$INTA(0192.MY)$
INTA's valuation has been in single-digit PE for a long time, and its turnover and profit all broke through record highs in 2023. Stock prices had no momentum before because they hadn't obtained contracts for a while, so they couldn't attract investors.
As the saying goes: 3 years without opening, 3 years after opening. INTA obtained a total of 3 construction contracts with a total value of RM743 mils in April. The Order Book reached a record high, and the stock price once broke through the RM0.40 mark.
Assuming continued growth in 2024 and 2025, good returns are expected in the future. INTA is a bit like KSL in industrial stocks. The valuation is very low, and it is in a situation where the valuation is being revalued.

$MYEG(0138.MY)$
MyEG (MYEG, 0138, Main Board Technology Stock) and Zetrix Foundation signed a Memorandum of Understanding (MoU) with MaiCapital, a virtual asset manager in Hong Kong, to discuss cooperation to launch a virtual asset fund or an exchange index fund (ETF) mainly based on Hong Kong virtual assets.
According to the statement, the MOU will focus on co-issuing ETFs approved by the Hong Kong Securities Regulatory Commission (SFC), including Bitcoin (Bitcoin) and Zetrix coins, as well as other suitable cryptocurrencies.
Hopefully, this is also why the company's stock price has risen sharply; at one point, it reached a high of 91 cents.
Source: Nanyang Siang Pao
Disclaimer: This content is for informational and educational purposes only, and does not constitute any specific investment, investment strategy, or recommendation endorsement. The reader shall bear any risk and responsibility arising from reliance on this content. Always conduct your own independent research and evaluation and consult professional advice if necessary before making any investment decisions. The author and related participants are not responsible for any loss or damage resulting from the use or reliance on the information contained in this article.

Following last week's flurry of macroeconomic news, this week's focus shifts back to company matters. The US is where most of the main corporate action is taking place, with banks such as $高盛(GS.US)$,$美国银行(BAC.US)$, and$摩根士丹利(MS.US)$, as well as $奈飞(NFLX.US)$, emerging as standout performers as the quarterly earnings season kicks off again.
The Bank of Canada will be focused on the March Canadian consumer price index report ...

$ARK Innovation ETF(ARKK.US)$ For perspective, the chart taken below from the ARK Invest website presented ARKK's top-ten holdings of the ARK Innovation ETF as of August 9th, 2021.
Looking at a similar snapshot today, which is shown below, even though Tesla's shares have galloped higher, Cathie Wood has been a consistent seller, and the market value of Tesla shares held at ARKK has actually declined.
Sticking with the top-ten holdings of the ARK Innovation ETF as of August 9th, 2021, and looking at a performance update today is illuminating.
Here was the performance year-to-date of the top holdings of ARKK, as of August 9th, 2021, interspersed with the SPDR S&P 500 ETF, and the Invesco QQQ Trust.
$Shopify(SHOP.US)$ - Up 36.9%
$Block(SQ.US)$ - Up 28.5%
$Roku Inc(ROKU.US)$ - Up 19.8%
$SPDR S&P 500 ETF(SPY.US)$ - Up 19.0%
$Nasdaq Composite Index(.IXIC.US)$ - Up 17.8%
$Zoom Video Communications(ZM.US)$ - Up 13.6%
$Coinbase(COIN.US)$ - Up 12.2%
$Twilio(TWLO.US)$ - Up 11.1%
$Tesla(TSLA.US)$ - Up 1.2%
$Teladoc Health(TDOC.US)$ - Down 24.7%
$Unity Software(U.US)$ - Down 28.2%
$Spotify Technology(SPOT.US)$ - Down 28.6%
At that point in time, only three holdings of the top-ten holdings in the ARK Innovation ETF, more specifically, Shopify, Square, and Roku, were outperforming the 19.0% gain in the S&P 500 Index, and the average performance of the top-ten holdings was a gain of 4.2%. This was a better return than the ARK Innovation ETF itself, which remember was up only 0.2% YTD through August 9th, 2021.
Ranking that same list of companies, here are the updated year-to-date return figures as of November 23rd, 2021.
$Tesla(TSLA.US)$ - Up 57.2%
$Shopify(SHOP.US)$ - Up 39.0%
$Nasdaq Composite Index(.IXIC.US)$ - Up 27.1%
$Coinbase(COIN.US)$ - Up 26.9%
$SPDR S&P 500 ETF(SPY.US)$ - Up 26.5%
$Unity Software(U.US)$ - Up 14.7%
$Block(SQ.US)$ - Down 3.3%
$Twilio(TWLO.US)$ - Down 18.7%
$Spotify Technology(SPOT.US)$ - Down 22.8%
$Roku Inc(ROKU.US)$ - Down 31.9%
$Zoom Video Communications(ZM.US)$ - Down 38.7%
$Teladoc Health(TDOC.US)$ - Down 48.4%
There has been a wholesale change in the performance rankings, with SHOP really the only constant. Today, three of the ARKK top-ten components are outperforming the SPDR 500 ETF. Looking closer, only two of the ARKK top-ten components are outperforming the Invesco QQQ Trust, and these two are TSLA and SHOP. The average performance of the top-ten holdings has declined from a 4.2% gain as of August 9th, 2021, to a 2.6% loss. Notably, this is less of a decline in the performance of ARKK itself, which was up 0.2% as of August 9th, 2021, yet is down by 14.9% as of November 23rd, 2021. Compared to August 9th, 2021, the biggest market capitalization positions have thrived, yet it is the underbelly of ARKK that has seen a more dramatic sell-off, which is of course represented by some underperforming companies in ARKK's top-ten list, notably TDOC, ZM, and ROKU.

It's that time of year for $Disney(DIS.US)$ annual report, and poring through its length gives some clues to the company's investment plans ahead.
Coming to the forefront of key questions for streaming services is the still-growing need for ever more content to feed them; Disney's no exception there, and it gave considerable attention on its earnings call earlier this month to the rebound it expects when the programs it's planning make their way through the pipe.
The annual report gives an indicator of Disney's seriousness there. It currently expects fiscal 2022 spend on "produced and licensed content, including sports rights" to be as much as $33 billion - about $8 billion more than an already-high 2021 figure.
That boost is "driven by higher spend to support our (direct-to-consumer) expansion and generally assumes no significant disruptions to production due to COVID-19," the company says.
As for corporate-wide capital expenditures, it's looking to raise those in 2022 to $6.1 billion from 2021's total of $3.6 billion, expecting "higher spending on cruise ship fleet expansion, corporate facilities and production facilities and technology" at its Disney Media and Entertainment Distribution segment.
The report also lays out the number of subscribers to Disney's linear pay-TV channels, and they indicate a still-hefty decline in ESPN subs, among the priciest in all of pay television.
Domestic subscribers to ESPN fell to 76 million from 2020's 84 million. (Considering bundling, 76 million also represents the number of subs for Disney Channel, ESPN 2, Freeform, and National Geographic.) For the Fox channels it inherited in its acquisition of those media assets, FX had 77 million subscribers in 2021, while FXX had 72 million and FXM 47 million.
On an international basis, Disney Channel has 162 million subscribers; ESPN has 64 million; Fox has 184 million; and National Geographic 320 million. Star General Entertainment has 132 million subs while Star Sports has 84 million.
Disney's expecting to rule the long holiday weekend at the box office with the most recent release from its animation department, Encanto.

$Netflix(NFLX.US)$ The big question is not just where Netflix ends up going next but where is the market as such going.
Will there be a good correction inbound or is the market just taking a small pause now to rise higher very soon?
The answers will unfold in front of us in the next coming weeks