Which Still Have Value, and Which is Over?
The technology sector has been Bursa’s best performing sector year-to-date. The overall sector valuation is also at an all-time high.
What will be the growth catalyst for each part of the value chain?
At this current juncture, which part of the value chain still carries value?
To answer the above, we will dissect the value chain of Malaysia’s technology sector, and understand which part of the value chain is optimistic, and which is optimistically cautious.
The Panoramic View is a monthly sharing of our views on the major events that affect business and markets, and what lies ahead. The purpose is to empower investors through knowledge, rather than enslaving investors through reliance on stock tips.
The sessions will be held every last Sunday of the month, from 8.00 pm to 9.30 pm, virtually.
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Speaker: Peter Lim Tze Cheng
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