$PPB (4065.MY)$ It has dropped to 9.60, can we start to "collect" now? 😁😁😁.

$PPB (4065.MY)$ KUALA LUMPUR (June 18): Investors will demand a higher risk premium for PPB Group Bhd (KL:PPB) after associate and main profit contributor Wilmar International Ltd was charged by Indonesia's Attorney General Office (AGO), according to Kenanga Research.
Wilmar denies any wrongdoing after being charged in April over an alleged corruption conspiracy, and has placed a US$729 million (RM3.1 billion)...

$PPB (4065.MY)$
Reprinted from the Oriental Daily WhatsApp Channel.
In June, the sunlight shone on the banks of the Thames in London, and after two days of talks between China and the United States, a "trade framework agreement" was finally presented.
It sounds like a long-awaited gentle breeze, but for those of us who have been observing the market, analyzing Earnings Reports, and watching policy clues for a long time, it feels more like a delaying tactic.
Of course, we welcome the resumption of dialogue and acknowledge this is good news. However, from experience, agreements, especially with Trump involved, can change three times in a day. Just because a framework can be agreed upon does not mean the details will smoothly fall into place. A turn in policy could be triggered by a tweet in the early morning.
Therefore, we are not pessimistic, but also not blindly optimistic. The real test may just be beginning.
July leads the way, and August is the explosive point.
Let's first pull out the timeline for everyone to review:
At the beginning of July, the 90-day "tariff exemption" imposed by the U.S. on countries other than China will end. In other words, if negotiations fail, the U.S. will resume its tariffs. China will follow suit, ending the corresponding exemption in late August. Meanwhile, many other countries are still in a tug-of-war with the U.S., and the negotiations are not going smoothly. At the same time, the U.S. is also troubled: the "X day" of the debt ceiling is approaching, which must be resolved before August; otherwise, a technical default would not be a joke. The "Big and Beautiful" bill is still stuck in Congress, and if it cannot proceed, Trump's economic roadmap may need to be rewritten. Additionally, inflation is not stable, and manufacturing data could...

GENM has fallen sharply, but as a long-term investor, short-term fluctuations will not shake my confidence. Currently, there are still unrealized gains on hand, reminding myself to坚持长期主义.
Value will ultimately return, continue to keep steady, and patiently wait for the flowers to bloom.

$LHI (6633.MY)$Wow! 100% strongly recommend this place! Guaranteed profit?  

$Wilmar Intl (F34.SG)$ the only laggard big cap

$GENM (4715.MY)$ $GENTING (3182.MY)$ Cloud fans have finally waited for a moment to feel a bit proud. Hope the Cloud Summit twins can rise step by step, and do not forget that we still have some brothers and sisters living on the 2nd, 3rd, and 4th floors. Keep it up～