09 May 2018, Malaysia welcome their first democracy in transition of power peacefully with Tun Mahathir sworn in second time as Prime Minister of Malaysia. Tun Mahahthir with age 93 set to become the oldest Prime Minister in Malaysia. He also created the history to become the first leader who jump over opposition and able to overthrow the government in recent history. This winning also consider people winning where Malaysia people choose to change the government after so much suffer under the control of Barison Nasional for 61 years. Therefore the end of the longest continuing ruling coalition party in the democratic world become the new beginning for the new ruling party Pakatan Harapan.
This change not just give hope to all Malaysian for a brighter future and also give the Asian region government an alarming alert where people have the power to change if the current government cannot take care the people well.
Long term market prospect will depend on the policy set up by Pakatan Harapan. If they are able to create a fair and clean platform to rule the country, this definitely will bring Malaysia economy going into another new area for next ten years. Short term market will be a trading market where share price up or down mostly depend on news announce by government, news announce by company and quarterly result. Therefore we foresee any big sell is buying opportunity for Malaysia market.
Malaysia current strength are government is cleanliness, all minister come from good education background and more professional, government lead by well experience leader Tun Mahathir, high crude oil price and people are ready to rebuilt the country. However current weak for Malaysia are, huge debt (around RM1 Trillion), credit rating might cut by world rating agency, 1MDB debt default, ongoing project cancel might lead to huge compensation, foreign fund keep selling Malaysia shares and subsidy to people. All the weakness take time to settle and it wont be solve immediately therefore the market will keep on flip flop but support by local fund manager.
马来西亚人民成功在二零一八年五月九号推翻了执政61年的国政阵线。敦马哈迪成为了马来西亚史上唯一一位能够两次宣誓就任首相的领导人。他也是近代历史里唯一一位跳槽到反对党然后成功把自己曾经领导多年的执政联盟推翻的最高领导人。
马来西亚成功迎来了史上第一次的和平转移政权后，未来的五到十年里新政府如果能够公平与廉洁施政的话长期看好马来西亚的股市。短期的股票市场会是比较波动的毕竟现任政府需要清理以及改善前朝政府留下的毒瘤。这样的市场适合大跌买进逢高套利。
Long term market prospect will depend on the policy set up by Pakatan Harapan. If they are able to create a fair and clean platform to rule the country, this definitely will bring Malaysia economy going into another new area for next ten years. Short term market will be a trading market where share price up or down mostly depend on news announce by government, news announce by company and quarterly result. Therefore we foresee any big sell is buying opportunity for Malaysia market.
Malaysia current strength are government is cleanliness, all minister come from good education background and more professional, government lead by well experience leader Tun Mahathir, high crude oil price and people are ready to rebuilt the country. However current weak for Malaysia are, huge debt (around RM1 Trillion), credit rating might cut by world rating agency, 1MDB debt default, ongoing project cancel might lead to huge compensation, foreign fund keep selling Malaysia shares and subsidy to people. All the weakness take time to settle and it wont be solve immediately therefore the market will keep on flip flop but support by local fund manager.
马来西亚人民成功在二零一八年五月九号推翻了执政61年的国政阵线。敦马哈迪成为了马来西亚史上唯一一位能够两次宣誓就任首相的领导人。他也是近代历史里唯一一位跳槽到反对党然后成功把自己曾经领导多年的执政联盟推翻的最高领导人。
马来西亚成功迎来了史上第一次的和平转移政权后，未来的五到十年里新政府如果能够公平与廉洁施政的话长期看好马来西亚的股市。短期的股票市场会是比较波动的毕竟现任政府需要清理以及改善前朝政府留下的毒瘤。这样的市场适合大跌买进逢高套利。
以上纯属个人分析与评论，如有任何疑问，欢迎与我交流讨论。任何股票买卖建议输赢绝对不负责。
From：林友志 （Lim Yu Chee)
