公积金，国民投资总局，国库控股同时重仓持有的的股票有哪些？哪个公司是大马股市的护国神股？【谈股论今 158】

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陈剑老师投资教育频道

Күн бұрын

Пікірлер: 60

@MajesticStream 7 ай бұрын

陈剑老师说一说 99 Speedmart要上市的分析。

@NCC_NO-COMMENT-CHANNEL 7 ай бұрын

Nestle, KLK, TNB, MAYBANK, Petronas

@ting8670 7 ай бұрын

老师，我之前好像看过maybank 10年return(包括了dividend)是60多%,是吗？

@hausever1226 7 ай бұрын

陈剑老师你好，请问当年senheng 上市很多分析师都看好。可以分析一下，现在跌到3毛钱可以捡便宜了吗？

@AlfredChenOfficial 7 ай бұрын

坦白讲我也有留意到，不过，有没有一种可能，当时公司IPO盛装登场，分析师帮忙“搽姿荡粉”，现在才是卸妆后的真容呢？

@kuokkae 4 ай бұрын

人家 O2O model 问看看做的怎样了

@Stearry 7 ай бұрын

MAYBANK, Petronas (CHEMICAL / gAS), Nestle, KLK, TNB,

@jldontlosephone4833 7 ай бұрын

我觉得 sime darby 也算神股.不知道我的看法对不对？

@evergreenpharmacy9455 7 ай бұрын

希望老师可以讲一讲 Prolintas IPO。。

@AlfredChenOfficial 7 ай бұрын

尽情期待！

@xiaomashitu 7 ай бұрын

也期待 EXSIM 集团快点上市 =）

@mryfw 7 ай бұрын

LTAT最近有些“内部调查”... Khazanah实际上拥有蛮多国际大公司的明显持股...

@hagarhagar2695 7 ай бұрын

I am very puzzled why the dividend difference of conventional vs shariah is only 0.1%. While the official explanation given was technology stocks performed very well in 2023, does it mean conventional epf fund not invested in technology stocks? That wouldn’t make any sense. And if conventional fund did indeed invested in technology stocks, and coupled with banking stocks then conventional fund return should outperform shariah by higher percentage. Any idea why Sifu Chen.

@leolow2057 7 ай бұрын

Political tools

@user_cv8wysmstt 7 ай бұрын

Maybe both invest in technology stocks?

@kenwong8822 7 ай бұрын

The conventional return definitely more than 5.5%, possibly they pump the partial return into shariah so that the gap not so obvious??

@klnyon 7 ай бұрын

銀行股也可以成為護國神股，是馬來西亞的不幸。我寧願護國神股是製造業或科技業。至少可以幫國家賺外匯，穩住馬幣。

@AlfredChenOfficial 7 ай бұрын

作为一个发展中国家，这并不羞耻，是必经之路来的，但未来10年，大马的半导体行业能否再上一层楼，就是关键了

@klnyon 7 ай бұрын

@@AlfredChenOfficial 只好繼續努力往前邁進。希望科技版塊能大放異彩。

@nonofight5394 7 ай бұрын

我们只有OSAT相关的公司能上，不像台湾有TSMC，真正的护国神山

@林健雄-e6i 7 ай бұрын

老师：请问Pm 是不是公司

@waichongng9241 7 ай бұрын

PMHLDG 1287..是上市公司

@sallygoh7712 7 ай бұрын

老师，收购pm holding的是exsim hospitality (EHHSB). 不是Exsim 发展商. 误导了😅

@AlfredChenOfficial 7 ай бұрын

是的，我也有看到exsim集团的澄清文告

@lot2352 7 ай бұрын

很会講但是交不出好的成绩

@paullim7668 7 ай бұрын

手头如果有松动的钱可以放进EPF，享受复利，好过买股票。

@AlfredChenOfficial 7 ай бұрын

对于没经验的新手，又想用被动方式理财，你的讲法是成立的，我认同

@MaxLau82 7 ай бұрын

REIT 的複利也是蠻香的，6%到7%一年不是夢

@yangtombb6087 6 ай бұрын

馬來西亞股市需要更多的大企業，一個大產業集群例如半導體，我們在90年代的股市市值是一個人打台灣+韓國一打二不落下風，現在單挑都要被碾壓了…馬股市值連泰國都不如，雖然他們的股王其實也是台灣公司子公司😂😂

@AlfredChenOfficial 6 ай бұрын

泰国的股王是哪个公司？我还真没研究过呢

@yangtombb6087 6 ай бұрын

@@AlfredChenOfficial 泰達電，台達電子公司

@AlfredChenOfficial 6 ай бұрын

@yangtombb6087 学到了！谢谢！

@yangtombb6087 6 ай бұрын

@@AlfredChenOfficial 不客氣，我很喜歡看老師的分析

@cthgbs6267 7 ай бұрын

Given the situation that the Ringgit has depreciated 50% over the last 10 years, and EPF dividend yield is only around 5.5%. The dividends that we receive can only offset the Ringgit's depreciation. There is nothing to gain from saving money in EPF. I will withdraw all my EPF money when I reach 50 & 55 years old respectively. Look that how the government borrows money, every year they need to borrow more than 100 billion Ringgit due to budget deficit. Therefore, I do not see any hope that the Ringgit will be able to strengthen in the future.