Tteffub Nerraw's comment on FBMKLCI. All Comments

Tteffub Nerraw
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2025年,特朗普可能会遇到领导力和个人事务上的挑战。要小心身边的人,包括他的朋友和敌人。他可能会面临和梅拉尼亚、埃隆·马斯克以及MAGA美国民众的一些问题。

至于安华,虽然全球不确定性影响下,马来西亚可能保持稳步发展,没有大起大落,但也有成长潜力。他得小心应对这些挑战,避免被人误导或掉进一些更狡猾势力设下的陷阱。我仍然看好能源板块。

总体来说,美国会专注在能源和人工智能技术领域,避免投资绿色科技。马来西亚则会重点发展特区JS-SEZ、基础设施和物流行业,同时关注“一带一路”和绿色科技的机会。

如果你打算投资,可以关注一些科技相关的股票,因为中国也有意在人工智能领域追赶美国。同时,继续关注可再生能源、金融行业,以及靠近开发区的房地产。尽量避开零售行业和石油天然气领域的高波动性,因为这些行业通常需要更高的风险和回报。我是看好石油。
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Tteffub Nerraw
一年后才能知道我是否正确。
Like · 4 months · translate
Tteffub Nerraw
历史会重演,特朗普其实也没什么特别的。很多王朝都是这样,崛起之后总会衰落,所以他的结局其实可以预测。就像清朝,虽然他们成功统一了中国,做了几百年的皇朝,但他们打天下的方式很惨。打仗时杀了很多人,烧了很多城,搞到社会一团糟。而且他们还强迫汉人改发型,剃光头前面留个辫子,不听话就砍头,这样搞到很多人很不爽。
他们还压制汉人的文化,很多明朝的人被边缘化或者干掉。虽然他们的目的是要稳定国家,但这种做法伤害了很多汉人的心,几代人都记得这份痛。有些人觉得这是为了大局无奈之举,但也有很多人觉得他们太残忍了,做法太过了。
简单来说,清朝打赢了,但过程很毒辣,留下了很久的后遗症。
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Like · 4 months · translate
Tteffub Nerraw
想象一下,如果特朗普对所有国家的产品都征收100%关税,等于逼所有美国人只能买美国制造的产品。然后如果全世界其他国家也对美国公司征收100%关税,那会怎样?

很简单,像Apple、Tesla这种美国公司,在全球的销量会直接归零,因为它们的产品会变得超级贵,没人会买。反而,Samsung、Huawei、BYD这些公司就会趁机抢下所有被美国公司丢掉的市场份额。当然,这些公司也会失去美国市场的客户,毕竟美国是全球最大消费市场,这会导致它们的利润大跌。

再想象一下,如果Apple决定在中国建更多工厂,专门生产卖给亚洲市场的iPhone,那Apple就要砸大钱扩张,同时也会带动当地经济,创造更多工作机会给本地企业。

简单来说,特朗普的策略是在逼美国和全球企业把钱砸回美国,但同时也会逼迫美国公司去那些对美国征收100%关税的国家扩张投资。所以,长远来看,全球的供应链和生产模式可能会被彻底改变,比如现在已经有消息说Apple考虑在印尼建iPhone工厂,就是一个很好的例子。
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Like · 3 months · translate
Tteffub Nerraw
特朗普现在的100%关税政策,逼得全球公司必须在不同地方开两个工厂,一个是在美国,专门生产卖给美国市场的东西,这样就可以避开关税;另一个是在海外,像是中国、印度、印尼这些地方,生产卖给其他国家的产品。举个例子,苹果可能会在美国建厂,生产只卖给美国的iPhone,然后在中国或印度建厂,生产卖给亚洲、欧洲等地的iPhone。结果会怎么样呢?美国会有更多的工厂,创造更多工作机会,但美国公司为了避税,会把生产线搬到海外,反而那些国家也会受益。双工厂的成本会高,最终可能会提高产品价格,影响利润,全球供应链也会被分开,效率会下降。总的来说,特朗普想保护美国制造业,但公司不会坐以待毙,反而会通过这个双工厂模式来适应变化,继续做生意。要让马股表现好,我们需要聪明的部长来看到这个趋势。如果你能抓住机会,回报会很大。但现在,先放下“超人心态”。超人家族总是会受伤的。

哈哈,感觉特朗普就像在原地打转,一边想保护美国利益,一边反而搞乱了局面。最后就像只不知方向的鸡乱跑!
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Like · 3 months · translate
Tteffub Nerraw
要保护本地公司对抗美国关税,关键就是 以牙还牙。首先,对美国公司征收同等关税,把收来的钱用来补贴受影响的本地企业,确保它们不会因为额外成本而被迫涨价,保持竞争力。例如,若马来西亚手套公司被特朗普政府加税,政府可以利用对美国产品的关税收入来补贴这些公司,确保它们的价格维持稳定,继续在国际市场竞争。这样,美国占不到便宜,本地企业也不会吃亏,实现双赢!Malaysia must subsidies US imposed Tariff on local export. Malaysia must implement equal amount on tariff on US import and use it as subsidies for local export.
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2 Like · 3 months · translate
Tteffub Nerraw
不是你的战争,不要到处充英雄、逞口舌之勇。攻击一个国家有很多种方式,包括让它的股市崩盘。祝你好运。
Like · 3 months · translate
Tteffub Nerraw
他是加沙超级英雄。。
我不是英雄。这六个月我会观望,只会小额投资,捡捡落刀。
Like · 3 months · translate
Tteffub Nerraw
做好事不用讲多。做慈善时,右手不要给左手知道。要低调。
有时候,帮人不一定要讲意见,可以静静地暗中捐钱。
Like · 3 months · translate
Tteffub Nerraw
最好留一点子弹等七月涨停。
Like · 3 months · translate
Tteffub Nerraw
明白,不同策略 Hehe
Like · 3 months · translate
Tteffub Nerraw
你all in时,是用100%身家还是10%身家?
有个富二代一直越跌越买,但他最多只拿10%身家来炒股allin。(Play It Safe)
Like · 3 months · translate
Tteffub Nerraw
那些大公司被外资大卖的原因,其实就是他们终于发现,这些公司不是为了给投资者赚大钱,而是来做大慈善的。
Like · 3 months · translate
Tteffub Nerraw
soridarity with klci. Hike utility kaw kaw, hike dividend tax, hike tax, hike min wage, hike epf contribution, cut petrol subsidies... boycott sana sini.. voice sana sini.. brics sana sini.. lol..just wait for the election... i bet 60% chance of lossing.. opposition is smilling... the main question now, do you u turn now or let opposition u turn for you. haha
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Like · 3 months · translate
Tteffub Nerraw
Gao Gao, Gao Gao, BursaMarket Gao Gao Deals!
Like · 3 months · translate
Tteffub Nerraw
Bro, you invest like institution. Very rich ya you.
Like · 3 months · translate
Tteffub Nerraw
US basically said Ukraine have to accept defeat because they are weak. It no longer matter if they are right or wrong. Time to wake up. If you let charity mindset running, letting your people to be weak globally, and you invest very little on military, thinking some first world countries army will come save you, one day you don't have a country. Remember Ukraine president only have a voice. But Voice alone can't save a country. When speaking on global issue, better remain silent. Or else, when the real war comes, you will be like Zelenskyy. Remember invader can comes anytime, next year, next 5 years or 50 years, are you sure what you have is yours forever?

Who is right and who is wrong? I bet in a court, the one who first hit another is consider wrong. But in a global scale, there is no court. There is a imaginary court. Of cos, there are some who donate weapon to see you fight and see you beg them. So they feel like God.
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Like · 3 months · translate
Tteffub Nerraw
The infamous Trump said he will put 100% on BRICS who attempt to bypass USD. But today, he is bypassing USD by investing in 5 crypto. Anyway, this is good news, crypto was created to fool the US Trillionaire. I am very happy that they caught the traps. To those who hold bit coin, make sure you sell all before Trump term end.
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Tteffub Nerraw
Trump cuts USA spending to buy Crypto. Hahahahaha, destroy US currency. Make America Slave Again!!! Go GO Go
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Tteffub Nerraw
Trump in US Congress address :Reciprocal tariffs against India and S.Korea from April 2.
Like · 2 months · translate
Tteffub Nerraw
今天起 maybe 是因为 got semicon activity 啊。或者 like I say,Fund manager 不能 hold cash 太久,除非他们要还钱给 investor 去放 FD。下一个风险是四月,那之前应该没什么 unexpected risk 啦,April 2 之前应该 ok。
Like · 2 months · translate
Tteffub Nerraw
幸好 BNM 没有加利率,这对市场是最好的决定。从现在到 4 月 2 号,暂时没啥大风险,基金经理应该会开始进场投资了。
1 Like · 2 months · translate
Tteffub Nerraw
Trudeau not willing to lift Canada’s retaliatory tariffs if Trump leaves some tariffs on Canada. Canadian Prime Minister Justin Trudeau has made it clear that Canada will not lift its retaliatory tariffs on the U.S. unless President Donald Trump removes all U.S. tariffs on Canada. Trudeau's position, supported by other Canadian officials, reflects a firm stance against partial tariff reductions. Trump recently imposed new tariffs on Canada, Mexico, and China, sparking retaliations from these countries. Despite some U.S. industries lobbying for tariff exemptions, Trudeau and Ontario Premier Doug Ford emphasized the need for zero tariffs. Canada has also expressed frustration with the unpredictability of U.S. policies under Trump, while some provinces took symbolic actions, such as banning U.S. liquor. Economic concerns are growing, particularly for the auto industries in both countries, with potential job losses.

6 March: Trump -2 (delay automotive tariff by one month, agriculture tariff next) , Trudeau+1 (No tariff remove unless US remove all tariff)

(Canada Go Go Go! Mexico, Europe and China don't back down!!!) (Tesla YTD -40% Sayonara Elon) (Buffett gonna have one last great investment before he go heaven and share the stories with Munger.)
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Like · 2 months · translate
Tteffub Nerraw
A world without American leadership’: Top allies scaling back intelligence sharing with America.. 911?
Like · 2 months · translate
Tteffub Nerraw
President Trump on Friday in a social media post said he was '...strongly considering large scale Banking Sanctions, Sanctions, and Tariffs on Russia until a Cease Fire and FINAL SETTLEMENT AGREEMENT ON PEACE IS REACHED.' ..... after US media suspect he is Russia asset... hmm.. coincident
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Like · 2 months · translate
Tteffub Nerraw
President Trump on Friday in a social media post said he was '...strongly considering large scale Banking Sanctions, Sanctions, and Tariffs on Russia until a Cease Fire and FINAL SETTLEMENT AGREEMENT ON PEACE IS REACHED.' ..... after US media suspect he is Russia asset... hmm.. coincident
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Like · 2 months · translate
Tteffub Nerraw
PMX, time to U Turn on tax on dividend. Dont even think of increase it nor cut 1% from it. Just remove it. Keep it simple. Letting the stock market continue to fall will only result in snap election and frog jumping. Trust me. I know.
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2 Like · 2 months · translate
Tteffub Nerraw
Yes, totally agreed. I think they try to do too much in 2 years without considering the impact to businesses and also the failure to react to global changes. With so much talk about AI, they are still unable to foresee one year ahead. When stock market crashes, all business will stop expansion and will start to layoff. I just worry that the longer this drag on, the longer it take for bursa to recover. The risk is very high now.
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1 Like · 2 months · translate
CC Jin
our politician only focus on EPF and keep blaming on it....
Like · 2 months · translate
Tteffub Nerraw
Yes, the tax on dividends constitutes double taxation. PMX must recognize that investors provide capital to help Madani companies grow, create jobs, yet the dividends they receive are not true profits. In accounting terms, they can be seen as a form of depreciation or amortization cost.

Furthermore, taxing dividends is unfair because investors may suffer capital losses when exiting their trades. Dividends alone cannot offset declines in share prices.

This is why we has never introduced a capital gains tax—80% of retail investors often incur significant losses. Unlike other tax systems, we does not allow retailers to offset these losses as tax credits against future earnings or their day job income. When retailers lose, the profits ultimately flow to either foreign or local institutions.

Therefore, tax on dividend punish investors for risking their capital in Bursa Market.
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2 Like · 2 months · translate
Tteffub Nerraw
Wakaoooooo, Madaniiiiii please dont!!!
SC In Talks To Raise Fees And Levy
Like · 2 months · translate
Tteffub Nerraw
My thought of the day : Dear Trump Team, please advise your bos, it was the allies that made the U.S. strong. Last time, the U.S. market got support from both friendly and not-so-friendly nation funds. But since Trump started whacking allies with tariffs, global funds have been pulling out of the U.S. market.

Soon, Americans will realize they’re not as strong without their allies. Whether Trump is just being dumb or actually working for Russia, we’ll find out soon enough. As for Barron Trump playing pump-and-dump games with the market, no one knows for sure. But one thing is clear, Warren Buffett is smart to protect his money from Trump’s nonsense.

Now the big question, will local institutions dump their U.S. assets at a loss? Anyway, this could be a golden chance for solid businesses to privatize or go for M&A. The key thing to think about is timing—when to buy, sell, hold, or short. Always keep an eye on the leading indicators.
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Like · 2 months · translate
Tteffub Nerraw
The Dow dropped almost 900 points in a market rout after Trump said he won’t rule out a recession. I’ve been saying this since last year, Trump shouldn’t win. Look at his track record in following regulations and laws. Some people argue he’s good for the global economy because he's a businessman and that he’ll bring benefits to Malaysia. But look what’s happening now? An unstable person shouldn’t be in charge, and an ultra-rich guy who sees regular people as just numbers on his spreadsheet shouldn’t be leading either. (A warning to minister who see people as just a number.)

The market will only bounce back once he finds someone to blame and fires them.
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1 Like · 2 months · translate
Tteffub Nerraw
博弈论并不保证好战的文明一定会赢。如果两个合作的文明相遇,他们会进行贸易和信息交换,这会让他们变得更强大,特别是在合作的时候。如果是三个或更多文明一起合作,就会更强大。
博弈论实际上认为,好战的文明最终总会遇到由多个文明组成的联盟,而这个联盟会联手消灭那个好战的文明。
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2 Like · 1 month · translate
Tteffub Nerraw
现在全球情况很乱,不要光看GDP跟通胀那些大数字咯。你要专注看那些有长期优势、老板靠谱、钱财稳稳的公司。别被短期新闻吓到,买卖股票还是要靠公司本身的实力咯。
Like · 1 week · translate
Tteffub Nerraw
拉菲兹辞职后,政府必须恢复汽油全面补贴,并取消中央数据库系统(PADU)。这样才公平,也可以保护人民的资料不被骇客入侵。

我希望首相可以取消股息税。如果你真心想吸引资金流入,就要有诚意。

因为在马来西亚投资,股息根本无法弥补资本亏损。

如果没有改变,政府可能会面对很大的挑战,就像美国的拜登一样,在下届大选会很难赢。
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2 Like · 5 days · translate
Tteffub Nerraw
川普是U转之王、大嘴王、也是犯法之王。接下来的六个月他会忙着打官司。市场会慢慢复苏,是时候计划要买哪一些复苏股了。
Like · 4 days · translate
Tteffub Nerraw
Let me cut Malaysia GDP forecast to 3.5% for 2025. BNM need to start cutting rate now or lower SRR further fast. Don't wait til it is too late.
Like · 3 days · translate
Tteffub Nerraw
落雨去離島
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Tteffub Nerraw
TRUMP REFUND DAY is COMING. TACO TACO
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Hooi Khoon Tee
可以分享多一些吗?TN
Like · 2 days · translate
Tteffub Nerraw
川普说,如果法律不允许他征收关税,他就会把所有东西退还给美国公司。

TACO:川普总是最后退缩(Trump Always Chicken Out)。
Like · 2 days · translate
Hooi Khoon Tee
他会那么'顺摊'吗?还是会另想计仔?
1 Like · 2 days · translate
Tteffub Nerraw
川普几周来一直施压美联储,要求降低利率。
但鲍威尔明确表示,在经济条件尚未成熟之前,政治因素不会促使美联储降息。
1 Like · 2 days · translate
Tteffub Nerraw
在Trump年代投资,我们要记得,他常常是“Taco”一下,后“FAFO”咯!
Like · 1 day · translate
Hooi Khoon Tee
FAFO 是什么啊?
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Tteffub Nerraw
F* Around and Find Out 胡闹试试看
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