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.

The theory is very simple.  Can the profit growth up pace the MYR growth of close to 15% in 3 months.  Our products become expensive and income will be affected.  Expecting one to two quarters of adjustment.

It is always to my believe. The money is from almost one force.  When China market is crazing….other market will be calm or correction.

We will temp remove Apex Health, KLCCP and Allianz.  But these three remained top picks.  But focus will be YTL Power, Tomei/Poh Kong, MBSB (playing only catch up), OSK.

We will long our small Gold future and have added Gold.  Our target is leveraging Goodman target of USD 3000.

We think Fed will further reduce rate especially when war may end in 2025.  But the degree of MYR appreciation may slow.  With a resistance of RM 4.00.  but if all war ended and Haris win the race.  Below RM 4.00 is not impossible. 

MYR strength has been long undervalued due to political reasons and the current government has moved towards a direction that liken by the funds.  But too fast and too fierce appreciation may not be good for Malaysia too.

If MYR too strong, we may shift our strategy to buy overseas stocks taking advantage of strong MYR.

We believe the current momentum will trend up. But we would not buy expensive stocks and look for catch up.  The momentum is positive for the bouse.

Financial we will only favour MBSB Bank, OSK and Allianz. Other banks are hold call. 

Our Top 5 pick remained with no 1 pick is YTL Power.

Competition is getting very serious and we believe we will pause a while to look into their new Xpeng feedback from the market.  We will hold on at RM 2.3 to 2.4 level.  Any dip further will be a buy call.