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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...
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...
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Analysts are optimistic about data center potential Yang Zhongli Electricity is worth RM6.25
Yang Zhongli Electric Power $YTLPOWR(6742.MY$ The rise is amazing, like the “Malaysian version of Nvidia” $NVIDIA(NVDA.US$ Investment banks have updated their target prices one after another. Among them, the Malaysian Investment Bank is the most aggressive, offering a target price of RM6.25.
This is the highest target price currently given by the analytical community, compared to the stock's market price of about RM4.90, which means there is still room for growth of 27.5%.
Looking back at Yang Zhongli Electric Power's stock price performance, the stock began to rise in March of last year and has risen 94.49% since the beginning of the year.
In a report today, the analyst re-included the potential revenue of the data center in the summed up valuation method (SOP). Previously, the analyst only used the net asset value of the data center, which could not truly reflect the company's true profit level.
“After taking into account the Sentul data center (5 MW) and the non-AI Johor data center (8 MW), we will increase our net profit for fiscal year 2025 by 1%.”
The analysts also raised the net profit forecast for the 2026 fiscal year by 27% to reflect the revenue brought by the Johor No. 1 data center in the AI field. The analysts also took into account that Singapore Donghai Group may use another 8 MW data center.
Analysts believe that the 2026 fiscal year will better reflect the potential profits of data centers. The 100 megawatt data center is expected to start operation by the end of 2024...
Yang Zhongli Electric Power $YTLPOWR(6742.MY$ The rise is amazing, like the “Malaysian version of Nvidia” $NVIDIA(NVDA.US$ Investment banks have updated their target prices one after another. Among them, the Malaysian Investment Bank is the most aggressive, offering a target price of RM6.25.
This is the highest target price currently given by the analytical community, compared to the stock's market price of about RM4.90, which means there is still room for growth of 27.5%.
Looking back at Yang Zhongli Electric Power's stock price performance, the stock began to rise in March of last year and has risen 94.49% since the beginning of the year.
In a report today, the analyst re-included the potential revenue of the data center in the summed up valuation method (SOP). Previously, the analyst only used the net asset value of the data center, which could not truly reflect the company's true profit level.
“After taking into account the Sentul data center (5 MW) and the non-AI Johor data center (8 MW), we will increase our net profit for fiscal year 2025 by 1%.”
The analysts also raised the net profit forecast for the 2026 fiscal year by 27% to reflect the revenue brought by the Johor No. 1 data center in the AI field. The analysts also took into account that Singapore Donghai Group may use another 8 MW data center.
Analysts believe that the 2026 fiscal year will better reflect the potential profits of data centers. The 100 megawatt data center is expected to start operation by the end of 2024...
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Hello mooers! Check out the latest market dynamics of the metals and mining industry over the past week.
•Base metals: Industrial metals fall due to a lack of buying interest in China
•Precious metals: Gold, silver fell 2.1% and 4.1% respectively
•Bulk commodity: Thermal coal rose 8%
Spot Price Snapshot
Key Price Moves
$Copper Futures(JUL4)(HGmain.US$ and $Aluminum Futures(JUL4)(ALImain.US$, along with ot...
•Base metals: Industrial metals fall due to a lack of buying interest in China
•Precious metals: Gold, silver fell 2.1% and 4.1% respectively
•Bulk commodity: Thermal coal rose 8%
Spot Price Snapshot
Key Price Moves
$Copper Futures(JUL4)(HGmain.US$ and $Aluminum Futures(JUL4)(ALImain.US$, along with ot...
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From YouTube
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In the field of investment, traditional values often define investment opportunities with “discounts”
Yesterday's high-priced item. If the price drops today, it's considered a treasure
This kind of thinking, which seems logical,
One key factor was actually overlooked: changes in stock valuations
For investors seeking growth,
It's a misconception to simply equate a “discount” with an investment opportunity
In the stock market, superficial “cheap” is often synonymous with “expensive.”
And behind the “expensive” one may be hiding the next growth stock
In fact, the relationship between value and price is more complex and often goes hand in hand
For a long time, many investors have relied on PE as an indicator to invest
However, this approach is easy to fall into misunderstandings
The price-earnings ratio only reflects the historical situation, and there is no predictability for future profit growth
In the market, analysts often suggest investors go to the bottom of stocks that have plummeted in price, believing that they have bottomed out.
The PE value also reached an all-time low
However, against the backdrop of continued macroeconomic deterioration,
These stocks are likely to perform worse and fall into the “bargain” trap
In contrast, stocks with high PE values often represent the market's premium on growth stocks.
This is a normal phenomenon
As the company's profit expectations continue to rise,
The high PE value reflects the market's recognition of its rapid growth
Therefore, instead of trying to predict short-term stock price fluctuations,
It's better to focus on whether the company can continue to improve its profitability.
The core of investing is to determine whether there is potential for stock price appreciation.
We should do it through in-depth analysis of macroeconomic trends, combined with technical analysis...
Yesterday's high-priced item. If the price drops today, it's considered a treasure
This kind of thinking, which seems logical,
One key factor was actually overlooked: changes in stock valuations
For investors seeking growth,
It's a misconception to simply equate a “discount” with an investment opportunity
In the stock market, superficial “cheap” is often synonymous with “expensive.”
And behind the “expensive” one may be hiding the next growth stock
In fact, the relationship between value and price is more complex and often goes hand in hand
For a long time, many investors have relied on PE as an indicator to invest
However, this approach is easy to fall into misunderstandings
The price-earnings ratio only reflects the historical situation, and there is no predictability for future profit growth
In the market, analysts often suggest investors go to the bottom of stocks that have plummeted in price, believing that they have bottomed out.
The PE value also reached an all-time low
However, against the backdrop of continued macroeconomic deterioration,
These stocks are likely to perform worse and fall into the “bargain” trap
In contrast, stocks with high PE values often represent the market's premium on growth stocks.
This is a normal phenomenon
As the company's profit expectations continue to rise,
The high PE value reflects the market's recognition of its rapid growth
Therefore, instead of trying to predict short-term stock price fluctuations,
It's better to focus on whether the company can continue to improve its profitability.
The core of investing is to determine whether there is potential for stock price appreciation.
We should do it through in-depth analysis of macroeconomic trends, combined with technical analysis...
Translated
14
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