Malaysia – AAX, LBS, LHI, ASTRO, ABMB, AMMB, MBSB, MAYBANK

Hong Kong – AEON Credit and Dah Sing Bank

China – ABC, ICBC, Bank of China, Bank of Chongqing, China Unicorn

We have started to sell MREITs and target to reduce all MREITs to around 20-30% of original holdings.  We think the tax rate make MREITs non competitive.

We like AAX at 1.2, Astro 0.07, LHI at 795, LBS at 465, TMCLFE at 515

From 0.075 moved to 0.100 yet it has been far away from our disposed price around 1.50.  YouTube, Tiktok, Instagram, LLM all become the challenger but one thing that can’t be replaced totally is localisation and governance.  At the price of 0.100 or below, it has up to a stage nothing can lose much anymore.  Simply, there are values and potential to work in new directions to improve the business.  Thus, we added Astro.

There are plenty of stocks may not need to be affected by the trump policies.  It may earn less or more as market consumption swift.  There are still plenty.  Especially food and beverage or producer like KOPI and LHI.  At the moment, plenty local banks are attractive of avoid regional banks.  More local focus can be Ambank, MBSB, Affin just to name a few.

Amid uncertainty of the existing trump tariff.  Gold prices continue to show strength and this gives easy earning growth to both mature gold related business entities in Malaysia.  Mainly Tomei and Poh Kong. With dividend above 3% level and PE of over 3 times.  Of course a strong NTA on hand.  It should be stocks that you can’t miss by having it into your portfolio.

Things getting jittter butt market seems emerged with lots of value. I really don’t know how low is low.  But when value emerged, we have to gradually collect.  Buy slowly as you will enjoy good price in the market.

We bought Spritzer for its solid earning and dividend.  We love this stocks again.

A Feng sui master said the market this year will sure crash.  A technical chart expert said signals emerged.  Fundamental investors said value in the market. YouTuber said Warren buffet piling up cash and same to Lee Kah Sing. 

My prediction? I think no one can be accurate and specific but overall very uncertain caused jitters is for sure.

Buying value, buying defensive , buying dividend oriented, buying new disruption defensive stocks and etc.  I am just good for this approach.

If based on EPS of 3 years in average, NTA, dividend policy and their business prospective. These stocks are good EPS in average, trading lower than their NTA, business is still in tact not sunset and good dividend policy.  Overall now is in bargain.  Buy when dip is definitely better than your Fixed deposit.