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Overview
Financial Highlight
HeadlinesBusiness Background Malaysian Pacific Industries Bhd is an investment holding company. The company along with its subsidiaries is engaged in manufacturing, assembling, testing and sale of integrated circuits, semiconductor devices, electronic components and leadframes. The group's operating and reportable segments are geographical segments by location of customers. It covers Asia; The United States of America (USA); and Europe, where it generates most of its revenue. The company's subsidiaries include Dynacraft Industries Sdn Bhd (Dynacraft) and Carsem (M) Sdn Bhd (Carsem).
  tikcus Tsla just posted some bad numbers but market is still not dumping...followed by Mr T remarks and new SEC chairman...market seems to be calmer...we have Mr T meeting Xi in May and FOMC...hope good news ahead and we can see smiles everywhere... 23/04/2025 9:11 AM mf Dow Jones Dow Jones Industrial Average 40,141.24 +954.26 2.43% Nasdaq NASDAQ Composite 16,908.14 +607.72 3.72% 23/04/2025 9:41 PM gooman Trump says China tariffs will ‘come down substantially,’ hinting at potential U-turn 23/04/2025 9:52 PM  SinGor Bloomberg China Says US Should Revoke All Unilateral Tariffs, Denies Talks ________________________ China plays HardBall----Manyat susah for Trump to swallow--I think show continue 24/04/2025 5:02 PM tikcus Mr T loosen the grip on Cn balls...but now Cn squeezing Mr T's balls...haha see who can tahan longer...until someone start screaming, the music still continue to play... 25/04/2025 10:45 AM gooman [Beijing, April 25 – Reuters] At a meeting held on the 25th, the Political Bureau of the Communist Party of China (CPC) Central Committee expressed its intention to support companies and workers most affected by high tariffs imposed by the United States, according to state-run Xinhua News Agency. Anticipating a prolonged trade war with the U.S., the bureau reaffirmed its policy to maintain domestic stability through accelerated government bond issuance, financial easing, and employer support to safeguard employment. There was no new announcement regarding an increase in government bond issuance beyond the plan approved in March. Zhang Zhiwei, Chief Economist at Pinpoint Asset Management, commented, “So far, the Xi administration does not seem to be in a hurry to launch large-scale policy stimulus. It takes time to monitor and assess the timing and magnitude of trade-related shocks.” According to Xinhua, the Politburo meeting emphasized the need to flexibly implement new measures in response to developments, continually refine policy tools, and stabilize employment and the economy. It called for a comprehensive plan for a "worst-case scenario" and concrete measures to strengthen the economy. To stabilize employment, the meeting proposed increasing the refund ratio of unemployment insurance funds for companies seriously affected by tariffs. The statement also said, “Multiple measures should be taken to support companies facing difficulties. We must strengthen financial support and accelerate the integration of domestic sales and foreign trade.” 25/04/2025 5:57 PM tikcus Us Tech is moving, good sign…Tsla 🤘…sentiment improving…hope more good news to come… 26/04/2025 6:39 AM swissvillage Tariff Cuts Possible After Malaysia, US Begin Talks – Economist https://www.bernama.com/en/news.php/crime_courts/target='_blank'?id=2416758 26/04/2025 1:33 PM BarrettTeo suddenly uptrend for MPI ... next quarterly result will be very good ? 28/04/2025 3:05 PM tikcus exciting times now on how macro is setting up...and geopolitical movements...the more i read the more interesting it is...with now focus is India/Pakistan/Trump/China...Zelensky meeting with Trump, what was discussed...hmmm...very interesting...many conspiracy theory going around, most interesting is the epstein list...juicy juicy 29/04/2025 12:10 PM tikcus May will be exciting month. all eyes on FOMC on feds future actions...whether feds will pivot in May...if not then have to see...like it or not every country is also waiting for the US feds to pivot, then they can follow 30/04/2025 2:54 PM tikcus looking back at those trolls, keep price calling lower and lower and lower...how dumb they sound...probably deleted their posts, then change name and keep trolling,...that is the way it is and a lot of them find it empowering when they do that and coincidently they get it right sometimes...keyboard warriors are everywhere...warriors behind the screen spreading fear, trolling, talking cow dung... we need to do better, its not a nice world out there...keep to your own research and stick to your own investment plan...again its all read read read and stay updated and informed... 30/04/2025 3:19 PM investorbat Bought some average 15+,waiting to buy more from retracement. Unfortunately waited for 4 days pun tak jatuh,needs more than half a millions share transaction to break above high 19.14.Hopes can come down a bit before break previous high of 19.14.Foreign funds withdrew from US market due to lower interest rate and dollar, back to SEA market,you can see those big cap/blue chips rising pass 1 week 30/04/2025 3:55 PM tikcus Usa gdp -0.3 1qtr…panic sellers all over…but i feel the dip will be shortlived (i hope)…lets see… 30/04/2025 8:58 PM tikcus Could be a blessing in disguise, more pressure on JPow to pivot maybe hahaha 30/04/2025 9:05 PM gooman Stock futures rose on Wednesday after two Big Tech players posted quarterly results. Futures tied to the Dow Jones Industrial Average climbed 138 points, or 0.3%. S&P 500 futures jumped 0.8%, while Nasdaq 100 futures gained 1.3%. 01/05/2025 8:08 AM tikcus FOMC next week, all eyes will be on the Feds...but now everyone is looking for ques on how feds will react...we hoping for the best but i think we are in it for some good news...if Feds wont act, then it will be the Treasury to pump liquidity...Cn is considering negotiations now...everyone knows they cant drag it too long (esp Mr T and Mr X)...lets hope for the best...stay updated... 02/05/2025 10:01 AM gooman https://www.bloomberg.com/news/articles/2025-05-04/trump-signals-willingness-to-lower-china-tariffs-at-some-point?embedded-checkout=true 05/05/2025 10:56 AM gooman Global Semiconductor Sales Increase 18.8% in Q1 2025 Compared to Q1 2024; March 2025 Sales up 1.8% Month-to-Month 05/05/2025 10:11 PM gooman Trump’s Policy Outlook and Impact on the Nasdaq-100 (2025–2026) 1. Policy Outlook (Late 2025) To gain an advantage in the 2026 midterm elections, President Trump is likely to aggressively promote tax cuts and deregulation starting in the second half of 2025. Tax Cuts: Expected reductions in corporate and personal income taxes, potentially revisiting or expanding the 2017 Tax Cuts and Jobs Act. Deregulation: Focused especially on the AI sector, energy industry, and big tech, rolling back Biden-era restrictions. Private Sector Emphasis: Policies favoring private investment over government spending (e.g., infrastructure). 2. Economic Impact Timing: If policies are implemented from July–December 2025, effects are likely to appear in spring or summer 2026. Expected Outcome: Corporate earnings and employment may improve notably by early 2026, allowing Trump to showcase a "strong economy" leading into the November midterms. Risks: Inflation resurgence, particularly in energy and housing. Legislative gridlock if Congress delays or blocks key measures. 3. Nasdaq-100 Impact Investor Sentiment Boost: Policy momentum could improve market confidence, especially in the tech-heavy Nasdaq-100. Timing: A potential new all-time high between November 2025 and May 2026, with a 50%+ probability. Sectors Benefiting: AI, cloud computing, semiconductors, and consumer tech giants (e.g., NVDA, MSFT, AMZN) may see strong upward momentum. 05/05/2025 11:06 PM gooman https://www.bloomberg.com/news/articles/2025-05-06/chinese-trade-flow-resilient-at-end-of-april-despite-us-tariffs?embedded-checkout=true 06/05/2025 10:06 PM tikcus Feds seems to stay put, wait and see...seems like they are waiting for something to break...there is already alot of stress on the banking sector, private credit and commercial real estate...JP seemed calm, but there is immense pressure...the credit cycle is breaking down...maybe he needs some panic breakdown for him to emergency cut...lets see...nevertheless, good news to load up more while waiting... 08/05/2025 2:50 PM gooman US move to ease curbs on chip exports an opportunity for Malaysia https://www.nst.com.my/business/economy/2025/05/1213926/us-move-ease-curbs-chip-exports-opportunity-malaysia 10/05/2025 6:05 PM gooman Volodymyr Zelensky has said it was a "positive sign" that Russia was considering ending the war in Ukraine, after Russia offered "direct talks" this coming Thursday. His comments come after Russian President Vladimir Putin invited Ukraine to take part in "serious negotiations" in a late-night address. But the Ukrainian president said: "We expect Russia to confirm a ceasefire - complete, lasting and credible - starting tomorrow, 12 May, and Ukraine is ready to meet." 11/05/2025 7:48 PM tikcus We probably gonna have a nice opening tomorrow 👍…futures up up up…tsla +5% at moment 🤭 12/05/2025 11:16 AM gooman Global stock markets are rapidly recovering. Progress in bilateral trade negotiations, such as those between the US and the UK or the US and China, has pushed about 80% of the world's stock markets above the levels seen before the announcement of "reciprocal tariffs" last week. Investor sentiment has quickly shifted from pessimism to optimism, though some are expressing concerns about the rapid pace of the market's rebound. 12/05/2025 8:54 PM tikcus Tsla very strong, heading back to ATH maybe...but waiting for retracement to buy...COIN just got included in S&P and price rally (same as MSTR and PLTR rally above and stay above)...unlike in ahem... market is so big and so many opportunities...best to diversify and focus on the main characters...rather than kelefe characters... 14/05/2025 8:43 AM troy88 Nasdaq always return to bull eventually. Pathetic bursa always have to depend on US market go bull then only can recover some 14/05/2025 9:26 AM tikcus Liquidity will definitely flow to Nasdaq first then to others…everyone expects a bear and very few can see that mr T have so many tools to prevent that…bursa will always be laggard, much dependent to operators/manipulators as market is small…thats why there is plentiful of sifus out here, pushing/pressing prices…if u are not in their inner circle u will be the losing end… That is why i always say, u look out for yourself and do your own reading and study…ur fate is in your own hands…u decide for yourself the credibility of source…just as i am doing for MYSELF…ignore the noise and bs… 14/05/2025 10:59 AM tikcus All eyes on feds (they are delaying it till the very last moment to cut, no one knows when and it will be a surprise), Once feds cut rates, every country will print (well they already are printing because cannot tahan already), especially Cn…then its risk on time…its a matter of timing…all is IMO only…make your own judgement 😬 14/05/2025 11:27 AM tikcus Tsla 220 was the best catch ever hehe looking forward to few X…watchiut for space-x ipo (i hope!)🙏 14/05/2025 11:34 AM tikcus note:- when risk on comes, its crypto time...liquidity may come from gold and flow into risky assets i.e. crypto... 14/05/2025 11:48 AM Jack888 Semiconductor Sector - Global Semiconductor Sales Continue to Rise Source : TA, Price Call : BUY, Price Target : 29.30 15/05/2025 10:54 AM gooman BofA’s Hartnett Says EM Stocks Will Outperform Everything Else Emerging-market stocks are “the next bull market” as they benefit from a weaker dollar and an economic recovery in China, according to Bank of America Corp.’s Michael Hartnett. The MSCI Emerging Markets Index excluding China is up 20% from April lows and is set to break out of a 20-year trading range. https://www.bloomberg.com/news/articles/2025-05-16/bofa-s-hartnett-says-em-stocks-will-outperform-everything-else 16/05/2025 9:14 PM Dehcomic01 The Price of Progress: MPI’s Growth vs Return Compression Malaysian Pacific Industries (MPI) today is a globally competitive, innovation-driven OSAT provider with a growing focus on power electronics and next-generation technologies. Over the past six years, MPI has evolved from a traditional OSAT-focused manufacturer into a sustainability-integrated, digitally enabled partner aligned with global megatrends such as EVs, renewable energy, and advanced power semiconductors. This transformation has been underpinned by strategic ESG leadership, strong global customer orientation, enhanced R&D capabilities, and a resilient, skilled workforce. In line with this strategic shift, revenue and PAT grew at a CAGR of approximately 6% over the period. However, revenue growth did not translate into proportionately higher PAT due to declining gross profit margins and rising selling, general, and administrative (SGA) expenses. At the same time, capital employed grew faster than PAT, resulting in a decline ROE. While this declining ROE trend is common across the sector, MPI continues to outperform peers on a relative basis. That said, the market appears to have priced in concerns about MPI’s declining returns. So, while MPI stands out on a peer-relative basis, from an investment risk perspective, it falls into the Gem quadrant of the Fundamental Mapper — reflecting strong business fundamentals but a market valuation that is cautious about future profitability. 05/06/2025 7:33 AM  | |
