Portal Komuniti Informasi Malaysia Terkini
BTCClicks.com Banner
Hello There, Guest! Register Login with Facebook

Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Market Info: Currency back in focus again
#1
Malaysia is considered an oil reliance economy (30% of national income), when oil price fall, will lead to falling in Ringgit too.
 
Then, falling Ringgit will benefit businesses which mainly for export, such as:
 
1)      Furniture/Plywood
2)      Glove
3)      Semi-conductor
 
We start seeing some buying interest happening on furniture stocks, at the moment, we believe this is a short term momentum.
 
WEGMANS, 0197, one of my portfolio, is involved in furniture business and 99% export exposure.
Short term: boosted by this “currency theme”
Longer term: supported by improved production (new plant)
 
This stock has become a beneficiary for both short term and long term investment
 
Other furniture / Plywood companies:
- HEVEA
- POHUAT
- LIIHEN
- LATITUDE
- FLBHD
- EVERGRN
- HOMERIZ
 
 
市场信息:货币再次成为焦点
 
马来西亚依然属于石油依赖型经济体(国民收入的30%),当油价下跌,会导致令吉下跌。
 
然后,令吉下跌将有利于于出口的企业,例如:
 
1)家具/合成板
2)手套
3)半导体
 
我们开始看到了一些购买力发生在家具股上,目前,我们认为这是一个短期的动力。
 
WEGMANS0197,我的投资组合之一,涉及家具业务和99%的出口率:
短期:能得利于这“货币主题”推动力
长期:增加产能,推高营业额(新工厂)
 
这只股票已成为有利于短期投机和长期投资了。
 
其他家具/合成板公司:
-          HEVEA
-          POHUAT
-          LIIHEN
-          LATITUDE
-          FLBHD
-          EVERGRN
-          HOMERIZ
Reply
Thanks given by:


Forum Jump:


Users browsing this thread: 1 Guest(s)