALA:
Last traded price – RM0.802
Target: RM1.02
Cut loss: RM0.70
Forwarded from Trade With Maybank
CPO Futures Expected to Trade Higher
Crude Palm Oil Futures (FCPO) contracts on Bursa Malaysia Derivatives are expected to trade higher this week, ranging between MYR4,300 and MYR4,500 per tonne, according to Interband Group of Companies.
Market players will closely monitor developments today as the Malaysian Palm Oil Board is scheduled to release figures on palm oil exports and stock levels for Feb’25.
Last week, FCPO saw solid gains with the Spot, Mar’25 contract rising MYR141 to MYR4,870 per tonne while weekly trading volume increased to 471,778 lots from 348,129 lots the week prior.
Bullish investors seeking leveraged exposure over FCPO may consider Call Warrants such as FCPO-CW04 with an exercise price of MYR4,400.
#DailyHighlights
Crude Palm Oil Futures (FCPO) contracts on Bursa Malaysia Derivatives are expected to trade higher this week, ranging between MYR4,300 and MYR4,500 per tonne, according to Interband Group of Companies.
Market players will closely monitor developments today as the Malaysian Palm Oil Board is scheduled to release figures on palm oil exports and stock levels for Feb’25.
Last week, FCPO saw solid gains with the Spot, Mar’25 contract rising MYR141 to MYR4,870 per tonne while weekly trading volume increased to 471,778 lots from 348,129 lots the week prior.
Bullish investors seeking leveraged exposure over FCPO may consider Call Warrants such as FCPO-CW04 with an exercise price of MYR4,400.
#DailyHighlights
Forwarded from CGS International Securities Malaysia
*Corporate news*
*Bumi Armada Bhd* said its JV companies have secured two contracts worth a total of RM581.1m from India’s state-owned Oil and Natural Gas Corporation Ltd (ONGC). (The Edge Malaysia)
*Econpile Holdings Bhd* has clinched a RM27.2m contract for substructure works for the Setia Federal Hill project (Residential Tower 1) in Kuala Lumpur. (The Edge Malaysia)
ICT solutions provider *SNS Network Technology Bhd* said the group has secured a RM269.3m contract from an undisclosed local customer to supply a server system. (The Edge Malaysia)
*Swift Energy Technology Bhd* has secured two purchase orders worth a combined RM24.4m. In a filing with Bursa Malaysia on Friday, the company said the contracts were awarded by Offshore Oil Engineering Co Ltd (COOEC) and Siemens Energy Sdn Bhd for energy infrastructure projects in Nigeria and Malaysia respectively. (The Edge Malaysia)
*MN Holdings Bhd* has secured a RM58.2m contract from *Tenaga Nasional Bhd* for the construction of a new transmission main intake gas-insulated substation (GIS) in Chuping Valley Industrial Area, Perlis. (The Edge Malaysia)
*UEM Edgenta Bhd* has secured a three-year extension to its concession agreement with the government to provide hospital support services at contract hospitals in Perak, Penang, Kedah and Perlis. (The Edge Malaysia)
*SNS Network Technology Bhd* has partnered with Nvidia to launch Malaysia's first fully managed artificial intelligence (AI) cloud service at the Klang Valley data centre in Cyberjaya, operated by Telekom Malaysia Bhd. (The Edge Malaysia)
Precision component manufacturer *Northeast Group Bhd*, which debuted on the ACE Market last October, is acquiring two leasehold properties in Seberang Perai Tengah, Penang for RM16.4m, as part of its plan to accelerate production capacity expansion amid construction delays for its new factory. (The Edge Malaysia)
*WTK Holdings Bhd* has proposed for the sale of its entire equity interest in two loss-making units for a combined RM40.4m in cash, as part of the company’s strategy to focus on more commercially sustainable and profitable business segments. (The Edge Malaysia)
*Capital A Bhd* has received approval from Bursa Malaysia for its proposed regularisation plan, a crucial step towards lifting its Practice Note 17 (PN17) status. (The Edge Malaysia)
*Pertama Digital Bhd* on Friday said it has received a show-cause notice from Bursa Malaysia Securities over the company's failure to submit its regularisation plan by the approved deadline of 9 Feb. (The Edge Malaysia)
Johor-based bus company *HI Mobility Bhd* has launched its IPO that could raise up to RM115.9m from the Main Market of Bursa Malaysia. (The Edge Malaysia)
*10th Mar 2025*
Disclaimers: This distribution is by CGS International Securities Malaysia Sdn. Bhd. (“CGS MY”) in Malaysia only. The views are our own as of this date and subject to change. No further distribution is allowed without our prior written consent. CGS MY, its related corporations, affiliates and business partners make no recommendation, offer or invitation to transact in any securities, futures contracts or other instruments. Please make your independent evaluation, consider your own investment objectives and financial situation and consult your own professional advisers before participating in any transaction.
*Bumi Armada Bhd* said its JV companies have secured two contracts worth a total of RM581.1m from India’s state-owned Oil and Natural Gas Corporation Ltd (ONGC). (The Edge Malaysia)
*Econpile Holdings Bhd* has clinched a RM27.2m contract for substructure works for the Setia Federal Hill project (Residential Tower 1) in Kuala Lumpur. (The Edge Malaysia)
ICT solutions provider *SNS Network Technology Bhd* said the group has secured a RM269.3m contract from an undisclosed local customer to supply a server system. (The Edge Malaysia)
*Swift Energy Technology Bhd* has secured two purchase orders worth a combined RM24.4m. In a filing with Bursa Malaysia on Friday, the company said the contracts were awarded by Offshore Oil Engineering Co Ltd (COOEC) and Siemens Energy Sdn Bhd for energy infrastructure projects in Nigeria and Malaysia respectively. (The Edge Malaysia)
*MN Holdings Bhd* has secured a RM58.2m contract from *Tenaga Nasional Bhd* for the construction of a new transmission main intake gas-insulated substation (GIS) in Chuping Valley Industrial Area, Perlis. (The Edge Malaysia)
*UEM Edgenta Bhd* has secured a three-year extension to its concession agreement with the government to provide hospital support services at contract hospitals in Perak, Penang, Kedah and Perlis. (The Edge Malaysia)
*SNS Network Technology Bhd* has partnered with Nvidia to launch Malaysia's first fully managed artificial intelligence (AI) cloud service at the Klang Valley data centre in Cyberjaya, operated by Telekom Malaysia Bhd. (The Edge Malaysia)
Precision component manufacturer *Northeast Group Bhd*, which debuted on the ACE Market last October, is acquiring two leasehold properties in Seberang Perai Tengah, Penang for RM16.4m, as part of its plan to accelerate production capacity expansion amid construction delays for its new factory. (The Edge Malaysia)
*WTK Holdings Bhd* has proposed for the sale of its entire equity interest in two loss-making units for a combined RM40.4m in cash, as part of the company’s strategy to focus on more commercially sustainable and profitable business segments. (The Edge Malaysia)
*Capital A Bhd* has received approval from Bursa Malaysia for its proposed regularisation plan, a crucial step towards lifting its Practice Note 17 (PN17) status. (The Edge Malaysia)
*Pertama Digital Bhd* on Friday said it has received a show-cause notice from Bursa Malaysia Securities over the company's failure to submit its regularisation plan by the approved deadline of 9 Feb. (The Edge Malaysia)
Johor-based bus company *HI Mobility Bhd* has launched its IPO that could raise up to RM115.9m from the Main Market of Bursa Malaysia. (The Edge Malaysia)
*10th Mar 2025*
Disclaimers: This distribution is by CGS International Securities Malaysia Sdn. Bhd. (“CGS MY”) in Malaysia only. The views are our own as of this date and subject to change. No further distribution is allowed without our prior written consent. CGS MY, its related corporations, affiliates and business partners make no recommendation, offer or invitation to transact in any securities, futures contracts or other instruments. Please make your independent evaluation, consider your own investment objectives and financial situation and consult your own professional advisers before participating in any transaction.
Forwarded from Trade With Maybank
Bursa Malaysia Midday Recap: Risk-Off Continues
The FBM KLCI printed another red day as the US reported a softer-than-expected unemployment rate last Friday. Broad market sentiment remained in bear territory too, risk-off sectors remained mostly flat while plantations outperformed as select heavy weights rebound. Within financials, CIMB seems to be attempting a rebound with strong volume after last week’s sell-off. Given the weak US unemployment data, investors will be eying out for Wed’s US CPI (8.30pm) and Thur’s US PPI (8.30pm) prints for clues on potential rate cuts.
With global risks lingering, investors looking for a defensive stock to weather the current volatility may want to consider RHBBANK (Target Price: MYR 7.70; FY25E Dividend Yield: 6.3%). For more details on the company, scroll up for the company’s latest earnings or check out our latest reports on your Maybank Trade MY App.
Trade Your Way Forward. Simple, Smart and Seamlessly
#Middayrecap
The FBM KLCI printed another red day as the US reported a softer-than-expected unemployment rate last Friday. Broad market sentiment remained in bear territory too, risk-off sectors remained mostly flat while plantations outperformed as select heavy weights rebound. Within financials, CIMB seems to be attempting a rebound with strong volume after last week’s sell-off. Given the weak US unemployment data, investors will be eying out for Wed’s US CPI (8.30pm) and Thur’s US PPI (8.30pm) prints for clues on potential rate cuts.
With global risks lingering, investors looking for a defensive stock to weather the current volatility may want to consider RHBBANK (Target Price: MYR 7.70; FY25E Dividend Yield: 6.3%). For more details on the company, scroll up for the company’s latest earnings or check out our latest reports on your Maybank Trade MY App.
Trade Your Way Forward. Simple, Smart and Seamlessly
#Middayrecap
Forwarded from Macquarie Warrants Malaysia
🌐 What macro data could move US and China this week?
• Tuesday night: US job openings for January. In December, job openings fell more than anticipated, reaching 7.6 million, down from November's upwardly revised figure of 8.2 million, and the upcoming release will offer further insight into whether the downtrend that began in March 2022 has continued.
• Wednesday night: US CPI for February will be released, where consensus predicts that the headline inflation will remain steady at +3.0% year on year, while core inflation is expected to decelerate slightly to +3.2% year on year, down from the previous +3.3% year on year.
• Thursday night: US PPI for February is expected to increase by +0.2% month on month.
• Exact day unknown: China's credit data for February is expected to reach RMB2.7 trillion, compared to RMB1.5 trillion a year ago. New RMB loans are expected to reach RMB1.2 trillion, compared to RMB1.5 trillion a year ago.
As a result, credit growth could rebound to 8.3% year on year in February from 8.0% year on year in January. The biggest tailwind comes from front-loaded government bond issuance, which should reach around RMB1.7 trillion in February (vs. RMB600 billion a year ago).
On the other hand, new RMB loans should be dragged down by slowing new home sales and local debt swaps, as local governments use bond proceeds to repay existing loans.
• Investors keen to trade any potential impact the macro data may have on the broad indices can do so via Macquarie's focus U.S. index and Hang Seng Index warrants for their ability to magnify the moves in the underlying index futures while requiring a lower capital outlay.
• As an example, HSI call warrant HSI-CWA5 has spiked 73.2% week-on-week to RM0.485, over 13 times more than the HSI index futures' 5.5% rally to 24,238 (as of last Friday’s close). HSI put warrant HSI-PWD5 on the other hand, is down 47.6% to RM0.110 over the same period.
• View the live matrix for the U.S. index and HSI focus warrants here.
• Tuesday night: US job openings for January. In December, job openings fell more than anticipated, reaching 7.6 million, down from November's upwardly revised figure of 8.2 million, and the upcoming release will offer further insight into whether the downtrend that began in March 2022 has continued.
• Wednesday night: US CPI for February will be released, where consensus predicts that the headline inflation will remain steady at +3.0% year on year, while core inflation is expected to decelerate slightly to +3.2% year on year, down from the previous +3.3% year on year.
• Thursday night: US PPI for February is expected to increase by +0.2% month on month.
• Exact day unknown: China's credit data for February is expected to reach RMB2.7 trillion, compared to RMB1.5 trillion a year ago. New RMB loans are expected to reach RMB1.2 trillion, compared to RMB1.5 trillion a year ago.
As a result, credit growth could rebound to 8.3% year on year in February from 8.0% year on year in January. The biggest tailwind comes from front-loaded government bond issuance, which should reach around RMB1.7 trillion in February (vs. RMB600 billion a year ago).
On the other hand, new RMB loans should be dragged down by slowing new home sales and local debt swaps, as local governments use bond proceeds to repay existing loans.
• Investors keen to trade any potential impact the macro data may have on the broad indices can do so via Macquarie's focus U.S. index and Hang Seng Index warrants for their ability to magnify the moves in the underlying index futures while requiring a lower capital outlay.
• As an example, HSI call warrant HSI-CWA5 has spiked 73.2% week-on-week to RM0.485, over 13 times more than the HSI index futures' 5.5% rally to 24,238 (as of last Friday’s close). HSI put warrant HSI-PWD5 on the other hand, is down 47.6% to RM0.110 over the same period.
• View the live matrix for the U.S. index and HSI focus warrants here.
Forwarded from Nota Saham IPO
📌 NEW | Prospectus Exposure
Company Name
Express Powerr Solutions (M) Berhad ("Express Powerr")
🔗 Prospectus ( view )
@NotaSahamIPO
Company Name
Express Powerr Solutions (M) Berhad ("Express Powerr")
🔗 Prospectus ( view )
@NotaSahamIPO
Forwarded from Nota Saham IPO
TAWARAN IPO BARU DI MITI
@ saham khas kouta bumiputera
-------------------------------
ASM AUTOMATION GROUP BERHAD
-------------------------------
Penyenaraian
Pasaran ACE
Perniagaan
ASM Automation Group Berhad terlibat dalam penyediaan penyelesaian mesin automasi dan penyelesaian pelengkap dalam industri pembuatan makanan dan minuman.
Harga Tawaran
RM 0.17 seunit
Permohonan Online
https://sahamonline.miti.gov.my
Tarikh Buka Permohonan
10 Mac 2025
Tarikh Tutup Permohonan
14 Mac 2025
Bank Penasihat
M&A Securities Sdn Bhd
Jenis Saham
Tiada maklumat
🔗 Pendedahan prospektus ( lihat )
@NotaSahamIPO
@ saham khas kouta bumiputera
-------------------------------
ASM AUTOMATION GROUP BERHAD
-------------------------------
Penyenaraian
Pasaran ACE
Perniagaan
ASM Automation Group Berhad terlibat dalam penyediaan penyelesaian mesin automasi dan penyelesaian pelengkap dalam industri pembuatan makanan dan minuman.
Harga Tawaran
RM 0.17 seunit
Permohonan Online
https://sahamonline.miti.gov.my
Tarikh Buka Permohonan
10 Mac 2025
Tarikh Tutup Permohonan
14 Mac 2025
Bank Penasihat
M&A Securities Sdn Bhd
Jenis Saham
Tiada maklumat
🔗 Pendedahan prospektus ( lihat )
@NotaSahamIPO
Forwarded from Nota Saham IPO
MIH is pleased to announced that the public issue of IPO Lim Seong Hai Capital Berhad have been oversubscribed by 11.88 times
@NotaSahamIPO
@NotaSahamIPO
Forwarded from M+ On-The-Go
M+ Morning Market Buzz - 11Mar25
Dow Jones: 41,911.71 pts (-890.01pts, -2.08%)
⬆️ Resistance: 44000
⬇️ Support: 40800
FBM KLCI: 1,536.46 pts (-10.81pts, -0.70%)
⬆️ Resistance: 1610
⬇️ Support: 1510
HSI Index: 23,783.49 pts (-447.81pts, -1.85%)
⬆️ Resistance: 25200
⬇️ Support: 22100
Crude Palm Oil: RM4,499 (-RM11, -0.24%)
⬆️ Resistance: 4760
⬇️ Support: 4250
Brent Oil: $69.28 (-$1.08, -1.53%)
⬆️ Resistance: 72.90
⬇️ Support: 67.00
Gold: $2,888.71 (-$0.89, -0.03%)
⬆️ Resistance: 2990
⬇️ Support: 2830
Source: Bloomberg, M+
Dow Jones: 41,911.71 pts (-890.01pts, -2.08%)
⬆️ Resistance: 44000
⬇️ Support: 40800
FBM KLCI: 1,536.46 pts (-10.81pts, -0.70%)
⬆️ Resistance: 1610
⬇️ Support: 1510
HSI Index: 23,783.49 pts (-447.81pts, -1.85%)
⬆️ Resistance: 25200
⬇️ Support: 22100
Crude Palm Oil: RM4,499 (-RM11, -0.24%)
⬆️ Resistance: 4760
⬇️ Support: 4250
Brent Oil: $69.28 (-$1.08, -1.53%)
⬆️ Resistance: 72.90
⬇️ Support: 67.00
Gold: $2,888.71 (-$0.89, -0.03%)
⬆️ Resistance: 2990
⬇️ Support: 2830
Source: Bloomberg, M+
Forwarded from M+ On-The-Go
M+ Market Update – 11Mar25
Selling Pressure May Spillover To The Local Fron
The local bourse began the week underwater, as sentiment was dampened by losses in Utilities and Telco & Media heavyweights. Similarly, Wall Street traded negatively as risk-off sentiment persisted. We opine that the new US trade policies could lead to increased retaliation from its trade partners, potentially slowing the global economy. This week, traders will closely monitor (i) US Inflation Data, (ii) U.S. Producer Price Index, and (iii) US Unemployment Claims to gauge the outlook for monetary policy and overall economic sentiment. On the commodities market, both Brent crude oil and Gold traded below USD69 per barrel and USD2,890 per ounce, respectively. Similarly, CPO prices hovered around RM4,488.
Sector Focus: In view of weaker sentiment abroad, selling pressure may persist on the local front. However, we expect traders to turn towards sector that are relatively stable and defensive at this juncture as a more conservative approach. We still favour the Banking sector, and we expect bargain hunting to emerge, given the sector is supported by stable loan growth and appealing dividends, while REITs could gain traction amid recovering footfall. Besides, we remain positive on ITMAX, as we see its venture into Penang driving stronger earnings growth moving forward.
Stocks to watch:
Technology: *ITMAX*, *MCLEAN*
Renewable Energy: PEKAT
Logistics: WPRTS
Financial: *OSK*
Telco: *TM*
Construction: *SUNCON*
Utility: YTL
REITs: IGBREIT
Source: M+
Selling Pressure May Spillover To The Local Fron
The local bourse began the week underwater, as sentiment was dampened by losses in Utilities and Telco & Media heavyweights. Similarly, Wall Street traded negatively as risk-off sentiment persisted. We opine that the new US trade policies could lead to increased retaliation from its trade partners, potentially slowing the global economy. This week, traders will closely monitor (i) US Inflation Data, (ii) U.S. Producer Price Index, and (iii) US Unemployment Claims to gauge the outlook for monetary policy and overall economic sentiment. On the commodities market, both Brent crude oil and Gold traded below USD69 per barrel and USD2,890 per ounce, respectively. Similarly, CPO prices hovered around RM4,488.
Sector Focus: In view of weaker sentiment abroad, selling pressure may persist on the local front. However, we expect traders to turn towards sector that are relatively stable and defensive at this juncture as a more conservative approach. We still favour the Banking sector, and we expect bargain hunting to emerge, given the sector is supported by stable loan growth and appealing dividends, while REITs could gain traction amid recovering footfall. Besides, we remain positive on ITMAX, as we see its venture into Penang driving stronger earnings growth moving forward.
Stocks to watch:
Technology: *ITMAX*, *MCLEAN*
Renewable Energy: PEKAT
Logistics: WPRTS
Financial: *OSK*
Telco: *TM*
Construction: *SUNCON*
Utility: YTL
REITs: IGBREIT
Source: M+