As of today, our top three portfolios are as follows.

1st MBSB

2nd CIMB

3rd YTLREIT

Overall funds remained diversified into the following areas but percentage of total funds vary.  Top allocation base on ranking as below.

1. Equities
2. Real Estates
3. Business Entities
4. Trust Funds
5. Startup Companies
6. Futures
7. Gold
8. Bitcoin

Yes, it definitely let everyone rethink, but this is also over reacted.  YTL Power warrant of bonus issue and Nvidea Data center concern on DeepSeek is over reacted.  A very good buy now.  The earning ration because on its power business is far more solid.  A good buy now.

All crazy PEs and frenzy about AI and related industries may change again.  I really don’t know how to outsmart those who created the hipe and if Deepseek really shown a signal.  Means everything can be again changing the expected path again.

I am not a trader and not good at it.  But if to buy anything at the moment. Got to be Alliance bank and Ambank.

For value investing, we start to like Genting.  We will welcome more drop and from this level onwards.  We will more than happy to nibbling.

We will hold on but not buying further as the current earnings level becomes a concern.  We suggest a hold from now on.

As Trump sensitment boosted bitcoins and now overall Glove industry in Malaysia.  We see TopGlove may recover towards above RM 1.50.  As for Cypark, the turnaround of new solar farm operation and a new JV with Trengganu governmentay see the stock stranding RM 1.00 above real soon.

From high until now below 2600. The hot money goes to Bitcoins.  In short term gold does not look good. But we maintain our long term view on gold as positive.

Pricess of Tomei and Poh Kong comes down more than 10%.  Perhaps we may consider nibbling again base on this advantage.

We can see from bluechips to Ringgit performance.  It is again in and out.  Nevertheless, buy low and sell high if we can do so.

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.