3 BIG themes in the long short and medium term - Corporatisation Malaysia, Trade War, SST
The US - China Trade War
As one know, Malaysia is a huge trading nation in comparative to our size of economy. The Trade War between China and US, if prolonged will have impact to Malaysia and it is not easy to figure out how it works for Malaysian companies. I would think, in the shorter term, as long as Malaysian manufacturers can accommodate some of the demand shifts from Chinese to Malaysian companies, those companies will immediately benefited.
Some of these companies that would have benefited are the electronics manufacturers especially the Electronic Manufacturing Services and Precision Engineering companies. Examples of these are companies like Globetronics, KESM, Salutica.
Trade war between China/US most likely develope into a protracted all out new cold war,Malaysia should study the new event and take advantage of this major change.China economy will suffer greatly over time as damaging effect by this bilateral new high tarriff system;and "one road one belt project"will end as disaster.
He's been buying daily for the past 2 years. Transfers blocks of 500k or 1m of shares offmarket to a proxy so his overall ownership remains below the threshold.
Yah... keep buying and selling at high price. Then the cycle repeat. Who can better control the up n down of share price??? Much easier to make.money than manufacturing
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
jaydenboy
15 posts
Posted by jaydenboy > 2018-08-01 10:26 | Report Abuse
owner is buying. must buy. next target 2.72