🚀 BUDGET 2025 MALAYSIA THEME STOCKS 🚀



💥 Pre-Rally Alert 💥: Stocks to watch in anticipation of Budget 2025 on 18 Oct 2024:

1️⃣ Infrastructure 🏗
Transportation Projects → MRT 3, Penang LRT 🚆
Water Infrastructure → Pipe replacements, filtration, flood control 💧
Key Stocks: SUNCON, GAMUDA, IJM, RESINTC, ENGTEX, MCEMENT

2️⃣ Sarawak 🌴
More Allocations → Infrastructure and energy projects in Sarawak 🌱
Renewable Energy → Focus on East Malaysia's green projects ♻️
Key Stocks: IBRACO, PANSAR, CMSB, AFFIN

3️⃣ Johor 🏙
Tax Incentives → Johor-Singapore Special Economic Zone and Special Financial Zone 🏭
First-Time Homebuyer Discounts 🏡
Key Stocks: UEMS, IOIPG, KSL, CRESNDO

4️⃣ Cybersecurity 🔒
Cybersecurity initiatives → More funding and subsidies for cybersecurity measures.🖥
Key Stocks: LGMS, CLOUDPT, INFOTEC

5️⃣ Food 🍗
Subsidy Removals → potential removal of egg and sugar price subsidies and ceiling prices 🍳
Tax Hike → Sugar-sweetened beverage taxes 🥤
Key Stocks: TEOSENG, PWF, MSM

6️⃣ Palm Oil 🌴
Windfall Tax Cut → Likely increase in threshold 📉
Key Stocks: SOP, TAANN, JTIASA

7️⃣ Electronic Invoices 🧾
Phased Rollout → eInvoice for businesses 💼
Key Stocks: ADB, PANDA, IFCAMSC

8️⃣ Renewable Energy 🌞
Growth in Renewables → LSS5, Floating solar, EV charging 🌱
Key Stocks: SLVEST, SAMAIDEN, SCGBHD

9️⃣ Tech & Manufacturing 💻
Incentives for High-End Manufacturing → Semiconductor industry growth 🔧
Key Stocks: KGB, AME, INARI, MPI

$IBRACO / 5084 (IBRACO BERHAD) $SCGBHD / 0225 (SOUTHERN CABLE GROUP BERHAD) $JTIASA / 4383 (JAYA TIASA HOLDINGS BHD) $TEOSENG / 7252 (TEO SENG CAPITAL BERHAD) $UEMS / 5148 (UEM SUNRISE BERHAD)