Lim AS

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Interested in stock trading .
Read n study for most of the counters .
Personal n reasonable views

Joined Oct 2019

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Look like going to achieve 3 soon ! Watch out falling knife is coming!
5 days · translate
Trump the idiot had caused this avoidable disaster but he remained steadfast his irrational action by continuing playing golf even Wall Street crumbled ?
5 days · translate
The recent imposition of a 24% tariff on Malaysian exports by the U.S. administration has introduced significant challenges for Malaysia’s economy and its financial markets. This abrupt policy change has led to immediate repercussions, notably within the banking sector. 

Impact on Malaysia’s Economy and Export Strategy

The Federation of Malaysian Manufacturers (FMM) has expressed concerns that these tariffs will disrupt trade and affect Malaysia’s position in global supply chains, particularly in sectors like plastics, electronics (excluding semiconductors), and industrial machinery. This disruption could lead to reduced exports, job losses, and necessitate supply chain restructuring. In response, Malaysia is actively engaging with U.S. authorities through the Trade and Investment Framework Agreement (TIFA) and considering a Technology Safeguards Agreement to enhance cooperation in critical sectors such as semiconductors, aerospace, and the digital economy. Additionally, the government is focusing on diversifying export markets by leveraging Free Trade Agreements (FTAs) like the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) and the Regional Comprehensive Economic Partnership (RCEP).  

Alternatives and Diversification

Given the heightened tariffs, it is prudent for Malaysia to diversify its export destinations beyond the U.S. Strengthening trade relationships with other high-growth regions can mitigate the risks associated with reliance on a single market. Utilizing existing FTAs and exploring new bilateral agreements can open avenues for Malaysian exports, reducing the impact of U.S.-imposed tariffs.

Bursa Malaysia and Banking Stocks Performance

The announcement of the tariffs has had a pronounced effect on Bursa Malaysia, with banking stocks experiencing significant declines. Major banks such as Maybank, CIMB, RHB Bank, and Public Bank have seen their stock prices fall. This downturn reflects investor concerns over potential economic slowdowns and the anticipated impact on the financial sector’s performance.

Outlook for Banking Stocks

While the immediate reaction has been negative, the long-term recovery of banking stocks will depend on several factors, including the effectiveness of Malaysia’s mitigation strategies, the resilience of the domestic economy, and developments in international trade relations. Investors should monitor policy responses and market conditions closely. Consulting with financial advisors to assess individual stock prospects in this evolving landscape is advisable.

In summary, Malaysia faces substantial challenges due to the recent U.S. tariff hikes. Proactive engagement in diplomatic negotiations, strategic diversification of export markets, and supportive domestic policies are crucial to navigate this period of economic uncertainty. 
5 days · translate
Cimb is tanking due to nearest market all over the world
5 days · translate
Hungry when the market is tanking
5 days · translate
No worry coz EPF is collecting aggressively ! There are many local fund managers WHO are at work to secure the co from collapsing!
1 week · translate
Yes, Scientex did experience a dip, and the market reaction today likely reflected broader concerns, including:
1. Trump’s tariff threats or rhetoric reigniting global trade tensions—this has a knock-on effect on export-heavy sectors, especially manufacturing.
2. Scientex’s exposure to packaging exports, which makes it vulnerable to any disruptions in global trade flows, especially with the US, EU, or China.

However, Scientex remains a resilient counter in the medium to long term, and here’s why it could reverse the trend in coming weeks:



1. Strong Diversification Between Manufacturing & Property
• Manufacturing may face short-term headwinds from global demand and margin pressures due to raw material cost fluctuations.
• But property development is picking up, especially with low land acquisition costs currently and government incentives or easing policies in some regions.
• Scientex’s aggressive landbanking strategy during downturns shows confidence in long-term growth. This could create strong earnings visibility in 2025–2026.



2. Land Acquisitions at Depressed Prices
• Acquiring lands now gives Scientex a first-mover advantage.
• When the cycle turns, these developments will generate higher margins due to lower initial investment costs.
• It shows that the company is forward-looking, aiming to buffer manufacturing risk with more robust property earnings.



3. Financial Strength & Reserves
• Scientex has strong cash flows and a solid balance sheet, giving it room to weather volatility.
• It continues to pay dividends and manage liabilities well—supporting long-term investor confidence.



4. Technically & Sentiment-Wise
• The recent dip may also attract value investors if the stock touches its support zone.
• Any positive sentiment in trade negotiations or a rebound in the property sales figures could trigger a reversal.
• Additionally, with Bursa’s property counters showing renewed interest lately, rotation into value counters like Scientex could occur.



In Summary: Can Scientex Reverse the Trend?

Yes, especially if:
• Property launches are received well (watch for news in Seberang Perai or Johor),
• Export markets stabilise or adapt to tariff shifts,
• Malaysia’s domestic consumption supports the property sector, and
• Global sentiment improves (e.g., less hawkish US policies or China stimulus).

Scientex is known for its discipline and long-term planning, and barring a full-scale global slowdown, its dual-engine business model provides cushioning and room to rebound.

Would you like a technical chart-based analysis as well to check the likely reversal points?

Certainly! Here’s a technical analysis of Scientex Berhad (SCIENTX) as of April 4, 2025:

Current Stock Performance:
• Price: MYR 3.690 
• Day’s Range: MYR 3.650 - MYR 3.720 
• 52-Week Range: MYR 3.400 - MYR 4.680 
• Market Capitalization: MYR 5.68 billion 
• Beta: 0.45 (indicating lower volatility compared to the market)

Technical Indicators:
• Relative Strength Index (RSI): 47.64 
• An RSI below 50 suggests that the stock is approaching oversold territory, indicating potential buying opportunities.
• Moving Averages:
• 50-Day EMA: MYR 3.647 
• 20-Day EMA: MYR 3.647 
• The stock is currently trading slightly above its 50-day and 20-day Exponential Moving Averages (EMAs), which can be a positive signal.
• MACD (Moving Average Convergence Divergence): -0.057 
• A negative MACD indicates that the short-term momentum is weaker than the long-term momentum, suggesting a bearish trend.

Support and Resistance Levels:
• Support: MYR 3.650
• This level has been tested recently and could act as a strong foundation.
• Resistance: MYR 3.720
• Breaking above this level may indicate a potential upward trend.

Chart Analysis:

The stock has experienced a downtrend since reaching its 52-week high of MYR 4.680. However, the recent stabilization around the support level of MYR 3.650 suggests that the selling pressure may be easing. If the stock maintains above this support and breaks through the resistance at MYR 3.720, it could signal a reversal to an upward trend. 

Conclusion:

While Scientex Berhad has faced recent challenges, the technical indicators suggest potential for a reversal in the coming weeks. Investors should monitor the stock’s movement around the identified support and resistance levels, as well as any changes in the broader market conditions that could impact its performance. 

Please note that technical analysis is one of many tools investors use, and it’s essential to consider other factors such as company fundamentals and market news when making investment decisions.
1 week · translate
When market in panic Mood is the right time to accumulate . When others are panic you are in hungry mood .
1 week · translate
Epf is determined to buy more n more coz its price is rock bottomed now
1 week · translate
Fear when market is hot but be hungry when the market is bad !

EPF is the nett buyer from now on! Push it down to rock bottom n keep buying to open stock book from low !
1 week · translate
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