🎙️CIO系列25期🎙️
再谈中国新经济 - 开启港股新篇章

🗓️日期：2025年7月22日 (星期二)
⏰时间：6:30-8:00 PM
🎤語言：普通話
🗣️講者：王崎 - 大華继显財富管理 CIO 及馬冬凡 - 弘則研究聯合創始人和策略首席

參與者可以下載 Microsoft Teams 應用程式以獲取即時字幕翻譯功能。

立即报名!
https://events.teams.microsoft.com/event/c06ba9c2-963f-4c89-94da-55743a070602@7eadc1e1-1a4d-4f70-9305-931a048687ff

梗概
恒生科技指数在过去一年上涨了45%，而医疗保健指数也在今年开始发力，年初至今爆涨50%。两者均受益于中国在各个科技领域的突破，包括AI模型、先进半导体、新能源和生物科技等。中国是否能从劳动密集型的发展模式向轻资产的高科技转型？所谓的新经济是否能助力中国走出房地产持续下行的困境？人工智能、数字经济、新消费和新兴服务业下有哪些需要关注的标的？我们有幸邀请到独立研究机构弘则研究的创始人马冬凡先生为我们深入解读港股市场的结构性变化和长期投资机会。

弘则研究
2015年4月弘则研究在上海扬帆起航，全面开启第三方独立研究咨询业务，聚焦中国及全球宏观经济、商品、国内产业及龙头企业的研究。目前中国境内有北京、深圳、杭州三处分支机构。扎根产业是弘则研究保持独立客观的基石，未来的发展重心将继续保持与产业的广泛互动，从而更好地实现对宏观、周期品、成长型企业的深度理解和持续跟踪。本活动将以普通话举行。

演讲嘉宾
马冬凡先生是弘则研究的联合创始人和策略首席，专注于投资策略研究和智能投研平台的开发。马冬凡于2009年加入莫尼塔研究，并于2015年创立弘则研究。在加入莫尼塔之前，马冬凡在清华大学获得机械专业学士学位，并在美国波士顿大学获得经济学硕士学位。马冬凡具有特许金融分析师资格（CFA）。

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NEW CAMPAIGN

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[LIVE] Beyond Equities:
Balanced Portfolio Construction with Fixed Income & Unit Trusts

Presented by Paul Hiew
Fund Manager and Senior Research Analyst
UOB Kay Hian Malaysia

🗓️ Date: Saturday, 19 Jul 2025
⏰ Time: 9.30am – 10.30am
Language: English

REGISTER NOW!
https://attendee.gotowebinar.com/register/1379885337444369503?source=tg

About This Webinar
In an environment shaped by global economic shifts and policy uncertainty, investors need more than just equities to build resilient portfolios. This session explores how incorporating fixed income, money market instruments, and unit trusts can create a more balanced and diversified investment strategy—aligning risk and return with evolving client objectives.

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[LIVE] Malaysia Mid-Year Macro & Market Outlook 2H25:
How will Trump's Next Move Impact Asia?

Presented by Julia Goh
Senior Economist (Malaysia), Executive Director, Global Economics and Markets Research
UOB Malaysia


🗓️ Date: Thursday, 17 Jul 2025
⏰ Time: 6.00pm – 7.30pm
Language: English

REGISTER NOW!
https://attendee.gotowebinar.com/register/1619901029206322525?source=tg

About This Webinar
Three months on from Liberation Day (2nd April), President Trump’s erratic tariff policies have kept global markets on edge, amplifying volatility across economies and financial systems. Escalating tensions in the Middle East are compounding the risks. Join us as we break down what this means for markets and the macro outlook in 2H2025.
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[LIVE] Malaysia Market Outlook 2H25:
Re-Charging For Outperformance

Presented by Vincent Khoo
Managing Director, Strategy
UOB Kay Hian Malaysia


🗓️ Date: Friday, 18 Jul 2025
⏰ Time: 6.00pm – 7.30pm
Language: English

REGISTER NOW!
https://attendee.gotowebinar.com/register/3240003924943576665?source=tg


About This Webinar
While the FBMKLCI has partly reversed some of its 2024’s regional outperformance in 1H25 (having fallen 8.3% and 2.8% in local currency and US dollar terms respectively), as the US Trump administration’s over-bearing and erratic US import tariff threats drove up risk aversion in emerging countries, the FBMKLCI is being re-energised for outperformance in 2H25 amid a calmer global investment sentiment.
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Note: Rescheduled to 26 July 2025
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LIVE! MARKET STRATEGY & STOCK PICK
Braving Crosscurrents: Repricing Risk, Realigning Strategies

📆 Saturday, 26 July 2025
⏰ 9:30am-11.30am
🌐 Register at https://bit.ly/StockPickJun25TG
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Session 1 • Mastering Portfolio Diversification and Asset Allocation for Future Growth
Presented by Paul Hiew, Fund Manager and Senior Research Analyst, UOB Kay Hian

In today's dynamic equity markets, learn to fortify your investments against uncertainty. This webinar will delve into effective diversification techniques and strategic asset allocation principles. Develop a clear market outlook to empower your portfolio through any economic climate.

Session 2 • Braving Crosscurrents: Repricing Risks Amid Expectation Realignment
Presented by Desmond Chong, Head of Research, UOB Kay Hian

The market faces global uncertainty and Trump-era shifts; FBMKLCI holds above 1,500 amid foreign inflows and sector opportunities.
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Can Trump’s $300 Billion Tariff Save the Economy?

With June’s jobs report out and the Fed’s next move still uncertain, all eyes are on Trump’s “big, beautiful budget” — and the upcoming June CPI data. Will tariffs drive growth? What’s next for markets? What else will keep the stock market going? Join Paul DeVierno for expert insights on this!

Click the link to watch
https://www.facebook.com/share/v/1ZatNHEDfh/

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UTRADE Singapore

UOBKH Retail Market Monitor
10 July 2025

FBMKLCI: 1,529.24 (-0.90)
Support: 1,500, 1,468
Resistance: 1,572, 1,600

Bursa Top Gainers:
IOICORP (+2.9%), 99SMART (+1.8%), GAMUDA (+1.6%)

Bursa Top Losers:
PETCHEM (-2.7%), PBBANK (-1.8%), AMBANK (-1.4%)

Bursa Trade Statistics
Local Institutions (40.73%): RM48.00m
Local Retail (19.50%): RM40.00m
Foreign (39.77%): -RM88.00m

Global Equity Indexes
MSCI Asia : 201.93 (-0.08, -0.04%)
NASDAQ : 20,418.46 (+192.88, +0.94%)
S&P500 : 6,225.52 (+37.74, +0.61%)
DJIA : 44,240.76 (+217.54, +0.49%)

USD/MYR : 4.2443 (-0.0057)
SGD/MYR : 3.3193 (+0.0012)

Crude Oil : $68.13 (-0.25)
Gold : $3,321.63 (+7.97)

US stocks were higher after the close on Wednesday, as gains in the Technology, Utilities and Industrials sectors led shares higher. At the close in NYSE, the Dow Jones Industrial Average gained 0.49%, while the S&P 500 index added 0.61%, and the NASDAQ Composite index added 0.95%. Rising stocks outnumbered declining ones on the New York Stock Exchange by 1,729 to 1,033 and 82 ended unchanged; on the Nasdaq Stock Exchange, 2,079 rose and 1,227 declined, while 157 ended unchanged. (Source: Investing.com)

Stocks To Watch:

1) GADANG (KLSE: 9261)
Technical BUY with +28.8% potential return
* Last: RM0.26 TP: RM0.295, RM0.335 SL: RM0.225
* Timeframe: 2 weeks to 2 months
* Shariah: YES

2) GBGAQRS (KLSE: 5226)
Technical BUY on breakout (RM0.21) with +40.5% potential return
* Last: RM0.195 TP: RM0.26, RM0.295 SL: RM0.16
* Timeframe: 2 weeks to 2 months
* Shariah: YES

3) GDB (KLSE: 0198)
Technical BUY with +32.0% potential return
* Last: RM0.375 TP: RM0.44, RM0.495 SL: RM0.32
* Timeframe: 2 weeks to 2 months
* Shariah: YES

Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia

Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.

For the full research report, please log in to www.utrade.com.my

UOBKH Malaysia Trading Idea
10 July 2025
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Join our upcoming webinar:

1. [LIVE] Utilities: Positive Outlook Supported By Government Decarbonisation Efforts
🔗https://attendee.gotowebinar.com/register/4850974281413245019?source=tg

2. [LIVE] Managed Portfolios Strategy 2H25: Trump, Tariff, Trade, and Tension
🔗 https://attendee.gotowebinar.com/register/1726906600333084763?source=tg


#TradingIdea #UOBKayHian
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UOBKH Singapore Retail Market Monitor
10 July 2025

Short Term Opportunity:
1) Yangzijiang Shipbuilding (SGX: BS6)
Technical Buy range S$2.22-2.23
Last: S$2.28
TP: S$2.60
SL: S$2.13

2) Venture Corp (SGX: V03)
Technical Buy range S$11.70-11.71
Last: S$11.73
TP: S$12.59
SL: S$11.47

Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia

Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.

For the full research report, please log in to www.utrade.com.my

UOBKH Hong Kong Retail Market Monitor
10 July 2025

Short Term Opportunity:
1) Maoyan Entertainment(HKEX: 1896)
Technical BUY range HK$7.32-7.35
Last: HK$7.33
TP: HK$7.74/HK$7.95
SL: HK$7.00

2) China Resources Beverage (Holdings) Company Limited (HKEX: 2460)
Technical BUY range HK$12.18-12.24
Last: HK$12.00
TP: HK$12.98/HK$13.36
SL: HK$11.50

Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia

Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.

For the full research report, please log in to www.utrade.com.my

[LIVE] Utilities Sector Update:
Positive Outlook Supported By Government Decarbonisation Efforts

Presented by Choong Lee Len
Associate Director
UOB Kay Hian Malaysia

🗓️ Date: Thursday, 10 Jul 2025
⏰ Time: 6.00pm – 7.30pm
Language: English

REGISTER NOW!
https://attendee.gotowebinar.com/register/4850974281413245019?source=tg

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[LIVE] Growing Under Pressure:
Greater China Strategy 2H25

Presented by Tham Mun Hon
Head of Research, Greater China
UOB Kay Hian Hong Kong

🗓️ Date: Thursday, 10 Jul 2025
⏰ Time: 6.30pm – 7.30pm
Language: English

REGISTER NOW!
https://register.gotowebinar.com/register/4251841599457577306

About This Webinar
Notwithstanding the 90-day truce on tariff escalation, we expect Sino-US relations continue to face challenges. We expect the US to eventually impose tariffs on Chinese goods that are closer to the 60% and restrictions over semiconductor equipment and design software will be tightened further to blunt China’s competitiveness. US’ approach to China has not changed.

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