Kenanga? My favourite investment bank.

Can you do it, Calvin? I want the best research and only one company. Not a bunch of similar plantation companies. Give me ONE.

Ok stop giving me bullshit. Tell me the best plantation stock. Just give me ONE. The one company that you or your fund has the most weightage in. And next week I will put 10 million

Only World Group Holding Berhad Maintain Overweight with a short term price target of RM0.85

The renewed optimism in the tourism sector has yet to be fully priced in. Despite the uncertainty of a second booster dose, we see a short term trading opportunity ahead of the full economic reopening for small cap entertainment/leisure stocks. This includes Only World and Genting Malaysia Berhad for large cap.

Tri-mode System (M) Berhad to report Q3 earnings as early as next week.

@tonylim based on EPS estimates and market cap growth plus some DCF models. Also my own personal model. I think institutions are underestimating the growth potential of KH Industries because they are only watching the debt to equity ratio. Personally I think the debt is negligible. but we will see in the next earnings report

It is over. Sell it all

Sell-off before earnings.

Aluminium(London) -3.33%

A must-have in a long term portfolio

Ringgit swaps pricing in ~20bps rate hikes

Pricing in Q1 - Q2 2022. Mid term hold

Buy the dip

Mr DIY Group (M) Berhad Upgraded to Overweight

Earnings beat our EPS estimates. We are incredibly optimistic about more Mr DIY stores opening nationwide. We also consider Mr DIY as the leader of recovery in the local consumer discretionary sector.

Our short term price target is RM3.50 and long term price target of RM5.00

Mr. Powell has clearly telegraphed that officials at their two-day meeting ending Wednesday will sign off on plans to steadily reduce their $120-billion-a-month bond-buying stimulus this month, with an eye toward phasing the purchases out by next June. With that settled, investors have turned their attention to when the central bank might raise interest rates from near zero.

Economists at Goldman Sachs last week changed their rate-path forecast to show the Fed raising rates from near zero next July, roughly a year earlier than their previous forecast. They expect the Fed will raise rates sooner because the current interval of higher prices will persist into the middle of next year, even though they still expect inflation to fall to 2% by early 2023.

WSJ | Economy

Mr. Powell has clearly telegraphed that officials at their two-day meeting ending Wednesday will sign off on plans to steadily reduce their $120-billion-a-month bond-buying stimulus this month, with an eye toward phasing the purchases out by next June. With that settled, investors have turned their attention to when the central bank might raise interest rates from near zero.

Economists at Goldman Sachs last week changed their rate-path forecast to show the Fed raising rates from near zero next July, roughly a year earlier than their previous forecast. They expect the Fed will raise rates sooner because the current interval of higher prices will persist into the middle of next year, even though they still expect inflation to fall to 2% by early 2023.

WSJ | Economy

Mr. Powell has clearly telegraphed that officials at their two-day meeting ending Wednesday will sign off on plans to steadily reduce their $120-billion-a-month bond-buying stimulus this month, with an eye toward phasing the purchases out by next June. With that settled, investors have turned their attention to when the central bank might raise interest rates from near zero.

Economists at Goldman Sachs last week changed their rate-path forecast to show the Fed raising rates from near zero next July, roughly a year earlier than their previous forecast. They expect the Fed will raise rates sooner because the current interval of higher prices will persist into the middle of next year, even though they still expect inflation to fall to 2% by early 2023.

WSJ | Economy

Some investors and former Fed staffers aren’t so sure. Krishna Guha, vice chairman of Evercore ISI who was an adviser to William Dudley when he was head the New York Fed, says the rates market is getting it wrong on both sides - especially with U.S. stocks near their all-time highs. Stephen Jen, the chief executive officer of Eurizon SLJ Capital, goes even further, saying the market’s very low pricing of the peak policy rate is “ridiculous.”

While the rate markets backdrop seems to show “fear that central banks have boxed themselves into a corner and will be forced into hawkish policy mistakes that end up generating a weak economy, that is hard to square with strength in equities and credit,” Guha wrote in note with his colleague Peter Williams on Nov. 1.

Bloomberg | Markets

Some investors and former Fed staffers aren’t so sure. Krishna Guha, vice chairman of Evercore ISI who was an adviser to William Dudley when he was head the New York Fed, says the rates market is getting it wrong on both sides - especially with U.S. stocks near their all-time highs. Stephen Jen, the chief executive officer of Eurizon SLJ Capital, goes even further, saying the market’s very low pricing of the peak policy rate is “ridiculous.”

While the rate markets backdrop seems to show “fear that central banks have boxed themselves into a corner and will be forced into hawkish policy mistakes that end up generating a weak economy, that is hard to square with strength in equities and credit,” Guha wrote in note with his colleague Peter Williams on Nov. 1.

Bloomberg | Markets

Anyways 1.5 Million insider purchase is kinda suspicious huh?

Haha ikr

This guy @imvu really wants everyone to know that he owns Hongseng. Bruh just shut up, make money and move on.

"Gap up, limit up??"

Shut up

Reported your comment.

Shut up @imvu you are annoying

Genetech Maintain Underweight

With a short term downside risk of >10%.

Greatech Technology Berhad Maintain Neutral

With a Long term price target of RM7.5 and a Short term downside risk of -5% to -8%

Greatech Q3 earnings disappoints. Lower than EPS estimates. However, the prospect of further expansion remains bright and thus we expect minimal selloff for Greatech.

The Bank of Canada surprised markets last week when it ended its government-bond-purchase program and moved up the time frame for when it might first raise its benchmark interest rate from its current near-zero level.

Meanwhile, the Reserve Bank of Australia, which has a policy meeting on Tuesday, stunned investors when it declined last week to defend the 0.1% interest-rate target it had set on bond yields that mature in April 2024. Bond investors sold off government debt following the release of a stronger-than-anticipated inflation report.

The RBA’s move fueled expectations that it will scrap the program, known as “yield curve control,” at this week’s meeting. “If so, this is a startling about-face,” said Ben Jarman, an economist at JPMorgan Chase & Co.

WSJ | Economy

The Bank of Canada surprised markets last week when it ended its government-bond-purchase program and moved up the time frame for when it might first raise its benchmark interest rate from its current near-zero level.

Meanwhile, the Reserve Bank of Australia, which has a policy meeting on Tuesday, stunned investors when it declined last week to defend the 0.1% interest-rate target it had set on bond yields that mature in April 2024. Bond investors sold off government debt following the release of a stronger-than-anticipated inflation report.

The RBA’s move fueled expectations that it will scrap the program, known as “yield curve control,” at this week’s meeting. “If so, this is a startling about-face,” said Ben Jarman, an economist at JPMorgan Chase & Co.

WSJ | Economy

The Bank of Canada surprised markets last week when it ended its government-bond-purchase program and moved up the time frame for when it might first raise its benchmark interest rate from its current near-zero level.

Meanwhile, the Reserve Bank of Australia, which has a policy meeting on Tuesday, stunned investors when it declined last week to defend the 0.1% interest-rate target it had set on bond yields that mature in April 2024. Bond investors sold off government debt following the release of a stronger-than-anticipated inflation report.

The RBA’s move fueled expectations that it will scrap the program, known as “yield curve control,” at this week’s meeting. “If so, this is a startling about-face,” said Ben Jarman, an economist at JPMorgan Chase & Co.

WSJ | Economy

Pineapple Resource Berhad upgraded to Trading Buy

But I will be buyer below RM0.65

No price target call yet because it would be illegal at this point.

Buy

High sustained inflation. Interest rate hike expected as early as June 2022

Buy again. Load up more.

High sustained inflation play. Interest rate hike as early as June 2022

Stocks to watch next month

Buy the dip

Stocks to watch this week

Stocks to watch in Q1 2022

Latitude Tree to release earnings report late November. Conservative EPS estimate: Low 5.6 High 7.8

Our EPS estimate is 0.56

Low EPS estimates for Optimax. Poor earnings guidance. Implied move for Optimax is +/- 5%

Stocks to watch in November

Traders increase bets on rate hikes as early as June 2022

It's over. Someone else just shorted a large chunk of shares and cannot support the buying pressure anymore. I can't do anything about it

MPI Maintain Neutral

With a long term price target of RM62.00 according to our models despite a short-term possible downside risk of -5% to -8%

1 billion company disguised as a micro-cap. This is ridiculous

Funds are buying into Khind. But of course you won't see the trade details yet. Wait until the next annual report and it would be too late to purchase Khind shares.

Overweight ESG company