We will still positive and nibbling YTLPower unless something that we do not know is developing.  Probably a trend of the investigation and some foreign funds selling pressure.  Unlucky, but we just bought mildly at RM 3.10 again.

Our focus as of now will look for company with a ROE of 19% minimum in a year.  Preference will be for those can provide 6% dividend.  This will be ultimate 2025 strategy with minimum risk and must be able to ride on AI and Automation.

Our top picks remained positive except YTL-Power, Tomei and Poh Kong.  But we are super positive in these three.  We will buy on any extra cash available. 

We have bought 99Mart since listing.  But we think is too quick and too expensive though future prospect is good.  However, it does not match our criteria with high PE and low dividend due to high entrance price.  We may dispose above RM 2.50 to 2.60 and will re-enter if price is right again.

Go try Chatgpt advance voice.  Bluechip in every sector is going to be the immediate winner due to the resources and technology readiness. I am very serious.

Taking an advantage but may not be a prolonged war.  We added CLMT at 680, AMbank at 4990 and YTLPower at 3670.