Technology Sector 02 (Jun 16 - Dec 25)

[winston]

Technology – Malaysia Penang Insights: Maintaining Resilience, Growth Visibility Improves

Our Penang trip suggests that despite a fluid landscape, end-customer orders across most players remain largely intact, with no major cancellations or pushbacks.

We believe this resilience is underpinned by a cohesive ecosystem, geographic neutrality and robust talent and vendor pool built over the years − providing a competitive edge amid global shifts.

An attractive risk-reward proposition underpinned by improving growth visibility supports our sector OVERWEIGHT call.

Source: UOBKH

https://research.uobkayhian.com/content ... e=hs_email

[winston]

Malaysian tech sector braces for 3Q earnings test amid sky-high valuations — HLIB Research

Sector valuations have already rerated sharply (KLTEC +63% since April lows), leaving little room for error and placing stricter scrutiny on both earnings delivery and guidance this time around.

HLIB advised investors to take a selective approach, favouring companies with resilient recurring revenue bases, such as ITMAX System Bhd (KL:ITMAX) and SMRT Holdings Bhd (KL:SMRT).

It also recommended direct exposure to the robust front-end semiconductor equipment market, namely Frontken Corporation Bhd (KL:FRONTKN) and UWC Bhd (KL:UWC)

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/774122

[behappyalways]

Google's quantum computing breakthrough: "Quantum Echo" achieves the world's first verifiable quantum advantage, 13,000 times faster than a supercomputer

Google量子運算新突破!"量子迴聲"實現全球第一個可驗證性量子優勢 更比超級電腦快1.3萬倍｜非凡財經新聞｜20251023

https://m.youtube.com/watch?v=uZvSKe8K7 ... YKAYcqIYzv

[behappyalways]

Watch: Modular Energy Pioneer Nano Nuclear Begins Drilling First Reactor In Illinois
https://www.zerohedge.com/markets/watch ... university

[behappyalways]

Did you know that $MSFT has 41.59% of global anti-virus marketshare?
https://x.com/Mayhem4Markets/status/1982196019342221319

[behappyalways]

China Deploys World’s First Commercial Supercritical CO2 Power Generator
https://www.zerohedge.com/markets/china ... -generator