InvestingNote Malaysia

（吉隆坡1日讯）政府决定提高含糖饮料的国内税，分析师认为，由于旗下产品多数产品都符合监管门槛，雀巢（NESTLE，4707，主要板消费）遭受的影响相当有限。

MIDF证券研究在分析报告中指出，雀巢旗下所有粉状产品每100克含糖量均低于33.3克，而且97%即饮产品也低于政府设定的含糖量限制。

“此次合规反映了雀巢积极主动地与监管健康举措保持一致，减少可能影响其产品组合的潜在成本或价格压力。”

政府在2025年财政预算案中宣布，将从明年1月1日起逐步将含糖饮料国内税提高至每公升40仙。多数分析认为，此举是减少国人消费饮料的有效方法。

提及上调最低薪金至1700令吉，该行认为，雀巢目前所有员工的薪水都超过了此门槛，因此在政策修订后将使公司处于有利地位。

”预计这次调整不会影响公司收益或赚幅，因此雀巢可继续维持公平薪酬的承诺，而不会产生额外成本。“

资料来源: 中国报
更多内容:
https://www.chinapress.com.my/20241101/97%E4%BA%A7%E5%93%81%E4%BD%8E%E4%BA%8E%E5%BE%81%E7%A8%8E%E9%97%A8%E6%A7%9B-%E9%9B%80%E5%B7%A2%E4%B8%8D%E5%8F%97%E7%B3%96%E9%A5%AE%E7%A8%8E%E4%B8%8A%E8%B0%83%E5%BD%B1%E5%93%8D/

Google’s Q3 Earnings Just Shocked Wall Street—Here’s Why This Stock Could Be Set to Skyrocket! 🚀

Alphabet Inc. just released its Q3 earnings, and the results are turning heads. With record-breaking revenue, massive profit gains, and a surge in Google Cloud growth, this tech giant is proving it’s still on top. But there's more: new AI advancements and an 11% jump in stock price have investors buzzing about its future potential. Curious about what’s next for Google and if this stock is worth your attention? Click to dive into the details that have Wall Street talking!
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Click the Link below to Read More: https://www.investingnote.com/posts/2849641
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$NASDAQ(^IXIC.IN) $GOOGL

（纽约1日讯）国际油价周四（10月31）连续第2天上涨，主因有报导指出，伊朗可能正在策划对以色列的新一波攻击，导致交易人再度关注中东石油供应恐受扰乱。

截至当天收盘，纽约商品交易所12月交货的轻质原油期货价格上涨65美分，收于每桶69.26美元，涨幅为0.95%。

12月交货的伦敦布伦特原油期货价格上涨61美分，收于每桶73.16美元，涨幅为0.84%。

资料来源: 星洲日报
更多内容:
https://www.sinchew.com.my/news/20241101/finance/6038959

#马股

（吉隆坡28日讯）Carlo Rino Group Bhd（KL:CRG）将于第四季从杰出企业家加速器平台（LEAP）市场转至创业板上市，并与达证券签署了包销协议。

根据协议，达证券将包销4968万股，包括供大马公众认购的4888万股以及供Carlo Rino董事认购的80万股。

Carlo Rino董事经理拿督斯里张丰意在文告中表示：“此次IPO代表了Carlo Rino的坚实基础以及雄心勃勃的未来发展计划。我们的目标是利用此次募集的资金扩大旗舰精品店的规模，并增强运营基础设施。”

Carlo Rino是一家设计、分销和零售商，经营Carlo Rino和C.Rino（眼镜）等品牌的各种女士手袋、鞋类和配饰。

该集团于2018年11月在杰出企业家加速器平台市场上市，截至2023年6月杪财年（2023财年），该集团净赚2385万令吉，营业额达1亿1353万令吉。总盈利赚幅为61.71%，税前盈利赚幅则是27.7%。

IPO涉及发行1亿7187万股新股，占集团扩大后股本9亿7752万股的17.58%，发行价有待确定。

剩下的1亿2219万股（占扩大后股本的12.5%）将私下配售给获得投资、贸易及工业部批准的土著投资者认购。

IPO所得收益将用于建造和装修Carlo Rino位于吉隆坡的新旗舰精品店及其他设施，包括资讯科技（IT）和安全系统；翻新百货商店的精品店和柜台，以及充当营运资本。

Carlo Rino今日以26.5仙平盘挂收，市值为2亿954万令吉。

资料来源: The Edge Malaysia
更多内容:
https://theedgemalaysia.com/node/731910
#马股

Supreme Consolidated's IPO: Could This Be Malaysia's Next Investment Opportunity?

Supreme Consolidated Resources Berhad will be IPO on Bursa Malaysia’s ACE Market. With a stronghold in Sarawak’s consumer goods scene and plans for major warehouse expansion, With over 1,400 products such as Ramly, and Pacific West, ambitious expansion plans, and solid financials, could this be the next portfolio gem?
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Click the Link below to Read More: https://www.investingnote.com/posts/2848734
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$BURSA(1818.MY) $SUPREME(03018.MY)

（吉隆坡29日讯）令吉走强导致出口导向的科技公司步履维艰，杜甫科技（DUFU，7233，主板工业股）遭受外汇亏损，2023财年第三季转亏320万4000令吉。

该公司今日向马交所报备，当季营收报6588万8000令吉，同比增19.29%。

首9个月来看，净利同比下滑45.14%，至964万5000令吉。营收则报1亿8873万5000令吉，同比增6.59%。

根据文告，营收增长主要归因于硬盘零件加工业务收入增加。不过，由于集团90%的收入以美元计价，因此，美元兑令吉的波动，对财务产生较大影响，第三季蒙受外汇亏损1640万令吉，冲击业绩表现。

展望未来，集团对半导体销售的回升及存储领域的复苏保持乐观，认为将开启新一轮增长周期。然而，本地制造商对全球半导体巨头的市场反应，仍存在一定滞后性。

“近期电子产品和生成式AI相关应用需求上升，预计最终将惠及存储领域，但此趋势的完全显现还需时间。”

闭市时，杜甫报1.74令吉，起3仙或1.75%，成交量52万5600股。

资料来源: 南洋商报
更多内容: https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%A4%96%E6%B1%87%E4%BA%8F%E6%8D%9F%E6%8B%96%E7%B4%AF%E4%B8%9A%E7%BB%A9-%E6%9D%9C%E7%94%AB%E7%A7%91%E6%8A%80%E8%BD%AC%E4%BA%8F320%E4%B8%87
#马股

你发现哪些投资策略最成功？从中学到了哪些教训？

（台北29日讯）美国总统候选人特朗普日前受访时再次攻击台湾芯片业，除了批评台湾偷走美国的芯片产业，还呛声要对台湾芯片课征关税，包含瑞穗金融集团、花旗在内的外资评估冲击，台积电将首当其冲，且全球半导体供应链的成本都会大幅上升。

CNBC报道，特朗普批评台湾芯片业，攻击拜登推动的芯片法案，不应该让外国公司进入美国还使用政府资金，此番言论让市场出现恐慌情绪，台积电ADR周一下杀4.3%，后续影响备受关注。

针对特朗普的说法，投资机构伯恩斯坦Bernstein分析师Stacy Rasgon直言相当荒谬，“从政策角度来看，如果最终目标是让美国能够生产先进半导体，由哪家厂商生产其实并不重要。”

瑞穗金融集团分析师则表示，特朗普当选对台积电不利。花旗分析师专注在半导体供应链的成本会增加多少，他们说：“事实上，政府很难驾驭芯片产业的关税，因为这代表要对数千种原料、零件与设备进行复杂的审核。”

此次并非特朗普首次对台湾议题做出不利发言，今年7月就曾批评过台湾芯片业，当时台积电出现超过10%的跌幅，追踪半导体产业的半导体指数ETF VanEck Semiconductor ETF（SMH）的市值一周蒸发6750亿美元。

台积电为全球晶圆代工龙头，生产高达9成的先进制程半导体，苹果、亚马逊、微软及Google等科技巨头都是使用台积电的芯片，英特尔与三星虽试图与台积电竞争，但他们仍面临一系列的挫折，无法与台积电竞争。

资料来源: 南洋商报
更多内容: https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E5%91%9B%E5%A3%B0%E5%BE%81%E5%8F%B0%E6%B9%BE%E8%8A%AF%E7%89%87%E5%85%B3%E7%A8%8E-%E7%89%B9%E6%9C%97%E6%99%AE%E5%BD%93%E9%80%89%E4%B8%8D%E5%88%A9%E5%8F%B0%E7%A7%AF%E7%94%B5

#马股 #台积电

东盛控股（OBHB，0327，创业板消费）上市首日表现平稳，开盘比首发股发售价起1仙或4%至25仙。

东盛控股早盘以25仙迎市，随后一度扬升2仙或8.3%至26仙，截至早上10时，该股收窄涨幅至25仙，成交量有4588万1800股，为马股第2大热门股。

值得一提的是，该公司首发股认购活动获得热烈回响，供大马公众认购的部分获得超额认购109.47倍。

东盛控股上市所筹得的2880万令吉中，超过一半将用来偿还建设双文丹（Serendah）新厂所产生的银行贷款。

此外，该公司还计划拨出500万令吉用于购买新机器，以及拨出90万令吉在新厂设立新实验室，推动Bonlife SachaQ10 Plus Softgel的临床试验。

张英声与妻子各持有公司50%的股份，上市后他们的股份将被稀释至19.68%，但两人仍一共持有30%的股份。

资料来源: 中国报
更多内容:
https://www.chinapress.com.my/20241029/%E5%88%9D%E7%99%BB%E5%88%9B%E4%B8%9A%E6%9D%BF%E4%BA%A4%E6%8A%95%E7%83%AD%E7%BB%9C-%E4%B8%9C%E7%9B%9B%E6%8E%A7%E8%82%A1%E4%B8%80%E5%BA%A6%E5%8D%878/

(新山25日讯）西海岸大道将从雪兰莪万津延伸至柔佛振林山，预计将推动柔佛经济增长，直接促进柔佛-新加坡经济特区（JS-SEZ）和森林城市金融特区（SFZ）的投资和贸易活动。

该大道也将改善柔佛丹绒柏勒巴斯港口与雪兰莪巴生港口之间的通路。

柔佛投资、商贸、消费人事务及人力资源委员会主席李廷汉表示，该项目对增加西海岸大道沿线工业和商业区投资及贸易活动带来了积极影响。

他对马新社说，这条大道的建设将促进货物流通，加强供应链，吸引更多国内外投资者进入物流和制造业。

与此同时，柔佛罗里同业公会会长蔡佩云表示，西海岸大道将提高物流效率，减少首都与南马地区之间的交通拥堵。

她表示，该项目将加强大马与新加坡之间的物流行业合作，进一步促进两国的贸易活动。

她补充，该公会希望政府在实施该项目时考虑物流行业的需求，以确保货物运输的顺畅。

资料来源: 南洋商报
更多内容: https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E8%A5%BF%E6%B5%B7%E5%B2%B8%E5%A4%A7%E9%81%93%E5%BB%B6%E4%BC%B8%E8%87%B3%E6%8C%AF%E6%9E%97%E5%B1%B1-%E6%9D%8E%E5%BB%B7%E6%B1%89%E6%B2%BF%E7%BA%BF%E5%95%86%E8%B4%B8%E5%8F%97%E7%9B%8A

#马股

（吉隆坡28日讯）厨卫洁具经销商苏兰托（SORENTO，0326，创业板消费）首日上市溢价登场，但早盘却不敌投资者卖压而走跌，一度下跌1仙或2.7%至36仙。

苏兰托今早以37.5仙迎市，比首发股发售价37仙溢价0.5仙，早盘一度上扬2仙或5.4%至39仙。

不过，该股在早上9时40分却开始陷跌，一度跌1仙或2.7%至36仙，成交量有7491万4800股，为马股最热股项。

根据上市计划，苏兰托公开发行1亿5500万股新股，每股发售价37仙，占扩大后股本的18%，预计筹集5740万令吉。

该公司的首发股计划也广获投资者热捧， 获得39.34倍超额认购。

资料来源: 中国报
更多内容:
https://www.chinapress.com.my/20241028/%E6%8C%82%E7%89%8C%E9%A6%96%E6%97%A5%E5%87%BA%E5%B8%88%E4%B8%8D%E5%88%A9-%E8%8B%8F%E5%85%B0%E6%89%98%E6%97%A9%E7%9B%98%E9%99%B7%E8%B7%8C/

Tesla’s Jaw-Dropping Stock Surge: Is It Now or Never to Invest? 🚀

Tesla just shocked Wall Street, skyrocketing over 25% in two days! With Elon Musk throwing his weight behind Trump’s possible comeback, the stakes couldn’t be higher. Could Tesla be on the brink of another wild ascent, or is this a risky gamble? If you think you’ve seen Tesla’s peak, think again—politics might just take it further. This could be your moment to lock in gains or miss out big.


Click the Link below to Read More: https://www.investingnote.com/posts/2847293

（吉隆坡24日讯）韩国家电制造商的本地子公司Cuckoo International (MAL) Bhd，计划上市大马交易所主板，以筹集扩张资金。

根据草拟招股书，首次公开募股（IPO）涉及公开发行1亿4328万新股，以及股东献售2亿2208万股，占扩大后股本的25.5%，发售价待定。

Cuckoo从事净水器、跑步机等家电的销售和租赁。

该公司指出：“租赁业务的增长依赖于可用现金流，以资助产品的前期购买。我们打算将所筹资金用于前期购买，以满足大马日益增长的租赁计划需求。”

在韩国上市，以电饭煲闻名的Cuckoo Homesys Co Ltd，目前控有Cuckoo International 63%股权，并向大马子公司供应产品。

Cuckoo International还与李水吉集团（Lee Swee Kiat Group Bhd）（KL:LSK）合作生产床垫、与Fujiaire生产冷气机，以及和Ogawa生产按摩椅。

去年，该公司的净利为8687万令吉，营业额达10亿令吉。

新股所筹资金中，部分将用于偿还银行贷款、为零售店网络扩张和新加坡业务增长提供资金，余下则支付上市费用。

献售所得则全部归韩国和大马股东所有，包括Cuckoo International总执行长许健川和妻子麦凤玲。

兴业投资银行是首席顾问和主理承销商，并连同大马投资银行担任联席全球协调人、账簿管理人和承销商。

资料来源: The Edge Malaysia
更多内容:
https://theedgemalaysia.com/node/731516
#马股

The 1st Security Seal IPO: Why Mega Fortris is a Must-Watch Stock!
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Mega Fortris Berhad, a leading player in the security seals industry, is set to go public with its Initial Public Offering (IPO) on November 11, 2024. With profit surge from RM 4.6 million to RM 21.6 million, this IPO could be your chance to buy into a fast-expanding market leader…
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These expansions and strategic initiatives are expected to increase the company’s future revenues and margins by...
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Click the Link below to Read More: https://blog.shareinvestor.com/the-1st-security-seal-ipo-mega-fortris... ‌

Get the latest insider trades and market trends at http://www.ShareInvestor.com... . Access executive buys and detailed data to make informed investment decisions.

UUE Holding Berhad Records 10.5% Revenue Growth: A Potential Stock to Watch

UUE Holding Berhad, a leading player in the underground utilities engineering sector, recently posted an impressive 10.5% revenue growth for Q2 2025. This positive momentum was largely driven by the strong performance of its underground utilities engineering solutions segment...

Click the Link below to Read More: https://blog.shareinvestor.com/uue-holding-revenue-growth-stock-to-watch/

Want to get the latest information's about insider trade and consensus estimation? Stay informed about the latest insider purchases and market trends by visiting ShareInvestor.com. Gain access to detailed insider trading data, including executive buys, to make more informed investment decisions.

今晚8点，我们邀请天哥一起深入讨论股息税和最低工资上调的影响

第一天投资理财日记

Tesla’s Stock: Challenges and Optimism in the Market

Recent Stock Drop
Tesla’s stock took a sharp dive following the disappointing Robotaxi event on October 11, 2024. Investors had expected more from the much-hyped reveal of the Cybercab. The event failed to impress, and the lack of details surrounding Tesla’s autonomous vehicle strategy caused the stock to fall by about 10%, from $238.77 to as low as $214.38, closing at $217.80...

Click the Link below to Read More: https://blog.shareinvestor.com/teslas-stock-challenges-and-optimism/

Want to get the latest information's about insider trade and consensus estimation? Stay informed about the latest insider purchases and market trends by visiting ShareInvestor.com. Gain access to detailed insider trading data, including executive buys, to make more informed investment decisions.

Budget 2025将如何影响马股呢?🤔

Budget 2025: Key Predictions and Stock Opportunities on Bursa Malaysia

Predictions for Budget 2025: What to Expect?

As the global and local economic environments evolve, Budget 2025 is expected to introduce measures that continue to focus on growth and resilience. Here are some key predictions for the upcoming budget and how Bursa Malaysia might react and stock to watch after the announcement...

Click the Link below to Read More: https://blog.shareinvestor.com/budget-2025-opportunities-on-bursa/

Want to get the latest information's about insider trade and consensus estimation? Stay informed about the latest insider purchases and market trends by visiting ShareInvestor.com. Gain access to detailed insider trading data, including executive buys, to make more informed investment decisions.

随着2025年财政预算案进入公布倒数阶段，大马Allianz（ALLIANZ，1163，主要板金服）今日开高迎市，一度涨26仙或1.3%，跻身马股大赢家。

该股今早以20.42令吉展开交易，涨26仙，一度高居马股上升股榜之首。近休市时，该股涨势放缓，半日暂挂20.22令吉，升6仙，成交量4400股。

大马Allianz旗下大马寿险公司近期推出免费多次索赔重大疾病保险（Complimentary Multi-Claim Critical Illness），展现其持续提供创新保险解决方案，并以客户的长期福祉为先。

该公司指出，与传统的重大疾病保险不同，一旦客户提出索赔，传统保险种类就会停止保障，而安联寿险（Allianz Life）的免费保障则会继续保护客户，应对未来可能的疾病。

该公司指出，客户在全额支付重大疾病附加险后，新的重疾仍能继续获得财务援助。

“此保险不仅限于单一重大疾病索赔，将确保客户在最需要的时候仍然受到保护，从而减轻客户的负担。”

预算案即将来临，不少企业和经济学家提出诉求，希望政府关注医疗成本课题。

当中，中总社会经济研究中心（SERC）希望政府管理医疗成本和医疗保险，考虑建立全民医疗保险基金、为21种常见手术和8种常见医疗条件引入医院费用标准，以提高透明度、通过多种方式监管价格，降低并限制商业保险公司支付给医院和医生服务的价格。

资料来源: 中國報
更多内容:
https://www.chinapress.com.my/20241016/%E9%A9%AC%E8%82%A1%E5%A4%A7%E8%B5%A2%E5%AE%B6%E4%B9%8B%E4%B8%80-%E5%A4%A7%E9%A9%ACallianz%E5%BC%80%E9%AB%98%E8%B5%B0%E9%AB%98/

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