Summary

• The cruise lines continue to struggle to restart operations.
• The market has been as bullish on the cruise lines as the airlines despite airline passenger traffic up to 35% of 2019 levels.
• Carnival stands to burn another $3 billion in cash, if cruises don’t restart meaningfully until the Spring.

Since the cruise lines were forced to start shutting down back in April, the market has seemed to want to invest in the shutdown sector while ignoring the operating airline sector. The latest bullish analyst call has investors piling back into Carnival Corp. (CCL), yet the sector remains un-investable. My investment thesis remains Neutral on the stock until more progress is made on returning to cruising regardless of the virus.

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（吉隆坡18日讯）顶级手套（TOPGLOV,7113,主板医疗保健组）全年净利升411.96%至18亿6700万令吉，冠病未平复而分析员看好强劲需求可持续，预期下个财政年表现特别亮眼，全年净利突破百亿令吉！

联昌研究、马银行研究与达证券，各预测该集团2021财政年净利逾103亿、112亿与102亿令吉。

亮眼业绩推动股价走高，周五闭市该股涨19仙或2.4％，报7令吉98仙。

该集团第四季净利暴增1642%至12亿9199万5000令吉新高，第四季业绩超越预期，联昌调高未来两个新财政年净利95%至178%。

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Summary

• OXY has shown and executed a comprehensive plan to return the balance sheet and cash flow to normal.
• The risks posed by the balance sheet, macroeconomic outlook, and politics are overstated, creating a buying opportunity.
• Lastly, through the CO2 extraction project and JV’s, the company can outperform its peers and surprise investors.

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在股市只有两种人，一种是已经进场，另一种是空手，而目前是否是高点根本就不重要，重点是空手的人什么时候要买？该不该买？已经进场的人该不该卖？该怎么卖?

而这一切，更重要的是。 。 。

买点、买点、买点。

任何行业，中古车商、珠宝商、房地产大亨、这些行业，从来不去猜测产业的高点，大家唯一在做的就只有两件事，想办法趁恐慌或杀价买便宜，以买进后持有的风险评估。

这些人不会永远空手，只有买多买少；这些人会尽可能的永远持有，只有持有多和持有少。

做生意是这样，做股票也是这样。

回到主题，现在该怎么做?

如果妳现在持有成本够低，请静观其变，要卖也是分批卖。

如果你现在空手，请等待恐慌，小恐慌买少少，大恐慌买多多。

如果是近期进场导致持有成本很高，请检察资金会不会水位投入太多，是不是其实是在错误的时间进场，又因为先前没赚到而买太凶。

在股市里，你该训练自己去找到爆赚标的的买点，各种位置的买点、各种买点的风险、各种买点的资金该投入多少，又，怎么卖出才合理。

掌握了这些技巧之后，才不会太早卖，才不会太晚卖。

如果你的投资系统发出讯号，但是却是高点，买少一点或不买就好，其实真的不必预测，在股市赚钱只需要打造一张鱼网，其他只不过是被动等待而已，真正的大鱼，不用强求就会来的。

真正的大鱼，不用强求就会来的。

资料来源：JG說真的: 加入一流股勢力

Summary

• Occidental Petroleum has recently announced tender offers for another $3 billion in debt – paying off a significant portion of its next several year debt load.
• The company has an impressive portfolio of assets and continued impressive cash flow generation.
• Over the next 11 years, the company can see its share price double every < 4 years.

Occidental Petroleum (NYSE: OXY) has suffered along with the remainder of the oil markets. Since early-June, the company has seen its share price drop by more than 50%, despite no major negative changes. However, as we’ll see throughout this article, the company’s continued improvements of its financial picture make it a valuable long-term investment.

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7 Sep 2020

After suffering a setback as growth stalled because of the Covid-19 pandemic, the revival of some infrastructure projects to expedite economic recovery could see investor-interest returning to the construction sector.

The government is expected to announce its medium-term recovery plan next month, which may serve as a prelude to the potential approval of funding for projects in Budget 2021 in November and the 12th Malaysia Plan. “The short-term economic recovery or Penjana plan did not include any revival of mega construction projects, but this was not unexpected.

“The medium-term economy recovery plan would most likely be tabled in Parliament in October and there could be news flow on the revival of some of the mega projects which are vital for job-creation and to buffer economic shocks. For construction companies, meanwhile, it opens up fresh opportunities, ” said an analyst.

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我们就来探讨一下业绩好到爆的 UWC，以及该公司是否还值得投资吧！🤔

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YTL Corp Bhd’s revenue rose 6.2% to RM19.17 billion for the 12 months ended June 30 versus RM18.05 billion a year ago, while profit before tax (PBT) stood at RM430 million compared with RM1.03 billion a year ago.

Executive chairman Tan Sri Francis Yeoh Sock Ping said the rise in revenue was contributed mainly by its construction and cement segments.

“After eliminating the losses arising from fair value changes, impairments and inventory write-downs of RM 226.2 million, the group recorded PBT of RM656.2 million for the current financial year, ” Yeoh said.

He said the April-June quarter involved some of the most stringent parts of the ongoing movement control order (MCO) in Malaysia and various lockdowns and border closures in countries where the group operates.

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Fifteen Malaysian companies have been named in Forbes Asia’s Best Under A Billion 2020 list, which highlights 200 Asia-Pacific public companies with less than US$1 billion (RM4.19 billion) in revenue but consistent top- and bottom-line growth.

The fifteen companies, in alphabetical order, are:

• AME Elite Consortium Bhd,

• C-Link Squared Ltd,

• Frontken Corp Bhd,

• Johore Tin Bhd,

• Kossan Rubber Industries Bhd,

• Lii Hen Industries Bhd,

• Magni-Tech Industries Bhd,

• OpenSys (M) Bhd,

• Oriental Interest Bhd,

• Pentamaster Corp Bhd,

• Revenue Group Bhd,

• Scientex Bhd,

• Sunsuria Bhd,

• Uchi Technologies Bhd and

• UWC Bhd.

With the exception of C-Link Squared, which is Malaysia-headquartered but listed on the Stock Exchange of Hong Kong, the other 14 companies are listed on Bursa Malaysia.

Source: The Edge, 19 August 2020

Banks and Genting closed higher on Wednesday but the gains were not enough to prevent the FBM KLCI from slipping into the red as investors took profit on Top Glove and Hartalega.

At 5pm, the KLCI was down 8.10 points or 0.52% to 1,556.64. Turnover was robust with 19.18 billion shares done valued RM7.94bil. Decliners beat advancers about three to one or 907 losers to 315 gainers and 295 counters were unchanged.

Public Bank rallied 48 sen to RM17.40 and added 2.87 points to the KLCI while Maybank added 16 sen to RM7.65 and boosted the index by 2.77 points, CIMB 10 sen higher at RM3.54 and Hong Leong Bank eight sen to RM15.

Bank Negara will announce the second quarter GDP data on Friday but most importantly, the market is awaiting clarity on the outlook for the economy for the second half.

A Bloomberg survey showed a 10.7% contraction in 2Q GDP due to the movement control order which came into effect on March 18 after growing by just 0.7% in 1Q.

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