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Equities / Re: KLSE starting to collapse
« Last post by ORIENT on Today at 01:04:48 AM »
(吉隆坡20日讯)我国5月汽车销量连续第四个月下跌,从去年同期的4万5133辆,跌12.21%至4万221辆。

大马车商公会(MAA)表示,政府于5月16日宣布,消费税(GST)税率将从6月1日起降至零,导致市场充斥不确定。

MAA在文告指出:“许多消费者推迟购买和注册新车。”

不过该会预计,在6月至8月零消费税期间,6月的汽车销量将好很多,受助于开斋节促销活动和优惠。

MAA公布,今年首5个月的汽车总销量(TIV)跌3.38%至20万3299辆,相比同期的21万407辆。这占2018年全年销售预测59万辆的34.46%。

汽车生产方面,MAA表示,5月生产量从同期的4万4034辆,减7.53%至4万720辆。

不过,累计轿车产量增8.74%至22万4945辆,同期为20万6859辆。
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Equities / Re: KLSE starting to collapse
« Last post by ORIENT on Today at 01:04:25 AM »
澳纽:全年料降至0.7%

大马通膨率已经是东南亚最低水平之一,随着政府取消消费税,大马消费者将可在这段税务假期享受到更低的物价,经济学家也纷纷下调今年通膨预测低至0.7%。

新政府落实大选承诺,自6月起撤除消费税,同时也重新提供汽油津贴,这将令通膨压力大减,加上国家银行在1月升息后便保持利率不变,澳纽银行经济学家吴光(译音)将今年通膨预测从2.7%下调至0.7%,以及明年通膨预测从2.9%降至1.7%。

对国家银行而言,新政策的时机恰好,让国行在亚洲其他中行因货币贬值而紧缩货币政策时有喘息的空间。

国行料暂不升息

野村控股经济学家尤本表示,这是非常重大的政策行动,随着通膨将更低,国行接下来将不再升息,虽然这最终仍胥视新国行总裁而定。

野村控股将大马今年通膨率预测从2.5%下砍至1.3%。

国行总裁丹斯里慕哈末依布拉欣早前因售地交易而突然辞职,新总裁人选仍未定,令国行面对不明朗时期。市场广泛猜测前副总裁拿督诺珊茜雅或被提名为新任总裁。

在今年3月,国行预测今年通膨率平均为2至3%。

国行在今年1月升息,令大马成为今年亚洲区最早升息的国家之一,目前大部份经济学家预期国行直至今年杪都不会再升息。国行将在7月11日召开利率会议。

但是,消费者未必可尽情享受物品降价的好处。一些商家可能暂缓降价,以等待新销售税的详情出炉。

新加坡巴克莱公司高级经济学家拉胡尔表示,一些和旅游和娱乐相关的服务,受到非常直接的影响,价格肯定会下降。但一些商品如食物的价格可能要更长时间才会降价,因为现有存货仍有消费税。

他指出,若现在降价,推行销售税后又起价会显得累赘麻烦,冲击可能不会像推行消费税时般重大。

马币持平

国际油价反弹,加上大马通膨率符合预期,抵消了全球贸易战引发的谨慎投资情绪,马币汇率周三保持在接近5个月低点的水平。

马币兑美元汇率早盘触至4.0037,写下1月11日以来最低水平,过后略为回稳,截至下午5时报4.0020令吉。

布兰特油价回升0.3%至每桶75.29美元,市场继续关注油盟本周将于维也纳举行的会议。

新加坡Oanda机构亚太交易主管史提芬英勒斯表示,油价升高将可为马币在外围贸易震荡时带来一些缓冲,但区域市场疲软将令马币难以重振雄风。

在上个月的全国大选之后,一些资金撤离大马市场,但马币表现仍然比其他区域货币强稳。
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Equities / Re: KLSE starting to collapse
« Last post by ORIENT on Today at 01:04:04 AM »
(吉隆坡20日讯)燃料和食品涨价,带动大马5月通膨率升至1.8%,虽比4月的1.4%高,但符合市场预测,预期“税务假期”将纾缓物价腾涨压力。

统计局的报告指出,5月消费价格指数增长1.8%至121.1,价格增长的主要组别为交通(增3.6%)、食物和非酒精饮料(增2.2%)、房屋、水电和其它燃料(增2.1%)、餐馆和酒店(增2.1%)、保健(增1.9%)以及家具、家庭设备和固定家居保养(增1.5%)。

5月消费增0.2%

按月而言,5月消费价格指数增加0.2%,以及首5月通膨率为1.7%。

占整体通膨29.5%比重的食物和非酒精饮料,在5月增长2.2%,增幅主要来自鱼类海鲜(增3.2%)、水果(增1.9%)、米、面包和其它谷类(增1.6%)、糖、果酱、蜜糖、巧克力及糖果(增1.2%)和肉类(增1.0%)。另一方面,蔬菜价格跌3.0%。同时,外出用食指数增长3.7%。

在各州属方面,通膨率超越1.8%全国通膨水平的地区为吉隆坡联邦直辖区(增2.2%)、雪州和布城(增2.1%)和柔佛(增2.0%)。

同时,大部份州属都录得较高的食物和非酒精饮料指数,尤其是吉隆坡联邦直辖区(增4.5%)、槟城(增2.4%)及柔佛和砂拉越(增2.3%)。

5月核心通膨率为1.5%,主要增长的组别为食物和非酒精饮料(增2.7%)、房屋、水电和其它燃料(增2.5%)、餐馆和酒店(增2.1%)、保健(增1.9%)以及家具、家庭设备和固定家居保养(增1.5%)。

核心通膨不包含价格最波动的新鲜食品、价格受管制的商品和服务,这些组别在今年首5月的变动介于1.5%至2.2%。
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Equities / Re: KLSE starting to collapse
« Last post by ORIENT on Today at 01:02:53 AM »
(吉隆坡20日訊)湯森路透/英士國際商學院(INSEAD)調查顯示,亞洲企業信心為3個季度以來首次下滑,因為企業日益憂心美國總統特朗普的保護主義政策將引發報復反擊,打擊全球貿易體系。

第2季亞洲企業景氣指數從上季的7年高點79跌至74。這項指數代表企業對未來6個月的展望。該調查在6月1日至15日進行,有61家企業受訪。

雖然亞洲企業信心指數高于50代表企業持正面看法,但這是該指數自2017年9月以來首次下滑。

英士國際商學院經濟學教授法達斯(Antonio Fatas)指出,經濟成長面臨的風險愈來愈真切。貿易戰已不是一個風險,而是現實。

他說,「美國不僅對中國商品提高關稅,對加拿大和歐盟等傳統盟友的關稅也提高了。他們都會采取報復措施,目前看來沒有一個容易的解決辦法。」

特朗普實施的對進口鋼鋁征稅的保護主義政策激怒了重要的盟友,包括歐盟、加拿大和墨西哥。特朗普在週一更揚言將對2000億美元(約8010億令吉)的中國商品加征關稅。

法達斯稱,「企業可以把生產轉移到其他國家,以繞開關稅,但這樣的成本很高,而且效率很低。這是一個短期的解決方法但並不理想。」

另一方面,大馬興業銀行的首席經濟學家阿魯拉哈則指出,對外資產負債情況較為良好的國家,面對全球動蕩的韌性較強。

他說,「除此之外,全球經濟增長、特別是美國和中國增長仍良好。而且,亞洲薪資增長正顯示國內經濟成長的力道。」

中國國內生產總值(GDP)連續3個季度以6.8%的速度穩步擴張,不過外界擔心其信貸增長過快,而且貿易摩擦可能對中國經濟構成風險。

按行業來說,零售和休閒業最為樂觀,建築、工程和汽車業表現最疲弱。調查顯示,大多數行業表達了對貿易緊張情勢和利率升高的憂慮。
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Equities / Re: KLSE starting to collapse
« Last post by ORIENT on Today at 01:02:34 AM »
(吉隆坡20日讯)美国与中国贸易战的担忧持续主宰全球市场情绪,投资者尾盘脱售银行股,拖累马股全日下跌5.61点或0.3%,以全日低点挂收。

闭市时,富时隆综指收于1709.75点,盘中曾扬至1728.69点,受到大众银行(Public Bank Bhd)和丰隆银行(Hong Leong Bank Bhd)走低拖累。

Areca资本总执行长黄德明向theedgemarkets.com说:“银行股导致综指在最后半小时交易中转跌。”

由于中美贸易战升级打击全球市场,综指昨日下挫28.07点。

今日成交量有18亿5000万股,值22亿1000万令吉。

大众银行挫58仙,报22.78令吉,丰隆银行跌20仙,收于18.46令吉。

亚洲股市则向上,中国沪综指扬0.27%,而香港恒生指数升0.77%。日本日经指数和韩国首尔综合指数分别攀1.24%和1.02%。

路透社报道,亚股周三从近期跌势中反弹,投资者进行逢低承接,不过贸易前景的不确定性限制涨幅。上日中美贸易战担忧冲击全球市场。
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Equities / Re: KLSE starting to collapse
« Last post by ORIENT on Today at 01:02:11 AM »
LONDON: The dollar hit a 11-month high against a basket of its rivals on Wednesday as an escalating trade conflict kept investors from buying higher-yielding currencies and markets braced for growing volatility.

Currency markets had breathed a sigh of relief after Beijing signalled its tolerance of a stronger currency by fixing a stronger daily midpoint than expected. Safe-haven currencies such as the Swiss franc and the Japanese yen were still well-supported, though.

On Wednesday, the dollar edged 0.1 percent higher against a basket of its rivals at 95.30, its highest since mid-July 2017.

"Market volatility remains very low and the headline risks from trade concerns should push that higher," said Hans Redeker, global head of currency strategy at Morgan Stanley in London.

Led by the U.S. Federal Reserve, global central banks are pulling back from their financial-crisis policies, and market expectations are for volatility to pick up.

Morgan Stanley estimates that FX volatility remains one standard deviation below its long-term average. U.S. bond market volatility was more than 1.5 standard deviations below its long- term average.

A gauge of perceived equity market swings rose to a two-week high of 14.64 vol on Tuesday before pulling back.

EURO

The euro slipped a quarter of a percent, with traders wary of pushing it higher before some large option expiries this week. In addition, European Central Bank policymaker Ewald Nowotny said on Wednesday the euro weakness was caused by the growing interest rate differential between the United State and Europe.

Roughly $2 billion of currency options on the euro/dollar are set to expire this week between $1.1550 and $1.1500, dampening any large moves in the cash markets.

Emerging currencies won some reprieve, with the Mexican peso stronger on the day along with the Taiwan dollar and the South African rand

The Australian dollar, considered sensitive to shifts in sentiment towards China, fell to a 13-month low of $0.7347 on Tuesday before pulling back slightly to $0.7391.

The Swiss franc slipped 0.1 percent to 0.9953 franc per dollar, handing back the previous day's gains.

Before Thursday's Bank of England policy decision, the pound struggled near a seven-month low of $1.3151.

No economists polled by Reuters expect the BoE to raise rates on Thursday, and some are getting cold feet about their forecasts for a rate rise in August, which would be only the central bank's second increase since the 2008 financial crisis .

Before market opening on Wednesday, the People's Bank of China lowered the midpoint rate by 0.54 percent to 6.4586 per dollar. Traders said the daily fixing was far stronger than their models suggested, an attempt to stabilise sentiment and prevent the yuan from sinking further.

Markets also turned their focus to Sintra in Portugal, where U.S. Federal Reserve Chair Jerome Powell, European Central Bank President Mario Draghi, Bank of Japan Governor Haruhiko Kuroda and Reserve Bank of Australia Governor Philip Lowe are all scheduled to speak at a conference on Wednesday. - Reuters
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Equities / Re: KLSE starting to collapse
« Last post by ORIENT on Today at 01:00:43 AM »
KUALA LUMPUR (June 20): The FBM KLCI slipped 5.61 points or 0.3% to its intraday low after investors sold KLCI-linked banking stocks in the final trading minutes. Lingering concerns on the US-China trade spat continued to dictate world market sentiment.

At Bursa Malaysia, the KLCI closed at 1,709.75 points at 5pm as Public Bank Bhd and Hong Leong Bank Bhd shares ended among Bursa Malaysia top decliners. The KLCI erased gains after rising to its intraday high at 1,728.69 points.

“Banks caused the (KLCI's) downturn in the last half an hour of trading,” Areca Capital Sdn Bhd chief executive officer Danny Wong Teck Meng told theedgemarkets.com.

Yesterday, the KLCI fell 28.07 points as news of the escalating US-China trade spat hit global markets.

Across Bursa Malaysia today, 1.85 billion shares worth RM2.21 billion were traded.

Public Bank shares closed 58 sen lower at RM22.78 while Hong Leong Bank fell 20 sen to RM18.46.

Asian shares rose. In China, the Shanghai Stock Exchange Composite rose 0.27% while Hong Kong’s Hang Seng was up 0.77%. Elsewhere, Japan's Nikkei 225 rose 1.24% while South Korea's Kospi climbed 1.02%.

Reuters reported that Asian stock markets bounced on Wednesday following a wobbly morning session that highlighted the lingering anxiety and uncertainty surrounding a heated trade dispute between China and the United States. In Asia, bargain hunters turned up to pick up shares on the cheap after the previous day's rout.
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Equities / Re: ALL OLY'S S+H+I+T >> GIVING MONEY $$$$$
« Last post by DR KIM on Yesterday at 10:29:06 PM »
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Equities / Re: KLSE starting to collapse
« Last post by ORIENT on Yesterday at 09:25:27 PM »
(吉隆坡20日讯)大马股市周三先扬后挫,美中贸易战隐忧暂告消退,带动马股伴随区域市场回扬,在大部份交易时段保持升势,综指最高一度涨13.41点至1728.69点。

不过,临尾时卖压涌现,蓝筹股被推低,导致综指闭市时反跌5.61点或0.33%,以1709.75点全日最低水平挂收,写下15个月新低。

马股综指已连跌7日,1700点岌岌可危。

全场成交量18亿4900万股,成交值22亿1101万令吉。整体大市起多于跌,上升股439只和下跌股356只。

各指数起落参半,其中工业指数涨0.71%表现最佳,种植指数和金融指数跌势较重,分别下滑0.83%和0.85%。

新上市的正齐科技(MI,5286,主板科技组)表现不俗,全日涨12仙至1令吉54仙,为全场第二大热门股项,成交量共7368万3000股。

英美烟草(BAT,4162,主板消费品组)涨幅最高,升78仙至36令吉66仙。

吉隆坡甲洞(KLK,2445,主板种植组)跌76仙至23令吉54仙,为第二大跌幅股。大众银行(PBBANK,1295,主板金融组)继续面对沉重卖压,股价跌58仙至22令吉78仙,为第三大下跌股,也是跌势最重的综指成份股。

伟特机构(VITROX,0097,主板科技组)量升价跌,重挫29仙至5令吉58仙。
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Equities / Re: KLSE starting to collapse
« Last post by ORIENT on Yesterday at 09:23:16 PM »
KUALA LUMPUR: The rout continued on Bursa Malaysia with the FBM KLCI nearing the key 1,700 support level on Wednesday on late selling of Public Bank.

The market, which started off on a strong positive note could not sustain the gains as foreign funds continued to take out money and the selling stretched more than 30 days.

By 5pm, the FBM KLCI was down 5.61 points or 0.33% to 1,709.75 – the lowest since Feb 28, 2017. Turnover was 1.85 billion shares valued at RM2.21bil. There were 439 gainers, 356 losers and 407 counters unchanged.

Most key Asian markets were higher except for the Jakarta Composite which fell 1.83% when trading resumed.

Hong Kong stocks tracked Asian shares to end higher on Wednesday, rebounding after the previous session's rout, as the surge in ZTE Corp helped sooth immediate panic over a Sino-US trade war, Reuters reported.

At Bursa, Public Bank fell 58 sen to RM22.78 – the lowest since mid-March – and erased 4.01 points from the KLCI. Hong Leong Bank was 20 sen lower at RM18.46, RHB Bank fell 11 sen to RM5.52, Maybank four sen to RM9.24 but CIMB rose one sen to RM5.87.

Crude palm oil for third month delivery rose RM2 to RM2,265 per tonne.

KL Kepong slid 76 sen to RM23.54, IOI Corp lost nine sen to RM4.57 and PPB Group six sen lower at RM19.24.

Sime Plantation was flat at RM5.45, Sime Daerby rose two sen to RM2.47 and Sime Property unchanged at RM1.23.

Among the consumer stocks, Nestle fell 80 sen to RM146.20, Dutch Lady 30 sen lower at RM67.50 but BAT rose 78 sen to RM36.66 and F&N 46 sen higher at RM37.98.

Mi Equipment, which made its debut on the Main Market, closed up 12 sen to RM1.54 with 73.6 million shares done.

Vitrox fell 29 sen to RM5.58 and KESM 22 sen lower at RM16.84.

Oil prices rose, supported by a drop in US commercial crude inventories and the loss of storage capacity in Libya, with investors cautious ahead of a biannual meeting of OPEC exporters to decide production policy, Reuters reported.

Benchmark Brent crude was up 50 cents at US$75.58 a barrel by 0835 GMT. US light crude was 50 cents higher at US$65.57.

Petronas Gas fell six sen to RM17.22, Petroinas Chemical climbed three sen to RM8.39 and Petronas Dagangan was up 20 sen to RM24.86. Dialog was flat at RM3.18.

As for telcos, Telekom fell three sen to RM3.63 but Axiata and Digi added three sen each to RM4.37 and RM4.36.  Maxis fell eight sen to RM5.57 but Astro rose seven sen to RM1.67.

The ringgit fell 0.04% to the US dollar to 4.0043 and shed 0.09% to the euro to 4.6283 and was down 0.06% to the Singapore dollar at 2.9484. However, it rose 0.16% to the pound sterling at 5.2697.
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