Rakuten Trade Ideas 🎯

2021-08-18 06:02:38 RakuTalk Episode 3: Day Trading TOMORROW, 8PM.

Our 3rd episode streams LIVE! over YouTube & FB tomorrow!

We’ll be sharing everything you need to know about Day Trading + August stock picks. 700 RT points* for eligible attendees.

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*T&C Apply. Open / Comment

2021-08-18 03:00:01 Rakuten Trade Ideas
InsightSeries:Tech Talk

Key take-aways and insights:-

-Outlook for Technology and Semiconductor sector remains bright with continued strong orders from smartphone and laptop shipment from the work from home trend.
-smartphone replacement and new upcoming iPhone replacement cycle is mutli-year growth catalyst riding on the adoption of 5G
-chip shortages affecting the automotive industry impacting production
-chip shortages will potentially last for the next 1-2 years even as the capacity expansion and investments by major chipmakers will take another 6-12 months before the additional capacity reaches the market
-Stricter CO2 regulations by EU government to drive sales of electric vehicle (EV) where the semiconductor value/parts are significantly higher
-Made in China 2025 self-sufficiency in semiconductor production key growth driver

Rakuten Trade Ideas
InsightSeries: Tech Talk

关键要点和见解：-

- 科技和半导体行业的前景依旧明朗，智能手机与笔记本电脑的订单在在家办公趋势上带来的出货量持续强劲。
- 智能手机更换和即将到来的新款苹果手机的更换周期将会是推动 5G 普及的多年增长催化剂
-芯片短缺影响汽车行业的生产
- 芯片短缺可能会持续至未来的 1到2 年，即使主要芯片制造商已将产能扩张及投入资金还需要 6-12 个月的时间才能将产能投放到市场
-欧盟政府拟定更严格的二氧化碳排放标准，以推动半导体价值/零部件显着更高的电动汽车 (EV) 的销售
-中国制造2025年既定目标提高半导体生产自给率将成为关键增长动力 Open / Comment

2021-08-17 03:00:00 Rakuten Trade Ideas Webinar InsightSeries: Tech Talk on 16 August 2021

Stock picks by Kenanga technology analyst Samuel Tan and his target prices.

Inari (0166) Target price RM4.80
KGB (0151) Target price RM1.30
D&O (7204) Target price RM5.50
GHLSYS (0021) Target price RM2.30

Stay tuned for our next InsightSeries: only at Rakuten Trade Ideas Webinar !

于2021 年 8 月 16 日举办的 Rakuten Trade Ideas 网络研讨会 InsightSeries：Tech Talk (第二部)

Kenanga 科技领域股票分析师 Samuel Tan 的首选股及其目标价格。

Inari (0166) 目标价 RM4.80
KGB (0151) 目标价 RM1.30
D&O (7204) 目标价 RM5.50
GHLSYS (0021) 目标价 RM2.30

请继续留守我们下一个 InsightSeries，此活动仅在 Rakuten Trade Ideas 网络研讨会！ Open / Comment

2021-08-16 12:05:02 Just a gentle reminder!
Don't forget to join us tonight!

Stay Home Stay Safe. Open / Comment

2021-08-16 10:07:09 Did you know that Kobay Technology Bhd (6971) has gone up +50% (from RM3.37 to RM5.08) after our Rakuten Trade Ideas Webinar on 8 July?

Is there more upside ahead?

*Based on today's intra-day high of RM5.08 Open / Comment

2021-08-16 03:00:00 Rakuten Trade Ideas Webinar InsightSeries: Tech Talk on 12 August 2021

Stock picks by Kenanga technology analyst Samuel Tan and his target prices.

MPI (3867) Target price RM47.50
PIE (7095) Target price RM3.30 (upgraded today to RM4.15)
SKPRES (7155) Target price RM2.40

Join us tonite 8pm on FB live for the continuation of InsightSeries: Tech Talk and more stock picks! Stay tuned!

于2021 年 8 月 12 日举办的 Rakuten Trade Ideas 网络研讨会 InsightSeries: Tech Talk

Kenanga 科技领域股票分析师 Samuel Tan 的首选股及其目标价格。

MPI (3867) 目标价 RM47.50
PIE (7095) 目标价 RM3.30 (今日上调至RM4.15)
SKPRES (7155) 目标价 RM2.40

今晚 8 点记得加入我们的脸书直播，继续下半部 InsightSeries: Tech Talk 以及更多首选股！敬请关注！

InsightSeries :Tech Talk (Part2) FB Live Link:
https://www.facebook.com/1859173861029267/posts/2980665225546786/ Open / Comment

2021-08-12 12:00:04 Rakuten Trade Ideas Webinar series

We’ll be streaming our 1st InsightSeries over FB Live tonight!

Everything you need to know about the Technology Sector and hot stock picks for the sector.

Don't forget to join us tonight!

To Join FB Live visit:
https://www.facebook.com/1859173861029267/posts/2977869472493028/ Open / Comment

2021-08-12 03:00:00 Key take-aways and insights from Inari Amertron Bhd (0166) Executive Director & CEO Lau Kean Cheong on Rakuten Trade Ideas Webinar last nite.

-Malaysia's largest market cap technology stock at RM13.06bn setting sights on being in the KLCI Index constituents
- their major US customer's up-coming launch of 5G phones (next 6-months orders very encouraging) expecting results for next 2 quarters to remain strong
-private placement which raised RM1bn bringing its total cash pile to RM1.9bn is set for major M&A activities
-new plants P34 (50% utilisation) and P55 capacity is expected to be filled within 1 year (currently new customer set up pilot production line)
-already looking for land for further expansion
-management to continue riding on semiconductor supercycle boom
-ESG compliance inclusion in FTSE4Good Bursa Malaysia Index

Inari Amertron Bhd (0166) 执行董事兼首席执行官 Lau Kean Cheong 在Rakuten Trade Ideas 网络研讨会上的重要见解。

- 大马市值最大的科技股，市值达 RM13.6bn ，目标是被纳入富时隆综指成分股
- 他们的主要的美国客户即将推出 5G 手机（未来 6 个月的订单非常令人鼓舞）预计在未来两个季度的业绩将保持强劲
- 通过私募筹集了 RM1bn ，使其现金总额达到 RM1.9bn ，将用于主要并购活动
-新工厂P34（已达50%利用率）和新工厂P55的产能预计将在1年内填满（目前新客户已设立中试生产线）
- 正在寻找土地，以进行扩张
-管理层继续受惠于着半导体超级周期热潮
- ESG 合规性纳入 FTSE4Good Bursa Malaysia 指数 Open / Comment

2021-08-11 12:03:03 Just a gentle reminder!
Don't forget to join us tonight!

Stay Home Stay Safe. Open / Comment