Tradeview - StarBiz Weekly Column No. 99
Thematic investing is very exciting and usually it is a the talk of the town. However does it always pay off and is it suitable for everyone?
#thematic
#risk
#diversification
#assetallocation
#cny
https://www.thestar.com.my/business/insight/2025/02/08/thematic-investment-risks
Thematic investing is very exciting and usually it is a the talk of the town. However does it always pay off and is it suitable for everyone?
#thematic
#risk
#diversification
#assetallocation
#cny
https://www.thestar.com.my/business/insight/2025/02/08/thematic-investment-risks
The Star
Thematic investment risks
The FBM KLCI fell 5.2% month-on-month in January – not exactly the start to 2025 that investors were expecting following a great 2024.
Hann was on #BFM this morning sharing his view on the recent announcement on Securities Commissions plan to raise levy for the capital markets intermediaries.
https://www.bfm.my/content/podcast/securities-commission-fees-levy
https://www.bfm.my/content/podcast/securities-commission-fees-levy
www.bfm.my
SC In Talks To Raise Fees And Levy
The Securities Commission Malaysia (SC) is in talks with investment bankers, stockbroking companies, rating agencies, and other market participants to revamp existing fee structures and impose a levy on revenue from regulated activities. We ask Ng Zhu Hann…
Tradeview Research analyst Tan Jia Hui was the only analyst that maintain the TP for Speedmart99 at RM2.35 with a hold call. The Edge sought her view as her call appears to on the point.
https://theedgemalaysia.com/node/744731
https://theedgemalaysia.com/node/744731
The Edge Malaysia
99 Speed Mart 20% down from peak ahead of result release
99 Speed Mart Retail Holdings Bhd (KL:99SMART), which made its debut on Bursa Malaysia five months ago, has fallen 20% from the peak of RM2.63 reached on Dec 6.
https://theedgemalaysia.com/node/743866
Hann shared his view to remain defensive for the local bourse in Q1 due to the foreign fund outflow and highlighting the need to focus on yield stocks instead.
Hann shared his view to remain defensive for the local bourse in Q1 due to the foreign fund outflow and highlighting the need to focus on yield stocks instead.
The Edge Malaysia
Analysts call to stay defensive after RM95 billion market cap wiped off
THE heavy selloff in equities in recent weeks has pushed the total market capitalisation of Malaysian stocks to below RM2 trillion — a level that has been maintained since May last year. As at Feb 4, the total value stood at RM1.98 trillion, a fall of RM95…
Tradeview - StarBiz Weekly Column No. 100
This is my 100th article since I first started writing for the StarBiz column. It is a milestone, which would not haven been attained without the encouragement of my fellow readers. Tqvm.
#media
#column
#Biz7
https://www.thestar.com.my/business/insight/2025/02/22/media-is-your-best-friend
This is my 100th article since I first started writing for the StarBiz column. It is a milestone, which would not haven been attained without the encouragement of my fellow readers. Tqvm.
#media
#column
#Biz7
https://www.thestar.com.my/business/insight/2025/02/22/media-is-your-best-friend
The Star
Media is your best friend
Today's article is particularly meaningful to me. It marks an important milestone as this is the 100th article I am writing for this column.
I’m listening to Boardroom Battles & Billion-Ringgit Gains on BFM. Check out this episode! https://sharebfm.page.link/4yP2
Hann was on Pinnacle Perspective today, a new show on #BFm discussing key corporate issues. Feel free to listen to recap.
Hann was on Pinnacle Perspective today, a new show on #BFm discussing key corporate issues. Feel free to listen to recap.
sharebfm.page.link
Boardroom Battles & Billion-Ringgit Gains
In today’s Pinnacle Perspectives, we explore key corporate developments, from Maybank’s CFO controversy to Khazanah’s financial performance and the privatization of MAHB. Philip See speaks with Ng Zhu Hann, CEO and Founder of Tradeview Capital to unpack the…
Tradeview - StarBiz Weekly Column No. 101
It has been definitely one of the worst two months start to the local stock market. Across the board you see selloff in stocks. While other markets have been retracing from record high levels, not so much for Bursa as it was only on a path of recovery and yet to reach its peak levels.
https://www.thestar.com.my/business/insight/2025/03/08/back-to-square-one
#semiconductor
#stockmarket
#investing
#selloff
#AI
#Bursa
It has been definitely one of the worst two months start to the local stock market. Across the board you see selloff in stocks. While other markets have been retracing from record high levels, not so much for Bursa as it was only on a path of recovery and yet to reach its peak levels.
https://www.thestar.com.my/business/insight/2025/03/08/back-to-square-one
#semiconductor
#stockmarket
#investing
#selloff
#AI
#Bursa
The Star
Back to square one
The stock market has seen a bloodbath since the start of the year. The FBM KLCI is now back to square one to where it was a year ago. This is surprising, considering how bullish the market sentiment was just a few months ago.
Tradeview - StarBiz Weekly Column No. 102
Is it safe to just invest your funds in blue chip companies of the past? While blue chip companies often weather through market turbulence, it is no guarantee a blue chip company can remain blue chip forever. Feel free to have a read of this week’s column.
https://www.thestar.com.my/business/insight/2025/03/22/when-the-blue-chips-are-down
#recovery
#BAT
#dutchlady
#nestle
#bluechip
#Bursa
Is it safe to just invest your funds in blue chip companies of the past? While blue chip companies often weather through market turbulence, it is no guarantee a blue chip company can remain blue chip forever. Feel free to have a read of this week’s column.
https://www.thestar.com.my/business/insight/2025/03/22/when-the-blue-chips-are-down
#recovery
#BAT
#dutchlady
#nestle
#bluechip
#Bursa
The Star
When the (blue) chips are down
Last week, we organised our annual event with clients of our fund. We rarely organise any events as our focus is on delivering performance. However, it is important that clients are given the opportunity for personal interaction to understand how their fund…
https://www.bfm.my/content/podcast/ageing-populations-in-local-capital-markets
Hann was on #BFM today sharing his insights on the aging population and capital markets development following SC's annual report release.
Hann was on #BFM today sharing his insights on the aging population and capital markets development following SC's annual report release.
www.bfm.my
Impact Of Aging Malaysians On Capital Markets
Malaysia is expected to become an ‘aged nation’ much sooner than previous estimates, posing critical challenges not only to economic activity but also to the capital market. Ng Zhu Hann, CEO & Founder, Tradeview Capital explains why this is an issue and suggestions…
Dear valued clients and friends,
As Tradeview Capital approaches 3 years old, it has been an interesting journey for us. To be honest, we are very grateful because without the trust and support of our clients, we would not get this far.
We are also happy to share that our fund since its inception on 1st April 2022, have crossed the RM 100 million AUM milestone. Additionally, we also achieve full year profitability for FY2024 (audited accounts) for the company.
When we started the fund together, it was a bunch of boys hoping to run our own fund management startup in an increasingly competitive landscape. We knew that to survive, we need to carve a niche and ultimately, the business of money is all about performance.
We made a lot of mistakes along the way but we also learn from it everyday. We look forward to doing better in the years ahead (we know it won't be easy), but so long as we have your support, we believe we can persevere.
Rest assure that as one of the few homegrown new generation fund management startup, we will play our part to contribute and support Malaysia's capital markets development. Thank you for letting us dream.
For those who are not yet a client but interested to explore, please feel free to contact us at info@tradeviewcapital.my
Regards,
Tradeview Capital team
https://theedgemalaysia.com/node/749181
As Tradeview Capital approaches 3 years old, it has been an interesting journey for us. To be honest, we are very grateful because without the trust and support of our clients, we would not get this far.
We are also happy to share that our fund since its inception on 1st April 2022, have crossed the RM 100 million AUM milestone. Additionally, we also achieve full year profitability for FY2024 (audited accounts) for the company.
When we started the fund together, it was a bunch of boys hoping to run our own fund management startup in an increasingly competitive landscape. We knew that to survive, we need to carve a niche and ultimately, the business of money is all about performance.
We made a lot of mistakes along the way but we also learn from it everyday. We look forward to doing better in the years ahead (we know it won't be easy), but so long as we have your support, we believe we can persevere.
Rest assure that as one of the few homegrown new generation fund management startup, we will play our part to contribute and support Malaysia's capital markets development. Thank you for letting us dream.
For those who are not yet a client but interested to explore, please feel free to contact us at info@tradeviewcapital.my
Regards,
Tradeview Capital team
https://theedgemalaysia.com/node/749181
The Edge Malaysia
Tradeview Capital delivers 18.8% return on ESG fund in 2024, announces 7.03 sen dividend
KUALA LUMPUR (March 25): Tradeview Capital Sdn Bhd — a boutique fund management company licensed by the Securities Commission Malaysia (SC) — has on Tuesday announced a distribution of a 7.03 sen dividend per unit for its flagship fund, the Tradeview Sustainability…
https://youtu.be/GeyH27YEvq8?si=lTWMAQ2hxHAr_ofy
Malaysia biggest foreign fund flow outwards since 2018. Coincidentally, Hann was on #BFM Caijin last week talking about the concerns over fund flow which was published today. Feel free to watch the recap
Malaysia biggest foreign fund flow outwards since 2018. Coincidentally, Hann was on #BFM Caijin last week talking about the concerns over fund flow which was published today. Feel free to watch the recap
YouTube
外资撤离危机！黄詝瀚：大马基本面强劲，第二季度会回流
在本期《自由时事》中，我们邀请了Tradeview Capital总执行长兼董事经理 黄詝瀚，深入探讨外资撤离马来西亚的原因及其对经济和股市的影响。外资流出的背后究竟隐藏着哪些深层次的因素？马来西亚股市当前面临的挑战和机会是什么？黄詝瀚讲述为何尽管外资撤离，但马来西亚依然具备强大的经济潜力以及外资回流的可能性。通过专家的深度剖析，我们带您一起解读当前经济形势，探索马来西亚未来的投资机会。
记得按赞，分享以及开启小铃铛。你的支持，让我们继续做优质内容！
关注IG ⏩ / caijinbybfm …
记得按赞，分享以及开启小铃铛。你的支持，让我们继续做优质内容！
关注IG ⏩ / caijinbybfm …
Tradeview’s Ng observes that due to the reciprocal tariffs, many fund managers are waiting on the sidelines to see the impact of the decision. “Even if the announcement is [more] favourable [than expected], the market will still take time to digest it.”
After witnessing the massive foreign outflow from Malaysia, he is less positive on the 2Q market outlook. “I don’t think it’s time for investors to be aggressive yet. It’s always good to conserve more cash and wait a while and see how things play out in the second half.”
The fear of data centre infrastructure being overbuilt is another concern for Ng, who says “the narrative that gave us a tailwind last year has become a headwind this year”.
Hann's comment in The Edge two weeks back is published this week. Feel free to have a read.
https://theedgemalaysia.com/node/749988
After witnessing the massive foreign outflow from Malaysia, he is less positive on the 2Q market outlook. “I don’t think it’s time for investors to be aggressive yet. It’s always good to conserve more cash and wait a while and see how things play out in the second half.”
The fear of data centre infrastructure being overbuilt is another concern for Ng, who says “the narrative that gave us a tailwind last year has become a headwind this year”.
Hann's comment in The Edge two weeks back is published this week. Feel free to have a read.
https://theedgemalaysia.com/node/749988
The Edge Malaysia
Cover Story: Risk-off mode likely to continue in 2Q on continuous foreign fund outflows
IN 2024, the local stock market posted its first annual positive return since 2020, outperforming the MSCI Asia Pacific and MSCI Asean indices and prompting hopes that the trend would continue into 2025. It has not — at least not in the first three months…
Tradeview - StarBiz Weekly Column No. 103
The whirlwind market over the past week stem from a single executive order from a single individual leading the largest economy of the world. Unfortunately, it impacted the world’s population. Malaysia 🇲🇾 is not spared of the recent selloff. Where do we go from here? Feel free to have a read of this week’s column.
https://www.thestar.com.my/business/insight/2025/04/12/full-blown-crisis-or-long-term-opportunity
#selloff
#panic
#bear
#fundamental
#rebound
#Bursa
The whirlwind market over the past week stem from a single executive order from a single individual leading the largest economy of the world. Unfortunately, it impacted the world’s population. Malaysia 🇲🇾 is not spared of the recent selloff. Where do we go from here? Feel free to have a read of this week’s column.
https://www.thestar.com.my/business/insight/2025/04/12/full-blown-crisis-or-long-term-opportunity
#selloff
#panic
#bear
#fundamental
#rebound
#Bursa
The Star
Full-blown crisis or long-term opportunity?
The current market probably has two camps: the extremely fearful and the extremely greedy. The stock market sell-off resembles the sharp pandemic sell-off five years ago. While much has changed since then, there's one similarity – the same US president triggered…