These are the stocks I observed and studied in May
Horse stocks:
$KGB(0151.MY)$ -- Long-term research, positions have already been opened. Results for the next two quarters will be the key
$KJTS(0293.MY)$ -- It takes time to research and believes that the current stock price is too high
US Equities:
$Garmin(GRMN.US)$ -- Long-term research, waiting for entry
$Lemonade(LMND.US)$ -- Long-term research, low positions, high risk investments, and high returns expected
$monday.com(MNDY.US)$ -- New observation, I'm optimistic that the explosive power is too high $Salesforce(CRM.US)$ , choose after making a trade-off
Kicked out of the watch list include
Horse stocks:
$EPMB(7773.MY)$ -- The outbreak of local automobile companies shows that the risk in the field is still very high, and it is not worth taking this risk at present
US Equities:
$Salesforce(CRM.US)$ -- Whether it's position or energy, it has already invested too many SaaS software stocks. After making trade-offs, I chose $monday.com(MNDY.US)$
$CRISPR Therapeutics(CRSP.US)$ -- Is it more practical to choose a medical stock or an ETF
Disclaimer: I'm just sharing the stocks I'm focusing on this month, and there are no trading suggestions. It's not me here...

The first phase of investment of 1.7 billion yuan, Star Lion Dairy Cow Ranch will be put into operation next year
Star Lion Group $F&N(3689.MY)$The integrated dairy farm built by Golden Mas Negeri Sembilan has invested RM1.7 billion in capital expenses in the first phase, and milk production is expected to begin in early 2025.
The group revealed at the “2024 First Half Fiscal Year Report Meeting” held in Longshi today that the farm will introduce 2,000 cows in the first phase, with a daily output of 30 litres each.
Meanwhile, the ranch will be implemented in 2 stages, covering a total area of 809.37 hectares. Currently, it is in the Daxing civil engineering stage, about 404.69 hectares, an area where construction has not yet started.
Group CEO Lin Youhe said that the ranch will free up 3 reserved areas to be used as cultivated land for dairy cow feed, etc. He also said that in the future, it may be possible to raise up to 10,000 cows, and the ranch area may also be expanded to 2428.11 hectares.
“However, the Group does not hire too many people. Although the ranch may reach this scale when it comes to Japan, the company uses automation.”
Lin Youhe also said that the group has already sent personnel to the US to inspect and has selected suitable cows earlier.
Recently, there have been frequent cases of bird flu in many states in the United States. It is precisely from migratory birds to poultry and dairy cows. Lin Youhe said in response to an inquiry that dairy cows imported by the company will ensure that they are imported to Malaysia from non-affected areas.
In the first phase of the ranch launch, the group plans to export milk to neighboring countries Singapore and Cambodia; in the next phase, it will further expand to other markets in the Central and Southern Peninsula, and even Hong Kong and Macau.
Lin Youhe estimates, “The daily yield per cow...

Star Lion Group $F&N(3689.MY)$Results were announced today. Although there was a year-on-year increase, there was still a month-on-month decline. Thailand's Songkran Festival has seen a huge increase in drink sales. The profit MVP for this quarter is still Thailand. The weather in Malaysia is getting hotter and hotter, and Malaysian sales seem to be on the rise.
I heard that F&N's performance was inversely proportional to the weather.When the heatwave hits, demand for beverages increases, Star Lion Group operates when it comes (enanyang.my), did anyone contribute to sales?

#低调派发股息
#小型Uchitec的模版
$MASTER(7029.MY)$
MASTER has entered a period of free cash. Profits have risen steadily, dividends have been rising steadily, and stock prices have soared. Let's say you look back at MASTER's dividends for the past 4 years. In 2020, 6 points will be distributed, and in 2024, a 16 point dividend may be distributed (8 points announced).
The company doesn't have much CAPEX, and its cash level continues to break through record highs. Assuming single-digit growth and single-digit valuations every year, and so much money that there is no place to spend it, will special dividends be paid in the future? If you want to know how to look forward, click the YouTube link below 🔗

FTSE Composite Index $FTSE Bursa Malaysia KLCI Index(.KLSE.MY)$ It broke through this year's intraday high this morning, and is also the highest since June 2022
If the market closes today and can hold 1,560 points, it will also record a new closing high since this year
Can horse-headed calves thrive and become big cows?

When the heatwave hits, demand for beverages increases, and Star Lion Group operates when
The heatwave swept through Southeast Asia, and the highest temperature in some regions even exceeded 40 degrees Celsius, prompting consumers to increase demand for ready-to-drink drinks and outdoor drinks. Established local beverage manufacturers $F&N(3689.MY)$Benefit from that!
According to data from the World Meteorological Organization, temperatures in parts of Southeast Asia have soared to a high of more than 30 degrees, far higher than the average in February this year. Among them, there are countries such as Vietnam that issued a state of emergency due to the heatwave, and China's sensed temperature once reached 44 degrees Celsius. At the same time, many states such as Perlis, Kedah, Kelantan, Sarawak, and Sabah have issued heatwave warnings.
Based on this, MIDF Investment Bank research analysts believe that in order to cope with extreme weather, water supplementation is essential. For this reason, consumers may find fresh and convenient ways to stay hydrated and cool, thereby increasing demand for ready-to-drink drinks and outdoor drinks.
“We expect Star Lion Group to be a major beneficiary of the heatwave across Southeast Asia as the company has strong market leadership in the restaurant sector.”
According to retail data services, Star Lion Group has a leading position in ready-to-drink tea, carbonated drinks, evaporated milk and sweetened condensed milk in Malaysia, and is also recognized as the number one brand for condensed milk, evaporated milk and milk in Thailand.
Looking ahead, analysts expect the company's revenue to rise in the second and third quarters of this year, mainly due to an increase in demand. At the same time, this is not limited to countries such as Malaysia and Thailand, but is distributed to different countries through exports...

These are the stocks I observed and studied in April
Horse stocks:
$EPMB(7773.MY)$
$KGB(0151.MY)$
$KJTS(0293.MY)$
US Equities:
$Garmin(GRMN.US)$
$Salesforce(CRM.US)$
$Lemonade(LMND.US)$
$CRISPR Therapeutics(CRSP.US)$
Disclaimer: I'm just sharing the stocks I'm focusing on this month, and there are no trading suggestions. This is not my open position, nor my complete watch list.