Individual investor sharing daily FX and Asian equity insights, including Malaysia stocks and macro commentary.
Minggu ini investors will be swamped with Q4 2025 earnings syarikat Bursa. Sehingga ini hanya 8 syarikat besar (>RM10b mkt cap) yg umum, due to CNY. •CDB - Below Estimate. Stock Down •Maxis - Above. Up •99 SM - Within. Down •Westports - Above. Up •KLCC - Within. Flat •IGB REIT - Within. Up •F&N - Below. Down •Dialog - Above. Up Other notables (>RM3b): •Eco •Bursa •MPI •J Plant Results khususnya Bank + large caps IHH, PMetal, TNB, SDG, TM, Sunway etc penting utk sustain sentimen.

Trump Tariffs (most of them, not all) struck down by SCOTUS. Immediate reaction on stocks: •US higher (Mag7 up led by GOOGL +4%). •Europe higher: London, Paris, Amsterdam at ATH. •Asia likely positive, but on the contrary the front loadings...

Best performing stock markets in the world (local currency) year-to-date. 1. S Korea +34.7% 2. Turkey +24.1% 3. Thailand +18.6% In Asia only Indonesia, India negative. Malaysia is up only 4.3%.

Asia stocks headed for long CNY break. •Those that traded today did reasonably well, incl HK which opened half day. •Volume, not surprisingly, is light. •Most mkts will close for 2 days, China whole week. HK reopens Friday. •Japan, India...

Tech, AI-related selling in US having early impact on Japan -1.6% and S Korea -0.7% stock markets. Both coming off record highs. Spore was also at record high yesterday. Some negative headlines.

Public Bank at record high close RM5.08. The bank is celebrating 60 yrs in 2026. Founded in 1966 by TS Teh Hong Piow. Largest Shareholders: 1. Consolidated Teh Holdings: 21.6% 2. EPF: 18.25% 3. KWAP: 5.02% Public is most efficient from cost & ROE...