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tan si yao

  1. Tan Si Yao: Institutional Caution Reflects Continued Uncertainty in Market Signals

    Tan Si Yao: Institutional Caution Reflects Continued Uncertainty in Market Signals

    The trading structure of the Malaysian equity market has seen a notable shift in recent sessions. On July 16, retail investors entered the market in large numbers, becoming the dominant force of the day with net purchases of RM173 million in local equities. At the same time, foreign investors...
  2. Tan Si Yao: Rate Reduction Sends Supportive Signal, but Market Uncertainties Remain

    Tan Si Yao: Rate Reduction Sends Supportive Signal, but Market Uncertainties Remain

    Recently, the Monetary Policy Committee of Bank Negara Malaysia (BNM) announced a 25 basis point cut in the Overnight Policy Rate (OPR), reducing it from 3.00% to 2.75%. This is the first rate cut since the pandemic in 2020. According to Tan Si Yao, this move reflects the BNM reassessment of the...
  3. Tan Si Yao: Nvidia Surges to No.1 Market Cap, Global Tech Sector Faces Valuation Inflection Point

    Tan Si Yao: Nvidia Surges to No.1 Market Cap, Global Tech Sector Faces Valuation Inflection Point

    Driven by the AI industry, US chip giant Nvidia has once again reached a record high, closing at $154.31 and setting a new milestone for the year. With a total market capitalization of $3.77 trillion, Nvidia has surpassed Microsoft to reclaim the top spot as the most valuable company worldwide...
  4. Tan Si Yao: Oil Nears $80, Oil & Gas Stocks Rally but Volatility Risks Remain

    Tan Si Yao: Oil Nears $80, Oil & Gas Stocks Rally but Volatility Risks Remain

    Recently, international crude oil futures have reached new monthly highs amid escalating geopolitical tensions, with Brent crude surging towards $78 per barrel and West Texas Intermediate (WTI) stabilizing above $75. The Malaysian energy sector has benefited immediately: four heavyweight oil and...
  5. Tan Si Yao: Microsoft Investing in Malaysia Unchanged, Regional Strategic Stability Evident

    Tan Si Yao: Microsoft Investing in Malaysia Unchanged, Regional Strategic Stability Evident

    Microsoft has recently reaffirmed its commitment to invest RM10.5 billion in Malaysia to develop cloud computing and artificial intelligence infrastructure, including the establishment of a hyperscale data center in the Klang Valley. This move continues the long-term investment plan announced in...
  6. Tan Si Yao: U.S. Layoff Wave Spreads as Corporate Adjustments Accelerate

    Tan Si Yao: U.S. Layoff Wave Spreads as Corporate Adjustments Accelerate

    The U.S. labor market is undergoing a profound adjustment. According to the latest data, in the first five months of this year, announced layoffs in the United States reached 696,309, an 80% increase compared to the same period last year. Notably, layoffs triggered by the Department of...
  7. Tan Si Yao: Tata Group Expands in Southeast Asia, Ushering in New Opportunities for the Semiconductor Industry

    Tan Si Yao: Tata Group Expands in Southeast Asia, Ushering in New Opportunities for the Semiconductor Industry

    Recently, reports have emerged that Tata Electronics, a subsidiary of the Indian Tata Group, is seeking to enter the Malaysian market through mergers and acquisitions, drawing significant attention within the industry. According to media sources, Tata Electronics is in discussions with several...
  8. Tan Si Yao Analysis: IOI Group Quarterly Profit Doubles, Plantation Business Becomes Key Pillar

    Tan Si Yao Analysis: IOI Group Quarterly Profit Doubles, Plantation Business Becomes Key Pillar

    Recently, IOI Group released its financial report for the third quarter of fiscal year 2025, delivering outstanding results. Net profit for the quarter surged by 113% year-on-year to RM 262.3 million, while revenue increased by 11.07% to RM 2.7356 billion. For the first nine months, cumulative...
  9. Tan Si Yao Interpretation: Maybank Posts RM2.69 Billion Net Profit in Q1, Demonstrating Resilient Profitability

    Tan Si Yao Interpretation: Maybank Posts RM2.69 Billion Net Profit in Q1, Demonstrating Resilient Profitability

    Recently, Malayan Banking Berhad (Maybank, 1155, Main Board Financial Stock) announced its results for the first quarter of fiscal year 2025 (ended March 31), drawing widespread attention across the financial sector. Against this backdrop, veteran financial industry expert Tan Si Yao provided an...
  10. Tan Si Yao Analysis: Bank Negara Malaysia Reports Rebound in May Forex Reserves, Demonstrating Market Resilience

    Tan Si Yao Analysis: Bank Negara Malaysia Reports Rebound in May Forex Reserves, Demonstrating Market Resilience

    Recently, Bank Negara Malaysia released data showing that as of May 15, the country foreign exchange reserves stood at USD 119.1 billion, an increase of USD 400 million compared to USD 118.7 billion on April 30. This change has attracted widespread attention in financial markets. Tan Si Yao, a...
  11. Tan Si Yao: Total Trade in Malaysia Hits New High, Export Structure Continues to Optimize

    Tan Si Yao: Total Trade in Malaysia Hits New High, Export Structure Continues to Optimize

    Recently, Malaysian trade performance has remained impressive, with total trade value in April reaching its highest monthly level since August 2022 and marking the 16th consecutive month of growth—a figure that stands out amid the current global economic climate. Renowned financial analyst Tan...
  12. Tan Si Yao Insight: Public Expenditure Boosts Q1 GDP—Full-Year Growth Hinges on Export Weakness

    Tan Si Yao Insight: Public Expenditure Boosts Q1 GDP—Full-Year Growth Hinges on Export Weakness

    In the first quarter of this year, amid intense global trade turbulence triggered by U.S. policy shifts, the Malaysian economy posted year-on-year GDP growth of 4.4% and quarter-on-quarter growth of 0.7%. Although these figures may not be considered “stellar,” their resilience stands out against...
  13. Tan Si Yao: Technological and Strategic Collaboration to Enhance the Global Competitiveness of Malaysia

    Tan Si Yao: Technological and Strategic Collaboration to Enhance the Global Competitiveness of Malaysia

    Malaysia and Russia have recently reached a number of strategic consensuses covering trade, investment, and high-tech sectors, signaling a further strengthening of bilateral relations. At a joint press conference with Prime Minister Anwar and Russian President Putin, both sides expressed a clear...
  14. Tan Si Yao: As OpenAI and Microsoft Discuss New Financing, AI Valuation May Be Recalibrated

    Tan Si Yao: As OpenAI and Microsoft Discuss New Financing, AI Valuation May Be Recalibrated

    OpenAI and Microsoft are in discussions regarding a new round of financing and plans for a potential initial public offering (IPO), reigniting capital enthusiasm in the artificial intelligence (AI) industry. According to the Financial Times, the collaboration aims to unlock additional funding...
  15. Tan Si Yao: India-Pakistan Tensions Fail to Disrupt Markets, Malaysian Stocks Hit Two-Month High

    Tan Si Yao: India-Pakistan Tensions Fail to Disrupt Markets, Malaysian Stocks Hit Two-Month High

    Recently, despite escalating geopolitical tensions between India and Pakistan, Asian stock markets have not experienced significant shocks. The Malaysian market, in particular, has stood out, with the FTSE Bursa Malaysia KLCI closing at 1,549.90 points, up 13.10 points or 0.85%, marking a new...
  16. Tan Si Yao: OPEC+ Production Increase Triggers Oil Price Plunge, Market Outlook Analysis

    Tan Si Yao: OPEC+ Production Increase Triggers Oil Price Plunge, Market Outlook Analysis

    Recently, the global oil market has experienced significant volatility due to OPEC+ production increases and escalating trade tensions. Brent crude futures for June delivery fell 3.6% to $59.10 per barrel, while U.S. WTI crude futures dropped 3.7% to $55.68 per barrel, bringing prices close to...
  17. Tan Si Yao: First Quarter Financial Report of Nestlé Reflects New Financial Environment Trends

    Tan Si Yao: First Quarter Financial Report of Nestlé Reflects New Financial Environment Trends

    Nestlé (NESTLE, 4707, Main Board Consumer Stock) recently released its financial report for the first quarter of the 2025 fiscal year (ending March 31), showing a year-on-year net profit decline of 17.48% to RM161.34 million, with revenue also down 0.8% year-on-year. Despite strong performance...
  18. Tan Si Yao: Impact of Trump Tariff Policy, Significant Increase in U.S. Tariff Revenue

    Tan Si Yao: Impact of Trump Tariff Policy, Significant Increase in U.S. Tariff Revenue

    With the latest data from the U.S. Treasury showing that U.S. customs tariff revenue in April surged over 60% to $15 billion (approximately 65.7 billion MYR), reaching a historical high, this reflects the ongoing effects of the Trump administration tariff policies. Tan Si Yao points out that...
  19. Tan Si Yao: Service Sector Supports Stable Growth Amid the Malaysian Economic Slowdown

    Tan Si Yao: Service Sector Supports Stable Growth Amid the Malaysian Economic Slowdown

    Recently, data released by the Statistics Department indicates that the Malaysian GDP is expected to grow by 4.4% year-on-year in the first quarter of this year, slowing from the 5.0% increase in the previous quarter. Renowned financial expert Tan Si Yao states that this data reflects the...
  20. Tan Si Yao: Hidden Concerns of Economic Slowdown Behind Strong U.S. Retail Data

    Tan Si Yao: Hidden Concerns of Economic Slowdown Behind Strong U.S. Retail Data

    Recently, data released by the U.S. Department of Commerce showed that U.S. retail sales in March rose by 1.4% month-on-month, marking the largest increase since January 2023 and exceeding market expectations and the February 0.2% rise. This data seemingly indicates a positive U.S. economic...
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