Are we seeing the sparks of another Asian Financial Crisis?
Stockbitor terence775 shares:
"Recently, IDR-USD pair has dropped close to the AFC ... and many people are afraid of a repeat of the 1998...
While not exactly the same, the rapidly dropping Rupiah is a cause of concern...
***
Strong U.S. Dollar and Global Uncertainty: The U.S. dollar has been strengthening...
Capital Outflows: Indonesia has seen significant capital flight, with foreign investors pulling funds from its stock and bond markets...
Domestic Economic and Political Concerns...
Bank Indonesia’s Policy Challenges:..
Deflationary Pressures and Economic Slowdown...
External Trade Dynamics...
Similarities
Rupiah Depreciation...
Differences
Scale and Speed of Collapse...
Underlying Causes: The AFC was triggered by structural weaknesses...
Economic Fundamentals: During the AFC, Indonesia’s economy contracted by 13.1%...
Government Response...
——
Read and discuss: https://stockbit.com/post/18038189
@StockbitMalaysia
Stockbitor terence775 shares:
"Recently, IDR-USD pair has dropped close to the AFC ... and many people are afraid of a repeat of the 1998...
While not exactly the same, the rapidly dropping Rupiah is a cause of concern...
***
Strong U.S. Dollar and Global Uncertainty: The U.S. dollar has been strengthening...
Capital Outflows: Indonesia has seen significant capital flight, with foreign investors pulling funds from its stock and bond markets...
Domestic Economic and Political Concerns...
Bank Indonesia’s Policy Challenges:..
Deflationary Pressures and Economic Slowdown...
External Trade Dynamics...
Similarities
Rupiah Depreciation...
Differences
Scale and Speed of Collapse...
Underlying Causes: The AFC was triggered by structural weaknesses...
Economic Fundamentals: During the AFC, Indonesia’s economy contracted by 13.1%...
Government Response...
——
Read and discuss: https://stockbit.com/post/18038189
@StockbitMalaysia
NEW IPO DEBUT: CUCKOO INTERNATIONAL (MAL) BERHAD ($CKI)
$CKI is principally involved in the trading and rental of home appliances, mattresses and furniture, trading of beauty care products, provision of home care services. They are the sole and exclusive distributor of CUCKOO-branded products in Malaysia, Singapore and Brunei.
Their revenue is mainly derived from the rental and outright sale their products, and provision of aftersales maintenance services for such products under CUCKOO-branded and CUCKOO Co-Created segments.
Are you interested in this IPO? The application will close at 5pm on Apr 10, 2025 (Thursday). Good luck!
#stockbit #startwithstockbit #jomstockbit #bursamalaysia #klse #unboxing #IPO #CKI
$CKI is principally involved in the trading and rental of home appliances, mattresses and furniture, trading of beauty care products, provision of home care services. They are the sole and exclusive distributor of CUCKOO-branded products in Malaysia, Singapore and Brunei.
Their revenue is mainly derived from the rental and outright sale their products, and provision of aftersales maintenance services for such products under CUCKOO-branded and CUCKOO Co-Created segments.
Are you interested in this IPO? The application will close at 5pm on Apr 10, 2025 (Thursday). Good luck!
#stockbit #startwithstockbit #jomstockbit #bursamalaysia #klse #unboxing #IPO #CKI
Public Holiday in Conjuction with Hari Raya!
Dear Stockbitors,
In observance of the upcoming Hari Raya Aidilfitri public holiday, and subject to the official announcement by the Keeper of the Rulers’ Seal, please be informed of the following announcement:
1. If the 1st day of Hari Raya Aidilfitri falls on 31 March 2025 (Monday) and the 2nd day of Hari Raya Aidilfitri falls on 1 April 2025 (Tuesday):
a. Bursa Malaysia and its subsidiaries will be closed on 31 March and 1 April 2025 (Monday and Tuesday).
2. If the 1st day of Hari Raya Aidilfitri falls on 1 April 2025 (Tuesday) and the 2nd day of Hari Raya Aidilfitri falls on 2 April 2025 (Wednesday):
a. Bursa Malaysia and its subsidiaries will be closed on 1 April and 2 April 2025 (Tuesday and Wednesday).
Stay safe and enjoy the long weekend! And pleasant journeys back home.
Selamat Hari Raya!
@stockbitmalaysia
Dear Stockbitors,
In observance of the upcoming Hari Raya Aidilfitri public holiday, and subject to the official announcement by the Keeper of the Rulers’ Seal, please be informed of the following announcement:
1. If the 1st day of Hari Raya Aidilfitri falls on 31 March 2025 (Monday) and the 2nd day of Hari Raya Aidilfitri falls on 1 April 2025 (Tuesday):
a. Bursa Malaysia and its subsidiaries will be closed on 31 March and 1 April 2025 (Monday and Tuesday).
2. If the 1st day of Hari Raya Aidilfitri falls on 1 April 2025 (Tuesday) and the 2nd day of Hari Raya Aidilfitri falls on 2 April 2025 (Wednesday):
a. Bursa Malaysia and its subsidiaries will be closed on 1 April and 2 April 2025 (Tuesday and Wednesday).
Stay safe and enjoy the long weekend! And pleasant journeys back home.
Selamat Hari Raya!
@stockbitmalaysia
Titan Trading Notes For Wednesday [2/4/2025]:
Stockbitor titantrading shares:
"KLCI closed red around the 1513 points region during last Friday with an overall negative market sentiment here. Overall still not looking too good yet.
Main stocks that showed strong buying momentum would be the likes of HI, OVERSEA, PNECEB, THRIVEN, VELOCITY, TANCO, and PASUKGB...
As you can see, the main theme for now are old penny stocks...which looks quite interesting as we could be entering back into a penny stock theme...
$ECOWLD since its earlier retracement back towards the RM 1.70+ main support levels, was able to rebound strongly over the past few weeks...
For now, looking pretty strong here and if able to hold above its RM 1.90+ immediate support on the daily..."
——
Read more: https://stockbit.com/post/18086074
@StockbitMalaysia
Stockbitor titantrading shares:
"KLCI closed red around the 1513 points region during last Friday with an overall negative market sentiment here. Overall still not looking too good yet.
Main stocks that showed strong buying momentum would be the likes of HI, OVERSEA, PNECEB, THRIVEN, VELOCITY, TANCO, and PASUKGB...
As you can see, the main theme for now are old penny stocks...which looks quite interesting as we could be entering back into a penny stock theme...
$ECOWLD since its earlier retracement back towards the RM 1.70+ main support levels, was able to rebound strongly over the past few weeks...
For now, looking pretty strong here and if able to hold above its RM 1.90+ immediate support on the daily..."
——
Read more: https://stockbit.com/post/18086074
@StockbitMalaysia
$ANEKA - Foundation Works Specialist Takeaways from Briefing
Stockbitor wsk20 shares:
"...usual competitors: Econpile, Pintaras
🔷 Secured RM179m new wins in FY24 (FYE Oct)
🔷 RM217m outstanding order book; RM203m Malaysia, RM14m Indonesia. Orderbook turnaround range between c.9-18 months
🔷 Undertaking a foundation contract for AWS DC c.RM30-40m, need to complete the job within 5-9months
🔷Tender book RM963m; RM926m Malaysia, RM37m Indonesia, Malaysia tenders mainly (>50%) in Klang Valley...
🔷 Indonesia projects exclude material cost...
🔷 Revenue capacity at RM200m+ currently, gradually building up more capacity through capex for machinery...
🔷 Currently 70-80% capacity from internal machinery, c.20% rental machinery from external..."
——
Read more: https://stockbit.com/post/18076212
@StockbitMalaysia
Stockbitor wsk20 shares:
"...usual competitors: Econpile, Pintaras
🔷 Secured RM179m new wins in FY24 (FYE Oct)
🔷 RM217m outstanding order book; RM203m Malaysia, RM14m Indonesia. Orderbook turnaround range between c.9-18 months
🔷 Undertaking a foundation contract for AWS DC c.RM30-40m, need to complete the job within 5-9months
🔷Tender book RM963m; RM926m Malaysia, RM37m Indonesia, Malaysia tenders mainly (>50%) in Klang Valley...
🔷 Indonesia projects exclude material cost...
🔷 Revenue capacity at RM200m+ currently, gradually building up more capacity through capex for machinery...
🔷 Currently 70-80% capacity from internal machinery, c.20% rental machinery from external..."
——
Read more: https://stockbit.com/post/18076212
@StockbitMalaysia
Consumer Sector Growth in Malaysia: Analysing Trends Ahead and Investment Potential
WealthFort shares an up-coming webinar:
"The consumer sector in Malaysia's is undergoing dynamic changes, shaped by evolving consumer behavior, economic trends, and shifting demographics. As we look ahead, the growth potential in this sector is both exciting and complex...
Join us in this webinar "Consumer Sector Growth in Malaysia: Analysing Trends Ahead and Investment Potential" as we invite Mr. Max Tan, the founder of 12Invest to share his insights...
In this 1.5-hr webinar, you'll learn:
✅Sector Landscape...
✅Consumer Behaviour Trends...
✅Investment Opportunities: Identifying promising sub-sectors and metrics for evaluating companies
✅Risks and Resilience: Impact of economic factors and trends toward sustainable products
✅Discuss on future growth drivers
——
Register here: https://us02web.zoom.us/webinar/register/7017338168912/WN_nUuREbldSRKtKE2qLOVblg#/registration
@stockbitmalaysia
WealthFort shares an up-coming webinar:
"The consumer sector in Malaysia's is undergoing dynamic changes, shaped by evolving consumer behavior, economic trends, and shifting demographics. As we look ahead, the growth potential in this sector is both exciting and complex...
Join us in this webinar "Consumer Sector Growth in Malaysia: Analysing Trends Ahead and Investment Potential" as we invite Mr. Max Tan, the founder of 12Invest to share his insights...
In this 1.5-hr webinar, you'll learn:
✅Sector Landscape...
✅Consumer Behaviour Trends...
✅Investment Opportunities: Identifying promising sub-sectors and metrics for evaluating companies
✅Risks and Resilience: Impact of economic factors and trends toward sustainable products
✅Discuss on future growth drivers
——
Register here: https://us02web.zoom.us/webinar/register/7017338168912/WN_nUuREbldSRKtKE2qLOVblg#/registration
@stockbitmalaysia
How the Greatest Operators Win Without Chasing Spotlight or Hype
Stockbitor FIRLGuys share:
"There’s a silent code followed by some of the most successful business builders of our time.
It’s not about shouting louder, raising more money, or adding more features.
It’s about focus. Discipline. And staying the course — quietly.
Here are some of the best insights I’ve picked up recently, from founders, investors, and the industrial giants of old:
1. When You Find What Works, Shut Up and Double Down
Once you find something that works, don’t broadcast it. Focus. Go deep. Keep it quiet. Execution is your unfair advantage — protect it.
2. Success Is Built with People, Not Just Capital
Faithful and earnest friends matter more than money. The work, the travel, the trials — those memories matter more than any exit.
Jeff Bezos once said: “If I have to choose between agreement and conflict, I’ll take conflict..."
——
Join their newsletter: https://stockbit.com/post/18086343
@StockbitMalaysia
Stockbitor FIRLGuys share:
"There’s a silent code followed by some of the most successful business builders of our time.
It’s not about shouting louder, raising more money, or adding more features.
It’s about focus. Discipline. And staying the course — quietly.
Here are some of the best insights I’ve picked up recently, from founders, investors, and the industrial giants of old:
1. When You Find What Works, Shut Up and Double Down
Once you find something that works, don’t broadcast it. Focus. Go deep. Keep it quiet. Execution is your unfair advantage — protect it.
2. Success Is Built with People, Not Just Capital
Faithful and earnest friends matter more than money. The work, the travel, the trials — those memories matter more than any exit.
Jeff Bezos once said: “If I have to choose between agreement and conflict, I’ll take conflict..."
——
Join their newsletter: https://stockbit.com/post/18086343
@StockbitMalaysia
Market Crashing, how do you navigate it?
Stockbitors share their thoughts and discussions:
FIRLGuys: "The short answer is DCA in companies where you find good value and at which current valuation is screaming discount. If you are uncomfortable, you can always build up cash first until it reaches the price point you would like to enter..."
B: "I'm went in on this discount . might be more downside coming but..."
terence775: "One should always prepare a shopping list of stocks for desired entry prices and sizing at each price.
Of course, when everything is crashing, rather than aiming for best returns in a short time frame, I think it's best to buy those with the highest conviction... work out how you expect on a normalized basis how much a company could earn, cash flow and profit wise... End of the day, life goes on, and business goes on too. People might grumble..."
——
How are you handling the panic? Share your thoughts here: https://stockbit.com/post/18095240
@StockbitMalaysia
Stockbitors share their thoughts and discussions:
FIRLGuys: "The short answer is DCA in companies where you find good value and at which current valuation is screaming discount. If you are uncomfortable, you can always build up cash first until it reaches the price point you would like to enter..."
B: "I'm went in on this discount . might be more downside coming but..."
terence775: "One should always prepare a shopping list of stocks for desired entry prices and sizing at each price.
Of course, when everything is crashing, rather than aiming for best returns in a short time frame, I think it's best to buy those with the highest conviction... work out how you expect on a normalized basis how much a company could earn, cash flow and profit wise... End of the day, life goes on, and business goes on too. People might grumble..."
——
How are you handling the panic? Share your thoughts here: https://stockbit.com/post/18095240
@StockbitMalaysia
Market Crashing, how do you navigate it? part 2
Stockbitors share their thoughts and discussions:
zhexiangxd: "I think in times like this earnings visibility, FCF and yield matters more than anything. Just in case this downturn is a prolonged one, you can still enjoy some returns while waiting...
Companies that are more defensive with long-term contracts / less exposed to global trade should do ok. I try not to bottom pick on companies that have a murky outlook unless the valuation drops to unbelievably cheap levels...
Overall I think Malaysia is doing relatively OK compared to most of our ASEAN peers..."
——
How are you handling the panic? Share your thoughts here: https://stockbit.com/post/18095240
@StockbitMalaysia
Stockbitors share their thoughts and discussions:
zhexiangxd: "I think in times like this earnings visibility, FCF and yield matters more than anything. Just in case this downturn is a prolonged one, you can still enjoy some returns while waiting...
Companies that are more defensive with long-term contracts / less exposed to global trade should do ok. I try not to bottom pick on companies that have a murky outlook unless the valuation drops to unbelievably cheap levels...
Overall I think Malaysia is doing relatively OK compared to most of our ASEAN peers..."
——
How are you handling the panic? Share your thoughts here: https://stockbit.com/post/18095240
@StockbitMalaysia
Market Crashing, how do you navigate it? part 3
Stockbitors share their thoughts and discussions:
titantrading: "Focus on stocks that are least affected by the tariff tensions.
Right now market got 2 types of stocks 1 that's dropping cuz it will be directly impacted by the sweeping tariffs, and the other that's dropping due to weak market sentiment from all the panic selling.
I believe market is now pricing in for a full blown recession already and likely overreacting. Let's not forget this was all artificially induced by one man.
As most countries start their negotiations with Trump, they will likely reach a middle ground...
If your focus is in Bursa Malaysia, try to focus on stocks that are highly liquid because we're facing a severe liquidity drain...
Sometimes even when the company is doing well, it will sell off due to low liquidity.
I would say companies like..."
——
How are you handling the panic? Share your thoughts here: https://stockbit.com/post/18103572
@StockbitMalaysia
Stockbitors share their thoughts and discussions:
titantrading: "Focus on stocks that are least affected by the tariff tensions.
Right now market got 2 types of stocks 1 that's dropping cuz it will be directly impacted by the sweeping tariffs, and the other that's dropping due to weak market sentiment from all the panic selling.
I believe market is now pricing in for a full blown recession already and likely overreacting. Let's not forget this was all artificially induced by one man.
As most countries start their negotiations with Trump, they will likely reach a middle ground...
If your focus is in Bursa Malaysia, try to focus on stocks that are highly liquid because we're facing a severe liquidity drain...
Sometimes even when the company is doing well, it will sell off due to low liquidity.
I would say companies like..."
——
How are you handling the panic? Share your thoughts here: https://stockbit.com/post/18103572
@StockbitMalaysia