May Arbitrage Exit Spell Expired? Summarize the brave move towards 1610 points
Report: @Jungle lee
Investors are currently filled with excitement, not only driving up the trend of Malaysian stocks, but also driving the FTSE Composite Index $FTSE Bursa Malaysia KLCI Index(.KLSE.MY)$ Does breaking through 1,600 points mean that the “sell in May and go away” (sell in May and go away) spell is no longer suitable to be applied to horse stocks?
“May arbitrage leaves the market” is actually a common phrase on Wall Street in the US, because all major US companies will announce their performance during the April period, and specific economic data will also be released during that period, and investors may make profits one after another and leave the market, which in turn puts selling pressure on the stock market.
Incidentally, in the Oriental Stock Market, there is also a saying “the five poor, six, seven out of seven.”
Although the East and West have different understandings about when the market will resume its bull market — the East thinks it can turn around in July, while the West thinks it will be necessary to wait until after Halloween (that is, November); one thing the two sides have in common is that the bear market began in May.
However, if you look at the current trend, that is, the four-day trading day starting May 2 was a situation where Malaysian stocks soared sharply. It seems that the relevant proverb cannot be applied to the trend of Malaysian stocks in May this year.
Judging from today's trend, the composite index was at the level of 1,600 points at the beginning, and now it has taken a leap forward. 1...

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?

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...

Celebrate wisdom from the past with our final quiz! 📜 How well do you remember Buffett's pearls of wisdom from previous shareholder meetings?
Review Day 1 Quiz>>
Review Day 2 Quiz>>
🏅 Quiz time is over, but the investment insights are ju st warming up! Catch the 2024 Berkshire Hathaway AGM tomorrow. Stay tuned to our Buffett discussion for more to come! 📈

Despite the possibility of a slowdown in US economic growth and inflation data stubbornly delaying the pace of interest rate cuts by the Federal Reserve, market participants are still optimistic that Malaysian stocks will continue to thrive and therefore maintain $FTSE Bursa Malaysia KLCI Index(.KLSE.MY)$The target for the end of the year is 1,665 points, and there are 3 major topics worth paying attention to.
MIDF investment bank research analysts pointed out that today's global stock market trends are influenced by several major factors, including geopolitical tension, the slowdown in US economic data, and when the Federal Reserve will cut interest rates.
Analysts pointed out that as an economic leader, any trend and trend in the US will be learned from and amplified. In particular, its economic growth performance in the first quarter made the market worry about whether the Federal Reserve's path to cutting interest rates will be delayed over and over again.
Analysts said that according to the forecast given earlier, the Federal Reserve will start cutting interest rates in the second half of this year, a total of 3 times throughout the year, but due to current trends, it has been forced to revise the forecast and adjust it to the end of this year before starting to cut interest rates, and probably only once this year.
Despite this, analysts are still optimistic about Malaysia's economic prospects. At the same time, they have maintained the Malaysian FTSE Composite Index at 1,665 points this year, and maintained the company's net profit growth expectations.
Continue to be optimistic about the 12 Malaysia Plan
At the same time, analysts continue to be optimistic about the three major investment themes and believe they will continue to strengthen Malaysian stocks.
First, the trade sector will continue to recover, because with the recovery in foreign trade trends, related stocks such as logistics and ports will benefit.
“Furthermore, we are considering...

Johor to build a casino to revitalize Forest City, Malaysia is about to have a second casino? With a water gap, this news is enough to drag down Genting Singapore's performance!
Bloomberg quoted sources as saying that Prime Minister Dato' Sri Anwar had a lunch meeting with two business tycoons, Tan Sri Chen Zhiyuan, founder of Chenggong Group, and Tan Sri Lin Cathay, chairman of Genting Group, and discussed building China's second casino in Forest City to revitalize Forest City, which is mired in financial crisis.
$GENTING(3182.MY)$
$BJCORP(3395.MY)$
$Genting Sing(G13.SG)$