Foreign Participation Jan24-Dec25

Foreign investors remain cautious on Malaysia, likely due to: 

 Strong USD / higher global interest rates 
 Regional capital competition (US, India, Japan) 
 Earnings visibility and policy clarity concerns 
 Lack of AI theme compared to regional countries 

 Market support has therefore relied more on local institutions and retail participation, making the market more sensitive to domestic liquidity conditions.



Comments

Post a Comment

Popular posts from this blog

Breaking News PTRANS Gap Down 22Oct25

Image
  Breaking News 22Oct25 1. Perak Transit ( PTRANS ) shares hit three-year low, short selling suspended Financial Check: Net Debt is increasing over the years despite earning Receivable is healthy Cash Flows are healthy Gearing is moving uptrend Technical Analysis If you want to catch the failing knife, Think Twice.  Quick Summary -Financial Fundamental are Healthy, less likely will have fraud or fake account -MACC Raid is possible since the nature of PTRANS business is government related -Share Price manipulate is high possible since there is no major stake control by key management and from what Technical Analysis trying to tell us 5:00PM  Update CLARIFICATION ON THE COMPANY'S SHARE PRICE MOVEMENT The Board of Directors of PTRANS (“the Board”) wishes to address the recent drastic drop in the Company’s share price. The Board is not aware of any possible explanation to account for the trading activity.   The Board wishes to confirm that the Company’s busine...
Read more

[Limit Down Analysis] SMRT 19 Jan 2026

Image
SMRT Limit Down 19 Jan 2026 Potential Risks - Fundamental View Customer Concentration: The company heavily relies on a single customer, TNB, which accounted for approximately 72% of its FY24 revenue. Higher Taxes: The expiry of its "pioneer tax status" in November 2025 will cause its tax rate to jump from less than 1% to 24%. Earnings Decline: Due to the higher tax rate, core net profits are expected to drop between 4% and 11% annually in FY26–27. Project Delays: Rollouts in Indonesia have faced delays due to elections and leadership changes at state-owned enterprises. Payment Delays: The company experienced a spike in "receivable days" (payment wait times) due to a major customer upgrading its internal systems. Think Twice How is SMRT managing to maintain a 40% margin when TNB is their only major client? Usually, having a single customer means lower margins because you have no leverage. This reminds me of the recent PTRANS crash—it makes me wonder if SMRT is also a...
Read more

Breaking News MMAG Gap Down 3-Nov-25

Image
MMAG share price gap down and here are some potential possibility 1) No Real Profit despite good looking Earning in recent years For the paper earning, most of it are from receivable reverse impairment , insurance claim , Incentive claim and forex gain. None of them are actual profit from core business 2) NexG holding 7.58% stake in MMAG What NexG holding did in past few years? They acquire share from other listing companies which is famous in pump and dump like Revenue (0020) , Classita (7154) Besides that, look at the major share holders Chan Swee Ying HongSeng, Velocity, INGENIEU.... go have a look at those stocks' performances in recent years 3) Not the first time Gap down Gap down happen before on Mar25 (股价异常暴跌逾22% MMAG卖空喊停) Gap down happen before on Sep2020 Quick Summary 1) No Real Profit despite good looking Earning in recent years 2) NexG holding 7.58% stake in MMAG 3) Gap down happen before on Mar25 (股价异常暴跌逾22% MMAG卖空喊停) How the share price goes up, it will come...
Read more